ProcessMaker specifications

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For Process Designers

Process Designers need features and tools that make it extremely simple to build and maintain business processes:

Process Map Designer

We call it the “Designer,” and this is the part of ProcessMaker where business analysts and subject matter experts can easily create workflow maps thanks to our 100% web based, drag-and-drop process designer. Business users will immediately feel comfortable in the intuitive process design environment where they can quickly design business processes and clearly communicate the nature of these business processes to the other process stakeholders. Building a clear process map is the first step toward automating the business process. Version control, drag and drop interface and other features make this process designer highly functional.

Dynaform Builder

In our DynaForm Builder business analysts can design custom forms for all an organization’s processes. The drag-and-drop interface makes it easy for business users to add just about any type of field including text boxes, check boxes, drop downs, grids, date pickers, file upload fields, and even PKI certified digital signature fields (together with add-on product). Most users think about business processes in terms of forms so the form builder is a key element to business process success. Our form builder even includes a conditional show-hide fields’ editor so that non-technical users can build forms which build themselves based on the way users fill out the forms. Technical users can enhance forms with custom CSS or javascript for greater control over form appearance and behavior.

Output Document Builder

Business managers can create electronic receipts, letters, confirmations, invoices, contracts or any other type of printable output document using the ProcessMaker Output Document Editor. The Output Documents can then be added to activities where a printable Output needs to be generated with auto-filled information collected during the process.

Business Rules Engines

ProcessMaker has a simple to use, embedded business rules engine which drives the logic behind the process. At each decision gateway, business analysts can build in logic to determine how a process should flow down one particular path instead of another in the business process.

Web Services API Trigger Builder

The ProcessMaker Web Services API is a complete set of SOAP Web Services which make it easy to embed ProcessMaker functions into 3rd party software or connect ProcessMaker to 3rd party systems. You can build your own custom triggers utilizing our SOAP Web Services or choose from dozens of pre-built connectors that we’ve already created to other popular software packages and systems.

Advanced Debugger

Our users rave about our Debugger and claim it is one of the best in the industry. Turn the debugger on to trouble shoot your processes and understand how business rules are executing and how advanced triggers are behaving. Once everything is working properly, turn off the debugger and launch your process

User Management

ProcessMaker’s user management features are powerful. Create Roles, Groups, and Departments to fully customize your solution to your organization’s unique reporting and functional structures. Different users will have different privileges. Manage user vacation periods and shift work case loads automatically to co-workers.

Cases Inbox

The Cases Inbox is the heart of the end user experience in ProcessMaker. This is where users can track the progress of requests they have initiated or requests that require their input through. Our advanced functionality makes it simple to find past cases. The inbox is designed to be as simple to use and as familiar as an E-mail inbox. Supervisors can see cases that require review or require reassignment.

Document Management

As part of the user experience within ProcessMaker, users can easily store and retrieve files that have been uploaded to ProcessMaker or created by ProcessMaker as part of a business process. These files and documents are stored in a complete document management system that comes included in ProcessMaker by default. You can manage custom tag clouds, custom folder paths, and you even have version control.

Case Notes

It is now possible for any participant in a workflow to post notes to a particular case at anytime without needing to be the user assigned to the case at that moment. This feature is intended to add flexibility to ProcessMaker and allow for users to have a conversation surrounding a case without the rigidity normally associated with filling in forms or following steps.

In the Cases List you will now see a dialogue icon. Users can click on the dialogue icon (available in all of the Cases views – Inbox, Draft, Unassigned, Participated and so on) to open a modal window and see the list of posted notes or add a new note. All notes are date, time, and user stamped. Users can also access the notes view when they are inside a case. Next to Steps, Information, and Action there is now a link to Case Notes.

All current case participants are notified by email when another participant posts a note about a case. The result is a more collaborative and social way for participants to relate to cases in a ProcessMaker workflow.

LINKS:

ProcessMaker Workflow Designer
Dynaforms / Webforms
Output Document Builder
Web Services API Trigger Builder
Advanced Debugger
User Management
For ProcessMaker Users
Document Management
Videos