Screens Types

What is a Screen?

A Screen serves as the interface where process participants can view or interact with information. It provides a way for participants to enter, edit, or review information within a process, enabling seamless interaction with the system. Screens can be reused across multiple Processes that require the same type of information, such as a person's name, email address, or other business details.

Here are a few ways participants can interact with Screens:

• Enter data needed in a case.

• Review information and then approve or reject a case.

• Upload or download documents as attachments.

• Display information from Script output.

• Acquire a digital signature, and then display that digital signature in another Screen.

Designers can design Screens that only display information in useful ways:

• Use Saved Search charts to display key performance indicators (KPIs) to monitor your business goals.

• Display commonly used information and downloadable files for your employees. For example, create a dashboard that serves as a portal for all your employees to read special announcements, download the employee handbook, and display relevant Collection record information.

• Preview a file.

Screen Types

There are many ways to design Screens to digitize your business needs across your business solutions and reuse them across multiple Processes using the following Screen types:

• Form Screens

• Display Screens

• Email Screens

• Conversational Screens

Form Screens

This is the most commonly used screen type. Use the Form-type Screen to design interactive and complex multi-page forms. Below are a few ways that Request participants might interact with a digital form:

• Enter information, such as name and email address, to apply for a loan.

• Approve the department budget.

• Upload or download documents.

Following screen controls are available for designing the Form-type Screen:

Display Screens

Use the Display Screen to display read-only information or allow Request participants to download files. The Display type has limited functionality compared to the Form type, but dashboards and Request participant Welcome Screens use Display-type Screens to display key performance indicators (KPIs) and commonly used information for specific business stakeholders in your organization.

The Display type provides the following controls in Screen Builder:

Email Screens

Use the Email Screen to compose the email body for email messages to be used with the Send Email connector. The Email type provides the following controls in Screen Builder:

• Content fields

  • Rich Text control

  • Record List control

  • Submit Button control

  • Link URL control

The Send Email connector can reference only Email-type screens.

Conversational Screens

Use the Conversational Screen to design functional rule-based modern chat style experiences. When a Conversational-type Screen renders, that Screen displays as a streaming interactive chat box from which the Request participant interacts with the automated chat. See What is a Conversational Screen? for more information regarding how Conversational-type Screens function.

The Conversational type provides the following controls in Screen Builder:

• Input fields

  • Line Input control

  • Select List control

• Content fields

  • Rich Text control

View all Screens

ProcessMaker Platform displays all Screens in one location that is accessible to all process designers with permissions to view these Screens.

Follow these steps to view all Screens in your organization:

1. ​Log on to ProcessMaker Platform.

2. Click the Designer option from the top menu to view the Designer Welcome Screen.

3. Do one of the following:

   • From the Assets pane, hover over the Screens icon, and then select View All Screens.

     

   • Click the Screens icon from the left sidebar to view a list of Screens.

The Screens page displays the following information in tabular format about Screens:

• Name: The Name column displays the name of the Screen. Click the name to edit the Screen in Screen Builder.

• Description: The Description column displays the description of the Screen. See Manage Screens for more information.

• Category: The Category column displays a Screen Category to which the Screen is assigned.

• Type: The Type column displays the type of the Screen. See Screen Types.

• Modified: The Modified column displays the date and time the Screen was last modified.

• Created: The Created column displays the date and time the Screen was created.  Note: All time zone settings are according to the ProcessMaker Platform instance or the Time zone setting your user profile.

Edit a Screen

Follow these steps to edit a Screen:

1. View all Screens.

2. Hover over a row in the list of screens, click on the menu and select the Edit Screen option.

   

3. The Screen will display in the Screen Builder ready for your changes.  

   

4. Follow instructions in the Screen Builder section to edit the Screen.

Search for a Screen

Use the Search function to filter all Screens from the Screens page based on your entered text.

Follow these steps to search for a Screen:

1. View your Screens. The Screens page displays.

2. Enter in the Search setting the text to filter Screens using any of the following criteria:

   • Name: Filter by the Screen name that displays in the Name column.

   • Category: Filter by the Screen Category name that displays in the Category column.

   • Description: Filter by the Screen description that displays in the Description column.

As you enter text into the Search setting, Screens display that match your entered text.

If there are no search results, the following message displays: No Results.