Index

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 query.

Requests under my management
When it is selected, all process requests managed by the authenticated user are considered in the query.

All requests
When it is selected, all process requests are considered in the query. Only an Administrator user has permission to view all process requests. The processes defined as public can be viewed by all users.

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 activity is selected, it displays requests that, at the time of the query, are in that particular activity. 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, 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.

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

To open the request of your choosing, simply click the link in its code or description.

To open the request of your choosing, simply click the link in its code or description.

To open the request of your choosing, simply click the link in its code or description.

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.

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.

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.

This tab displays the history of hours recorded for this request.

The query export will run in the background. When it is finished, fluig 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.

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 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

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.