As a security request user, you can create a security request from any page. Usually, the security manager must approve a security request.
Once you have completed the security request creation, submit the security request for approval.
How the approval process is done depends on the setup:
1. | Click the Settings button and click My security requests. |
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Note: You can open the My security requests page from any page. It always shows all security requests of which you are the owner. |
2. | Sub-task: Submit security request to approval workflow. |
2.1 | In the list, find and select the desired security request. |
2.2 | Click Workflow. |
2.3 | Click Submit. |
2.4 | On the dialog, click Submit. |
3. | Sub-task: Manually assign security request to security manager. |
3.1 | In the list, find and select the desired security request. |
3.2 | Click Owner to open the drop dialog. |
3.3 | In the list, find and select the desired security manager. |
3.4 | Click OK. |
3.5 | Click Status. |
3.6 | Click Waiting. |
4. | Close the page. |
To use a workflow for the security request approval process, make sure the workflow:
To manage the security request workflow, go to Security and compliance > Setup > Security and compliance workflows. The Security and compliance workflows page is the standard D365 F&SCM Workflows page but filtered for the Security and compliance studio workflows.
Related to | Notes |
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Manage security requests |
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