Summary for In-Progress Requests

Learn what information displays in summaries for in-progress Requests.

Overview

Follow these steps to view a summary for an in-progress Request:

Ensure that you are logged on to ProcessMaker Platform.
View one of the following Requests pages:
- My Requests page. See View Your Requests That You Started.
- In Progress page. See View Requests That Are In Progress.
- All Requests page. See View All Requests. (Note that your user account must have the Requests: View All Requests permission to view the All Requests page.)
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.

Tasks Assigned to Request Participants

The Tasks tab displays the summary for all assigned Tasks to the Request participants to that time.

The Tasks tab displays the following summary in tabular format about assigned Tasks to Request participants to that time:

#: The # column displays the Task ID associated with its Process. Each time that Task is assigned to a Request participant, the ID for that Task increments by one.
Task: The Task column displays the name of each Task to be completed for the selected Request for all Request participants. If a Task is assigned to you, a hyperlink displays in the Task name.
Assigned: The Assigned column displays the username's avatar to whom the Task is assigned. Hover your cursor over a user's avatar to view that person's full name.
Due: The Due column displays the date the Task is due. 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, the history of the Request displays all Request actions. See Request History.

Depending on if the Comments package is installed and commenting functions are allowed in that Process's Requests, comments that Request participants posted to that Request display in chronological order within that Request's history. The comment icondistinguishes comments from actions in the Request history.

No Assigned Tasks?

If there are no assigned Tasks for the selected Request, the following message displays: No Data Available.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Values in the Request

The Summary tab displays the summary of information entered and accumulated into the Request when a Request completes. However, because the Request is in progress, there are no Request values to display. Instead, the Summary tab displays the following message: This Request is currently in progress. This screen will be populated once the Request is completed.

Below this message, the history of the Request displays all Request actions. See Request History.

Completed Tasks Summary

The Completed tab displays the summary of all Tasks Request participants completed to that time.

The Completed tab displays the following summary in tabular format about completed Tasks participants completed to that time in the Request:

#: The # column displays the Task ID associated with its Process. Each time that Task is assigned to a Request participant, the ID for that Task increments by one.
Task: The Task column displays the name of each completed Task in the selected Request.
Assigned: The Assigned column displays the username's avatar to whom the Task was assigned. Hover your cursor over a user's avatar to view that person's full name.
Due: The Due column displays the date the Task was due. 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, the history of the Request displays all Request actions. See Request History.

There Are No Completed Tasks?

If the selected Request has no completed Tasks, the following message displays: No Data Available.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Files Associated with the Request

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.

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.

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, the history of the Request displays all Request actions. See Request 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.

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.

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

Click the Share iconfor the file to share. The Share screen displays.
In the Share screen, enter with which user(s) to share this file.
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, the history of the Request displays all Request actions. See Request History.

Forms Associated with the Request

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.

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 table, the history of the Request displays all Request actions. See Request History.

There Are No Forms?

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

Summary

Each in-progress Request displays a summary of the Request to that time.

The following summary displays about an in-progress Request:

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.
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.
Child Requests: The Child Requests field displays any child Requests associated with this Request, referred to as the parent Request when a child Request exists. A child Request is one from which this Request automatically started as designed in its associated Process. All child Requests have their own statuses since each routes independently of their parent Request. Click the link for any child Request to view the Request summary for that child Request. For example, a child Request represents a Sub Process. If there are no child Requests associated with this Request, the Child Requests field does not display. The status icon displays beside each child Request. See View Your Requests for descriptions of each status icon.
Parent Request: The Parent Request field displays the parent Request associated with this Request, referred to as the child Request when a parent Request exists. The parent Request is one that automatically started this Request as designed in its associated Process. The parent Request has its own status since it routes independently of its child Request(s). Click the link for the parent Request to view the Request summary for that Request. For example, a parent Request represents the main Process that started a Sub Process Request. If there is no parent Request associated with this Request, the Parent Request field does not display. The status icon displays beside the parent Request. See View Your Requests for descriptions of each status icon. Below is an example of a parent Request in a Request summary.
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.
Request creation date: The date and time the Request was created displays below the Participants field. 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.

Request History and Comments

Below the tabular information summarizing the Request displays that Request's history: all Request actions to that time in chronological order. The oldest Request actions display at the top of the Request history.

The following information displays about each action in the Request history:

Request participant: The Request participant who performed the action is represented by his or her avatar. Hover your cursor over a user's avatar to view that person's full name. If the system performed an action by running a Script or other automated function, that action is represented by "S" avatar.
Date and time the action occurred: To the right of the Request participant displays the date and time the Request action occurred. 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.
Description of the action: To the right of when the Request action occurred displays a description of that action. The system generates this action description.