43

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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3 Comments

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Category: Workflow (80)

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 :)

30

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 (80)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346809
19

Screen showing workflow in error, both for header and subworkflows

In standard D365, the screen workflow error shows only the workflow errors on header level. Errors in subworkflows are not shown in this screen. Suggestion to extend the current screen to display not only workflow errors for header workflows but also for related subworkflows. The current worka...

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1 Comments

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Category: Workflow (80)

STATUS DETAILS
New
17

Workflow Work Items - Create a new global view of open work items for administration purposes

Currently, Microsoft only supports open work items by two distinct views "My items" and "Items assigned to Queue" - Create a new view of all open Work Item to allow global administration of open items. Defined processes exists for missing timesheets, unsubmitted expenses but no process for incom...

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1 Comments

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Category: Workflow (80)

STATUS DETAILS
New
16

Workflow Line Item - Orphaned Records

If workflow is configured at line item it is possible for a user to remove/delete an item whilst submitted to workflow, creating an orphaned row with no detail.. This ultimately stops the document status from updating as all line item workflows will not complete. Create a batch process that remo...

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0 Comments

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Category: Workflow (80)

STATUS DETAILS
New
13

Make Workflow History Link Available At All Times

The Workflow History option should be available on the workflow menu at all times for any record. There are many scenarios where a workflow is canceled / reset to draft, and it would be useful to be able to see that history prior to resubmitting the item. Currently, there is no way to do this w...

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2 Comments

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Category: Workflow (80)

STATUS DETAILS
New
11

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 ...

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0 Comments

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Category: Workflow (80)

STATUS DETAILS
Needs Votes
6

User-Friendliness: Attachment Option Addition in the User Creation Window

I suggest to MSD developers to incorporate an attachment option within the user creation page within a workflow for a user-friendly process. The current system configuration does not allow inserting an attachment on the request creation screen for all/whatever type of request workflow. Instead, ...

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0 Comments

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Category: Workflow (80)

STATUS DETAILS
New
3

Add a parameter to allow disabling the default/system workflow return notification

When our workflow items are configured with customized messages for reject and request change, the user is receiving 2 messages: the custom message and the system default message for a returned work item. The user receives both email messages, but the last (system) message is the one displayed ...

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0 Comments

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Category: Workflow (80)

STATUS DETAILS
New
2

Enable workflow approval for new customer and vendor profile

Enable workflow approval process for new customer and vendor. Also extend the functionalities to more fields like address and bank account .

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0 Comments

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Category: Workflow (80)

STATUS DETAILS
New