I am trying to implement the “Relation to stage records” functionality to capture the history of a stage in a process and am having a little difficulty with it. I can see in the Builder Diagnostics > Record Inspector that it is creating records for the history object but I am struggling to have it display the historic values of a property in the Audit subpages. The in system help provides a conceptual example but doesn’t provide much detail on the actual implementation. Has anyone managed to get this working? Would they be able to provide some screenshots or a quick demo about how to use it? I am pretty certain I can set up rules and objects to do all this manually but at that point I dont see the purpose of the setting in a process.
I may be able to help, as I have used the Relation to stage records recently.
First we have our process basic page (very similar to yours)
Where we have a process with a stage table specified - “FOI Stages” in this case.
I then can use this from various process stages by using the “Represent stage as a record” for that stage.
I then add a submission/audit subpage (red arrow points at it) for any stage to show stage data as shown below, I add a list to suboage that uses the process as base, and FOI Stages as related object.
I also added 2 rules for this service, they write the logged in user and the current stage to to the "FOI Stages table, so I know who did what and when.
See previous thread for details:
Reporting on user who completed a stage in a Liberty Create process - #6 by JonathanFS (solution is near end of thread)
Hope this helps
JonathanFS
Hi JonathonFS
This is really interesting. Where do you put the properties that relate to the stages (i.e. that you want to track the value of)? Are they in the FOI Stages object?
Yes I use the FOI Stages Data object, and also write the Logged in user and Current Activity the record when its created.
With FOI Stages I have added 3 sets of properties, as highlighted as I have different stages that collect different data (as you only have 1 stage table for a process)
The 3 stages are do with requests, extensions and payments.
So on the request subpage I collect the 3 request fields, on the extension subpage I collect the extension in days, and on the payment subpage I collect the payment amount.
Regards
JonathanFS
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Thanks JonathanFS. That’s exactly the stuff i wanted to know. I’ll go and have another play around but I think I can get this sorted now.
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