Workflow option to skip user who submitted workflo
Workflow is submitted by one of assigned approval user. An option should allow to assign worflow to users except the one who submitted
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.
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Ability to reset worfklows with status "Unrecoverable" related to project management and accounting document types
If the workflow for a document related to D365 Finance project management and accounting module (e.g., project invoice proposal) turns into "Unrecoverable", users cannot cancel/edit/delete/resubmit the document. There should be a provision to perform such actions.
Microsoft h...
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.
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...
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 .
Automatically approving rejected purchase orders will result in an error
When using the purchase order workflow, if you automatically approve the purchase order whose approval status is "Rejected", an error will occur in the workflow update process. I would like you to correct it so that it will be updated automatically without causing an error. By the way, when I per...
New participants for Organisation hierarchy (new "start from" participants)
Organisation hierarchy has one flaw: the "start from" function. There are generally only two options: 1) the workflow originator 2) or the workflow owner This has a few limitations. Businesses can decide to submit AP documents centrally, the prime example being AP invoices. When AP invoices are...
Add onCanSubmitToWorkflow events in tables
I have a need to make changes in workflow functionalities in PDSApprovedVendorList and ProdJournalTable tables. Method canSubmitToWorkflow is not implemented in those tables, so chain of command cannot be applied and there is currently no events like this. Creation of these events would enable ca...