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Speaking of Query Request...

You can query process requests that are in progress, completed, or cancelled.

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Only an administrator user has permission to view all process requests.



Query Request

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01. From the main menu, click Processes.

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04. Click Search to view the query result on the screen.



Results found

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01. After selecting the type of request to view and clicking “Export”, the result list will be displayed. 

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04. After viewing all the desired information about the request, click Close.


Export

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01. After setting the required query information, described in the basic path, click Export.

Painel

The query export will run in the background. When it is finished, the platform posts the file in the user’s private folder, which must be enabled, and notifies you by e-mail when the process is complete. This exported file necessarily must contain the following columns:

  • Request: number of the request;
  • Description: description of the process;
  • Status:  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 on which the request was initiated;
  • End: date on which the request was completed (if completed).

The columns above are default and always appear at the beginning of the exported file. Data related to the activities and forms can also be added to this file. However, the order in which these columns are displayed can be changed, depending on the amount of requests, activities moved and form fields defined in the query parameters.

When the Add activity data option is checked for the ongoing activity, the person currently responsible for it is displayed, and the completion date column 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 the activity] - Person in charge: Person in charge name.
  • Activity - [Name of the activity] - Completion: Date of movement.
  • If the form is stored in a single table: fields are displayed in alphabetical order in the file columns;

If the form is stored in multiple tables: the fields 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.



Advanced export

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01. Click the arrow next to the Export button to view the Advanced export option.

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