View Requests That Are In Progress
View in-progress Requests in which you are participating.
View In-Progress Requests in Which You are Participating
The In Progress page displays in-progress Requests in which you are participating. You are a Request participant because you started that Request or have been assigned a Task in that Request. Request information displays in tabular format.
Follow these steps to view in-progress Requests in which you are participating:
Ensure that you are logged on to ProcessMaker Platform.
Click the Requests option from the top menu if the Requests page is not currently displayed. The My Requests page displays.
Below is an example of the In Progress page that displays in-progress Requests. The Saved Search package is not installed in this example.
The Requests In Progress page displays the following information in tabular format about in-progress 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 In Progress.
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. Since Requests in this tab are in-progress, this column is empty.
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. Requests that are in progress are included by default when searching for Requests on this page.
Completed: Include Requests that are completed as part of your search criteria.
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.
Save the Settings of a Search
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.
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Related Topics
pageWhat is a Request?pageStart a CasepageCancel a RequestpageView Your Requests That You StartedpageView Completed RequestspageView All RequestspageSearch for a RequestpageRequest CommentspageRequest Summary DescriptionsLast updated
