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View All Requests

View all Requests in your organization.

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. 1.
    Ensure that you are logged on to ProcessMaker Platform.
  2. 2.
    Click the Requests option from the top menu if it is not currently displayed. The My Requests page displays.
  3. 3.
    Click the All Requests tab or click the All icon
    from the left sidebar. The All Requests page displays.
Below is an example of the All Requests page that displays all Requests. The Saved Search package is not installed in this example.
"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 avatarand 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.

View a Request Summary

To view a Request summary from the Case # or Case Title column, click the link associated with the Process displaying in the Name column to view its summary. This number represents the sequential occurrence of that Process.

Search for a Request

Use Request data to search for Requests on this page based on the following criteria:
  • Process: Search using one or more Process names associated with a Request.
  • Status: Search using one or more of the following Request statuses:
    • In progress: Include Requests that are in progress as part of your search criteria.
    • Completed: Include Requests that are completed as part of your search criteria.
    • Error: Include Requests that are in error as part of your search criteria.
    • Canceled: Include Requests that have been canceled as part of your search criteria.
  • Requester: Search using one or more users who started a Request.
  • Participants: Search using one or more users participating in a Request.
You can do basic and advanced searches for Requests.
If the Saved Searches package is installed, 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.
If the Saved Searches package is not installed, the Save Search button is not available.

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.
Last modified 1mo ago
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