Processmaker manual

As of ProcessMaker 3.

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 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 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. The process maker edition that can be downloaded is Process Maker 1. It is browser based. It can be installed in the local host or the IP address of the machine. All Apache, MySql servers must be uninstalled before installing process maker. So, the server or the database need not be configured manually. It is a one step installation process. Just double click on the installation software and it will install Apache, MySql and Process Maker software. The installation would prompt for:.

Select the "Treasury and Accounts" department from the list of departments, and click on the "New Sub-Department" button:. Add three new columns by dragging and dropping the following web controls onto the processmaker manual. Web Control Label Associated Variable.

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 and easily. It's relatively lightweight and doesn't require any kind of installation on the client computer. This file describes the requirements and installation steps for the server. Before installing, Nginx needs to be configured to use php-fpm and point to the public folder. The online documentation for usage of ProcessMaker 4 can be found by clicking the link below.

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.

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.

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In order to enable external users to access the ProcessMaker Case Tracker, you must provide them with the following details:. Look for the "Invoice Approval Process Receive Invoice " starting task in the "Finance" process category, and double click on it. After the tasks are added they can be connected using the connectors found in the toolbar. In this form: Matrix size: The size of the square matrix. Double click on the case to open it. Label it as "Invoice Date". Unit 1 Unit 1. Note: The search is restricted by the rule criteria determined by the selected options and the search is per user account. Go to the process list in the Designer menu and then click on the Import button. Personal Growth Documents. Click on "Save" when Finished. Our password complies the policies, as confirmed by the green message. Once a case is run, you will be able to access the reports associated to the case. Fill in the form as shown in the image below.

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.

The Administration Interface allows you to configure the environment of your ProcessMaker instance. A link will be posted in the PR comments when it's ready. Email from Email Accounts Settings Format. Debugging Tec Debugging Tec. Next, open the "Invoice Approval Process" by double clicking on it. Lab 11 Lab PP email type: The type of token generated. Email from Format: This is the sender email set in the Email Account settings. Click on the green Save button to save the configuration of your web entry. This configuration will appear in your list. The Custom Actions configuration is ready.