Get Started with ProcessMaker Platform

Watch our videos to quickly get started with ProcessMaker Platform.

Overview

Get started with ProcessMaker Platform by watching our videos how to do technical and advanced functions. Visit this page often to see new videos. Please note that some videos may display proof-of-concepts and/or slightly outdated user interfaces; use these videos for educational purposes only and not for your production development.

Videos are organized into sections based on their content.

Marketing Eye Candy

This section contains marketing videos for your eye-candy pleasure.

Create a Process

See how easy it is to create a Process.

• Intended audience: General and new users

• Viewing time: 1 minute; no narration

• Tags: create Process; create workflow; Process design; design Process; workflow design; design workflow; video

Related Topics

pageWhat is a Process?pageCreate a New Process

"Expense Report" Request

See how easy it is to start a Request for a "Expense Report" Process.

• Intended audience: General and new users

• Viewing time: 3 minutes to watch the three-part video series; no narration

• Tags: start Request; start Process; workflow; Expense Report Process Request; HR; human resources; financial; approval; rejection; Process approval; PDF Generator connector; video

Related Topics

pageWhat is a Request?pageStart a RequestpageView Tasks You Need to Do

"Purchase" Request

See how easy it is to start a Request for a "Purchase" Process.

• Intended audience: General and new users

• Viewing time: 5 minutes to watch the five-part video series; no narration

• Tags: start Request; start Process; start workflow; Purchase Process Request; HR; human resources; financial; approval; rejection; Process approval; video

Related Topics

pageWhat is a Request?pageStart a RequestpageView Tasks You Need to Do

Develop Processes

This section contains videos discussing Process development proof-of-concepts and ideas how to use ProcessMaker Platform.

Analyze Documents using RPAs

Example 1

See how ProcessMaker Platform integrates with third-party services Amazon Textract and UiPath Robotic Process Automation (RPA) so a loan application workflow scans, analyzes, and intelligently routes a Request and provision a bot accordingly.

• Intended audience: Process designers and business analysts

• Viewing time: 11 minutes; contains narration

• Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; analyze documents; Load Application Process Request; API; application program interface; third-party API call; RPA; robotic process automation; banking; financial; loan application; demo; video

Example 2

See how ProcessMaker Platform integrates with third-party RPA service Automation Anywhere (AA) so a loan application workflow submits a loan request candidate's name to AA to automatically search the Office of Foreign Assets Control (OFAC) site to determine if that candidate is sanctioned from financial transactions, receives AA's response, and then intelligently routes a Request accordingly.

• Intended audience: Process designers and business analysts

• Viewing time: 16 minutes; contains narration

• Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; analyze documents; Load Application Process Request; API; application program interface; third-party API call; RPA; robotic process automation; banking; financial; loan application; demo; video

Related Topics

pageWhat is a Request?pageWhat is Process Modeling?

Call Third-Party APIs with Data Connectors

Example 1

See how Data Connectors call third-party Application Program Interfaces (APIs), and then use that data in Processes.

• Intended audience: Process designers, business analysts, software developers, coding engineers

• Viewing time: 9 minutes; contains narration

• Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; Data Connector; API; application program interface; third-party API call; Screen Builder; Select List control; demo; video

Example 2

This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates how a Select List control in a Screen can display the names of major universities around the world as its options in a drop-down menu. The options in this Select List control come from a Data Connector that calls a third-party Application Program Interface (API) when the Screen containing the Select List control opens.

• Intended audience: Process designers, business analysts, software developers, coding engineers

• Viewing time: 9 minutes; contains narration

• Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; Data Connector; Screen; Screen Builder; Select List control; dependent controls; dependent fields; API; application program interface; third-party API call; higher education; demo; video

Related Topics

pageWhat is a Data Connector?pageExample: Data Connector Provides Options in a Select List ControlpageSelect List Control Settings

Design Screens

This section contains videos discussing Screen design using Screen Builder.

Using Screen Builder

See how to design interactive web-based forms, called Screens, using Screen Builder.

• Intended audience: Process designers, Web designers, graphic designers

• Viewing time: 3 minutes; no narration

• Tags: form; web form; design form; form design; Screen; Screen Builder; Leave Request form; Leave of Absence Request form; employee information; video

Related Topics

pageWhat is a Screen?pageWhat is Screen Builder?

Create a Leave Request Form

See how to design a Leave Request form using Screen Builder.

• Intended audience: Process designers, Web designers, graphic designers

• Viewing time: 3 minutes; no narration

• Tags: form; web form; design form; form design; Screen; Screen Builder; Leave Request form; Leave of Absence Request form; employee information; video

Related Topics

pageWhat is Screen Builder?

Populate a Record List from a Collection

See how to populate a Record List control from records in a Collection.

• Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers

• Viewing time: 10 minutes; contains narration

• Tags: form; web form; design form; form design; Data Connector; Collection; Screen; Screen Builder; Record List control; demo; video

Related Topics

pageWhat is a Screen?pageRecord List Control SettingspageWhat is a Collection?

Design Dependent Fields

Example 1

This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates that after a country is selected from one Select List control, a second Select List control contains as options the states and/or provinces in that selected country.

The Select List control that contains the countries as its options gets those options from a Data Connector that uses an Endpoint to get the list of countries and their corresponding ISO codes from a third-party application program interface (API). A Watcher monitors when a country is selected, and then another Data Connector uses an Endpoint to get the list of states and/or provinces from that selected country based on that country's ISO code. The Watcher stores that list of states/provinces as a Request variable in that Request's data so that the second Select List control may access that list to display as its options. The second Select List control's options depend on the first Select List control's selection.

See how to do this demonstration.

• Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers

• Viewing time: 21 minutes; contains narration

• Tags: Data Connector; Screen; Select List control; dependent controls; dependent fields; API; application program interface; third-party API call; demo; video

Example 2

This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates how a Select List control in a Screen can display the names of major universities around the world as its options in a drop-down menu. The options in this Select List control come from a Data Connector that calls a third-party Application Program Interface (API) when the Screen containing the Select List control opens.

See how to do this example use case.

• Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers

• Viewing time: 9 minutes; contains narration

• Tags: Data Connector; Screen; Select List control; dependent controls; dependent fields; API; third-party API call; higher education; demo; video

Related Topics

pageExample: Data Connector Provides Options in a Select List ControlpageWhat is a Screen?pageWhat is a Data Connector?

Using Watchers

Examples 1 and 2

See how to use Watchers in Screen Builder to monitor when a Screen control changes value, then perform an action with a Script or Data Connector.

• Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers

• Viewing time: 9 minutes to watch two videos; contains narration

  • Example 1: 2 minutes

  • Example 2: 7 minutes

• Tags: form; web form; design form; form design; Process design; design Process; workflow design; design workflow; Data Connector; Screen; Script; Screen Builder; Select List control; Watcher; application program interface; API; demo; video

Example 1

Example 2

Related Topics

pageWhat is a Watcher?pageWhat is a Screen?pageWhat is Screen Builder?pageWhat is a Script?pageWhat is a Data Connector?

Design ProcessMaker Vocabularies

This section contains videos discussing Vocabulary design.

Using Vocabularies

See how to design a Vocabulary that uses a JSON schema to validate that Request data complies to specific requirements.

• Intended audience: Process designers, software developers, and coding engineers

• Viewing time: 15 minutes; contains narration

• Tags: data validation; data compliance; form design; Screen; Screen Builder; Process modeling; video

Related Topics

pageWhat is a Vocabulary?pageWhat is a Screen?

Use the ProcessMaker Platform API and SDKs

This section contains videos how to use the RESTful Application Program Interface (API) and ProcessMaker Platform's Software Development Kits (SDKs). Every function that you may do in ProcessMaker Platform's elegant and well-designed user interface makes an API call. Since every function is supported in our API, ProcessMaker Platform can be white-labeled to run behind the scenes from other SaaS applications. Learn how you can use our API.

Start a Request Via the API

Start a Request using the RESTful API.

• Intended audience: Software developers and coding engineers

• Viewing time: 2 minutes; contains narration

• Tags: start Request; start Process; start Request via API; start Process via API; start workflow; start workflow via API; API; our API; application program interface; process_events; Process ID; ProcessID; curl; JSON; token; bearer token; demo; video

Related Topics

pageWhat is a Request?pageAccess ProcessMaker Platform RESTful API Documentation

Use the PHP SDK

Use the PHP SDK with the RESTful API from inside of a Script.

• Intended audience: Software developers and coding engineers

• Viewing time: 2 minutes; contains narration

• Tags: PHP; SDK; software development kit; Script; Script Editor; API; our API; application program interface; getProcessesRequests; token; bearer token; demo; video

pageWhat is a Script?pageAccess ProcessMaker Platform RESTful API Documentation

Access the Database Via the API

Make calls against the ProcessMaker Platform database using the RESTful API.

• Intended audience: Software developers and coding engineers

• Viewing time: 6 minutes; contains narration

• Tags: Process design; design Process; workflow design; design workflow; database; API; our API; application program interface; token; bearer token; JSON; curl; demo; video

pageAccess ProcessMaker Platform RESTful API Documentation

Use the JavaScript SDK

Use the JavaScript SDK with the RESTful API from inside of a Script.

• Intended audience: Software developers and coding engineers

• Viewing time: 4 minutes; contains narration

• Tags: JavaScript; JS; Node; SDK; software development kit; Script; Script Editor; API; our API; getProcessesRequest; application program interface; token; bearer token; demo; video

pageWhat is a Script?pageAccess ProcessMaker Platform RESTful API Documentation

Use Script Executors

Use a Script Executor to call the Google API that requires a custom Google class called Google Client. See how Script Executors can securely run custom code or packages that a sanctioned third-party Application Program Interface (API) or Software Development Kit (SDK) requires to successful call that resource.

• Intended audience: Administrators, software developers, and coding engineers

• Viewing time: 3 minutes; contains narration

• Tags: JavaScript; JS; Node; R; Python; Lua; PHP; SDK; software development kit; Script Executor; Script; API; Google API; application program interface; demo; video

Related Topics

pageWhat is a Script?pageWhat is a Script Executor?

Administer ProcessMaker Platform

This section contains videos discussing how to administer ProcessMaker Platform.

Administer Script Executors

Use a Script Executor that includes a Docker RUN command to package the Google Client class provided by Google into that Script Executor, thereby allowing Scripts using that Script Executor to successfully call the Google Application Program Interface (API).

• Intended audience: Administrators, software developers, and coding engineers

• Viewing time: 3 minutes; contains narration

• Tags: JavaScript; JS; Node; R; Python; Lua; PHP; SDK; software development kit; Script Executor; Script; API; Google API; application program interface; demo; video

Related Topics

pageWhat is a Script Executor?pageWhat is a Script?

Custom Script Executors

Use a custom Executor to migrate Microsoft Excel spreadsheet records to a Collection.

See how to do this example use case.

• Intended audience: Administrators, software developers, and coding engineers

• Viewing time: 5 minutes; contains narration

• Tags: Script Executor; Script; Collections; records Excel; demo; video

Related Topics

pageWhat is a Script Executor?pageWhat is a Script?pageWhat is a Collection?