ProcessMaker Platform Summer 2023 Documentation

Welcome to ProcessMaker Platform documentation for the Summer 2023 release. Let's get started.

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How Do I Get Started with ProcessMaker Platform Summer 2023?

See What's New: Release Notes for ProcessMaker Platform Summer 2023

Learn what's new in this release

Summer 2023 Quick Start Guide

Quickly start on new ProcessMaker Platform Summer 2023 features

ProcessMaker Platform and Classic Quick Start Guide

Are you on PM3? Get excited about ProcessMaker Platform! Quickly learn everything you need to know!

Process Designers

What Activities Can Process Designers Do?

Start designing Processes and their related assets

• How Can I Create a Process?

• What Are Commonly Used Process Modeling Elements?

• How Do I Create Digital Forms?

• What Essential Assets Can My Process Use?

• What Other Powerful Assets Can My Process Use?

• How Do I Optimize My Process?

How Can I Create a Process?

What is a Process?

A Process is a set of steps and decisions to complete a particular goal

Create a New Blank Process

Create from a blank canvas

Create a New Process Using Natural Language

Begin modeling your Process by describing it using natural language

Create a Process from a Template

Explore the possibilities by creating a Process from a Template

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What Are Commonly Used Process Modeling Elements?

Start Event element

Starts a Request and sets who may do so

Form Task element

Assigns a Task to a person with a digital form

Exclusive Gateway element

Determines the outcome to a decision based on workflow conditions

End Event element

Ends a Request

All BPMN 2.0 elements

Learn more about all BPMN 2.0 ProcessMaker Platform supports

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How Do I Create Digital Forms?

What is a Screen?

Screens are digital forms which participants interact with information

Create a New Screen

Create digital forms for Tasks

Link a Screen to a Task

Link a Screen to a Form Task element

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What Essential Assets Can My Process Use?

What is a Script?

Create scripts in C#, Java, JavaScript, Lua, PHP, Python, and R

What is a Connector?

Connect to a third-party service, designed by ProcessMaker

What is a Decision Table?

Design for different business rules that may be used in any Process

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What Other Powerful Assets Can My Process Use?

What is a Data Connector?

Create a connector that accesses RESTful or SOAP data sources

What is a PM Block?

A Reusable Process Modeler Object Composed of Other Objects

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How Do I Optimize My Process?

What is Process Analytics Reporting?

View pre-developed reports that provide insight and analysis of how well your Processes perform

View the Analytics Dashboard

Review your organization's Analytics Reports to analyze Process data

View Your Analytics Reports

View Analytics Reports created for you

Participants

How Do I Interact With Processes and Tasks?

Start participating in Requests and Tasks

Start a Request

Start an instance of a Process

View Your Tasks

View your assigned Tasks

Self-Assign Tasks

View Tasks to Self-Service

Administrators

How Do I Administer ProcessMaker Platform?

Start administering platform-wide settings

Create a New User Account

Create a user account and assign it platform permissions

Create a New Group

Organize users into groups (and groups into groups) to better manage user permissions

Manage Platform Settings

Manage settings for DocuSign, IDP, LDAP, SCIM, SSO, and others

Create a New Authenticated Client

Grant applications access to ProcessMaker Platform

Customize the User Interface

Customize branding, dashboards, top-level menus, and other UI

Create a New Script Executor

Create a container from which to run Scripts

Create an Analytics Report

Create graphical Process Analytics Reports for Process Managers to take insight how to optimize their Processes

Create a New Collection

Manage record Collections, designed to be your "Source of Truth" for data storage in ProcessMaker Platform

Edit Text that Displays in the User Interface

Manage text labels within ProcessMaker Platform

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ProcessMaker documentation and Release Notes may change without notice.

Current production version: ProcessMaker Platform Fall 2023.1, released November 24, 2023. All customer production deployments upgrade to the latest version. See Release Notes.

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