Questions and discussion about using ProcessMaker: user interface, running cases & functionality

Moderators: ArturoRobles, ArturoRobles

By pdlewis
#790826
Hi,

I would like to embed 'starting a new case' first step is a dynaform into a web page so users dont have to go into the process maker interface the form just loads for them to fill in. everyone has processmaker accounts. is this possible?

I have looked at the angularjs sample whcih almost does what i want but it renders the dynaform instead of processmaker so the functionality isnt the same

thanks
By mishika
#790828
Hello,

To start a new case with a Dynaform as the first step from anywhere outside ProcessMaker you can use any of the 2 methods:

1. Use a Web Entry:
You can start your process with a Web Entry. In this, you get a link to start the case and when you click on the link from outside, the Dynaform opens up and can be submitted there itself. The process then routes and moves on to next task inside ProcesMaker.
To get a deeper knowledge of how to use Web Entry you can refer the following link:
http://wiki.processmaker.com/3.0/Web_Entry

2. Use an External Application:
This is a method where you can use all the functionalities of ProcessMaker through REST Endpoints.
You have to create an External Application and use the Application to access the REST Endpoints of PM. Through REST Endpoints you can log into PM and start a new case.
For further details on this you can refer the following link:
http://wiki.processmaker.com/3.1/OAuth_2.0
http://wiki.processmaker.com/3.1/REST_API_Cases

Hope this helps

Best Regards
Mishika
By pdlewis
#790831
Thanks Mishika

the web entry is exactly what i want, BUT i want the user to be authenticated so i can see who filled in the form. is this possible?
By mishika
#790832
Hello,

Web Entry does not authenticate the users. We need to select user when we create a Web Entry and the link generated can be used by any user. The entry of the case routed by any user who accesses the Web Entry goes in the account of the user we have selected while creating it.

If you want to authenticate the user before allowing him to use the web entry, you can use the ProcessMaker web service for login.
You can firstly login using the PM web service and then allow the access of the web entry link through which the user will fill the form.

You can refer the following link for details on login web service of ProcessMaker:
http://wiki.processmaker.com/3.0/Proces ... b_services

Hope this helps

Best Regards
Mishika
User avatar
By amosbatto
#790838
Just to add to what Mishika said, you can provide a form in your web site with "username" and "password" fields. Then use that information to login with web services or REST (web services is simpler in my opinion if you are using PHP).

There a couple of options at this point:
Option 1: In your web page, add a hidden field with the ID "username" and an <iframe> to open the DynaForm used by Web Entry. Inside the DynaForm, also add a hidden field with the ID "username" and add JavaScript to copy the username from the parent frame to the iframe.

Option 2: Manually create the first DynaForm in your web page and when it is submitted, use web services or REST to automatically start a new case which will be started with the logged in user.

Option 3. Append the session ID to the URL to start a new case in an iframe:
<iframe src="http:/example.com/sysworkflow/en/neoclassic/cases/cases_New?sid=SESSION-ID">
See:
http://wiki.processmaker.com/3.0/Proces ... atic_Login
By Bhuvanak
#816978
Web Entry does not authenticate the users. We need to select user when we create a Web Entry and the link generated can be used by any user. The entry of the case routed by any user who accesses the Web Entry goes in the account of the user we have selected while creating it.

If you want to authenticate the user before allowing him to use the web entry, you can use the ProcessMaker web service for login.
You can firstly login using the PM web service and then allow the access of the web entry link through which the user will fill the form.
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By petitcathy17
#823030
mishika wrote: Tue May 16, 2017 6:02 am Hello,

To start a new case with a Dynaform as the first step from anywhere outside ProcessMaker you can use any of the 2 methods:

1. Use a Web Entry:
You can start your process with a Web Entry. In this, you get a link to start the case and when you click on the link from outside, the Dynaform opens up and can be submitted there itself Assurance dépendance. The process then routes and moves on to next task inside ProcesMaker.
To get a deeper knowledge of how to use Web Entry you can refer the following link:
http://wiki.processmaker.com/3.0/Web_Entry

2. Use an External Application:
This is a method where you can use all the functionalities of ProcessMaker through REST Endpoints.
You have to create an External Application and use the Application to access the REST Endpoints of PM. Through REST Endpoints you can log into PM and start a new case.
For further details on this you can refer the following link:
http://wiki.processmaker.com/3.1/OAuth_2.0
http://wiki.processmaker.com/3.1/REST_API_Cases

Hope this helps

Best Regards
Mishika
Thank you very much for the information. It is true that it is difficult to manipulate all that is there is not known.
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#828234
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By willwon155
#828283
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