Details of a case display the current status of the case, names of case participants, and the option to cancel or rollback a case. Follow these steps to view case details:
Ensure that you are logged on to ProcessMaker Platform.
Click the cases option from the top menu to see cases.
From the cards on top, click My cases, In Progress, Completed, or All cases card.
Click the Case # or Case Title column link to view tasks for the case.
Use the open menu icon
to open the collapsible panel on the right. You can find the case's details under the Details tab.
Details
The Details tab displays information depending on the status of the cases.
In-Progress Case Detail
The following detail displays about an in-progress case:
Cancel case: The Cancel case field allows a case participant or ProcessMaker Platform Administrator to cancel the case if that case participant's user account has the appropriate permission to cancel cases for that Process. If your user account does not have the permission(s) to cancel cases for that Process, the Cancel case field does not display. See Cancel a case.
Participants: The Participants field displays each case participant's avatar in the selected case to that time. Hover your cursor over a user's avatar to view that person's full name.
Child Request: The Child Request field displays any child requests associated with this case. All child requests have their own statuses since each routes independently of their parent case. Click the link for any child request to view its details.
Parent case: The Parent case field displays the parent case associated with this case. The parent case is one that automatically started this case as designed in its associated Process. Click the link for the parent case to view the case details. For example, a parent case represents the main Process that started a Sub Process case. If there is no parent case associated with this case, the Parent case field does not display. The status icon displays beside the parent case. See View Your cases for descriptions of each status icon. Below is an example of a parent case in a case detail.
case creation date: The date and time the case was created displays below the Participants field. 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.
Started By: The Started By field displays the avatar and full name of the person who started the selected case. Hover your cursor over a user's avatar to view that person's full name.
Completed Case Detail
The following detail displays a completed case:
Participants: The Participants field displays each case participant's avatar in the selected case. Hover your cursor over a user's avatar to view that person's full name.
Child Request: The Child Request field displays any child requests associated with this case. All child requests have their own statuses since each routes independently of their parent case. Click the link for any child request to view its details.
Parent case: The Parent case field displays the parent case associated with this case. The parent case is one that automatically started this case as designed in its associated Process. Click the link for the parent case to view the case details. For example, a parent case represents the main Process that started a Sub Process case. If there is no parent case associated with this case, the Parent case field does not display. The status icon displays beside the parent case. See View Your cases for descriptions of each status icon. Below is an example of a parent case in a case detail.
Case completion date: The date and time the case was completed displays below the Participants field. 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.
Started By: The Started By field displays the avatar and full name of the person who started the selected case. Hover your cursor over a user's avatar to view that person's full name.
Canceled Case Detail
The following detail displays about a canceled case:
Participants: The Participants field displays each case participant's avatar in the selected case to the time the case was canceled. Hover your cursor over a user's avatar to view that person's full name.
Child Request: The Child Request field displays any child requests associated with this case. All child requests have their own statuses since each routes independently of their parent case. Click the link for any child request to view its details.
Parent case: The Parent case field displays the parent case associated with this case. The parent case is one that automatically started this case as designed in its associated Process. Click the link for the parent case to view the case details. For example, a parent case represents the main Process that started a Sub Process case. If there is no parent case associated with this case, the Parent case field does not display. The status icon displays beside the parent case. See View Your cases for descriptions of each status icon. Below is an example of a parent case in a case detail.
case cancellation date: The date and time the case was canceled displays below the Participants field. 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.
Started By: The Started By field displays the avatar and full name of the person who started the selected case. Hover your cursor over a user's avatar to view that person's full name.
Case Detail With Errors
The following detail displays about a case in which an error occurred:
Participants: The Participants displays each case participant's avatar in the selected case to the time of the error. Hover your cursor over a user's avatar to view that person's full name.
Child Request: The Child Request field displays any child requests associated with this case. All child requests have their own statuses since each routes independently of their parent case. Click the link for any child request to view its details.
Parent case: The Parent case field displays the parent case associated with this case. The parent case is one that automatically started this case as designed in its associated Process. Click the link for the parent case to view the case details. For example, a parent case represents the main Process that started a Sub Process case. If there is no parent case associated with this case, the Parent case field does not display. The status icon displays beside the parent case. See View Your cases for descriptions of each status icon. Below is an example of a parent case in a case detail.
Case error date: The date and time in which the case error occurred displays below the Participants field. 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.
Started By: The Started By field displays the avatar and full name of the person who started the selected case. Hover your cursor over a user's avatar to view that person's full name.
A case detail with errors has the following actions:
Manually Complete a case with an Error
Follow these steps to manually complete a case with an error:
Locate the Complete field.
Click Complete. A message displays to confirm you want to complete the case.
Click Confirm. The status for the selected case changes from Error to Complete.
Rollback a case that Has an Error
A user may rollback to return to a previously completed Task when an error has occurred in that case. The Process Manager receives both an in-application and email notification that the case is in-error. Rolling the case back places its status as in-progress instead of in error so that the Process Manager may properly route that case.
A case may be rolled back in the following circumstances:
That user attempting to rollback that case is a Process Manager.
The Script Task or Data Connector object that has an error is preceded by a Form Task element during that case's workflow routing.
The Script Task or Data Connector object that has an error has a subsequent Form Task element.
That case is in an ERROR state.
If a case with an error does not meet these conditions, the button to rollback that case is not available.
Follow these steps to rollback a case that has an error:
Locate the Rollback case field.
Click Rollback. The Caution screen displays to confirm rollbacking the case that is in an ERROR state.
Click Confirm. ProcessMaker Platform rolls back to the previously completed Task.
Fix the error in the affecting Script Task or Data Connector object.
Continue that case's workflow as normal.
Retry a case That Has an Error
A user may attempt to resume a case that has a Script Task failed in the following circumstances:
That user attempting to retry that case must have the Make this user a Super Admin option enabled on that user account.
The case that has an error is not a child case to a parent case.
That case is in an ERROR state.
The error in the case is caused by one or more Script Tasks which is in an ACTIVE, ERROR, or FAILING state.
The case does not have any other Tasks that are in ACTIVE, ERROR, or FAILING states.
If a case with an error does not meet these conditions, the button to retry that case is not available.
Retrying the case only attempts to retry the affected Script Task(s) which are in an ACTIVE, ERROR, or FAILING state. If the error for a case under these circumstances is resolved when retrying that case, the case resumes. Its status becomes in-progress. Workflow routes that were in progress prior to the error resume.
If the error for that case is not resolved, the case immediately errors again.
Follow these steps to retry a case that has an error:
Locate the Retry case field.
Click Retry. The Caution screen displays to confirm retrying the case that is in an ERROR state.
Click Confirm. ProcessMaker Platform tries to resume that case.