---
title: "Create and Edit a PM Block"
slug: "create-and-edit-a-pm-block"
updated: 2025-04-17T19:29:17Z
published: 2025-04-17T19:29:17Z
canonical: "docs.processmaker.com/create-and-edit-a-pm-block"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Edit a PM Block

## Create a New PM Block

[Embedded content](https://cdn.iframe.ly/N1ApWYk)

**Permissions**

Your user account or group membership must have the following permissions to create a new PM Block unless your user account has the **Make this user a Super Admin** setting selected:

- PM Blocks: Create PM Blocks
- PM Blocks: View PM Blocks

See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance.

Follow these steps to create a new PM Block:

1. [Create a new Process](/v1/docs/create-a-process). PM Blocks cannot be created from Process Templates.
2. In Process Modeler, design and/or configure the Process model using BPMN elements and connectors to meet your PM Block's functionality.
3. [Publish the Process model](/v1/docs/publish-your-process-model).
4. [View your active Processes](/v1/docs/view-edit-and-search-for-processes).
5. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Save As PM Block** option. The **Publish PM Block** screen displays. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Publish PM Block.png)
6. From the **PM Block Name** setting, enter a name for the PM Block. This name must be unique from other PM Blocks. This is a required setting.
7. In the **Description** setting, enter a description of the PM Block. This description displays below the name of the PM Block from the **PM Blocks** page. This is a required setting.
8. From the **Icon** setting, select a different icon from the default. By default, PM Blocks use the **Cube** icon. This is a required setting.
9. From the **Author** setting, enter the name of the user who created the PM Block. This is a required setting.
10. From the **Version** setting, enter the version of the PM Block.
11. From the **Category** drop-down menu, select one or more [PM Block Categories](/v1/docs/pm-blocks) to associate with this PM Block. In doing so, PM Block Categories may be sorted from the **PM Blocks** page. To remove a PM Block Category that is currently selected, click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ccaa0cc2-7520-4b54-80f1-9bdb4847f0d6.png) icon for that selection or press `Enter` when the drop-down is visible. This is a required setting.
12. Click **Publish**. The following message displays: **PM Block successfully created**. The PM Block displays in the **PM Blocks** page.
13. [Configure the PM Block](/v1/docs/configure-a-pm-block).

---

## Edit a PM Block

PM Blocks are edited in Process Modeler. Note that an [imported](/v1/docs/import-and-export-a-pm-block) PM Block may be edited only if it was not locked when it was exported. Editing a PM Block involves revising the functional design of Process Modeler objects in that PM Block, including its BPMN elements and/or connectors.

Separately, revise the [configuration settings](/v1/docs/configure-a-pm-block) that Process Designers use to implement how each instance of that PM Block functions. The configuration settings are built in Process Modeler are separate from the PM Block's functional design.

**Permissions**

Your user account or group membership must have the following permissions to edit a PM Block unless your user account has the **Make this user a Super Admin** setting selected:

- PM Blocks: Edit PM Blocks
- PM Blocks: View PM Blocks

See the [PM Blocks](/v1/docs/permission-descriptions-for-users-and-groups#pm-blocks) permissions or ask your Administrator for assistance.

Follow these steps to edit a PM Block:

1. [View your PM Blocks](/v1/docs/pm-blocks#view-all-pm-blocks). The **PM Blocks** page displays.

![PM Blocks.png](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/PM%20Blocks.png)
2. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Edit PM Block** option for the PM Block to edit. The PM Block opens in Process Modeler.
3. Edit the PM Block as necessary.
4. Click the **Publish** button to publish a new version of this PM Block that includes the revisions.