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View Manual Activity history in the portal

Michael_BaldryMichael_Baldry Customer Advanced IT Monkey ✭✭✭
We have a common complaint from our analysts: when they're looking at a CR or SR, there's no easy way to see who made a note on manual activities, or who marked them complete/skipped. The full console & Outlook console both allow you to view the history on MAs; it'd be great if we could view this information in the portal too, as that's the main interface that most analysts use for their day-to-day work. 
25 votes

Submitted · Last Updated

Comments

  • Adrian_MataiszAdrian_Mataisz Customer Advanced IT Monkey ✭✭✭
    +1   We need to know who did what on MAs for sure.
  • PIERRE-LOUIS_DURRISPIERRE-LOUIS_DURRIS Customer Advanced IT Monkey ✭✭✭
    +1 We have some service request for which we have a very specific process and we want to check quiclky who did what and even to print it easlily for audit department.
  • seth_coussensseth_coussens Member Ninja IT Monkey ✭✭✭✭
    Totally agree here.

    With a little bit of customization you can make this free download work for you as a stop gap in the meantime!

    https://community.cireson.com/discussion/378/show-cr-activity-history-in-the-portal?new=1
  • Michael_BaldryMichael_Baldry Customer Advanced IT Monkey ✭✭✭
    edited June 2016
    Thanks Seth, this works great!

    We have a bunch of activities nested within Parallel & Sequential activities, which weren't showing properly in there (it'd just show the parent activity, no child activities). I made a slight change to the script to get it to process those too. Edit: I'll post the changes here as soon as I confirm that they're working in all situations - I'd posted them earlier, but found that they weren't returning all of the activities in very long workflows.
  • Michael_BaldryMichael_Baldry Customer Advanced IT Monkey ✭✭✭
    I'm posting it here in case anyone else is in the same boat as us. On very long workflows, it will make the form take a second or two longer to load. I'm sure someone better at JavaScript than me could fix that up. :smile: 

    Function to get all child activities, not just the top level ones:
    function GetActivitiesRecursively(activities) {
        var allActivities = [];
        var length = activities.length;
            
        for (var i = 0; i < length; i++) {
            var currentActivity = activities[i];
            allActivities.push({            
    "Id": currentActivity.BaseId,
    "Title": currentActivity.Id + " - " + currentActivity.Title
            });
            // If the current activity has any child activities, process those too
            if (currentActivity.Activity && currentActivity.Activity.length > 0) {
                 allActivities = allActivities.concat(GetActivitiesRecursively(currentActivity.Activity));
            }
        }
        return allActivities
    }

    Change to how we create the custom task:
    app.custom.formTasks.add('ChangeRequest', "Activity History", function (formObj, viewModel) {
        var activities = GetActivitiesRecursively(pageForm.viewModel.Activity);
    CRGetActivityHistory(activities);
    });
  • PIERRE-LOUIS_DURRISPIERRE-LOUIS_DURRIS Customer Advanced IT Monkey ✭✭✭
    Thanks for this very good task. Just one remark, I don't know why but the user is always the workflow one instead of the real user who mark as finish the activity. Could you help me on this ?
  • Jonathan_BolesJonathan_Boles Customer Ninja IT Monkey ✭✭✭✭
    Thanks for this very good task. Just one remark, I don't know why but the user is always the workflow one instead of the real user who mark as finish the activity. Could you help me on this ?
    This is an issue we've experienced as well - makes it very difficult to know who is acutally marking as complete.
  • PIERRE-LOUIS_DURRISPIERRE-LOUIS_DURRIS Customer Advanced IT Monkey ✭✭✭
    In my case, we have audit needs, I change all MA to RA. The problem is now that I need to fill manually all the "reviewer" although in MA I had extended the class with support group field.
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