Forms Associated with the Request

View the Screens associated with each Task in a Request.

Overview

The Forms tab displays the Screen associated with each Task that each Request participant submitted in the Request to that time. For example, if a Request participant entered information into a Screen, all Request participants can view the Request data that the Task assignee entered.

Follow these steps to view forms 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.
4. Click the Forms tab. A table displays all submitted Screens to that moment

Forms Associated with the Request

Click a tab below to view the Forms tab for each status type. Tabs for each status type display in alphabetical order.

Canceled

Completed

In-Progress

With Error(s)

The Forms tab displays the following summary in tabular format about submitted Screens by Request participants to that time in the Request:

• Screen: The Screen column displays the name of each submitted Screen in the selected Request.

• Description: The Description column displays the description of each Screen.

View a Screen and Its Submitted Request Data

Print the Screen and its Submitted Request Data

Below the Forms panel 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.

There Are No Forms?

If the selected Request has no Screens with submitted Request data, the following message displays: No Data Available.

Related Topics

Tasks Assigned to Request ParticipantsTrack Your RequestsError DescriptionValues in the RequestEditable Request DataCompleted Tasks SummaryFiles Associated with the RequestSummaryRequest HistoryWhat is a Request?

Related Topics

Tasks Assigned to Request ParticipantsTrack Your RequestsError DescriptionValues in the RequestEditable Request DataCompleted Tasks SummaryFiles Associated with the RequestForms Associated with the RequestSummaryRequest HistoryWhat is a Request?