DocuSign CLM: exporting outstanding tasks in a report

Forum|Forum|2 years ago
June 21, 2024
2 replies
130 views

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

CLM

Best answer by Pawan Gangwani

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!

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!

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?

Spencer

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