--- title: "View Cases" slug: "view-cases" updated: 2024-12-23T14:36:41Z published: 2024-12-23T14:36:41Z canonical: "docs.processmaker.com/view-cases" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # View Cases Centralized and streamlined case management with a unified interface that provides a comprehensive view of all your cases. This organized layout allows for efficient handling of cases, requests, and tasks within a single, structured platform. - View essential details such as case number, title, associated processes, recipient, dates, and status in one place. - The **Process** column clearly shows when a case has multiple requests. - Filter and sort columns to organize and prioritize information as needed. - Easily access and manage any requests associated with a case. - Quickly search for specific cases using the search functionality. This interface ensures seamless navigation and improved productivity by keeping all relevant case information at your fingertips. > [!NOTE] > What’s new in Winter 2025 > > - Easier navigation and access to cases, with real-time counters for case status. > - Case information now includes a dedicated **Requests** tab for improved tracking and organization. > - Simplified view of case details, requests, and related processes. > - Conveniently access cases and their related requests in a single location, clearly indicating when multiple requests are associated with one case. --- ## View All Cases The **My Cases** page displays all the cases you have started. Follow these steps to view all your cases: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Cases** option from the top menu to view the **My Cases** page. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/My Cases(1).png) ****Columns in the My Cases list**** The **My Cases** page displays the following information in tabular format: - **Case #:** The **Case #** column displays the [Case](/v1/docs/requests-and-cases#what-is-a-case) number associated with the Process. This number represents the sequential occurrence of that Process. Click the case number to [view the case](/v1/docs/fall-2024-view-cases#view-a-case). - **Case Title:** The **Case Title** column displays the title of the Case, which displays the process name by default. The Case title may vary for each Case based on case variable values for that Case. Process Managers specify which Request variables to reference from that [Process's configuration](/v1/docs/configure-general-process-settings). - **Process:** The **Process** column displays the parent Process name associated with the case. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Task Dots.png) icon to view the available workflow routings in the process. - **Task:** The **Task** column displays the name of the in-progress and completed Tasks to date in that case. 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 case 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 case. - **Status:** The **Status** column displays the status of the case. It displays **In Progress**. - **Started:** The **Started** column displays the date and time you started the case. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. - **Completed:** The **Completed** column displays the date and time the case was completed. If the case is not completed, this field displays no value for that case. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. --- ## Open a Case Access a comprehensive view of all case details, including all associated requests, when the process involves alternative workflows. Follow these guidelines to open a case: 1. From the cases list, click the **Case #** or the **Case Title** for the selected case to view it. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Case Opened.png) > [!NOTE] > The **Details** and **Comments** menu panel on the right can be collapsed using the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/afd999e7-2364-4289-945b-9d3193120a85.png) icon, providing more space to view processes. This setting is remembered for each user session. Watch the following product tour to learn how to view details of a case. [Embedded content](https://demos.processmaker.com/embed/cm3x399c2257z3vukb2y4zf2q) --- ## View In-Progress Cases The **In Progress** page displays in-progress cases in which you are participating. You are a case participant because you started that case or have been assigned a Task in that case. Follow these steps to view your in-progress cases: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Cases** option from the top menu. 3. Click the **In Progress** tab or click the **In Progress** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/In Progress Icon.png) from the left sidebar to view all in-progress cases. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/In Progress Cases.png) ****Columns in the In-Progress list**** The **In Progress** page displays the following information in tabular format about in-progress cases: - **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 case](/v1/docs/fall-2024-view-cases#view-a-case). - **Case Title:** The **Case Title** column displays the title of the Case, which displays the process name by default. The Case title may vary for each case based on case variable values for that case. Process Managers specify which Request variables to reference from that [Process's configuration](/v1/docs/configure-general-process-settings). - **Process:** The **Process** column displays the parent Process name associated with the case. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Task Dots.png) icon to view the available workflow routings in the process. - **Task:** The **Task** column displays the name of the in-progress and completed Tasks to date in that case. 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 case 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 case. - **Status:** The **Status** column displays the status of the case. It displays **In Progress**. - **Started:** The **Started** column displays the date and time you made the case. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. - **Completed:** The **Completed** column displays the date and time the case was completed. Since case in this tab are in-progress, this column is empty. --- ## View Completed Cases The **Completed** page displays completed cases in which you participated. You were a case participant because you started that case or were assigned a Task in that case. Follow these steps to view completed cases in which you participated: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Cases** option from the top menu. 3. Click the **Completed** tab or click the **Completed** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Completed Cases Icon.png) from the left sidebar to view all completed cases. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Completed Cases.png) ****Columns in the Completed list**** The **Completed** page displays the following information in tabular format about completed cases: - **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 case](/v1/docs/fall-2024-view-cases#view-a-case). - **Case Title:** The **Case Title** column displays the title of the Case, which displays the process name by default. The Case title may vary for each case based on case variable values for that case. Process Managers specify which Request variables to reference from that [Process's configuration](/v1/docs/configure-general-process-settings). - **Process:** The **Process** column displays the parent Process name associated with the case. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Task Dots.png) icon to view the available workflow routings in the process. - **Task:** The **Task** column displays the name of the in-progress and completed Tasks to date in that case. 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 case 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 case. - **Status:** The **Status** column displays the status of the case. It displays **In Progress**. - **Started:** The **Started** column displays the date and time you made the case. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. - **Completed:** The **Completed** column displays the date and time the case was completed. Since case in this tab are in-progress, this column is empty. --- ## View All Cases in Your Organization The **All Cases** page displays all cases in your organization regardless of whether you participated in them if you have the following permissions granted. **Permissions** Your user account or group membership must have the "Requests: View All Cases" permission to view the list of all Requests unless your user account has the **Make this user a Super Admin** setting selected. See the [Cases and Requests permissions](/v1/docs/permission-descriptions-for-users-and-groups#requests) or ask your Administrator for assistance. Follow these steps to view all requests in your organization: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Cases** option from the top menu. 3. Click the **All Cases** tab or click the **All Cases** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/All Cases Icon.png) from the left sidebar to view all cases. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/All Cases.png) ****Columns in the All Cases list**** The **All Cases** page displays the following information in tabular format about all cases: - **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 case](/v1/docs/fall-2024-view-cases#view-a-case). - **Case Title:** The **Case Title** column displays the title of the Case, which displays the process name by default. The Case title may vary for each case based on case variable values for that case. Process Managers specify which Request variables to reference from that [Process's configuration](/v1/docs/configure-general-process-settings). - **Process:** The **Process** column displays the parent Process name associated with the case. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Task Dots.png) icon to view the available workflow routings in the process. - **Task:** The **Task** column displays the name of the in-progress and completed Tasks to date in that case. 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 case 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 case. - **Status:** The **Status** column displays the status of the case. The following are possible statuses: - **In Progress:** The case is in-progress. - **Completed:** The case is completed. - **Canceled:** The case has been canceled. See ~~Cancel a Case~~. - **Error:** An error occurred with the Case. ~~View the case summary~~ to see the error. - **Started:** The **Started** column displays the date and time you made the case. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. - **Completed:** The **Completed** column displays the date and time the case was completed. Since case in this tab are in-progress, this column is empty. The timezone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. --- ## Search for a Case Search for cases through the **Case #** and the **Case Title** columns. Follow these guidelines to do a search for a case: 1. View one of the following pages: - **My Cases** page. See [View Your Cases That You Started](/v1/docs/view-requests#view-your-requests). - **In Progress** page. See [View Cases That Are In Progress](/v1/docs/view-requests#view-in-progress-requests). - **Completed** page. See [View Your Completed Cases](/v1/docs/view-requests#view-completed-requests). - **All Cases** page. See [View All Cases](/v1/docs/view-requests#view-all-requests). (Note that your user account must have the [**Requests: View All Requests permission**](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) to view the **All Cases** page.) 2. Go to the search bar at the top of the page and enter the **Case #** or **Case Title**.![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Search Case.png) 3. Press the **Enter** key to filter matching results. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Searching Cases.png) > [!NOTE] > No Cases? > > If there is no search criteria, all cases display. > > Go to Home > > Click the Home breadcrumb trail icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ece32b03-fbd8-475a-9e7c-c7dcb7cd6e7b.png) to go to the [Participant Home Screen](/v1/docs/participant-welcome-screen). --- ##