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The Document Tasks Report Macro displays details about workflow tasks and related information for each page in one or more spaces. On the page, a live filter is available to display information by the user assigned to a task. The report macro can be configured in the macro editor to filter the displayed workflow task information. Once added to a page, the report macro dynamically updates the displayed information. 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 Tasks Report macro using either
Publish the page to view the default report The default report displays information for each page and blog post in the current space @self
The default report display is a maximum of 20 report entries. Displayed report entries are per page. If a page has more than one task, the page is one line in the report and this report line displays all the tasks for the page. Sort the report by Page title (alphabetically, ascending or descending). Move the cursor over the report to display
The space tools refresh data dashboard option is used to refresh the workflow properties data used by in-app reports and report macros. Editing the macroOn the draft page with the Document Tasks Report macro added
By default the macro displays
The report displays the workflow task information displayed
Displayed items are by page not by task. A single page with multiple tasks is displayed as one line in the report Customizing the reportCustomize the number of items displayedCustomize the displayed report in the macro editor to set the number of entries displayed in the report on the page. The default setting displays 20 items. Any additional items over this value paginate the report. A page is defined as one item. A page with multiple tasks is considered a single item in the report. For example, a report for a space with 3 pages with workflow tasks, customized to display 2 items, shows a page with multiple workflow tasks as one item line. The total number of pages is appended to the bottom right of the report display. Mouse over the report to display the navigation to additional report pages. Filter the reportIn the macro editor select one or more options to filter the report. These include options to filter by pending task assignee, state(s), parent page, space key(s), label(s), workflow(s) or CQL filter (see Report filters below). For example, add a filter on the Pending task assignee filter using user Suni Conn. The filtered report displays only page(s) with a pending task (tasks status of
Report filtersOne or more filters can be set for the report in the macro editor.
Reporting columnsAll columns are displayed by default. There is no configuration option for the display of columns in the report. The displayed columns are
Completed tasks
Exporting the pageThe document tasks 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 tasks report macro filter settings are used to display the rendered report.
An example of the rendered document tasks report on a page exported to HTML: By default, exporting to PDF or Word a page with an applied workflow with a final state exports the last approved version of the page. Send-email trigger export exampleThe following is an example of a workflow trigger to include in a workflow that exports the document tasks report on the change of the applied workflow state to Triage Tasks.
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