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...
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 ...
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...
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...
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...
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...
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...
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...
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
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