2.0/Case Summary

Case Summary shows a brief description of a current case which can be read by anyone who can access to a particular case. Also it shows the information of a particular dynaform. Case Summary is a new feature available in version 2.0.32 and later.

Creating a Case Summary

To create a Case Summary right click on the ProcessMap and click on Edit Process

On the new window go to Dynaform to show a case summary and choose the dynaform which information will appear on the Case Summary:

The available DynaForms listed will be the ones which are created and not necessary assigned into a specific task.

Finally click on Save.

Note: This functionality to create a Case Summary is available in version 2.0.33 and later.

Reading a Case Summary

There are two options to to read a summary for a particular case

1. Go to the HOME menu and open a list of cases.

Click on its icon.

2. Selecting a case of the list cases and click on Actions on the above menu and select the option Case Summary.

General Information Tab

a. If it wasn't created a dynaform the window will appear as follows:

It's divided on:

Case Properties

• Process: name of the current process.
• Case Title: name of the case.
• Case Number: the number of the selected case.
• Case Status: status in which is the case. For Example To Do.
• Case UID: Identification Number of the case.
• Creator: Name of the person who creates the process.
• Create Date: Date on which the process was created.
• Last Update: Date on which the process was last updated.

Current Task Information

• Task: Name of the task on which is the current case.
• Current User: Name of the user who is assigned in the case selected.
• Task Delegation Date: date on which the case was a delegate to the current task.
• Task Ini Date: Date on which the task starts.
• Task Due Date: Date on which the tasks expire.
• Finish Date: Date on which the task finish.

More Information Tab

b. On the other hand, if a a dynaform was selected, then a window with a separte tab dynaform information will appear as follows:

Update from version 2.0.38

Since version 2.0.38 two new tabs were added on the Summary: Uploaded Documents and Generated Documents. If during the case the user upload a document (after creating an Input Document) or generate a document (after creating an Output Document) those will display in different tabs, as the image below.

Note: it doesn't need any additional permissions to enable these tabs but the document list inside each one follows process permissions.

Uploaded Documents Tab

The uploaded document tab will display the information of the document uploaded during the case, with the possibility to download it:

Generated Documents Tab

The generated document tab will display the information of the document generated during the case, with the possibility to download it either on PDF or DOC extension:

Update from version 2.0.40

Since version 2.0.40 Case Summary has taken a new look, bring users more facilities when either an Input or Output Document needs to be accessed. As on previous versions of ProcessMaker if during the case the user upload a document (after creating an Input Document) or generate a document (after creating an Output Document) those will display in different tabs, as the image below.

Note: it doesn't need any additional permissions to enable these tabs but the document list inside each one follows process permissions.

Uploaded Documents Tab

The uploaded document tab will display a more classified information about the document uploaded during the case, also with the possibility to download it.

Where:

• Filename: Name of the input document file uploaded during the process.

• Comments: if some comments were added once the document was uploaded, it will display here.

• Type: type of the document.

• Version: if more than one version of the input document was generated it will display on this row.

• Origin Task: name of the task where the Input Document was assigned.

• Created by: name of the user who creates the case where the Input Document was uploaded.

• Created day: date on which the the process where the Input Document uploaded, was created.

Select the document to be downloaded by clicking on the checkbox and then on Download button. It's just possible to download one document at the same time:

Generated Documents Tab

The generated document tab will display the information of the document generated during the case, with the possibility to download it either on PDF or DOC extension:

Where:

Where:

• Title: Name of the output document file downloaded during the process.

• Origin Task: name of the task where the Output Document was assigned.

• Created by: name of the user who creates the case where the Input Document was uploaded.

• Created day: date on which the the process where the Output Document downloaded, was created.

Choose one document to be downloaded and choose the type of the document on which document will be generated. Click on to download the document on .doc format or click on to download the document on .pdf format.

Resizing the Case Summary Window

To modify the size of the Case Summary, open and edit the main.js file, with a plain text editor. File is located at:

     <INSTALL-DIRECTORY>/workflow/engine/templates/app/main.js

And look for the following comment:

/* Case Summary - Start */

Below that, parameters to modify size are displayed:

var summaryWindow = new Ext.Window({
          title: _('ID_SUMMARY'),
          layout: 'fit',
          width: 600,
          height: 450,
          resizable: true,
          closable: true,
          modal: true,
          autoScroll:true,
          constrain: true,

Change the width and height values to:

          width: 300,
          height: 200,

Recommendations: Clear browse and ProcessMaker cache to see changes.

Checking the size window:

If you want to modify the window in order to not have a resizable window change the following parameter:

resizable: true,

to:

resizable: false,