Request Information Form

Request information form screen

Click the request number or the description in the requests list, or click in the request form left menu, to display the request information form.

User access view

Administrator access view

Request information

Fields	Remarks
Status label	Status of the request: Open: The request has been launched Closed – Completed: the request has ended as per the process workflow Closed – Cancelled: The request has been cancelled
Parent request	Link that goes back to the parent request follow-up form (only available for sub-requests)
Refresh	Click to update the page; this is useful when the process has some actions completed in background mode
Help	Display the process help window, including a diagram of the workflow
Graphical follow-up	Display the graphical follow-up of the request (only available for allowed participants)
User access / Administrator access	Click to toggle between User access view and Administrator access view (if the user has supervisor rights to the request)
Cancel request	Cancel the request (only available in Administrator access view)
Delete request	Delete the request
Requested on	Request launch date and name of requester
Request data	List of request-associated data that have been defined as visible by the process designer
File icon	The following file extensions are displayed with a specific icon: PDF, FDF, DOC, XLS, PPT, HTML / HTM / XML, ZIP, TXT, BAT, SYS, Undefined (for other extensions)
Time limit	Request deadline (if applicable)
Comments panel	Click in the top right corner of the screen to open a slide-out panel that displays the list of comments on the request and lets you leave new comments

Action lists

Action lists include:

• My actions to do

• My team actions to do

• List of actions to assign to a person

• Other actions to be done by someone else

Columns	Remarks
Name	Action icon and action name Click the action icon to display the action information form Click the action name to launch the action By default, clicking the action name launches the action, but WorkflowGen can be configured in order to change this behavior and display the action information form instead of launching the action.
Description	Action description
Assigned to	Name of the user to whom the action has been assigned
Time limit	Action deadline (if applicable)
Help	Display the action help window, including a diagram of the workflow

Action history

Columns	Remarks
Name	Action icon and action name; click to display the action follow-up form
Description	Action description
Completed by...	Name of the user to whom the action has been assigned
On the...	Date and time of the action completion

Comments panel

Click in the top right corner of the screen to open a slide-out panel where request participants can post free-form comments. Users can:

• View, refresh, and sort the comments list by date posted or author in ascending or descending order

• Post a new comment

• Delete an existing comment of which they are the author or administrator/supervisor

• Subscribe to the comments list RSS feeds

The associated users of each process participant can have read, read/write, or no permissions given to them by the process administrator.

WorkflowGen Administrators, process administrators, and supervisors have read/write permissions by default.

Comments displayed in the Dashboard comments panel are read-only. To add a comment, click the request number above a comment, which will open the request or action information form with the comments panel expanded.

Leaving a comment on a request from its information form

Launching a request

A process can be launched if its status is active. Only process managers, process supervisors, and WorkflowGen administrators can launch processes in test mode, and they can only launch those for which they are requesters. A process cannot start if its definition is invalid. A process can be started by any user associated with the requester participant.

Cancelling a request

An ongoing request can be cancelled by the requester if no action assigned to another user is running, or if the user is the process manager, process supervisor, or a WorkflowGen Administrator.

Deleting a request

A request can only be deleted:

• If it's in test mode,

• By a user if the first open action is assigned to them,

• By a WorkflowGen Administrator, or

• By the process manager or supervisor if Allow process managers and supervisors to delete requests has been enabled in the Administration Module Configuration panel.