Suggested by Hemant Sohoni – New
The requirement here is to see the work items assigned to the users in 365 Finance. We have the ‘Workflow history’ page where we can see all the workflow items using the status filter. However, it is not feasible to add the ‘UserName’ to this page or cannot filter the records on this page based on the username to whom the records are assigned for approval.
We tried adding the username to the workflow history page. However, Username or User ID is not available to be added to the page.
We also tried to add the Username or User ID column using the ‘Advanced filter or sort’ button.
We added the ‘Work items’ table and tried using the ‘User’ option but this also did not help filter the work item records that are pending with the concerned user on the Workflow history page.
Presently, the user to whom a workflow instance is assigned can be seen from the individual workflow history, but this is a time-consuming activity as these details need to be verified on each and every workflow instance individually.
The requirement is to have the details of the user, to whom the workflow instance is assigned, to be available on the Workflow history page itself.
The objective behind having this information is to enable the System administrator to identify and follow up on the pending work items or get the pending work items delegated to another user.