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Learn how to design Dashboards that display BMI and KPIs for business stakeholders.
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Manage your dashboards.
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Customize links in the ProcessMaker Platform top menu.
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Manage your menus.
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Edit a custom menu that contains links that display at the top of the ProcessMaker Platform user interface.
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Understand what a dashboard is and how they can benefit business stakeholders with relevant BMI and KPIs at a glance.
A dashboard displays important and relevant business management information (BMI) and key performance indicators (KPI) to specific business stakeholders when they need it. A well-designed dashboard organizes and visualizes important metrics and information for these stakeholders to quickly analyze and ascertain business performance, then understand how to act upon that business information.
Design dashboards with the Dynamic UI package. Each dashboard designed with the Dynamic UI package comprises of a Display-type Screen. To incorporate relevant BMI and KPIs, create Saved Search charts of your Saved Search data, and then add those Saved Search charts to the Screen using the Saved Search Chart control in Screen Builder.
See dashboard design best practices for design ideas.
Clicking the Home iconin the breadcrumbs displays the dashboard for that logged on user.
View the menus in your organization.
The Dynamic UI package must be installed to view all menus in your organization.
Follow these steps to view all the menus in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the Menus tab to display all menus.
The Menus tab displays the name of each menu under the Name column. and provides options to edit or delete these menus.
Click the +Menu button. See Create a Menu.
Control how tabular information displays, including how to sort columns or how many items display per page.
Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab.
Click the Edit icon. See Edit a Menu.
Click the Delete icon. See Delete a Menu.
Create links for a custom menu that displays at the top of the ProcessMaker Platform user interface.
Create a customized menu that displays commonly used tabs for users.
The Dynamic UI package must be installed to create a menu.
Follow these steps to create a menu:
Click the +Menu button. The Create Menu screen displays.
In the Name setting, enter a unique name for the menu. This is a required setting.
In the Description (optional) setting, enter a description for the menu.
Click Save.
Delete a dashboard that your business stakeholders no longer use.
The Dynamic UI package must be installed to delete a dashboard in your organization.
Your user account must have the Make this user a Super Admin setting selected to delete a dashboard that you did not create.
Follow these steps to delete a dashboard:
Click Confirm. The following message displays: The dashboard was deleted.
Locate the URL for ProcessMaker Platform locations so as to link to them from a custom menu or to redirect users to that location when they next log on.
Generally, ensure that all users/group members have access to the ProcessMaker Platform destination. The following message displays to users that do not have access to a ProcessMaker Platform location or asset: Unauthorized.
A custom menu link can be configured such that when clicked, a Request starts. The URL for a Process's Request is available from its Start button in the New Request screen.
Follow these steps to locate the URL to start a Request:
Click the +Request button from which all Requests start. The New Request screen displays.
Locate the Start button for the Process from which to start a Request, right-click that Start button, and then copy the link address/URL from that button. This is the URL from which to start that Request.
See the following sections regarding how to locate a Task page URL:
From the Web browser address bar, note the number that ends the URL. This number is the Saved Search ID. For example, in the Saved Search URL https://ProcessMakerPlatform-Instance-Name/requests/saved-searches/114
, 114
is the Saved Search ID.
The URL for the To Do Task page of that Saved Search is https://ProcessMakerPlatform-Instance-Name/tasks/saved-searches/ID
where ProcessMaker-Instance-Name
is the name of your ProcessMaker instance and ID
is the Saved Search ID.
If a user cannot access a Collection, the following message displays instead of the Collection: Unauthorized.
Follow these steps to locate a Collection's URL:
Copy the URL from the Web browser address bar. This is the Collection's URL.
If a user cannot access a Saved Search, the following message displays instead of the Saved Search: Unauthorized.
Follow these steps to locate a Saved Search's URL:
Copy the URL from the Web browser address bar. This is the Saved Search's URL.
Follow these steps to locate a dashboard's URL:
Copy the URL from the Web browser address bar. This is the dashboard's URL.
View all menus in your organization. The Menus tab displays:
View all dashboards in your organization. The Dashboards tab displays:
Click the ellipses iconfor the dashboard to delete.
Click the Delete icon. The Caution screen displays to confirm the deletion of the dashboard.
Create a customized hyperlink within a to either a ProcessMaker Platform location or an external site.
Consider the following destinations for a hyperlink so that / members that have access to the destination may view them without navigating the ProcessMaker Platform user interface:
Link to the URL that starts a specific of a . See how to .
Link to Tasks to do. See how to .
Link to a . See how to .
Link to a . See how to .
Link to a . See how to .
If a user is not element in the Process from which to start a Request, the following message displays when that user attempts to start that Request: Unauthorized.
The default To Do Task page is located at https://ProcessMaker-Instance-Name/tasks
where ProcessMaker-Instance-Name
is the name of your ProcessMaker Platform instance. This is the URL to enter when configuring the hyperlink for a or to redirect to the default Task page.
Follow these guidelines to determine a ID, which is required for the hyperlink to that Saved Search's Task page for a hyperlink or to redirect to its Task page:
Ensure that the Saved Search is or you are its owner; otherwise you cannot determine the Saved Search ID, which is the numerical representation your ProcessMaker Platform instance uses for that Saved Search. The Saved Search determines which Task-related results it displays, such as whether it displays tasks to be done, that are completed, and/or are self-serviced.
Ensure that all / members have been shared the Saved Search. If a user cannot access a Saved Search, the following message displays instead of the Saved Search: Unauthorized error.
View the data details of the , , or Saved Search to determine its ID.
Ensure that all / members that use the or redirect to a Collection have the following:
, as configured from a user's account or a group
Access to at least view the records in that Collection, either as or as
The must be installed to locate the URL for a Collection.
Your user account or group membership must have the "Collections: View Collections" permission to view the list of Collections unless your user account has the Make this user a Super Admin setting selected. See the permissions or ask your Administrator for assistance.
Furthermore, your user account or group membership must have the View from a Collection's configuration to view that Collection's records. See or ask the manager of that Collection for assistance.
. The Collections page displays.
. The list of records displays for the selected Collection.
Ensure that all / members that use the or redirect to a Saved Search have been .
Ensure that the Saved Search in which to get its URL or you are its owner; otherwise, you will not be able to access the Saved Search to locate its URL.
The must be installed to locate the URL for a .
View the data details of the , , or Saved Search to locate its URL.
. The Dashboards tab displays the Dashboards page.
Create a hyperlink for a custom menu that displays at the top of the ProcessMaker Platform user interface.
The Dynamic UI package must be installed to create a link for a menu.
Follow these steps to create a menu:
View all menus in your organization. The Menus tab displays:
In the Link Text setting, enter a unique name for the link. This is a required setting if an icon is not selected from the Icon setting.
From the Icon setting, select an icon to display to the left of the link text. This is a required setting if the Link Text setting does not contain a value.
From the Color Variant setting, select a color to display for the link. Both the link text and the icon display in the selected color. Select from one of the following options:
black: Black-colored. This is the default option.
danger: Red-colored
info: Teal-colored
primary: Blue-colored
secondary: Gray-colored
success: Green-colored
warning: Yellow-colored
white: White-colored
In the URL setting, enter the URL that links to the location. See the following regarding how to locate the URL for these ProcessMaker locations:
Select the Open in a new window checkbox to open the link in a new browser window.
Click Save. The link displays in the Link tab.
Edit a hyperlink for a custom menu that displays at the top of the ProcessMaker Platform user interface.
Follow these steps to edit a menu:
Edit the following settings as necessary:
In the Link Text setting, edit a unique name for the link. This is a required setting if an icon is not selected from the Icon setting.
From the Icon setting, select an icon to display to the left of the link text. This is a required setting if the Link Text setting does not contain a value.
From the Color Variant setting, select a color to display for the link. Both the link text and the icon display in the selected color. Select from one of the following options:
black: Black-colored. This is the default option.
danger: Red-colored
info: Teal-colored
primary: Blue-colored
secondary: Gray-colored
success: Green-colored
warning: Yellow-colored
white: White-colored
In the URL setting, edit the URL that links to the location. See the following regarding how to locate the URL for these ProcessMaker locations:
Select the Open in a new window checkbox to open the link in a new browser window.
Click Save.
Delete a hyperlink from a custom menu that displays at the top of the ProcessMaker Platform user interface.
Delete a previously customized link that displays commonly used tabs for users.
Follow these steps to delete a link for the menu:
Click Confirm.
Sort the order of links that display in a custom menu.
Follow these steps to sort the order of links in a menu:
Click the ellipses iconfor the menu in which to create a link.
Click the Edit icon. The Links tab displays links for the selected menu. Links display from top to bottom in the Links tab as they display in the menu, left to right.
Click the +Link button. The Create Link screen displays.
The must be installed to edit a link for a .
. The Menus tab displays:
Click the ellipses iconfor the menu in which to edit a link.
Click the Edit icon. The Links tab displays links for the selected menu. Links display from top to bottom in the Links tab as they display in the menu, left to right.
Click the Edit iconfor the link to edit. The Create Link screen displays with the setting values of the link.
The must be installed to delete a .
. The Menus tab displays:
Click the ellipses iconfor the menu in which to delete a link.
Click the Edit icon. The Links tab displays links for the selected menu. Links display from top to bottom in the Links tab as they display in the menu, left to right.
Click the Delete iconfor the link to delete. The Caution screen displays to confirm the deletion of the link.
The must be installed to sort the order of links in a .
. The Menus tab displays:
Click the ellipses iconfor the menu to sort its links.
Click the Edit icon. The Links tab displays links for the selected menu. Links display from top to bottom in the Links tab as they display in the menu, left to right.
Select, and then drag, a sort iconcorresponding with a link to place it in a different order in the menu.
Delete a custom menu that your business stakeholders no longer use.
The Dynamic UI package must be installed to delete a menu in your organization.
Follow these steps to delete a menu:
View all menus in your organization. The Menus tab displays:
Click Confirm.
Configure which users and/or groups view a custom home page and/or a menu when logging on to ProcessMaker Platform.
Optionally, configure a custom home page and/or a menu for a user or members of a group when that user or group member logs on to ProcessMaker Platform. A custom home page is either a dashboard that displays to the user or redirects that user to a specified URL. The redirected URL may be to an external site, such as to an organization's portal, or to a ProcessMaker Platform location such as a specified Collection or Saved Search to which that user has access. The custom home page and menu are configured separately.
The user or group member does not experience the custom home page and/or menu change until the next time that user logs on.
When a user is a member of a group and the group's custom home page and/or menu setting is different than that of that user's account, the user account configuration(s) supersedes that of the group's.
Below is an example of a custom home page that contains a dashboard and custom menu.
A user can be configured with multiple custom home pages and/or menus. That user may have a different custom home page and/or menu than that configured for each group that user is a member:
Each custom home page/dashboard a user is configured from the user account or group(s) that user is a member displays in a separate tab.
Each menu a user is configured from the user account or group(s) that user is a member of may be selected from a drop-down menu at the top of the application.
See the following sections in the Edit a User Account topic:
A group member can be configured with multiple custom home pages and/or menus. That user may have a different custom home page and/or menu than that configured for each group that user is a member:
Each custom home page/dashboard a user is configured from the user account or group(s) that user is a member displays in a separate tab.
Each menu a user is configured from the user account or group(s) that user is a member of may be selected from a drop-down menu at the top of the application.
‌See the following sections in the Edit a Group topic:
Click the ellipses iconfor the menu to delete.
Click the Delete icon. The Caution screen displays to confirm the deletion of the menu.
Users or group members configured with a custom home page can view that home page by clicking the Home iconfrom the breadcrumbs.
Consider the following best practices and considerations when designing dashboards for your business stakeholders.
Understand what information your business stakeholders need to either take action on information or make that information easier to do. Understanding what your stakeholders need guides you in how to design the Display-type Screens to provide that information. Consider the following examples.
Prior to creating a dashboard, ensure that the following ProcessMaker Platform assets exist for a dashboard:
A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.
While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:
Design Business management information (BMI) and key performance indicators (KPI) for intended business stakeholders. Create one or more Saved Searches, and then design Saved Search charts from the Saved Search(es) to provide KPIs that your intended business stakeholders would inform them of business information they would value.
Design content in that Screen that this dashboard's intended audience would find valuable, including but not limited to general information, files to download or preview that this audience uses frequently, and images. Integrate information from a Collection record to provide relevant record data.
Design the Screen as intended to display the dashboard's content. Consider the following when choosing the chart types:
Line charts: Use line charts to plot data points over a period of time. They are compact, clear and precise. Line charts format is common and familiar to most people so they can easily be analyzed at a glance.
Bar charts: Use bar charts to divide your data into neat categories. These charts are easy to understand, clear, compact, and have multiple use cases.
Pie charts: Although pie charts can be visually scanned easily and stakeholders notice the biggest slice immediately, challenges in terms of scale may result in the smallest slices being so small that they even cannot display.
Keep the layout and order of information in mind. Follow these general design principles for stakeholders to more easily assimilate dashboard information:
Key information should display first, preferably in the top left region of the page. This mimics how written words are traditionally parsed. Research has shown that users will initially look to that area of a page when it has loaded.
Major trends, data points, and the most important tasks should be visible at a glance. After displaying the initial overview, provide more granular information.
Group charts, metrics, and functionality by theme with comparable items placed next or near each other.
Open a dashboard to review how users view that dashboard's content.
Opening a dashboard loads the Display-type Screen that dashboard uses and then displays its content in a new Web browser window. Review the dashboard's content prior to that dashboard's deployment or during its maintenance.
The top menu is not affected when opening a dashboard.
The Dynamic UI package must be installed to open a dashboard to review how users view that dashboard's content.
Follow these steps to open a dashboard to review it:
View all dashboards in your organization. The Dashboards tab displays:
Click the ellipses iconfor the dashboard to view.
Click the Open Dashboard icon. The dashboard opens in a new Web browser window.
Stakeholder Need
Design Guidance
Manager needs an overview of team progress and status.
Include Save Search Charts that show Request and Task status and when each started to provide insight on team member progress.
Team starts Requests for the same Processes frequently.
Use Rich Text controls with "button" images that link to Processes that may be started via Web Entry. See Locate the URL to Start a Request Via Web Entry.
Employees need information and files.
Design a homepage or portal that provides employee information and files employees may download via File Download controls.
Edit a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to edit a dashboard in your organization.
Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.
Follow these steps to edit a dashboard:
Edit the following information about the dashboard as necessary:
In the Name setting, edit the unique name of the dashboard. This is a required field.
In the Description (optional) setting, edit a description for the dashboard.
Click Save.
Understand what a custom menu is in ProcessMaker Platform.
A custom menu replaces the default top menu that displays in ProcessMaker Platform. Each item in the custom menu is a hyperlink that specific users and/or group members configured to view that menu may select to go to that hyperlink's destination. A well-designed custom menu organizes important, relevant hyperlinks to destinations that user or group members visit frequently, such as the following:
Collections for users who have access to those Collections can more easily access them after those users log on.
Saved Searches for users who have been shared those Saved Searches can more easily access them.
Requests that users start often.
External links your organization visits frequently, such as your organization's portal.
For example, create one menu for your Sales team members that provides links to the in-progress Requests location and their Saved Searches they use to monitor their KPIs, but another menu for all users to access Human Resources information. Different users and different groups may access the same custom menu.
Design custom menus with the Dynamic UI package.
View all dashboards in your organization. The Dashboards tab displays:
Click the ellipses iconfor the dashboard to edit.
Click the Edit icon. The Update Configuration Dashboard screen displays.
View all the dashboards in your organization.
The Dynamic UI package must be installed to view all dashboards in your organization.
Follow these steps to view all the dashboards in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the Dashboards tab to displays all dashboards.
The Dashboards tab displays the name of each dashboard under the Name column and provides options to view, edit or delete these dashboards.
Click the +Dashboard button. See Create a Dashboard.
Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:
Screens: Edit Screens
Screens: View Screens
See the Screens permissions or ask your Administrator for assistance.
Control how tabular information displays, including how to sort columns or how many items display per page.
Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
Click the Open Dashboard icon. The selected dashboard opens in a new browser window and displays its content as a user would experience it.
Click the Open Screen icon. The Screen opens in a new browser window and displays its content.
Click the Edit icon. See Edit a Dashboard.
Click the Delete icon. See Delete a Dashboard.
Customize site design and create dashboards that display BMI and KPI metrics for stakeholders. Customize top-level menus that link to often-used links and Requests.
Create a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to create a dashboard.
Prior to creating a dashboard, ensure that the following ProcessMaker Platform assets exist for this dashboard:
A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.
While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:
Design Business management information (BMI) and key performance indicators (KPI) for intended business stakeholders. Create one or more Saved Searches, and then design Saved Search charts from the Saved Search(es) to provide KPIs that your intended business stakeholders would inform them of business information they would value.
Design content in that Screen that this dashboard's intended audience would find valuable, including but not limited to general information, files to download or preview that this audience uses frequently, and images. Integrate information from a Collection record to provide relevant record data.
Design the Screen as intended to display the dashboard's content.
Follow these steps to create a dashboard:
In the Name setting, enter a unique name for the dashboard. This is a required setting.
From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.
In the Description (optional) setting, enter a description for the dashboard.
Click Save. The following message displays after creating the dashboard: Configuration Dashboard Updated.
View all dashboards in your organization. The Dashboards tab displays:
Click the +Dashboard button. The Create Configuration Dashboard screen displays.
Consider the following best practices and considerations when designing custom menus for your business stakeholders.
Generally, when a user cannot access a ProcessMaker location or asset, ProcessMaker Platform displays Unauthorized to that user.
Ensure that all users/group members that use the menu or redirect to a Collection have the following:
Consider the following when designing custom . When configuring a menu, ensure that your business stakeholders have access to each link's location. For example, ensure that business stakeholders have appropriate user and/or group permissions that allow them to access to destinations. Many of the following considerations also pertain to configuring which or when they next log on.
Ensure that each user that may access the link that starts a Process's Request is element to start a Request from its Process.
See .
, as configured from a user's account or a group
Access to at least view the records in that Collection, either as or as
See .
Ensure that all users/group members that use the menu or redirect to a Saved Search have been .
See .
Customize how your ProcessMaker Platform instance displays the logo, color scheme, and font.
Customize how the user interface (UI) displays in your ProcessMaker Platform instance. The following aspects of the ProcessMaker application may be changed:
Login logo: Change the logo that displays in the Login Screen. By default the ProcessMaker logo displays.
Default logo: Change the logo that displays in the upper-left of all sidebars when the icon in the left sidebar is clicked. By default the ProcessMaker logo displays.
Alternate text: Optionally enter text to display if the image linked to the default logo or icon is not available.
Default color scheme: Change any of the colors that comprise a ProcessMaker Platform color scheme. Below are the default Hex-formatted color settings for each component of a ProcessMaker application color scheme and how each is used in the color scheme:
Primary: The Primary color setting affects in the following components of the UI:
All left sidebars.
The selected top menu option.
Breadcrumb links that lead to the displayed page.
Icons that display to manage ProcessMaker Platform assets, including but not limited to Edit, Configure, and Delete icons.
The Completed icon that represents a Request or Task is completed.
Default hex color: #3397E1.
Secondary: The Secondary color setting affects in the following components of the UI:
Color for all primary action buttons in pages and screens, including but not limited to the Save and Cancel buttons.
Default color for the Secondary option in the Variant setting for Screen controls.
Default hex color: #788793.
Success: The Success color setting affects in the following components of the UI:
The +Request button that persistently displays in ProcessMaker Platform.
The In Progress icon that represents a Request is in-progress.
The Success color displays in messages that display when an application action is performed successfully.
Default color for the Success option in the Variant setting for Screen controls.
Default hex color: #00BF9C.
Info: The Info color setting affects in the following components of the UI:
Default color for the Info option in the Variant setting for Screen controls.
Default hex color: #17A2B8.
Warning: The Warning color setting affects in the following components of the UI:
Default color for the Warning option in the Variant setting for Screen controls.
Default hex color: #FBBE02.
Danger: The Danger color setting affects in the following components of the UI:
The Canceled icon that represents a Request is canceled.
Default color for the Danger option in the Variant setting for Screen controls.
Default hex color: #ED4757.
Dark: The Dark color setting affects the Dark option in the Variant setting for Screen controls. Default hex color: #000000.
Light: The Light color setting affects in the following components of the UI:
Background color of the top menu.
Color of icons in the left sidebar.
Default color for the Light option in the Variant setting for Screen controls.
Default hex color: #FFFFFF.
Default font: Change the default font that displays in your ProcessMaker Platform instance. The following fonts are available in the order they present in the application:
Default Font (the default font)
Mono Type
Arial
Arial Black
Bookman
Comic Sans MS
Courier New
Garamond
Georgia
Helvetica
Impact
Times New Roman
Verdana
Palatino
Trebuchet MS
By default the Login Page Footer setting that displays rich text below the log on settings does not contain a value. Use this setting to display information users must be aware of prior to logging on, such as terms and conditions.
Your user account must have the Make this user a Super Admin option selected to customize the ProcessMaker Platform user interface.
Follow these steps to customize the user interface (UI) in your ProcessMaker Platform instance:
Click the Admin option from the top menu. The Users page displays.
From the Custom Login Logo setting, click the Browse button, and then locate the image to display in the Login Screen. For best results, use a transparent PNG image at 292 by 52 pixels.
The Custom Logo and Custom Icon settings work together: the logo represents the complete name, tagline and any other trademarked assets for the brand; the icon represents the stand-alone icon for the brand.
Follow these guidelines to change the default logo and icon, if necessary:
From the Custom Logo field, click the Upload File button, and then locate the image to display as the brand's logo. Use a transparent PNG image at 150 by 40 pixels for best results.
From the Custom Icon field, click the Upload File button, and then locate the image to display as the brand's icon. Use a transparent PNG image at 40 by 40 pixels for best results.
In the Alternative Text setting, enter text to display if the image linked to the custom login logo, custom logo or icon is not available.
Do one of the following:
In the Hex field, enter the hex color value for your selected color, and then press Enter.
Enter the RGBA (red, green, blue and alpha) color values for your selected color.
Click one of the color swatches (or the transparency swatch) to select your color.
Click inside the color palette to select your color.
Follow these guidelines to use the WYSIWYG rich text editor to stylize your text:
Select the required text from the Rich Text control.
In the URL setting, enter the destination URL.
In the Text to display setting, edit or enter the text displayed in the log on page footer text.
In the Title setting, enter the text to display when a user hovers over the displayed text.
From Open link in… drop-down menu, select one of these options:
New window: Select this option to open the destination page in a new browser window.
Current window: Select this option to open the destination page in the current browser window.
Click Save.
Format text: Follow these guidelines to format text:
Headings: From the Formats menu, select Headings and then select a heading size.
Bold: Do one of the following:
From the Formats menu, select Inline and then Bold.
Italics: Do one of the following:
From the Formats menu, select Inline and then Italic.
Select one of the color swatches from the color palette. The selected text changes to that color.
Align text: Follow these guidelines to align text:
Left align: Do one of the following:
From the Formats menu, select Align and then Left.
Center align: Do one of the following:
From the Formats menu, select Align and then Center.
Right align: Do one of the following:
From the Formats menu, select Align and then Right.
Justify: Do one of the following:
From the Formats menu, select Align and then Justify.
Clear the current web browser session (Ctrl+F5 for most web browsers). Your web browser window refreshes to display your changes to the ProcessMaker Platform UI.
Default icon: Change the icon that displays in the upper-left of all sidebars. By default the ProcessMaker icon displays.
The .
Default for the background color, text color, and button color in all controls.
Primary action buttons in and .
The .
The .
Primary action buttons and text for .
The .
See or ask your Administrator for assistance.
to ProcessMaker Platform.
Click the Customize UI icon. The Customize UI page displays:
From the Custom Favicon setting, click the Browse button, and then locate the image to display in the browser tab. For best results, use a transparent PNG image at 32 by 32 pixels.
Follow these guidelines to change any of the colors that comprise a color scheme (as described in the section), if necessary:
Click the hex color value for the color that you want to change. The color picker palette displays.
From the Custom Font drop-down menu, optionally select one of the fonts described in the section to display all text in ProcessMaker Platform.
In the Login Page Footer setting, optionally enter rich text that displays below the log on settings displaying information users must be aware of prior to logging on, such as terms and conditions.
Source Code: Click on the Source Code iconto display the Source Code screen, and then enter HTML syntax that displays the content to display below the log on settings.
Undo changes: Click on theicon to undo the last action.
Redo changes: Click on theicon to redo the last undone action.
Insert/Edit links: Click on theicon to convert the selected text into a hyperlink. Follow these steps to create a hyperlink:
Click on theicon. The Insert/Edit Link screen displays.
From the editor toolbar, select theicon.
From the editor toolbar, select theicon.
Change text color: Use the Text Color drop-down to change text color. Click on theicon. The color palette displays. Do one of the following:
Click theicon to select a custom color from the Color Picker.
Click theicon to reset the text to its default color.
From the editor toolbar, use theicon to left-align text.
From the editor toolbar, use theicon to center-align text.
From the editor toolbar, use theicon to right-align text.
From the editor toolbar, use theicon to justify text.
Insert a bullet list: Use theicon to format text as a bulleted list.
Insert a numbered list: Use theicon to format text as a numbered list.
Indent text: Click on theicon to increase text indenting.
Outdent text: Click on theicon to decrease text indenting.
Click Save. ProcessMaker regenerates the UI.