For some steps in a data entry workflow template, post actions can be defined. A post action runs a menu item.
During or after workflow execution, you can view the run post actions and the run status.
When a post action is run, an error can occur. Usually, the error is related to configuration in D365 FO. When you have fixed the issue, you can rerun a failed post action.
1. | Click Data entry workflow management. |
2. | Click the Workflows with an error tab. |
3. | Sub-task: View errors. |
3.1 | In the list, find and select the desired failed workflow. |
3.2 | Investigate the errors for the selected workflow. If a post action failed, the error starts with 'Running post actions:' and shows the failed post action name. |
  | Click Show errors. |
4. | Sub-task: Investigate errors. |
4.1 | If a post action failed, you can further investigate what caused the error. |
  | On the Data entry workflow management workspace, on the Workflows with an error tab, in the list, click the link of the desired workflow. |
4.2 | On the Workflows page, expand the Tracking details list section. |
4.3 | In the list, find and select the step with status 'Post action failed'. |
4.4 | Click Post actions execution. |
4.5 | On the Post actions execution page, in the list, find and select the post action with execution status 'Error'. |
4.6 | You can investigate the errors for the selected workflow. To see detailed information about the error, on the shown error, click Message details. |
  | Click Show errors. |
4.7 | To investigate the parameters with which the post action is run, you can open the dialog that is run by the post action. |
  | Click Show dialog. |
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Note: To fix the error, you cannot make the desired changes on this dialog. |
4.8 | To close the dialog, click Cancel. |
4.9 | Close the page. |
4.10 | Close the page. |
5. | Sub-task: Fix error and rerun post action. |
5.1 | Fix the errors that you found during the post action investigation. Usually, the error is related to configuration in D365 FO. When you have fixed the issue, you can rerun a failed post action. |
  | On the Data entry workflow management workspace, on the Workflows with an error tab, in the list, click the link of the desired workflow. |
5.2 | Click Re-run failed post actions. |
6. | Close the page. |
Related to | Notes |
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Monitor and troubleshoot workflows |
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