Configure the report to retrieve workers' inbox items such as to-dos, action items, and approval.

Before you begin

Role required: You must fulfill the following prerequisites:
  • Access to report creation access
  • Permission to access the "Business process event steps" data source
  • All calculated fields for this report must be created
    Note: Calculated field types are increment/decrement, look-up value, text constant, true/false condition, evaluate expression, and concatenate text fields.
  • All calculated field name starts with CF
  • Confirm that all report field names and column headings match exactly with the labels specified in the report document; otherwise, the developed actions will fail.
  • Leave the Group Column Heading field blank for every business object in the Group Column Heading section.
  • When creating filters, ensure you add parentheses exactly as shown in the provided screenshots.
  • To access actions on the ServiceNow platform, all reports must be either shared with or owned by an ISU user.
  • Confirm that in the advanced section, the Enable as webservice field is selected.

Procedure

  1. Create calculated field 1.
    1. Create a calculated field of type Increment/Decrement and name it CF_Last_functionally_updated_-1.
      Increment or decrement.
    2. Create a calculated field of type Lookup Value – As of Date, name it CF_Assigned_to_Worker_Previous, and use CF_Last_functionally_updated_-1 as the reference field.
      Lookup value as of date.
  2. Create calculated field 2.
    1. Create a calculated field of type Text Constant and name it CF_Text_0.
      Calculated field of type Text Constant.
    2. Create a calculated field of type Text Constant and name it CF_Text_as_1.
      Calculated field of type Text Constant.
    3. Create a calculated field of type True/False Condition and name it CF_Competed_by_Is_Not_Equal_Old_Assignee.
      Calculated field of type True/False Condition.
    4. Create a calculated field of type Evaluate Expression and name it CF_EE_Completed_by_Admin_Exist_as_Old_Assignee_or_Not.
      Calculated field of type Evaluate Expression.
  3. Create calculated field 3.
    1. Create a calculated field of type Text Constant and name it CF_Text.
      Calculated field of type Text Constant.
    2. Create a calculated field of type Lookup Related Value and name it CF_Action_Event.
      Calculated field of type Lookup Related Value.
    3. Create a calculated field of type Concatenate Text and name it CF_Inbox_Subject.
      Calculated field of type Concatenate Text.
  4. Create calculated field 4.
    1. Create a calculated field of type Text Constant and name it CF_url.
      Calculated field of type Text Constant.
    2. Create a calculated field of type Lookup Related Value and name it CF_business_pro_transaction.
      Calculated field of type Lookup Related Value.
    3. Create a calculated field of type Lookup Related Value and name it CF_BP_Wid.
      Calculated field of type Lookup Related Value.
    4. Create Concatenate text type calculated field named CF_Inbox_url.
      Concatenate text type calculated field.
  5. Create calculated field 5.
    1. Create a calculated field of type Lookup Related Value and name it cf_step_id.
      Calculated field of type Lookup Related Value.
    2. Create a calculated field of type Lookup Related Value and name it CF_subject_id.
      Calculated field of type Lookup Related Value.
    3. Create a calculated field of type Lookup Related Value and name it CF_subject_and_step_id.
      Calculated field of type Lookup Related Value.
  6. Create calculated field 6.
    1. Create a calculated field of type Lookup Related Value and name it CF_sent_back.
      Calculated field of type Lookup Related Value.
  7. Create calculated field 7.
    1. Create a calculated field of type Lookup Related Value and name it CF_Business Process Definition on Action Event.
      Calculated field of type Lookup Related Value.
    2. Create a calculated field of type Lookup Related Value, name it Cf_parent_business_process_definition, and use CF_Business Process Definition on Action Event as the reference field.
      Calculated field of type Lookup Related Value.
  8. Create calculated field 8.
    1. Create a calculated field of type Increment/Decrement and name it CF_Last_updated_on-1.
      Calculated field of type Increment/Decrement.
    2. Create a calculated field of type Lookup Value – As of Date, name it cf_status_as_of_moment, and use CF_Last_updated_on-1 as the reference field.
      Calculated field of type Lookup Value – As of Date.
  9. Create calculated field 9.
    1. Create a calculated field of type Lookup Value – As of Date and name it CF_Action_Event.
      Calculated field of type Lookup Value – As of Date.
  10. Create calculated field 10.
    1. Create a calculated field of type Lookup Value – As of Date, name it CF_worker, and use CF_Action_Event as the lookup field.
      Calculated field of type Lookup Value – As of Date.
  11. Create calculated field 11.
    1. Create a True/False condition type calculated field named CF_Awaiting_person_is_ISU.
      True/False condition type calculated field .
  12. Create the report.
    1. Access the Create Custom Report task.
    2. Provide a report name.
      Example of report name: SNIH_Inbox_Items.
    3. Select the report type as Advanced.
    4. Deselect the Optimized for performance option.
    5. Select the data source as Business Process Event steps.
    6. Leave the Temporary Report box unchecked, then click OK.
      Custom Report.
    7. Select the report business object and report fields as given below.
      Report Business Object.

      Report Business Object.

    8. In the Group column heading section, select all business object as below.
      Group Column heading for each business object must be empty.

      Report Business Object.

    9. In the Filter section, select the value as shown below.
      Add parenthesis as given in the screenshots below.

      Report Business Object.

      Report Business Object.

      Report Business Object.

      Report Business Object.

    10. In the Prompt section, select Populate Undefined Prompt Defaults.
      Report Business Object.
    11. Select the value of prompts as given below under the Prompt default section.
      Confirm that the Label For Prompt XML Alias of all prompt fields must be same as the image provided below.

      Report Business Object.

    12. In the advanced section, select Enable as Webservice, and select OK.
    13. Select the three dots icon and then go to Web Services>View URLs.
      Report Business Object.
    14. Select a time range from the parameters and select OK.
      Report Business Object.
    15. In the View URLs Web Service page, select the marked icon under CSV section.
      A new browser tab opens.

      Report Business Object.

      The RaaS URL of the report opens in a new browser tab.

      RaaS URL report URL.

      https://wd2-impl-services1.workday.com represents the Base URL of customer’s workday tenant.

      Tenant_Name represents customer’s workday tenant.

      Report_Owner_user_name represents user name of the report’s owner.

      Report_Owner_user_name represents user name of the report’s owner.