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Planview Customer Success Center

Request Gate Actions

For each request, show the actions taken at each gate in its workflow including the date, actor, action, and days before action was taken:

Request Gate Actions.png

 

[In Progress]

Design View Selection Comments
General

Topic: Request

Type: List: Basic

Title: <enter a meaningful title>

 

 

Data

List Fields: Whichever of the following and others would be of value, such as

  • Title
  • Current Gate
  • Gate Status
  • Gate Actions > Gate Action Date
  • Gate Actions > Gate Approver
  • Gate Actions > Action
  • Gate Actions > Gate
  • Gate Actions > Elapsed Gate Approver Time (Days)

To change the field title/heading value Display Name and Display Data as options, you can use the Field Options modal. 

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When starting with the Request topic you will need to select the field path Request > Gate Actions to get to the gate-specific available fields. For example:

Screen Shot 2021-08-17 at 4.13.38 PM.png

Display and Preview List Columns

Configure desired options within the Display tab, such as Grouping, Sorting, Drilldown, or Aggregation:

  • Add first Sort Priority as the Request Title and second as Gate Action Date
  • Set Drilldown to Entity for the Request Title
  • Set Aggregation of the Elapsed Gate Approver Time (Days) to Average

Within the Preview pane, select each column's options menu to set specific display options such as for date fields, optionally set "Display Data As" to a desired format such as "dd-MMM-yyyy" for Gate Action Date.

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Variable Settings

Scope: Organization

Filters: optionally include request filters, such as a specific Request Category if you have multiple of these with different gate workflows

Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run per the organization.