19

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 (80)

STATUS DETAILS
Needs Votes
17

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes
17

Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation

When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Em...

Read more...

2 Comments

Read more... 2 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes
17

Multiapproval

When a manager approves timesheets it should be possible to mark and approve multiple timesheets at once.

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (80)

STATUS DETAILS
Under Review
Ideas Administrator

We are tracking multi-select approval as deliverable 336395.

17

Integration between Workflows and Microsoft Flow

More and more workflow approvals need to be gathered from people not using D365fO on a daily basis. Of course we can send out e-mails, but people still have to log in to approve or reject workflows tasks.

It would be great if we can integrate the workflows of AX with the Microsoft Flow...

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (80)

STATUS DETAILS
Completed
Ideas Administrator
From PU26, Workflow Business Events can trigger Flows and Flow can facilitate work item completion: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/business-events-workflow
16

Workflow Line Item - Orphaned Records

If workflow is configured at line item it is possible for a user to remove/delete an item whilst submitted to workflow, creating an orphaned row with no detail.. This ultimately stops the document status from updating as all line item workflows will not complete. Create a batch process that remo...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes
16

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.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes
16

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes
16

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Workflow (80)

STATUS DETAILS
Under Review
Ideas Administrator
We are planning work to allow many unrecoverable workflows to be recalled. Once recalled, the document could be deleted instead of resubmitting.
16

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 w...

Read more...

3 Comments

Read more... 3 Comments

Category: Workflow (80)

STATUS DETAILS
Needs Votes