Custom Actions missing in the “Perform Action” step of the workflow (Dataverse / Dynamics 365)


We might see some of the custom actions not appearing in the Actions list inside the Perform Action step of the workflow.

This is because the Custom Action would be using one of the following parameter types, which is not supported for Perform Action like

  • Picklist (Optionset)
  • Entity
  • Entity Collection

E.g. we have the following actions defined few are bound to the Contact table, some are Global, and have different types specified as either Input or output parameter.

Out of the above actions defined, we can see only the following actions listed inside the perform actions step of the workflow.

The action which has input as Entity Reference are the ones listed, as it is one of the supported types. For the unsupported types, if used as an output parameter, the actions are listed.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/create-own-actions?view=op-9-1#execute-an-action-using-a-process

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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