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:

  1. Ensure that you are logged on to ProcessMaker Platform.

  2. Click the Processes option from the top menu. The Processes Browser displays.

  3. From the Add From Templates section of Processes Browser, click Guided Templates. The Guided Templates display.

Watch the following product tour to learn how to use a Guided Template.

Create a Process Using a Guided Template

A Guided Template steps you through a wizard to create your own Process based on the use case that Guided Template addresses.

Follow these steps to create a Process using a Guided Template:

  1. View the Guided Templates. The Guided Templates display.

  2. Click on the Guided Template's card.

  3. The Guided Template wizard walks you through the steps to configure your Process's implementation of that Guided Template. Enter information as requested by the Guided Template, and click the Next button to proceed to the next step in the wizard.

  4. 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 Process Launchpad. You may immediately use your Process: start a Request and its corresponding Case. Other participants, such as those assigned Tasks, receive notifications when to participate in your Process.

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:

  1. View the Guided Templates. The Guided Templates display.

  2. Locate the Guided Template you used to create your Process.

  3. Click on that Guided Template's card.

  4. Click the Re-run Wizard link.

  5. Step through the Guided Template wizard again, and provided revised information for your Process.

  6. 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.

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

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