3

Request Change Workflow: Auto-populate & fix the name of the creator of the request, and grey-it out.

In the request Change Workflow action, if Person B receives a request from Person A and wish to Request Change, the system logic should auto-populate the request originator's name (Person A) in the User/Name field to satisfy our business requirement and prevent mistakes in chosing a different nam...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
3

Add a new placeholder "Current assigned user" (Last action user) to the worfklow

The idea is to add a placeholder in the workflow to notify someone of the user to whom the work items has been assigned to. Indeed, we got multiple customers that would like for instance that the person who submits get a notification when the item has been escalated and to whom it is. For exampl...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

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 .

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Control of Workflow settings (authorization matrix) inside D365FO

In the workflow tool the setup of complex workflows can become very big. You need to set up many nodes with constraints like threshold amount, conditional decisions, approver. When a workflow need adaption to new requirements it is difficult to get that right. We are looking for possibilities to ...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Notification link

Would be good if the notification "Bell" icon list for task pending had a link directly to that task rather than having to go to the home screen and clicking the link there.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Email notifications grouped

Email notifications for things like approvals are sent for every workflow item even if the "grouped" user option is checked. The impact of this is if workflow approvals are completed at the line level for Expenses for example, a notification is sent for every line of the Expense Report.

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Business process administration task not appearing on home page or employee self service work items assigned to me

When starting a business process, the end user can't see tasks assigned to him on the home page or it's self service in the section work items assigned to me. This was logged originally as an LCS Issue 423195. Since the business process workspaces can't be set as default homepage, there is no str...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Improve the Organization administration, Workflow, Workflow history

Improve the workflow history form under Organization Administration, This form does half job in tracking workflows, If we have a columns showing the user assigned that we can filter and the document number in a separate column we can better track documents with it, also adding a button to reass...

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Shared workflows

It is better have shared workflows, so that user can select across legal entities like other share tables

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New
2

Global workflows or shared workflows

It is better to has global workflows or shared workflow, generally in all legal entities use same workflows

Read more...

0 Comments

Read more... 0 Comments

Category: Workflow (80)

STATUS DETAILS
New