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Index
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Speaking of Query Request...
You can query process requests that are in progress, completed, or cancelled.
So, for example, you can check in which task a specific request is; which user is the person responsible for starting the request; the request status; the histories of each activity; the process activity flow, among other information.
A fluig regular user can only view the requests that they started, participated in, or the public process requests.
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Only an administrator user has permission to view all process requests.
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<a id="toggleAll" href="#" >Expand/hide additional information. </a>
<script type="text/javascript">
var abertos = 0;
var fechados = 0;
function contador() {
abertos = 0;
fechados = 0;
jQuery(".expand-control").each( function() {
if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
fechados++;
} else {
abertos++;
}
});
}
AJS.toInit(function() {
contador();
var soma = abertos + fechados;
$("#toggleAll").html('Expand/hide ' + soma + ' additional information.');
AJS.$('#toggleAll').click(function() {
contador();
if (abertos >= fechados) {
jQuery(".expand-control").each(
function() {
if (document.getElementById(this.id).children[0].className == "expand-control-icon icon expanded") {
jQuery(this).trigger("click");
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)
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if (document.getElementById(this.id).children[0].className != "expand-control-icon icon expanded") {
jQuery(this).trigger("click");
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}
)
}
});
});
</script> |
Basic Path
Query Request
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01. From the main menu, click Processes.
02. Click Query requests.
03. Define Define the parameters of your choosing to select the requests to be displayed.
01. Select the Query Requests feature in the main menu.
The query can be filtered By processes or By requests.
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Information required in the By processes filter: From the current date / Until | ||||||||
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Required information: Date From the request / UntilStatus Status
Process whose requests should be
When checked, it allows you to enter a range of request numbers to be considered in the search
Request
When it is selected
Version Activity to be considered in the query requests. You can only select a specific activity
Search by description
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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.
02. View the requests and use the icon to return to the top of the screen.
03. After finding the desired request, click on the request to view its details.
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Open the request to view details such as the process diagram, forms and attachments, among others. Refer to View request details for more information.. |
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.
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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:
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:
When the Add form data option is checked, 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.
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.
02. In the new window, select the type of information to view when exporting the query.
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Available options:
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05. In the Open processes tab, you can view the open requests found 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. |
06. Click the Finished processes tab and view the finished requests found 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. |
07. Click the Canceled processes tab and view the canceled requests found 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. |
08. Once you have found the request of your choosing, click the link in its code or description to view its details.
09. View the request form, if any.
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You can view 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 request
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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 sequences of request movements, with information such as activity, person in charge, date and notes on the movement. By default, only the last movement displays its details. |
12. Click the Attachments tab to view the process diagram and other information related to the request.
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This tab displays request attachments. To view them, just click the attachment icon desired. If the user does not have view permission on the attachment, a message is displayed, informing they do not have view permission. |
13. Click the Records tab to view the records done during the course of the request, if any.
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This tab displays the history of hours recorded for this request. |
Alternative path
Export query requests
01. After defining the information of your choosing for the query, which is described in the basic path, click Export.
The query export will run in the background. When it is finished, fluig 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:
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:
When the Add form data option is checked, 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.
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 |
03. trigger Export.
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If a request query is exported and the platform notification is not delivered, the completion notification e-mail is not received, and the file is not generated, the user probably does not have the My Documents folder where the file must be saved. In this case, open the Control Panel, General - Parameters tab, and check the option “Enable my documents”. If the folder does not appear after completing this procedure, a database Insert must be performed. Open a ticket for the support team informing the database type and version, and inform whether it was converted from ECM to TOTVS Fluig Platform. |
Informações | ||
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This documentation is valid as of the 1.6.5 .11 update - Liquid. Previous updates may contain different information than what you see on your platform. |
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