Automate

Assignment API
Logs & Reports

Hey Everyone, 
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible. 

Any information, suggestions are welcome. 

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Vanessa
The data is in the Workflow database. 
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Sigrid - My company would also be interested in this.  We have Evolve.  Is there online documentation by chance?

------------------------------
Krista Zinna | Master Data Specialist
Timken Company | 234-262-2008
------------------------------

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Krista,

The doc includes views:  https://docs.winshuttle.com/evolve-en-20-1-online-help/reporting-sql-views.htm

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 09-13-2021 08:38
From: Krista Zinna
Subject: APIs &/or Reporting

Hi Sigrid - My company would also be interested in this.  We have Evolve.  Is there online documentation by chance?

------------------------------
Krista Zinna | Master Data Specialist
Timken Company | 234-262-2008

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Sigrid,

Unfortunatley I don't have access to the database outside of a staging area and licensing. We are using Foundaiton 12.1 (12.1 for all products). I'm guessing that I would not be able to run any reports w/o that access, correct?

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Vanessa

To get the information you're after, you'd want read access to the workflow and LMS db's (LMS only if you want a users first & last names).

There are views:
However in 12.1, it was suggested to use the reporting APIs, documentation here:  https://winshuttle-help.s3.amazonaws.com/foundation/en/overview/reporting_apis_overview.htm 

Also, some people have created process status and assignment status lists in SharePoint in Foundation.  Each solution would need to point to it to have data in it, and SharePoint has limits on the size of lists.  Those lists surface some of the workflow database data, that could be used for some reporting KPIs.

If you get access, I'm happy to share a few example API calls or some basic SQL to get you started, just let me know.

Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 09-13-2021 08:52
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Hi Sigrid,

Unfortunatley I don't have access to the database outside of a staging area and licensing. We are using Foundaiton 12.1 (12.1 for all products). I'm guessing that I would not be able to run any reports w/o that access, correct?

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Vanessa

I received your note that you now have DB access.

The SQL would be different for Foundation.  There are different tables, field names and there are no solution views.  A few examples attached.

If you need to include solution data, you'll need to bring in your SharePoint list into the mix in a reporting tool.

Best Regards,
Sigrid


------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 09-13-2021 08:52
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Hi Sigrid,

Unfortunatley I don't have access to the database outside of a staging area and licensing. We are using Foundaiton 12.1 (12.1 for all products). I'm guessing that I would not be able to run any reports w/o that access, correct?

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Sigrid,

The example document has been helpful! The problem we are running into now is that there is not data in the SQL tables. Forgive my ignorance as this is not a subject I am knowledgable in. I do have an SME helping me learn. I was not part of the installation/set up of Foundation so I have no idea how it all works from that perspective. How does the workflow data end up in SQL? Is that part of the Composer process? I do have SharePoint lists which show workflow status as well as process status. Sorry for all the questions.

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Original Message:
Sent: 10-12-2021 10:15
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa

I received your note that you now have DB access.

The SQL would be different for Foundation.  There are different tables, field names and there are no solution views.  A few examples attached.

If you need to include solution data, you'll need to bring in your SharePoint list into the mix in a reporting tool.

Best Regards,
Sigrid


------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-13-2021 08:52
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Hi Sigrid,

Unfortunatley I don't have access to the database outside of a staging area and licensing. We are using Foundaiton 12.1 (12.1 for all products). I'm guessing that I would not be able to run any reports w/o that access, correct?

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Vanessa,

The databases are key to everything. :)  In Foundation, the main databases are LMS - for user information and Workflow, which contains solutions, as well as workflow history.  Every time you start a workflow or complete a task or send an email via a workflow, it will log all of that information in the workflow database.

Please ensure you're pointing to a workflow database that has/had active workflows running and have not been archived.

Hope that helps,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 10-18-2021 13:57
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Hi Sigrid,

The example document has been helpful! The problem we are running into now is that there is not data in the SQL tables. Forgive my ignorance as this is not a subject I am knowledgable in. I do have an SME helping me learn. I was not part of the installation/set up of Foundation so I have no idea how it all works from that perspective. How does the workflow data end up in SQL? Is that part of the Composer process? I do have SharePoint lists which show workflow status as well as process status. Sorry for all the questions.

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader

Original Message:
Sent: 10-12-2021 10:15
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa

I received your note that you now have DB access.

The SQL would be different for Foundation.  There are different tables, field names and there are no solution views.  A few examples attached.

If you need to include solution data, you'll need to bring in your SharePoint list into the mix in a reporting tool.

Best Regards,
Sigrid


------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-13-2021 08:52
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Hi Sigrid,

Unfortunatley I don't have access to the database outside of a staging area and licensing. We are using Foundaiton 12.1 (12.1 for all products). I'm guessing that I would not be able to run any reports w/o that access, correct?

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi Sigrid,
We are just starting now with Evolve. I would be interested to have/see some SQL statements, like Vanessa is asking about, metrics.


------------------------------
Ed Meiners | Team leader Business Applications – Master Data Integration Management
Royal Wessanen nv | +31 (0)20 3123353
------------------------------

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Hi All

Am attaching some SQL examples built in Evolve 20.1 in SQL Server Management Studio. 

I've used variations of these to create dashboards in Power BI.

Adjustments to make:

• You must change the database name YourWorkflowDB  to your Evolve DB name. 
• For anything with a Solution View, you'll need to swap to your solution view and change the solution fields.
• the derived fields are optional - you can use your reporting tool to derive what you need, instead of in a SQL statement
• anything else to meet your needs, whether field names or WHERE clauses

The examples:

• Process view data
• Assignment view data
• Process to Solution view data (solution data is specific to your solution and promoted properties)
• Process to Assignment to Solution view data

Hope it's helpful,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA
------------------------------

Original Message:
Sent: 09-14-2021 03:03
From: Ed Meiners
Subject: APIs &/or Reporting

Hi Sigrid,
We are just starting now with Evolve. I would be interested to have/see some SQL statements, like Vanessa is asking about, metrics.


------------------------------
Ed Meiners | Team leader Business Applications – Master Data Integration Management
Royal Wessanen nv | +31 (0)20 3123353

Original Message:
Sent: 09-10-2021 08:54
From: Sigrid Kok
Subject: APIs &/or Reporting

Hi Vanessa
The data is in the Workflow database.
What version of Winshuttle are you using specifically?  Foundation or Evolve version?  Between Foundation versions and Evolve, the schemas have changed, but not by a lot.  I may have some SQL statements you could run to get at least a start.  Please let me know.
Best Regards,
Sigrid

------------------------------
Sigrid Kok
PSE | Winshuttle NA

Original Message:
Sent: 09-09-2021 15:25
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone,
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible.

Any information, suggestions are welcome.

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------

Original Message:
Sent: 9/9/2021 3:25:00 PM
From: Vanessa Kutasi
Subject: APIs &/or Reporting

Assignment API
Logs & Reports

Hey Everyone, 
I am looking to report out on workflow metrics, including volume, tasks, turn around time etc. I found the link above regarding APIs however, I do not have an IT background so the details are foreign to me. I believe there are ways to report via Workflow Administration, however, I have not found details related to what each of the reports does. I found a link regarding how to get logs & reports, but due to my lack of knowledge, I prefer not to click buttons that I'm not sure what the end result will be. We are looking for metrics, however I am not sure the best way to go about it. Automated reporting would be ideal if possible. 

Any information, suggestions are welcome. 

Thank you in adavnce!

------------------------------
Vanessa Kutasi | Application Analyst II
IDEXX | New England WUG Leader
------------------------------