Questions and discussion about using ProcessMaker: user interface, running cases & functionality

Moderator: amosbatto

By ramanpillai
#815033
Hi,
Was using kissflow earlier and was heavily dependent on functionality there "send for clarification" where in at any point in the task workflow the current user is able to send the task for clarification to any of the previous participated user and it gets assigned to that users wherein he is supposed to put comments and send it back to the guy who asked for clarification. I know we have case notes for this but in that the task sits at the stage and does not reflect in inbox for the user clarification asked for. Email is very annoying as it sends emails to all participated which at times goes to CFO/CEO which is not required.

Request help.

..Raman
User avatar
By amosbatto
#815044
Raman, There is nothing like that in ProcessMaker.
You can add a button to a Dynaform so that when the form is submitted, it will execute a trigger that calls the PMFSendMessage() function and then calls PMFPauseCase() to pause the case until the assigned user manually unpauses the case.
See these example:
http://wiki.processmaker.com/3.0/Submit ... ancel_Case
http://wiki.processmaker.com/3.1/Proces ... sage.28.29
You could add a dropdown to the Dynaform where the user can select which users should receive the email.
(Tell me if you need a programming example for this.)

Another option is to fill out a case note and then route the case back to the previous task and the user assigned to that task and have them change data and route the case on. Here is a programming example that implements routing to any task in a process:
https://sourceforge.net/p/pmcommunity/c ... ToAnyTask/
By ramanpillai
#815066
Thanks for quick response Amos. Solution 1 provided seems to be better than Solution 2 as in second the case will go through all the tasks again from the point its sent back once he submits the form or it is possible to send it back to the same task from where it has been sent ?

Also in Solution 1, is it possible to get the response back via email itself (i'm using community edition 3.2.1) and to unpause the case. I am not a coder so any programming help is much appreciated :D
User avatar
By amosbatto
#815071
ramanpillai wrote:Thanks for quick response Amos. Solution 1 provided seems to be better than Solution 2 as in second the case will go through all the tasks again from the point its sent back once he submits the form or it is possible to send it back to the same task from where it has been sent ?
The case would have to route through all the tasks again. You could add exclusive gateways that route around task, but the routes are fixed on the process map, so you can't arbitrarily route from any task to any task.
ramanpillai wrote:Also in Solution 1, is it possible to get the response back via email itself (i'm using community edition 3.2.1) and to unpause the case. I am not a coder so any programming help is much appreciated :D
What you could do is create a custom PHP file which will execute the unpauseCase() web service or the PUT /cases/{app_uid}/unpause REST endpoint. The email that you send out would contain a link like
Code: Select all
<a href="http://example.com/unpause?case_id=1234567890abcdef1234567890abcdef&index=3&user_id=1234567890abcdef1234567890abcdef">Unpause case</a>
The HTML of your template would be:
Code: Select all
<a href="http://example.com/[email protected]#APPLICATION&[email protected]#INDEX&[email protected]#USER_LOGGED">Unpause case</a>
Then, your unpause.php file could access the variables from the URL as $_GET['case_id', $_GET['index'], $_GET['user_id'].
See this code example for the basic idea how to implement it:
http://wiki.processmaker.com/3.0/Proces ... _via_Email

If all of that is beyond you, then you will just have to manually unpause cases inside ProcessMaker, so include instructions in the email template for your users to unpause the case and include the case number in the template: @#APP_NUMBER

As for sending out the email to any user who has participated in the case, I'll try to create an example for you when I get some free time, so keep checking this thread.
By PipSqueak
#815206
This is what I have been contemplating lately with case notes, Ramanpillai! I was using a task as a query task, but that just got very messy in the end. I'm so glad you asked it, following this thread for further developments. Thanks also to Amosbatto for providing the solutions (as always ;) )

By the way, RamanPillai, do you mind sharing why you have moved from kissflow to processmaker?

Thanks :)
By ramanpillai
#815263
Moving out of kissflow have naturally two reasons : flexibility to customize PM and have full control of DB ; second is definitely cost. I am working to find a solution on this (very busy as of now thus development is slow). Will post once adopted final approach.
By ramanpillai
#815420
Hi Amosbatto,
Basis on your suggestions I managed to handle this by using conditional form fields and triggering action basis on these fields like clarification seeked and user from which clarification required, then sending email notification to user and Pausing case. Your ideas and hits to vivid ways of doing it helped alot.

Regards,
Raman
By tamersherif
#826787
Hi,
I know this is an old post but i could not find any workaround for this case @ramanpillai please let me know if you have any explained example to share with me as i can i see that you have found a solution
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