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.

   • Click the Open Request iconfor a Request. 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

"Forms" tab for a canceled Request's summary (ProcessMaker Platform Enterprise edition)

Completed

"Forms" tab for a completed Request's summary (ProcessMaker Platform Enterprise edition)

In-Progress

"Forms" tab for an in-progress Request's summary (ProcessMaker Platform Enterprise edition)

With Error(s)

"Forms" tab for a Request with an error (ProcessMaker Platform Enterprise edition)

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

To view a Screen and the Request data submitted by a Request participant, click the Details icon. The submitted Screen displays.

Click the Details iconagain to hide the displayed Screen and its Request data.

Print the Screen and its Submitted Request Data

To print a Screen and its Request data, click the Print icon. A print preview displays in a new browser window from which you can select an accessible printer.

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

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

Related Topics

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