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Cases Inbox

The Cases Inbox feature is where the end user interaction takes place.  The layout has been designed to appear similar to an email client with a list of folders on the left of the screen seperating cases between an inbox, drafts, participated (or sent) as well as several other folder features unique to ProcessMaker.

A case in ProcessMaker is simply and actionable item or request that moves through the process from user to user and task to task.  It is comparable to what some might call a ticket, in that each has a unique identifying number, and will appear in a users Cases Inbox when it becomes assigned to a user.

Cases within the inbox can be sorted, filtered and searched through.  Users can also sort the case list in a variety of ways by clicking on a column header.  There is a large quantity of information available to the end user when they look at their Cases Inbox, such as who sent the case to them, the date that the case is due, the case priority, which process the case is being run through and which particular task within that process the case is currently pending on.

End users will interact with ProcessMaker from the Home area and the cases inbox module of ProcessMaker.  They typically do not have access to the designer or other areas of ProcessMaker and can sort, view and filter their cases inbox in their own preferred method.  To open a case and enter the information pertinent to the case, the user simply double clicks on a case within the inbox, whereupon the web form for that task will be displayed, ready for data entry.

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ROUTING RULES
DYNAFORMS
GRID DYNAFORMS
ASSIGNING STEPS AND GROUPS
CONDITIONS
RUN A CASE
OUTPUT DOCUMENT BUILDER WEB SERVICES SOA
 
 

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