Workflows (also known as processes) in Dynamics 365 automate business logic such as approvals, field updates, or triggering other workflow actions. Sometimes, we need to check whether a workflow exists for a specific field before performing an action on a form.
For example, when updating sensitive fields like Credit Limit or Risk Category, you may want to warn users if workflows are already associated with these fields, since saving the record could trigger important automated processes.
In this blog, we’ll explore:
- Workflow categories and what they mean.
- How to retrieve workflows related to a specific field.
- A practical implementation where we check workflows before setting a Risk Category...Read More>>
