25.2 Workflow Management Enhancements

Modified on Thu, 21 Aug at 3:32 PM

Extend Workflow to allow for User Profile fields in variables

Description of Change

A new user function has been added to Workflow, allowing access to data from a user's profile.

 

Function

 

Clicking on the  icon gives a list of available user profile fields to be returned.

 

USERATR(New function to link back to user attributes

[REQUESTEDUSER], UserId field linking to a user profile

"FirstName") data field to be returned from the user profile

Note: user custom attributes include field types of Text, Date, Number and User.


Project Workflow Report

Description of Change  

A Project Workflow report is now available. 

For a given workflow users can now output a list of all submitted workflows of that type and see the status of them and, if they are awaiting approval, who they are waiting on. 

This report is designed to allow you to quickly identify all workflows that need actioning.  

For example: 

Notes: This report may generate large volumes of data so output is directly to Microsoft Excel (.xlsx) 

As an operational report, the date range is restricted to a maximum of three months. 

Where a workflow is waiting on someone to action the approval the ‘waiting on’ column will show either the user’s name or the role or profile of the user(s) who need to approve it.  If the approval step in workflow is configured to route the approval to a user via a variable, the waiting on column will be blank.  Support for variables will be added in an upcoming release.


 

 

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