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View Screens

View the Screens in your organization.

View All Screens

ProcessMaker Platform displays all Screens in one location. Any Screen developed by any Process designer can be used in any Process. This makes it easy to manage Screens.
Your user account or group membership must have the "Screens: View Screens" permission to view the list of Screens unless your user account has the Make this user a Super Admin setting selected.
See the Screens permissions or ask your Administrator for assistance.
Follow these steps to view all Screens in your organization:
  1. 1.
    Log on to ProcessMaker Platform.
  2. 2.
    Click the Designer option from the top menu. The Designer Welcome Screen displays.
  3. 3.
    Do one of the following:
    • From the Assets pane in the Designer Welcome Screen, mouse-hover over the Screens icon, and then select View All Screens.
    • Click the Screens icon
      from the left sidebar. The Screens tab displays all Screens in the Screens page.
"Screens" page displays all Screens in your organization
The Screens page displays the following information in tabular format about Screens:
  • Name: The Name column displays the name of the Screen. Click the name to edit the Screen in Screens Builder.
  • Description: The Description column displays the description of the Screen. See Edit Script Configuration for more information.
  • Category: The Category column displays to which Screen Category the Screen is assigned.
  • Type: The Type column displays which type the Screen is. See Screen Types.
  • Modified: The Modified column displays the date and time the Screen 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.
  • Created: The Created column displays the date and time the Screen was created. 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.

Search for a Screen

Use the Search setting to filter Screens that display.

Create a Screen

Click the +Screen button. See Create a New Screen.

Import a Screen

Click the Import button. See Import a Screen.

Edit a Screen

Click the ellipses
icon, and then select the Edit Screen option or click the Screen name. See Screens Builder for topics.

Configure a Screen

Click the ellipses
icon, and then select the Configure option. See Edit Screen Configuration.

Add a Screen to a Project

Click the ellipses
icon, and then select the Add to Project option. See Add a Screen to a Project.

Copy a Screen

Click the ellipses
icon, and then select the Copy option. See Copy a Screen.

Export a Screen

Click the ellipses
icon, and then select the Export option. See Export a Screen.

Delete a Screen

Click the ellipses
icon, and then select the Delete option. See Delete a Screen.

No Screens?

If no Screens exist, the following message displays: No Data Available.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.
Last modified 2mo ago
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