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Workflow Signoff Assigned To Link

Nathan H.
オフライン

Good day all.  Is it possible to make the Assigned To labels of the Signoff tab linked?  It would be nice if someone checking on the workflow could click the Assigned To and open the Identity.  We use Identities to act as groups.  Thanks for the help.

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  • 0 オフライン

    Hi Nathan and anyone else looking for a similar solution,

    I personally don't like displaying the OOTB identities form to users, as an alternative I modified the SignOffs tab to provide a list of members in the identity group on mouse hover as well as add a ? icon to groups to indicate that hovering provides more information:
    (Btw my version of Aras is V12SP18 so millage may vary if this works for you in a later/earlier version)


    Similar to Angelalp's blog on editing the signoff report I added the following to the "Stylesheet" section of the "Workflow Process History" Report ItemType:

    In the <style> section of the stylesheet I added the following CSS class to create the circle around the "?"

    .circle {
                    width: 10px;
                    height: 10px;
                    border-radius: 50%;
                    display: inline-flex;
                    align-items: center;
                    justify-content: center;
                    border: 1px solid black;
                    }

    Then under the section with "    <xsl:if test="not(../../subflow) or ../../subflow[@is_null='1']">" Replace:

    <    xsl:otherwise>
         <xsl:value-of select="related_id/Item[@type='Identity']/name"/> 
    </xsl:otherwise>
    With:
    <xsl:otherwise>
        <xsl:variable name="members" select="related_id/Item[@type='Identity']/Relationships/Item/related_id/Item/name" />
        <xsl:if test="$members">
            <span>
                <xsl:attribute name="title">
                    <xsl:text>Members:</xsl:text>
                    <xsl:for-each select="$members">
                        <xsl:text />
                        <xsl:value-of select="." />
                    </xsl:for-each>
                </xsl:attribute>
                <xsl:value-of select="related_id/Item[@type='Identity']/name" />
                <xsl:text> </xsl:text>
                <span class="circle">?</span>
            </span>
        </xsl:if>
        <xsl:if test="not($members)">
            <xsl:value-of select="related_id/Item[@type='Identity']/name" />
        </xsl:if>
    </xsl:otherwise>

    Then you need to update the "Workflow History Report" method to include the members in the query results the method returns.

    In the function getWfpItem(topWfp), modify the string inside qryItem.loadAML:

    From:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name)" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '          </Item>' +
        '        </Relationships>' +
    To:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name, is_alias), created_on" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '           <related_id>' +
        '               <Item type="Identity" action="get">' +
        '                   <Relationships>' +
        '                       <Item action="get" type="Member" select="related_id(name)"></Item>' +
        '                   </Relationships>' +
        '               </Item>' +
        '           </related_id>' +
        '          </Item>' +
        '        </Relationships>' +
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  • 0 オフライン

    Hi Nathan and anyone else looking for a similar solution,

    I personally don't like displaying the OOTB identities form to users, as an alternative I modified the SignOffs tab to provide a list of members in the identity group on mouse hover as well as add a ? icon to groups to indicate that hovering provides more information:
    (Btw my version of Aras is V12SP18 so millage may vary if this works for you in a later/earlier version)


    Similar to Angelalp's blog on editing the signoff report I added the following to the "Stylesheet" section of the "Workflow Process History" Report ItemType:

    In the <style> section of the stylesheet I added the following CSS class to create the circle around the "?"

    .circle {
                    width: 10px;
                    height: 10px;
                    border-radius: 50%;
                    display: inline-flex;
                    align-items: center;
                    justify-content: center;
                    border: 1px solid black;
                    }

    Then under the section with "    <xsl:if test="not(../../subflow) or ../../subflow[@is_null='1']">" Replace:

    <    xsl:otherwise>
         <xsl:value-of select="related_id/Item[@type='Identity']/name"/> 
    </xsl:otherwise>
    With:
    <xsl:otherwise>
        <xsl:variable name="members" select="related_id/Item[@type='Identity']/Relationships/Item/related_id/Item/name" />
        <xsl:if test="$members">
            <span>
                <xsl:attribute name="title">
                    <xsl:text>Members:</xsl:text>
                    <xsl:for-each select="$members">
                        <xsl:text />
                        <xsl:value-of select="." />
                    </xsl:for-each>
                </xsl:attribute>
                <xsl:value-of select="related_id/Item[@type='Identity']/name" />
                <xsl:text> </xsl:text>
                <span class="circle">?</span>
            </span>
        </xsl:if>
        <xsl:if test="not($members)">
            <xsl:value-of select="related_id/Item[@type='Identity']/name" />
        </xsl:if>
    </xsl:otherwise>

    Then you need to update the "Workflow History Report" method to include the members in the query results the method returns.

    In the function getWfpItem(topWfp), modify the string inside qryItem.loadAML:

    From:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name)" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '          </Item>' +
        '        </Relationships>' +
    To:
    <Relationships>' +
        '                   <Item type="Activity Assignment" action="get" select="closed_by, is_disabled, closed_on, comments, path, related_id(name, is_alias), created_on" >' +
        '            <closed_by>' +
        '              <Item type="User" select="first_name,last_name" action="get">' +
        '                <Relationships>' +
        '                  <Item type="Alias" action="get" select="related_id(name)"/>' +
        '                </Relationships>' +
        '              </Item>' +
        '            </closed_by>' +
        '           <related_id>' +
        '               <Item type="Identity" action="get">' +
        '                   <Relationships>' +
        '                       <Item action="get" type="Member" select="related_id(name)"></Item>' +
        '                   </Relationships>' +
        '               </Item>' +
        '           </related_id>' +
        '          </Item>' +
        '        </Relationships>' +
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