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Overview of Participating processes
jarrods229
over 7 years ago
We have a senior stakeholder who has suggested that every user should have a general overview from all processes which they are participating in. ie a dashboard which contains a list of processes which they have either initiated - or perhaps been involved through a mid level endorsement or approval step.
I don't think the News feed is going to cut it.
Has anyone implemented something along these lines?
My thoughts are:
1. Create a CDT written to the database in every process which contains some basic meta data and a list of participants.
2. Have a tempo report which queries the entity to produce a grid of results which can then link to record dashboards.
Any other ideas?
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narasimhaadityac
A Score Level 2
over 7 years ago
Hi, we have implemented something similar. We have created the workflow as sub tasks and stored info on each sub task assignee. We created a view with listagg of all users and used it for display purposes. So this enabled us the ability to show the processes which the user has been part of.
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narasimhaadityac
A Score Level 2
over 7 years ago
Hi, we have implemented something similar. We have created the workflow as sub tasks and stored info on each sub task assignee. We created a view with listagg of all users and used it for display purposes. So this enabled us the ability to show the processes which the user has been part of.
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