7

Workflow conditions multiple values in a single condition separated by comma

In most query tools today you can have multiple values in a single condition. When building out workflow for GP, we often use the requested by field and have to repeate the conditions several times if there are more then one user. For example: Amount < 5000 and Requested by = Rklaproth OR Amo...

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Category: Tools - Workflow (45)

STATUS DETAILS
Needs Votes
6

Allow deletion / rename of workflows while retaining workflow history

The allows workflows to be renamed to something more appropriate as sometimes users are a be minimalist when establishing them. Also, it would be good to allow deletion of old workflows that will not be used again but preserve history. An option would be a logical deletion that would basically...

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Category: Tools - Workflow (45)

STATUS DETAILS
Needs Votes
6

Workflow for new Items in Inventory

It would be great to expand workflow to the Inventory series, specifically for new inventory items. I've received this request several times - if there is a way to have an approval of a new item before it can used on a BOM or transaction.

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Category: Tools - Workflow (45)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

6

Add Note Text to payables workflow message

Make Note Text from transaction entry available as a field to add in Workflow Email Message setup

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Category: Tools - Workflow (45)

STATUS DETAILS
Needs Votes
6

Add Navigation Lists for new GL Account Approval workflow

The newly released (with GP2018) General Ledger Account Approval workflow is a nice feature add, however it appears that the associated Navigation List is missing. For example in purchasing, I have a Navigation List for Vendors containing "Vendors Not Submitted" & "Vendors Pending Approval" and ...

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1 Comments

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Category: Tools - Workflow (45)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. From your description, we believe this functionality is already available under the Accounts Navigation List in Finacials. List views have been created for Accounts Not Submitted and Accounts Pending Approval.  Because there was an existing navigation list, we did not have to add a new navigation list to display the workflow status. This is by design.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

5

Expand Workflow Auto-Posting to Transactional Workflows - Purchasing Receivings

With 18.5, we were given the function to auto-post a batch after approval.


Particularly with Receivings Transaction Approval (where there is no batch-level approval optional available), our users would benefit greatly from the ability to auto-post a TRANSACTION (that's sitting...

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Category: Tools - Workflow (45)

STATUS DETAILS
Needs Votes
5

Workflow for Revenue and Expense Deferral

Please add workflow support for Revenue and Expense Deferral module.

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Category: Tools - Workflow (45)

STATUS DETAILS
Declined
Ideas Administrator
Thanks for the suggestion, we will not change at this time.
Microsoft
5

Workflow - Define Specific Number of Approvers in Step

We currently have 3 options for approval steps. - Requires 1 approver - Requires majority approver - Requires all approvals A 4th step being... - Requires __ Number of Approvers Would be incredibly helpful in just about every scenario that I can imagine for the Purchasing module if nothing else...

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Category: Tools - Workflow (45)

STATUS DETAILS
Completed
Ideas Administrator

This is a feature in the 2021 release
(+) Microsoft Dynamics GP October 2021- Workflow Approval Count - Microsoft Dynamics GP Community
Thanks
Terry Heley
Microsoft

5

GP Workflow Setup Window: Allow App passwords for authentication using O365 account

When setting up Workflow System Settings in GP, you need to use basic authentication if you are using Exchange Online. Currently, the password limit is 15 characters. Can we set up the workflow system settings to work the same way the Exchange is setup for emailing in GP such as allowing the u...

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1 Comments

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Category: Tools - Workflow (45)

STATUS DETAILS
Completed
Ideas Administrator
5

Ability to sort data in Workflow Email Document Line Fields

For workflow emails that include the potential to present multiple records (like PTE Timesheet information), we need the ability to create custom sorting rules in the Document Line Fields section. Specifically in the PTE Timesheet email, the data includes multiple time records for different da...

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Category: Tools - Workflow (45)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Charlie, Thank you for the suggestion. We will consider this for a future release if there are enough votes. 

Jodi Christiansen
PM, Microsoft