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Question

Question

Custom Reporting | Task Names

asked on September 10, 2024

Hi all, 

 

I am looking to create some custom reporting by using a database, however I'm stuck on how to retrieve the current task the process is on.

 

So for this example, the challenge I am having is if I trigger the worfklow, it can't see future Tasks, only what has been previously submitted. Below what I'd like to be able to report on The current task and who its assigned to, which would be Task 1.

 

Has anyone got any ideas, or how do you tackle your reporting. I wanted to make it procedural so I could use it on any workflow.

 

Thanks

 

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Replies

replied on March 20

You could just use the Forms built-in reporting feature, but you can also query SQL directly. Here's an example, using the connection to your Forms database.

SELECT DISTINCT i.displayname as initiator_displayname,
	i.username as intiator_username,
    u.displayname as assignedto_displayname,
	u.[username] as assignedto_username,
	--w.resume_id,
	--worker_instance_id,
	--p.start_entity_id,
	--owner_snapshot_id,
	--o.displayname as owner_displayname,
	--o.[username] as owner_username,
	--a.user_snapshot_id,
	--w.team_id,
	t.name as assignedto_teamname,
	bp_name,
	form_name,
	step_name,
	w.date_created,
	assign_date,
	due_date
FROM [cf_bp_worker_instnc_to_resume] as w
inner join [cf_form_process_mapping] as f
on w.form_id = f.form_id
inner join [cf_bp_processes] as p
on f.process_id = p.process_id
left join [cf_bp_instance_approvers] as a on a.resume_id = w.resume_id
left join [cf_user_snapshot] as o on o.id = w.owner_snapshot_id
left join [cf_user_snapshot] as u on u.id = a.user_snapshot_id
left join [teams] as t on t.id = a.team_id
left join [cf_bp_worker_instances] as wi on wi.instance_id = w.worker_instance_id
left join [cf_bp_main_instances] as mi on mi.bp_instance_id = wi.bp_instance_id
left join [cf_user_snapshot] as i on i.id = mi.user_snapshot_id

GO

 

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