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    • 04 Jul 2022
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    Contenu

    Create

    • Mis à jour le 04 Jul 2022
    • 5 Minutes à lire
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    Résumé de l’article

    Create

    An auto-generated detailed page for each instance under a Business Workflow is known as a Report.
    Each instance can have its report. If a report is created, the platform offers the authority to download the report from the instance itself.

    To create a report,

    1. After logging in, click on the Reports tab in the Navigation Panel.

    1.png

    Reports - List page

    1. On the new window that appears, click on the +Report button in the top right corner of your screen.

    2.png

    Adding a report

    1. A new window opens where you can enter the name of your report at the top. Adding a name to the report is mandatory.

    3.png

    Report - Create window

    A validation message that says "Report name is required." is seen if a name is not provided to the report.

    report1

    Validation message

    1. From the options available, click on the template that you want for creating a report.

    Remember that the Create button is enabled after you enter a name to the report and select a template.

    4.png

    Selecting template

    1. Click on the Cross icon in the top right corner to abort the operation; click on the Create button at the bottom to create a report.

    2. Now, in the second step, you need to design your report.

    3. Now, on the screen that appears, look on the right side.

    5.png

    Reports - Create window

    1. Under the PAGE PARAMETERS section, adjust the Width, Height, and even colour of the page.

    2. Add your desired value under the Width and Height textbox fields.

    3. Next, click on the Color option, and a colour palette opens.

    4. Select a color you want from here and click on the Ok button to set that color to the report.

    6.png

    Color palette

    1. Now, under the WORKFLOW tab, select a Business Workflow that you want to link to the report from the Choose Workflow drop-down list.

    7.png

    Choose workflow drop-down menu

    1. You now see the attributes under the Workflow Attributes section right below the WORKFLOW tab.

    2. You can drag and drop instance's attributes on the report from the Workflow Attributes section.

    3. In addition, under the Workflow Attributes section, a Default Attributes section is also provided. It has a default Date attribute which can be dropped in the report as well. It displays the date on the report.

    4. Click on the Add paragraph element icon to add a Paragraph to the report.

    5. Drag and drop the icon on the template, and you see a blank textbox where you can add or delete information.

    Add paragraph element is used to enter paragraph words in the report. You can enter customized terms in this paragraph. Additionally, you can even add attributes from the instance that you have selected.

    paragraph1.png

    Adding a paragraph

    1. Likewise, you can also add a table using the Add table element function.
    2. Drag and drop the Add table element icon on your report.
    3. Now, a table appears on the report with six columns and three rows.

    table1.png

    Adding a table

    1. Click on the + or - button on the top right of the created table to add rows. Likewise, click on the + or - button in the bottom left to add more rows to the table.

    table2.png

    Row or Columns addition in the table

    1. Hover over the columns, and you see an option to change the columns' size.

    You can add values as you please in a table. You can also add attributes to a particular box. Furthermore, this feature helps add any information that needs a tabular format in a report.

    1. Moving ahead, the report also provides an option to add an image if needed.

    2. Click on the Add image element icon at the top and drag and drop it in the report.

    image1.png

    Adding an image

    1. A box with the text Add image is now added to the report. Two icons appear above the PAGE PARAMETERS section when you double-click anywhere in that box.

    image2.png

    Adding an image

    1. The first icon, i.e., the align icon, helps align the cursor inside the imagery box. The align icon contains a drop-down list with various alignment options for the image.

    image4.png

    Align icon

    1. Click on the image icon, and a new window appears. You need to locate and then select the image from your computer using this window and click on the Open button to add it to the report.

    2. Now, the following icon is the Grid element.

    Grid element lets you add a grid to the report. Furthermore, this grid can contain an image, a table, or a paragraph according to your need. Therefore, it becomes an efficient way to manage the information in an instance.

    1. To create a Grid in the report, simply drag and drop the Grid icon inside the report from the top.

    grid1.png

    Adding a grid

    1. Double click on the grid to adjust the number of sections and the size of each section.

    2. On double click, a Settings tab is opened on the right side of your screen.

    gridsettings.png

    Adding a grid

    1. Select an option from the number of tabs under the Settings section.

    2. Likewise, under the Customize option, you can adjust the size of each section.

    3. Furthermore, set a margin, i.e., a border using the Margin option.

    Understand that 2 tabs mean 2 sections, 3 tabs mean 3 sections, and so on.
    Understand that two tabs mean two sections, three tabs mean three sections, etc.
    Additionally, the Customize option is used to adjust the size of each section, i.e., the platform will change the size according to your entries.
    Finally, the Margin option sets a gap between two sections. The greater the margin entered, the greater gap between the two sections.

    1. Drag and drop your desired icon in that particular section. You can now add your desired feature in a section of the grid.

    2. Finally, click on the Save button in the bottom right to save the changes.

    3. A notification Report updated successfully is seen once the report is created and saved.
      rightnoti.png

    Notification for creation of report

    If a notification Your web browser may have encountered an issue. Please try again is seen; note that the report creation failed.
    In such cases, check your internet connection and repeat the procedure to make a report again.

    wrongnoti.png

    Error notification

    To close the notification, click anywhere else on the screen or on the notification's cross icon in the bottom left corner.

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