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Finance | Project Operations, Human Resources, ...
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Document number in workflow history

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Posted on by 35

Dears , 

I am working on customizing the workflow history form and I need to display details when I click on the document ID. I want to show the same document ID for all work items assigned to me. How can I achieve this?

6153.Screenshot-2023_2D00_05_2D00_06-023142.png

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  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Hi, Your requirement is not clear but If I understood it correctly, you need to add Document field in 'All work items assigned to me' form. If yes, then you just need to add Document field in Form Grid. Create extension of 'WorkflowWorkList' and drag and drop or copy paste Document field from WorkflowTrackingStatusTable to form grid.

    pastedimage1683361000011v1.png

  • Ghazi alshabatat Profile Picture
    35 on at

    Thanks for your reply.

     I can't see the view details when I click on the document ID in the workflow history.

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Document is a String field with no master table so no view details available on this field. May I know what do you want to see when click on view details for this field.

  • Ghazi alshabatat Profile Picture
    35 on at

    How is the field (ID) that exists on the work item assigned to me screen? I need something like it on my workflow history screen.

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Do you need 'ID' field in workflow history form and when user click on ID field it should open the details form, same its opening in Work items assigned to me form. Please confirm if my understanding is correct.

  • Ghazi alshabatat Profile Picture
    35 on at

    Yes i need this

  • André Arnaud de Calavon Profile Picture
    300,904 Super User 2025 Season 2 on at

    Hi Ghazi,

    When reading your question and the discussion, I'm confused. I'm not able to understand what exactly you are asking. You mention something about a Document ID field, but the screenshot does not have that field. Please elaborate, so we would be able to understand what exactly you want to achieve.

  • Ghazi alshabatat Profile Picture
    35 on at

    I need 'ID' field in workflow history form and when user click on ID field it should open the details form, same its opening in Work items assigned to me form.

  • André Arnaud de Calavon Profile Picture
    300,904 Super User 2025 Season 2 on at

    Hi Ghazi,

    I think I get your requirement now The ID column on the Workflow assigned to me and the Description column on the Workflow history do show the same information. You want to have the same behavior to drill into the details.

    On the Workflow assigned to me, the link is created by having the default action property set on the grid. This works with the first column. You would need to create a form extension class and call the same menu item and passing the current record with coding using the jumpRef() method. Not fully sure if this will work as I never tried an extension for a jumpRef myself.

  • Ghazi alshabatat Profile Picture
    35 on at

    Can you please give me a sample code to try this?

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