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Workflow activity status into Report


Kunal Saini
Newcomer
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Can we add workflow activity status like "Waiting for Chris Rice to send for External Review" into the Report. As of now this is default status generated at Review and Send for External Review step.

Best answer by Pawan Gangwani

Okay Great then, What you can do.

1. First create one attribute in which you will store the value.
2. You can populate that status in the “attribute” or to the “Document Description” and then put those into the report.

I think that solution will resolve your issue.

Thanks!

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6 replies

Pawan Gangwani
Rising Star
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Hello @Kunal Saini 

Welcome to the community! 

So you are capturing this status in workflow and you want that status in Report as well Right?
 

Thanks!


Kunal Saini
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  • June 28, 2024

Yes @Pawan Gangwani,

 

You are right! I wanted to capture the status in workflow report.


Pawan Gangwani
Rising Star
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Okay Great then, What you can do.

1. First create one attribute in which you will store the value.
2. You can populate that status in the “attribute” or to the “Document Description” and then put those into the report.

I think that solution will resolve your issue.

Thanks!


Kunal Saini
Newcomer
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  • Author
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  • June 28, 2024

Thanks @Pawan Gangwani,

I appreciate you prompt response and solution this is working fine on my environment.


SpencerEllsworth
New Voice
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Kunal Saini wrote:

Thanks @Pawan Gangwani,

I appreciate you prompt response and solution this is working fine on my environment.

Which solution did you implement? Pawan recommends putting the status into a document description, but the description cannot be added to workflow reports from what I can see.


Pawan Gangwani
Rising Star
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SpencerEllsworth wrote:
Kunal Saini wrote:

Thanks @Pawan Gangwani,

I appreciate you prompt response and solution this is working fine on my environment.

Which solution did you implement? Pawan recommends putting the status into a document description, but the description cannot be added to workflow reports from what I can see.

  That’s correct, in workflow report we do not have “Description” as default column but via attribute we can put the “Document Description” as a column in report.