View Active and Inactive Processes

View the active and inactive Processes in your organization.

View Active and Inactive Processes

ProcessMaker Platform displays all active and inactive Processes in one table that Process Designers have created throughout your organization. This makes it easy to manage your Processes. A Process can have one of these status:

Active: The Active status indicates that new Requests of the Process can be started and in-progress Requests can be completed. Moreover, Process Designers can edit the Process as needed. Changes made to an active Process are reflected in new Requests only and any in-progress Requests are not affected.
Inactive: The Inactive status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. Moreover, Process Designers can edit the Process as needed.
Archived: The Archived status indicates that new Requests of the Process can not be started. In-progress Requests can complete; they are not affected. However, Process Designers cannot edit the Process until it is restored.

Permission Required

Your user account or group membership must have the "Processes: View Processes" permission to view the list of Processes unless your user account has the Make this user a Super Admin setting selected.

See the Processes permissions or ask your Administrator for assistance.

Looking for Archived Processes?

Click the Archived Processes tab to view archived Processes.

Follow these steps to view all active and inactive Processes in your organization:

Ensure that you are logged on to ProcessMaker Platform.
Click the Designer option from the top menu. The Processes tab displays all active Processes in the Processes page.

Click the Processes iconfrom the left sidebar to view the Processes tab when you are viewing other Process-related pages.

The Processes tab displays the following information in tabular format about active and inactive Processes:

Name: The Name column displays the Process name. If the Process is not configured correctly, such as with a Process Manager, then the following icon displays preceding the process name:. The Name column also displays an icon indicating the status of the Process and can have these values:
- Active: The Active status indicates that new Requests of this Process can be started.
- Inactive: The Inactive status indicates that no new Requests of this Process can be started. In-progress Requests can complete; they are not affected.
Category: The Category column displays in which Process Category the Process is assigned.
Owner: The Owner column displays the Process Owner who maintains the Process. Hover your cursor over a user's avatar to view that person's full name.
Modified: The Modified column displays the date and time the Process 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 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.

Search for a Process

Use the Search setting to filter Processes that display.

Create a Process

Click the +Process button. See Create a New Process.

Import a Process

Click the Import button. See Import a BPMN-Compliant Process.

Edit a Process

Click the Open Modeler icon. See Model Your Process for topics.

Configure a Process

Click the Configure icon. See Edit Process Configuration.

Export a Process

Click the Export icon. See Export a BPMN-Compliant Process.

Archive a Process

Click the Archive icon. See Archive a Process.

Pause or Resume All Start Timer Events in a Process

Click the Pause Start Timer Events iconto stop the schedule for new Requests by pausing all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is not paused.

Click the Play Start Timer Events iconto resume the schedule for new Requests by resuming all Start Timer Event elements in the Process. Note that this icon only displays if that Process uses at least one Start Timer Event that is paused.