All the tasks for the particular record

Hi there,

We follow record centric design for our project. I just want to know if there is a way, we can determine all the tasks available for the records?

One way I know we can track all this information (task id) in the database, is there any other way to do?

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  • There is one more way - Mainitaining Task Details in Portal Reports (which we call Process Reports from 16.X version).

    Please find the steps below:
    1. Create a Task Report (of type Task Report Per Process Model)
    2. Mention the context of the process model as - list of process models which were configured as Related Actions on the Record (target Record)
    3. Make sure that the Report contains - Task Id, Process Name, Process Id, Task Start Time, Task Started By - as necessary columns which will let you identify the task details properly and you can add more columns as per the requirement
    4. Create Constant (of Single) of Document type and give value as above saved task report
    5. Create a Constant (of Multiple) of Process Model type and browse & select the list of process models as value
    6. Build an expression rule which executes a a!queryAnalytics() function on the above Report. Make sure to pass value for the parameter "contextProcessModels" as the process model type constant which you have created
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  • There is one more way - Mainitaining Task Details in Portal Reports (which we call Process Reports from 16.X version).

    Please find the steps below:
    1. Create a Task Report (of type Task Report Per Process Model)
    2. Mention the context of the process model as - list of process models which were configured as Related Actions on the Record (target Record)
    3. Make sure that the Report contains - Task Id, Process Name, Process Id, Task Start Time, Task Started By - as necessary columns which will let you identify the task details properly and you can add more columns as per the requirement
    4. Create Constant (of Single) of Document type and give value as above saved task report
    5. Create a Constant (of Multiple) of Process Model type and browse & select the list of process models as value
    6. Build an expression rule which executes a a!queryAnalytics() function on the above Report. Make sure to pass value for the parameter "contextProcessModels" as the process model type constant which you have created
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