Learn what information displays in a Request summary based on its status type.
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Learn what information displays in summaries for in-progress Requests.
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.
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.
If there are no assigned Tasks for the selected Request, the following message displays: No Data Available.
Control how tabular information displays, including how to sort columns or how many items display per page.
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.
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.
If the selected Request has no completed Tasks, the following message displays: No Data Available.
Control how tabular information displays, including how to sort columns or how many items display per page.
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.
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.
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.
Follow these steps to share a file with one or more users:
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.
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.
Below the table, the history of the Request displays all Request actions. See Request History.
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.
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.
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.
Learn what information displays in summaries for completed Requests.
View one of the following Requests pages:
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.
When the Summary tab displays the JSON-formatted key-value pairs from the completed Request data, the following information displays:
Value: The Value column displays that key's value as entered by a person manually interacting with a form. For example, use a Rich Text control to enter your name could have the value John Doe
which would display in the Value column here.
Your user account or group membership must have the "Requests: Edit Request Data" permission to edit Request data unless your user account has the Make this user a Super Admin setting selected.
The Data tab displays the data from a completed Request in JSON format. The Data column only displays when that Request is completed.
Follow these steps to edit and save the completed Request data from those values that were submitted in the Request:
View the Data tab. Note that the Data tab does not display until the Request is completed.
From the editable JSON setting, change the values that were submitted during the Request to those that you want.
Click Save. The following message displays when the Request values are changed: Request data successfully updated.
The Completed tab displays the summary of all assigned Tasks to Request participants for the selected completed Request.
The Completed tab displays the following summary in tabular format about assigned Tasks to Request participants for the completed Requests:
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.
At least one file has been uploaded to that Request.
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.
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.
Size: The Size column displays the size of each file associated with the selected Request.
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.
Each completed Request displays a summary of the Request.
The following summary displays about a completed 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.
Participants: The Participants field displays each Request participant's avatar in the selected Request. Hover your cursor over a user's avatar to view that person's full name.
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 event 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.
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.
Click the Open Request iconfor a Request. That Request's summary displays.
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.
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.
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.
Click the View iconfor the Request associated with the file to view its summary.
Click the Download iconfor the file to download to your local computer.
Click the Share iconfor the file to share. The Share screen displays.
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.
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.
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.
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.
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.
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. See Request Comments.
Follow these steps to view a summary for a completed :
Ensure that you are to ProcessMaker Platform.
My Requests page. See .
Completed page. See .
All Requests page. See . (Note that your user account must have the to view the All Requests page.)
Click the Open Request iconfor a Request. That Request's summary displays.
The Summary tab displays the summary of information entered into and accumulated into the completed Request. The Summary tab may display values in the Request in the following ways:
By default, completed displays in JSON format key-value pairs in tabular format that represent Screen control data.
Configure a -type Screen that summarizes specific information from the completed Request. See .
Key: The Key column displays the JSON key name that represents the Screen control name the Request participant entered data. For example, use a control to enter your company's name that has a setting value of companyName
which would display in the Key column here.
Below the table, the history of the Request displays all Request actions. See .
Depending on if the is installed and , 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.
See the permissions or ask your Administrator for assistance.
Below the editable JSON setting, the history of the Request displays all Request actions. See .
Depending on if the is installed and , 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.
#: The # column displays the Task ID associated with its . Each time that Task is assigned to a Request participant, the ID for that Task increments by one.
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 Time zone setting is specified.
Below the table, the history of the Request displays all Request actions. See .
Depending on if the is installed and , 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.
, including how to sort columns or how many items display per page.
Requests store files associated differently depending if the is installed. See the following sections regarding how Requests store files:
: The Files tab displays Request files.
: The File Manager tab displays Request files.
When the is not installed, the Files tab displays the summary of all files associated with the Request to that time. The Files tab only displays in that Request summary if one of the following occurs:
A in that Request has automatically generated a PDF of a -type . Note that to use the PDF Generator connector, the must be installed.
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 to which the file was uploaded. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your Time zone setting is specified.
Below the table, the history of the Request displays all Request actions. See .
When the is installed, the File Manager tab displays all files associated with the Request to that time.
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 to which the file was uploaded. Hover your cursor over a user's avatar to view that person's full name.
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 to which the file was uploaded. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your Time zone setting is specified.
Click the View iconfor the Request associated with the file to view its summary.
Click the Download iconfor the file to download to your local computer.
Click the Share iconfor the file to share. The Share screen displays.
Click Save. The following message displays: Shared users successfully updated.. The user(s) with which the file is shared receives a of the shared file.
Files that have been shared with you are in .
Below the table, the history of the Request displays all Request actions. See .
Depending on if the is installed and , 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.
The Forms tab displays the 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.
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.
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 .
Depending on if the is installed and , 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.
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 . 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 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 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 for descriptions of each status icon. Below is an example of a parent Request in a Request summary.
Request completion date: The date and time the Request was completed displays below the Participants field. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your Time zone setting is specified.
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 Time zone setting is specified.
Depending on if the is installed and , 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. See .
Learn what information displays in summaries for canceled Requests.
Follow these steps to view a summary for a canceled 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.
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.
The Summary tab displays the summary of information entered into Screens and accumulated into the Request to the time of its cancellation.
The Summary tab displays the JSON-formatted key/value pairs in tabular format that represent Screen control data. Information is displayed:
Key: The Key column displays the JSON key name that represents the Screen control name the Request participant entered data. For example, a Rich Text control to enter your company's name could have a Variable Name setting value of companyName
which would display in the Key column here.
Value: The Value column displays that key's value as entered by a person manually interacting with a form. For example, a Text control to enter your name could have the value John Doe
which would display in the Value column here.
Below the Summary tab, the history of the Request displays all Request actions. See Request History.
The Completed tab displays the summary of all Tasks Request participants completed to the time the selected Request was canceled.
The Completed tab displays the following summary in tabular format about completed Tasks Request participants completed to the time the Request was canceled:
#: 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 instance unless your user profile's Time zone setting is specified.
Below the table, the history of the Request displays all Request actions to the time the selected Request was canceled. See Request History.
If the selected Request has no completed Tasks, the following message displays: No Data Available.
Control how tabular information displays, including how to sort columns or how many items display per page.
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.
When the File Manager package is not installed, the Files tab displays the summary of 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 to the time the selected Request was canceled. See Request History.
When the File Manager package is installed, Request summaries 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.
Follow these steps to share a file with one or more users:
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.
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.
Below the table, the history of the Request displays all Request actions. See Request History.
Each canceled Request displays a summary of the Request to the time the Request was canceled.
The following summary displays about a canceled 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.
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.
Participants: The Participants field displays each Request participant's avatar in the selected Request to the time the Request was canceled. Hover your cursor over a user's avatar to view that person's full name.
Request cancellation date: The date and time the Request was canceled 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.
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 event 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.
Learn what information displays in summaries for Requests with errors.
Follow these steps to view a summary for a Request that has an error:
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.
Completed page. See View Completed Requests.
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.
The Errors tab displays the description of the error for a selected Request if an error occurred. The Errors tab only displays if an error has occurred.
The Errors tab displays the following summary in tabular format about Request errors:
Error: The Error column displays the error description.
Time: The Time column displays how long ago the error occurred.
Element: The Element column displays to which element the error occurred within the Process associated with the Request.
Below the table, the history of the Request displays all Request actions to the time the error occurred. See Request History.
The Tasks tab displays the summary for all assigned Tasks to Request participants to the time the error occurred.
The Tasks tab displays the following summary in tabular format about assigned Tasks to Request participants to the time the error occurred:
#: 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.
If there are no assigned Tasks for the selected Request, the following message displays: No Data Available.
Control how tabular information displays, including how to sort columns or how many items display per page.
The Summary tab displays the summary of information entered into the Request when a Request completes. However, because the Request is in progress, there are no Request values to display. 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.
The Completed tab displays the summary of all Tasks Request participants completed to the time the Request error occurred.
The Completed tab displays the following summary in tabular format about completed Tasks Request participants completed to the time the Request error occurred:
#: 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.
If the selected Request has no completed Tasks, the following message displays: No Data Available.
Control how tabular information displays, including how to sort columns or how many items display per page.
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.
When the File Manager package is not installed, the Files tab displays the summary of 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 to the time the Request error occurred. See Request History.
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.
Follow these steps to share a file with one or more users:
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.
The Forms tab displays the Screen associated with each Task that each Request participant submitted in the time the Request error occurred. 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.
Below the table, the history of the Request displays all Request actions. See Request History.
Each Request that has an error displays a summary of the Request to the time of the error.
The following summary displays about a Request in which an error occurred:
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.
Participants: The Participants displays each Request participant's avatar in the selected Request to the time of the error. Hover your cursor over a user's avatar to view that person's full name.
Request error date: The date and time in which the Request error occurred 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.
Follow these steps to manually complete a Request with an error:
Click Confirm. The status for the selected Request changes from Error to Complete.
A user may attempt to resume a Request that has an error in the following circumstances:
That user attempting to retry that Request must have the Make this user a Super Admin option enabled on the user account.
The Request that has an error is not a child Request to a parent Request.
That Request is in an ERROR state.
The error in the Request is caused by one or more Script Tasks which is in an ACTIVE, ERROR, or FAILING state.
The Request does not have any other Tasks that are in ACTIVE, ERROR, or FAILING states.
If a Request with an error does not meet these conditions, the button to retry that Request is not available.
Retrying the Request only attempts to retry the affected Script Task(s) which are in an ACTIVE, ERROR, or FAILING state. If the error for a Request under these circumstances is resolved when retrying that Request, the Request resumes. Its status becomes in-progress. Workflow routes that were in progress prior to the error resume.
If the error for that Request is not resolved, the Request immediately errors again.
Follow these steps to retry a Request that has an error:
Click Confirm. ProcessMaker Platform tries to resume that Request.
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 event 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.
Click the Open Request iconfor a Request. That Request's summary displays.
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.
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.
Click the View iconfor the Request associated with the file to view its summary.
Click the Download iconfor the file to download to your local computer.
Click the Share iconfor the file to share. The Share screen displays.
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.
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.
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.
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.
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.
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. See Request Comments.
Click the Open Request iconfor a Request. That Request's summary displays.
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.
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.
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.
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.
Click the View iconfor the Request associated with the file to view its summary.
Click the Download iconfor the file to download to your local computer.
Click the Share iconfor the file to share. The Share screen displays.
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.
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.
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.
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.
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. Below is an example of a Child Request in a Request summary.
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.
Click Complete. A message displays to confirm you want to cancel the Request.
Locate the Retry Request field.
Click Retry. The Caution screen displays to confirm retrying the Request that is in an ERROR state.
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. See Request Comments.