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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Workflow Smartlist in ...
Microsoft Dynamics GP (Archived)

Workflow Smartlist in Dynamics GP

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Posted on by Community Member

My client has a need to run smartlists to show documents in the varous workflow stages.  Is there an install or any options that you are aware of that can provide these types of smartlists? If not, are there any canned reports other than the basic setup reports?

Thanks!
Laura

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    Redbeard Profile Picture
    Redbeard 12,931 on at

    Laura -

    This question has come up, albeit in a slightly different form, previously. See the link below.  Shawn pointed out that there is no such report in GP prior to 2018.

    community.dynamics.com/.../265964

    Our team built a SQL view and related SmartList object, and deploy it whenever we deploy Workflow.

    Derek Albaugh has a Blog article on the Workflow 2.0 tables, which will likely work for you, as you are on GP 2015 - see the script below.

    community.dynamics.com/.../workflow-2-0-tables-what-each-one-does-and-what-information-you-can-get-from-them-for-reporting-purposes

    ----------------------------------------------------------- SQL Script -----------------------------------------------------------

    SELECT a.Workflow_Name, a.WorkflowInstanceID, a.WorkflowTaskAssignedTo, b.Workflow_Step_Status, b.Workflow_Step_Assign_To, c.Workflow_Status, c.Workflow_Originator

    FROM <companydb>.dbo.WFI10004 a

    JOIN

    <companydb>.dbo.WFI10003 b

    ON a.WorkflowInstanceID=b.WorkflowInstanceID

    JOIN

    <companydb>.dbo.WFI10002 c

    ON a.WorkflowInstanceID=c.WorkflowInstanceID

    -------------------------------------------------------End---------------------------------------------------------------------

  • Community Member Profile Picture
    Community Member on at

    Thank you!! This is helpful, I'll look through this so we can customize something for them.

    Thanks again!!

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