View a Request's history.
Request history and comments display in a chronological order.
Follow these steps to view the history and comments:
Ensure that you are logged on to ProcessMaker Platform.
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.
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.
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.
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.
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.
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. See Request Comments.
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.Request History and Comments
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.