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...
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 ...
Make Workflow History Link Available At All Times
The Workflow History option should be available on the workflow menu at all times for any record. There are many scenarios where a workflow is canceled / reset to draft, and it would be useful to be able to see that history prior to resubmitting the item. Currently, there is no way to do this w...
Notification link
Would be good if the notification "Bell" icon list for task pending had a link directly to that task rather than having to go to the home screen and clicking the link there.
Email notifications grouped
Email notifications for things like approvals are sent for every workflow item even if the "grouped" user option is checked. The impact of this is if workflow approvals are completed at the line level for Expenses for example, a notification is sent for every line of the Expense Report.
D365F&O - Workflow event notifications to show in the user Action Centre
Within D365 Finance & Operations > User options > Workflow, there is a tick box / slider to enable 'send notifications to Action Centre'. When enabled, this will give you workflow notifications when something is assigned to you to action. However, this feature does not work for workflow event ...
add a popup message for a workflow when Aproval or Reject it
the current situation is that there is not any confirm message showed when the user click Approval or Reject for a workflow. it will make the user confused whether the request is finished. the customer expected that it will show a message to confirm the action is done after clicking Approval o...
Dynamic Customizable Workflow
There is a requirement for a "dynamic workflow" engine that we can setup for any required modules not specific to any. Other ERP offer this. Now, we need to customize F&O just to make customer creation workflow available for client. It;s not feasible to keep on creating multiple workflows specifi...
Multiple invoice approval
allow multiple invoice approval so that the invoice approval process can be streamlined