Hi Joe
This is what I did…not sure if its 100% correct.
We added 1 rule to copy data from process → stage data as shown below, and another to save the logged in user to stage data also, so we know who completed that stage.
1) FOI v3 [PROCESS] > FOI Stage : Set Case Stage On Record Created
This is Trigger on Stage record creation.
This is Response which copies data (in our case it copied the CASE Activity to a property in our Stage data named Current Activity)
And another rule to copy the logged in user
2) FOI v3 [PROCESS] > FOI Stage : Add Relationship to Logged in User
This is Response which adds a relationship to logged in user to our Stage data table
Here is part of our Data Model showing the key relationships
I am still working on using this Stage data correctly, and will post any further nuggets of information as I come across it.
Hope this helps in some small way, you can message me if you want any guidance - happy to help as I’ve had plenty of help from other users on here.
Jonathan
Agile Developer @ East Hampshire District Council