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Report page macro displays pending document actions information for a given user - pending assigned workflow tasks and pending assigned approvals |
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Overview
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The Document Actions Report Macro displays details about pending workflow tasks and approvals information for a given user for each page in one or more spaces. The default report displays Document Actions (the pending tasks and pending approvals) in the current space for the user viewing the page. The report includes
Filter the displayed report on the page using the Type dropdown menu checkbox options to display either pending tasks or pending approvals for the user. |
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PermissionsAnyone can see the report, but the information displayed is filtered by the user permissions for the pages and the workflow state. View-only users only see results for content that has reached a Published ( Admins can make all results available to everyone by changing the Workflow Activity and Drafts Visibility settings. Adding the report macroTo add the report to a page choose the Document Actions Report macro on the draft page either by
Publish the page to view the default report.
Editing the macroOn the draft page with the added Document Actions Report macro
Scroll down the left-hand panel in the macro editor to customize the report and configure the macro filters. The default macro settings are
The default report displays all pending tasks and pending approvals assigned to the current user in the current space. Customizing the reportCustomize the number of items displayedSet the number of entries displayed in the report on the page. The default setting displays 20 items. One item is a single page, not a pending document action. A single listed page may have multiple document actions. Any additional items over this value paginate the report. For example,
Displays a report with multiple pages. Two items (pages) are displayed for each report page
The total number of report pages is appended to the bottom right of the report. Mouse over the report to navigate to other report pages. Filter the reportIn the macro editor select one or more options to filter the report. These include options to filter by document action assignee, state(s), parent page, space key(s), label(s), workflow(s) or CQL filter (see Report filters below). For example, add a user as a value for the Assignee filter - user Elle Bracus Report filtersOne or more filters can be set for the report in the macro editor.
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Reporting columnsAll columns are displayed by default. There is no configuration option for the display of columns in the report. The displayed columns are not named but the report displays the
Mouse over the report to use the Type dropdown menu to filter the report on the page by pending document action for the user
Exporting the pageThe document actions report macro is rendered when a page that includes the macro is exported to PDF, Word, HTML, or using the macro in a send-email action macro in a workflow trigger. The document tasks report is also supported when exporting a page using When rendering the exported table for the macro the document actions report macro filter settings are used to display the report.
An example of the document actions report on a page exported to HTML is displayed below: By default, exporting to PDF or Word exports the last approved version of a page with an applied workflow with a final state. Send-email trigger export exampleThe following is an example of a workflow trigger to include in a workflow that exports the document actions report on the change of the applied workflow state to Triage.
Related pages |