Delegate multiple workflow work items at the same time in D365FO

Delegate multiple workflow work items at the same time in D365FO

It is already an older feature, but by accident I came across this feature: Delegate multiple work items. Because this feature is not enabled by default, I thought it would be good to share it.

Without the feature you can already delegate work items of workflow:

No alt text provided for this image

But when you select multiple work items, the 'Workflow' button will be greyed out:

No alt text provided for this image

So if you want to delegate these work items, you have to select them one by one to be able to use the workflow options.

After enabling the feature 'Delegate multiple work items' a new button 'Delegate work items' is available in the form. This button is also available when you select multiple work items, also if the 'Workflow' button is greyed out:

No alt text provided for this image

Now you can select the user to delegate to and enter a comment when necessary:

No alt text provided for this image

After confirming these settings with the 'Delegate work items', the work items are delegated and not in my list of open work items anymore:

No alt text provided for this image

Note: On the Microsoft Learn page is mentioned that the feature is disable by default. This is also my experience. Als is mentioned that this manual mass delegation only works for the following workflow types: Purchase agreement approval workflow, Purchase order workflow, Purchase requisition review, and Vendor invoice workflow.

My experience is that this option is available for more workflow types, also because of the example I used in this article (General Journals). But also if I use the 'Proposed vendor change workflow' the Delegation option is available:

No alt text provided for this image

And also here the delegation works successful:

No alt text provided for this image


Khawaja Muhammad Bilal Kashmiri

A.F. Solution Architect》MCP 》MS Dynamics AX & D365 F&O 》Supply Chain Professional》Gold Medalist 》Hospital & Lab MIS 》Retail Applications 》Integrations 》Customized ERP 》Power Automates

7 个月

What about the System Admin , Either he can delegate bulk for ther user or not. becuase its just work items assign to me,

回复
Ashaduzzaman Sapan

Senior Programmer, Information Technology, icddr,b. Masters in Information Technology at IIT, Jahangirnagar University

9 个月

Hello Hylke Britstra, Thank you for sharing all the articles on D365 FO. Could you please advise on how we can delegate all types of tasks, workflows, and roles in a single delegation process? Specifically, we need a method that encompasses all permissions and workflows, including pending tasks, to be delegated effectively. Thanks in Advance. AShad, Bangladesh

回复
Sathish Chinnappan

MCP|Microsoft Dynamics 365 F&O/AX Solution Architect

1 年

is it possible to approve multiple workflow work items at the same time?

Kamonou R.

ERP-D365 Operations Support, ICT Network Engineering, Data Analyst | MBA, CISCO, ITIL4, M365

1 年

Thanks Hylke Britstra for posting, this is indeed helpful ??

Yasir Ammar (MPA, FCCA)

Functional Consultant Dynamics 365

1 年

Quite useful. Thanks for sharing

要查看或添加评论,请登录

Hylke Britstra的更多文章

社区洞察

其他会员也浏览了