Have the ability to setup workflow Escalation for a Work Item queue
In Dynamics 365 for finance and operations, there is an ability to setup the workflow and escalate if needed.
In the current design, the users can only select to escalate the workflow to the following options:
Hierarchy, Workflow user and users.
If users are using the Work...
Daily digest of workflow notifications and upcoming deadlines
have one e-mail a day with a daily digest of workflow notifications and upcoming deadlines instead of one e-mail per workflow item that is assigned to you.
Ability to send workflow items to purchase order orderer
When submitting a vendor invoice to the workflow, it would be good to have the option to create a work item for the purchase orderer or the person that generated the purchase order receipt. In a normal business scenario, if the purchase invoice line fails because of a price discrepancy, the buyer...
Ability to delete a document if the workflow status is 'Unrecoverable'
If the workflow for a document (eg: Journal) turns to 'Unrecoverable', user cannot edit / Delete the document. System also does not allow user to resubmit the document. There should be provision to remove/delete the document which are unrecoverable.
Multiapproval
When a manager approves timesheets it should be possible to mark and approve multiple timesheets at once.
We are tracking multi-select approval as deliverable 336395.
All comment should be visible at each subsequent approval step
e.g. for a PR it may be submitted with an explanatory note, it may be rejected, be resubmitted, etc- there seems little point in having the feature to enter the comments if these are not easily visible to approvers.
Configuration allows last note as a parameter- this needs to be concat...
Making Workflow History more user friendly and visible
Currently it is difficult for an end user to go through the workflow history to actually find out where in the process that particular workflow is and where else it needs to go before it is completed. It would be great if this was made more visual with a checklist or flow chart
We have added a list to the workflow history form in addition to the existing tree. The list is above the tree since we believe that should make the history easier to understand, more useful, and more user friendly. Those changes went into Platform Update 13.
Worker field as origin of hierarchy
When triggering workflows using an automated step (like vendor invoice automation), you would want to use one of the fields in the actual record as the origin of the hierarchy when doing assignments.
The person requesting the invoice should be the base for the hierarchy.
Today ...
Workflow reject to be reassigned to previous steps.
Workflow with several approval steps is rejected on last one.
Actual behavior: Workflow will have to be resubmitted by initial user.
Expected result: Workflow should then be reassigned to a selected step (n-1)
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...
Administrator
Can I get some comments about what "escalate the workflow to a specific queue instead" means in terms of configuration and desired user experience? How is escalating to a hierarchy not the same as escalating to a queue?