19

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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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
19

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 (157)

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?

18

Stock and Cycle Counting Journal Improvement

Stock Adjustment and Cycle Count total cost value should be a field in the journal headers and available for selection as a workflow criteria, so journals can be directed through workflow depending on value, EG stock adjustments £1k go to the warehouse mana...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
18

Be able to select a user other than the submitter when using the Request change workflow action

By design when an approver selects the request change action in a workflow the workflow item is assigned back to the workflow submitter to make the change. However prior to the latest service update 10.0.8 platform update 32 a drop down box was available to select the user to assign the change r...

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2 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
18

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...

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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
17

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

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
17

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...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
17

Enable workflow approval for new customer and vendor profile

Enable workflow approval process for new customer and vendor. Also extend the functionalities to more fields like address and bank account .

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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
17

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...

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0 Comments

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Category: Workflow (157)

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 (157)

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