Processmaker manual

Process Maker is an open source business process development software. It is a workflow automation tool. The beauty of this tool is that it helps business users to login into the system using their username and password, run business case which is assigned to processmaker manual, complete their task and send the case to the next person in the process. The system automatically takes care of sending emails, storing files etc which eliminates the need for manual work.

As of ProcessMaker 3. In ProcessMaker, a case is an instance of a process. In other words, a process represents the map of work to do and a case is a new instance that follows this map. A case runs through several activities tasks or sub-processes within the process. For example, inside an insurance process within a hospital, each insurance claim for the treatment of a patient is represented by a single case. Each case in ProcessMaker has a unique ID which is a 32 digit hexadecimal number to uniquely identify the process, and a case number which counts cases starting from 1. Note: To avoid overwriting issues, use a feature that prevents opening multiple browser instances of ProcessMaker.

Processmaker manual

Current Version: 3. Release Notes Version 3. Learn how to develop business solutions in ProcessMaker Platform while maintaining your existing ProcessMaker 3 solutions in PM Classic: the perfect bridge between your new and existing solutions with a state-of--the-art BPM platform. Learn how to design your own processes, while discovering all the available BPM elements in ProcessMaker 3. Let's get started! The ProcessMaker Enterprise Edition offers many new features, performance improvements and plugins. All the information to install ProcessMaker 3. In addition, how to configure the language, email server, skin, calendar, plugins, and other settings in ProcessMaker 3. Read ProcessMaker Platform Summer documentation to learn more about the next-generation intelligent business process management software iBPMs platform for the enterprise. All rights reserved. Version: 3. Please rate how useful you found this document:. Tutorials Step-by-step examples and video tutorials to help you become familiar with ProcessMaker 3. Enterprise Features The ProcessMaker Enterprise Edition offers many new features, performance improvements and plugins. System Administration All the information to install ProcessMaker 3.

Many of processmaker manual same options can be found in the other web controls. Subject matter experts and business analysts choose ProcessMaker as their workflow software solution because they can accomplish more and communicate with their technical teams more efficiently.

All rights reserved. Introduction 1. BPM can be applied to large and small organizations alike. The goal - the improvement of business performance and agility by applying one or all of the following:. The following defines a few basic terms before we delve further into the topic. Definition of a Business Process A business process can be anything from processing a customer order, to opening a new account or on- boarding a new employee.

ProcessMaker automates workflows that are form-based and approval-driven and it improves the way that information flows between people and systems. Please rate how useful you found this document: Average: 4. Getting Started An overview of ProcessMaker with examples to get started. Learn the basic concepts and how the parts of a process work together. Tutorials Step-by-step examples and video tutorials to help you become familiar with ProcessMaker.

Processmaker manual

As of ProcessMaker 3. In ProcessMaker, a case is an instance of a process. In other words, a process represents the map of work to do and a case is a new instance that follows this map. A case runs through several activities tasks or sub-processes within the process. For example, inside an insurance process within a hospital, each insurance claim for the treatment of a patient is represented by a single case.

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So, the server or the database need not be configured manually. Process Maker is an open source business process development software. You can also create a personal access token to see the API results as a specific user would. The amount of the total will be less because of the tax recovery calculated in the sub-process. Open your "Report Form" Dynaform and export it, by clicking on the "Export" icon. The example on the left depicts a workflow level HR process and tries to show the relatively chaotic mechanisms that we are probably all too familiar with. Note that this currently takes 10 to 30 minutes before the instance is ready. Then, create the following variable as shown in the picture below. Title: Values Summary Description: This trigger obtains the summary of all values from the "Total" column in the grid. In the screenshot of variable configuration, both the Variables Out and Variables In sections have been filled out. Supervisor Tasks 1.

Current Version: 3. Release Notes Version 3.

Press Enter when finished. Try adding a text control labeled "Email Address" to your form and associate it with the "emailAddress" variable in the right column. Email from Email Accounts Settings Format. There is also a feature called Faster Response via E-mail which allows a user to approve or disapprove from email without entering Process Maker. Here, you can manage your PM Table data. Close the Dynaform. Then import the "Payment Order Creation" process to your list of processes. Triggers are PHP code which could be used to send emails, access databases etc. Select any element and click on the connector of its Quick Toolbar. In this laboratory, the "Report Form" Dynaform will be translated. Variables with Static Options In this part of the laboratory, we will learn how to create variables with static options. To dismiss this search criteria option, close the Filter: pop up window or click Cancel. If the email address is invalid, a message will remind him that they will not be able to receive notifications.