1. Data Management
  2. Data Entry Workflow
  3. Activities

Create post action
Application task

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.

 


Standard 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.

As a post action, you can run a menu item of one of these action types:

  • Action
  • Display
  In the Action type field, select an option.
9. Select the menu item that you want to run as post action.
  In the Source menu item field, enter or select a value.
10. You can change the menu item label.
  In the Menu item label field, type a value.
11.

You can use a workflow document record as an argument for the menu item.

Whether and how an argument record is applied, depends on the Action type:

  • Display: With an argument record defined, the menu item opens the related form with the focus on the record that is entered in the data entry workflow. If no argument record is defined, just the form is opened.
  • Action: The code of the menu item and menu item process defines if an argument record is required. So, check the code before selecting an argument record.
  In the Argument record field, enter or select a value.
12. Click Save.
13. By default, a post action is run synchronously. This means, when the post action is run, you must wait till it is finished before you can continue working in D365 FO.
If the Action type is Action, you can choose to run the post action asynchronous. This means, the post action is run in the background. So, you can continue working in D365 FO.
  In the Run mode field, select an option.
Related to Notes

Set up post actions

 		 

Set up post actions

 		 

Set up post actions

 		 

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