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How can the Workflow with Document Report Type be configured in Vault?

I am troubleshooting for an issue and unable to locate “Workflow with Document” report type under Configuration> Report Setup > Report Types.

The query from our business is if there is a way to add rest of custom Comments columns along side “Task Comments” column.

 I also tried creating a separate report type in by trying to relate workflow type to document type but the options don’t come up.

Is Workflow with Document report a standard type for the product and can’t be configured  through front end?

How can the workflow with document report type be configured?

Thanks

 

6 comments

  • Avatar
    Graham G

    Hi - the report type Workflow with Document cannot be edited. By custom Comments do you mean the Task Instructions? We plan to add support for this field on workflow reporting in the near future.

    Thanks, Graham

  • Avatar
    MK2017

    Hi Graham,

    Thank you for your response.

    By custom comments I mean "any custom shared field of the type text with maximum length of 1500 "

     

    Let me know if you have understood my query now.

     

    Thanks

  • Avatar
    Graham G

    Are these custom document fields? If so, they should appear within the Edit Fields dialog.

  • Avatar
    MK2017

    Yes these are custom document fields and can be included in the report.

    However, when a user goes to an individual document and does View- Workflow History Report, only the OOTB fields defined in the Workflow with document report are displayed and the user needs to edit the report and click "Edit Columns" link to add the missing custom document fields to the report.

    We would like to save this additional step for our user by making these fields to be displayed as default whenever they do View- Workflow History Report on an individual document.

     

    Let me know if this makes sense.

  • Avatar
    Graham G

    That makes sense. Making the fields in the Workflow History Report configurable would be a good enhancement, and we will consider it for future releases. Thanks for letting us know this would be helpful.

  • Avatar
    MK2017

    Thanks for your prompt responses to my query.

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