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Question

Question

Use workflow to pull data from all submitted instances.

asked on August 28, 2024

I need to compare those who submitted a form to an employee list. This is after the process has already run and is complete, so I can't just put in a database update into the forms process. Is there a way to use workflow to pull all instances, from a specific Forms process, into workflow so I can use them as a cross-reference?

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Replies

replied on August 28, 2024

What is stopping you from updating some sort of data storage location in each process an employee is completing? You cannot easily query the forms database for completed instances for a process and identify the users that submitted them.

When I have built these types of processes in the past I've gone in both directions here:

  1. Employees start a process on demand via submitting a starting form
    1. Each instance updates a database or creates an entry in the repository upon completion
    2. A manager/admin has a starting form that searches the repository or queries the database and grabs submissions by employee id
    3. It is then up to you how you want to display the cross-reference here
  2. Manager/admin submits a starting form that invokes a workflow that starts a process for each employee in a database table
    1. Each employee submits and finishes the tasks assigned to them which updates a database
    2. Manager/admin can monitor completion directly in forms monitoring/reports
    3. Process in which the manager/admin originally submitted has a new task that searches the repo or queries the database by submission/employee id
    4. Same as 1.3 up to you how to display this data
    5. Parent process is submitted to show final completion
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replied on August 29, 2024

I was not asked to verify until after the form deadline and all forms were complete. Now I am being asked for a comparison to determine who didn't submit. I could do it manually, but it might be nice to build a process to avoid manual review.

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replied on August 29, 2024

Ah that makes sense, didn't realize this was post-mortem. 

Your best bet would be to custom reports to grab the employee ids from the completed processes, export this report, and then compare it to your list of employees in excel

 
 
 
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