Users, roles and assignment

How can I see whose queue an item is waiting in?

Add the Currently assigned to column to a process report and filter on it, or use the User performance tab of the Metrics report.

How-to

Short answer: Add the Currently assigned to system field to a process report, then filter on it to list what's waiting on one person.

Why it happens

  • The default report columns don't always show the current assignee.
  • Currently assigned to is a system field you can add to any tabular report. It's empty once the workflow is complete.

How to fix it

  1. Open the process report and edit its configuration.

  2. Under Columns, add the system field Currently assigned to. Adding Current step helps too.

    Configuring a tabular report's columns, filters, and sorting

  3. Under Data filter, click Add advanced filter > Add a filter, select Currently assigned to, pick an operator, and enter the user.

  4. Click Apply, then save the report.

See tabular reports.

For counts per person:

  1. Open the process Metrics report and go to User performance.
  2. Click a number to see the items assigned to that user in that status.

See Metrics report. For a view across several processes, use the user workload report in Analytics.

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