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 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
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: