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geethasrik0957
June 25, 2025
Question

Report Generation using Process HQ

  • June 25, 2025
  • 6 replies
  • 0 views

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!

    6 replies

    stefanhelzle0001
    stefanhelzle0001
    June 25, 2025
    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.

    In my mind, this is a process, where each reviewer has a task assigned. Then, I use a process report to show users a task list.

    I do not see a use case for process HQ here.

    G
    geethasrik0957Author
    June 25, 2025

    No, I am not referring anything from developer's perspective for showing tasks list. I need to generate a report in processHQ to display all records information at one place which is helpful for the business users to understand and deal with their data.

    kimp0001
    kimp0001
    July 10, 2025

    Hi [mention:ce3c238c3c8d4f53bd5505359d7d0961:e9ed411860ed4f2ba0265705b8793d05] ,

    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?
    or
    One 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.

    G
    geethasrik0957Author
    July 10, 2025

    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.

    Thankyou!

    kimp0001
    kimp0001
    July 10, 2025

    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.

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