Screen Types
Understand the different types of Screens.
Overview
ProcessMaker Platform provides the following Screen types, though some require packages to be installed.
Conversational-Type Screen
The Conversational Form package must be installed.
Use the Conversational-type Screen, part of the Conversational Form package, 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? for more information regarding how Conversational-type Screens function.
The Conversational type provides the following controls in Screen Builder:
Line Input control
Rich Text control
Select List control
Display-Type Screen
Use the Display-type Screen to display information or allow Request participants to download files. The Display type has limited functionality compared the Form type, but dashboards and Request participant Welcome Screens 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:
File Download control
File Preview control (requires the File Manager package)
Image control
List Table control
Loop control (with limited functionality)
Multicolumn / Table control
Nested Screen control
Record List control
Rich Text control
Saved Search Chart control (requires the Saved Searches package)
Email-Type Screen
The Send Email package must be installed.
Use the Email-type Screen to compose the email body for email messages to be used with the Send Email connector. The Email type provides the following controls in Screen Builder:
Record List control
Rich Text control
Do not use a Screen type other than the Email type when using the Send Email connector. Otherwise, you will not be able to reference any Screens from the Email control in Process Modeler to specify which Screen to use for the email body content.
Form-Type Screen
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.
All Screen controls except the List Table control are available for the Form-type Screen.
Related Topics
What is Screen Builder?Screen Builder ModesDesign and Deploy Rule-Based Conversational ScreensValidate Your ScreenControl DescriptionsAdd, Delete or Rename a PagePreview a Screen for Desktop and Mobile DevicesManage Calculated PropertiesAdd Custom CSS to a ScreenManage WatchersUndo and Redo Changes in Your ScreenPublish Your ScreenScreen Design Best PracticesSend Email PackageWhat is a Package?Last updated