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Index

 

Speaking of Query Request...

Fluig enables querying the requests of processes in progress, finished or canceled.

So, for example, you can check in what task a specific request is; what user is the person responsible for the request start; the request status; the histories of each activity; the process activity flow, among other information.

A Fluig common user can only view the requests that they started, participated or the public process requests.

A user defined as Manager of a process can also view the requests where they participated as Manager and the requests under their management.

Only an "Administrator" user has permission to view all process requests.

 

LEARN MORE

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Basic Path

 

01. Select the Query Requests feature in the main menu.

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. 

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. 

The available options are:

  • Finished - When checked, it determines that the already finished or canceled requests should be considered for the query.
  • Open - When selected, it determines the requests that are in progress should be considered for the query.

05. Among the available processes, select the one that should be considered for the process request query.

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.

The available options are:

  • Requests I Started – When checked, it determines that only the requests started by the user should be considered for this query.
  • Requests I Participated – When selected, it determines that the requests where the user has participated should be considered for this query.
  • Requests I Participated as Manager/Substitute – When selected, it determines that the requests where the user has participated as manager/substitute should be considered for this query.
  • Requests under my management – When selected, it determines that the requests that are associated to processes where the user is the manager should be considered for this query.
  • All requests – When selected, it determines all process requests should be considered for this query.
  • Only an "Administrator" user has permission to view all process requests. The processes defined as public can be seen 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.

There is the option "All Versions", in this case, the filter by version will not be applied.

08. If you selected a specific version for a process, you can select between existing activities in that version, which should be considered for the query of process requests. If any activity is selected, Fluig returns requests that, at the time of the query, are in that particular activity.

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.

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 blank.

Only the activities through which some query request went through will be listed. The other activities of the process will not be displayed.

10. You can enter in the query result the data reported in the form fields of each request.

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.

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.

In this tab, you can view the open requests found according to parametrization entered in the query.

13. Click the Finished Processes tab.

In this tab, you can view the finished requests found according to parametrization entered in the query.

14. Click the Canceled Processes tab.

In this tab, you can view the canceled requests found according to parametrization entered in the query.

15. Select the request you want to query. To open it, click the request code.

16. To view the request details, access the Process Details tab.

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.

In this tab, an annotation history of hours used in this request is displayed.

18. To view the request movement history, access the History tab.

In this tab, a history divided by the request movement sequences, with information such as activity, person responsible, date and observations of movements, is displayed. By standard, 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.

19. To view the attachments published during the request progress, access the Attachments tab.

In this tab, the request attachments are displayed. To view them, just click the attachment icon desired. If the user does not have view permission for the attachment, a message informing they don't have view permission will be displayed.

20. To view the request main form, access the Form tab.

In 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.

22. Click Close.

 

Export result

 

01. Select the parameters for request query.

02. Click Export.

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.

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.

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.

 

 

Attention!

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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