Generate a New Asset for a Process Using AI Assistant

Place a Process model object that uses ProcessMaker Artificial Intelligence (AI) to generate a new Sub-Process, Screen, or Script with a natural language description.

Overview

Use ProcessMaker AI's Assistant to create objects for your Process without knowing BPMN. From within Process Modeler, use the AI Generated object to create assets for your Process model. Place the AI Generated object onto your Process model like any other object, and then select to generate any of the following assets using natural language:

• Sub Process: ProcessMaker AI creates a Process using your natural language description. After creating your AI-generated Process, the current AI Generated object becomes a Sub Process element that references the new Process you created using AI.

• Screen: ProcessMaker AI creates a Screen using your natural language description. After using the AI Control to create your Screen, the current AI Generated object in this Process becomes a Form Task element that references the new Screen you created using AI.

• Script: ProcessMaker AI creates Script using your natural language description. After using the the AI Assistant, the current AI Generated object in this Process becomes a Script Task element that references the new Script you created using AI.

An AI Generated object must be added to your Process model for it to generate a selected asset.

AI Assistant in Process Modeler

AI Assistant in Process Modeler

AI Assistant for Scripts

AI Assistant for Scripts

AI Assistant for Screens

Permissions Required

Your user account or group membership must have the following permissions to add an AI Generated object into the Process model unless your user account has the Make this user a Super Admin setting selected:

• Processes: Edit Processes

• Processes: View Processes

See the Process permissions or ask your Administrator for assistance.

Add an AI Generated Object to the Process Model

Permissions are required to do this.

Add an AI Generated object from one of the following locations in Process Modeler:

• Explorer panel: The Explorer panel is to the left of the Process Modeler canvas. The Explorer panel contains Process model objects and PM Blocks which may be added to the Process model.

• Objects bar: The Objects bar is at the bottom of the Process Modeler canvas. This bar contains pinned Process model objects which are easily accessible to add to the Process model.

Add from the Explorer panel

Follow these steps to add an AI Generated object from the Explorer panel to the Process model:

1. Ensure that the Explorer panel is visible. If not, click the Add icon from the Objects bar to display the Explorer panel.
2. Locate the AI Generated object from one of the following locations in the Explorer panel:

   • Pinned Objects: The AI Generated object category displays from the Pinned Objects section when it is pinned. This element type is pinned by default.

   • Object Category: The AI Generated object category displays from the Object Category section when it is not pinned.

3. Click the AI Generated object category.

   Its icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.

4. Click the location in the Process model to place this object. If a Pool element is in your Process model, the AI Generated object cannot be placed outside of the Pool element.

Add from the Objects bar

Follow these steps to add an AI Generated object from the Objects bar to the Process model:

1. Ensure that the AI Generated object category is pinned to the Objects bar. If not, pin it.
2. Click the AI Generated object category's icon. This object's icon displays adjacent to the mouse icon to indicate this element type may be placed into the Process model.

3. Click the location in the Process model to place this element. If a Pool element is in your Process model, the AI Generated object cannot be placed outside of the Pool element.

After the object is placed into the Process model, you may adjust its location in the following ways:

• Move the object by dragging it to a new location.

• Select the object with other elements and/or connectors, and then move them collectively by dragging them to new locations in relation to one another.

• Align and/or distribute the object in relation to other selected elements and/or connectors.

Moving an AI Generated object has the following limitations in regards to the following Process model elements:

• Pool element: If the object is inside of a Pool element, it cannot be moved outside of the Pool element. If you attempt to do so, Process Modeler places the object inside the Pool element closest to where you attempt to move it.

• Lane element: If the object is inside of a Lane element, it can be moved to another Lane element in the same Pool element. However, the object cannot be moved outside of the Pool element.

Select the Asset the AI Generated Object Creates

Permissions are required to do this.

Follow these steps to select the asset the AI Generated object creates using your natural language description:

1. Add an AI Generated object to the Process model.

2. Show the Configuration settings. The AI Assistant panel displays.
3. Select one of the following options:

   • Sub Process From Text: Select the Sub Process From Text option to use your natural language description for a Sub Process at this point in your current Process. After creating your AI-generated Process, the current AI Generated object becomes a Sub Process element that references the new Process you created using AI. See the following topics in this order:

     1. Create a New Blank Process

     2. Generate Your Process Using Natural Language

   • Screen From Text: Select the Screen From Text option to use your natural language description for a Screen at this point in your current Process. Use the AI Control in Screen Builder to describe the control(s) for your Screen. After using the AI Control to create your Screen, the current AI Generated object in this Process becomes a Form Task element that references the new Screen you created using AI. See the following topics in this order:

     1. Create a New Screen

     2. Generate Your Screen Using Natural Language

   • Script From Text: Select the Script From Text option to use your natural language description for a Script at this point in your current Process. Use the AI Assistant in Script Editor to describe functionality for your Script. After using the the AI Assistant, the current AI Generated object in this Process becomes a Script Task element that references the new Script you created using AI. See the following topics in this order:

     1. Create a New Script

     2. Generate Your Script Using Natural Language

Related Topics

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