79

Allow editing the alerts email body

It’s not possible to change the body for the alerts email. At the moment its content is hard coded in the code and extending the method that returns the body string is private so it cannot be extended either. Some customers might want to customize it and enabling email templates for the alerts t...

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1 Comments

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Category: Workflow (121)

STATUS DETAILS
Needs Votes
51

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.

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0 Comments

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Category: Workflow (121)

STATUS DETAILS
Under Review
Ideas Administrator

Backlog deliverable 

346806

 

48

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).

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3 Comments

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Category: Workflow (121)

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 :)

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...

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2 Comments

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Category: Workflow (121)

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

No more seperate login for Workflow please

Since D365 we have to log in separately when we want to update any workflow. With the addition of second level security this has become an enormous drag on our productivity. It takes a long time to get through the login. With automatic logins used for D365 itself it is beyond me why this double...

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3 Comments

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Category: Workflow (121)

STATUS DETAILS
Needs Votes
39

Workflow Work Items - Create a new global view of open work items for administration purposes

Currently, Microsoft only supports open work items by two distinct views "My items" and "Items assigned to Queue" - Create a new view of all open Work Item to allow global administration of open items. Defined processes exists for missing timesheets, unsubmitted expenses but no process for incom...

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1 Comments

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Category: Workflow (121)

STATUS DETAILS
Needs Votes
39

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...

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0 Comments

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Category: Workflow (121)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346807
38

Enable to send workflow reminder emails before/after due date

Please develop a new function to send workflow reminder emails to approvers again before/after the due date. Currently, we only have the escalation function to send the notification to another approver (s) after the due time.

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1 Comments

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Category: Workflow (121)

STATUS DETAILS
Needs Votes
38

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.

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0 Comments

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Category: Workflow (121)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346809
32

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...

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1 Comments

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Category: Workflow (121)

STATUS DETAILS
Needs Votes