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...
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...
Ability to reset worfklows with status "Unrecoverable" related to project management and accounting document types
If the workflow for a document related to D365 Finance project management and accounting module (e.g., project invoice proposal) turns into "Unrecoverable", users cannot cancel/edit/delete/resubmit the document. There should be a provision to perform such actions.
Microsoft h...
Add currency option on FTI workflow invoice total condition
Currently the 'Customer free text invoice.Invoice total' field on the free text invoice doesn't seem to be treated as an amount field, as it doesn't give the option for a currency. This means that the amount isn't first converted into the relevant currency before evaluating the condition. All ot...
Workflow option to skip user who submitted workflo
Workflow is submitted by one of assigned approval user. An option should allow to assign worflow to users except the one who submitted
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...
Copy and Paste Across Work Flows
Given the time and detail that it takes to build out some of the validation and conditional steps with their various parameters, it would help speed up workflow build out if there was the ability to copy and paste the entire tile from one workflow to another, keeping all embedded notifications, v...
Workflow Sign-In Options
Currently, the system requires a new login when opening each workflow. It would be significantly faster to work within multiple workflows if there were a way to enable sign-in through single sign on.
Worker field as origin of hierarchy
When triggering workflows using an automated step (like vendor invoice automation), you would want to use one of the fields in the actual record as the origin of the hierarchy when doing assignments.
The person requesting the invoice should be the base for the hierarchy.
Today on...