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 ...
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
Change based alert rule email link should open deep links to specific records
Notifications from Workflows and Alerts in D365 Finance & Operations currently include links to the related forms, but do not yet support links to specific records. Support for deep links to specific records would increase the user experience. An example is the change based alert rule email, wher...
Extend vendor approval workflow functionality to all fields on vendors form
Microsoft delivered vendor approval workflow with October release. Please include all fields on Vendors form in this functionality and also let users to configure workflow approval requirements for new vendors as well. For new vendors workflow, a simple solution might be: 1. Adding a checkbox in...
Add conditions to project timesheet approval workflow
The project timesheet approval workflow has a very limited amount of workflow conditions. The following scenarios cannot be configured due to its restrictions: - different approver based on the project group or other project related field - different approver based on the resource or associate r...
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.
Remove the Deep Link from Workflow action dialog when message contains %Link to web% in the workflow configuration
If the deep link is used in the workflow configuration message and the workflow action dialog is implemented (such as purchase order and vendor invoice workflows), the deep link URL is displayed in the workflow action dialog that distorts the dialog user interface. The suggestion is to remove th...
Create a history workflow cleanup
Hello,
I propose to create a cleanup job for workflow history.
This will allow to better govern the volumetry of the database.
Thanks,
Possibility to re-assign workflows (e.g. in case of illness)
There is a possibility needed to re-assign workflow tasks of special users. I didn´t find any possibility to get the workflows, that are already assigned to a special user. The idea behind it, is to have a possibility for adminitrators to re-assign worflow tasks if an employee is in illness or u...
Email notifications by Workflow
Currently you can only generate email notifications by workflow at a line or report level. The user should have the ability to define (via user preferences) that they wish to receive a summary notification daily/weekly. In selecting this option the system would only send a single email notificat...
Administrator
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.