How to get a Report of Users who Have not Finished their Task on a specific Activity

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    Aravind Rajanna

    Hello Hong Nguyen,

    There are multiple approach which you can try to achieve your requirement.

    1. Make use of OOTB report.

    AgilePoint provide OOTB reporting capabilities using which you can build your own report for audit purpose. If you are using AgilePoint NX 8.0 you might need to try the new Analytics reporting tool available. Refer to this blog for complete details on Analytics:

    http://www.agilepointnxblog.com/category/analytics-and-reporting/ 

    However if you are still on AgilePoint 7.0 version you can make use of AgileReports and build your own custom reports.

      2. Make use of Manage center or Work Center – Process viewer feature:

    In Manage Center module there is an option where you can monitor the process of each and every process instance, you can give management team access to Manage center module so that they can check it themselves directly or in the work center also we have process viewed feature.

    3. Share the Process viewer URL with the upper management team, Once the process model gets initialized you can even plan to send email to the Management team with a Hyper link to process viewer URL so that this would give a more realistic and pictorial status of any particular process instance.

    4. Design it as part of Process Model itself: In the process model once the main process gets initiated try to kick off a subprocess continuous for every 1 hour or 2 hour based on your timer requirement. In the subprocess try to get all the Tasks for a particular activity and making of Microsoft Word Generator you can create a PDF document and attached it as part of email and send it to management team or you can also design the email template in such a way that it can display inline as part of email body task details in tabular format as well.

    5. Using Form based Application:

    You can use forms to generate report from the Workflow database. You can build a form in such a way that it can lookup into WF_MANUAL_WORKITEM table and have a cascade look up to fetch the task details for a particular process instance and you can display it in form a repetitive SubForm or grid. In the form itself you can try to have an option to download the pdf and which you can attach it as email and you send it to management team. 

    So there are multiple approach you can choose which suits the best but out of all sharing the process viewer URL would be simple one but also from usability perspective a better one.

    Regards,

    Aravind Rajanna

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    Hong Nguyen

    Hi Aravind,

        Okay thank you for the suggestions.   I will try and implement option #4.  I think this is the best fit for the requirements.  I will let you know if I run into any issues.

    Regards
    Hong

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    Hong Nguyen

    Hi Aravind,

       Would you know how I could get a list of users who are assigned the task?    I tried using the System data:

    Task Participant Full Name

    But this shows blank when I add this to an email template.  Is it because the task is still not yet completed, so the system does not know which users are assigned to the task?

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    Aravind Rajanna

    Hi Nguyen,

    System data: Task Participant Full Name is for specific Instance, we can’t find the assigned users in different application.

    You can use Query Multiple record activity from Database stencils. Please create complex node and map the query result to it so the next time you can loop and save all the users into single process fields and same field you can use it in the email activity configuration.

    Hope this helps

    Regards,

    Aravind Rajanna

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