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...
The behavior is the same as denial because the user cannot be specified in the purchase order workflow change request.
When the "change request" function of the purchase order workflow is executed, the flow returns to the creator of the purchase order, and the operation is the same as the "denial" function. In the "change request" of AX2009 and D365 version (Update24), the change request could be executed by spec...
Automatically approving rejected purchase orders will result in an error
When using the purchase order workflow, if you automatically approve the purchase order whose approval status is "Rejected", an error will occur in the workflow update process. I would like you to correct it so that it will be updated automatically without causing an error. By the way, when I per...
Workflow dashboard
A dashboard showing for the workflow type, number of open workflows by user and the ageing of the workflow. To provide the ability to identify users who are not fulfilling the workflow in a timely manner.
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...
Add onCanSubmitToWorkflow events in tables
I have a need to make changes in workflow functionalities in PDSApprovedVendorList and ProdJournalTable tables. Method canSubmitToWorkflow is not implemented in those tables, so chain of command cannot be applied and there is currently no events like this. Creation of these events would enable ca...
[D365] Export workflow to Visio format or PDF with all details
In the current workflow functionality, we only able to export the workflow to a .xml file or save it as an image. It will be difficult when the user wants to have all the details for the workflow like activation criteria, conditions groups, users, roles assigned to each action item in a friendly ...
Workflow
Workflow should be Shared workflow across the all entities, most of the companies use same workflow to all their entitis
Workflow Execution Account setup should include Credential
When configuring the Workflow Execution account under System Administration/Workflow you should be required enter the user account credentials along with the name. This would be good security practice, similar to when setting up the SMTP email configuration user account.
Purchase order line level workflow does not show in Purchase orders assigned to me form
Approvals for purchase order line level workflow which is configured in the purchase order header workflow should go to purchase orders assigned to me form instead of work items assigned to me.