WebPlatform Documentation

Report on Abandoned Processes & Selecting Context Objects in Parent/Child Processes


Abandoned Items included in Reports

  • In the report page – In the ‘Data Selection’ section there is a new option: ‘Abandoned Items’
    • Selecting this option allows you to include abandoned processes in your reports
  • Screenshots show the checkbox item

How to include abandoned processes in a report

  • In the New Custom Report page select your process(es)
    • Or Custom Selection: Department / List of Processes
  • Click ‘Abandoned Items’ in Data to Include
  • Save and View your report
  • As ‘Abandoned Items’ was ticked, two new columns were inserted into the report raw data
    • Abandon Reason
    • Abandon Date

How to add Sub Process Context Objects to your report and see the selected data in the report...

  • Select your process(es)
    • Context Objects can only be added to a report when reporting on any option other than  ‘All Processes'
  • Click ‘Context Object’ in Included Tables
  • Click ‘Include Sub Process Context’ in Data to Include
  • Click ‘Select Context Objects’
    • Note: The dialog box will only allow 300* fields to be selected
      • Do you need 300? Only select the context objects you need for your report.
        • We are selecting 7 Context Objects
  • The pop up grid shows Process & Column Name and Description
  • Process Name is the process the Context Object originates from, and can display as:
    • All Processes – Context Object exists in all processes which were selected for the report
    • Multiple processes – Context Object exists in more than one of the selected processes
    • Unique process name - Context Object only appears in that single process
      • The text displayed is the name of the Sub Process WorkItem in the parent process design.
  • Context Object Name is the Context Object name for the Process
  • Description is the Context Object description in designer (as seen by user in the info icon)
  • Click OK once the required Context Objects are selected
  • Save & View Report your report
  • Check output matches your selection
  • The selected Context Objects are in the report
    • Including name of process the context object comes from in ‘processname’ column

* Exporting too many context objects will slow down any report