56

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 (142)

STATUS DETAILS
Needs Votes
56

Enable to send workflow reminder emails before/after due date

Please develop a new function to send workflow reminder emails to approvers again before/after the due date. Currently, we only have the escalation function to send the notification to another approver (s) after the due time.

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
56

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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1 Comments

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Category: Workflow (142)

STATUS DETAILS
Under Review
Ideas Administrator

Backlog deliverable 

346806

 

53

View/Manage pending workflows per user

System administrators should have an option to visualize pending workflows per user, in order to reassign them should the user fail to setup delegates. In spite of D365 already having an option for the system administrator to manage delegations for all users, D365 lacks of an option to review and...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New
42

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 (142)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346807
45

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 (142)

STATUS DETAILS
Under Review
Ideas Administrator
Backlog deliverable 346809
42

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 (142)

STATUS DETAILS
Needs Votes
36

Workflow notifications on business events (Approve, Reject) in action center

Alert/system notifications to be triggered at action centre not only when the workflow is assigned, system notifications should also be trigerred for workflow events like approve, reject, delegate etc., currently we have only email notifications for workflow events and it will be very useful for ...

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3 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
36

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 wh...

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6 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
33

Workflow History to display errored lines from Sub-Workflows on Main Workflow history.

In cases where we have a failure in a Sub-Workflow for line approval (see PO Invoice Line Review or PR Line Review), the user would see the failure in the Main Workflow, but then need to open the Workflow element activities of the Sub-Workflow and examine the records line by line, from the Sub...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New