Forum Discussion

Keyser_Soze's avatar
Keyser_Soze
Contributor
2 years ago

Retrieve User behind completion of a workflow step (Forms & Journals) ?

Hello, Is it possible to get the user who completed a 'Form Input' step in OneStream ?  To clarify, I am able to do so for 'Import/Validate/Load' steps but I'm under the impression that it's impos...
Forms
Workflow
  • JackLacava's avatar
    JackLacava
    2 years ago

    There is a DataAdapter method that will give you that information, so you can execute that (from a rule if necessary).

    As far as I can see (but I've not tested it), the public API allows you to retrieve the forms with BRApi.Forms.Metadata.GetForms(si, wfClusterPk) , which should reflect form status, but it doesn't report the author. You could get the form ID from there and then look up some database table to get the user, but I reckon it's easier to just leverage the adapter.

  • Keyser_Soze's avatar
    Keyser_Soze
    2 years ago

    Same deal my friend,  you need to leverage infos from the tables in your database ! Go check out the table 'TaskflowLogItems' and search for the rows where 'Reason contains ConfirmXXX' and cross it with another table that logs infos you need. Everything is stored there ! For Import/Validate/Load steps you can find what you need in 'TaskActivity' tables

    If this helps a bit, don't hesitate to drop a Kudos it would be appreciated

JackLacava's avatar
JackLacava
Honored Contributor
2 years ago

There is a DataAdapter method that will give you that information, so you can execute that (from a rule if necessary).

As far as I can see (but I've not tested it), the public API allows you to retrieve the forms with BRApi.Forms.Metadata.GetForms(si, wfClusterPk) , which should reflect form status, but it doesn't report the author. You could get the form ID from there and then look up some database table to get the user, but I reckon it's easier to just leverage the adapter.

  • Keyser_Soze's avatar
    Keyser_Soze
    Contributor
    2 years ago

    Thanks for replying, I've been impatiently waiting 

    I tried the method above, but weirdly I get an Empty DataTable (I am 200% there are no typos in my query). In database tables, I found the place where Forms are supposed to be logged but even there I can't see any form (There are at least 30 Forms in the app with 'Profile Active' set to true).

     

    What might be the root cause of this ?

    • Keyser_Soze's avatar
      Keyser_Soze
      Contributor
      2 years ago

      Update: The requirement Level of the Form needs to be set as 'Required' for it to be seen in the DataBase ! 
      Even though we cannot see audit details for 'Optional' Forms, the above does the job. Thanks Jack