View Requests

View the status of Requests you've started.

View Requests and Cases

The My Requests page displays all Requests you started. Request information displays in tabular format.

Follow these steps to view all Requests that you started:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Requests option from the top menu to view the My Requests page.

Following is an example of the My Requests page that displays Requests the logged on user has started.

"My Requests" page displays in-progress Requests in which you are participating

The My Requests page displays the following information in tabular format:

• Case #: The Case # column displays the Case number associated with the Process. This number represents the sequential occurrence of that Process. Click the Process name to view the Request summary.

• Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Case based on Request variable values for that Case. Process Managers specify which Request variables to reference from that Process's configuration.

• Process: The Process column displays the Process name associated with the Request.

• Task: The Task column displays the name of the in-progress and completed Tasks to date in that Request. Tasks display in this column from top to bottom in chronological order of assignment. The Task assignee may click on that Task to view it. Other users not assigned that Task receive a message that they are not authorized to view that content.

• Participants: The Participants column displays each Request participant's avatar and full name. Avatars display in this column from top to bottom the chronological order in which those users participated in that Request.

• Status: The Status column displays the status of the Request. It displays In Progress.

• Started: The Started column displays the date and time you started the Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Completed: The Completed column displays the date and time the Request was completed. If the Request is not completed, this field displays no value for that Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

View In-Progress Requests

View In-Progress Requests in Which You are Participating

The In Progress page displays in-progress Requests in which you are participating. You are a Request participant because you started that Request or have been assigned a Task in that Request. Request information displays in tabular format.

Follow these steps to view in-progress Requests in which you are participating:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Requests option from the top menu if the Requests page is not currently displayed. The My Requests page displays.

3. Click the In Progress tab or click the In Progress iconfrom the left sidebar. The In Progress page displays.

Below is an example of the In Progress page that displays in-progress Requests.

"Requests In Progress" page displays in-progress Requests in which all are participating

The Requests In Progress page displays the following information in tabular format about in-progress Requests:

• Case #: The Case # column displays the Case number associated with the Process. This number represents the sequential occurrence of that Process. Click the Process name to view the Request summary.

• Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Request based on Request variable values for that Request. Process Managers specify which Request variables to reference from that Process's configuration.

• Process: The Process column displays the Process name associated with the Request.

• Task: The Task column displays the name of the in-progress and completed Tasks to date in that Request. Task names display in this column from top to bottom in chronological order of assignment. The Task assignee may click on that Task to view it. Other users not assigned that Task receive a message that they are not authorized to view that content.

• Participants: The Participants column displays each Request participant's avatar and full name. Avatars display in this column from top to bottom the chronological order in which those users participated in that Request.

• Status: The Status column displays the status of the Request. It displays In Progress.

• Started: The Started column displays the date and time you made the Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Completed: The Completed column displays the date and time the Request was completed. Since Requests in this tab are in-progress, this column is empty.

View Completed Requests

View Completed Requests in Which You Participated

The Completed page displays completed Requests in which you participated. You were a Request participant because you started that Request or were assigned a Task in that Request. Request information displays in tabular format.

Follow these steps to view completed Requests in which you participated:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Requests option from the top menu if it is not currently displayed. The My Requests page displays.

3. Click the Completed tab or click the Completed iconfrom the left sidebar. The Completed page displays.

Below is an example of the Completed page that displays completed Requests.

"Completed Requests" page displays completed Requests in which all participated

The Completed page displays the following information in tabular format about completed Requests:

• Case #: The Case # column displays the Case number associated with the Process. This number represents the sequential occurrence of that Process. Click the Process name to view the Request summary.

• Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Request based on Request variable values for that Request. Process Managers specify which Request variables to reference from that Process's configuration.

• Process: The Process column displays the Process name associated with the Request.

• Task: The Task column displays the name of the in-progress and completed Tasks to date in that Request. Task names display in this column from top to bottom in chronological order of assignment. The Task assignee may click on that Task to view it. Other users not assigned that Task receive a message that they are not authorized to view that content.

• Participants: The Participants column displays each Request participant's avatar and full name. Avatars display in this column from top to bottom the chronological order in which those users participated in that Request.

• Status: The Status column displays the status of the Request. It displays Completed.

• Started: The Started column displays the date and time you made the Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Completed: The Completed column displays the date and time the Request was completed. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

View All Requests

View All Requests in Your Organization

The All Requests page displays all Requests in your organization regardless of whether you participated in them. Request information displays in tabular format.

Your user account or group membership must have the "Requests: View All Requests" permission to view the list of all Requests unless your user account has the Make this user a Super Admin setting selected.

See the Request permissions or ask your Administrator for assistance.

Follow these steps to view all Requests in your organization:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the Requests option from the top menu if it is not currently displayed. The My Requests page displays.

3. Click the All Requests tab or click the All iconfrom the left sidebar. The All Requests page displays.

Below is an example of the All Requests page that displays all in-progress Requests by default.

"All Requests" page displays all Requests in your organization

The All Requests page displays the following information in tabular format about all Requests:

• Case #: The Case # column displays the Case number associated with the Process. This number represents the sequential occurrence of that Process. Click the Process name to view the Request summary.

• Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Request based on Request variable values for that Request. Process Managers specify which Request variables to reference from that Process's configuration.

• Process: The Process column displays the Process name associated with the Request.

• Task: The Task column displays the name of the in-progress and completed Tasks to date in that Request. Task names display in this column from top to bottom in chronological order of assignment. The Task assignee may click on that Task to view it. Other users not assigned that Task receive a message that they are not authorized to view that content.

• Participants: The Participants column displays each Request participant's avatar and full name. Avatars display in this column from top to bottom the chronological order in which those users participated in that Request.

• Status: The Status column displays the status of the Request. The following are possible statuses:

  • In Progress: The Request is in-progress.

  • Completed: The Request is completed.

  • Canceled: The Request has been canceled. See Cancel a Request.

  • Error: An error occurred with the Request. View the Request summary to see the error.

• Started: The Started column displays the date and time you made the Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

• Completed: The Completed column displays the date and time the Request was completed. If the Request is not completed, this field displays no value for that Request. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.

Search for a Request

Use ProcessMaker Query Language (PMQL) to compose a search for Requests.

Basic Request searches also use PMQL, but basic searches provide a user interface. Configure a basic search, and then click the Advanced Search buttonto see the PMQL. This may help you learn how to use PMQL.

Follow these guidelines to do an advanced search for a Request using PMQL:

1. View one of the following Requests pages:

   • My Requests page. See View Your Requests That You Started.

   • In Progress page. See View Requests That Are In Progress.

   • Completed page. See View Completed Requests.

   • All Requests page. See View All Requests. (Note that your user account must have the Requests: View All Requests permission to view the All Requests page.)

2. Go to the search bar on the Requests page you are viewing.

   
3. In the PMQL setting next to the magnifying glass icon, enter your PMQL parameters that compose your advanced search. See Request Data Type PMQL Properties.

4. Press the Enter keyboard. If there is no search criteria in the PMQL setting when the Enter keyboard is clicked, all requests display.

5. Optionally, save and share the Request search by clicking the Save Search button. See Save and Share Request- and Task-Related Searches.

Save the Settings of a Search

You may save search parameters and share them with other users and groups by clicking the Save Search button. See Create and Share a Saved Search.

No Requests?

If there are no Requests in this tab, the following message displays: No Results.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Go to Home

Click the Home breadcrumb icon to go to the Request Participant Home Screen.