IDP Connector
Integrate ProcessMaker IDP into your business Processes.
IDP connector integrates ProcessMaker IDP into ProcessMaker Platform. ProcessMaker IDP is ProcessMaker's intelligent document processing (IDP) solution.
Furthermore, your user account or group membership must have the following permissions to configure an IDP connector to the Process model unless your user account has the Make this user a Super Admin setting selected:
- Processes: Edit Processes
- Processes: View Processes
Add an IDP connector from one of the following locations in Process Modeler:
- Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and PM Blocks which may be added to the Process model.
- Objects bar: The Objects bar is at the bottom of the Process Modeler canvas. This bar contains pinned Process model objects which are easily accessible to add to the Process model.
Add from the Explorer panel
Add from the Objects bar
Follow these steps to add an IDP connector from the Explorer panel to the Process model:
- 1.Ensure that the Explorer panel is visible. If not, click the Add iconfrom the Objects bar to display the Explorer panel.
- 2.Locate the IDP object category from one of the following locations in the Explorer panel:
- Pinned Objects: The IDP object category displays from the Pinned Objects section when it is pinned. This element type is not pinned by default.
- Object Category: The IDP object category displays from the Object Category section when it is not pinned.
- 3.Click the IDP object category.Its icon displays adjacent to the mouse icon to indicate this connector type may be placed into the Process model.
- 4.Click the location in the Process model to place this connector. If a Pool element is in your Process model, the IDP connector cannot be placed outside of the Pool element.
Follow these steps to add an IDP connector from the Objects bar to the Process model:
- 1.
- 2.Click the IDP object category's icon. This object's icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.
- 3.Click the location in the Process model to place this element. If a Pool element is in your Process model, the IDP connector cannot be placed outside of the Pool element.
After adding the IDP connector, consider adding the following Boundary-type Process model elements to design business solutions when your best-case scenarios don't happen: