ProcessMaker Platform Documentation
Fall 2023, ProcessMaker Platform
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ProcessMaker Platform Fall 2023 Documentation
Basics
How to Use This Document
Basics You Already Know
Participant: Home Screen
What is a Request Participant Home Screen?
Participant: Requests and Tasks
Requests
Task Management
File Management
Search ProcessMaker Platform Data
Notifications
Designer: Home Screen
What is a Designer Home Screen?
Designer: Projects
What is a Project?
Manage Projects
Designer: Processes and Process Templates
Manage Processes
Manage Process Templates
Designer: PM Blocks
What is a PM Block?
Guidelines and Best Practices to Build and Use PM Blocks
Manage PM Blocks
Designer: Scripts and Script Editor
What is a Script?
Manage Scripts
Script Editor
Designer: Screens and Screen Builder
What is a Screen?
Screen Types
Screen Design Best Practices
Manage Screens
Screen Builder
Design and Deploy Rule-Based Conversational Screens
Designer: Environment Variables
What is an Environment Variable?
Manage Your Environment Variables
Designer: Signals
What is a Signal?
Manage Signals
Designer: Data Connectors
What is a Data Connector?
What is a Resource?
Manage Data Connectors
Designer: Decision Tables
What is a Decision Table?
Decision Table Best Practices
Manage Decision Tables
Decision Table Editor
Designer: Vocabularies
What is a Vocabulary?
Vocabulary Design Best Practices
Manage Your Vocabularies
Designer: Process Modeling Introduction
What is Process Modeling?
Process Modeling Element Descriptions
Process Modeling Best Practices
Designer: Process Modeler
Collaborate in Real-Time with Designers in Process Modeler (Beta)
Generate a New Asset for a Process Using AI Assistant
Add BPMN 2.0 Elements to Your Process Model
Add External Integrations to Your Process Model
Add Connectors to Your Process Model
Add a PM Block to Your Process Model
Use Process Modeler
Designer: Magic Variables and Expression Syntax Components
Reference Magic Variables in ProcessMaker Platform Assets
Expression Syntax Components
Process Analytics Reporting
What is Process Analytics Reporting?
View the Analytics Dashboard
View Your Analytics Reports
Administration
User Management
Group Management
Permission Descriptions for Users and Groups
Manage Saved Searches
Settings
Client Authentication Management
Enhance ProcessMaker Platform Security
Customize the User Interface
Site Design
Dashboards
Menus
Configure Home Screens for Request Participants
Configure a Custom Home Page and/or Menu
Queue Management
Script Executor Management
Analytics Management
Collections
User Interface Language Management
JSON: The Foundation of Request Data
What is Request Data?
What is a Request Variable?
What is JSON?
Download for On-Premises Installation
On-Premises Server Requirements
Download the Open-Source Edition for On-Premises Installation
Open-Source Edition Installation Instructions
Packages
What is a Package?
ProcessMaker Platform Packages
ProcessMaker Platform API Documentation
Access ProcessMaker Platform RESTful API Documentation
ProcessMaker Platform Examples
Client Authentication Example
Collections Examples
Data Connector Examples
Decision Table Examples
DocuSign Package Example
Process Design Examples
Screen Design Examples
Script Executor Examples
SSO SAML Examples
Advanced Development
Develop a Custom Package for Use in ProcessMaker Platform
Deprecation Notices
Deprecation of Advanced Screens Package
Other Links
Download ProcessMaker Platform Open-Source Edition
ProcessMaker Platform Open-Source Edition Installation Instructions
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Customize the User Interface
Customize site design and create dashboards that display BMI and KPI metrics for stakeholders. Customize top-level menus that link to often-used links and Requests.
Here are the articles in this section:
Site Design
Dashboards
Menus
Configure Home Screens for Request Participants
Configure a Custom Home Page and/or Menu
