Start a Case

Begin an instance of a Process by starting a Case of that Process.

Start a Case

Follow these steps to start a Case:

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

2. Click +Case from the top options bar. This button is always available.

   The New Case screen displays. This screen displays Processes for which you are authorized to start new Case. Below is the New Case screen with Processes from which a Case can be started. Processes can be organized into Categories within your organization to make it easier for people in your organization to locate from which Process to start a Case. For example, Processes for Finance, Human Resources, and Purchasing departments can be organized into their own Categories.

   
3. Do one of the following:

   • Click the Start button to start a Case for the selected Process. A Case is one occurrence of a Process.

   • From the Search field, enter text to filter the list of Processes, and then click the Start button to start a Case for the selected Process.

   A Case starts for the Process you selected.

The New Case screen displays active Processes only. Processes that are of either disabled or archived status do not display in the New Case screen because Cases cannot start for these statuses. If a Process is not visible in this screen, ensure the following:

• The logged on user attempting to start a Case for this Process is configured to do so from a Start Event element in that Process. Process category permissions are required in a user account to edit a Process.

• Ensure that the Status setting in the Process configuration is set to Active.

You may copy the hyperlink that starts a Case from its Start button. To copy a Case's hyperlink, right-click on that Request's Start button, and then use your Web browser's function to copy a hyperlink.

If there are no active Processes or you are not authorized to start a Case for a Process, the following message displays: Please visit the Processes page and click on +Process to get started.

After the Case starts, that Case displays in the My Requests page.

Start a Case Via the ProcessMaker API

The following video demonstrates how to start a Case using the RESTful API.

Start a Case using the RESTful API

Related Topics

pageWhat is a Request?pageWhat is a Case?pageCancel a RequestpageView Your Requests That You StartedpageView Requests That Are In ProgresspageView Completed RequestspageView All RequestspageSearch for a RequestpageRequest CommentspageRequest Summary Descriptions