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Question

Reports needed in Forms

Updated September 14, 2018
asked on September 11, 2018

I need to get a report of all instances in which a specific person completed a specific task between a date range. And I'd like to get a report to find instances in which certain fields changed between one task and another.

How would I go about doing this? The operational reports don't show any of the information I need and the custom reports don't allow searches by task name, unless the instance is currently on that task. So... no task/step completed by userA search is possible.

Thanks!

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SELECTED ANSWER
replied on September 13, 2018

Hi Sheila, there currently is not an out-of-box solution to this reporting need. Getting the results depends how much do you know SQL to query that data. You can even do data lookups into a "Report" form if you don't like SQL, OR setup a form that collects date range tokens and person's name which then feed that information into a Workflow that does a custom query. 

Here is an example of what I did to audit my forms (using Custom Query in Laserfiche Workflow)

SELECT process_id, step_id, definition_json, name
FROM cf_bp_steps
WHERE step_type = 'userTask' AND is_inactive = 0 AND is_deleted = 0 and definition_json LIKE @json
ORDER BY process_id, step_id

the Parameters is setup like this:

The token "Search" is a "Assign Token Values" activity at the start of my workflow. Then you can record output in an email or file.

 

I know that this doesn't answer your exact question but perhaps it gets you started in the right direction.

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replied on September 13, 2018

Thanks so much, Lidija! I was able to get the information for the specific user, but I like the idea of creating a report form to make it flexible. My SQL skills are marginal, but something tells me they're about to improve! One of the things I'm trying to do is find out if certain fields changed from one specific step to another specific step, and what those changes/values were. I think I'm close to getting that to work. It's for an audit. This would also be useful for our management team, so making this flexible would be very appealing. I'll have to keep playing with SQL and see if I can get something that would work for multiple purposes.

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replied on September 14, 2018

Glad I could help Sheila! Have you considered using javascript to mark the changed field? It wouldn't necessarily give you a report of all changed values but the next User Task would have changed fields colored a different color. If you think this would help you any, let me know and I can post example code!

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replied on September 14, 2018

It's not necessary for a user to know that a field changed. The step where changes occur is a verification step just before the form gets sent into Laserfiche. I used to have the fields set to read-only, so that the verifier could note which fields are wrong and send the form back for changes, but the "owners" of the process wanted the verifiers to have the ability to change any field. The original process would have easily tracked forms that changed, but.... oh well! I'm sure I'll be able to figure out how to track the deltas between form submissions in SQL. It'll just take some trial and error. I'll let you know if I figure it out!

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