Sharing Visibility On Workflow Instance

Garrett,

I have been asked by customers if someone could have “read-only” visibility into one or more workflow instances so that they would essentially have informational/visibility rights on those, although I can see maybe two roles: purely read-only and a co-owner role.

For example, IT users may want to share instances of a procurement workflow, used company-wide, across key people in their dept (say PM, CIO and dept’s exec assistant). CIO (read-only) just wants to be able to see the state of all IT instances (e.g. “Access workflow tracking in My Nintex”, but limited to the ones that person is on), so all PMs would add the CEO as a read-only sharer. Exec assistant may want to actually be able to perform as a secondary co-owner to ensure all IT instances are moved through as necessary.

Does that start to explain it better? (I’m a software developer and understand there’s plenty of nuance and edge stories to be discovered.)

Hi @PaulXTiseo 

The default Nintex Dashboard doesn’t have a “read-only” role. It might happen in the future.

You can build you own workflow status tracking dashboard.
If you are using SPO List, you can allocate 1 column for workflow status and 2-3 columns for Approvals

If you have access to Azure SQL, you can save the workflow instance progress to SQL.

If you have access to Power BI, you can use data from SQL to create a dashboard.

If you are more technical, you can use the NAC APIs to query for instances details and use your own dashboard to present the workflow instances to your users.

Nintex Automation Cloud API details is available at URL: https://developer.nintex.com/

Garrett,

Yeah, I am a software engineering manager, so I could get my team to build something out. Was hoping to avoid that, but looks like I will have to go that way. I really appreciate your time and suggestions!