FreeBalance Accountability Suite
Хайлт
Хэрэлэгчийн нэвтрэлт
English
Français
монгол
Português
EspañolWorkflow Configuration Report
Overview
This report provides details of the configured WF transitions, stages, and rules. This report helps implementation specialists to generate configuration blue prints. It provides different filter option to generate a specific report.
A screenshot of the Workflow Configuration Report is available here. Image shown as reference material; position and names for labels, fields and buttons are subject to parameter, rendering control configuration and installed revision.
Users access Workflow Configuration Report from within the menu through this navigation path: Admin ► System Security ► Reports ► Workflow Configuration Report.
Filters
The following table lists and describes all filter fields for the Workflow Configuration Report in their default order. Note that some fields depends on system parameters and rendering control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
| Field | Description |
|---|---|
| Workflow Process Context | Workflow process context code entered by users or using lookup as a filter. |
| Workflow Process | It allows users to enter the workflow process ID or select a workflow process ID using lookup as a filter. |
| Include WP Transition | If marked checked, the report generates and shows the transition details for the selected workflow process. By default it is set as unmarked. |
| Include WP Transition Validation Rules | If marked checked, the report generates and display the transition validation rules created for the selected workflow process. By default it is set as unmarked. |
| Comment | Allows users to add a custom comment to the generated report. |
Visible Fields
A sample of the report is available here.The following table lists and describes all visible fields for the Workflow Configuration Report, in their default order. Note that some fields depend on filters selection and the language of the report depends on the configuration of the system.
| Field | Description |
|---|---|
| Organization Logo | The organizational logo. |
| Report Title | Name of the report. |
| Report Date | Indicates the date of report generation. |
| Report Time | Indicates the time of report generation. |
| User | Shows the user who generated the report. |
| Page | Shows page number out of total pages. |
| Filter Criteria | It indicates a summary of entered filters by users. |
| Comment | Shows the comment entered by users in the report filter. |
| Workflow Process Report | |
| WP Code | Unique identification code of the workflow process. |
| WP Description | A short description of the workflow process. |
| Context | Reference to the workflow process context code under which the workflow process has been created. |
| Longest Duration | Duration of the workflow activation. |
| Time Unit | Time unit of the workflow activation duration. |
| Discriminator Property | This value is filtered based on the discriminator property entity selected in the workflow process context, if applicable. |
| User Assignment Provider | Name of user's assignment provider. |
| Workflow Processes Transition Report (Annex.1) | |
| WP Code | Display the code of the workflow process. |
| Transition Custom Key | The sequential ID assigned to each validation rule for viewing purposes. |
| Active | Indicates whether the transition is active or not. |
| Transition Type | Indicates whether it is a manual or automatic transition. |
| From Stage | Describes the stage which originated the transition. |
| To Stage | Describes the stage which received the transition. |
| Role | Describes the user role (code) assigned to the transition (blank for transition type Automatic). |
| User Assignment | Describes the hierarchical level of the assigned user. |
| Transition Validation Rule Custom Key | The sequential ID assigned to each validation rule for viewing purposes. |
| WP Transition Validation Rules (Annex.2) | |
| WP Code | Display the code of the workflow process. |
| Transition Validation Rule Custom Key | The sequential ID assigned to each validation rule for viewing purposes. |
| Left Operand Type | Left component of workflow process transition validation rules. |
| Left Operand Value | Value of the left component based on selected operand type. |
| Operator | List of operators for the validation rule. |
| Right Operand | Right component of workflow process transition validation rules. |
| Right Operand Value | Value of the right component based on the selected operand type. |
Buttons
The following table describes actions associated with the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Workflow Configuration Report feature.
| Button Image | Description |
|---|---|
 | This button allows users to generate the report as PDF format. |
 | This button allows users to generate the report as MS Excel format. |
 | This button allows users to generate the report in the excel format. |
 | This button allows users to generate the report in ODS format. |
 | This button allows users to generate the report in RTF format. |
 | This button allows the users to generate the report in MS Word format. |
 | This button allows users to generate the report in ODT format. |
 | The Lookup tool allows users to browse and select existing items. It is used to select workflow process context and workflow process. |