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D365 v9.x Execute action or workflow from the business process flow as an action step

Introduction: In this blog, we will learn how execute workflow or action directly from the BPF Business process flow as an action step.

Pre-requisites

  1. Open the action and mark highlighted checkbox to checked.

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  2. Add the required input/output parameters and activate the action.

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  3. Open the Business Process flow where you want to add as an Action Step.

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  4. Select action from the dropdown

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  5. Bind to fields

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  6. Open the record

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  7. Click on execute button

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  • Limitation

    Complex datatypes are not supported as an input/output parameter in the action.

    Following are the supported data types.

    • 1. String
    • 2. Boolean
    • 3. DateTime
    • 4. Float
    • 5. Integer
  • Only bound actions are supported.

Conclusion:

In a Similar way, you can call workflow from the action step, but workflow must be enabled for on demand.

It is a great improvement in the business process flow where we have a business requirement to execute some custom logic as an action step.

Action step will work on both the forms (UCI/Legacy).

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