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FlorisvdPoel
October 11, 2024
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Dashboard for certification question responses

  • October 11, 2024
  • 1 reply
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Hi everyone,

I would like to create a table with an overview of the answers given to the certification questions in the certify steps per entity.

Does anybody have experience with this? I think this data is stored in one of the application tables. I was wondering if this is the 'CertifyQuestionInstances' table. Would there then be a way to translate the keys into readable data? 

Any help would be appreciated.

Thanks a lot.

Floris

Best answer by db_pdx

Hi FlorisvdPoel: yes, we do this for a month-end close review dashboard.  We use a grid view to display the question and response.

The key piece is the data adapter which is:

  • Command Type: Method
  • Method Type: CertificationForWorkflowUnit
  • Method Query: {YourWorkflowName.YourWorkflowStep}{YourScenario}{TimePeriod}{True}{}
    • Tip: you can leave the method query blank and run the data adapter to get a hint on the syntax

We also use this data adapter to create a print version of the same question/response for use in a PDF of the month-end close package.

1 reply

D
db_pdxAnswer
October 11, 2024

Hi FlorisvdPoel: yes, we do this for a month-end close review dashboard.  We use a grid view to display the question and response.

The key piece is the data adapter which is:

  • Command Type: Method
  • Method Type: CertificationForWorkflowUnit
  • Method Query: {YourWorkflowName.YourWorkflowStep}{YourScenario}{TimePeriod}{True}{}
    • Tip: you can leave the method query blank and run the data adapter to get a hint on the syntax

We also use this data adapter to create a print version of the same question/response for use in a PDF of the month-end close package.

F
FlorisvdPoelAuthor
October 14, 2024

Hi db_pdx,

Thanks for this! Worked like a charm. 

Floris

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