Workflow Email Notification option to only send a single email upon workflow rejection
When a transaction (AP invoice, Purchase Requisition and Purchase Order) is rejected within workflow, if the option to send a rejection notification email is setup, D365 will send two notification emails.
The first notification email will be the custom text from the rejection notificatio...
Add submitter and approver(s) columns to workflow history summary
The workflow history summary screen, the screen that list all the workflows including status is very useful. But sadly, is lacking two important things. A column for who submitted the workflow and a column for the approver. The great advantage of workflow is it let us easily enforce segregatio...
Inactivating a Project Task
As a service company that has multiple stages to a project it would be great to have the ability to make a specific job task inactive to prevent any time being posted to that task once it has been completed.
For a simple example a project has three task lines:
Adding "Does not contain" filter in dropdown list for Workflow Activation Criteria
We would like to add a "Does not contain" filter in the dropdown lookup in the workflow activation criteria. We tried to use the "is not" condition for specific product names that we wish to exclude but that didn't work as the "is not" filter will select the e...
Collaboration tool for workflow approvals
We would like to have the possibility to collaborate/conversate via Teams when it comes to workflow approval.
Since there is now a Power App for approvals (Purchase order and Purchase requisition), it would be convenient to harvest this and make it available in Teams to foster collabora...
Enable users to receive recurring workflow-related emails
Hi there,
We have a PO workflow configuration (out-of-box solution) in D365 F&O, and the user will receive a workflow-related email notification if the PO needs his/her approval. But some users ...
Allow workflows that would route to leavers to route to their delegate
Currently, if a workflow attempts to route to a leaver (deactivated user), the workflow fails. Even sysadmins are not able to reassign it to another user. It is a pain to sort out these issues - as an example we have to take a PO to draft, change the orderer on a PO and take it back through...
Fixing bugs cash advance workflow via powerautomate
An error has occurred. Exception occurred while executing action complete on Entity WorkflowWorkItem: The RefTableId (11821) must refer to either TrvExpTable (12016) or TrvExpTrans (10669). Exception has been thrown by the target of an invocation.\r\nclientRequestId: 0fa31d17-34c5-4917-abbd-d7...
Manually Select An Approver When Submitting a Workflow
The feature of manually select an approver when submitting a workflow seems like a good feature. It couls be user groups too.
Because sometimes in some cases, the approver is not predetermined. It can always be different. In that case this feature will come in quite handy.
Re-evaluate workflow condition when re-submitting
Workflow: Condition DefaultDimension.Department direct to wrong approver although requester updated the content and resubmit it with correct condition.
The workflow condition for financial dimension does not work as expected. Since thi...