Processmaker manual

ProcessMaker is an open source, workflow management software suite, which includes tools to automate your workflow, processmaker manual, design forms, create documents, assign roles and users, create routing rules, and map an individual process quickly and easily. It's relatively lightweight and doesn't require any kind processmaker manual installation on the client computer. This file describes the requirements and installation steps for the server.

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. It is the set of steps taken in our day to day work activities performed to accomplish a desired outcome.

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. 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. For more information about Blocking Multiple Browser Instances , please follow this link. The Home tab displays the Main Menu at the left side of the screen, where you can manage your cases as well as view all the options available when running a case. ProcessMaker 3. It is not available for ProcessMaker Mobile. If any of the EHX features that do not have corresponding features in the Home view are mission-critical to your ProcessMaker instance, then do not upgrade to ProcessMaker 3.

Case Tracking.

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!

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. System Administration All the information to install ProcessMaker. In addition, how to configure the language, email server, skin, calendar, plugins, and other settings in ProcessMaker. Helpful Resources Find out more information, get additional help and learn how to translate 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!

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The process maker edition that can be downloaded is Process Maker 1. You will notice that creating Output Documents is almost as easy as setting up Input Documents. For example, inside an insurance process within a hospital, each insurance claim for the treatment of a patient is represented by a single case. There are also some demos available in the process maker site. You can even select whether you want to generate a responsive preview for a desktop machine, a tablet, or a smartphone! Did you find this document useful? Report repository. When the password entered does not comply with the password policy, the following message in red will appear. Log in as Julian using the credentials below and create a new case in the "Invoice Approval Process". Let's fill out this form using a fictional person's information. Let's access to the ProcessMaker Case Tracker in order to take a look at the case details available to external users. After the file is selected, it will appear in the list of translation files as shown below. Next, click on the View Report button as shown in the image below. We need to use an active email account to receive the sent message when running the case.

As of ProcessMaker 3. In ProcessMaker, a case is an instance of a process.

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. Click on the Next button. A workspace opens up where the process could be drawn as a workflow. If the field is a drop down box then all the first name would be populated in the dropdown. The system variables Fieldname could be used to get the Case title. Close suggestions Search Search. Line Items Do you remember the grid variable we created? Before installing, Nginx needs to be configured to use php-fpm and point to the public folder. For more information about Blocking Multiple Browser Instances , please follow this link. Main toolbox: This toolbox includes basic process design elements like: Variables, Dynaforms, Input Documents, etc.