Workflows - Email Notification Templating
Given the limited abilities available through the email template upload tool, it would be advantageous to enable the system to link to rather than upload an external email template file for email notifications done in the system so that companies could easier format the email notifications sent o...
Copy and Paste Across Work Flows
Given the time and detail that it takes to build out some of the validation and conditional steps with their various parameters, it would help speed up workflow build out if there was the ability to copy and paste the entire tile from one workflow to another, keeping all embedded notifications, v...
Workflow Sign-In Options
Currently, the system requires a new login when opening each workflow. It would be significantly faster to work within multiple workflows if there were a way to enable sign-in through single sign on.
Ability to Delete Stopped unrecoverable Workflow
There should be a mechanism for System Administrators to be able to delete Workflow Instances with a Status of 'Stopped (error)', that on Resuming show a 'Failed to find workflow' error. Otherwise these will just sit there forever. These are listed in the WorkflowStatus page.
The behavior is the same as denial because the user cannot be specified in the purchase order workflow change request.
When the "change request" function of the purchase order workflow is executed, the flow returns to the creator of the purchase order, and the operation is the same as the "denial" function. In the "change request" of AX2009 and D365 version (Update24), the change request could be executed by spec...
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...
Workflow Status Tracker for Complete Workflow
Current workflow capabilities show the status for only workflow steps that have been completed. Request a complete status tracker that shows all workflow steps--to include pending/future steps and the related workflow step approver.
[D365] Export workflow to Visio format or PDF with all details
In the current workflow functionality, we only able to export the workflow to a .xml file or save it as an image. It will be difficult when the user wants to have all the details for the workflow like activation criteria, conditions groups, users, roles assigned to each action item in a friendly ...
Possibility to re-assign workflows (e.g. in case of illness)
There is a possibility needed to re-assign workflow tasks of special users. I didn´t find any possibility to get the workflows, that are already assigned to a special user. The idea behind it, is to have a possibility for adminitrators to re-assign worflow tasks if an employee is in illness or u...
Workflow Export to Visio
I would like to see the functionality of exporting workflows to MS visio or PDF in future so it can be used for reporting and approvals for the organization. It will allow the D365 users to see the flowcharts in detail and sign-off process. I believe it will be a great enhancement which will bene...