Search for a Request

Search for any Request in which you started or have been a participant.

Overview

Do basic or advanced searches for Requests. To do basic or advanced searches for Requests, view one of the following Requests pages:

Use ProcessMaker Query Language (PMQL) for the most accurate means by which to locate specific Requests.

Basic Search for a Request

Use ProcessMaker Query Language (PMQL) for the most accurate means by which to locate specific Requests.

Follow these steps to do a basic search for a Request:

  1. View one of the Requests pages described in the Overview of this topic.

  2. Go to the search bar on the Requests page you are viewing.

  3. Use Request data to search for Requests based on the following criteria:

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

      • In progress: Include Requests that are in progress as part of your search criteria. Requests that are in progress are included by default when searching for Requests on the In Progress page.

      • Completed: Include Requests that are completed as part of your search criteria. Requests that are completed are included by default when searching for Requests on the Completed page.

      • 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.

  4. Click the Apply button to search for Requests based on your entered criteria. Otherwise, click Reset to clear all configured filter criteria.

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.

Super-Charge Search: Save Searches and Share Them With Others

See Saved Searches.

No Search Results?

If there are no search results, the following message displays: No Data Available.

Advanced Search for a Request

Use ProcessMaker Query Language (PMQL) to compose an advanced search for Requests.

Follow these guidelines to do an advanced search for a Request using PMQL:

  1. View one of the Requests pages described in the Overview of this topic.

  2. Go to the search bar on the Requests page you are viewing.

  3. In the PMQL setting next to the magnifying glass icon, enter your PMQL parameters that compose your advanced search. See Request Data Type PMQL Properties.

  4. Press the Enter keyboard. If there is no search criteria in the PMQL setting when the Enter keyboard is clicked, all requests display.

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.

Super-Charge Search: Save Searches and Share Them With Others

See Save and Share Request- and Task-Related Searches.

No Search Results?

If there are no search results, the following message displays: No Data Available.

pageWhat is a Request?pageStart a RequestpageCancel a RequestpageView Your Requests That You StartedpageView Requests That Are In ProgresspageView Completed RequestspageView All RequestspageSaved Searches PackagepageRequest CommentspageRequest Summary Descriptions by Status Type

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