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...
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...
When "Disallow approval by submitter" on Workflow parameters is set to Yes, please change so that unable to specify a submitter on s final approver.
When set System administration > Workflow > Workflow parameters > General > Approver > Disallow approval by submitter to Yes, the customer can specify a submitter on a final approver. If the customer execute workflow with a submitter as a final approver, workflow will fail with an error after exe...
Making Workflow assignment to Security Roles compatible with Active Directory Groups Security Management
When having Active Directory Groups Based security management it is not possible to use the Workflow standard functionality : assign user to workflow element based on security role. The error says that it is unable to load a session for the User. However when assigning the element directly to use...
Email notification for work item queues
We have vendor invoices routing to user's work queues in workflow, but the users do not receive an email when an invoice goes to their queue.
Control of Workflow settings (authorization matrix) inside D365FO
In the workflow tool the setup of complex workflows can become very big. You need to set up many nodes with constraints like threshold amount, conditional decisions, approver. When a workflow need adaption to new requirements it is difficult to get that right. We are looking for possibilities to ...
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 ...