Automate

HI
I need to build a list or library to see workflows that have not been fully completed. Currently on the dashboard, each person can see either their own applications in progress or everyone's. I need to build a library per department (this is a field in the form) so that they can view workflows that have not been completed yet. They don't need the actual form in the library. They would just need a reference number (also a field on the form). Does anyone know how I can achieve this? I thought about creating a library with metadata and once an application is submitted, the library is then populated with the details of this application. But I am not sure how to remove the application details from the library once the workflow has ended. We only want to see open applications in the list/library. 

Any assistance will be appreciated.
Thank you

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Faizee Bodha | ERP Solutions Consultant
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Hi Faizee

You can create reports, as all of the data is in the backend database..  Storing department is dependent on the version you are running and whether it is promoted.  How you create a report is dependent on what you're running - Evolve or Foundation - and even version, as schema/extraction method changed over time.  If this is something you want to pursue, please share the specifics of your platform.

Best Regards,
Sigrid
 

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Sigrid Kok
PSE | Winshuttle NA
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Original Message:
Sent: 01-14-2022 06:21
From: Faizee Bodha
Subject: Department Report to see open applications

HI
I need to build a list or library to see workflows that have not been fully completed. Currently on the dashboard, each person can see either their own applications in progress or everyone's. I need to build a library per department (this is a field in the form) so that they can view workflows that have not been completed yet. They don't need the actual form in the library. They would just need a reference number (also a field on the form). Does anyone know how I can achieve this? I thought about creating a library with metadata and once an application is submitted, the library is then populated with the details of this application. But I am not sure how to remove the application details from the library once the workflow has ended. We only want to see open applications in the list/library.

Any assistance will be appreciated.
Thank you

------------------------------
Faizee Bodha | ERP Solutions Consultant
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