Report on Completed Workflow Tasks (PO, Inv,, Journal Entry, Requisition)

[former_member586664]

Is there a way to pull workflow related data in order to audit the approval trail? With workflow tasks like POs, invoices, JE, etc. designated approvers can pass along their approval items by forwarding to other users or setting up substitutes. Whenever this happens, there is obviously a differentiation from the configured workflow. Is there some way to report on this? I would like to be able to track items that have been forwarded to other users or when a substitute has approved on behalf of the approver. In the app 'Workflow Administration' you are able to see further details of only 'In Process' workflow tasks. Is there a place where we can see the completed items as well?

We are on the cloud. 

[Amith_Nair · Accepted solution]

Hi

Yes, we have the option to pull report based on Open request and completed request in workflow Administration app. You probably have three ways to achieve this: First option-Please go to ‘More’ option--> Goto Views, Second option: On the top right corner of ‘Workflow Administration’ app you will find the drop-down where you can find open request, completed request, process view and Task view and third option, just right click on the screen and you will find many help options available and one among them is Complete and Open request

Just as a side note: With process view option in drop down you have additional option like Execute Agent rule and

I am sure you must have also tried the option ‘Display work item’ by selecting the relevant task and clicking the tab strip ‘Work Item Log’. This essentially gives you a sequence of events occurred to reach the approval process and gives you the trail of last ‘agents’ or user who have changed the task(screenshot attached0

However, I am not 100% sure if this would suffice your ask completely. I would also perhaps suggest you raise an incident with SAP on the component: BC-BMT-WFM-RUN to be sure on the product design for this app in cloud.

Hope this helps!

Thank you! Amith Nair