4

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.

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0 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
7

Default order type not available in workflow condition

Since we lost our item type BOM there have been so many situations where we have trouble in workflow conditions and other situations where I need to sort on "MAKE" versus 'BUY" items.

Because the default order type is hiding in a supporting table of the item table, I can't use a condit...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
23

Add Workflow History to data entities

There are many data entities related to workflow but there does not seem to be any that show the workflow history.  There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.

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2 Comments

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Category: Workflow (77)

STATUS DETAILS
New
14

Making Workflow History more user friendly and visible

Currently it is difficult for an end user to go through the workflow history to actually find out where in the process that particular workflow is and where else it needs to go before it is completed. It would be great if this was made more visual with a checklist or flow chart

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0 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
6

Adjust team member security roles for full read and workflow approval

Based on licence documentation a user which has only roles for team members, in other words a team member user has the following rights:

  • Full read access across the entire application
  • Work with work items in workflow processes like purchase invoice approval
...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
16

Validation Should be Performed Automatically on Submit

When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.

We've had several instances w...

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3 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
12

All comment should be visible at each subsequent approval step

e.g. for a PR it may be submitted with an explanatory note, it may be rejected, be resubmitted, etc- there seems little point in having the feature to enter the comments if these are not easily visible to approvers.

Configuration allows last note as a parameter- this needs to be concat...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
10

Worker field as origin of hierarchy

When triggering workflows using an automated step (like vendor invoice automation), you would want to use one of the fields in the actual record as the origin of the hierarchy when doing assignments.

The person requesting the invoice should be the base for the hierarchy.

Today ...

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0 Comments

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Category: Workflow (77)

STATUS DETAILS
Needs Votes
16

Have the ability to setup workflow Escalation for a Work Item queue

In Dynamics 365 for finance and operations, there is an ability to setup the workflow and escalate if needed.

In the current design, the users can only select to escalate the workflow to the following options:

Hierarchy, Workflow user and users.

If users are using the Work...

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Under Review
17

Multiapproval

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

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1 Comments

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Category: Workflow (77)

STATUS DETAILS
Under Review