The "Suggested" reports

Applies to version 2019.1; author: Konrad Wojtycza

The “Suggested” report allows you to quickly find the searched instance based on its current status and form field describing it. It displays all instances that have been updated or created in the last year that the user (currently vieving the portal) has access to. 

Fig. 1 presents the “Suggested” report available from the portal main page created for all applications in the portal. It contains instances from all applications, you can sort it by the number of instances that meet their criteria.

Fig. 1. The suggested reports created for all applications on the portal

On Fig. 2. There is the report created for the “Delegation settlement” application – it contains instances only from this application.

Fig. 2. The suggested reports created for the "Delegation settlement" application

Search filters can narrow down the number of displayed instances according to:

1. Application
2. Workflow
3. Form type
4. Step
5. Application author
6. Workflow instance user
7. Instance state
8. Instance create date
1. Global constants etc.

Search filters change dynamically with the following user selections on the application/workflow/form type…level. You can delete the previously selected filters by clicking on the red cross.

Fig. 3. The available filters

Each instance that appears in the search is given a score. Scores are awarded based on:

• the time that has elapsed since the last modification of the instance
• whether the instance was once assigned to the searching user
• whether the instance was created by the searching user and modified by someone else
• whether the instance was modified by one of the subordinates of the searching user

Fig. 4. The filtering results

The "Suggested" report allows you to quickly search instances from the entire WEBCON BPS portal, thanks to a wide range of dynamically changing filters. Using the "Suggested" report can be very helpful when you are not sure which application the workflow instance is coming from.