4

Have the ability to turn off the Comment form when Submitting documents to workflow for each workflow type.

Our customer does not need to enter comments when submitting their workflow and would like to have the ability to turn on or off the Comment form when the workflow is being submitted.

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0 Comments

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Category: Workflow (157)

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Needs Votes
4

Dual Write

Hi Dual Write Team, I am currently working on a project where I have to Integrate d365 F&O with Field Service as I am using Dual write to sync data. Some Entity is using doInsert, doUpdate, and doDelete for data operation. As dual write is not getting trigger on the following event I have to cha...

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0 Comments

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Category: Workflow (157)

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Needs Votes
17

Enable workflow approval for new customer and vendor profile

Enable workflow approval process for new customer and vendor. Also extend the functionalities to more fields like address and bank account .

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3 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
17

Vendor name as placeholder in the Purchase requisition (line) workflow

At this moment it is only possible to add the vendor number as placeholder in the purchase requisition (line) workflow. It is hard to know what vendor it concerns as most users do not know the vendor numbers by heart. It would be better to also have the possibility to add the vendor name as a pl...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
7

When "Disallow approval by submitter" on Workflow parameters is set to Yes, please change so that unable to specify a submitter on s final approver.

When set System administration > Workflow > Workflow parameters > General > Approver > Disallow approval by submitter to Yes, the customer can specify a submitter on a final approver. If the customer execute workflow with a submitter as a final approver, workflow will fail with an error after exe...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
6

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...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
6

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 ...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
73

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 ...

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
16

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...

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2 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes
4

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.

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
Needs Votes