View, Edit, and Search for 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:
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 Designer Welcome Screen displays.
Do one of the following:
The Processes tab displays the following information in tabular format about active and inactive Processes:
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.
Edit an Existing Process
Follow these steps to edit a Process:
Enter the process name in Search setting to filter processes using any of the following criteria:
Name: Filter by the Process name that displays in the Name column.
Category: Filter by the Process Category name that displays in the Category column.
Owner: Filter by the Process Owner's full name that displays in the Owner column.
Click the menu next to a process, and then select the Open in Modeler option to open the process for editing in the Process Modeler.
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 ProcessMaker Platform Process.
Edit a Process
Click the menu, and then select the Edit Process option. See Model Your Process for topics.
Save a Process as a Template
Click the menu, and then select the Save as Template option. See Create a Template from a Process.
Save a Process as a PM Block
Click the menu, and then select the Save as PM Block option. See Create a new PM Block.
Add a Process to a Project
Click the menu, and then select the Add to Project option. See Add a Process to a Project.
Configure a Process
Click the menu, and then select the Configure option. See Configure a Process.
View Documentation for a Process
Click the menu, and then select the View Documentation option. See View Documentation for a Process.
Export a Process
Click the menu, and then select the Export option. See Export a BPMN-Compliant ProcessMaker Platform Process.
Archive a Process
Click the menu, and then select the Archive option. See Archive a Process.
Pause or Resume All Start Timer Events in a Process
Click the menu, and then select the Pause Start Timer Events option to 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 menu, and then select the Unpause Start Timer Events option to 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.
No Processes?
If no active Processes exist, the following message displays: No Results.
Display Information the Way You Want It
Control how tabular information displays, including how to sort columns or how many items display per page.
Go to Home
Click Home go to the Request Participant Home Screen.
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