1. What is ProcessMaker Library?
ProcessMaker Library is a repository for sample process templates, where ProcessMaker users can browse, download, and import templates into their PM workspaces.
ProcessMaker Library was designed as a way for the ProcessMaker community to try out ProcessMaker workflows, get ideas for workflow designs, and see first-hand some of the advanced features that ProcessMaker offers.
2. How do I get started using the Library?
It’s easy to browse, import, and download workflow templates from the Library.
BROWSE: You can click on a process title to read a description and see information about the process. Process descriptions include which features are highlighted by a given process.
DOWNLOAD: If you’d like to download a process, click the download icon and save the .pm file to your computer. You will need to register a free PM Library account in order to download processes.
IMPORT: Log in to your ProcessMaker administrator workspace, and click Import under the Processes tab. Search for the saved .pm file on your computer, and import it to your workspace.
3. I’ve imported a process. Now what?
Once you’ve imported a process, you’ll need to assign users to each task. User accounts are not imported or exported with a process!! Create valid user accounts, and right-click on each task of the process map to assign users.
In some processes, a user group is already assigned to a task. In that case, you’ll need to assign your own users to that group. Under the users tab, create user accounts and assign them to the appropriate groups.
Once you’ve added valid users to tasks or groups, you can then run the process. Log in as the user assigned to the first task, and you’ll be able to start a case. Logging in with the user accounts you’ve assigned to the subsequent tasks, you can continue to run the process from the user side.
You can edit, adapt, and expand process templates as you wish.
4. How can I use the Library from my ProcessMaker Live hosted account?
There are two ways to use ProcessMaker from your Live account.
Under the Processes tab, you can click the direct link to Browse Library. You’ll see a list of available process templates. Sign in using your Live workspace (not email) as your user ID, and your Live password, to import processes directly to your workspace.
Or, you can visit the PM Library, create an account, download processes, and import them to your Live workspace.
5. Do I need to register to download processes?
Yes, it’s free to register. All you need is 30 seconds and a valid email address. Click here to register a new account.
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