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Finance | Project Operations, Human Resources, ...
Suggested answer

How to see list of all workflow items pending/assigned/delegated for a particular user id

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Hello experts,

How can i see list of workflow items having status of pending/assigned/delegated for particular user id. I tried the link below but could not get the work item assigned to me form to show all pending/assigned/delegated item for particular user id. Please share what do i need to enter in advance filter of ths form . Incase this is not doable from out of the box please share which table & field will have the user id /name of the user with whom the workflow item is pending/delegated /assigned.

Link to old thread.

Thanks in advance.

Mav.

  • Suggested answer
    DAnny3211 Profile Picture
    9,274 Moderator on at
    RE: How to see list of all workflow items pending/assigned/delegated for a particular user id

    Hi

    To view a list of workflow items with a specific status for a particular user in Dynamics AX, you can follow these steps:

    Go to the "Inquiries" section of the Dynamics AX menu.

    Click on "Workflow" and then "Work items assigned to me".

    In the "Work items assigned to me" form, click on the "Advanced filter" button.

    In the "Advanced filter" form, go to the "Status" field and select the status you want to filter by (e.g. "Pending", "Assigned", "Delegated").

    In the "Advanced filter" form, go to the "User ID" field and enter the user ID of the user you want to filter by.

    Click "OK" to apply the filter.

    This should give you a list of all the workflow items with the selected status assigned to the specified user.

    If you want to know which table and field store the user ID and name for each workflow item, you can look at the "Workflow work item" table (WHSWorkItemTable) in the Dynamics AX database. The "User ID" field (UserId) stores the user ID of the user assigned to the workflow item, while the "User Name" field (UserName) stores the name of the user.

    DAniele

  • Suggested answer
    kaps Profile Picture
    106 on at
    RE: How to see list of all workflow items pending/assigned/delegated for a particular user id

    Hi Mav,

    I faced the same issue, here is the solution to this:

    1.Go to Common Module  >> Enquiry >> Workflow history

    2. Click the advance filter under options

    3. click the joins under query and select the Table "Workflow tracking Status Table " and then click on Add table join

    pastedimage1677751404858v1.png

    4. Select the Work Item table and clicl select

    pastedimage1677751497146v2.png

    5. Now click on Range and add a new row with

    Tables= Workitem

    Derived Table = Workitem

    Field = User

    pastedimage1677751691126v3.png

    Put the user id in the user field and click Ok.

    pastedimage1677751749319v4.png

  • Junaid Idrees Profile Picture
    on at
    RE: How to see list of all workflow items pending/assigned/delegated for a particular user id

    Hello Mav,

    Did you check from Area page menu or from screen? It wil show you Pending/Assigned items to you. You can also add many column in your Grid.

    check the screen from below navigation:

    common >> common >> Work items >> work items assigne to me

    61860.PNG

    5282.PNG

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