10

Workflow Execution Account setup should include Credential

When configuring the Workflow Execution account under System Administration/Workflow you should be required enter the user account credentials along with the name. This would be good security practice, similar to when setting up the SMTP email configuration user account.

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New
10

Purchase order line level workflow does not show in Purchase orders assigned to me form

Approvals for purchase order line level workflow which is configured in the purchase order header workflow should go to purchase orders assigned to me form instead of work items assigned to me.

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0 Comments

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Category: Workflow (142)

STATUS DETAILS
New
10

Workflow dashboard

A dashboard showing for the workflow type, number of open workflows by user and the ageing of the workflow. To provide the ability to identify users who are not fulfilling the workflow in a timely manner.

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0 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
9

Workflow history pane lacks approval actionmessage

Thanks for adding a quick workflow history view on invoice workflow, currently it shows the approval sequence and the last user how took an action on the workflow. What we require is what action was taken and any comments that the user has added.

I am sharing the image of what this requ...

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0 Comments

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Category: Workflow (142)

STATUS DETAILS
New
9

[D365] Export workflow to Visio format or PDF with all details

In the current workflow functionality, we only able to export the workflow to a .xml file or save it as an image. It will be difficult when the user wants to have all the details for the workflow like activation criteria, conditions groups, users, roles assigned to each action item in a friendly ...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
9

Unable to create/write "canSubmitToWorkflow" method (or) Standard override methods on table extensions in D365O

I need to create a workflow for which "canSubmitToWorkflow" method needs to be created on standard table which doesn't have canSubmitToWorkflow standard method but development is to be done using extensions.

In table extensions we can't override standard me...

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2 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
Ideas Administrator

This is currently in the backlog as deliverable 3888537. We are looking at whether the unimplemented method support would add performance cost since we don't want to degrade performance by adding this capability.

8

Vendor Invoice Approval - No restart after request change, rejection

In an invoice approval workflow with conditional decisions, it should be possible that when rejecting the approval or requesting a change, the entire workflow checks the conditional decisions again after the change and is then reassigned to the person who should receive the workflow according ...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New
8

Vendor Invoice Approval - Changing possibility while workflow is in approval process

In an Invoice Approval workflow with conditional decisions it should be possible to have the possibility to restrict the option of making changes to an invoice such as changing the invoice total or other financial data used from the pending Vendor Invoices Menue.


Exam...

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1 Comments

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Category: Workflow (142)

STATUS DETAILS
New
8

Return the Submitted by field to workflow history

In 2012 there was a field on workflow history that showed the user who had submitted the workflow and was very useful for admins to find particular workflows, this is missing in D365

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2 Comments

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Category: Workflow (142)

STATUS DETAILS
Needs Votes
8

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 (142)

STATUS DETAILS
Needs Votes