Friday, April 24, 2015

Custom Report generation in Nintex Workflow

Step 1.  First create the sample InfoPath Form which you need to insert data to the SQL DB.










Step 2.  Then create a Nintex Workflow to insert data to the Table in the DB.















This is the Table to save data.
















Step 3. Create the .xml for our report format.

<?xml version="1.0" encoding="utf-8"?>
  <ReportDefinition xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
  xmlns:xsd="http://www.w3.org/2001/XMLSchema">
     <AllowCaching>true</AllowCaching>
     <CacheTimeOut>60</CacheTimeOut>
     <SqlQuery>GetAllCustomerDetails</SqlQuery>
     <QueryType>StoredProcedure</QueryType>
     <PageSize>20</PageSize>
     <AllowSorting>true</AllowSorting>
     <JoinType>Group</JoinType>
     <PagingMode>Inbuilt</PagingMode>
     <Scope>Farm</Scope>
     <ReportColumns>
<ReportColumn>
               <GroupOperator>Key</GroupOperator>
               <SortExpression>CustomerName</SortExpression>
               <Sortable>true</Sortable>
               <Name>CustomerName</Name>
               <DisplayName>CustomerName</DisplayName>
               <DisplayType>Default</DisplayType>
               <IsTextColumn>true</IsTextColumn>
               <IsValueColumn>false</IsValueColumn>
          </ReportColumn>
          <ReportColumn>
               <GroupOperator>Key</GroupOperator>
               <SortExpression>Addrress</SortExpression>
               <Sortable>true</Sortable>
               <Name>Addrress</Name>
               <DisplayName>Addrress</DisplayName>
               <DisplayType>Default</DisplayType>
               <IsTextColumn>true</IsTextColumn>
               <IsValueColumn>false</IsValueColumn>
          </ReportColumn>
 <ReportColumn>
               <GroupOperator>Key</GroupOperator>
               <SortExpression>Amount</SortExpression>
               <Sortable>true</Sortable>
               <Name>Amount</Name>
               <DisplayName>Amount</DisplayName>
               <DisplayType>Defult</DisplayType>
               <IsTextColumn>false</IsTextColumn>
               <IsValueColumn>true</IsValueColumn>
          </ReportColumn>
          <ReportColumn>
               <GroupOperator>Key</GroupOperator>
               <SortExpression>Date</SortExpression>
               <Sortable>true</Sortable>
               <Name>Date</Name>
               <DisplayName>Date</DisplayName>
               <DisplayType>DateTime</DisplayType>
               <IsTextColumn>false</IsTextColumn>
               <IsValueColumn>true</IsValueColumn>
          </ReportColumn>
     </ReportColumns>
     </ReportDefinition>

·        Step 4. StoredProcedure created in the Nintex DB in SQL Server.

ALTER PROCEDURE GetAllCustomerDetails
      AS
BEGIN
      SET NOCOUNT ON;
      SELECT [CustomerName],
      [Addrress]
      ,[Amount]
      ,[Date]
  FROM [WSS_Content_NintexKidde].[dbo].[Customer]
  END
GO

Step 5. Add Custom report through Central Admin

Step 6.   After adding the report we can access it through the Workflow Reporting 





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