The Workflow with Document and Workflow with [Object] report types provide additional fields that relate to document and object workflows and tasks. This article refers to workflow tasks. Vault also includes a User Task object class to track unplanned work. For information on user tasks, see Working with User Tasks.
| Reporting Object | Field Name | Description |
|---|---|---|
| Workflow & Task | Action | Allows report viewers to access workflow and task actions from inside the report for in-progress workflows. |
| Task | Task Assignment Date | Date on which the task was assigned to a user; for “Available” tasks, this is the date on which a user accepts the task; Vault updates this date if a user reassigns the task. |
| Task | Task Cancelation Date | Date on which the task was canceled; this will be null if the task is not canceled. |
| Task | Task Comment | Comment added by task owner when completing the task |
| Task | Task Completion Date | Date on which the user completed the task |
| Task | Task Creation Date | Date on which Vault created the task; for the first tasks in a workflow, this should be the same date as the workflow start date. For many tasks, this will be the same as Task Assignment Date. |
| Task | Task Due Date | Date on which the task is due, specified by the workflow owner |
| Task | Task Duration | Amount of time between the task creation and task completion. Vault calculates this number by dividing the number of minutes between task creation and task completion or the current time if the task is still active by the number of minutes in a day. |
| Task | Task Name | Name entered for the task in the workflow configuration |
| Task | Task Owner | User assigned to complete the task |
| Task | Task Queue Group | User role that received an “Available” task |
| Task | Task Reason Code / Capacity | Reason Code / Capacity that user chose during task completion, if the task configuration required a reason code. Note that this data appears in two separate fields (Task Reason Code and Task Capacity) for object workflow reports. |
| Task | Task Status | Current status of the task: Completed, Canceled, Assigned, or Available |
| Task | Task Verdict | Verdict that user chose during task completion, if the task configuration required a verdict |
| Task | Task Verdict Reason | The user’s explanation of the chosen verdict, if the task configuration allows or requires a verdict reason. Note that this field is only populated in Document Workflow. |
| Task | Task Verdict Comment | Comments regarding the task verdict, if the task configuration allows or requires a verdict comment. Note that this field is only populated in Document Workflow. |
| Task | Task Instructions | Custom task instructions that workflow owners provide for task owners. Note that this field is only available for the Workflow with Document report type. |
| Workflow | Workflow Cancelation Date | Date on which the workflow was canceled, either by a user or automatically |
| Workflow | Workflow Completion Date | Date on which the workflow completed; should be the same date as the last task completion in the workflow |
| Workflow | Workflow Doc Version | Version that document was in when the workflow started |
| Workflow | Workflow Document Major Version Number | Major version number of version that document was in when the workflow started |
| Workflow | Workflow Document Minor Version Number | Minor version number of version that document was in when the workflow started |
| Workflow | Workflow Due Date | Date on which the workflow is due, specified by the workflow owner or by configuration |
| Workflow | Workflow Duration | Amount of time between the workflow start and workflow completion; this field will show the time between the report’s last run/refresh and the workflow start if the workflow is not complete. Vault calculates this number by dividing the number of minutes between the workflow start and workflow completion by the number of minutes in a day. |
| Workflow | Workflow Doc Version1 | Version that document was in when the workflow started |
| Workflow | Workflow Document Major Version Number1 | Major version number of version that document was in when the workflow started |
| Workflow | Workflow Document Minor Version Number1 | Minor version number of version that document was in when the workflow started |
| Workflow | Workflow Due Date | Date on which the workflow is due, specified by the workflow owner or by configuration |
| Workflow | Workflow Duration | Amount of time between the workflow start and workflow completion; this field will show the time between the report’s last run/refresh and the workflow start if the workflow is not complete. Vault calculates this number by dividing the number of minutes between the workflow start and workflow completion or the current time of the task is still active by the number of minutes in a day. |
| Workflow | Workflow Owner | User who initially started the workflow |
| Workflow | Workflow Process ID | Unique identifier for the specific run of the workflow |
| Workflow | Workflow Start Date | Date on which the workflow started |
| Workflow | Workflow Status | Current status of the workflow: Complete, Canceled, or Active |
| Workflow | Workflow Task ID | Unique identifier for the specific task; in workflows that assign a task to multiple users, each of those tasks will have its own ID |
| Workflow | Workflow Type | Type of workflow according to configuration: Read & Understood or Standard. This field is not available for object workflow reports. |
| Workflow | Workflow Type | Type of workflow according to configuration: Read & Understood or Standard. This field is not available for object workflow reports. |