Guided Templates
Understand what Guided Templates are in ProcessMaker Platform, and how you can create your own no-code specific-use Process without designing anything.
What are Guided Templates?
Guided Templates are process templates featuring a step-by-step wizard designed to assist you in creating a new process. After completing the wizard, the process becomes available in the Process Launchpad. You can immediately use your process and initiate a request. Other participants, such as those assigned tasks, receive notifications indicating when to participate in the process.
Follow these steps to view the available Guided Templates:
Ensure that you are logged on to ProcessMaker Platform.
Click the Processes option from the top menu. The Processes Browser displays.
From the Add From Templates section of Processes Browser, click Guided Templates to view the available templates.
Select one of the following available templates:
Expense Report.
Guided Invoice Approval.
Enter information as requested by the Guided Template, and click the Next button to proceed to the next step in the wizard.
Click the Save and Finish button at the last step of the Guided Template to complete the wizard.
After stepping through the wizard to quickly configure your Process, the Guided Template publishes your Process in the Process Launchpad. You can immediately start a case for your process, and other participants will receive notifications when it's their turn to participate.
Watch the following product tours to learn how to use Guided Templates.
Use the Expense Report Guided Template
Watch the following product tours to learn how to use the Expense Report Guided Template.
Create an Expense Report Process
Submit a New Expense Report
Review and Approve an Expense Report
Use the Invoice Approval Guided Template
Watch the following product tours to learn how to use the Invoice Approval Guided Template.
Create an Invoice Approval Process
Start a New Invoice Approval Request
Review and Submit Invoice Approval request
Re-Run a Guided Template to Reconfigure a Process
Re-run a Guided Template to reconfigure a Process you created from that Guided Template. Upon re-running a Guided Template, your Process is reconfigured based on the revised information you provide in its wizard. Re-running a Guided Template does not create a duplicate Process. Instead, it replaces the existing Process.
Follow these steps to re-run a Guided Template:
View the Guided Templates. The Guided Templates display.
Locate the Guided Template you used to create your Process.
Click on that Guided Template's card.
Click the Re-run Wizard link.
Step through the Guided Template wizard again, and provided revised information for your Process.
Click the Save and Finish button at the last step of the Guided Template to complete wizard.
After stepping through the wizard again, the Guided Template republishes your Process in Process Launchpad.
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