Multiple invoice approval
allow multiple invoice approval so that the invoice approval process can be streamlined
Adding users groups to Conditional decitions
Idea When creating a Conditional decision, being able to add a users group as the logical argument would allow further flexibility split approvals eg Where users group is/is not/contains value "user group" This would allow logical based decisions outside of the business data based logic
Workflow Version History
At the moment the activation and de-activation of a workflow is sensed by D365 as a change on the version itself losing the traceability of the versions so it would be much better to have a separate table which should represent the activation periods.
Address Timesheet approval notificaiton %Workflow.Link to web% hyperlink not wrapped
Description of problem: Workflow approval notification setup to use %Workflow.Link to web% placeholder, placeholder is not translate into "Link" as other workflow We looked into workflow initial code and identified issue due to WorkflowWorkItemTable.insert() routine removed special tag “[$” for...
Flow - To include identity of the user to whom the approval has been reassigned
To update the security policy to show Identity of the user to whom the approval has been reassigned when sending approval email trough other application that is sent to multiple people not knowing to whom it was reassigned to
It would be nice if we can enhance and route Timesheet/PTO/Expense Workflows to the next level manager. Currently we can’t route the Timesheet/PTO/Expense Workflows to the next level manager in the event that current manager has been terminated.
Currently we can’t route the Timesheet/PTO/Expense Workflows to the next level manager in the event that current manager has been terminated. This will avoid having bimonthly timesheet approval issues when manager’s user records are termed (even though they are still active in HR). It will also a...
Refresh workitems page on approval of the PR/PO
Workitems do not get auto refreshed on approval , User has to click on refresh Icon on the workitems page to remove the workitems from the list . For example if i have 5 PR's in my approval list i click on the subject and check the PR and approve and close the page and the workitems page does no...
Workflow export for visual review
My customer asked an interesting question the other day related to the Purchase order workflow. Their goal was to be able to export the workflow, in a human readable format, so that they could send it to the project sponsors for approval. The point being that the project sponsor will not have t...
Have the ability to setup a workflow condition using the dimension values setup in the Accounting Distribution form for the Pending Vendor Invoice transactions
Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pendin...
Have an ability to create a Workflow condition on the PO header for the Dimension values entered in the Accounting Distribution form for the line details
Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pendin...