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View the Process Categories in your organization.
Your user account or group membership must have the following permissions to view Process Categories unless your user account has the Make this user a Super Admin setting selected:
Processes: View Process Categories
Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Follow these steps to view Process Categories:
Log on to ProcessMaker Platform.
Click the Designer option from the top menu. The Designer Welcome Screen displays.
Do one of the following:
Click the Categories tab. The Process Categories display.
The Categories tab displays the following information in tabular format about Process Categories:
Name: The Name column displays the name of the Process Category. The Process Category named Uncategorized is the default Category.
Status: The Status column displays the status of the Process Category. Below is a description of each status:
Active: An active Process Category can have Processes assigned to it. The Process Category named Uncatagorized is active by default.
Inactive: An inactive Process Category can no longer be selected when assigning a Process to a Category. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.
Processes: The # Processes column displays how many Processes in your organization have been assigned to that Process Category.
Modified: The Modified column displays the date and time the Process Category was last modified. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
Created: The Created column displays the date and time the Process Category was created. The time zone setting to display the time is according to the ProcessMaker Platform instance unless your user profile's Time zone setting is specified.
If no Process Categories exist, the following message displays: No Results.
Use the Search setting to filter Process Categories by their names.
​Control how tabular information displays, including how to sort columns or how many items display per page.
From the Assets pane in the Designer Welcome Screen, mouse-hover over the Processes icon, and then select View All Processes.
Click the Processes iconfrom the left sidebar.
Search for a Process Category.
Your user account or group membership must have the following permissions to search Process Categories unless your user account has the Make this user a Super Admin setting selected:
Processes: View Process Categories
Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Follow these steps to create a new Process Category:
Enter in the Search setting the text to filter Process Categories by name.
As you enter text into the Search setting, Process Categories display that match your entered text.
If there are no search results, the following message displays: No Results.
Manage your Process Categories.
Improve your Process organization by creating Categories to which to assign them.
Your user account or group membership must have the following permissions to create a new Process Category unless your user account has the Make this user a Super Admin setting selected:
Processes: Create Process Categories
Processes: View Process Categories
Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Follow these steps to create a new Process Category:
Click the +Category button. The Create Process Category screen displays.
In the Category Name setting, enter the name of the new Process Category. The Process Category name must be unique from all other Process Category names in your organization and can only use apostrophe characters ('
) and spaces. This is a required setting.
From the Status drop-down menu, select one of the following options for the Process Category's status:
Active: Select Active to allow Processes to be assigned to this Process Category. This is the default option.
Inactive: Select Inactive to create this Process Category but not be available to assign Processes to it. Inactive Process Categories cannot have Processes assigned to them. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.
The Active option is selected by default. This is a required setting.
Click Save.
Understand what Process Categories are and how they can help organize your Processes.
Use Process Categories to organize your Processes. Organizing your Processes into Categories makes it easier to search for a Process based on its assigned Category. Assign multiple Process Categories to a Process if necessary. For example, assign a Process named "Loan Request" to the "Banking" and "Loans" Process Categories.
Assigning your Process to Process Categories also makes it easier for Request participants to start a Request of your Process. Processes are organized by Process Categories in the New Request screen, which is where new Requests are started. In the New Request screen, a Process displays in each Process Category to which it is assigned.
Process Categories can be in active or inactive status. Following is a description of each status:
Active: Active Process Categories can have Processes assigned to them.
Inactive: Inactive Process Categories cannot have Processes assigned to them. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.
ProcessMaker has multiple Category types for different types of ProcessMaker Platform assets. Each Category type is distinct from the others and can only be used for its type of ProcessMaker Platform asset. Following is a description of each Category type:
Project Categories: Organize your Projects.
Process Categories: Organize your Processes.
PM Block Categories: Organize your PM Blocks.
Script Categories: Organize your Scripts.
Screen Categories: Organize your Screens.
Data Connector Categories: Organize your Data Connectors.
Decision Table Categories: Organize your Decision Tables.
Delete a Process Category when it is no longer needed.
Your user account or group membership must have the following permissions to delete a Process Category unless your user account has the Make this user a Super Admin setting selected:
Processes: Delete Process Categories
Processes: View Process Categories
Processes: View Processes
Deleting a Process Category cannot be undone.
Click Confirm. The following message displays: The category was deleted.
See the permissions or ask your Administrator for assistance.
To delete a Process Category, no Processes can be assigned to it. If any Processes are assigned to the Process Category, its Delete Category option does not display. .
Follow these steps to delete a :
.
Click the ellipses icon, and then select the Delete Category option for the Process Category to delete. A message displays to confirm deletion of the Process Category.
Edit the name and/or status of a Process Category.
Your user account or group membership must have the following permissions to edit a Process Category unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Process Categories
Processes: View Process Categories
Processes: View Processes
Edit the following information about the Process Category as necessary:
In the Category Name setting, edit the name of the Process Category if necessary. The Process Category name must be unique from all other Process Category names in your organization. This is a required setting.
From the Status drop-down menu, change the status of the Process Category, if necessary, from the following options:
Active: Select Active to allow Processes to be assigned to this Process Category. This is the default option.
Inactive: Select Inactive to create this Process Category but not be available to assign Processes to it. Inactive Process Categories cannot have Processes assigned to them. Furthermore, Processes assigned to an inactive Category no longer display in the New Request screen even though such Processes may be active.
This is a required setting.
Click Save.
See the permissions or ask your Administrator for assistance.
Follow these steps to edit a :
.
Click the ellipses icon, and then select the Edit Category option for the Process Category to edit. The Edit Process Category page displays.