When creating a Table Report, the order in which you select Workflows will impact the data that is available in Table Reports.

Selecting Workflows

In the Create Table Report modal, you will first need to select the Primary Workflow. The Primary Workflow will determine which Secondary Workflows you will be able to bring into the Table Report. Only linked Workflows will be available to select once you select the Primary Workflow.

In the screenshots below, notice that the available Secondary Workflows are only visible because they are directly linked to the Primary Workflow.

As you select Secondary Workflows, additional options will be displayed as more Linked Workflows. You can select up to a total of 4 Workflows (1 Primary, 3 Secondary).

Workflow Structure Data Implications

This structure is important as the Primary Workflow will determine the base number of Records that will be displayed. If only Fields from the base Workflow are displayed, the Report will show one row for all Records from the Workflow. 

However, if only fields from Secondary Workflows are chosen, the Report will continue to show one row for each record in the Primary Workflow.

Other implications of Workflow structure:

  • When viewing Table Reports, do not rely on the Record count displayed at the top to be a true count of Records within a Workflow
  • If all the data you believe should be displayed is not visible, review Records in Secondary Workflows to ensure all necessary data has been completed.

Design Considerations

In which Workflow does the key data of information reside? 

  • Select that Workflow as the Primary Workflow.

Does key data reside in multiple Workflows?

  • Ensure those Workflows are within 3 Workflow links of each other to ensure the data can be displayed within the same Table Report.

Is Null data a critical output?

  • Ensure the Workflow with the 'Null' data is selected as the Primary Workflow.
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