Learn how to start a process from the launchpad.
Follow these steps to start a request of your Process:
Go to Process Launchpad and find your process.
Click on the process card to view the launchpad.
If there are different starting events, you can find the following:
If the starting event is a Web Entry, click Copy Link to copy to the clipboard the web entry case URL.
If the starting event is a Start Task Event, click Start to start a case in the same login session.
The first Task in that process displays.
Click the Start This Process button. The Starting Events window displays.
View the Process Launchpad to see and take action over the available processes and Guided Templates.
Follow these steps to view the Process Launchpad:
Ensure that you are logged on to ProcessMaker Platform.
Click the Processes option from the top menu to view the Process Launchpad.
Process Launchpad shows the following information:
The Search Categories field to search process categories.
The Available Processes section displays all the available process categories and has the following built-in categories:
All Processes: All processes. It displays as default.
My Bookmarks: All processes marked as favorites. It displays as default.
Uncategorized: All processes without category.
Default Templates: All processes created using a template.
The Add From Templates section displays Guided Templates.
The main panel displays the process tiles.
Follow these steps to view a process through the Process Launchpad:
From the Process Browser menu on left, select a category from the list of Available Processes. Alternatively, enter the name of a category in the Search Categories field to filter processes.
After a category has been selected, the main panel displays all the processes in the selected category.
In the top-right of the selected process card, click the Add to My Bookmarks icon to add this process to the My Bookmarks category on the left.
Click a process card to view details of that process.
The process launchpad displays the following:
The name of the process and its description.
An image carousel. Add images for it in the process launchpad configuration.
Next to the process title, click the three dots icon to manage the process. Start a case through the Process Launchpad.
Below the Start this Process option displays the number of active requests.
Below the request counter is a custom chart which is selected in the process launchpad configuration.
The Process Launchpad bottom displays two tables My Requests and My Tasks. My Requests display request status and links to it. My Tasks displays task status and a link to its case.
Learn about Process Launchpad, and how to interact with your processes in an easy and comfortable way.
Overview
Process Launchpad is designed to help you organize all your processes in one centralized location. It simplifies starting and completing requests and also provides access to Guided Templates. Process Launchpad includes the following features:
View a list of processes organized in categories and get an overview of each process and its purpose.
Start a process.
Track and complete past requests of a process, and view detailed status updates.
Get a birds-eye view of key performance metrics of your processes.
Use Guided Templates to create a new process.
Watch the following product tour to get an overview of the Process Launchpad.
Configure how a process is displayed in the Launchpad.
Follow these steps to configure a process launchpad:
From the Process Launchpad, select a process card to view details.
Click the three dots next to the process name.
Click the Edit in Launchpad option. The Publish New Version window displays.
Configure the following:
In the Description of Process field, enter a process description.
From the Launchpad Icon dropdown, select an icon to display in the process card.
From the Chart dropdown, select a chart to display in the process launchpad.
In the Images for carousel field, upload images to display in the process launchpad carousel.
The images carousel supports PNG and JPG files of size 2MB or less.
Optionally at the top-right, click Version Info to add a version name and description for that configuration.
Click Save to save the process launchpad configuration.