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21-Topaz I
STEVEG21-Topaz I
21-Topaz I
December 15, 2020
Solved

Report - Link Workflow Process to Task

  • December 15, 2020
  • 4 replies
  • 4279 views

I am trying to link a "Workflow Process" to its Change Task.  I can't get it to show the Task information.

 

This is what I have so far.

STEVEG_0-1608067637699.png

Do I need to have an intermediate link to something else?

 

I am trying to link the Task to the Workflow Process.  The reason I need the Workflow Process is some of our workflows were not fully completed.  It's due to someone not taking something into account when creating the workflow.  I have a situation where the ECN shows Resolved, the Task shows as Resolved but the status of the Workflow Process still shows as Running in the Routing/Process History table.

I am trying to create a report with a criteria that says the Status of the process is Running but the ECN Task is Resolved.

 

I can get the report to show the Workflow Process but I can't get it to show the ECN Task.  The columns are blank for the Task Name and Number.

Best answer by BrianToussaint

Hello Steve,

Here is what I have for something similar.  It gives me the task, CN information, user, etc.  Don't know if this is what you are looking for.

 

report.jpg

4 replies

MarcoTosin
21-Topaz I
MarcoTosin21-Topaz I
21-Topaz I
December 16, 2020

Hi Steve,

have you already read this article https://www.ptc.com/en/support/article/CS63595 ?

 

It doesn't talk about workflow process but it may help you to understand links between the various change objects and point you in the right direction.

 

Marco
    B
    BrianToussaint19-TanzaniteAnswer
    19-Tanzanite
    December 16, 2020

    Hello Steve,

    Here is what I have for something similar.  It gives me the task, CN information, user, etc.  Don't know if this is what you are looking for.

     

    report.jpg

    I
    imendiola13-Aquamarine
    13-Aquamarine
    December 16, 2020

    Hi Steve,

    you can try to specify a criteria instead of using OOTB joins... take a look at this, it is an example for joining WFProcess with WTDocument:

     

    imendiola_0-1608128526359.png

     

     

    Regards

    S
    21-Topaz I
    STEVEG21-Topaz IAuthor
    21-Topaz I
    December 17, 2020

    @Marco_Tosin  I have not seen that before but it should help going forward.  Thank you.

     

    @BrianToussaint That worked Brian.  However, I am getting multiple entries of the same ECN #.  How can I remove the duplicates?  On the Properties page the Distinct and Group By boxes are grayed out.  Just for the heck of it I added Latest Iteration set to 1 on the Criteria page but that didn't work.

     

    @imendiola Iker, that is a little too complicated for me.  I'm no expert.  I know enough to get by on the easier reports.

    B
    BrianToussaint19-Tanzanite
    19-Tanzanite
    December 17, 2020

    @STEVEG - I only have the distinct checked.  It has been a while, but I know that sometimes it is difficult to get that checked. I also have Expose report checked.  I do have the following criteria also set up, and I do not know if that will help or not.

     

    criteria.jpg

    S
    21-Topaz I
    STEVEG21-Topaz IAuthor
    21-Topaz I
    December 17, 2020

    That's not helping but at least I got a report.

     

    It shows one entry for each of the Tasks roles.

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