Use a Template to create a new Process.
Your user account or group membership must have the following permissions to create a new Process unless your user account has the Make this user a Super Admin setting selected:
Processes: Create Processes
Processes: View Processes
Process Templates: View Process Templates
See the Processes and Process Templates permissions or ask your Administrator for assistance.
Follow these steps to create a new Process from a Template:
Click the +Process button. The New Process screen displays.
To create a new Process from a Template, select one of the Process Template cards at the bottom of the screen. A preview of the Template displays, as well as the name of the Template designer and the Template version.
Optionally, use any of the following to inspect the thumbnail view of the Process model:
Pan around after zooming into the thumbnail view: Hold with the mouse, then pan around the thumbnail view.
Reset the thumbnail view: Click the Reset button.
Click the Use Template button to create a Process using that Template. The Create Process screen displays.
In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, enter a description of the Process. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Click Save. The new Process displays in Process Modeler and shows the assets from the selected Template.
After clicking Save, if the Process you are importing has Screen assets from another Process Template that uses these Screen assets, the following page displays to indicate how to create your new Process using those assets:
Do one of the following for Screens involved in the Process Template:
Update: For each Screen asset, click the Update option to update the already existing asset. Otherwise, click the Update option in the Screen header to update all assets at once.
Keep Previous: For each Screen asset, click the Keep Previous option to use the already existing asset. Otherwise, click the Keep Previous option in the Screen header to keep all previous assets at once.
Duplicate: For each Screen asset, click the Duplicate option to create a new asset without modifying the previous existing asset. Otherwise, click the Duplicate option in the Screen header to duplicate all assets at once.
Zoom in to the thumbnail view: Click the icon.
Zoom out from the thumbnail view: Click the icon.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
From the Project drop-down menu, optionally select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible.
Begin modeling your business solution from a Process Template or a blank canvas.
Begin modeling your business solution by describing it using natural language. Let ProcessMaker's Artificial Intelligence (AI) generate it for you.
Use ProcessMaker's AI Assistant to generate a Process without knowing Process design or how BPMN elements work. The following BPMN element types and connectors are supported. These are listed in alphabetical order.
Your user account or group membership must have the following permissions to create a new Process unless your user account has the Make this user a Super Admin setting selected:
Processes: Create Processes
Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Generating a new Process using natural language is a two-step procedure:
Follow these steps to select using ProcessMaker AI to generate a new Process:
Click the +Process button. The New Process screen displays.
Follow these steps to describe your Process using natural language:
Select to generate a new Process from text. The Generative AI page displays.
In the Description setting of the Process Details tab, enter a description in natural language of your business process requirements. Follow these guidelines when describing your business process requirements:
Enter your Process requirements in most real natural languages. Do not use fictional languages.
You may enter your description in one language, but generate the Process model's labels using a different language. For example, enter your description in English language, but write at the end of your description: Generate the Process in Spanish
or Return in Spanish
.
One Process model description may use no more than 1000 tokens. A token is a common sequence of characters found in text for a particular language. Generally, one token corresponds to approximately four (4) characters of common English-language text. This corresponds to approximately 100 tokens to about 75 words in English. To the right of the Description label displays how many tokens your description currently uses. If your description exceeds 1000 tokens, shorten the length of your description.
From the Need Inspiration? field, view English-language phrases how to describe specific functions to generate in the Process model. Click a phrase or phrase template to copy it into your Clipboard, and then paste it into into the appropriate location in your description.
Click the Generate button. ProcessMaker Platform processes the description. This may take several minutes to generate the Process model. After the Process model generates, it displays in the Model result section of the Generative AI page.
Navigate the generated Process model preview by doing any of the following:
Zoom out from the Process Modeler canvas:
Press the keyboard key combination Control+- (Command+- for Apple keyboards).
Zoom in from the Process Modeler canvas:
Press the keyboard key combination Control++ (Command++ for Apple keyboards).
Pan around after zooming into the thumbnail view: Press the space bar and then use your mouse to pan around the Process Modeler canvas.
Click the Rest to initial scale button to reset the Process Modeler canvas viewing percentage to 100%.
Optionally, do any of the following as many times as necessary to generate the Process model that meets your business requirements:
Revise your description from the Description setting, and then click the Regenerate button.
Click the History tab to view your past natural language descriptions, each of their generated Process models, and the datetime each was generated. The History tab displays previous descriptions only for your user account. Click a description to view its text as well as the generated Process model. Each description displays changes from the preceding description using the following notation:
Text removed from the preceding description: Each word removed from the preceding description has a subtraction character (-
) and has a red-colored highlight.
Text added to the following description: Each word added to the following description has an addition character (+
) and has a green-colored highlight.
Click the Clear History button to view the past descriptions for your user account.
In the Name setting, edit the unique name for the Process if necessary. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, edit a description of the Process if necessary. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Click Save. The new generated Process displays in Process Modeler.
Click the Generate from Text tile.
Click the icon from the lower left of the Process Modeler canvas.
Click the icon from the lower left of the Process Modeler canvas.
Click the Use Model button. The Create Process screen displays with the name and description of the Process from your Process requirements description using the natural language specified to generate the Process model.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
From the Project drop-down menu, select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible.
Begin modeling your business solution from a blank Process that contains no content.
Your user account or group membership must have the following permissions to create a new Process unless your user account has the Make this user a Super Admin setting selected:
Processes: Create Processes
Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Follow these steps to create a new blank Process that contains no content:
Click the +Process button. The New Process screen displays.
In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, enter a description of the Process. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Optionally, upload a third-party BPMN 2.0 compliant BPMN file from which to use its Process model in ProcessMaker Platform. Do not use this function to import a ProcessMaker Platform Process that is a .json
file.
To do so, follow these guidelines:
Ensure that the third-party Process model is BPMN 2.0 compliant and has the .bpmn
file extension.
Click the Upload File button, and then browse for the third-party .bpmn
file to use as your Process model.
Click Save. If you are generating a new Process using ProcessMaker AI, then see how to describe your Process using natural language.
Otherwise, your new Process opens in Process Modeler. If you uploaded a third-party .bpmn
file, Process model elements that comply with the BPMN 2.0 specification display. See Process Modeling for topics.
If you upload a third-party .bpmn
file to use as your Process model, any Process model elements that do not comply with the BPMN 2.0 specification cannot be used after the Process is created. An error displays for any invalid Process model elements.
Click the Build Your Own tile. The Create Process screen displays.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. In doing so, Process Categories may be sorted from the Processes page. To remove a Process Category that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible. This is a required setting. See What is a Process Category? for more information how this affects new Requests for this Process.
From the Project drop-down menu, optionally select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible.