Files Associated with the Request

View files associated with a Request.

Overview

Requests store files associated differently depending if the File Manager package is installed. See the following sections regarding how Requests store files:

• File Manager package is not installed: The Files tab displays Request files.

• File Manager package is installed: The File Manager tab displays Request files.

Follow these steps to view files associated with the Request:

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

2. View one of the following Requests pages:

   • My Requests, In Progress, or All Requests page if the request status is In Progress.

   • My Requests, Completed, or All Requests page if the request status is Completed.

   • My Requests, or All Requests page if the request status is Canceled.

   • My Requests, In Progress, Completed, or All Requests page if the request status is Error.

3. Do one of the following:

   • From the # column in the Request page, click the Request number associated with the Process that you want to view. That Request's summary displays.

   • Click the Open Request iconfor a Request. That Request's summary displays.
4. Click Files or File Manager tab. A table displays all files associated.

Files Tab

When the File Manager package is not installed, the Files tab displays all files associated with the Request to that time. The Files tab only displays in that Request summary if one of the following occurs:

• At least one file has been uploaded to that Request.

• A PDF Generator connector in that Request has automatically generated a PDF of a Display-type Screen. Note that to use the PDF Generator connector, the PDF Generator package must be installed.

"Files" tab for an in-progress Request's summary (File Manager package not installed)

The Files tab displays the following summary in tabular format about the files associated with the Request:

• File Name: The File Name column displays the name of each file associated with the selected Request. Click the file name to download it to your local computer or network location.

• MIME Type: The MIME Type column displays the MIME type for the associated file.

• Created At: The Created At column displays the date the file became associated with the selected Request. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. 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.

Below the table see the following:

• The history of the Request displays all Request actions. See Request History.

• Task comments that participants posted to that Request display in chronological order within that Request's history.

File Manager Tab

When the File Manager package is installed, the File Manager tab displays all files associated with the Request to that time.

"File Manager" tab for an in-progress Request's summary (File Manager package installed)

The File Manager tab displays the following summary in tabular format about the files associated with the Request:

• Name: The Name column displays the name of each file associated with the selected Request. Beside each file's name is its MIME type.

• Users: The Users column displays the avatar for the Request participant that uploaded each file associated with the selected Request. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. Hover your cursor over a user's avatar to view that person's full name.

• Size: The Size column displays the size of each file associated with the selected Request.

• Modified: The Modified column displays the date that was modified. The file became associated with the Request when the person who attached it submitted the Screen to which the file was uploaded. 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 Associated with a File

Click the View iconfor the Request associated with the file to view its summary.

Download a File

Click the Download iconfor the file to download to your local computer.

Share a File

Follow these steps to share a file with one or more users:

1. Click the Share iconfor the file to share. The Share screen displays.
2. In the Share screen, enter with which user(s) to share this file.

3. Click Save. The following message displays: Shared users successfully updated.. The user(s) with which the file is shared receives a notification of the shared file.

Files that have been shared with you are in File Manager's Shared With Me folder.

Below the table see the following:

• The history of the Request displays all Request actions. See Request History.

• Task comments that participants posted to that Request display in chronological order within that Request's history.

Related Topics

pageTasks Assigned to Request ParticipantspageTrack Your RequestspageError DescriptionpageValues in the RequestpageEditable Request DatapageCompleted Tasks SummarypageForms Associated with the RequestpageSummarypageRequest HistorypageWhat is a Request?