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ProcessMaker Platform Winter 2024 Documentation

Welcome to ProcessMaker Platform documentation for the Winter 2024 release. Let's get started.

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Designers
Participants
Administrators

How Can Process Designers Become More Productive?

Organize and collaborate using Projects, Processes, and their related assets.

What Are Projects? How Do They Help Me Collaborate?

Projects help you organize and collaborate with your team
Create one location from which to share assets all team members can use
Invited collaborators have full access to your Project assets, regardless of user or group permissions
Assets may include:
  • Processes
  • Screens
  • Scripts
  • Data Connectors
  • Decision Tables
Import a Project that contains all of its assets
Export a Project that contains all of its assets
Quickly access your Projects, recent Project assets, or create new ones

How Can I Use AI for No-Code Designing?

AI Assistant can model your Process from your natural language description
AI Assistant can code, clean, document, or explain your Script
AI Assistant can generate your Screen without knowing how to use Screen Builder controls

How Can I Create a Process?

A Process is a set of steps and decisions to complete a particular goal
Create from a blank canvas
AI Assistant can model your Process from your natural language description
Explore the possibilities by creating a Process from a Template

How Can I Design Processes Faster?

Collaborate with your teammates to design faster, innovate together, and improve productivity
Preview Assets from Process Modeler
Preview the Screen, Script, Decision Table, and Email Screen directly from the Process model object to evaluate what the participant will experience
Quickly create assets for:
  • Form Task elements
  • Manual Task elements
  • Script Task elements
  • PDF Generator connectors
Write comments to your collaborators directly from Process Modeler to maximize productivity. They receive your comments as notifications to view them.
Use Process Testing to evaluate runtime behavior of a Process. A Process Scenario contains the scope of a Process Test run using mock Request data.

What Are Commonly Used Process Modeling Elements?

Starts a Request and sets who may do so
Assigns a Task to a person with a digital form
Determines the outcome to a decision based on workflow conditions
Ends a Request
Learn more about all BPMN 2.0 ProcessMaker Platform supports

How Do I Create Digital Forms?

Screens are digital forms which participants interact with information
Create digital forms for Tasks
AI Assistant can generate your Screen without knowing how to use Screen Builder controls
Link a Screen to a Form Task element--or quickly create one

What Essential Assets Can My Process Use?

Create scripts in C#, Java, JavaScript, Lua, PHP, Python, and R
Connect to a third-party service, designed by ProcessMaker
Design for different business rules that may be used in any Process

What Other Powerful Assets Can My Process Use?

Create a connector that accesses RESTful or SOAP data sources
A Reusable Process Modeler Object Composed of Other Objects

How Do I Test My Process?

A Process Scenario contains the scope of a Process Test run using mock Request data to evaluate runtime behavior
Create the Scenario that contains the JSON data model that mocks the Request data during Process Testing
Run a Process test using a configured scenario that tests workflow using mock Request data without affecting production instances or logs of that Process

How Do I Optimize My Process?

View pre-developed reports that provide insight and analysis of how well your Processes perform
Review your organization's Analytics Reports to analyze Process data
View Analytics Reports created for you

How Do I Interact With Processes and Tasks?

Start participating in Requests, Tasks, and Projects
As a Project member, organize assets and collaborate with others to fulfill the same goal. Have complete access to the following assets for any Project of which you are a member:
  • Processes
  • Screens
  • Scripts
  • Data Connectors
  • Decision Tables
You're not in a Project yet? Then create your own!

What if I've never designed anything before?

Then let ProcessMaker's AI Assistant design a Process, Screen, or Script for you!
Start an instance of a Process
View your assigned Tasks. Even better? Complete your Tasks from preview.
View Tasks to Self-Service
Review your Request data in an easy-to-use browser where JSON displays as visualized in a tree structure
Work from Mobile and Desktop
Work with Requests and Tasks from your mobile device
Quickly access:
  • your assigned Tasks
  • your Requests
  • Requests you can start
  • Process Analytics Reports

Analytics

View graphical reports that provide insight and analysis of how well your Processes perform
Review your organization's Analytics Reports in a dashboard view to analyze Process data
Review Analytics Reports configured for you

How Do I Administer ProcessMaker Platform?

Start administering platform-wide settings
Create a user account and assign it platform permissions
Organize users into groups (and groups into groups) to better manage user permissions
Manage settings for DocuSign, External Integrations, IDP, LDAP, SCIM, SSO, and others
Connect to external integrations via CDATA drivers
Grant applications access to ProcessMaker Platform
More SSO configuration options, including
  • automatic registration
  • set user/group permissions for new users
  • even more
Customize branding, dashboards, top-level menus, and other UI
Create a container from which to run Scripts
Create graphical Process Analytics Reports for Process Managers to take insight how to optimize their Processes
Manage record Collections, designed to be your "Source of Truth" for data storage in ProcessMaker Platform
Manage text labels within ProcessMaker Platform

ProcessMaker documentation and Release Notes may change without notice.
Current production version: ProcessMaker Platform Fall 2023, released November 24, 2023. Current development version: ProcesssMaker Winter 2023, deployed on January 29, 2024.
All customer production deployments will be upgraded to Winter 2024 on February 29, 2024. See Release Notes.
© Copyright 2000-2024 ProcessMaker Inc. All rights reserved.
Last modified 7d ago
© Copyright 2000-2024 ProcessMaker Inc. All rights reserved.