Accessing Case Process/Stage Activity

Is it possible to access the Case Process/Stage Activity data?

e.g. If a case is approved, I would like to interrogate this data to see if Grant Approved, and get the date if it was? Otherwise I have to write every action I want to save for later use into a process property such as set “Grant Approved: Date/Time” to Now().


Thanks
JonathanFS

I found out about an API call yesterday, only to be told that doesnt work anymore.

e.g. Calling the REST endpoint GET /api/cases/{caseId}/history.

Surely there is a way for us to access Case Stage History, if not can somebody at Netcall please let me know why, this is our data surely?

Thanks JonathanFS

This data is available via the UI in certain widgets such as the Case stage widget as above, Case Process widgetm and the Event History widget, the latter of which has a download option. However you cannot access this programatically, i.e. use it like record data iun other pages.

For key events where you need to report on when a certain action happened for example then, as you say, you would need to store that in a property or related record at the time to mae it usable in that way.

There is an existing idea raised related to this, if you want to ad your support and comments… https://ideas.netcall.com/i/ideas/p/feature/vote/idea/view?context_record_id=2875

Thanks, I have backed that idea - I see it was initially requested 2022 :frowning:

Specifically for tracking certain key stages having being reached, another feature might be of use is “Case stage records”. This lets you create a record in a related object each time a case reaches a new stage. You can then use subpages in the case stage widget, or rules, to capture relevant inormation at that point in time.

You can define a to-many relation path to use for this in the Process settings. You can also then disable it on certain keystages if you don’t need to log them all for example.

This is particularly useful where a process may have possible loops. Even using normal rules to capture details of when a certain stage has been passed, this might lack information about a stage being passed multiple times for example. Whereas if you have a record to represent each stage passed you would have multiple records in that scenario.

I’ve used the stage records before, but cant remember if I

q1. Can I access/save the stage decision? e.g. Yes, No, Approved, Declined

This is the data I want, I currently need to add one rule for each stage activity decision to save this property to a process.

This cannot be done retrospectively, I have a situation where we need to report on when a Grant was approved - I can see that data is held in the case stage history; but there is no way of accessing it?

q2. Can anyone explain why this data isn’t available to us as developers, as this case stage activity information is perfect for reporting on?

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Apparently there is no way of accessing the case stage history data.
So there is no solution.

You can’t access the decision value directly as such, but assuming each decision takes you to a different keystage, then you can imply it by the next keystage reached, if that makes sense.

Can I ask why we cannot access this information?

It’s just not a feature at present, and in the case of decisions specifically, as far as I’m aware it is not something that has been requested before.

I think it could be considered independent from accessing history in general (the idea I linked to above), as there is no way at present to access the decision value itself (as data) even using Case Stage records, so I’d suggest raising a new Idea for that. One option to make this accessible could be a new Attribute on Case objects to store the last decision taken (like it does for “Last activity”), for example, but there might be other ways to achieve it.