Workflow Categories
A Workflow Category groups related workflow types under a functional module. When a user configures a workflow in the D365 client (Organisation administration → Workflow → Workflow configurations), the categories determine which module section the workflow types appear under.
Every workflow type references exactly one category via its Category property. The category's Module property maps to a D365 module (e.g., Procurement, General Ledger, Accounts Payable), which controls where the workflow configuration appears in the module navigation.
Standard Categories
Microsoft provides workflow categories for each functional module. Examples include:
| Category Name | Module | Used By |
|---|---|---|
PurchReqCategory | Procurement and sourcing | Purchase requisition workflows |
VendInvoiceCategory | Accounts payable | Vendor invoice workflows |
LedgerJournalCategory | General ledger | Journal approval workflows |
TrvExpenseCategory | Expense management | Expense report workflows |
BudgetPlanCategory | Budgeting | Budget plan workflows |
Creating a Workflow Category
To create a custom workflow category, add a new Workflow Category object in Visual Studio under your model's AOT project. Set the Label, HelpText, and Module properties.
Create one workflow category per functional area in your solution. This keeps the workflow configuration UI organised and makes it easy for administrators to find the relevant workflow types.