7

Make Workflow History Link Available At All Times

The Workflow History option should be available on the workflow menu at all times for any record. There are many scenarios where a workflow is canceled / reset to draft, and it would be useful to be able to see that history prior to resubmitting the item. Currently, there is no way to do this w...

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0 Comments

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Category: Workflow (75)

STATUS DETAILS
New
7

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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1 Comments

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Category: Workflow (75)

STATUS DETAILS
New
7

Bulk reassign workflow items from one user to another

It would be good if there was the ability to reassign, in bulk, workflows from one user to another. Examples of when this would be required is if a user leaves the company or is ill. Having to go in to each item and manually reassign each workflow is extremely time-consuming, especially if you ha...

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2 Comments

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Category: Workflow (75)

STATUS DETAILS
New
7

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...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
New
7

New participants for Organisation hierarchy (new "start from" participants)

Organisation hierarchy has one flaw: the "start from" function. There are generally only two options: 1) the workflow originator 2) or the workflow owner This has a few limitations. Businesses can decide to submit AP documents centrally, the prime example being AP invoices. When AP invoices are...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
7

Default order type not available in workflow condition

Since we lost our item type BOM there have been so many situations where we have trouble in workflow conditions and other situations where I need to sort on "MAKE" versus 'BUY" items.

Because the default order type is hiding in a supporting table of the item table, I can't use a condit...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
7

Change workflow button when active to a lighter shade of the colour ALWAYS (not when clicked) or different consistent colour

In the previous versions of AX2012 and before the visible yellow bar for workflow was very clear to the user as soon as workflow was activated on any form.

With 365 it is still the case that the workflow menu presents itself, but because this is not  the same as the large yellow b...

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0 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
6

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...

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0 Comments

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Category: Workflow (75)

STATUS DETAILS
New
6

Return the Submitted by field to workflow history

In 2012 there was a field on workflow history that showed the user who had submitted the workflow and was very useful for admins to find particular workflows, this is missing in D365

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes
6

Adjust team member security roles for full read and workflow approval

Based on licence documentation a user which has only roles for team members, in other words a team member user has the following rights:

  • Full read access across the entire application
  • Work with work items in workflow processes like purchase invoice approval
...

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1 Comments

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Category: Workflow (75)

STATUS DETAILS
Needs Votes