Counting Completed Documents: Difference between revisions

Jump to navigation Jump to search

Counting Completed Documents (view source)

Revision as of 02:25, 20 June 2024

807 bytes removed ,  20 June
no edit summary
No edit summary
No edit summary
Line 10: Line 10:


[[File:Image 1.png|thumb|Flow Trigger]]
[[File:Image 1.png|thumb|Flow Trigger]]




Line 26: Line 25:


[[File:Get Docs Form Document Pack.png|thumb|Flow Step - 1.1]]
[[File:Get Docs Form Document Pack.png|thumb|Flow Step - 1.1]]
Flow Step - 1.1 - (“''Get Docs from Document Pack''” Get Records Component).
 




Line 34: Line 33:




Flow Step - 1.2 - (“''loop Required Documents''” Loop Component).
 
 
 




Line 42: Line 43:


[[File:Assignment Component.png|thumb|Flow Step 1.3 (“Doc + 1” Assignment Component)]]
[[File:Assignment Component.png|thumb|Flow Step 1.3 (“Doc + 1” Assignment Component)]]
Flow Step - 1.3 - (“''Doc + 1''” Assignment Component).
 




Line 56: Line 57:




Flow Step - 1.4 - (“''DocCount''” Variable).
 
 
 




Line 63: Line 66:


[[File:RequiredDocs.png|thumb|Flow Step - 1.5 ("RequiredDocs")]]
[[File:RequiredDocs.png|thumb|Flow Step - 1.5 ("RequiredDocs")]]
Flow Step - 1.5 - (“''RequiredDocs''” Variable).
 




Line 72: Line 75:
In the second block, we use the Get Records component get all the Document Submissions related to the Document Assignment that is associated with the triggering Document Submission record (use Flow Step - 1.6 below as a reference). We also use the Loop, the Decision, and the Assignment components to loop through each Document Submission record and to set Flow variables that determine if there are documents missing and calculate the Document Assignment completion percentage (use Flow Step - 1.7  to 1.11 as a reference).
In the second block, we use the Get Records component get all the Document Submissions related to the Document Assignment that is associated with the triggering Document Submission record (use Flow Step - 1.6 below as a reference). We also use the Loop, the Decision, and the Assignment components to loop through each Document Submission record and to set Flow variables that determine if there are documents missing and calculate the Document Assignment completion percentage (use Flow Step - 1.7  to 1.11 as a reference).


[[File:Screenshot 6 (“get Submissions” Get Records Component).png|thumb|Flow Step - 1.6 (“get Submissions” Get Records Component)]]
[[File:Screenshot 7 (“loop Actual Submissions” Loop Component).png|alt=|thumb|Flow Step - 1.7 (“loop Actual Submissions” Loop Component)]]
Flow Step - 1.7 - "''loop Actual Submissions''” Loop Component - In this component, we loop through the submissions and count unique, non-rejected items.


[[File:Screenshot 6 (“get Submissions” Get Records Component).png|thumb|Flow Step - 1.6 (“get Submissions” Get Records Component)]]
Flow Step - 1.6 - (“''get Submissions''” Get Records Component).


Flow Step - 1.8 ''- “Submission Status”'' Decision Component – In this component, we check the status of the Submission and ignore any that are rejected.


[[File:Screenshot 7 (“loop Actual Submissions” Loop Component).png|alt=|thumb|Flow Step - 1.7 (“loop Actual Submissions” Loop Component)]]


Flow Step 1.9 ''- “Unique Status”'' Decision Component – In this component, we check if a Submission belonging to the same Document has already been processed. Note that we use a variable called “DocumentIds” in the check. The configuration of the “DocumentIds” variable can be found in Flow Step 1.12.




Flow Step 1.10 - “''Submission + 1”'' Assignment Component – In this component, we set two Flow variables i.e. “SubmissionCount” and “RequiredDocs”. The configuration of the “SubmissionCount” variable can be found in Flow Step 1.13 below. The configuration of the “RequiredDocs” variable was provided in Flow Step 1.5 above. Note also that we use a Formula variable - i.e. “OutstandingItems” - to set the “RequiredDocs” variable. The configuration of the “OutstandingItems” formula variable can be found in Flow Step 1.14




Flow Step - 1.7 - "''loop Actual Submissions''” Loop Component - In this component, we loop through the submissions and count unique, non-rejected items.
Flow Step 1.11 - (“''Unique Storage” Assignment Component'' – In this component, we store variables about the Document Submission to check uniqueness as we loop. The variables we use for storage in this component are “DocumentIds” and “RequiredDocs”. The configuration of the “DocumentIds” variable can be found in Flow Step 1.12 below; the configuration of the “RequiredDocs” variable can be found in Flow Step 1.5 above; and the configuration of the “OutstandingItems” formula variable can be found in Flow Step 1.14. Note also that we use a Formula variable - i.e. “DocumentId” - to set the “DocumentIds” variable. The configuration of the “DocumentId” formula variable can be found in Flow Step 1.15)




Line 92: Line 100:




''Flow Step - 1.8 - “Submission Status”'' Decision Component – In this component, we check the status of the Submission and ignore any that are rejected.




Line 100: Line 107:


[[File:Screenshot 9 (“Unique Status” Decision Component).png|thumb|Flow Step 1.9 (“Unique Status” Decision Component)]]
[[File:Screenshot 9 (“Unique Status” Decision Component).png|thumb|Flow Step 1.9 (“Unique Status” Decision Component)]]
Flow Step 1.9 ''- “Unique Status”'' Decision Component – In this component, we check if a Submission belonging to the same Document has already been processed. Note that we use a variable called “DocumentIds” in the check. The configuration of the “DocumentIds” variable can be found in Flow Step 1.12.




Line 107: Line 113:




Flow Step 1.10 -  “''Submission + 1”'' Assignment Component – In this component, we set two Flow variables i.e. “SubmissionCount” and “RequiredDocs”. The configuration of the “SubmissionCount” variable can be found in Flow Step 1.13 below. The configuration of the “RequiredDocs” variable was provided in Flow Step 1.5 above. Note also that we use a Formula variable - i.e. “OutstandingItems” - to set the “RequiredDocs” variable. The configuration of the “OutstandingItems” formula variable can be found in Flow Step 1.14)
[[File:Screenshot 10 (“Submission + 1” Assignment Component).png|thumb|Flow Step 1.10 (“Submission + 1” Assignment Component)]]
[[File:Screenshot 10 (“Submission + 1” Assignment Component).png|thumb|Flow Step 1.10 (“Submission + 1” Assignment Component)]]


Line 117: Line 121:




[[File:Screenshot 11 (“Unique Storage” Assignment Component).png|thumb|Flow Step - 1.11 (“Unique Storage” Assignment Component)]]




Flow Step 1.11 - (“''Unique Storage” Assignment Component'' – In this component, we store variables about the Document Submission to check uniqueness as we loop. The variables we use for storage in this component are “DocumentIds” and “RequiredDocs”. The configuration of the “DocumentIds” variable can be found in Flow Step 1.12 below; the configuration of the “RequiredDocs” variable can be found in Flow Step 1.5 above; and the configuration of the “OutstandingItems” formula variable can be found in Flow Step 1.14. Note also that we use a Formula variable - i.e. “DocumentId” - to set the “DocumentIds” variable. The configuration of the “DocumentId” formula variable can be found in Flow Step 1.15)


[[File:Screenshot 11 (“Unique Storage” Assignment Component).png|thumb|Flow Step - 1.11 (“Unique Storage” Assignment Component)]]




Flow Step 1.11 - (“''Unique Storage”'' Assignment Component).




Line 134: Line 136:




Flow Step 1.12 - (''DocumentIds”'' Variable).
 
 
 




Line 143: Line 147:




Flow Step 1.13 - ("SubmissionCount” Variable).




[[File:Screenshot 14 (“OutstandingItems” Variable).png|thumb|Flow Step 1.14 (“OutstandingItems” Variable)]]






[[File:Screenshot 14 (“OutstandingItems” Variable).png|thumb|Flow Step 1.14 (“OutstandingItems” Variable)]]




Flow Step 1.14 - (“OutstandingItems” Variable”)




Line 161: Line 165:




Flow Step 1.15 -  (“DocumentId” Variable”)
 
 




Line 186: Line 191:


[[File:Screenshot 17 (“Complete c” Custom Field).png|thumb|Flow Step - 1.17 - (“Complete__c” Custom Field)]]
[[File:Screenshot 17 (“Complete c” Custom Field).png|thumb|Flow Step - 1.17 - (“Complete__c” Custom Field)]]
Flow Step 1.17 - (''“Complete__c”'' Custom Field)


[[File:Screenshot 18 (“Outstanding Items c” Custom Field).png|thumb|Flow Step -1.18 - (“Outstanding_Items__c” Custom Field)]]




Line 195: Line 200:




Flow Step 1.18 - (''“Outstanding_Items__c”'' Custom Field”)
[[File:Screenshot 19 (“CompleteCalc” Variable).png|thumb|Flow Step - 1.19 (“CompleteCalc” Variable)]]
[[File:Screenshot 18 (“Outstanding Items c” Custom Field).png|thumb|Flow Step -1.18 - (“Outstanding_Items__c” Custom Field)]]




Line 204: Line 208:




Flow Step 1.19 - (''“CompleteCalc”'' Variable)
[[File:Screenshot 19 (“CompleteCalc” Variable).png|thumb|Flow Step - 1.19 (“CompleteCalc” Variable)]]




Graleva11
26

edits

Retrieved from ‘https://3bknowhow.com/wiki/Special:MobileDiff/547’

Navigation menu