Project and Portfolio Management Practitioners Forum
cancel

Status in chronological sequence

Highlighted
Zdenka
New Member.

Status in chronological sequence

Hello PPMers,

our customer would like to order project in portlet view by status in chronological sequence of workflow step.
We have numbered status for each step in workflow and now we can order it chronologicaly in portlet view.
But now customer wants to change workflow as well as step sequence. In this case numbered status is not
the best solution. Have you any idea about this status chronological ordering?

Thanks in advance
Zdenka
3 REPLIES
Alan Delimon
Super Contributor.

Re: Status in chronological sequence

You should be able to look at Status detail to determine what order things executed in. I think that this could be done by referencing the request id to a specific workflow and then determining what step the workflow is in. Should all be directly queryable against the CLM tables.
Sascha Mohr
Acclaimed Contributor.

Re: Status in chronological sequence

Hi.
You could create a validation (simple list) and put the names of the status into the list in the order you like and then use that validations sequence numbering in a custom portlet/data source for sorting.
It's a "quick and dirty" solution though.
Regards
Sascha
PPM Guru
Regular Contributor.

Re: Status in chronological sequence

You can get the workflow steps in the step order by using this validation:

Select kws.workflow_step_id, lpad(kws.sort_order,2,'0') || ' - ' || kws.step_name, KWS.step_type_code
FROM KWFL_WORKFLOW_STEPS KWS, KWFL_WORKFLOWS KW
WHERE KW.WORKFLOW_NAME = 'MY_WORKFLOW_NAME'
AND KW.WORKFLOW_ID = KWS.WORKFLOW_ID AND KWS.enabled_flag = 'Y'
AND ( KWS.step_type_code = 'APPROVAL'
ORDER BY KWS.sort_order

Otherwise you need to write your own data source that lists the workflow statuses in any order independetly of their name and workflow step order.