Hi Team,
I am trying to generate reports on processHQ. But due to the processHQ limitation on using one to many relationship records, I am unable to structure the report the way i wanted to do.
Actual Idea:
There is an approval flow, where one form will have multiple reviewers. From process HQ, I am expecting to prepare a report (record grid) where I show the formId and its multiple reviewers names.
Limitation:
Process HQ doesn't support using one to many relationship records.
Any Idea, if there is any work around here, to accommodate the actual Idea. Acc to Appian Documentation, it suggested to use backward relation to turn one to many -> many to one, but this will not fit into my case as i have many other records to deal with ( few are one to many while few are many to one).
I just want to know if anyone came across similar situation. If yes, may I your approach in solving this.
Thankyou!
Discussion posts and replies are publicly visible
Hi Geethasri ,
How did you want the one to many relationship to be displayed on the report?Did you want multiple rows of the same formId duplicated with a different reviewer on each row?orOne row with the formId and then all the reviewers on the same row? for example: comma separated in the one field, or if there is a fixed number of reviewers, a separate field for each reviewer.
Hi Kim,
We would like to have multiple rows of the same formId duplicated with a different reviewer on each row. This way it will allow us to filter on each reviewer name when needed.
As you have already suggested, this can only achieved by starting from the 'many' table on the report and working backwards.But this will mean you will not be able to join to any other one to many records for your report.The only other suggestion I have which is not really flexible, is to build a web api that will join some or all your tables in the format that you would like.Then create a record type to connect to that web api, set it to sync daily and show this record type in process hq.Then this new record type can be used in process hq for reporting.
Thanks for the suggestion, will think through it