--- title: "Screens Types" slug: "screens-types" updated: 2025-08-26T19:46:34Z published: 2025-08-26T19:46:34Z canonical: "docs.processmaker.com/screens-types" --- > ## 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. # Screens Types A Screen serves as the interface where process participants can view or interact with information. It provides a way for participants to enter, edit, or review information within a process, enabling seamless interaction with the system. Screens can be reused across multiple Processes that require the same type of information, such as a person's name, email address, or other business details. Here are a few ways participants can interact with Screens: - Enter data needed in a case. - Review information and then approve or reject a case. - [Upload](/v1/docs/file-upload-control) or [download](/v1/docs/file-download-control) documents as attachments. - Display information from [Script](/v1/docs/scripts) output. - Acquire a [digital signature](/v1/docs/signature-control), and then display that digital signature in another Screen. Designers can design Screens that only display information in useful ways: - Use [Saved Search charts](/v1/docs/saved-search-chart-control) to display key performance indicators (KPIs) to monitor your business goals. - Display commonly used information and downloadable files for your employees. For example, create a dashboard that serves as a portal for all your employees to read special announcements, download the employee handbook, and display relevant Collection record information. - [Preview a file](/v1/docs/file-preview-control). ## Screen Types There are many ways to design Screens to digitize your business needs across your business solutions and reuse them across multiple Processes using the following Screen types: - [Form Screens](/v1/docs/screens-types#form-screens) - [Display Screens](/v1/docs/screens-types#display-screens) - [Email Screens](/v1/docs/screens-types#email-screens) - [Conversational Screens](/v1/docs/screens-types#conversational-screens) ### Form Screens This is the most commonly used screen type. Use the Form-type Screen to design interactive and complex multi-page forms. Below are a few ways that Request participants might interact with a digital form: - Enter information, such as name and email address, to apply for a loan. - Approve the department budget. - [Upload](/v1/docs/file-upload-control) or [download](/v1/docs/file-download-control) documents. Following screen controls are available for designing the Form-type Screen: ****AI Assistant**** - [AI Generated](/v1/docs/generate-your-screen-using-ai-assistant) control ****Input Fields**** - [Line Input](/v1/docs/line-input-control) control - [Select List](/v1/docs/select-list-control) control - [Submit Button](/v1/docs/submit-button-control) control - [Textarea](/v1/docs/textarea-control) control - [Date Picker](/v1/docs/date-picker-control) control - [Checkbox](/v1/docs/checkbox-control) control - [Photo/Video](/v1/docs/photovideo-control) control - [Signature](/v1/docs/signature-control) control ****Content Fields**** - [Rich Text](/v1/docs/rich-text-control) control - [Multicolumn / Table](/v1/docs/multicolumn-table-control) control - [Image](/v1/docs/image-control) control - [Record List](/v1/docs/record-list-control) control - [Loop](/v1/docs/loop-control) control (with limited functionality) - [Nested Screen](/v1/docs/nested-screen-control) control - [Collection Record](/v1/docs/fall-2024-collection-record-control) control ****Navigation**** - [Page Navigation](/v1/docs/page-navigation-control) control ****Files**** - [File Upload](/v1/docs/file-upload-control) control - [File Download](/v1/docs/file-download-control) control - [File Preview](/v1/docs/file-preview-control) control ****Advanced**** - [Bootstrap Component](/v1/docs/bootstrap-component-control) control - [Bootstrap Wrapper](/v1/docs/bootstrap-wrapper-control) control - [Captcha](/v1/docs/captcha-control) control - [Google Places](/v1/docs/google-places-control) control - [Saved Search Chart](/v1/docs/saved-search-chart-control) control ### Display Screens Use the Display Screen to display read-only information or allow Request participants to download files. The Display type has limited functionality compared to the Form type, but dashboards and [Request participant Welcome Screens](/v1/docs/participant-welcome-screen) use Display-type Screens to display key performance indicators (KPIs) and commonly used information for specific business stakeholders in your organization. The Display type provides the following controls in Screen Builder: ****Content Fields**** - [Rich Text](/v1/docs/rich-text-control) control - [Multicolumn / Table](/v1/docs/multicolumn-table-control) control - [Image](/v1/docs/image-control) control - [Record List](/v1/docs/record-list-control) control - [Loop](/v1/docs/loop-control) control (with limited functionality) - [Nested Screen](/v1/docs/nested-screen-control) control - [Collection Record](/v1/docs/fall-2024-collection-record-control) control ****Dashboard**** - [User Avatar](/v1/docs/user-avatar-control) control - [Saved Search Chart](/v1/docs/saved-search-chart-control) control - [List Table](/v1/docs/list-table-control) control ****Fields**** - [File Download](/v1/docs/file-download-control) control - [File Preview](/v1/docs/file-preview-control) control ### Email Screens Use the Email Screen to compose the email body for email messages. The Email type provides the following controls in Screen Builder: ****Content fields**** - [Rich Text](/v1/docs/rich-text-control) control - [Record List](/v1/docs/record-list-control) control - [Submit Button](/v1/docs/submit-button-control) control - [Link URL](/v1/docs/link-url-control) control > [!NOTE] > The [Send Email connector](/v1/docs/send-email-connector) and [Actions By Email connector](/v1/docs/actions-by-email-connector) can reference Email-type screens. ### Conversational Screens Use the Conversational Screen to design functional rule-based modern chat style experiences. When a Conversational-type Screen renders, that Screen displays as a streaming interactive chat box from which the Request participant interacts with the automated chat. See [What is a Conversational Screen?](/v1/docs/conversational-screens#overview) for more information regarding how Conversational-type Screens function. The Conversational type provides the following controls in Screen Builder: ****Input fields**** - [Line Input](/v1/docs/line-input-control) control - [Select List](/v1/docs/select-list-control) control ****Content fields**** - [Rich Text](/v1/docs/rich-text-control) control ## View all Screens ProcessMaker Platform displays all Screens in one location that is accessible to all process designers with permissions to view these Screens. **Permissions** 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](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) permissions or ask your Administrator for assistance. Follow these steps to view all Screens in your organization: 1. ​[Log on](/v1/docs/log-in-options-settings) to ProcessMaker Platform. 2. Click the **Designer** option from the top menu to view the [Designer Welcome Screen](/v1/docs/designer-welcome-screen). 3. Do one of the following: - From the **Assets** pane, hover over the **Screens** icon, and then select **View All Screens**. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/28947ef7-a8e4-4fcb-bf8a-15a1c6134261.png) - Click the **Screens** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/2b8be8af-3253-485f-ad1e-bf9e375b2aae.png) from the left sidebar to view a list of Screens. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/29f3bd20-1bd6-4616-87a4-b58ebd4858d2.png) 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 [Screen Builder](/v1/docs/screen-builder). - **Description:** The **Description** column displays the description of the Screen. See [Manage Screens](/v1/docs/manage-screens) for more information. - **Category:** The **Category** column displays a [Screen Category](/v1/docs/screen-categories) to which the Screen is assigned. - **Type:** The **Type** column displays the type of the Screen. See [Screen Types](/v1/docs/screens-types#screen-types). - **Modified:** The **Modified** column displays the date and time the Screen was last modified. - **Created:** The **Created** column displays the date and time the Screen was created. ***Note*:** All time zone settings are according to the ProcessMaker Platform instance or the **Time zone** setting your [user profile](/v1/docs/profile-settings#change-your-profile-settings). ## Edit a Screen Follow these steps to edit a Screen: 1. [View all Screens](/v1/docs/screens-types#view-all-screens). 2. Hover over a row in the list of screens, click on the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e0a167f2-86ec-4b88-ae20-ffb77dae6a76.png) menu and select the **Edit Screen** option. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/a641d5a2-fdc1-480e-bc3e-1d7d5267ce97.png) 3. The Screen will display in the Screen Builder ready for your changes. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ea1ec117-cabd-4b0d-ab31-127e7e2df449.png) 4. Follow instructions in the [Screen Builder](/v1/docs/screen-builder) section to edit the Screen. ## Search for a Screen **Permissions[](/docs/screens-types#permissions-1)** Your user account or group membership must have the "Screens: View Screens" permission to search for Screens unless your user account has the **Make this user a Super Admin** setting selected. See the [Screens](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) permissions or ask your Administrator for assistance. Use the **Search** function to filter all Screens from the **Screens** page based on your entered text. Follow these steps to search for a Screen: 1. [View your Screens.](/v1/docs/screens-types#view-all-screens) The **Screens** page displays. 2. In the **Search** setting, enter the text to filter Screens using any of the following criteria: - **Name:** Filter by the Screen name that displays in the **Name** column. - **Category:** Filter by the Screen Category name that displays in the **Category** column. - **Description:** Filter by the Screen description that displays in the **Description** column. As you enter text into the **Search** setting, Screens display that match your entered text. > [!NOTE] > If there are no search results, the following message displays: **No Results**. ## Related - [Screen Categories](/screen-categories.md) - [Create a New Screen](/create-a-new-screen.md) - [Manage Screens](/manage-screens.md) - [Import and Export a Screen](/import-and-export-a-screen.md)