Questions and discussion about using ProcessMaker: user interface, running cases & functionality
#829582
amosbatto wrote: Tue Aug 22, 2017 5:46 pm I just randomly flipped through parts of the book, and it looks pretty good. I hope that you have good sales of the book.

Would you like me to make this post a sticky announcement on the forum for the next week (so it stays at the top of the list of posts)? We are always happy to see others promoting the use of ProcessMaker.

I have two observations about the book. In the beginning when installing PM with Bitnami, you should mention that Bitnami installations are generally only used for testing and developing processes. A manual installation is recommended when using processes in production, because Bitnami installations cannot be upgraded to later versions and Bitnami installations are generally slower and use more resources than manual installations.

In your JavaScript code, I recommend only using jQuery selectors. For example, you use code like this that mixes standard JavaScript and jQuery:
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//Register comments handler to button events
document.getElementById("form\[comment_button\]").onclick = addComments;
$("form").submit( addComments );
First of all, you don't need to escape the [ and ] characters in standard Javascript, so this will work:
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document.getElementById("form[comment_button]").onclick = addComments;
However, the PM Developers don't recommend using document.getElementById() to obtain the elements of a form, because the developers say that it might not always work in the ProcessMaker Mobile App, although I haven't seen an example where it doesn't work. However, it is necessary to use the custom helper functions setValue(), getValue() and setOnchange() which only work with jQuery, instead of the value and onchange properties in standard JavaScript. To avoid problems and possible confusion, we recommend always using jQuery(), even though it may be more complicated in some instances.

Officially, we recommend that you use code like this:
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$("#comment_button").find("button").on("click", addComments);
I personally don't like using the find() function because you have to know what HTML element you are searching for ("button", "div", "input", "select", "textarea", etc.) with each type of control, so I directly select the element through its ID "form[id]" which requires escaping the square brackets [ and ] with \\:
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$("#form\\[comment_button\\]").on("click", addComments );
I also don't see much reason to use .on() instead of .click() which is a shorthand that does the same thing:
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$("#form\\[comment_button\\]").click( addComments );
Some people find escaping with jQuery selectors to be very confusing, so they use this code:
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$("[id='form[comment_button]']").click( addComments );
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No matter which method that you choose, I do recommend using jQuery() in all instances, so that people get used to using jQuery and won't try to use document.getElementById().value and document.getElementById().onchange which will cause problems.

If you want me to review your code in the entire book, you can email me a copy of your book at amos@processmaker.com and I will look at it when I have time.
Terrific! I have just purchased a copy (I couldn't resist at that price)!
Thanks
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By Yogesh
#829752
Hi Team,

I have one developed project, it is related with credit card request when i tried to submit my first form then i am facing below error:
DOMDocument::loadHTML(): Tag o:p invalid in Entity, line: 7

Please suggest me, How can i resolved this issue.
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By yaaraaja4
#830310
Version 5.4) inside workflow>public_html directory of processmaker.
My company provided the code and wanted me to run it in my local machine. But the thing is I have no idea how to run it . I can't seem to find any guidelines, documentations or answers.

So any guidance would be a lifesaver. Thank you
By cabalsmith6
#830330
ProcessMaker Designer is a BPMN 2.0 compliant process designer with drag and drop functionality that allows you to easily model your business processes, create forms for capturing data when running the process, set up business rules or conditions and assign users to tasks making up the process amongst other things.

If you are wondering what BPMN 2.0 means, BPMN stands for “Business Process Model and Notation” and it is a global standard for business process modelling which provides a set of graphical notations for the specification of a business process in a Business Process Diagram. The current version of the standard is 2.0 and it is maintained by the Object Management Group (OMG).
BPMN 2.0 provides a uniform means for business owners to clearly describe their business processes in a standard manner that can readily be understood without any familiarity with the nuances of the business or organisation. By being BPMN 2.0 compliant, the ProcessMaker designer allows us to model our process in any BPMN 2.0 compliant application and import them into ProcessMaker, and vice versa.

When you click the Designer tab in the main menu, the Process List screen is displayed as shown in the diagram in the previous section. This screen displays a paged list of all the processes currently in the system. At the moment we have none. The menu bar (see image below) on the page gives us options for creating, editing, enabling or disabling, importing, exporting, deleting and searching for processes.

Process List Actions
We will briefly explore the available actions in the Process list as we proceed to create our first ProcessMaker process.

New
This allows us to create a new project in ProcessMaker (The term project is used because a project can contain more than one process, e.g. a main process with sub-processes). Let us see how this works.

Click the new button in the menu bar and the modal pop-up below is displayed.
Enter a name for the project and a description. Leave the category as “No Category” for now. We will learn how to create categories when we explore the Admin features.

Click the Create button.
The new project is created and the Process Designer screen is displayed. The screen is overlaid with an introductory walkthrough that shows you the key features of the designer and what they do. Click the next button on the walkthrough to quickly explore the designer and click the Done button at the end. Basically I have also developer a BPM app with help of mobile app development company(https://enterprise.affle.com/mobile-app-development) . Click the Close button in the top-right corner to close the project and return to the list of processes. Your newly created process should now be displayed in the list.

Edit
The Edit option as the name implies allows you to edit the processes you create in ProcessMaker. To edit a process, you select it from the list and click the Edit button from the menu bar. When a process is selected from the list, it is highlighted in yellow. Clicking the Edit button launches the process designer allowing you to make the required changes to the process.


Status
The status option shows the status of a process and toggles between Deactivate (for Active processes) or Activate (for Inactive processes) when a process is selected from the list. Newly created processes are active by default as seen in the image above. When a process is deactivated, users will no longer be able to work on the process. To Deactivate a process, select it and click the Deactivate button.


The process status changes to Inactive as seen in the diagram above, and the Status button now shows the option to Activate. Select the process and click Activate.

Export
The Export option allows you to export your projects outside of ProcessMaker. This is useful for copying a project from one ProcessMaker instance to another. Let us see how it works. Select your project and click the Export button. The Save dialog is displayed, choose a location on your system and save the project. The project will be saved with a .pmx extension.

Delete and Delete Cases
The Delete option allows you to delete a project. A project can however only be deleted if it has no cases. The Delete Cases option is a recently introduced feature in version 3.0.18 that allows you to delete all the cases of a process.

Hope this will help everybody.
By Ajaykumar
#830419
Step 1: Download & Extract ProcessMaker. ...
Step 2: Configuring PHP Settings. ...
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Last edited by Ajaykumar on Thu Jun 15, 2023 9:02 am, edited 5 times in total.
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#830845
If you're new to ProcessMaker, I highly recommend checking out a beginner's guide! Understanding the basics of this powerful workflow and business process management platform can make your journey much smoother. A comprehensive beginner's guide will walk you through the key concepts, terminology, and functionalities of ProcessMaker, helping you grasp the foundations and build a solid understanding.
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ProcessMaker is a BPM software that enables businesses to design, automate, and manage workflows efficiently. After installing the software, users can create custom workflows using the intuitive Process Designer and design forms with the Form Builder. Key features include workflow automation, task assignment, and the ability to simulate processes for testing. Users can define roles, set up automation rules, and deploy processes for real-world use. Monitoring and optimization are facilitated through built-in reporting tools, and the ProcessMaker community provides a valuable resource for support and collaboration. The continuous improvement cycle involves analyzing data and user feedback to refine and enhance workflows over time.
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