ProcessMaker Platform Fall 2023 Documentation

Welcome to ProcessMaker Platform documentation for the Fall 2023 release. Let's get started.

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How Do I Get Started with ProcessMaker Platform Fall 2023?

See What's New: Release Notes for ProcessMaker Platform Fall 2023

Learn what's new in this release

Fall 2023 Quick Start Guide

Quickly start on new ProcessMaker Platform Fall 2023 features

ProcessMaker Platform and Classic Quick Start Guide

Are you on PM3? Get excited about ProcessMaker Platform! Quickly learn everything you need to know!

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What Should I Get Excited About Fall 2023?

Projects

Projects help you organize and collaborate with your team

AI Assistant

AI Assistant can model your Process, Script, or Screen from your natural language description

CDATA External Integrations

Connect to external integrations via CDATA drivers

Designers

How Can Process Designers Become More Productive?

Organize and collaborate using Projects, Processes, and their related assets.

• What Are Projects? How Do They Help Me Collaborate?

• How Can I Use AI for No-Code Designing?

• How Can I Create a Process?

• How Can I Design Processes Faster With Others?

• What Are Commonly Used Process Modeling Elements?

• How Do I Create Digital Forms?

• What Essential Assets Can My Process Use?

• What Other Powerful Assets Can My Process Use?

• How Do I Test My Process?

• How Do I Optimize My Process?

What Are Projects? How Do They Help Me Collaborate?

What is a Project?

Projects help you organize and collaborate with your team

Create a New Project

Create one location from which to share assets all team members can use

Invite or Remove Members in a Project

Invited collaborators have full access to your Project assets, regardless of user or group permissions

Add an Asset to a Project

Assets may include:

• Processes

• Screens

• Scripts

• Data Connectors

• Decision Tables

Import a Project

Import a Project that contains all of its assets

Export a Project

Export a Project that contains all of its assets

What is a Designer Home Screen?

Quickly access your Projects, recent Project assets, or create new ones

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How Can I Use AI for No-Code Designing?

Create a New Process Using AI Assistant

AI Assistant can model your Process from your natural language description

Create a New Script Using AI Assistant

AI Assistant can code, clean, document, or explain your Script

Generate a Screen Using AI Assistant

AI Assistant can generate your Screen without knowing how to use Screen Builder controls

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How Can I Create a Process?

What is a Process?

A Process is a set of steps and decisions to complete a particular goal

Create a New Blank Process

Create from a blank canvas

Create a New Process Using AI Assistant

AI Assistant can model your Process from your natural language description

Create a Process from a Template

Explore the possibilities by creating a Process from a Template

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How Can I Design Processes Faster?

Collaborate in Real-Time with Designers in Process Modeler

Collaborate with your teammates to design faster, innovate together, and improve productivity

Preview Assets from Process Modeler

Preview the Screen, Script, Decision Table, and Email Screen directly from the Process model object to evaluate what the participant will experience

Quickly Create Assets

Quickly create assets for:

• Form Task elements

• Manual Task elements

• Script Task elements

• PDF Generator connectors

Write Comments to Collaborators Within Process Modeler (Beta)

Write comments to your collaborators directly from Process Modeler to maximize productivity. They receive your comments as notifications to view them.

Test Your Processes Using Scenarios

Use Process Testing to evaluate runtime behavior of a Process. A Process Scenario contains the scope of a Process Test run using mock Request data.

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What Are Commonly Used Process Modeling Elements?

Start Event element

Starts a Request and sets who may do so

Form Task element

Assigns a Task to a person with a digital form

Exclusive Gateway element

Determines the outcome to a decision based on workflow conditions

End Event element

Ends a Request

All BPMN 2.0 elements

Learn more about all BPMN 2.0 ProcessMaker Platform supports

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How Do I Create Digital Forms?

What is a Screen?

Screens are digital forms which participants interact with information

Create a New Screen

Create digital forms for Tasks

Generate a Screen Using AI Assistant

AI Assistant can generate your Screen without knowing how to use Screen Builder controls

Link a Screen to a Task

Link a Screen to a Form Task element--or quickly create one

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What Essential Assets Can My Process Use?

What is a Script?

Create scripts in C#, Java, JavaScript, Lua, PHP, Python, and R

What is a Connector?

Connect to a third-party service, designed by ProcessMaker

What is a Decision Table?

Design for different business rules that may be used in any Process

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What Other Powerful Assets Can My Process Use?

What is a Data Connector?

Create a connector that accesses RESTful or SOAP data sources

What is a PM Block?

A Reusable Process Modeler Object Composed of Other Objects

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How Do I Test My Process?

What is a Scenario in Process Testing?

A Process Scenario contains the scope of a Process Test run using mock Request data to evaluate runtime behavior

Create a Scenario for a Process

Create the Scenario that contains the JSON data model that mocks the Request data during Process Testing

Run a Process Test Using a Scenario

Run a Process test using a configured scenario that tests workflow using mock Request data without affecting production instances or logs of that Process

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How Do I Optimize My Process?

What is Process Analytics Reporting?

View pre-developed reports that provide insight and analysis of how well your Processes perform

View the Analytics Dashboard

Review your organization's Analytics Reports to analyze Process data

View Your Analytics Reports

View Analytics Reports created for you

Participants

How Do I Interact With Processes and Tasks?

Start participating in Requests, Tasks, and Projects

Projects? What are Projects?

As a Project member, organize assets and collaborate with others to fulfill the same goal. Have complete access to the following assets for any Project of which you are a member:

• Processes

• Screens

• Scripts

• Data Connectors

• Decision Tables

You're not in a Project yet? Then create your own!

What if I've never designed anything before?

Then let ProcessMaker's AI Assistant design a Process, Screen, or Script for you!

Start a Request

Start an instance of a Process

View Your Tasks

View your assigned Tasks. Even better? Complete your Tasks from preview.

Self-Assign Tasks

View Tasks to Self-Service

Navigate Your Request Data Using an Intuitive Browser

Review your Request data in an easy-to-use browser where JSON displays as visualized in a tree structure

Work from Mobile and Desktop

Work with Requests and Tasks from your mobile device

Request Participant Home Screen

Quickly access:

• your assigned Tasks

• your Requests

• Requests you can start

• Process Analytics Reports

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Analytics

What is Process Analytics Reporting?

View graphical reports that provide insight and analysis of how well your Processes perform

View the Analytics Dashboard

Review your organization's Analytics Reports in a dashboard view to analyze Process data

View Your Analytics Reports

Review Analytics Reports configured for you

Administrators

How Do I Administer ProcessMaker Platform?

Start administering platform-wide settings

Create a New User Account

Create a user account and assign it platform permissions

Create a New Group

Organize users into groups (and groups into groups) to better manage user permissions

Manage Platform Settings

Manage settings for DocuSign, External Integrations, IDP, LDAP, SCIM, SSO, and others

Connect to CDATA External Integrations

Connect to external integrations via CDATA drivers

Create a New Authenticated Client

Grant applications access to ProcessMaker Platform

Improved SSO

More SSO configuration options, including

• automatic registration

• set user/group permissions for new users

• even more

Customize the User Interface

Customize branding, dashboards, top-level menus, and other UI

Create a New Script Executor

Create a container from which to run Scripts

Create an Analytics Report

Create graphical Process Analytics Reports for Process Managers to take insight how to optimize their Processes

Create a New Collection

Manage record Collections, designed to be your "Source of Truth" for data storage in ProcessMaker Platform

Edit Text that Displays in the User Interface

Manage text labels within ProcessMaker Platform

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ProcessMaker documentation and Release Notes may change without notice.

Current production version: ProcessMaker Platform Fall 2023.1, released November 24, 2023. All customer production deployments upgrade to the latest version. See Release Notes.

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