44

Workflow history - comments fact box

When reviewign an invoice or approving an invoice there is no quick way to view the history and comments of previous workflow history. Whilst multiple clicks can see each particular comment 1 by 1 it woudl be more user friendly if a 'Workflow Fact Box" was availabel on the Right Hand Side that...

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2 Comments

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Category: Workflow (42)

STATUS DETAILS
Completed
Ideas Administrator
We added a Fact Box for workflow history on the Work Items Assigned to Me in Platform Update 26 (10.0.2).
We have also improved this space in other ways recently:
- The workflow history form had a list view added to it that provides a simpler view of history and comments, so that form is now more usable. That was improved in PU20.
- The last comments on a workflow were not being committed correctly, so "approval requested" notifications were not showing the last comment. That was fixed in PU27.
In addition, application teams can change the workflow experience on specific forms to present the approve button in a dialog with the instruction.
 
29

Workflow Workspace

Create a workspace where all workflows in the system are available at once (instead of clicking into each individual module to view the applicable workspaces).

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2 Comments

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Category: Workflow (42)

STATUS DETAILS
Under Review
Ideas Administrator

We have been looking at Workflow usability. The Work Items Assigned To Me form is currently the one place to go to look at workflow work items but it doesn't have the useful type-specific columns that help users triage and process the work items quickly. A workspace that provides easy access to those type-specific work item lists is a solution that we have been talking about. It is great to see this being voted up, please add more votes :)

27

Auto approve step if assigned user has already approved WF in a previous step

When a WF step is approved by a user and a following WF step is generating the same user as approver, it would be great if the system automatically auto-approves the current step.

This is handy if you work with dynamic assignments such as Expenditure participants.

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0 Comments

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Category: Workflow (42)

STATUS DETAILS
New
25

Workflow approval task for project manager as well as business unit manager

For the Workflows for Purchase orders or purchase requisitions we would like to have the project manager to approve the document as well as the business unit manager. In the current situation this is not possible. Well: you can set it up in the steps of an approval task using the expenditure revi...

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0 Comments

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Category: Workflow (42)

STATUS DETAILS
New
25

Mobile approval workspace portal for all pending Workflow items for user

Create a new built-in workspace where all workflows in the system assigned to me are available at once in MOBILE app page. User can do invoice, expense and purchase order approvals only and they are seperate pages in mobile. I want an one page to manage pending worklows on mobile app like work...

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0 Comments

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Category: Workflow (42)

STATUS DETAILS
New
16

Integration between Workflows and Microsoft Flow

More and more workflow approvals need to be gathered from people not using D365fO on a daily basis. Of course we can send out e-mails, but people still have to log in to approve or reject workflows tasks.

It would be great if we can integrate the workflows of AX with the Microsoft Flow...

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1 Comments

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Category: Workflow (42)

STATUS DETAILS
New
15

Missing "Test" functionality in workflow designer

In AX 2012, it was possible to test a workflow condition using existing records. This functionality does not exist in D365FO. Missing this functionality forces users to save the workflow and test it afterwards by submitting records to WF. And it is costing much more time.

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0 Comments

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Category: Workflow (42)

STATUS DETAILS
New
15

Have the ability to setup workflow Escalation for a Work Item queue

In Dynamics 365 for finance and operations, there is an ability to setup the workflow and escalate if needed.

In the current design, the users can only select to escalate the workflow to the following options:

Hierarchy, Workflow user and users.

If users are using the Work...

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1 Comments

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Category: Workflow (42)

STATUS DETAILS
Under Review
Ideas Administrator

Can I get some comments about what "escalate the workflow to a specific queue instead" means in terms of configuration and desired user experience? How is escalating to a hierarchy not the same as escalating to a queue?

14

Validation Should be Performed Automatically on Submit

When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.

We've had several instances w...

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3 Comments

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Category: Workflow (42)

STATUS DETAILS
New
13

Pending Invoice (Invoice Journal) and Free Text Invoice Workflow Validation

When a user submits a Free Text Invoice (through AR) or a Pending Invoice Journal (through AP) it should validate the Account & Dimension Combinations prior to submitting. If the combinations don't validate the user should not be able to submit. This behaviour exists for Purchase Orders and Em...

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2 Comments

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Category: Workflow (42)

STATUS DETAILS
New