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: https://wiki.processmaker.com/3.0/Inter ... 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: