Summary for Requests with Errors

Overview
Follow these steps to view a summary for a Request that has an error:
1.
Ensure that you are logged on to ProcessMaker.
2.
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.)
3.
Do one of the following:
From the # column in the Request page, click the Request number associated with the Process that you want to view. That Request's summary displays.
Click the Open Request icon
for a Request. That Request's summary displays.
Error Description
The Errors tab displays the description of the error for a selected Request if an error occurred. The Errors tab only displays if an error has occurred.
"Errors" tab displays information about a Request with an error (ProcessMaker enterprise edition)
The Errors tab displays the following summary in tabular format about Request errors:
Error: The Error column displays the error description. 
Time: The Time column displays how long ago the error occurred.
Element: The Element column displays to which element the error occurred within the Process associated with the Request.
Below the table, the history of the Request displays all Request actions to the time the error occurred. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
Tasks Assigned to Request Participants
The Tasks tab displays the summary for all assigned Tasks to Request participants to the time the error occurred.
"Tasks" tab for a Request with an error (ProcessMaker open-source edition)
The Tasks tab displays the following summary in tabular format about assigned Tasks to Request participants to the time the error occurred:
#: The # column displays the Task ID associated with its Process. Each time that Task is assigned to a Request participant, the ID for that Task increments by one.
Task: The Task column displays the name of each Task to be completed for the selected Request for all Request participants. If a Task is assigned to you, a hyperlink displays in the Task name.
Assigned: The Assigned column displays the username's avatar to whom the Task is assigned. Hover your cursor over a user's avatar to view that person's full name.
Due: The Due column displays the date the Task is due. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Below the table, the history of the Request displays all Request actions. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
No Assigned Tasks?
If there are no assigned Tasks for the selected Request, the following message displays: No Data Available.
Display Information the Way You Want It
​Control how tabular information displays, including how to sort columns or how many items display per page.
Values in the Request
The Summary tab displays the summary of information entered into the Request when a Request completes. However, because the Request is in progress, there are no Request values to display. The Summary tab displays the following message: This Request is currently in progress. This screen will be populated once the Request is completed.
"Summary" tab displays Request values after the Request completes (ProcessMaker enterprise edition)
Below this message, the history of the Request displays all Request actions. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
Completed Tasks Summary
The Completed tab displays the summary of all Tasks Request participants completed to the time the Request error occurred.
"Completed" tab for a Request with an error (ProcessMaker enterprise edition)
The Completed tab displays the following summary in tabular format about completed Tasks Request participants completed to the time the Request error occurred:
#: The # column displays the Task ID associated with its Process. Each time that Task is assigned to a Request participant, the ID for that Task increments by one.
Task: The Task column displays the name of each completed Task in the selected Request. 
Assigned: The Assigned column displays the username's avatar to whom the Task was assigned. Hover your cursor over a user's avatar to view that person's full name.
Due: The Due column displays the date the Task was due. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Below the table, the history of the Request displays all Request actions. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
There Are No Completed Tasks?
If the selected Request has no completed Tasks, the following message displays: No Data Available.
Display Information the Way You Want It
​Control how tabular information displays, including how to sort columns or how many items display per page.
Files Associated with the Request
Requests store files associated differently depending if the File Manager package is installed. See the following sections regarding how Requests store files:
​File Manager package is not installed: The Files tab displays Request files.
​File Manager package is installed: The File Manager tab displays Request files.
Files Tab
When the File Manager package is not installed, the Files tab displays the summary of all files associated with the Request to that time. The Files tab only displays in that Request summary if one of the following occurs:
At least one file has been uploaded to that Request.
A PDF Generator connector in that Request has automatically generated a PDF of a Display-type Screen. Note that to use the PDF Generator connector, the PDF Generator package must be installed.
"Files" tab for a Request with an error (File Manager package not installed)
The Files tab displays the following summary in tabular format about the files associated with the Request:
File Name: The File Name column displays the name of each file associated with the selected Request. Click the file name to download it to your local computer or network location. 
MIME Type: The MIME Type column displays the MIME type for the associated file.
Created At: The Created At column displays the date the file became associated with the selected Request. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Below the table, the history of the Request displays all Request actions to the time the Request error occurred. See Request History.
File Manager Tab
When the File Manager package is installed, the File Manager tab displays all files associated with the Request to that time.
"File Manager" tab for a Request's with an error (File Manager package installed)
The File Manager tab displays the following summary in tabular format about the files associated with the Request:
Name: The Name column displays the name of each file associated with the selected Request. Beside each file's name is its MIME type. 
Users: The Users column displays the avatar for the Request participant that uploaded each file associated with the selected Request. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. Hover your cursor over a user's avatar to view that person's full name.
Size: The Size column displays the size of each file associated with the selected Request.
Modified: The Modified column displays the date that was modified. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
View a Request Summary Associated with a File
Click the View icon
for the Request associated with the file to view its summary.
Download a File
Click the Download icon
for the file to download to your local computer.
Share a File
Follow these steps to share a file with one or more users:
1.
Click the Share icon
for the file to share. The Share screen displays.
 
2.
In the Share screen, enter with which user(s) to share this file.
3.
Click Save. The following message displays: Shared users successfully updated.. The user(s) with which the file is shared receives a notification of the shared file.
Files that have been shared with you are in File Manager's Shared With Me folder.
Below the table, the history of the Request displays all Request actions. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
Forms Associated with the Request
The Forms tab displays the Screen associated with each Task that each Request participant submitted in the time the Request error occurred. For example, if a Request participant entered information into a Screen, all Request participants can view the Request data that the Task assignee entered.
"Forms" tab for a Request with an error (ProcessMaker enterprise edition)
The Forms tab displays the following summary in tabular format about submitted Screens by Request participants to that time in the Request:
Screen: The Screen column displays the name of each submitted Screen in the selected Request.
Description: The Description column displays the description of each Screen.
View a ProcessMaker Screen and Its Submitted Request Data
To view a Screen and the Request data submitted by a Request participant, click the Details icon
. The submitted Screen displays.
 
Click the Details icon
again to hide the displayed Screen and its Request data.
Print the ProcessMaker Screen and its Submitted Request Data
To print a Screen and its Request data, click the Print icon
. A print preview displays in a new browser window from which you can select an accessible printer.
Below the table, the history of the Request displays all Request actions. See Request History.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history.
There Are No Forms?
If the selected Request has no Screens with submitted Request data, the following message displays: No Data Available.
Summary
Each Request that has an error displays a summary of the Request to the time of the error.
The following summary displays about a Request in which an error occurred:
Requested By: The Requested By field displays the avatar and full name of the person who started the selected Request. Hover your cursor over a user's avatar to view that person's full name.
Child Requests: The Child Requests field displays any child Requests associated with this Request, referred to as the parent Request when a child Request exists. A child Request is one from which this Request automatically started as designed in its associated Process. All child Requests have their own statuses since each routes independently of their parent Request. Click the link for any child Request to view the Request summary for that child Request. For example, a child Request represents a Sub Process. If there are no child Requests associated with this Request, the Child Requests field does not display. The status icon displays beside each child Request. See View Your Requests for descriptions of each status icon. Below is an example of a Child Request in a Request summary.
 
Parent Request: The Parent Request field displays the parent Request associated with this Request, referred to as the child Request when a parent Request exists. The parent Request is one that automatically started this Request as designed in its associated Process. The parent Request has its own status since it routes independently of its child Request(s). Click the link for the parent Request to view the Request summary for that Request. For example, a parent Request represents the main Process that started a Sub Process request. If there is no parent Request associated with this Request, the Parent Request field does not display. The status icon displays beside the parent Request. See View Your Requests for descriptions of each status icon. Below is an example of a parent Request in a Request summary.
 
Participants: The Participants displays each Request participant's avatar in the selected Request to the time of the error. Hover your cursor over a user's avatar to view that person's full name.
Request error date: The date and time in which the Request error occurred displays below the Participants field. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Follow these steps to manually complete a Request with an error:
1.
Click Complete. A message displays to confirm you want to cancel the Request.
 
2.
Click Confirm. The status for the selected Request changes from Error to Complete.
Request History and Comments
Below the tabular information summarizing the Request displays that Request's history: all Request actions to that time in chronological order. The oldest Request actions display at the top of the Request history.
Request history displays all actions in a Request (ProcessMaker enterprise edition)
The following information displays about each event in the Request history:
Request participant: The Request participant who performed the action is represented by his or her avatar. Hover your cursor over a user's avatar to view that person's full name. If the system performed an action by running a Script or other automated function, that action is represented by "S" avatar.
Date and time the action occurred: To the right of the Request participant displays the date and time the Request action occurred. The time zone setting to display the time is according to the ProcessMaker instance unless your user profile's Time zone setting is specified.
Description of the action: To the right of when the Request action occurred displays a description of that action. The system generates this action description.
Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icon
distinguishes comments from actions in the Request history. See Request Comments.
Related Topics
What is a Request?
View Your Requests That You Started
View Requests That Are In Progress
View Completed Requests
View All Requests
Summary for In-Progress Requests
Summary for Completed Requests
Summary for Canceled Requests
Request Comments
What is a Screen?
PDF Generator Connector

Summary for Canceled Requests

Next - Use ProcessMaker

Task Management

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Contents

Overview

Error Description

Tasks Assigned to Request Participants

Values in the Request

Completed Tasks Summary

Files Associated with the Request

Files Tab

File Manager Tab

Forms Associated with the Request

Summary

Request History and Comments