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21. To view the process flow chart, access the Process tab.

22. Click Close.

 

Export result

 

01. Select the parameters for request query.

02. Click Export.

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The query will run in the background. When finished, fluig will post the file in the user's private folder, which must be enable, and will notify you by e-mail when the process is complete. This exported file necessarily must contain the following columns:

  • Request: Request Number
  • Description: Process Description
  • Status: Request Status
  • Requesting Registration: Requester's Registration:
  • Requester: Requester's Name
  • Location: Current activity
  • Person responsible: Responsible Name
  • Start: Date on which the request was initiated
  • End: Date on which the request was completed (if completed)

The columns above are standard and always appear at the beginning of the exported file. Data related to the activity and forms can also be added to this file. However, the order in which these columns are displayed is not defined, and should vary according to the amount of requests, activities moved and form fields that were defined in the query parameters.

03. In order to display in the query result the name of the responsible person and the date of completion of all activities that the process has gone through, enable the option Add activity data before exporting.

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If this option is enabled, you cannot view this report on the screen. Only the export will be enabled.
For the ongoing activity, the person currently responsible for it will be displayed, and the completion date column will be left blank.
Only the activities through which some query request went through will be listed. The other activities of the process will not be displayed.

The exported file will include data for the movement of activities of the processes selected for the query. Only moved activities will be included. Therefore, the movement of the request can generate a greater number of columns.

Each activity is represented by two columns:

  • Activity - [Name of Activity] - Responsible Person: Name of Responsible Person.
  • Activity - [Name of Activity] - Responsible Completion: Date of Movement.

04. To show the data entered in each request form fields in the query result, enable the option Add form data before exporting.

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If this option is enabled, you cannot view this report on the screen. Only the export will be enabled.

The file will include the fields of the forms related to the processes selected for query. The form fields are included in the exported file for each process found, forming a cascade of information, and the order of the columns for each form depends on its storage model.

  • If the form is stored in a single table: The fields will be displayed in alphabetical order in the file columns.
  • If the form is stored in multiple tables: The fields will be displayed in the order they were added to the form. In the first version, they will be displayed in the order they were added when the form was created. In subsequent versions, each new field added to the form will be included at the end of the file.

 

 

 

 

Informações
titleAttention!

This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform.

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