45

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 (157)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346807
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 (157)

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.
 
43

Approval workflow for sales order invoices

It is possible to define a workflow for the approval of free text invoices. It would be desirable if a similar workflow for the approval of sales order invoices could be set up, e.g. to avoid credit notes to be issued without an approval of a person with the appropriate signing limit.

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
39

Collaboration tool for workflow approvals

We would like to have the possibility to collaborate/conversate via Teams when it comes to workflow approval.

Since there is now a Power App for approvals (Purchase order and Purchase requisition), it would be convenient to harvest this and make it available in Teams to foster collabora...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
39

Workflow notifications on business events (Approve, Reject) in action center

Alert/system notifications to be triggered at action centre not only when the workflow is assigned, system notifications should also be trigerred for workflow events like approve, reject, delegate etc., currently we have only email notifications for workflow events and it will be very useful for ...

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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
39

Validation Should be Performed Automatically on Submit

When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.

We've had several instances wh...

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6 Comments

Read more... 6 Comments

Category: Workflow (157)

STATUS DETAILS
Needs Votes
37

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.

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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
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 (157)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section
32

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...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
Ideas Administrator
Could you provide reproduction steps for this limitation?
31

D365F&O - Workflow event notifications to show in the user Action Centre

Within D365 Finance & Operations > User options > Workflow, there is a tick box / slider to enable 'send notifications to Action Centre'. When enabled, this will give you workflow notifications when something is assigned to you to action. However, this feature does not work for workflow event ...

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3 Comments

Read more... 3 Comments

Category: Workflow (157)

STATUS DETAILS
Needs Votes