Narasimha Rao PV

There is a requirement that we need to extract workflow setup configuration with all conditions and authority of approval details along with all minor conditions defined on all types of workflows in system. We need these details in excel format.

We have generated and tried to extract details but that is getting generated in xml format which is of no use to our client.

D365 Workflow submission is not available in the Tax journal

Client wants to create expense reports from the "My Expenses" tab instead of using the workspace. the cash advance number and details are not visible in the "My Expenses" tab, which is a key requirement for the client.

Question is " if the TS has been created by my team member, then can i use this duty to submit the timesheet Or not ?"

Customer is having following query can aby one help on this :

Requirement

Currently Aptia TS Managers have the following functions in the business

• Approve TS
• Create TS on behalf ( they are setup as delegate)
• Submit TS for their team, even if TS is created by the member themselves.
• They currently have Team member license in the system

Problem Statement: Managers are not able to submit TS for their team members if the TS have been created by the Team members themselves. They do not have the ‘All Timesheet’ menu item in their security role (as it requires Operations license) and the ‘My timsheet’ only shows the TS they have created (either for themselves or their team).

Design Query

We want to create a customise view where Managers (Delegates) can see the TS of all their team members and be able to submit for workflow (if Team forgot to submit say during month end) under their existing team member role.

Looking at the highlighted section, I appears that ProjTimesheetDelegate Duty and Privilege should also with Submit for Workflow.

We therefore want to be certain that is the case before we develop this new Manager view as we don’t want to change the licensing implications here.