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Creating a report based on information from the "Promotion Request"

VladiSlav
17-Peridot

Creating a report based on information from the "Promotion Request"

Hello, please tell me how to use Query Builder to get a report that will display the contents of the "Process Status" table from the "Promotion Request"?

I want to output all the queries for a certain period, but I failed in solving the issue.

1 ACCEPTED SOLUTION

Accepted Solutions

I have a report that returns information close to what you're looking for. Try joining these:

 

joe_morton_0-1630603367920.png

Context is optional, if you don't need it for your reporting, you can leave it out. (I like having that info). 

WF Voting Event Audit contains the user's vote and user comment. It is only filled in if the task is completed. If you want to have this info, but also want to return open tasks that aren't completed yet, you'll need to use the "Outer Join Against " option on the join, set to WF Voting Event Audit.

WF Assigned Activity is where you can get Task actual start and actual finish

Workflow Process is where you can get info on the overall process, like start time and finish time as not all tasks may be assigned when the workflow is initiated.

 

View solution in original post

8 REPLIES 8

Below a list taken from PTC TS article about query builder report for Promotion e Workflow.

 

A more comprehensive list in this document

 

Take a look also to this article

 

 

 

How to generate a report with events from workflow tasks
https://www.ptc.com/en/support/article/CS32218
 
How to retrieve records for delegation/reassignment
https://www.ptc.com/it/support/article/CS39534
 
Report listing all open Work Items assigned to a user within a specific context
https://www.ptc.com/en/support/article/CS42158
 
How to add Promoted By and Promoted On in advanced search criteria
https://www.ptc.com/it/support/article/CS55947
 
Report to fetch Promotion Request records
https://www.ptc.com/en/support/article/CS112325
 
How to generate report to display "Promoted on" attribute from the Maturity History table of an object
https://www.ptc.com/en/support/article/CS115668
 
How to get Primary Business Object name from WfVotingEventAudit table using Report Manager
https://www.ptc.com/en/support/article/CS130932
 
Report to fetch completed task with approvers
https://www.ptc.com/en/support/article/CS137008
 
How to generate a report that will show the documents, their Promotion requests and the name of the context
https://www.ptc.com/it/support/article/CS141905
 
Windchill Data Model for Workflow related objects
https://www.ptc.com/en/support/article/CS153902
 
Report to fetch reassign information of a promotion request
https://www.ptc.com/en/support/article/CS162802
 
Query all workflows to determine for class/method used in them
https://www.ptc.com/it/support/article/CS168660
 
Report to list workflow tasks assigned to disconnected users
https://www.ptc.com/it/support/article/CS178728
 
How to generate QML report for the Tasks past deadline
https://www.ptc.com/en/support/article/CS180709
 
Report returning runtime routing list for Setup Participants from a workflow
https://www.ptc.com/it/support/article/CS210243
 
In which database tables are stored the workflow execution objects?
https://www.ptc.com/it/support/article/CS214035
 
Report to find out values of Promotion Preferences
https://www.ptc.com/it/support/article/CS215586
 
Report to fetch the Open Task assigned to User in a Product
https://www.ptc.com/it/support/article/CS246581
 
How to link SignatureLink and Workflow Process table and fetch data from them
https://www.ptc.com/it/support/article/CS258046
 
Report to get the Actual Start and Actual Finish of Assigned and Completed Workflows
https://www.ptc.com/it/support/article/CS284873
 
Is it possible to display in Query builder (tasks from the WFBlock) and (tasks from the WF)
https://www.ptc.com/en/support/article/CS306945
 
How to query or get report for activities that are of type "Set Up Participants"
https://www.ptc.com/en/support/article/CS310537
 
How to display all open tasks for all users on my homepage
https://www.ptc.com/en/support/article/CS321622
 
Report to list processes which may have tasks existing under them but are not open
https://www.ptc.com/en/support/article/CS341897
 
How to get an assigne name (in a role) from a workflow (Community)
https://community.ptc.com/t5/Windchill/In-the-query-builder-report-how-to-get-an-assigne-name-in-a-role/m-p/263254
 
How to generate a report of all completed Promotion Requests?
https://community.ptc.com/t5/forums/replypage/board-id/Windchill/message-id/63198
 
Query Builder Lifecycle History Example
https://community.ptc.com/t5/Windchill/Query-Builder-Lifecycle-History-Example/td-p/444736
 
Report on Workflow Processes
https://community.ptc.com/t5/Windchill/WindChill-Reports-Query-Builder-Locating-Fields/m-p/737015#M64301
 
Report showing date of last promotion
https://community.ptc.com/t5/Windchill/Report-showing-date-of-last-promotion/td-p/223769
Marco

 

thank you for the links, I've seen your message before.
https://community.ptc.com/t5/Windchill/Query-to-get-history-of-Change-Notice-like-Created-by-Number/td-p/185313


But not one solution did not give the desired result

Most of the support articles were written in response to a user request (some I did myself).
If you have active maintenance support, you could open a call and ask if they can give you a suggestion from which to build your report.
That way, if there is a positive response, I could add this to my list as well.

 

Marco

There isn't a "Process Status" table on Promotion Request - likely you are interested in something similar.

Regardless, I can help if you  are more specific.  Maybe screen capture from a Prom Req what you'd like to see in a report.

TomU
23-Emerald IV
(To:MikeLockwood)


@MikeLockwood wrote:

There isn't a "Process Status" table on Promotion Request...


Yes there is:

 

TomU_1-1630595610905.png

 

 

I have a report that returns information close to what you're looking for. Try joining these:

 

joe_morton_0-1630603367920.png

Context is optional, if you don't need it for your reporting, you can leave it out. (I like having that info). 

WF Voting Event Audit contains the user's vote and user comment. It is only filled in if the task is completed. If you want to have this info, but also want to return open tasks that aren't completed yet, you'll need to use the "Outer Join Against " option on the join, set to WF Voting Event Audit.

WF Assigned Activity is where you can get Task actual start and actual finish

Workflow Process is where you can get info on the overall process, like start time and finish time as not all tasks may be assigned when the workflow is initiated.

 

 

thank you very much for your answer. You helped me, this is what I need.
Please tell me how I can add a list of options to choose from for the Context?

Glad I could help!

I think the query reports will only give  you a drop down list if the parameter is constrained by an enumerated list. I'm not really sure how to get a drop down list otherwise.

 

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