The workflow requests exporter is a tool that allows you to obtain a detailed report of all requests made under a specific template within a date range defined by the user. This report includes complete information about the requests, their stages, and the approvers involved.
What information does the exporter include?
- Request ID:Unique identifier for each request.
- Request fields:All the data entered in the request form.
- Dates and times of the stages:Record of the start and end of each stage of the workflow.
- Approvers of each stage:Information about who approved or managed each stage of the process.
Example:
How to create the exporter?
To create and use this exporter, follow these steps:
- Go to the menuInformation > Exporters.
- Click onCreate Report.
- Select the categoryAdministrative.
- Choose the predefined report (in green) namedRequests generated by workflow template.
Required permissions
To create and use this exporter, you must have the following permissions:
- Permission forExportersset to "Yes".
- Permission forWorkflow > Templates and Requestsset to "Modify".
How to use the exporter?
- Select the workflow template from which you want to export the requests.
- Define the date range to filter the requests you want to include.
- Run the export to obtain a file with all the information mentioned.
This report is useful for audits, process tracking, and analysis of times and responsible parties in workflows.
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