Why is my yellow workflow bar not displaying

20 09 2010


My most common complaint regarding workflow from users or developers is “MY YELLOW WORKFLOW BAR IS NOT DISPLAYING”. So here is my mental checklist of probable causes to help resolve this common issue (this is a list in progress as there always seems to be a a new reason for why this is happening, so if you have found additional reasons please post them in the comments below)

1) Check that your canSubmitToWorkflow method on your form is returning true, if you are trying to submit to workflow. It may be that the rules that are setup are not allowing the record to be submitted. e.g. no lines have been added yet for the Purchase Req.
2) If the user is supposed to be approving the record, check that the record is still assigned to him (Basic -> Workflow History). This sounds silly but users often see the email notification in outlook and try and approve their again when it may already have been approved or escalated.
3) Check that a workflow configuration exists and is marked as active for the record type in question
4) Ensure that your form is workflow enabled.
5) Ensure that the correct data source is marked as the workflow data source for your form.

If you are still struggling, here are some less common reasons
1) No submit menuitem has been defined for workflow template selected as the active workflow configuration. I’ve experienced this when I’ve got 2 workflow configurations for the same record type with the first configuration kicking off the second one as a sub-workflow. In this case the second workflow does not require a submit menuitem. However Dynamics AX marks both as default and may pick-up the one without the submit button as the default and subsequently not anything because no submit button is available.

Happy Daxing.

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12 responses

1 10 2010
Gonzalo García

I have this issue, but the bar is not display for a specific buyer… I have given that buyer’s user the same permissions as another buyer who can use the bar and it still not showing.

I have also configured job, position, organization and linked all that to the employee record and therefore to the user record with no success.

What could I be missing? some sort of specific configuration on the workflow itself?

Any help is appreciated :)

6 10 2010
Jonathan

Does your canSubmitToWorkflow method have any specific rules that allows only certain people to submit? Does the user have access to the security keys that the workflow is listed against?

23 06 2011
:)

Great blog! Anyhoo, I get this issue on EP. The workflow shows up on the client form, but not on the EP form :(.

24 06 2011
Jonathan

Have you enabled workflow on your EP form and created the necessary EP Menu-items?

27 08 2011
NIzam

I have issue that after the approval the yellow bar is not displaying, i couldnt view the workflow history .
plz suggest .

21 03 2012
Andrew

i still have the same problem
, the yellow bar is still not dispplaying, someone has another solution please???

27 05 2015
Ryan

I am having this same problem. The ribbon displays, but after workflow approval, it disappears. Has anyone run into a solution?

28 05 2015
Jonathan

Hi Ryan.

Could you expand on your issue a bit more? I’m not sure if I understand your question 100%.

If you look at #2 above: “If the user is supposed to be approving the record, check that the record is still assigned to him (Basic -> Workflow History). This sounds silly but users often see the email notification in outlook and try and approve their again when it may already have been approved or escalated.”

Basically approvers will only see the yellow bar if it is assigned to them. Once they have approved it will stop dispalying

14 04 2015
János

Hi,

It could be useful to check the three Workflow properties on the Design node of the form. WorkflowDatasource, WorkflowEnabled == Yes, WorkflowType.

20 04 2015
Jonathan

Hi Janos. Thank you for the addition. This is what needs to be checked as part of step #4 above.

26 02 2016
Jefferson

Hi,
Is there a way to create one or modificate the message in this yellow messagebox from workflow?

11 05 2016
MaryKORUS

Hi,

I have the same problem, my yellow workflow bar not displaying, the record in WorkFlowTrackingStatusTable wasn’t created. The problem is only one user.
Screenshot in here:
http://clip2net.com/s/3xTQZne

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