Document and Workflow History

LibraryFolders.png
I'm not sure how often it is utilized, but you can create different reports in UCM through the Web Layout Editor. The Web Layout Editor is the admin applet that lets you control the Library Folders structure under Browse Content. Most commonly it's used to create a hierarchy of folders with pre-defined queries. But another type of page you can create is a Report which can be based on document history, workflow history, archive history, users, or metadata.

While the reports help gather information for broad queries such as by workflow name, metadata, or time, it's not good at generating ad-hoc reports for individual items. You can create a report that is scoped to a specific Content ID, but that has to be done each time through the Web Layout Editor.

Since quickly getting the document or workflow history for an individual is a pretty handy thing to have, I created a couple of pre-built reports that can take the Content ID as a parameter when called. I then modified a resource include used on the Content Information page to include links to both reports for that content.

HistoryLinks.png

Then when you click the 'History' link, you get the check in, update, revisions, & delete history report:

DocHistory.png

And when clicking the 'Workflow' link, you get the workflow review steps the document went through before being released:

WorkflowHistory.png

I've uploaded a copy of the

Document and History Report
sample. Because this includes some pre-built reports along with a custom component, it's packaged as a Configuration Migration Utility bundle. You'll want to upload the bundle, import it, and then enable the 'WorkflowReport' component.

Comments:

As useful as they are, the reports do not have any consistent formatting. Is there any way to sort entries by date? Add columns? Pagination? Uh, apart from hacking the report templates ;)

Posted by mikey on November 02, 2010 at 12:16 PM CDT #

Hey Mikey, Yes, depending on what you want to change, you'll need a component to override the templates. But the lack of sorting on the dates is definitely annoying. So I just created a simple component that takes the resultsets from those reports and does the rsSort() function on them to sort them by date. I hooked into a standard resource that gets called on the templates, so it's a pretty minor change. If interested, here is the
SortReports
component. Thanks, Kyle

Posted by kyle.hatlestad on November 03, 2010 at 02:01 AM CDT #

Hi Kyle, Is there a way to show the number of the results at the end of the report? Thanks, Andre Almar

Posted by Andre Almar on November 30, 2010 at 08:30 AM CST #

Hey Andre, It is possible, but it would take a custom component to do so. You would need to modify the particular report template you are after and add some code to display the count. It looks like the number of results is available in the local data as the Idoc Script variable 'nextRow'. Thanks, -Kyle

Posted by kyle.hatlestad on December 01, 2010 at 11:28 PM CST #

I need to create a report which should contain all the users with their roles and permission assigned to them.. Is it possible to create such report?? Please reply!!!

Posted by Ankit Shah on December 22, 2010 at 08:48 PM CST #

Hello Ankit, Unfortunately, not through Web Layout Editor. That can give you a report on users, but it does not give you their security information. It is possible to create such a report through the creation of custom component. You could build the services and template to query the data and display the user information that you need. If you're not comfortable with building custom components, I believe Oracle's partner Fishbowl Solutions has an administrative module which can provide such reports. Another alternative would be to use a separate reporting tool such as BI Publisher to gather and report on the data. Thanks, -Kyle

Posted by kyle.hatlestad on December 23, 2010 at 02:15 AM CST #

Hi Kyle, I tried to install the dochistory and workflow history component (DocAndWorkflowReports-idcm1-1-20050620T181234.zip). but I am not able to install it. I am getting the error "Unable to install the new component. Manifest result set is missing.". I downloaded the zip file from the link above. Is there anything wrong with my system? Regards, Rajendra

Posted by Rajendra Vijay on February 16, 2011 at 07:12 PM CST #

Hello Rajendra, This is packaged as a Configuration Migration Utility bundle and not as a custom component. You want to go to Administration - Config Migration Admin - Upload Bundle. Once uploaded, you can then import the configuration which includes the custom component within it. You'll then want to go to the Admin Server and enable the component and restart UCM. Thanks, -Kyle

Posted by kyle.hatlestad on February 21, 2011 at 01:43 AM CST #

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About

Kyle Hatlestad is a Solution Architect in the WebCenter Architecture group (A-Team) who works with WebCenter Content and other products in the WebCenter & Fusion Middleware portfolios. The WebCenter A-Team blog can be found at: https://blogs.oracle.com/ ateam_webcenter/

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