View All Requests

View all Requests in your organization.

View All Requests in Your Organization

The All Requests page displays all Requests in your organization regardless of whether you participated in them. Request information displays in tabular format.

Your user account or group membership must have the "Requests: View All Requests" permission to view the list of all Requests unless your user account has the Make this user a Super Admin setting selected.

See the Request permissions or ask your Administrator for assistance.

Follow these steps to view all Requests in your organization:

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

2. Do one of the following:

   • Click the Requests option from the top menu if it is not currently displayed. The My Requests page displays.

   • Click the Home breadcrumb iconif the Requests page is not currently displayed. The My Requests page displays.
3. Click the All Requests tab or click the All iconfrom the left sidebar. The All Requests page displays.

Below is an example of the All Requests page that displays all Requests. The Saved Search package is not installed in this example.

"All Requests" page displays all Requests in your organization

The All Requests page displays the following information in tabular format about all Requests:

• #: The # column displays the Request number associated with the Process. This number represents the sequential occurrence of that Process.

• Name: The Name column displays the Process name associated with the Request. Click the Process name to view the Request summary.

• Status: The Status column displays the status of the Request. The following are possible statuses:

  • In Progress: The Request is in-progress and is represented by theicon.
  • Completed: The Request is completed and is represented by theicon.
  • Canceled: The Request has been canceled and is represented by theicon. See Cancel a Request.
  • Error: An error occurred with the Request and is represented by theicon. View the Request summary to see the error.
• Participants: The Participants column displays each Request participant's avatar. Avatars in this column do not indicate the chronological order in which those users participated in that Request. Hover your cursor over a user's avatar to view that person's full name.

• Started: The Started column displays the date and time you made the Request. 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 Request was completed. If the Request is not completed, this field displays no value for that Request. 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

To view a Request summary, do one of the following:

• From the # column, click the Request number associated with the Process displaying in the Name column to view its summary. This number represents the sequential occurrence of that Process.

• Click the Open Request iconfor the Request to view its summary.

Search for a Request

Use Request data to search for Requests on this page based on the following criteria:

• Process: Search using one or more Process names associated with a Request.

• Status: Search using one or more of the following Request statuses:

  • In progress: Include Requests that are in progress as part of your search criteria.

  • Completed: Include Requests that are completed as part of your search criteria.

  • Error: Include Requests that are in error as part of your search criteria.

  • Canceled: Include Requests that have been canceled as part of your search criteria.

• Requester: Search using one or more users who started a Request.

• Participants: Search using one or more users participating in a Request.

You can do basic and advanced searches for Requests.

Save the Settings of a Search

If the Saved Searches package is installed, you may save search parameters and share them with other users and groups by clicking the Save Search button. See Create and Share a Saved Search.

If the Saved Searches package is not installed, the Save Search button is not available.

No Requests?

If there are no Requests 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.

Related Topics

pageWhat is a Request?pageStart a RequestpageCancel a RequestpageView Your Requests That You StartedpageView Requests That Are In ProgresspageView Completed RequestspageSearch for a RequestpageRequest CommentspageRequest Summary Descriptions by Status Type