We have several forms (10.1) where after submittal they are routed to a single step for approval. The customer is wanting to report on how many forms were approved or rejected. In old versions of Forms, the last step a form went through before completion was saved as the "Current Step", however in 10+ it appears that when a form is completed that "Current Step" is now empty. We previously reported on this by having multiple "End Events". Thus if approved I ended the process in the "Approved" end event, if rejected I ended the process in the "Rejected" end event and this value showed up in the Current Step and could be used for reporting. Without this ability in 10+, how are people going about allowing filtering/reporting so the end users can determine the actual final approval a form received? I guess I could have it trigger a workflow that then updated a variable for every form but this seems like a rather roundabout way to handle an easy request.
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It is now available. Your report can include "End Step" as a column or a filter. Thus you just have several end activities (e.g. "Approved", "Rejected", ...) and route to the appropriate one so that they can be reported on. It wont help on the existing forms processes that were not setup this way but atleast we have it moving forward.
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We have a feature on our roadmap to display which end event the process completes at. The plan is to show it in instance page and also supported in report to group instances by their completion step.
It seems like a pretty basic request to be able to build a report that shows the Approved/Denied status of each form. I'm running 10.4.0.1256 and it still doesn't seem to be available.
It is now available. Your report can include "End Step" as a column or a filter. Thus you just have several end activities (e.g. "Approved", "Rejected", ...) and route to the appropriate one so that they can be reported on. It wont help on the existing forms processes that were not setup this way but atleast we have it moving forward.
Thanks for the info Beau. I do understand what you are saying and will design appropriately in the future. I also don't think that we should have to design our processes around this limitation.
I agree completely! We used to have this option back in version 9 and then lost it for years. As the program grows, so do the capabilities. The designers are good at listening to the needs of the community so I imagine this could get even easier to report on in future versions.
The current step is empty for completed instance for it no longer at that step. We will see how can we improve this to meet your request.
Thanks, all of my customers who were on forms 9.X have come to rely on this and thus loose this ability when upgrading to 10.X. I understand why it is empty as it is no longer at that step, but we need something that allows us to report on this. What I would love is an activity in the Process Diagram that can update a variable (without having to call workflow to do it). Then we could just use that activity to update a "Form_Status" variable to "Approved" or "Rejected" and nothing would need to change from the reporting side.
We will considering support update variable in process diagram. As a workaround, you can use a Terminate End Event when Reject, and the status of the instance will become 'Completed via terminate end event" which you can filter based on that status for rejected instances.
We also need the functionality to show the result of an approve/reject form and Show more details in the task name because the dashboard is very inflexible.
We need to be able to show what the Last Event was on a Form's process. Then we can have various end events that show "Completed", "Cancelled", "Rejected" and so on as the process dictates and we could then also report on them. The Terminate End Event does not work as it shows that the process was terminated to the customer and they do not view a Rejection as Terminated as everything functioned as it should. Please provide us this in reporting or some other method so we can filter reports to only those forms that were approved as this is critical.
Xiuhong Xiang, I also need this functionality. Unfortunately your workaround suggestion doesn't meet our needs.
I also would like to see a report where I can list all of the applications in a process that were "approved" or "rejected", etc.
As it has been over a year since this issue was reported and we've not been provided an out-of-the-box resolution, I am hoping someone from Laserfiche can comment on the status of this request. Can we hope to see this in 10.3 or is this a feature that is not in the works?
Hi Beau, there is no out-of-the-box solution for coming soon Forms 10.3 yet. We will add a system variable called "Completed at" which will record the completed step in Forms 10.3.1 and it will allow filter and group by that system variable. Does this meet your requirement?
That is great news. Thanks for getting that added on the roadmap as that will make a ton of people happy.
We're using Forms 10.1 and all steps are available in the Reports feature. I'm able to choose the end event if a supervisor denies a request. The end events aren't showing up for you in Reports?
Correct, in both Instances and Reports for any of my customers that have 10 or 10.1, we see it like this when the Status='Completed'.
In previous versions of forms it would show the last step before it was completed, which allowed us to report on this using the end event. Because there is no Current Step assigned to those completed processes, we can't report on which ones were approved and which ones were rejected.