View Cases
View the status of Cases you've started.
View My Cases
The My Cases page displays all cases you have started. Follow these steps to view all cases:
Ensure that you are logged on to ProcessMaker Platform.
Click the Cases option from the top menu to view the My Cases page.
Following is an example of the My Cases page that displays cases the logged on user has started.
Cases that have not been viewed are highlighted in yellow.
The My Cases page displays the following information in tabular format:
Case #: The Case # column displays the Case number associated with the case. This number represents the sequential occurrence of that Process. Click the Process name to view the case summary.
Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Case based on the value of the Request variable selected in the Process's configuration.
Process: The Process column displays the Process name associated with the case.
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.
Alternative: The Alternative column displays the process design alternative (if any) applicable to the case.
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 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 case was completed. If the case is not completed, this field displays no value for that case. 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 In-Progress Cases in Which You are Participating
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. Case information displays in tabular format.
Follow these steps to view in-progress Cases in which you are participating:
Ensure that you are logged on to ProcessMaker Platform.
Click the Cases option from the top menu if the Cases page is not currently displayed. The My Cases page displays.
Cases that have not been viewed are highlighted in yellow.
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 summary.
Case Title: The Case Title column displays the title of the Case. The Case title may vary for each case based on Request variable values for that case. Process Managers specify which Request variables to reference from that Process's configuration.
Process: The Process column displays the Process name associated with the case.
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.
Alternative: The Alternative column displays the process design alternative applicable to the case.
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 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 case was completed. Since cases in this tab are in-progress, this column is empty.
Search for a Case
Use ProcessMaker Query Language (PMQL) to compose a search for cases.
Follow these guidelines to do an advanced search for a case using PMQL:
View one of the following cases pages:
My Cases page. See View Your Cases That You Started.
In Progress page. See View Cases That Are In Progress.
Completed page. See View Completed Cases.
All Cases page. See View All Cases. (Note that your user account must have the Requests: View All Requests permission to view the All Cases page.)
Go to the search bar on the Cases page you are viewing.
In the PMQL setting next to the magnifying glass icon, enter your PMQL parameters that compose your advanced search. See
RequestData Type PMQL Properties.Press the Enter keyboard. If there is no search criteria in the PMQL setting when the Enter keyboard is clicked, all cases display.
Save the Settings of a Search
No Cases?
If there are no cases 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.
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