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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0 mikej117 over 7 years ago

Hi Jarrod, this is a familiar sounding requirement, but not one I've implemented as yet.

You could create a dashboard that containing search results for relevant record types that the user has access to. This would build upon the existing record functionality (rather than having to re-build it based on a database/CDT query).
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0 mikej117 over 7 years ago

Hi Jarrod, this is a familiar sounding requirement, but not one I've implemented as yet.

You could create a dashboard that containing search results for relevant record types that the user has access to. This would build upon the existing record functionality (rather than having to re-build it based on a database/CDT query).
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