As a security request user, you can create a security request from any page. Usually, a security request must be approved by the security manager.

Once you have completed the security request creation, submit the security request for approval.

How the approval process is done, depends on the setup:

  • An approval workflow is active: You submit the security request to the approval workflow.
  • No approval workflow is active: You manually assign the security request to a security manager for approval.


Standard procedure

1. Click the Settings button and click My security requests.
 

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.

Notes

To use a workflow for the security request approval process, make sure the workflow:

  • Is created.
  • Is of type DSMSecurityRequestWorkflowType.
  • Has an active version.

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

Manage security requests

 

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