Designer Welcome Screen
Learn what the Home Screen is for Process Designers, and how they organize your Project assets.
Overview
The Designer Home Screen serves as your central dashboard, efficiently organizing your daily tasks as a Process Designer. Here, you can swiftly access Projects and their associated assets all in one convenient location.
Quickly access the following:
Shortcuts to view or create these assets:
Shortcuts to your Projects and the assets in them
View the Designer Welcome Screen
Follow these steps to view the Designer Home Screen:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer Home Screen displays.
View these panes in the Home Screen:
Quickly View or Create Assets
View the Designer Welcome Screen to view the Assets pane.
From the Assets pane, mouse-hover over any of the following to create or view all assets of that type.
Processes: Create a new Process.
Screens: Create a new Screen.
Scripts: Create a new Script.
Decision Tables: Create a new Decision Table.
Data Connectors: Create a new Data Connector.
FlowGenie: Create a new FlowGenie.
Quickly Access your Assets
View the Designer Home Screen to view the Recent Assets pane.
From the Recent Assets pane, click an asset that you recently accessed. The Recent Assets pane displays the following information:
Type: The Type column displays the type of asset.
Name: The Name column displays the name of the asset. Click the name to edit the asset.
Last Modified: The Last Modified column displays when the asset was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Quickly Access Your Projects
View the Designer Home Screen to view the My Projects pane.
The default My Projects section displays the following about your Projects:
Name: The Name column displays the name of the Project.
Modified: The Modified column displays the date and time any new asset is added or any of its assets modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Open option. See Open a Project.
Delete option. See Delete a Project.
Export option. See Export a Project.
Navigating Asset Lists
Use the following tips to control how tabular information displays in your asset lists. Control information as follows:
Click the drop-down to the right of the pagination buttons to adjust how many records display on each page. Select to display 10, 25 or 50 rows per page. Ten records per page displays by default.
If there are fewer than 10 records to display in the table, pagination functions do not display.
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