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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Category: Workflow (141)

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.
 
32

Workflow for supplier bank accounts

Akin to the proposed vendor changes workflow that has been introduced in version 8.1, a dedicated workflow to approve created and changed supplier bank accounts before they become effective, would add a substantial tool to improve IT / Financial risk control in D365 FO. This is a repost of the id...

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1 Comments

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Category: Workflow (141)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section
17

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 (141)

STATUS DETAILS
Completed
Ideas Administrator
From PU26, Workflow Business Events can trigger Flows and Flow can facilitate work item completion: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/business-events-workflow