44

Workflow history - comments fact box

When reviewign an invoice or approving an invoice there is no quick way to view the history and comments of previous workflow history. Whilst multiple clicks can see each particular comment 1 by 1 it woudl be more user friendly if a 'Workflow Fact Box" was availabel on the Right Hand Side that...

Read more...

2 Comments

Read more... 2 Comments

Category: Workflow (74)

STATUS DETAILS
Completed
Ideas Administrator
We added a Fact Box for workflow history on the Work Items Assigned to Me in Platform Update 26 (10.0.2).
We have also improved this space in other ways recently:
- The workflow history form had a list view added to it that provides a simpler view of history and comments, so that form is now more usable. That was improved in PU20.
- The last comments on a workflow were not being committed correctly, so "approval requested" notifications were not showing the last comment. That was fixed in PU27.
In addition, application teams can change the workflow experience on specific forms to present the approve button in a dialog with the instruction.
 
39

Auto approve step if assigned user has already approved WF in a previous step

When a WF step is approved by a user and a following WF step is generating the same user as approver, it would be great if the system automatically auto-approves the current step.

This is handy if you work with dynamic assignments such as Expenditure participants.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (74)

STATUS DETAILS
Under Review
Ideas Administrator

Backlog deliverable 

346806

 

39

Workflow Workspace

Create a workspace where all workflows in the system are available at once (instead of clicking into each individual module to view the applicable workspaces).

Read more...

3 Comments

Read more... 3 Comments

Category: Workflow (74)

STATUS DETAILS
Under Review
Ideas Administrator

We have been looking at Workflow usability. The Work Items Assigned To Me form is currently the one place to go to look at workflow work items but it doesn't have the useful type-specific columns that help users triage and process the work items quickly. A workspace that provides easy access to those type-specific work item lists is a solution that we have been talking about. It is great to see this being voted up, please add more votes :)

36

Mobile approval workspace portal for all pending Workflow items for user

Create a new built-in workspace where all workflows in the system assigned to me are available at once in MOBILE app page. User can do invoice, expense and purchase order approvals only and they are seperate pages in mobile. I want an one page to manage pending worklows on mobile app like work...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (74)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346807
27

Workflow approval task for project manager as well as business unit manager

For the Workflows for Purchase orders or purchase requisitions we would like to have the project manager to approve the document as well as the business unit manager. In the current situation this is not possible. Well: you can set it up in the steps of an approval task using the expenditure revi...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (74)

STATUS DETAILS
Needs Votes
Ideas Administrator
Could you provide reproduction steps for this limitation?
25

Missing "Test" functionality in workflow designer

In AX 2012, it was possible to test a workflow condition using existing records. This functionality does not exist in D365FO. Missing this functionality forces users to save the workflow and test it afterwards by submitting records to WF. And it is costing much more time.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (74)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346809
24

Deletion of line items resolves orphaned workflow item

In situations where there are workflow line approvals and the corresponding transactions are deleted, this orphans the workflow line in it's current state and prevents the header workflow status updating to an Approved status when all the other lines are Approved. We have this occurring in expe...

Read more...

3 Comments

Read more... 3 Comments

Category: Workflow (74)

STATUS DETAILS
Needs Votes
22

Add Workflow History to data entities

There are many data entities related to workflow but there does not seem to be any that show the workflow history.  There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.

Read more...

2 Comments

Read more... 2 Comments

Category: Workflow (74)

STATUS DETAILS
New
21

Workflow for supplier bank accounts

Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO. This is a repost of the id...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (74)

STATUS DETAILS
Needs Votes
18

Screen showing workflow in error, both for header and subworkflows

In standard D365, the screen workflow error shows only the workflow errors on header level. Errors in subworkflows are not shown in this screen. Suggestion to extend the current screen to display not only workflow errors for header workflows but also for related subworkflows. The current worka...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (74)

STATUS DETAILS
New