Add workflow history placeholder in email notification in D365 FnO
We need to add an option in workflow placeholder to have 'workflow history' to send all workflow history with all comments with approvers names or convert the workflow history tab to a page with a separate link to be able to add link to web placeholder to show all workflow History.
Workflow approvals business events when step is assigned to work item queue
When we use workflow inside DAX it works fine with all approvals, but as you know for power automate to handle approvals DAX sends business event requests.
If we configure work item of workflow with work item queue, business event doesn’t populate workflow user’s email in busi...
In the purchase order workflow condition settings, it is not determined by the total net amount of the line items.
When the LineAmount of the line is set in the purchase order workflow condition setting, the LineAmount of the line name in the line is not determined by the total amount of the line in the purchase order. I want you to be able to judge by the total amount of the LineAmount of the line in the con...
Single Workflow click for Multiple Documents
Currently suppose, there are multiple Journals or Purchase Orders are imported into D365. And Workflow approval is enabled for Journals and Purchase Orders example. Then it will have to submit Workflow for each Journal or Purchase Order. If there are 100 POs then it will required to be submitt...
Mandatory comment in case of workflow reject
When someone reject a workflow it is required to comment the reject. This mandatory comment is manage by setup.
Workflow for all planned orders
I wanted to create a workflow based on a planned order for items that have a specific code assigned (Or any other conditional) to trigger a workflow. Should be in master planning setup.
Workflow history able to save personalized view along with filtered columns
There is a lot of information in Workflow history > Tracking details list.
We would like to keep the filters on columns such as Context & Action to remain upon saved.
However, after saving personalized view with such filters, system will always reload without the filters...
Workflow Status Tracker for Complete Workflow
Current workflow capabilities show the status for only workflow steps that have been completed. Request a complete status tracker that shows all workflow steps--to include pending/future steps and the related workflow step approver.
Workflow option required for credit management where approval is required from separate users based on amount increased the credit limit by %
Workflow option required for credit management where approval is required from separate users based on amount increased the credit limit by %. Suppose, USD 10,000 is the credit limit defined for a customer and is fully exhausted. Then we have an open sales order for USD 1,000 and that needs to b...
Dual Write
Hi Dual Write Team, I am currently working on a project where I have to Integrate d365 F&O with Field Service as I am using Dual write to sync data. Some Entity is using doInsert, doUpdate, and doDelete for data operation. As dual write is not getting trigger on the following event I have to cha...