26

Multiapproval

When a manager approves timesheets it should be possible to mark and approve multiple timesheets at once.

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2 Comments

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Category: Workflow (142)

STATUS DETAILS
Under Review
Ideas Administrator

We are tracking multi-select approval as deliverable 336395.

26

Change based alert rule email link should open deep links to specific records

Notifications from Workflows and Alerts in D365 Finance & Operations currently include links to the related forms, but do not yet support links to specific records. Support for deep links to specific records would increase the user experience. An example is the change based alert rule email, wher...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New
22

Email notifications by Workflow

Currently you can only generate email notifications by workflow at a line or report level. The user should have the ability to define (via user preferences) that they wish to receive a summary notification daily/weekly. In selecting this option the system would only send a single email notificat...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
19

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 (142)

STATUS DETAILS
Needs Votes
19

Work Items Create a Defined Process to Generate Reminders for Completion

Currently within D365 there are defined processes for generating global emails on: * Missing Time Sheets * Un-submitted Expenses However, you cannot generate global emails for incomplete work-items. It would be beneficial to generate email reminders to users that have outstanding work-items by w...

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0 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
2

Stock and Cycle Counting Journal Improvement

Stock Adjustment and Cycle Count total cost value should be a field in the journal headers and available for selection as a workflow criteria, so journals can be directed through workflow depending on value, EG stock adjustments £1k go to the warehouse mana...

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1 Comments

Read more... 1 Comments

Category: Workflow (142)

STATUS DETAILS
New