Bug need to be fix related to workflow not receive notification on action center
unable to receive any notification on Action center using workflow originator when approve or reject record
Workflow history able to save personalized view along with filtered columns
There is a lot of information in Workflow history > Tracking details list.
We would like to keep the filters on columns such as Context & Action to remain upon saved.
However, after saving personalized view with such filters, system will always reload without the filters...
Power Automate Invoice Post Trigger has more meaningful output
Tried using Power Automate to communicate with Finance and Ops when an invoice journal is posted. Unfortunately the values retrieve on the trigger action are very limited and don't seem to contain even the ID of the journal or journal line to use in a query or identify the journal/line that h...
Number of approvers needed in workflow
When you assigne the approval step to multiple users or a group of users, it is possible to specify the number of approvers needed. It is possible to chose between Single approver, Majority, percentage or all.
In many cases you only want two set of eyes from the on a document. I...
Ability to reset worfklows with status "Unrecoverable" related to project management and accounting document types
If the workflow for a document related to D365 Finance project management and accounting module (e.g., project invoice proposal) turns into "Unrecoverable", users cannot cancel/edit/delete/resubmit the document. There should be a provision to perform such actions.
Microsoft h...
Approval workflow for sales order invoices
It is possible to define a workflow for the approval of free text invoices. It would be desirable if a similar workflow for the approval of sales order invoices could be set up, e.g. to avoid credit notes to be issued without an approval of a person with the appropriate signing limit.
Timesheet approvals should auto-advance to the next timesheet document awaiting my review
As of F&O version 10.0.30, the timesheet approval process is clunky when I'm a manager of several employee-resources and need to review-approve, review-approve, review-approve, review-reject, review-approve, etc, etc.
It is
Vendor Invoice Approval - No restart after request change, rejection
In an invoice approval workflow with conditional decisions, it should be possible that when rejecting the approval or requesting a change, the entire workflow checks the conditional decisions again after the change and is then reassigned to the person who should receive the workflow according ...
Vendor Invoice Approval - Changing possibility while workflow is in approval process
In an Invoice Approval workflow with conditional decisions it should be possible to have the possibility to restrict the option of making changes to an invoice such as changing the invoice total or other financial data used from the pending Vendor Invoices Menue.
Exam...
Create a history workflow cleanup
Hello,
I propose to create a cleanup job for workflow history.
This will allow to better govern the volumetry of the database.
Thanks,