Overview of Participating processes

RE: Overview of Participating processes

mikej117 — Thu, 08 Sep 2016 06:39:36 GMT

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).

RE: Overview of Participating processes

narasimhaadityac — Wed, 07 Sep 2016 15:55:54 GMT

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.

RE: Overview of Participating processes

ChristineLHutchison — Wed, 07 Sep 2016 15:30:44 GMT

Maybe I'm not quite understanding but here are some thoughts

1. For any records or tasks they have access to use a milestone bar component to show the steps and where the process is
2. Create visios, print the process model documentation, or create ppts to depict the work flows available in the system. Create a process flow library record that lists all the documents. Create a table that stores some meta data and the doc id. On any other task or record dashboard link to the appropriate record dashboard.

Do either of those options help?

Thanks