Reports and analytics

Show process instance IDs in process reports

Add a text field with the formula _id to the form, then add that field to your report.

Tip

Short answer: Reports can't show the process instance ID directly. Add a text field to the form with the formula _id, then add that field to the report.

When to use this

Use this when you need each item's instance ID next to its data, for example to prepare a bulk update, to match items with an integration, or to look items up through the API.

Set it up

  1. Click Manage > Edit process and open the form.
  2. Add a Text field, for example "Instance ID".
  3. Set its formula to _id.
  4. Hide the field in the step permissions if users don't need to see it.
  5. Click Go live.
  6. Open your report and add the new field as a column.

See tabular reports.

Tip

Keep the instance ID in your exports. It's the value you need when you bulk update items later.

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