How to Use This Document

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Overview

ProcessMaker Platform is a next-generation intelligent business process management software (iBPMs) platform for the enterprise to easily design and implement BPMN 2.0 compliant business processes within a modern and extensible system.

ProcessMaker Platform is a low-code, intelligent BPM platform for enterprises that want to get to, and stay ahead of, digital transformation. ProcessMaker Platform orchestrates both people, processes, and systems to build strong, future-proof companies to outlast the competition and become engines for innovation.

Our latest release empowers business users and developers alike to use the most cutting-edge workflow automation tools to digitally transform any business for success. ProcessMaker Platform builds on popular BPM and workflow features and contains elegant functionality in our most powerful platform yet.

Our goal for ProcessMaker Platform is to deliver simplicity, but to allow complexity. ProcessMaker Platform is easy to use, and allows you to design customized processes and end-user experiences.

Use This Document Based on How You Use ProcessMaker Platform

This document is organized based on how different roles use ProcessMaker Platform. Refer to the following roles:

• User

• Designer

• Administrator

User

User

A participant interacts and participates in Requests, their Tasks, and/or Collections.

Refer to the User section in the left menu that includes the following topics:

• User Essentials

• User Welcome Screen

• Process Launchpad

• Request and Cases

• Task Management

• Global AI Search

• Saved Searches

• Process Analytics

• File Management

Designer

Designer

A Designer organizes, designs, and maintains business solutions and their assets that participants use to make Requests.

Refer to the Designer sections in the left menu that include the following topics:

Designer - Basics

• Designer Welcome Screen

• Project Management

• Process Management

• Process Templates

• Guided Templates

• Magic Variables

• FEEL Expression Syntax

Designer - Modeler

• All-in-One AI Asset Generation

• Real-time Collaboration

• Process Modeler

• Modeling Objects

• Connectors

• Decision Tables

• PM Blocks

• Process Testing

Designer - Screens

• Screens

• Screen Templates

• Screen Builder

• Custom CSS

• Calculated Properties

• Watchers

• Conversational Screens

Designer - Advanced

• External Integrations

• Environment Variables

• Data Connectors

• Scripts

• Signals

• Vocabularies

Administrator

Administrator

An Administrator administers ProcessMaker Platform.

Refer to the Administration section in the left menu that includes the following topics:

• Users and Groups

• Permission Descriptions for Users and Groups

• Analytics Management

• Collections

• Manage Saved Searches

• Settings

• Client Authentication Management

• Customize the User Interface

• Queue Management

• Script Executor Management

• User Interface Language Management

Document Conventions

This document uses different font styles, types, and weights to represent types of information. The conventions described below are used in paragraphs and do not represent style variations in document titles or headers, nor standard document conventions such as for hyperlinks.

The table below describes these document conventions.

Convention	Description	Examples
Bold	Represents the following: Application labels such as for menus, fields, and panels Application messages displayed to the user	Click the Submit button. The following message displays: The file was saved successfully.
Code	Represents the following: File extension types Code samples and code blocks	A .deb file extension is downloaded. npm install