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Speaking of Query Request...
Fluig enables querying the requests of processes You can query process requests that are in progress, finished completed, or canceledcancelled.
So, for example, you can check in what which task a specific request is; what which user is the person responsible for starting the request start; the request status; the histories of each activity; the process activity flow, among other information.
A Fluig common fluig regular user can only view the requests that they started, participated in, or the public process requests.
A user defined as Manager manager of a process can also view the requests where in which they participated as Manager and the requests under their management.
Only an "Administrator" administrator user has permission to view all process requests.
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additional
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information.
Basic Path
01. From the main menu, click Processes.
02. Click Query requests.
03. Define the parameters of your choosing to select the requests to be displayed.
Basic Path
01. Select the Query Requests feature in the main menu.
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The shortcut for the Query Requests feature is available in the main menu through the Processes icon. |
02. Enter the start and end dates, defining a range within which process requests will be searched.
03. Enter the start and end request code range, defining an interval within which process requests will be searched.
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If the objective is to query only determined requests, just unselect the Search by Range field and enter the number of requests separated by semicolon (;) in the Request field. |
04. Check the statuses that should be considered in the search.
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The available options are:
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05. Among the available processes, select the one that should be considered for the process request query.
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There is the "All Processes" option, in this case, all processes that exist in Fluig will be queried. |
06. Select one option of the Parameters field to define what requests should be considered in the query.
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Required information: Date Status
Processes Search by range Request Requests I started Requests I participated in Requests I participated in as manager/substitute | ||
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The available options are: query. Requests under my management –
all process requests managed by the authenticated user are considered in the query. All requests –
all process requests should be considered for thisare considered in the query. Only an "Administrator "user has permission to view all process requests. The processes defined as public can be seenviewed by all users. |
07. If you selected a specific process, it is possible to select, among the released versions, which should be considered for the query of process requests.
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There is the option "All Versions", in this case, the filter by version will not be applied. |
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Version Activity |
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To view requests that are in any activity of the process specific version, select All activities. Add activity data |
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There is the option "All Activities", in this case, the filter by activity will not be applied. |
09. You can insert in the query result the name of the person responsible and the date of completion of all activities through which the process has passed.
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If this option is enabled, you cannot view this report in the screen. Only the export will be enabled. For the current activity, display the current person responsible for it 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. |
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Add form data |
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If this option is enabled, you cannot view this report in the screen. Only the export will be enabled. |
11. You can choose to View the result on the screen or export it.
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If you choose to export the result, the query will be run in the background, when finished, Fluig will post the file in the user's private folder and will notify you by email when the process is complete. If you choose to view, a screen will appear with the result of the query. |
12. Click the Open Processes tab.
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are included in the query results. If you check this option, you will not be able to view the query results on the screen, only their export will remain enabled. Add multiple records Group multiple records |
04. Click View to view the query result on the screen.
05. In the Open processes tab
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, you can view the open requests found
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based on the parametrization entered in the query.
13. Click the Finished Processes tab.
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To open the request of your choosing, simply click the link in its code or description. |
06. Click the Finished processes tab and view the finished requests found
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based on the parametrization entered in the query
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14. Click the Canceled Processes tab.
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To open the request of your choosing, simply click the link in its code or description. |
07. Click the Canceled processes tab and view the canceled requests found
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based on the parametrization entered in the query.
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To open the request of your choosing, simply click the link in its code or description. |
15. Select the request you want to query. To open it08. Once you have found the request of your choosing, click the request codelink in its code or description to view its details.
1609. To view View the request details, access the Process Details tabform, if any.
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You In this tab, you can view the general information and details, such as person responsible and request current activity end deadline. |
17. To view the annotations done during the request progress, access the Annotations tab.
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In this tab, an annotation history of hours used in this request is displayed. |
the data filled out in the request execution. Below the form, there is the Print button, which allows you to print the form. |
10. Click the Details tab to view the process diagram and other information related to the request.
11. Click the Add-ons tab to view the process diagram and other information related to the request18. To view the request movement history, access the History tab.
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In this tab, you can view general information and details such as the person in charge and completion deadline for the current activity of the request, as well as a history divided by the sequences of request movement sequencesmovements, with information such as activity, person responsiblein charge, date and observations of movements, is displayednotes on the movement. By standarddefault, only the last movement displays its details. To display the details of another movement, just click it. It is also possible to display the details of all movements by pressing the Display All option. |
12. Click the Attachments tab to view the process diagram and other information related to the request19. To view the attachments published during the request progress, access the Attachments tab.
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In this This tab , the displays request attachments are displayed. To view them, just click the attachment icon desired. If the user does not have view permission for on the attachment, a message is displayed, informing they don't do not have view permission will be displayed. |
20. To view the request main form, access the Form tab13. Click the Records tab to view the records done during the course of the request, if any.
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In this This tab , the request form, where you can view data filled out in the request execution, is displayed. Below the form, there is the Print button, which allows form printing when pressed. |
21. To view the process flow chart, access the Process tab.
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displays the history of hours recorded for this request. |
Alternative path
Export
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query requests
01. Select the parameters for request query.02. Click After defining the information of your choosing for the query, which is described in the basic path, click Export.
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The query export will run in the background. When it is finished, fluig will post posts the file in the user's user’s private folder, which must be enableenabled, and will notify notifies you by e-mail when the process is complete. This exported file necessarily must contain the following columns:
The columns above are standard default and always appear at the beginning of the exported file. Data related to the activity activities 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 can be changed, depending on 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.
If this option is enabled, you cannot view this report on the screen. Only the export will be enabled.
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When the Add form data |
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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 includechecked, the file adds 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.
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Informações | ||
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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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