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...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
New
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...

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2 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
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...

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1 Comments

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Category: Workflow (75)

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

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.

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1 Comments

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Category: Workflow (75)

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...

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3 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
16

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...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Under Review
Ideas 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?

16

Multiapproval

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

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Under Review
Ideas Administrator

We are tracking multi-select approval as deliverable 336395.

15

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.

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0 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
15

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...

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3 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
14

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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1 Comments

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Category: Workflow (75)

STATUS DETAILS
New