I have spent the last 3 weeks installing, printing wiki pages from copy/pasted documents in MSWord, running cases from some of the sample ones provided by ProcessMaker .. and I am still only barely understanding setting up a case that runs without errors.
The biggest problems that I am struggling with are:
1. Assigning certain tasks to only the user who started the case. I have looked in depth at the "Credit Card Application" provided online by the ProcessMaker folks. I looked at every task, every Dynaform, every upload setting, everything .. and noticed that in this example:
a. No user rights were assigned - This is a tough one for me to learn. How do I set this up so that certain tasks are automatically assigned to whoever started the case?
b. the process failed because no email notification message section was filled in. I figure this out and added some text.
2. How can I automate the creation of folders that are case specific? I want a new set of folders to be created that will be used exclusively for the documents from that case.
3. What is the best way to get the documents uploaded/created off the site and down to the LAN environment in my office. After all, since my main reason for using process maker is to automate what we used to do on paper, I still want some documentation (digital, in this case) when the process is complete. Is there a way to automatically email the documents that are in the folder created by the case?
4. How do I create a document of each of the Dynaforms? That information is pretty important and should also be saved (at the end of the case) to the files folder.
5. When the case is done and the files sent by email, can the case be deleted and the folder too?
When these questions are answered (and any that have answers can certainly provide them to me) I will be creating a manual for use by those wanting to walk their way through the work of building a process. ProcessMaker is a fantastic program. The possibilities are absolutely endless. This program has given my dry, boring Visio flowcharts something to sing about. In fact, I told a friend yesterday when he asked what ProcessMaker was that "It is like Visio on steroids!"
I want to heartily thank the programmers for this software. I will do everything that I can to get the word out about this great program. Thank you guys & gals for your diligent work on this software. If any writing that I can do will make it more useful for others and thus more successful for you folks, I am happy to do so!