Request Details

View a Request's details.

Overview

Details of a request display the current status of the case, names of case participants, and the option to cancel or rollback a request. Follow these steps to view Request details:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Cases option from the top menu to see cases.

  3. From the cards on top, click My Cases, In Progress, Completed, or All Cases card.

  4. Click the Case # or Case Title column link to view tasks for the case.

Details

The Details tab displays information depending on the status of the status.

In-Progress Case Detail

The following detail displays about an in-progress Request:

  • Cancel Request: The Cancel Request field allows a Request participant or ProcessMaker Platform Administrator to cancel the Request if that Request participant's user account has the appropriate permission to cancel Requests for that Process. If your user account does not have the permission(s) to cancel Requests for that Process, the Cancel Request field does not display. See Cancel a Request.

  • Participants: The Participants field displays each Request participant's avatar in the selected Request to that time. Hover your cursor over a user's avatar to view that person's full name.

  • In Progress Since: The In Progress Since field displays the date and time the case was created. 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.

  • Process: The Process field displays the process name for the request. Click the Open Process Launchpad link to view the process in the Process Launchpad.

  • 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.

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