Creating a Waterfall Report in ACC v7

Forum|Forum|3 years ago
July 11, 2022
2 replies
2523 views

Hello,

Does Adobe have the OOTB feature or capabilities to create a Waterfall report from Workflow activities?

In a previous CRM system, I could easily create a Waterfall that would list all the activities and the quantities associated with them.

Asking because I don't want to go down the route of creating Instance Variables for each activity and writing them out in an Alert.

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Best answer by montezh2001

Yes, I was able to get the "Snapshot" activity added to my instance and this is providing the results I desire.

Marcel_Szimonisz

Community Advisor

Hello @montezh2001,

you might try to read logs from workflow journal where you get lists of all activities and then simply query those lines to see the waterfall in separate technical workflow and send alert with waterfall data parsed

Or store the counts in a same variable and pass it as object down the stream and process it at the end.

With use of instance.vars. and JSON.stringify and JSON.parse

var vaterfall = JSON.parse(instance.vars.waterfall);
vaterfall.push({activityName:"activity", count:vars.recCount});
instance.vars.waterfall = JSON.stringify(vaterfall);

Marcel Szimonisz

MarTech Consultant
for more tips visit my blog
https://www.martechnotes.com/

C

costa_n11

Adobe Employee

Hi @montezh2001 and @marcel_szimonisz

Be aware that using the logs, you might not have the exact waterfall as in the workflow editor because as there is no true start and true end in the logs and the logs don't have always the count associated to it

The current Workflow Editor is your waterfall representation of a workflow, I agree with the latest execution and not the past execution.

What is the use case to see the workflow execution for past execution as opposed the current?

Thanks

Denis

Sukrity_Wadhwa

Community Manager

Hi @montezh2001,

Were you able to resolve this query with the help of the given solutions or do you still need more help here? Do let us know. In case the given solutions were helpful, then kindly choose the one that helped you the most as the 'Correct Reply'.
Thanks!

Sukrity Wadhwa