Page 1 of 1

How to create process summary?

Posted: Wed Feb 06, 2019 10:31 am
by ericopro
Hi everyone!

I am trying to implement some processes with processmaker, and I would like to know if is possible to create a process summary when the process finishes.
This summary should be like: "who started the process?", "who approve/dissapprove the request)"...

Thank you all! :D

Re: How to create process summary?

Posted: Thu Feb 07, 2019 12:28 am
by amosbatto
You can create an Output Document and set it as the final step in the final task in the process.
Give the users (who need access to this summary) Process Permissions to view the Output Document. They can see it by opening the completed case and going to Information > Generated Documents in the menu. They can also see it by going Home > Documents if they have the PM_FOLDERS_VIEW permission in their roles. If they didn't participate in the case and you need them to be able to find the case, then give them the PM_ALLCASES permission in their roles, so they find the case by going to Home > Advanced Search.

Another way to do it is email the summary to users who need it.

To get who started the current case, you can create this trigger:
Code: Select all
$c = new \Cases()
$aCaseInfo = $c->loadCase(@@APPLICATION);
$aUserInfo = userInfo( $aCaseInfo['APP_INIT_USER'] );
@@caseStarter = $aUserInfo['firstname'].' '.$aUserInfo['lastname'];
See: ... Case.28.29
Set this trigger to fire before the Output Document step or before you call PMFSendMessage() in a trigger or before you send out a notification when routing to the next task.

Then in the template of your Output Document or Email, add this line:
Code: Select all
Case started by: @#caseStarter

Re: How to create process summary?

Posted: Mon Feb 11, 2019 11:43 am
by ericopro
Thanks!!! That was perfect! :D