Processmaker manual

ProcessMaker is an open source, workflow management software suite, which includes tools to automate your workflow, design forms, create documents, assign roles and users, create routing rules, and map an individual process quickly processmaker manual easily.

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. The case status trays available from ProcessMaker 3. Search cases for My Cases and Tasks trays.

In this example, if Julian Dribin processmaker manual an invoice, the approval task will be automatically assigned to his supervisor Ian Barret.

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 them, 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. The tool also helps to monitor the status of the case, escalate the case if required and review the case at any later date. Thus the tool helps in automation process and improves the organizational efficiency.

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 manual

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.

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Your "Invoice Approval Process" is ready to run. These are important for the file name and identification. The variable list will be updated. Click on "Save" when Finished. A holistic perspective of BPM includes all three of the following components. The details for connectivity:. Go to the process list in the Designer menu and then click on the Import button. For this example, please configure your Variable In to reflect the screenshot below. Only after this the JavaScript code could be written. Note: In the event that you don't have this database already created in your database server, you'll have to manually create it. It helps business users to login into the system using their username and password, run business case which is assigned to them, complete their task and send the case to the next person in the process. The installation would prompt for:. In the origin field, click on the button to find the variable you wish to pass from the parent process. Hammerora Qs Tutorial 1. For the translation, the "msgstr" will be modified.

Current Version: 3. Release Notes Version 3.

The information entered into Dynaform fields and case variables is stored as serialized strings, which are not easy to access using database queries. Then, create the following variable as shown in the picture below. Let's try another exercise. Did you find this document useful? Now, let's assign steps to the "Approve Invoice" task. 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. For programmers, this information is saved in an associative array. But, what if we want external users users not registered in our ProcessMaker server to be able to use this automated process too? As soon as you add a new lane to your process map, you will be able to define its text label. Let's add a subtitle labeled "Line Items" to the empty row at the bottom of the Dynaform in order to keep it properly organized. Helpful Resources Find out more information, get additional help and learn how to translate ProcessMaker 3. PM Tables are designed for users who do not wish to go through the hassle of maintaining an external database. Matrix size: The size of the square matrix. Full OpenAPI 3.