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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Transfer worker Workflow
Finance | Project Operations, Human Resources, ...
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Transfer worker Workflow

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Posted on by WolrabS 22

Hi,

We have enabled the Transfer Work Workflow,; however our process is that if the worker is being transferred to a new position / job under a new manager then the workflow should be assigned to the receiving manager. 

The problem I am facing is that I can't find a way of selecting the receiving manager to either assign the workflow to, or to notify that they have work to do.

Would anyone have have any thoughts on how to do this?

Thanks

Sean

I have the same question (0)
  • qianwang Profile Picture
    qianwang 7,168 on at

    Hi WolrabS,

    How do you set up your workflow?

    Have you tried the following settings?

    0358.png

    Regards,

    QianQW

  • WolrabS Profile Picture
    WolrabS 22 on at

    Hi QianQW,

    Sorry, I can't see your picture clearly.

    Sean

  • qianwang Profile Picture
    qianwang 7,168 on at

    Hi WolrabS，

    I uploaded it again.  Check if you can see it clearly.

    Regards,

    QianQW

  • WolrabS Profile Picture
    WolrabS 22 on at

    Hi QianQW,

    Sorry, I can't see it at all now.

    Regards

    Sean

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

    Hi Sean,

    The screenshot is visible for me. You can click on it to make it bigger.

  • WolrabS Profile Picture
    WolrabS 22 on at

    Hi QianQW,

    Sorry, I was being a doughnut! I can see the screenshot properly now!

    This is the screenshot from my workflow:

    pastedimage1592387658239v1.png

    I can't find anything that would look like yours.

    Kind regards

    Sean

  • qianwang Profile Picture
    qianwang 7,168 on at

    Hi WolrabS,

    142.png

    143.png

    144.png

    Regards,

    QianQW

  • WolrabS Profile Picture
    WolrabS 22 on at

    Hi QianQW,

    Thanks for that, so does this mean the current manager or the new manager?

    pastedimage1592389273954v2.png

    Kind Regards

    Sean

  • qianwang Profile Picture
    qianwang 7,168 on at

    Hi WolrabS,

    In my test, the hierarchy selection cannot meet your requirements. It assigns work items to 'report to' of the submitter.

    The method I can think of is to increase the conditions to judge the departments in turn. Please try and test it.

    146.png

    147.png

    Regards,

    QianQW

  • WolrabS Profile Picture
    WolrabS 22 on at

    Hi QianQW,

    This would imply that the new department is a part of the workflow data. Is that correct?

    Thanks

    Sean

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