DocuSign CLM: exporting outstanding tasks in a report

2 replies
142 views
Translate All

Is there a way to export the outstanding tasks in DocuSign CLM in a report, csv?

CLM

Pawan GangwaniAnswer

Hero

Hello @Justin Jiang

I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.

Thanks!

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

Pawan Gangwani

Answer

Hero

Hello @Justin Jiang

I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.

Thanks!

Translate

Way to Learn | I'd love your feedback | Hit Like | Mark it Best🌈

SpencerEllsworth

Active Voice

Hello @Justin Jiang

I hope you doing great. These is a one way around to do that.
so create one status attribute which shows that where is the task right now or where it’s outstanding.
you could populate this to an attribute or the document description and then put those into the report
and then create the “Workflow Activity Report” and apply the filter and column.

Thanks!

How do you suggest to add Description into a report?

Translate

Spencer

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.