Business Process Automation with ProcessMaker 3. 1 : A Beginner's Guide.

Intro -- Table of Contents -- About the Author -- Acknowledgments -- Foreword -- Introduction -- Chapter 1: An Introduction to Workflow and Business Process Management -- What Is a Workflow? -- A Sample Workflow -- What Is a Business Process? -- What Is BPM? -- What Is ProcessMaker? -- Chapter 2: Getting Started with ProcessMaker -- Installation Steps -- For Mac OS X Users -- For Windows Users -- The Bitnami Application Manager -- The Welcome Screen -- The Manage Servers Screen -- The Server Events Screen -- Exploring the ProcessMaker Interface -- ProcessMaker Concepts -- Chapter 3: The ProcessMaker Workflow Designer -- Process List Actions -- New -- Edit -- Status -- Export -- Delete and Delete Cases -- Import -- Category Filter and Search -- Debug -- Process List Columns -- Process Designer -- Top Toolbar -- Full Screen -- Undo and Redo -- Zoom -- Export Diagram -- Export Process -- Save and Save As -- Help -- Close -- Process Map Area -- Shapes Toolbox -- Task -- Sub-Process -- Gateways -- Exclusive (XOR) Gateway -- Parallel (AND) Gateway -- Inclusive (OR) Gateway -- Events -- Start Events -- Intermediate Events -- Intermediate Throwing Events -- Intermediate Catching Events -- End Events -- Chapter 4: Modeling a Process -- Create a New Process -- Add Tasks to the Process -- Connecting Tasks in the Process -- Chapter 5: Making the Process Comprehensible -- The Shapes Toolbox, Continued -- Data Elements -- Data Object -- Data Store -- Pools and Lanes -- Artifacts -- Group -- Text Annotation -- Tying It All Together -- Complete the Process Model -- Chapter 6: Building the Process -- Variables -- Variable Name -- Variable Type -- Database Connection -- SQL -- Define Accepted Variable Values -- Create the Variables -- Dynaforms -- Chapter 7: The Responsive Dynaform Designer -- Dynaform Title -- Dynaform Designer Menu -- Save -- Export -- Import.

Preview -- Clear -- Language -- Close -- Dynaform Control and Properties Panel -- Web Controls -- Properties -- History of Use -- Dynaform Container -- Form Control Properties -- Row Control Properties -- Chapter 8: Dynaform Web Controls -- Creating Variables from the Dynaform Designer -- Textbox -- Textarea -- Dropdown -- Checkbox -- Checkgroup -- Radio -- Datetime -- Repositioning a Row -- Suggest -- Dividing a Row -- Hidden -- Title and Subtitle -- Label -- Link -- Image -- File -- Multiple File Uploader -- Submit and Button -- Grid -- Adding Controls to the Grid -- Adding and Deleting Rows -- Paging Records in the Grid -- Modifying the Grid Layout -- Validating Required Fields -- Mathematical Functions in Grids -- Panel -- Subform -- Chapter 9: Adding Forms to the Process -- Building the Form -- Adding Comments to the Form -- Debugging Errors in JavaScript -- Cloning the Form -- Adding Approval Functionality -- Approval without Code -- Approval with Code -- Another Variant of the Form -- Assigning a Form to a Task -- Default Steps in a Task: Assignment and Routing -- Adding a Dynaform Step -- Chapter 10: Administering Users in ProcessMaker -- Users -- Adding a New User -- Editing a User -- Disabling a User -- Deleting a User -- User Summary, Group and Authentication -- Groups -- Creating a Group -- Editing a Group -- Deleting a Group -- Assigning Users to a Group -- Assigning Groups to a User -- Departments -- Adding a New Department -- Assigning Users to a Department -- Setting a Department Manager -- Deleting a Department -- Roles -- Default Roles -- System Administrator (PROCESSMAKER_ADMIN) -- Operator (PROCESSMAKER_OPERATOR) -- Manager (PROCESSMAKER_MANAGER) -- Creating New Roles -- Viewing and Editing Role Permissions -- Assigning Users to Roles -- Authentication Sources -- Setting Up an Authentication Source.

Importing Users from an Authentication Source -- User Experience -- Changing the User Experience for a User -- Chapter 11: Assigning Users to Tasks in a Process -- Assigning Users and Groups -- Cyclical Assignment -- Manual Assignment -- Comparing Cyclical, Manual, and Value-Based Assignment -- Value-Based Assignment -- Reports To -- Self Service -- Self-Service Value-Based Assignment -- Chapter 12: Triggers -- Trigger Timing -- Before a Step -- After a Step -- Before Assignment -- Before Routing -- After Routing -- Case and System Variables -- Case Variable Prefixes -- System Variables -- Variable Selector -- Creating Triggers -- Predefined Triggers -- Custom Triggers -- Copying Triggers -- Testing the Triggers -- Debugging Triggers -- Enabling and Disabling Debug Mode -- ProcessMaker Debugger -- Identifying Errors -- Chapter 13: Input and Output Documents -- Input Documents -- Creating an Input Document -- Adding Input Documents to a Dynaform -- Adding Input Documents as a Step -- Viewing the Documents in the Document Management System -- Output Documents -- Creating an Output Document -- Chapter 14: Completing the Process -- Building the Additional Forms -- Modifying the Imported Form -- Clone the Form -- Assign the Forms to Tasks -- Define the Routing Rule -- Configure Assignment Rules -- Set Up Receipt Upload -- Generate the Expense Report -- Add Some Triggers -- Test the Changes -- Chapter 15: Enhancing the Process -- Feedback -- Finance Officers -- Supervisors -- Employees -- Case Labels -- Email Notifications -- Using the Task Notification Property -- Creating a Template for Email Notification -- Using PMFSendMessage in a Trigger -- Assign the Triggers to Tasks -- Check that Email Sending is Configured -- Prefilling Form Fields with Triggers -- Setting Datetime Control Properties -- Dynaform Logic in JavaScript.

Case Permissions and Case Notes -- Escalating Unclaimed Cases -- Testing the Enhancements -- Chapter 16: Complex Routing with Gateways -- Exclusive (XOR) Gateway -- Parallel (AND) Gateway -- Sample Process -- Process Map -- Process Dynaforms -- Process Triggers -- Assign Forms and Triggers to Tasks -- Assign Users/Groups to the Tasks -- Testing the Process -- The Inclusive (OR) Gateway -- Cloning the Process -- Changing the Gateway -- Applying the Conditions -- Testing the Process -- Default Flow -- Chapter 17: Admin Features -- Settings -- Logo -- Email Servers -- Calendar -- Calendars Order of Precedence -- Process Categories -- Language -- Skins -- Environment -- Cases List Cache Builder -- Clear Cache -- PM Tables -- Creating a Report Table -- Creating PM Table -- Login -- Dashboards -- System -- System Information, Check PM Requirements and PHP Information -- Plugins -- Logs -- Chapter 18: Going Mobile -- ProcessMaker Mobile Apps -- Install the App -- Install ngrok for Remote Access -- Launch ngrok on Mac OS X -- Launch ngrok on Windows -- Configure Mobile App Settings -- Create a Case -- Deploying to Production -- Chapter 19: Installing ProcesMaker on a Cloud Server -- Getting a DigitalOcean Account -- Register for Your Account -- Confirm Your Email Address -- Account Verification -- Creating Your Droplet (Virtual Private Server) -- Connecting to the Droplet -- Using Mac or Linux -- Using Windows -- Installing ProcessMaker -- Remove MariaDB -- Install Apache -- Install PHP 5.6 -- Install MySQL 5.5.X -- Secure the MySQL Installation -- Disable SELINUX -- Enable Firewall and Open ProcessMaker ports -- Download and Extract ProcessMaker Installer -- Configure Apache Web Server -- Complete the Installation -- Take a Snapshot -- Chapter 20: Deploying to Production -- Get a Free Domain Name -- Set Up DNS -- Install SSL Certificate.

Create a non-Root Super User -- Install the Required Software -- Request a Certificate from Let's Encrypt -- Deploying the Process -- Configuring the Mobile App -- What Next? -- Index.

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Electronic reproduction. Ann Arbor, Michigan : ProQuest Ebook Central, 2024. Available via World Wide Web. Access may be limited to ProQuest Ebook Central affiliated libraries.