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...
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...
Timesheet approvals should auto-advance to the next timesheet document awaiting my review
As of F&O version 10.0.30, the timesheet approval process is clunky when I'm a manager of several employee-resources and need to review-approve, review-approve, review-approve, review-reject, review-approve, etc, etc.
It is
Create Custom Alert with a Query
Hello All.
We can create a custom alerts for some values on a form, it's great.
But We can't give any query related our alert field that we create alert rule.
For example.
I would like to take a notification for Invoiced Orders by created me, But I just cre...
Vendor name as placeholder in the Purchase requisition (line) workflow
At this moment it is only possible to add the vendor number as placeholder in the purchase requisition (line) workflow. It is hard to know what vendor it concerns as most users do not know the vendor numbers by heart. It would be better to also have the possibility to add the vendor name as a pl...
New participants for Organisation hierarchy (new "start from" participants)
Organisation hierarchy has one big 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. As people can submit AP documents centrally, the prime example being AP invoices. Organisations want to use t...
All comment should be visible at each subsequent approval step
e.g. for a PR it may be submitted with an explanatory note, it may be rejected, be resubmitted, etc- there seems little point in having the feature to enter the comments if these are not easily visible to approvers.
Configuration allows last note as a parameter- this needs to be concate...
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 Origination Point Selection
In the interest of user-compatibility and wanting customers to be able to customize the environment to whatever business process they currently use (or could think of as their business evolves) it would be a nice feature to be able to select specific tiles, buttons, actions, etc. to trigger a wor...
Workflows - Email Notification Templating
Given the limited abilities available through the email template upload tool, it would be advantageous to enable the system to link to rather than upload an external email template file for email notifications done in the system so that companies could easier format the email notifications sent o...
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?