Unable to select the stages that are added using Flow when creating a report in Requested item table.
When you create a flow and added custom stages which are specific to clients, the RITM created using the
catalog items are updated with the stages, however when you try to create a report on the table sc_req_item,
the stages are not found, so you cannot use it to filter and build a report.
Troubleshooting done:
- Created the test catalog item and flow that includes stages
- Submit sample request
- Create a report using the stage in ritm table
Screenshots:
Hi,
As far as I know, using Flow stages does not actually set the Stage field on the RITM record, it's only progressing the Flow through stages, and gives help to visualize how far a process has come, like below image shows.
If you need to report on the stage field on the RITM, you will need to set the value of the RITM record as an "Update record" action within your flow.
Thanks for your reply, it actually updates the RITM as you can see on my screenshot, the stages added in the flow will actually be updated to the RITM even without using "update record" action. The issue we are getting is that you cannot select that stage when you actually try to query or try to build a report using stages because it is not in the dropdown. (screenshots below for your reference)
Aah, I see. My bad.
Did some testing, and you are correct. The value is actually set on the RITM, like you said.
But, when reporting on the field Stage you cannot choose these custom stages created in a Flow, as they are not present in the choices on the Stage field.
What you can do as a workaround, you can group the stages in a bar chart or similar, just to get the results on how many RITM are at each stage.
Image shows how I did it.
