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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:

  • 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.

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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
Start and end dates establishing a period within which the requests are considered in the query.

Status
Status of the requests to be considered in the query. Available options are:

  • Finished: when it is checked, finished or canceled requests are considered in the query;
  • Open: when it is selected, the requests that are in progress are considered in the query.

Processes
Process whose requests should be considered in the query. To consider the requests of all the existing processes, select the All processes option.

Search by range
When checked, it allows you to enter a range of request numbers to be considered in the search.

Request
Request code to be queried separated by semicolon (;) or start and end codes establishing a range of request numbers to be considered in the query. You can only enter a range if the Search by range option is checked.

Requests I started
When it is selected, all requests started by the authenticated user are considered in the query.

Requests I participated in
When it is selected, all requests in which the authenticated user participated are considered in the query.

Requests I participated in as manager/substitute
When it is selected, all requests in which the authenticated user participated as a manager or substitute are considered in the

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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 it is selected,

    it determines that the requests that are associated to processes where the user is the manager should be considered for this

    all process requests managed by the authenticated user are considered in the query.

    All requests


    When it is selected,

    it determines

    all process requests

    should be considered for this

    are considered in the query.

    Only an

    "

    Administrator

    "

    user has permission to view all process requests. The processes defined as public can be

    seen

    viewed 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
    Version of the selected process to be considered in the query requests. When the All processes option is selected, you cannot select a version, unless a specific process has been selected. To consider the requests of all versions of the process, select the All versions option.

    Activity
    Activity to be considered in the query requests. You can only select a specific activity if a specific version of the process was selected. If a specific activityis selected, it displays requests that, at the time of the query, are in that particular activity.

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    To view requests that are in any activity of the process specific version, select All activities.

    Add activity data
    When checked, it displays the name of the person in charge and the completion date of all finished process activities. If you check this option, you will not be able to view the query results on the screen, only their export will remain enabled. For the ongoing activity, the person currently responsible for it will be displayed,

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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
    When it is checked, the data entered in the form fields of each request

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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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    titleLearn more

    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
    When it is checked, data from the form child fields are also added. This option is only enabled if the Add form data option is checked.

    Group multiple records
    When it is checked, the data from the form child fields are grouped into a single cell in the generated worksheet. This option is only enabled if the Add multiple records option is checked.

    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.

    In this tab, you can
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    More

    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.

    In this tab, you can
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    More

    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:

    • Request: Request Numbernumber of the request;
    • Description: Process Descriptiondescription of the process;
    • Status: Request Status
    • Requesting Registration: Requester's Registration:
    • Requester: Requester's Name
    • Location: Current activity
    • Person responsible: Responsible Name
    •   status of the request;
    • Requester registration: registration of the requester;
    • Requester: name of the user that is the requester;
    • Location: activity in which the request is;
    • Person in charge: name of the person responsible for the activity in which the request is;
    • Start: date Start: Date on which the request was initiated;
    • End: Date date on which the request was completed (if completed).

    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.
    For When the Add activity data option is checked, for the ongoing activity, the person currently responsible for it will be is displayed, and the completion date column will be is 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 Activitythe activity] - Responsible Person in charge: Name of Responsible Person in charge name.
    • Activity - [Name of Activitythe activity] - Responsible Completion: Date of Movementmovement.

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    Expandir
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    If this enabled, you cannot view this report on the screen. Only the export will be enabled.The file will include
    • If the form is stored in a single table: The fields will be are displayed in alphabetical order in the file columns.;
    • If the form is stored in multiple tables: The the fields will be are displayed in the same order that they were added to the form. In the first version, they will be displayed in the same 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.

     

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    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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