Case Counter
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Users now have the ability to track cases, enhancing the analysis of business processes. A case is created each time a user starts a process and can have one or more requests. It serves as a logical grouping for related requests within a workflow. For simple processes, one case will consist of just one request. Complex processes built with additional components, such as sub-processes, may generate additional requests for the same case.
This feature enables a more comprehensive understanding of process analytics, especially in complex workflows with sub-processes or additional elements.
Request Initialization: When a user initiates a request, the system checks if it has an existing case number. If a case number exists, the request associates with that case.
Case Assignment: Requests initiated without a case number are automatically assigned one. This case number is propagated to subsequent requests during the execution of the process. A new case is created for any request that was not generated by another request.
Sub-Requests: If a request triggers additional requests through subprocesses, data connectors, PM Blocks, or signals to related processes, they will inherit the original case number. This prevents the case counter from counting them separately, as they are logically part of the same workflow.
A case may be started in any of the following ways:
Using the +Case button.
Using the "Start This Process" button from a Process Launchpad.
Using a Start Timer Event element or a Conditional Start Event element.
Using a web entry link
However, a case is not created for the following events:
A new case is not generated for a sub-process started from a parent request.
A new case is not generated for a request initiated from a data connector or PM Block triggered from a parent request.
A new case is not generated for any request initiated from a signal start event triggered by another process.
Watch the following product tour to learn how to start and manage a case.
The Case Counter chart is available in the Analytics Dashboard and automatically counts and tracks cases for processes in your organization.
ProcessMaker Documentation: Find detailed product information.
ProcessMaker University: Enroll in ProcessMaker University to become a Certified Process Designer.