Monday, June 2, 2014

Workflow Instances and Associations

Have you ever wanted to take a peek at the Work Flow Instance tab or Associations tab on a single tab form, or on a form where they are not set to display?  Here is an easy solution -  pop open a new browser tab and paste the URL from below, updating your server name and port, and replacing the x's with the spec ID of the record.

URL to view workflow instances (where "xxxxx" is the spec ID for the record):


URL to view associations:


Tuesday, May 27, 2014

Action Items Not Displaying

Here's an issue that I've seen a few times - the Reminders portal section shows a count of one or more action items assigned to a user, but when you drill into the Action Items portal section no action items display.  The solution is to be sure that any workflows with User Action or Approval tasks use an associated My Profile record for the assignment, not a triPeople record.  The out-of-box Action Items portal section (sysActionItems) only shows action items associated to a My Profile record.