web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Display “What has changed” to change approver in change position request

(0) ShareShare
ReportReport
Posted on by 25

Hi all,

Please review this suggested improvement to the HR system:

Description of Change / New Functionality / Business Requirement
Detailed Requirement
When a user submits a position change request, the approver cannot see the changes in field values that are being sent through for approval.

Business Case
Rotork users who approve position change requests have had issues understanding precisely what changes to the position are being changed in a request. Making the “before and after” clear within the screen in which the approver processes the change request will add significant clarity to what they are approving.

Benefits / Improvements
Less confusion in what has been changed in the request, leading to less rejections of such requests and subsequent re-work.

Current Solution
Requester goes into screen MSS > My Team > My team information > My Team Information > Request change to position details and enters an action type and clicks continue

0535.Change-approver-view-pic-1.png

Requester changes fields as required (in this example Full-Time Equivalent and Position type in the general tab)

8132.change-approver-view-pic2.png

User then submits the change request to workflow and adds a comment if required:

5751.change-approver-view-pic-3.png

The approver receives a notification that a change position request is waiting their approval, they enter the screen and see this (note that the submitter comments are visible, but the fields that have changed are not highlighted in any way):

2480.change-approver-view-pic-4.png


Proposed Solution
We suggest updating the change position request to clearly display the “before and after” values. One example of where this is already available is the transfer worker workflow. Below we see that format of the request, clearly showing the current and new assignment.

0654.change-approver-view-pic-5.png


If the change position screens (both when creating / submitting the request, as well as approval) were updated to easily identify the changes being requested, it would be a good step forward in functionality.

I have the same question (0)
  • Steve Buttle Profile Picture
    25 on at

    .

  • Suggested answer
    Alice Bossen Profile Picture
    on at

    Hi Steve,

    What a good suggestion. Please enter it in the Ideas Portal - https://ideas.dynamics.com.

    Best regards,

    Alice Bossen
    abossen@microsoft.com

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 451 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 428 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans