--- title: "View, Edit, and Search for Processes" slug: "view-edit-and-search-for-processes" updated: 2025-01-24T13:46:01Z published: 2025-01-24T13:46:01Z canonical: "docs.processmaker.com/view-edit-and-search-for-processes" --- > ## 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. # View, Edit, and Search for Processes > [!TIP] > [**Plan Availability:**](https://www.processmaker.com/products/pricing/) ![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Standard.png)![Professional](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Professional.png)![Enterprise](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Enterprise.png) ## View Active and Inactive Processes ProcessMaker Platform displays all active and inactive Processes in one table that Process Designers have created throughout your organization. This makes it easy to manage your Processes. A Process can have one of these status: - **Active**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e854048b-74a2-490c-a462-f401a2eea392.png): The **Active** status indicates that new Requests of the Process can be started and in-progress Requests can be completed. Moreover, Process Designers can edit the Process as needed. Changes made to an active Process are reflected in new Requests only and any in-progress Requests are not affected. - **Inactive**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6bcda2d0-e7b2-4533-bdd3-d007307af602.png): The **Inactive** status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. Moreover, Process Designers can edit the Process as needed. - **Archived**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/dd1135fc-c99b-42b1-8515-21eba84a5418.png): The **Archived** status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. However, Process Designers cannot edit the Process until it is restored. **Permissions** Your user account or group membership must have the "Processes: View Processes" permission to view the list of Processes unless your user account has the **Make this user a Super Admin** setting selected. See the [Processes](/v1/docs/permission-descriptions-for-users-and-groups#processes) permissions or ask your Administrator for assistance. ### Looking for Archived Processes? Click the **Archived Processes** tab to view archived Processes. Follow these steps to view all active and inactive Processes in your organization: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Designer** option from the top menu. The [Designer Welcome Screen](/v1/docs/designer-welcome-screen) displays. 3. Do one of the following: - From the **Assets** pane in the Designer Welcome Screen, mouse-hover over the **Processes** icon, and then select **View All Processes**. ![Designer Welcome Screen Assets](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Assets%20-%20Designer%20Welcome%20Screen.png) - Click the **Processes** icon![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/15ae1d3a-c51c-42f5-8a0f-13c4d5e49cc0.png)from the left sidebar. The **Processes** tab displays all active Processes in the **Processes** page. ![Processes](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Processes%20-%20Designer.png) The **Processes** tab displays the following information in tabular format about active and inactive Processes: - **Name:** The **Name** column displays the Process name. If the Process is not configured correctly, such as with a Process Manager, then the following icon displays preceding the process name:![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/34f1acbc-8c29-4507-ae52-df8c5015c0bc.png). The **Name** column also displays an icon indicating the status of the Process and can have these values: - **Active**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/e854048b-74a2-490c-a462-f401a2eea392.png): The Active status indicates that new Requests of this Process can be started. - **Inactive**![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/6bcda2d0-e7b2-4533-bdd3-d007307af602.png): The Inactive status indicates that no new Requests of this Process can be started. In-progress Requests can complete; they are not affected. - **Category:** The **Category** column displays in which [Process Category](/v1/docs/process-categories) the Process is assigned. - **Owner:** The **Owner** column displays the Process Owner who maintains the Process. Hover your cursor over a user's avatar to view that person's full name. - **Modified:** The **Modified** column displays the date and time the Process was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. - **Created:** The **Created** column displays the date and time the Process was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-profile-settings) **Time zone** setting is specified. ## Edit an Existing Process **Permissions[](/docs/view-edit-and-search-for-processes#permissions-1)** Your user account or group membership must have the following permissions to edit a Process unless your user account has the **Make this user a Super Admin** setting selected: - Processes: Edit Processes - Processes: View Processes See the [Processes](/v1/docs/permission-descriptions-for-users-and-groups#processes) permissions or ask your Administrator for assistance. Follow these steps to edit a Process: 1. [View your Processes](/v1/docs/view-edit-and-search-for-processes). 2. Enter the process name in **Search** setting to filter processes using any of the following criteria: - **Name:** Filter by the Process name that displays in the **Name** column. - **Category:** Filter by the Process [Category](/docs/process-categories) name that displays in the **Category** column. - **Owner:** Filter by the Process Owner's full name that displays in the **Owner** column. 3. Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu next to a process, and then select the **Open in Modeler** option to open the process for editing in the Process Modeler. 4. [Continue editing your process in the Modeler](/v1/docs/process-modeler). > ### Search for a Process > > Use the [Search](/v1/docs/view-edit-and-search-for-processes#search-for-a-process-1) setting to filter Processes that display. > > ### Create a Process > > Click the **+Process** button. See [Create a New Process](/v1/docs/create-a-process#create-a-new-process). > > ### Import a Process > > Click the **Import** button. See [Import a ProcessMaker Platform Process](/v1/docs/import-a-processmaker-platform-process). > > ### Edit a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Edit Process** option. See [Model Your Process](/v1/docs/modeling-objects) for topics. > > ### Save a Process as a Template > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Save as Template** option. See [Create a Template from a Process](/v1/docs/create-a-template-from-a-process). > > ### Save a Process as a PM Block > > 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. See [Create a new PM Block](/v1/docs/create-and-edit-a-pm-block). > > ### Add a Process to a Project > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Add to Project** option. See [Add a Process to a Project](/v1/docs/add-a-process-to-a-project). > > ### Configure a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Configure** option. See [Configure a Process](/v1/docs/configure-general-process-settings). > > ### View Documentation for a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **View Documentation** option. See [View Documentation for a Process](/v1/docs/view-documentation-for-a-process). > > ### Export a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Export** option. See [Export a BPMN-Compliant ProcessMaker Platform Process](/v1/docs/export-a-bpmn-compliant-processmaker-platform-process). > > ### Archive a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Archive** option. See [Archive a Process](/v1/docs/archive-and-restore-a-process). > > ### Pause or Resume All Start Timer Events in a Process > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Pause Start Timer Events** option to stop the schedule for new Requests by pausing all [Start Timer Event](/v1/docs/start-timer-event) elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is not paused. > > Click the ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Ellipsis Icon.png) menu, and then select the **Unpause Start Timer Events** option to resume the schedule for new Requests by resuming all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is paused. > > ### No Processes? > > If no active Processes exist, the following message displays: **No Results**. > > ### Display Information the Way You Want It > > [Control how tabular information displays](/v1/docs/organize-your-inbox), including how to sort columns or how many items display per page. > > ### Go to Home > > Click **Home** go to the [Request Participant Home Screen](/v1/docs/participant-welcome-screen).