Tuesday, September 7, 2021

Recommendations in case of task recorder failures for "Automatic release of sales orders" in Microsoft Dynamics 365 Supply Chain Management (D365)

There is a known issue that task recorder changes steps on second playback on adding filters in query for "Automatic release of sales orders".

This issue is happening only for the forms that that are created using RunBaseBatch (for example, Create direct delivery orders, Automatic release of sales orders). 

For the forms that are using SysOperation, the issue is not present. (Automatic release of transfer orders, Change reservation hierarchy for item).

This is because for Dialog form enumeration begins from "filter" fields, and for SysOperationTemplateForm it starts from the beginning.

Recommendations to overcome this challenge:

  • For 1 user scenario. Re-record the broken scenario so that your task recording has the latest control names.  So you would probably need to go through the steps twice. First run - just go through the steps and apply all needed filters for the dialog and then when you run it for the second time start the recording itself. In this scenario, filters will be applied already and the system will not add any new controls. 
  • For multiple users scenarios. Dynamically added controls are stored per user, so the option that only the user who created recording will be able to run the task recording or the RSAT test case will not work in this case. Recommendation is that the usage data (including stored query) of recording and playback should be the same in order to not have these failures.

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