This discussion has been locked.
You can no longer post new replies to this discussion. If you have a question you can start a new discussion

How to export/report on the Assigned To property

Hello,

Our objects use the built-in Assigned To property to keep track of which users are assigned to an object. I am using the Reporting module to export these values. However, I cannot figure out how to export the Assigned To property. It does not show up as an option to export as part of my class. Can someone help me learn how to do this?

Thanks.
Parents
  • We've had the same question and asked M-Files Support.
    Their answer: the 'Assigned To' property as used in Workflow -> State -> Action -> Assign to user cannot be exported in a Reporting and Data Export.
    Their recommendation: use the 'Last Modified By' property to get who moved the object ahead in the workflow and this would be who completed the Assigned To in the workflow.

    This recommendation did not completely cover our reporting requirements as we want to use the 'Assigned to' property for:

    • showing who is responsible for each State;

    • finding out who triggered a state change (either by choosing a new state or by editing a property that triggers an automatic state change



    A work-around for these requirements would be:

    • Set up a list of who is assigned to each state of each workflow and give that to the report builders (pass on knowledge outside the process);

    • Look at 'Last modified by' to find out who triggered a state change. If the Last modified by was 'M-Files server' then look for the property that triggered the automatic state change and find out who modified that one. Set up a list of trigger properties for each workflow and give that list to the report builders.



    These work-arounds will bring additional administrative work and changes to the process would result in a need to change the report as well.

    Here is what we've done thus far in order to export 'generic' reporting data:

    Who is working on this case:
    Set up Object Type 'Employee'.
    Add a 'who is working on this case' (Metadata card) group to each object that has a workflow and add properties "Sales Support"; "Case Officer" etc.
    Use these properties for workflow assignments (Sales Support.M-Files User)

    Copy the value of 'Assigned To' to another property that can be exported:
    My coding skills are not good, so I had to use two properties:
    The first is 'AssignedToCopy' with automatic value-> Calculated value:
    Option Explicit
    On error resume next
    Output = Vault.ObjectPropertyOperations.GetProperty(objver, 44).TypedValue.GetValueAsLookups()

    where 44 is the ID of property Assigned To;
    and Calculation order is 90;
    Data type is Choose from list, from values Users.
    ---
    The second property is 'Workflow State Assigned To' which provides the IDs of the Workflow, the State and the Assigned To.
    automatic value-> Calculated value:
    ' Property			ID
    ' Workflow 38
    ' State 39
    ' AssignedToCopy 1726

    On error resume next

    Dim FindWorkflowID
    If IsNull (PropertyValues.SearchForProperty( 38 ).TypedValue.Value) Then
    FindWorkflowID = "000"
    Else
    FindWorkflowID = PropertyValues.SearchForProperty( 38 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    Dim FindStateID
    If IsNull (PropertyValues.SearchForProperty( 39 ).TypedValue.Value) Then
    FindStateID = "000"
    Else
    FindStateID = PropertyValues.SearchForProperty( 39 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    If IsNull (PropertyValues.SearchForProperty( 1726 ).TypedValue.Value) Then
    FindAssignedToID = "000"
    Else
    FindAssignedToID = PropertyValues.SearchForProperty( 1726 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    Output = FindWorkflowID &";"& FindStateID &";"& FindAssignedToID

    and Calculation order is 100;
    Data type is Text.
    The output looks like: [tt]145;534;121[/tt] which made the reporting guys happy :D

    Added property 'Workflow State Assigned To' to the reporting data set export with change history.
    ---
    I imagine that this reply to your message comes more than 6 months too late, but it might be of some help to others out there.
Reply
  • We've had the same question and asked M-Files Support.
    Their answer: the 'Assigned To' property as used in Workflow -> State -> Action -> Assign to user cannot be exported in a Reporting and Data Export.
    Their recommendation: use the 'Last Modified By' property to get who moved the object ahead in the workflow and this would be who completed the Assigned To in the workflow.

    This recommendation did not completely cover our reporting requirements as we want to use the 'Assigned to' property for:

    • showing who is responsible for each State;

    • finding out who triggered a state change (either by choosing a new state or by editing a property that triggers an automatic state change



    A work-around for these requirements would be:

    • Set up a list of who is assigned to each state of each workflow and give that to the report builders (pass on knowledge outside the process);

    • Look at 'Last modified by' to find out who triggered a state change. If the Last modified by was 'M-Files server' then look for the property that triggered the automatic state change and find out who modified that one. Set up a list of trigger properties for each workflow and give that list to the report builders.



    These work-arounds will bring additional administrative work and changes to the process would result in a need to change the report as well.

    Here is what we've done thus far in order to export 'generic' reporting data:

    Who is working on this case:
    Set up Object Type 'Employee'.
    Add a 'who is working on this case' (Metadata card) group to each object that has a workflow and add properties "Sales Support"; "Case Officer" etc.
    Use these properties for workflow assignments (Sales Support.M-Files User)

    Copy the value of 'Assigned To' to another property that can be exported:
    My coding skills are not good, so I had to use two properties:
    The first is 'AssignedToCopy' with automatic value-> Calculated value:
    Option Explicit
    On error resume next
    Output = Vault.ObjectPropertyOperations.GetProperty(objver, 44).TypedValue.GetValueAsLookups()

    where 44 is the ID of property Assigned To;
    and Calculation order is 90;
    Data type is Choose from list, from values Users.
    ---
    The second property is 'Workflow State Assigned To' which provides the IDs of the Workflow, the State and the Assigned To.
    automatic value-> Calculated value:
    ' Property			ID
    ' Workflow 38
    ' State 39
    ' AssignedToCopy 1726

    On error resume next

    Dim FindWorkflowID
    If IsNull (PropertyValues.SearchForProperty( 38 ).TypedValue.Value) Then
    FindWorkflowID = "000"
    Else
    FindWorkflowID = PropertyValues.SearchForProperty( 38 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    Dim FindStateID
    If IsNull (PropertyValues.SearchForProperty( 39 ).TypedValue.Value) Then
    FindStateID = "000"
    Else
    FindStateID = PropertyValues.SearchForProperty( 39 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    If IsNull (PropertyValues.SearchForProperty( 1726 ).TypedValue.Value) Then
    FindAssignedToID = "000"
    Else
    FindAssignedToID = PropertyValues.SearchForProperty( 1726 ).TypedValue.GetValueAsLookups.Item(1).Item
    End If

    Output = FindWorkflowID &";"& FindStateID &";"& FindAssignedToID

    and Calculation order is 100;
    Data type is Text.
    The output looks like: [tt]145;534;121[/tt] which made the reporting guys happy :D

    Added property 'Workflow State Assigned To' to the reporting data set export with change history.
    ---
    I imagine that this reply to your message comes more than 6 months too late, but it might be of some help to others out there.
Children
No Data