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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Workflow Status by Pen...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Workflow Status by Pending User

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Posted on by David Brown @ Penske 5

Hi!

I am trying to find a report that shows me a list of all pending transactions in a workflow and the user that needs to take action. This way I can take identify and take action if I see transactions stacking up on a user.

I see the instructions for identifying the workflows outstanding for a specific user in the Workflow history Inquiry section of the Common Module, but for some reason the Name on the Work Item is empty (I can see the User name if I go to the transaction directly), and it is one user at a time, not all of them.  

What would be really powerfull is a Power BI report that shows pending transaction detail!

Dave

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at
    RE: Workflow Status by Pending User

    Hello,

    Have you checked the workflow history form in organization administration module ?

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,565 Moderator on at
    RE: Workflow Status by Pending User

    Hi, As you mentioned, You can see all pending workflows from Workflow History in Common or Organization Administration modules. However, I don't think there is any standard report to provide details on all user level. You can create a Power BI report by exporting workflow data from tables like WorkflowTrackingTable, WorkFlowTrackingWorkItem.

  • JamesT Profile Picture
    JamesT 341 on at
    RE: Workflow Status by Pending User

    Hi David,

    dynamicspedia.com/.../ the below link may help.

    But just be aware that there is still a limitation in that seeing workflows with "child" workflows isn't factored into the link above.

    Regards

    James

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