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icon | view |
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title | See the Live Demo |
type | standard |
url | https://demo.servicerocket.io/display/RCW/Reporting+and+Comala+Workflows+Demo |
target | true |
Recipes
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Resources from
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Comala Document Management
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Understanding the Workflow Supplier
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The Comala Document Management workflow supplier allows you to access Workflow data using Reporting. It is an extension of our existing set of
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The 3 main objects supplied by the
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workflow supplier are
approvals
states
tasks
Any page with an existing Workflow will contain these 3 objects. To access the
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workflow data associated with each page or space, simply refer to the keys provided by the
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Fetching data from
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Comala Document Management workflows
Accessing the
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Comala Document Management workflow data is the same as any other key. Just refer to the
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workflow supplier to figure out what you would like to report on.
If you are an existing Reporting user, then this should be easy
Example
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workflow:state>name
returns the name of a page's state, this case it's 'In Progress'.
workflow
is the prefix, and state
is the key. name
is the chained key of state
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Limitations of
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Comala Document Management workflows
Under Approvals, there are 2 keys to determine approval:
approved
andrejected
with Boolean values that are basically a negation of each other
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e.g. when a page is not yet approved, then
approved==false
andrejected==yes
.
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this is unintuitive because if a page is not approved, doesn't mean it's rejected either
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because of this design, users will not be able to report on a list of rejected pages. The report would be a list of 'unapproved' pages instead
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Cannot access
workflow:tasks
orworkflow:approvals
directly
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if
report-info: workflow:tasks>name
is done, nothing
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is returned
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instead, the workaround should be:
{report-on: workflow:tasks}
{report-info: name}
Because all
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workflow fields are initiated to '' when a
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workflow is initialized, that means all values are already a string
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in most cases report-empty will not work
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workaround is to have very meaningful names in the 'default value' field
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Tasks and Approvals should be accessed using a collection-filter instead of a text-filter or date-filter
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this is because there are multiple tasks/approvals under the
tasks
object
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Info |
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Chaining a |