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FlorisvdPoel's avatar
FlorisvdPoel
New Contributor III
3 months ago

Dashboard for certification question responses

Hi everyone, I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity. Does anybody have experience with this? I think thi...
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  • db_pdx's avatar
    db_pdx
    3 months ago

    Hi FlorisvdPoel: yes, we do this for a month-end close review dashboard.  We use a grid view to display the question and response.

    The key piece is the data adapter which is:

    • Command Type: Method
    • Method Type: CertificationForWorkflowUnit
    • Method Query: {YourWorkflowName.YourWorkflowStep}{YourScenario}{TimePeriod}{True}{}
      • Tip: you can leave the method query blank and run the data adapter to get a hint on the syntax

    We also use this data adapter to create a print version of the same question/response for use in a PDF of the month-end close package.

db_pdx's avatar
db_pdx
Valued Contributor

Hi FlorisvdPoel: yes, we do this for a month-end close review dashboard.  We use a grid view to display the question and response.

The key piece is the data adapter which is:

  • Command Type: Method
  • Method Type: CertificationForWorkflowUnit
  • Method Query: {YourWorkflowName.YourWorkflowStep}{YourScenario}{TimePeriod}{True}{}
    • Tip: you can leave the method query blank and run the data adapter to get a hint on the syntax

We also use this data adapter to create a print version of the same question/response for use in a PDF of the month-end close package.

FlorisvdPoel's avatar
FlorisvdPoel
New Contributor III
3 months ago

Hi db_pdx,

Thanks for this! Worked like a charm. 

Floris