View Documentation for a Process Template

View documentation for your Process Template.

What is Template Documentation?

The Template Documentation option is available to view documentation for your Process Templates. Entered documentation is for informational purposes only and does not affect Request workflow.

The documentation displays as a page within ProcessMaker Platform. Use the Web browser to print or save as a PDF if your browser supports those functions.

Process Template documentation has the following attributes:

  • The page generated by the Documentation package provides the following information about the Process Template:

    • The name of the Process Template.

    • When was the Process Template last updated and by whom.

    • A description of the Process Template as entered when creating a new template.

    • An image of the Process model in the Process Template.

    • Names of all Process model elements and/or connectors and their unique node IDs.

  • The documented description of each Process element and/or connector. If no description has been entered for an element/connector, the following message displays: No Documentation Found.

Below is an example of a documented Process Template.

View Process Template Documentation

Follow these steps to view documentation for a Process Template:

  1. View all Process Templates. The Templates tab displays.

  2. Alternatively, use the print or save as PDF functions of your Web browser to print or save Process Template documentation.

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