AX1383
Reporting on process information
In addition to the information in the Process Status dialog, Axiom Software provides several features to enable creating custom process reports.
All of these features depend on providing a process definition ID to specify the process for reporting. The GetProcessInfo function can be used to look up the ID for a current process definition, given information such as the file path to that definition. This is the common approach for reporting on current processes.
Each time a process is run, the history of that particular process instance is archived and stored in the database. If you want to report upon a historical process instance, you can look up the ID for historical instances as follows:
- Go to Manage > Process Management > Current Processes.
- Enable Show inactive processes (if necessary), then select the current process in the top of the dialog.
- You can then review the history for that process at the bottom of the dialog, including the process definition ID for each available historical instance.
GetProcessInfo function
The GetProcessInfo function returns step information and status for a process. Given a process definition ID (and other details as needed), the function can return information such as the step name, status, owner, and due date. If the step is performed for plan files in a file group, the plan code can be used to return information on that particular code.
The GetProcessInfo function can be used to bring points of information into individual cells, such as to display the current step owner and due date within a plan file. It can also be used to build out full process reports, either on its own or in conjunction with an Axiom query. For example, you could query the department table to bring in a list of departments, and then use GetProcessInfo in the calc method to return process status information for the plan file of each department.
Axiom.ProcessSteps
The Axiom.ProcessSteps table contains information on all steps in a process definition, such as the step name, step type, and step number. Queries to this table must include a data filter that limits the query to a particular ProcessDefinitionID (ProcessDefinitionID=IDNumber).
This table could be used in an Axiom query to dynamically build out the steps for a specified process, rather than needing to "hard-code" the steps in the report.
Axiom.ProcessTasks
The Axiom.ProcessTasks table contains information on the active tasks for a process, such as the task name, owner, and due date. When a step is made active in a process, one or more tasks are generated for the owner(s) of that step. Queries to this table must include a data filter that limits the query to a particular ProcessDefinitionID (ProcessDefinitionID=IDNumber).
For administrators and process owners, queries to this table return all current tasks in a process. For other users, only their current tasks (if any) are returned.
This table could be used in an Axiom query to report on the current tasks in a process, or to create a custom utility for managing process tasks using Save Type 4.
Axiom.ProcessEvents
The Axiom.ProcessEvents system table contains information on all events performed for a process. Events include activities such as:
- Activating, completing, or aborting a process
- Activating or completing a step
- Stalling a step
- Regenerating tasks for a step
The table includes information on each event such as the process name, the step name and number, the date/time the event occurred, and the user who triggered the event. Queries to this table must include a data filter that limits the query to a particular ProcessDefinitionID (ProcessDefinitionID=IDNumber).
This table could be used in an Axiom query to report on the detailed history of a process, such as all events for a particular plan file.
