1. To-Increase Dynamics 365 for Finance & Operations
  2. Data entry workflow
  3. Design
  4. Design data entry workflow templates
  5. Set up workflow template step - Data entry

Set up post actions

For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item.

You can only define post actions for a step in one of these cases:

  • The step is the last step of the data entry workflow template. The defined actions are done when the workflow is finished.
  • For the step, the Transfer to target field is set to Yes. The defined actions are done when entered data is transferred to the target.


Designer (Data entry workflow) Designer (Data entry workflow) Start Start Create post action Create post action You can define post actions to run a menu item for a data entry workflow step in one of these cases: The step is the last step of the data entry workflow template. The defined actions are done when the workflow is finished. For the step, the Transfer to target field is set to Yes. The defined actions are done when entered data is transferred to the target.   Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, click the link of the desired data entry workflow template. 3. Click Edit. 4. In the Workflow diagram section, select the desired step. Note: Make sure the Steps section is in edit mode. You can also select the desired step in the Steps section, in the tree. 5. In the Steps section, click the Post actions tab. 6. Click Add. 7. In the Short description field, type a value. 8. In the Action type field, select an option. 9. In the Source menu item field, enter or select a value. 10. In the Menu item label field, type a value. 11. In the Argument record field, enter or select a value. 12. Click Save. 13. In the Run mode field, select an option. What's the  post action  type? What's the  post action  type? Set post action parameters Set post action parameters For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item. If the menu item is of type Action, it can be required to set parameters. An action menu item can start a dialog where you must enter parameters and/or query ranges before the action is run. For such an action menu item, you can preset the parameters and query ranges. So, the action menu item can run without manual intervention. Procedure 1. Go to Data entry workflow > Design > Data entry workflow templates. 2. In the list, click the link of the desired data entry workflow template. 3. Click Edit. 4. In the Workflow diagram section, select the desired step. Note: Make sure the Steps section is in edit mode. You can also select the desired step in the Steps section, in the tree. 5. In the Steps section, click the Post actions tab. 6. In the list, find and select the desired post action of Action type 'Action'. 7. Click Parameters. 8. Sub-task: Set parameters. 9. Initialize the parameters for the action menu item. As a result, for each parameter, as available on the related dialog, a record is added in the Parameters section. Click Initialize parameters. Note: Not each action menu item has parameters. Click Show dialog to check if and which parameters must be set. 10. In the list, select the desired parameter record. 11. In the Mapping type field, select an option. 12. In the Default value field, enter or select a value. 13. In the Record field field, enter or select a value. 14. Sub-task: Set query ranges. 15. Initialize the query ranges for the action menu item. As a result, for each query range, as available on the related dialog, a record is added in the Query ranges section. Click Initialize query ranges. Note: Not each action menu item has query ranges. Click Show dialog to check if and which standard query ranges can be set. You can manually add query ranges to the initialized query ranges. This gives the same result as when you filter the query by adding ranges on the Inquiries dialog. To do so, click New, and fill in the fields. 16. In the list, select the desired query range record. 17. In the Mapping type field, select an option. 18. In the Default value field, enter or select a value. 19. In the Record field field, enter or select a value. 20. Close the page. End End Action Display

Activities

Name Responsible Description

Create post action

Designer (Data entry workflow)

You can define post actions to run a menu item for a data entry workflow step in one of these cases:

  • The step is the last step of the data entry workflow template. The defined actions are done when the workflow is finished.
  • For the step, the Transfer to target field is set to Yes. The defined actions are done when entered data is transferred to the target.

 

Set post action parameters

Designer (Data entry workflow)

For some steps in a data entry workflow template, you can define post actions. You can use a post action to run a menu item.

If the menu item is of type Action, it can be required to set parameters.

An action menu item can start a dialog where you must enter parameters and/or query ranges before the action is run.

For such an action menu item, you can preset the parameters and query ranges. So, the action menu item can run without manual intervention.

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