DevLink

DevLink provides a streamlined way to manage, share, and synchronize assets across ProcessMaker instances, enabling administrators to maintain consistency and making the transition from development to production seamless. Key capabilities include:

• Consistent Configuration: Use DevLink to ensure all linked instances share the same assets, reducing discrepancies and errors.

• Streamlined Deployment: Bundle assets for easy deployment to multiple instances, ensuring consistency across different environments.

This feature automates synchronization, reducing administrative effort of moving each individual asset and ensuring up-to-date asset management. Once linked, any changes in assets can be updated across all linked instances in minutes.

Setting up DevLink involves two steps:

• DevLink Configuration: Link ProcessMaker instances to enable secure, automated asset sharing.

• Bundle Creation and Management: Package assets into bundles and update linked instances when bundles are modified.

Watch the following product tour to learn how to use DevLink for environment synchronization.

DevLink Configuration

Follow these steps to link instances in your organization:

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

2. Access the Admin tab from the top menu, and then click the DevLink icon from the left sidebar.

3. Click the Add Instance button to add a new instance.
   

4. Enter the name and the target instance URL, then click Create.

5. You will be redirected to the target instance’s login page. Enter login credentials and sign in.
   

6. After entering credentials, authorize the connection request from the target instance.
   Note: Only Super Admin users can authorize DevLink connections.
   

7. Once authorized, the instances will be linked, allowing secure sharing of assets and configurations.
   

Connection Troubleshooting

• Verify that the URL entered for the target instance is correct and it is reachable.

• Confirm that the target instance has been upgraded to the Winter 2025 release.

• Ensure that you are using Super Admin credentials for both local and target instances.

• If the connection times out, contact ProcessMaker Support to adjust the session timeout setting for your instances.

Bundle Creation and Management

Bundles are packaged groups of assets such as processes, screens, scripts, data connectors, and settings, that can be shared and installed across different instances.  Bundles streamline deployment, simplify version control, and ensure consistency, making it easy for administrators to manage assets across environments. Key capabilities include:

• Comprehensive Asset Management: Include various assets, from processes and screens to data connectors and scripts, within a single bundle for easy deployment across instances.

• Efficient Version Control: Track and manage different versions of assets, ensuring all linked instances maintain the latest updates and changes.

• Admin Control: Administrators can create, lock, and update bundles as needed, granting full control over assets across instances.

• Seamless Environment Synchronization: Enable standardization across environments by managing consistent assets across all linked instances.

Create a Bundle

Follow these steps to create a new bundle:

1. Access the Admin tab from the top menu, then click the DevLink icon from the left sidebar.

2. Click the Local Bundles tab, and then click the Create Bundle button to create a new Bundle.
   

3. Enter a name for the Bundle and click Create. The new bundle is added to the list of bundles.
   

4. Click the Published toggle key to make the bundle visible in any linked instances.

5. Lock the bundle at any time by disabling the Published toggle key.

Add Assets to a Bundle

Follow these steps to add assets to a bundle:

1. Access your assets from the Designer Welcome Screen. Such as the Process List.
   

2. Click the options menu and click Add to Bundle.

3. Select the required bundle from the list.
   

4. Click Save.

Bundle Guidelines

• The following assets can be shared within bundles:

  • Processes

  • Screens

  • Scripts

  • Data Connectors

  • Collections

  • Decision Tables

  • FlowGenies

• When a process is downloaded from a bundle, all related assets, along with their configurations, are automatically imported to ensure seamless integration.

Install a Complete Bundle

1. Access the Admin tab from the top menu, then click the DevLink icon from the left sidebar.

2. Click a linked instance to view the available bundles in it.
   

3. Choose the bundle you want to install in your instance, and then click the install icon .
   

4. If assets in the bundle already exist in the destination instance, the install icon will not be displayed.

5. Once installed, the bundle will appear in the Local Bundles tab. The Origin column indicates whether a bundle is local or synced from another instance.

6. Click the options menu to reinstall any of the bundles, if needed.

7. Click Open to view the assets in the Bundle.

8. Click Delete to remove a Bundle from this instance.

   When a process is downloaded from a bundle, all related assets, along with their configurations, are automatically imported to ensure seamless integration.

Install Selected Assets

1. Access the Admin tab from the top menu, then click the DevLink icon from the left sidebar.

2. Click a linked instance to view available bundles.

3. Click the Assets tab to view available assets.
   

4. Click the View button next to an asset type to view relevant assets.
   

5. Choose an asset and click the cloud icon to copy it into the current instance. Click Ok.
   

6. Click OK to start the installation.

7. Once the installation completes, the assets can be accessed from the Designer Welcome Screen. For example if the asset is a process, it displays in the Process List.