View Completed Requests

View completed Requests in which you participated.

View Completed Requests in Which You Participated

The Completed page displays completed Requests in which you participated. You were a Request participant because you started that Request or were assigned a Task in that Request. Request information displays in tabular format.

Follow these steps to view completed Requests in which you participated:

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

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

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

The Completed page displays the following information in tabular format about completed Requests:

  • Case #: The Case # column displays the Case number associated with the Process. This number represents the sequential occurrence of that Process. Click the Process name to view the Request summary.

  • Case Title: The Case Title column displays the title of the Case. The Case title may vary for each Request based on Request variable values for that Request. Process Managers specify which Request variables to reference from that Process's configuration.

  • Process: The Process column displays the Process name associated with the Request.

  • Task: The Task column displays the name of the in-progress and completed Tasks to date in that Request. Task names display in this column from top to bottom in chronological order of assignment. The Task assignee may click on that Task to view it. Other users not assigned that Task receive a message that they are not authorized to view that content.

  • Participants: The Participants column displays each Request participant's avatar and full name. Avatars display in this column from top to bottom the chronological order in which those users participated in that Request.

  • Status: The Status column displays the status of the Request. It displays Completed.

  • 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. 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 from the Case # or Case Title column, click the link associated with the Process displaying in the Name column to view its summary. This number represents the sequential occurrence of that Process.

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. Requests that are completed are included by default when searching for Requests on this 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.

  • 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.

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.

Go to Home

pageWhat is a Request?pageStart a CasepageCancel a RequestpageView Your Requests That You StartedpageView Requests That Are In ProgresspageView All RequestspageSearch for a RequestpageRequest CommentspageRequest Summary Descriptions

Last updated

© Copyright 2000-2024 ProcessMaker Inc. All rights reserved.