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Workflow History Report from TimelineView and Document Workflow History Report from Start menu are different

Workflow History Report from TimelineView and Document Workflow History Report from Start menu are different. Both reports have got different details. The one from timeline view gives only task detail with specific column whereas document workflow history report gives full description. I know it's by design but would you be pls able to explain the thought process behind this design.

Also, Is there any way we can default the column in report when you view from Timeline view to match with Document Workflow history report?

6 comments

  • Avatar
    Graham G

    Hi Manish - thanks for your request. Are you able to add a screenshot of the two ways you access the Workflow History Report? The Workflow History Report was hardcoded in the very early days of Vault. We have plans to allow the fields in this report to be customized in the future. Using Web Actions it should be possible to create your own action on the document dropdown menu that directs you to a workflow report filtered for the relevant document and containing your own selection of fields. 

    Best regards, Graham

  • Avatar
    Manish Kumar

    Thanks for your response Graham. PFB screenshot. If you see then field in both report are different. The one which you suggested using web action is for report from timeline view or cog menu? Would you be please able to let me know when veeva is planning to have these reports more customized.

     

    Best Regards, Manish

     

    Timeline View 

     

     

    Report from Timeline View

     

     

     

    Report from Cog - Gives you more information and in full regarding workflows and tasks within. This is from Action wheel.

     

     

     

     

  • Avatar
    Graham G

    Thanks for the screenshots Manish. The web action would appear in the cog menu. I have added your company to the list of interested customers for the feature. Currently it is not targeted for a specific release, but is under consideration.

    Best regards, Graham

     

  • Avatar
    Manish Kumar

    Thanks Graham, my question is more on report when you view it from timeline view. We can edit the report and add more columns. Is there any thought in the background which would allow users to customize even this report as well in addition to report from Cog Menu?

  • Avatar
    Graham G

    Hi Manish - I have made sure the internal feature request reflects the need to customize both workflow history reports.

    Best regards, Graham 

  • Avatar
    Manish Kumar

    Thanks Graham for confirming

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