ProcessMaker is an easy to use Business Process Management (BPM) and workflow software solution. Design, run, report, and improve your business processes.

Manage your business directly from the web browser, create cases and assign them to people, design workflows and set up notifications

What's new in ProcessMaker 3.3.6:

• Bug Fixes:
• The task information of the Process Map with a Value Based assignment rule correctly displays the user information: The username of the last user participating in the current task correctly displays in the task information of the Process Map. The bug solution also applies to the following assignment rules: Cyclical, Value Based, Self Service Value Based, Self Service, Reports to and Manual Assignment. Tasks configured as parallel multiple instances don’t display the last user information.
• The jump action correctly displays the summary form after re-assigning a case: The jump action displays the summary form as well as the claim and submit buttons if the case is unassigned and the user has the Summary form permission. The jump action displays the case resume and summary form in the following lists: Inbox, Draft, Participated, Paused, Advanced Search, Review and Reassign.
• Configuring 'max file size' property in the Multiple File and File web controls now validates the post_max_size and upload_max_filesize global variables in the PHP file: The validation applies to the smaller value between the web control and the global values. Otherwise, if the user exceeds the maximum in the global values a message displays to alert them of the excess value.

1. ProcessMaker is an easy to use Business Process Management (BPM) and workflow software solution. Design, run, report, and improve your business processes.
2. Download ProcessMaker - Manage your business directly from the web browser, create cases and assign them to people, design workflows and set up notifications.

ProcessMaker is a software solution that was developed specifically to enable users to model workflows with ease, run automated notifications, create reports and improve the overall performance of your business.

Simple-to-handle interface

This is a pretty complex and comprehensive application and that is why you should not worry if the setup process takes a while. The interface you are met with is quite straightforward and clear-cut, seeing it consists of a few tabs, which enable you to access all the information available with just a click of the button.

This GUI is accessible to both power and novice users, regardless of the fact that no Help contents are included.

Upload, download and view files

First and foremost, you should know this program is accessible only from the web browser, a very handy feature, as it enables you to work from any computer without encountering any kind of issues.

This application enables you to upload any kind of file from the hard drive with the help of an incorporated file browser and the “drag and drop” function, so that others can also access and work with them. It is also possible to view information pertaining to it, such as name, last modified date, owner, type, process and case, as well as download items with ease.

Manage processes and cases

The “Designer” tab enables you to create new processes, edit, delete, deactivate or export them to a custom location using a PM file. These items can integrate custom report tables, database connections, triggers and dynaforms, while it is also possible to schedule them.

It is possible to create cases and assign them to your employees or colleagues, as well as pause them, in case something else more important comes up.

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Change account info, set up holidays and configure e-mail notifications

The “Dashboard” lets you analyze open and completed cases, view news pertaining to plugins and add-ons, and access the ProcessMaker Community, while the latter panel enables you to configure multiple options pertaining to your account.

For example, it is possible to add a logo, set up e-mail notifications, add work hours and holidays, set up process categories, change user name display and global date format, clear cache, change login settings and, last but not least, view system and process information.

A final assessment

To wrap it up, ProcessMaker is an efficient and powerful piece of software dedicated to improving the workflow in companies. The app is open-source, encloses sufficient options to keep you busy for quite a while and the response time is more than satisfactory. It does not hinder the computer’s performance and it did not pop any errors, hang or freeze in our tests.

Filed under

ProcessMaker 3.3.6

runs on:

Windows All

file size:

182 MB

main category:

Office tools

developer:

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It is possible to redirect the web browser to a different URL (web address) inside ProcessMaker triggers using PHP's header('location: URL') function. For URLs inside ProcessMaker, see G::header(), but use header() instead of G::header().

If redirecting to a different step in the current task, it is recommended to use the PMFRedirectToStep() function, because it will save the variables in the current trigger before redirecting the web browser. If using header(), then save the variables to the current case with PMFSendVariables() before redirecting the web browser.

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If using JavaScript, then the web browser can redirected by assigning the URL to window.location.href.

Here are some of the URLs which aren't documented in the ProcessMaker wiki:

• Open Step:'../cases/cases_Step?TYPE={TYPE}&UID={OBJECT-UID}&POSITION={STEP-NUMBER}&ACTION={ACTION}'
  Opens the specified step for the current task of the current case, as long as the currently logged-in user has the proper privileges to open the case. The UID is the unique ID for the object (DynaForm, Input Document, Output Document or External Step) and the POSITION is the positive integer for the step in the task. The first step in a task has a POSITION of 1, the second step is 2, etc. The object's unique ID can be found by editing a process and opening the list of DynaForms, Input Documents or Output Documents and clicking on their UID button. Alternatively, the UID for an object can be looked up in the wf_{workspace}.CONTENT.CON_ID field where CON_CATEGORY equals 'DYN_TITLE', 'INP_DOC_TITLE' or 'OUT_DOC_TITLE'. The POSITION can be looked up in the wf_{workspace}.STEP.STEP_POSITION field.
  The TYPE and ACTION depend upon the type of step:
  • DynaForms: '../cases/cases_Step?TYPE=DYNAFORM&UID={DYNAFORM-UID}&POSITION={STEP-NUMBER}&ACTION=EDIT'
  • Input Documents: '../cases/cases_Step?TYPE=INPUT_DOCUMENT&UID={INPUT-DOC-UID}&POSITION={STEP-NUMBER}&ACTION=ATTACH'
  • Output Documents: '../cases/cases_Step?TYPE=OUTPUT_DOCUMENT&UID={OUTPUT-DOC-UID}&POSITION={STEP-NUMBER}&ACTION=GENERATE'
  • External steps: '../cases/cases_Step?TYPE=EXTERNAL&UID={EXT-STEP-UID}&POSITION={STEP-NUMBER}&ACTION=EDIT'
  • Notifications (Email): '../cases/cases_Step?TYPE=MESSAGE&UID={NOTIFICATION-UID}&0POSITION={STEP-NUMBER}&ACTION='
  • Assign next user (at end of task): '../cases/cases_Step?TYPE=ASSIGN_TASK&UID=-1&POSITION=10000&ACTION=ASSIGN'
    

• Download a file:'../cases/cases_ShowDocument?a=<CASE-DOCUMENT-UID>'
  Download or opens an Input Document file or an attached file (not the step for the Input Document), as long as the currently logged-in user has permissions to open the file. Each file created in or uploaded to a case is assigned a case document unique ID which can be used to access that file. To find a file's UID, query the wf_{workspace}.APP_DOCUMENT.APP_DOC_ID field or use the inputDocumentList() web service. If needing to access particular version of the Input Document file, concatenate '&v={VERSION-NUMBER}' to the URL, where the version starts counting from the number 1. The version number can be looked up in the wf_{workspace}.APP_DOCUMENT.DOC_VERSION field.
  

• Download an Output Document file:'../cases/cases_ShowOutputDocument?a={CASE-DOCUMENT-UID>&ext={EXTENSION}'
  If the currently logged-in user has permissions, opens a generated Output Document file (not the step for the Output Document). Each generated Output Document is assigned a case document unique ID which can be used to access its files. To find the UID for a generated Output Document, query the wf_{workspace}.APP_DOCUMENT.APP_DOC_ID field or use the outputDocumentList() web service. The extension for the generated output document can be 'pdf', 'doc' or 'html'. If needing to access particular version of the generated Output Document, concatenate '&v={VERSION-NUMBER}' to the URL, where the version starts counting from the number 1. The version number can be looked up in the wf_{workspace}.APP_DOCUMENT.DOC_VERSION field.
  

• Route case:'../cases/cases_Derivate'
  Route (derivate) the current case to the next task in the process.
  Note:The recommended way to route a case to the next task is use PMFDerivateCase(), the routeCase() web service or the PUT /cases/{app_uid}/route-case endpoint.
  

• Reassign case:'../cases/cases_Reassign?APP_UID=<CASE-UID>&DEL_INDEX=<INDEX>'
  Open the screen to reassign the specified case to another user. The currently logged-in user has to have the PM_REASSIGNCASE permission in his/her role and must either be the currently designated user to work on the case or have Process Permissions for read-only access to the case. The APP_UID is the case unique ID and the DEL_INDEX is the delegation index, which is an positive integer counting the tasks in a process, starting from 1. Use the @@APPLICATION and @%INDEX system variables to get the case UID and delegation index for the current case. For other cases, these values can be looked up using the caseList() web service or querying the wf_<WORKSPACE>.APP_DELEGATION.APP_UID and wf_<WORKSPACE>.APP_DELEGATION.DEL_INDEX fields in the database.
  

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• Review case:'../cases/cases_OpenToRevise?APP_UID={CASE-UID}&DEL_INDEX={INDEX}&to_revise=true&action=to_revise'
  In version 2.X, open a case as a Process Supervisor to review it and edit its DynaForms and Input Document files. The currently logged-in user must have the PM_SUPERVISOR permission in his/her role and must be assigned as a Supervisor for the process. The {CASE-UID} is the case's unique ID and the {INDEX} is the case's delegation index.
  

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• Login:'../login/login[?u=sys{WORKSPACE}/{LANG}/{SKIN}/{PATH}/{PAGE}]'
  Logout of ProcessMaker and redirect to the login page. If the optional 'u' parameter is included, then will redirect to that page after login. Include the full web address after the IP address (and port number).
  For example, to redirect to a new case after login:
  '../login/login?u=sysworkflow/en/classic/cases/cases_New'
  

• Use session ID:'Location: {URL}?sid={SESSION-ID}'
  Enter ProcessMaker with a different session ID and redirect to the specified URL in ProcessMaker. Session IDs are created with each new login, so this option allows a different user (or the same user with a different login) to enter ProcessMaker. Session IDs can be obtained with the login() web service or by querying the wf_{workspace}.LOGIN_LOG.LOG_SID or wf_{workspace}.SESSION.SES_UID fields in the database. If querying the database for active session IDs, note that the wf_{workspace}.LOGIN_LOG.LOG_STATUS and wf_{workspace}.SESSION.SES_STATUS fields are not very accurate, because they are only changed when a user clicks on 'Logout'. If a session expires, because the user does not have any activity for a certain amount of time (which is 24 minutes by default), then these fields will not be updated.
  For example, to enter with the session ID '9501648404de51de1818eb7059342855' and redirect to a new case:
  '../cases/cases_New?sid=9501648404de51de1818eb7059342855'