Begin modeling your business solution from a Process Template or a blank canvas.
Making Process design easy and efficient for any type of process is one of ProcessMaker Platform's core tenets. Let's first understand what a Process is and how it serves you and your business:
A Process is a set of steps and decisions to complete a particular goal, often as efficiently as possible.
A Process may involve people or be completely automated through scripting.
A Process can integrate with external third-party systems and legacy applications to extend their functionality.
Any Process designed in ProcessMaker is BPMN 2.0 compliant.
ProcessMaker provides several options for creating a new process. Users can opt to start from a blank canvas, leverage pre-designed templates, or utilize AI technology to generate a process model from a description or an image. Click on a link below to learn more.
To learn more about how to model a Process, see Process Modeler.
The Create from Image feature streamlines the process of creating process models by allowing designers to upload images of process maps. The system then automatically converts these images into Process Models, eliminating the need for manual creation and reducing the potential for inaccuracies.
The feature significantly reduces the time required to recreate a process map manually, thus providing tangible evidence of its effectiveness.
Features & Benefits:
Upload an existing image: You can easily upload an existing image of a process map.
Take a new photo: Capture a photo of a process map directly from your device.
Scan a QR code from the screen: Use a QR code to streamline the process of uploading an image.
AI image analysis: The system employs AI image analysis to automatically recreate the map inside a new Process Model, ensuring accuracy and efficiency.
Create from Image simplifies process model creation, enhances the design experience, and empowers designers to excel in a dynamic business landscape.
The image-to-process features supports a maximum file size of 15MB.
Watch the following product tour to learn how scan a QR code from your phone, upload an image, and create a process from that image.
Watch the following product tour to learn how to use an image on your computer to create a process.
Follow these steps to generate a process from an image:
Click the +Process button to create a new process.
From the New Process screen, select Generate from Text. The AI Assistance for Modeler will open.
Drag an image of your process to the Image to Process section to upload it.
Alternatively, click the Upload an image button to upload your image.
Use your phone to scan the QR code displayed at the bottom right of the screen.
A ProcessMaker screen will provide options to take a new photo or upload one from the phone's photo gallery.
Confirm on-screen selection and follow the instructions.
Note: If the photo is unreadable, no alternative will be generated, and the user is prompted to upload a new photo.
Click Generate to convert the image to a process model. The AI Assistant will present a few alternates to choose from.
Navigate to the best alternative and click Use Model. The Create Process screen will display with a suggested name and description of the Process.
In the Name setting, edit the unique name for the Process if necessary. Process names must be unique, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, edit a description of the Process if necessary. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Click Save. The new generated Process displays in Process Modeler.
Use a Template to create a new Process.
Follow these steps to create a new Process from a Template:
Click the +Process button. The New Process screen displays.
To create a new Process from a Template, select one of the Process Template cards at the bottom of the screen. A preview of the Template displays, as well as the name of the Template designer and the Template version.
Optionally, use any of the following to inspect the thumbnail view of the Process model:
Pan around after zooming into the thumbnail view: Hold with the mouse, then pan around the thumbnail view.
Reset the thumbnail view: Click the Reset button.
Click the Use Template button to create a Process using that Template. The Create Process screen displays.
In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, enter a description of the Process. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Click Save. The new Process displays in Process Modeler and shows the assets from the selected Template.
After clicking Save, if the Process you are importing has Screen assets from another Process Template that uses these Screen assets, the following page displays to indicate how to create your new Process using those assets:
Do one of the following for Screens involved in the Process Template:
Update: For each Screen asset, click the Update option to update the already existing asset. Otherwise, click the Update option in the Screen header to update all assets at once.
Keep Previous: For each Screen asset, click the Keep Previous option to use the already existing asset. Otherwise, click the Keep Previous option in the Screen header to keep all previous assets at once.
Duplicate: For each Screen asset, click the Duplicate option to create a new asset without modifying the previous existing asset. Otherwise, click the Duplicate option in the Screen header to duplicate all assets at once.
Begin modeling your business solution by describing it using natural language or upload an image of your process design. Let ProcessMaker's Artificial Intelligence (AI) generate it for you.
Use ProcessMaker's AI Assistant to generate a Process without knowing Process design or how BPMN elements work. The following BPMN element types and connectors are supported. These are listed in alphabetical order.
Generating a new Process using natural language is a two-step procedure:
Follow these steps to select using ProcessMaker AI to generate a new Process:
Click the +Process button. The New Process screen displays.
Follow these steps to describe your Process using natural language:
Select to generate a new Process from text. The Generative AI page displays.
In the Description setting of the Process Details tab, enter a description in natural language of your business process requirements. Follow these guidelines when describing your business process requirements:
Enter your Process requirements in most real natural languages. Do not use fictional languages.
You may enter your description in one language, but generate the Process model's labels using a different language. For example, enter your description in English language, but write at the end of your description: Generate the Process in Spanish
or Return in Spanish
.
One Process model description may use no more than 1000 tokens. A token is a common sequence of characters found in text for a particular language. Generally, one token corresponds to approximately four (4) characters of common English-language text. This corresponds to approximately 100 tokens to about 75 words in English. To the right of the Description label displays how many tokens your description currently uses. If your description exceeds 1000 tokens, shorten the length of your description.
From the Need Inspiration? field, view English-language phrases how to describe specific functions to generate in the Process model. Click a phrase or phrase template to copy it into your Clipboard, and then paste it into into the appropriate location in your description.
Click the Generate button. ProcessMaker Platform processes the description. This may take several minutes to generate the Process model. After the Process model generates, it displays in the Model result section of the Generative AI page.
Navigate the generated Process model preview by doing any of the following:
Zoom out from the Process Modeler canvas:
Press the keyboard key combination Control+- (Command+- for Apple keyboards).
Zoom in from the Process Modeler canvas:
Press the keyboard key combination Control++ (Command++ for Apple keyboards).
Pan around after zooming into the thumbnail view: Press the space bar and then use your mouse to pan around the Process Modeler canvas.
Click the Rest to initial scale button to reset the Process Modeler canvas viewing percentage to 100%.
Optionally, do any of the following as many times as necessary to generate the Process model that meets your business requirements:
Revise your description from the Description setting, and then click the Regenerate button.
Click the History tab to view your past natural language descriptions, each of their generated Process models, and the datetime each was generated. The History tab displays previous descriptions only for your user account. Click a description to view its text as well as the generated Process model. Each description displays changes from the preceding description using the following notation:
Text removed from the preceding description: Each word removed from the preceding description has a subtraction character (-
) and has a red-colored highlight.
Text added to the following description: Each word added to the following description has an addition character (+
) and has a green-colored highlight.
Click the Clear History button to view the past descriptions for your user account.
Do one of the following:
Download a PNG file of the Process model
Click the Download button. A PNG image of the Process model downloads.
Create a Process from the generated Process model
In the Name setting, edit the unique name for the Process if necessary. Process names must be unique in your organization regardless of whether the Process is active or archived, and can only use apostrophe characters ('
) and spaces. This is a required setting.
In the Description setting, edit a description of the Process if necessary. This is a required setting.
From the Process Manager drop-down menu, select the Process Manager for this Process.
Click Save. The new generated Process displays in Process Modeler.
Begin modeling your business solution from a blank Process that contains no content.
Follow these steps to start from a blank canvas and build your own process:
Click the +Process button. The New Process screen displays.
In the Description setting, enter a description of the Process. This is a required setting.
Click Save. Your new Process opens in Process Modeler.
Image to Process options are available in the bottom right of the screen. Choose one of the following options.
A preview of the process model will be shown.
ProcessMaker will send the image to your computer and a preview of the process model will be shown.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category, click theicon for that selection. This is a required setting.
From the Project drop-down menu, select the Project(s) to which this Process will be associated.. "This setting shows Projects that you are a member of. To remove a Project that is currently selected, click theicon for that selection.
Zoom in to the thumbnail view: Click the icon.
Zoom out from the thumbnail view: Click the icon.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
From the Project drop-down menu, optionally select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible.
Click the Generate from Text tile.
Click the icon from the lower left of the Process Modeler canvas.
Click the icon from the lower left of the Process Modeler canvas.
Click the Use Model button. The Create Process screen displays with the name and description of the Process from your Process requirements description using the natural language specified to generate the Process model.
From the Category drop-down menu, select one or more Process Categories to associate with this Process. To remove a Process Category that is currently selected, click theicon for that selection. This is a required setting.
From the Project drop-down menu, select the Project(s) that this Process becomes an asset. This setting only displays Projects of which you are a member. To remove a Project that is currently selected, click theicon for that selection or press Enter
when the drop-down is visible.
See the permissions or ask your Administrator for assistance.
Click the Build Your Own option. The Create Process screen displays.
In the Name setting, enter the unique name for the Process. Process names must be unique in your organization regardless of whether the Process is active or , and can only use apostrophe characters ('
) and spaces. This is a required setting.
From the Category drop-down menu, select one or more to associate with this Process. To remove a Process Category that is currently selected, click the icon for that selection or press Enter
when the drop-down is visible. This is a required setting. For more information, see
From the Project drop-down menu, optionally select the for this process. To remove a Project that is currently selected, click the icon for that selection or press Enter
when the drop-down is visible. For more information, see .
From the Process Manager drop-down menu, select the Process Manager for this Process. For more information, see .
Optionally, click the Upload File button to upload a third-party BPMN file to create a process from the BPMN specifications.
Note: This feature does not support the .json
file format. .
.
Design a Process in Process Modeler
Create a Process using AI
Create a Process using Templates
Create a Blank New Process
Lucidchart Integration
Design a Process in Process Modeler
Create a Process from an Image
Create a Process Using the AI Assistant
Create a Blank New Process
Lucidchart Integration
Design a Process in Process Modeler
Create a Process from an Image
Create a Process using Templates
Create a Blank New Process
Lucidchart Integration
ProcessMaker is now integrated with Lucidchart, enabling users to seamlessly transition their process models from Lucidchart to ProcessMaker for completion. Create a flowchart in Lucidchart and ProcessMaker's AI Assistant will convert it to a process map ready for automation.
Watch the following product tour to learn how to use the ProcessMaker integration in Lucidchart.
Follow these steps to create a flowchart in Lucidchart and complete it in ProcessMaker:
From Lucidchart, find ProcessMaker in the Marketplace, and open the ProcessMaker integration.
Create a flowchart using an AI prompt.
Click Try it now! to access a trial version of ProcessMaker.
ProcessMaker's AI Assistant will convert your Lucidchart diagram to a process map ready for automation in a ProcessMaker Trial instance.
Design a Process in Process Modeler
Create a Process from an Image
Create a Process using the AI Assistant
Create a Blank New Process
Create a Process using Templates