Users Historical Decisions

[RAshley]

So... there's a field called "Users Historical Decisions" that gives us data of how many approvals each user has made over the last 12 months. Neat!

With the new licensing model, going above a certain threshold will kick a user from a free license to the "Light" license. We're going to be billed for this (obviously), so the data in that field is of financial significance.

We can add the field to a report (hooray) but...

1. We can't sort on it

2. We can't filter on it

3. We can't group by it

and

4. If we export the report, that data doesn't get exported

So how, exactly, are we supposed to actually use this data other than visually scrolling through our entire user list (which is obviously not viable for larger organizations)?

I feel like I'm missing something.

[skyehansen]

I feel like I've been able to download the data in the past, so you might want to submit a case to Support if you're unable to export.

[SarahMc3]

Did you resolve this? I'm running into the same issue and just submitted a ticket. I can see everything in the report within Workfront, but the "users historical decisions" column is totally blank when I export to Excel.

[skyehansen · Accepted solution]

You can use this as a workaround while you're waiting for the resolution on your case -- it doesn't sort it in order of month, but you can at least get it to download. Hope this helps.

displayname=Workaround for Approver Decision Count
listdelimiter=<p>
listmethod=nested(approver.usersHistoricalDecisions).lists
type=iterate
valueexpression=CONCAT({month},'/',{year}," - ",{approvalsThisMonth})
valueformat=HTML

[skyehansen]

edited to add note: As of Nov 2024, I'm confirming that this does not work with the new doc approvals (which in and of themselves, are currently only reportable through canvas dashboards or via widget in Home).

"user decisions" are a collection so you can't sort or group by it, but here is a sample filter that works for me in a doc approval report (using legacy approvals). (users for the month of october with less than 5 approvals)

EXISTS:a:$$OBJCODE=USRDEC
EXISTS:a:approvalsThisMonth=5
EXISTS:a:approvalsThisMonth_Mod=lt
EXISTS:a:month=10
EXISTS:a:userID=FIELD:approverID

You can similarly use this filter in a user report with a minor edit:

EXISTS:a:$$OBJCODE=USRDEC
EXISTS:a:approvalsThisMonth=5
EXISTS:a:approvalsThisMonth_Mod=lt
EXISTS:a:month=10
EXISTS:a:userID=FIELD:ID