You should be able to put the graphical Process History control on any view. We have it in a few demos to show the progress in the process.
I'll double check on the Approval and Activity finding.
*Precisely Software Inc.
Original Message:
Sent: 10-22-2025 04:58
From: Ed Meiners
Subject: Tip of the Week – Evolve Workflows – Process History
hi Sigrid,
I have added it to all views as, any workflow participant should be able to see the graphical display of the workflow.
In neither the default view (first) as the next step in the workflow (view) I saw it.
My MS Edge is set to clear cache every time it is closed so I am convinced that is not the issue.
Logically I am looking at the "right" view...
Hence, I will make yet another support ticket :)
--> update
When looking at the form from Documents, hence Status view, I do see it.
Looking at it while in Completed Status, I also see it.
Hence, the documentation should state that this only works on Status and Completed view.
--> update2
I also notice that there is a difference between being in a Approval or Activity.
In Approval it is not shown, in Activity it is. Came to that while testing a rejection which starts and Activity.
Hence, it does not only work on Status and Completed view but also when in an Activity. Not in Approval
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Ed Meiners
Lead Consultant MDIM
Wessanen Nederland Holding BV
Amsterdam
Original Message:
Sent: 10-21-2025 09:52
From: Sigrid Kok
Subject: Tip of the Week – Evolve Workflows – Process History
Hi Ed
Great that you tried it. You're right that the other inputs are optional on the Process History control.
I'm not sure what to tell you about not seeing the graphical version. The default is a table, but with your settings, it should be displayed that way based on the options you selected. A few simple questions:
- Are you adding it to the right view/looking at the right view that you changed? :)
- Perhaps you can clear cache and try again?
If none of those work, I'd open a support ticket.
I typically use the graphical display on the Status view, so that people who have access can see where it is, who they're waiting on, and how many more steps are left to complete. I usually show the table on the Completed view because of the clean display, and it shows everyone involved for auditors. I skip it and/or collapse the group that has it to make it optional to view in other views - but that's just my thought process on it's use.
Best Regards,
Sigrid
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Sigrid Kok
*Precisely Software Inc.
Original Message:
Sent: 10-21-2025 02:10
From: Ed Meiners
Subject: Tip of the Week – Evolve Workflows – Process History
hi Sigrid, thanks for this great article. When I saw the graphic process history described I was triggered to do this as I did not succeeded earlier.
However, when I now add the element, it doesn't show Graphically but just as a table (which I already had and use often).
So the top one is the Table view as I normally use, the second (I created a group 357 for it), however also just shows the table.
From the documentation, I read "...you can enter Height and Width..." not "must". In your example I also see it is empty.
We are using Evolve 24.0
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Ed Meiners
Lead Consultant MDIM
Wessanen Nederland Holding BV
Amsterdam
Original Message:
Sent: 10-20-2025 11:44
From: Sigrid Kok
Subject: Tip of the Week – Evolve Workflows – Process History
Tip of the Week – Evolve Workflows – Process History
Evolve processes log the who, what and when for the workflows you build. This can be important for reporting on processes, as well as auditing. No matter the process, including the out-of-the-box workflows in Studio Manager, it logs:
· Who is it assigned to
· What is the task
· When – was it assigned, due and completed
The information is stored in the Evolve SQL database. For reporting purposes, these views are beneficial to use:
· RPT_ProcessReportingDetailsView – overall process information
· RPT_AssignmentView – for assignment details – for active tasks or approvals use AssignmentType = 3 or 4, because Assignments also log start and end nodes, plugins, etc.
· WF_AssignmentStatus – to decode the status fields
If you promote properties for an Evolve solution, you can have a solution-specific view with solution data. It captures the solution-specific promoted data, such as BP name, city, region, country, company code(s), sales area(s), etc. This is optional and something the solution designed specifies in the Solution Builder (aka Composer)
Example: RPT_BusinessPartner-Create-S4Hana_EVO_MAS_FOR – the name is composted of several parts
o BusinessPartner-Create-S4Hana is part of the solution name
o EVO means Evolve
o MAS is the first 3 letters of the App
o FOR means form solution
You can use this information in any reporting tool or even Excel.
Here are a few example SQL queries that can work with any Evolve process. You will need to swap in your Evolve database name where you see YourEvolveDBName. Note you can calculate values in other tools, like Power BI or Tableau, so those parts are optional. And for those who are experts in SQL, I'm sure there is room for improvement. I have used the below in Power BI.
Process Query: to extract data at the process level
SELECT
/* process view */
[ProcessName] ,p.[SolutionName] ,[AppName] ,[LibraryName] ,p.[Status]
,[CreationDate] ,[CompletionDate] ,[Originator] ,[CreationDateDiff] ,[DueDate]
,[IsCreatedToday] ,[IsCompletedToday] ,[IsPassedDueDate]
,[IsRunning] ,[IsCompleted], Note
,CASE WHEN ([CompletionDate] is Null) THEN DateDIFF(MINUTE,[CreationDate],GETDATE()) ELSE DateDIFF(MINUTE,[CreationDate],[CompletionDate]) END AS ActualDurationMinutes
,CASE WHEN ( [CompletionDate] > [DueDate] ) or ( [CompletionDate] is Null and GETDATE() > [DueDate] ) THEN 'TRUE' ELSE 'FALSE' END AS IsLate
FROM [YourEvolveDBName].[dbo].[RPT_ProcessReportingDetailsView] p
Assignment Query: to extract data at the assignment level
SELECT /* assignment data */
[ActivityName] ,[AssignedDate] ,a.[DueDate] ,[ReviewDate]
,[CompletedDate] ,a.[Status] ,[Actor] ,[ReminderNotified]
,[LateNotified] ,[ActorDisplayName] ,[AutoApproved]
,[Disposition] ,[AssignmentType]
/* status data */
,ps.[Description] as StatusDescription
/* process data */
, SolutionName, ProcessName, Originator,[AppName]
/* derived assignment data – optional – calculations duration and IsLate true or false*/
, CASE WHEN (a.[CompletedDate] is Null) THEN DateDIFF(MINUTE,a.[AssignedDate],GETDATE()) ELSE DateDIFF(MINUTE,a.[AssignedDate],a.[CompletedDate]) END AS ActualDurationMinutes
, DateDIFF(MINUTE,a.[AssignedDate],a.[DueDate]) AS EstimatedDurationMinutes
,CASE WHEN ( a.[CompletedDate] > a.[DueDate] ) or ( a.[CompletedDate] is Null and GETDATE() > a.[DueDate] ) THEN 'TRUE' ELSE 'FALSE' END AS IsLate
FROM [YourEvolveDBName].[dbo].[RPT_AssignmentView] a, [YourEvolveDBName].[dbo].[WF_AssignmentStatus] ps, [YourEvolveDBName].[dbo].[RPT_ProcessReportingDetailsView] p
/* assignment type 3 and 4 are activities and approvals */
where a.AssignmentType in ('3','4') and a.Status=ps.Code and a.ProcessId=p.ProcessID
Process with Solution promoted data view – to extract solution-specific data (promoted) at the process level
· tip: join process and solution data with DataFileID
· Your solution data view will vary – mine is RPT_BusinessPartner-Create-S4Hana_EVO_SED_FOR
SELECT
/* process view */
[ProcessName] ,p.[SolutionName] ,[AppName] ,[LibraryName] ,p.[Status]
,[CreationDate] ,[CompletionDate] ,[Originator]
,[UserId] ,[CreationDateDiff] ,[DueDate]
,[IsCreatedToday] ,[IsCompletedToday] ,[IsPassedDueDate]
,[IsRunning] ,[IsCompleted], [Originator]
/* solution view */
,[BPNumber] ,[City] ,[ckCanceled]
,[Company_Code] , [Country_Key] ,[Distribution_Channel] ,[Division] , [Purchasing_Org]
,[flagCustomerOrSupplier]
,[LogField_CustCompany] ,[LogField_CustSales] ,[LogField_General]
,[Name_1_of_organization], [City]
,[Sales_Organization] ,[SolutionFormName], [RegionState]
,[Title] ,[CreatedByDisplayName]
/* process status */
,ps.[Description] as StatusDescription
FROM [YourEvolveDBName].[dbo].[RPT_BusinessPartner-Create-S4Hana_EVO_SED_FOR] s, [YourEvolveDBName].[dbo].[RPT_ProcessReportingDetailsView] p, [YourEvolveDBName].[dbo].[WF_ProcessStatus] ps
WHERE s.[DataFileID] = p.[DataFileID] and p.AppName='SEDemo' and p.SolutionName='BusinessPartner-Create-S4Hana' and s.Status=ps.Code
Evolve also provides a number of ways to visualize the Process History without having to create reports. Please note the order can vary, often showing the steps starting at the bottom, with the most recent on the top. Otherwise, it's shown top down.
You can view Process History a number of ways:
1. Process Control on a web form
Displays like:
Documentation link: https://help.precisely.com/r/t/1016755516/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Process-Control-Element-Properties
2. Process History control on the web form
a. Graphical – optionally with a box around the step you are on. Select Graphic and option select Highlight Active Task, etc.
Displays like this
Note the box around the step the process is on – which is a checkbox on the Process History control. If you have loops, like above, they display as tabs on the bottom of the graphic, which you can click to drill down into the process.
b. Table – see the history in a table on the form
Displays like this – bottom up
Documentation link: https://help.precisely.com/r/t/1016755517/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Process-History-Element-Properties
3. Documents – this is similar for both Evolve and Studio Manager out-of-the-box (OOTB) workflows
a. Select a process document and click Process History
b. This is displayed bottom up - by default - each portion/loop is collapsed, which you can expand
Documentation: https://help.precisely.com/r/t/1016755323/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Documents?tocId=39q2bni1z8zHXWoNUEKAsQ§ion=documents__view-workflow
4. Tasks – this is similar for both Evolve and Studio Manager out-of-the-box workflows
a. For Form workflows - open a task and click view history in the browser – click History on the right
It will display history like you see for document history above
b. For Excel workflows – also works for Studio Manager OOTB workflows
i. use the Task pop-up – select a task and view process history – bottom u
It will display like this - bottom-up
ii. use the Evolve Ribbon once you have a task open to view the Process History in the middle of the ribbon – displays the same as from the Task pop-up:
iii. use the Tasks in the Evolve site – History icon on right
Displays bottom-up
Documentation link: https://help.precisely.com/r/t/1016755404/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Tasks?tocId=P9_ycmS9HKNuPgTuURUCNg
5. Emails – this is similar for both Evolve and Studio Manager out-of-the-box workflows
a. By default, Emails include process history – this shows top-down steps in the process to date:
You can create custom email templates and customize what gets included, including the process history – see the documentation here: https://help.precisely.com/r/t/1016755324/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Email-Templates?tocId=ZsZAV_NgqSLVVoC0IPPdeQ
6. Export Process History plugin
a. You can use a plugin in an Evolve process to save the history and potentially attach it to SAP or store it in a specific location
Documentation on this plugin is here:
https://help.precisely.com/r/t/1016755550/2023-12-31/Automate-Evolve/pub/Latest/en-US/Automate-Evolve-User-Guide/Export-Process-History-Plug-in
b. You can optionally attach process history, as part of an attachment script, which now includes the process history
Have you found other useful tables when reporting or auditing Evolve processes? Please share it here.
Happy solution building, reporting, auditing!
Sigrid
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Sigrid Kok
*Precisely Software Inc.
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