- User Reports(View)
Admin => users
- admin can view the summery of users(items in inbox, cases participated, drafts)
- can disable and enable users
- can reassign in the case of disabling
2. Case Reports(can get different views about cases)
- Cases
- Search
Advanced search => gives the possibility to search specific information about processes running.
- Process Supervisor
Review => can view all the cases for the process which he supervisors.
- but the status of the case is "to do"
-completed cases do not appear
-process tab shows the proceses for which he is the supervisor
-search tab can be used to filter the case by the task in which the case recently holds
A case can be opened to view the information of that case
Process Map -> gives a graphical view of the task the case is halted
the next task to proceed.
Processs Information ->
Task Information ->
Case History ->
- gives the history of the case
- list of all the tasks in the case which are routed and in progress
- can select a perticular task => change log
can see the values of the fields in that task and the dynaform with the selected values.
Message History
Dynaforms -> can view the dynaforms involved for that process
- Documents
How to view a summery of a case in Processmaker
General Documents, Uploaded Documents, and Generated DOcuments can be viewed for a perticular case
The process information, and the current task the case belongs is detailed in General Documents
Reports in Processmaker
http://wiki.processmaker.com/index.php/Reports_on_ProcessMaker
Report Table
report tables are designed to export data from cases
-to rp_<WORKSPACE> => data can easily be accessed by external applications and standard SQL queries
-to wf_<WORKSPACE>
report table-> new report table -> field names
- Title: A title to identify the Report Table.
- Table Name: A name for the table, which will be created depending on the DB Connection
- Description: A brief description of the Report Table.
- Type: Select what type of DynaForm will be exported to the Report Table:
- Global: Export data entered in the fields in normal DynaForms and/or any case variables defined in triggers. This option allows the individual fields and case variables to be selected for export. If this option is selected for the Type dropdown box, then select which fields and/or case variables defined in triggers will be exported.
Grid: Export data entered in a single grid form. This option will automatically export all the fields in the grid and does not allow individual fields to be selected.
In addition, each case will be identified in the table by their case UID in the APP_UID field and case number in the APP_NUMBER field and from version 2.5 APP_STATUS field to see the current status of the case.
Exporting System Variables
System variables, such as @@TASK or @@USER_LOGGED, are not available for export in Report Tables. These values may be useful if needing to do queries based upon a particular user, task, process, etc.
To export a system variable, create a trigger which will assign the value of a system variable to a case variable. For example:
@@caseUserLogged = @@USER_LOGGED; @@caseUserName = @@USR_USERNAME; @%caseIndex = @%INDEX; @@caseTask = @@TASK; @@caseProcess = @@PROCESS;
Remember that the value of system variables change over the course of a case, so the trigger should be fired whenever the new values need to be exported to the Report Table.
