ProcessMaker
Documentation
Stable Release 2.5.0 (May 15th, 2013)
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This week's new feature: ProcessMaker SugarCRM Edition |
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Visit this page to check documentation about SugarCRM Edition
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ProcessMaker is commercial open source workflow and business process management software.
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I. Introduction
- ProcessMaker Basic Concepts
- Features Summary and Demos
- Frequently Asked Questions
- Processes Library
II. Install ProcessMaker
- Installation Requirements: 1.X, 2.0
- ProcessMaker Configuration Requirements: 1.X, 2.0 2.0.40 +
- Microsoft Windows
- 3.1 Automatic Installer, version 2.0
- 3.2 Automatic Installer, versions 1.6-4260 to 1.8
- 3.3 Automatic Installer, before version 1.6-4260
- 3.4 Manual Installation in WAMP
- 3.5 Installation in Zend Server
- 3.6 Installation in Zend Server, Windows 64bit
- Linux/Unix
- 4.1 CentOS/Red Hat Installation: 1.X, 2.0
- 4.2 Debian Installation: 1.X, 2.0
- 4.3 Ubuntu Installation: 1.X, 2.0
- 4.4 OpenSUSE Installation: 1.X, 2.0
- Hosted Installation
- Multiple Installations on the Same Machine
- Server Sizing Updated!!
- Load Balancing
- Database Clustering
- Other Web Servers:
- 10.1 Installation in Microsoft IIS
- Experimental Section:
- 11.1 Installation in Nginx
- 11.2 MacOSX Installation
III. Configuration
- Workspaces
- Languages: 1.X, 2.0
- Skins:1x 2.0.X
- Plugins: 1.X, 2.0
- Logo: before 2.0.39, 2.0.40+
- Authentication Customization
- External User Authentication: 1.X, 2.0
- Email Settings: 1.X, 2.0
- Calendars: 1.X, 2.X
- Process Categories
- Database Connections
- Fonts for non-Western languages
- WebDAV
- Heartbeat
- Environment Settings
- Clear Cache
- Default Time Zone: 1.X, 2.0
- File Locations
- Customizing Interface Strings
- Login: 2.0
- Executing cron.php
- Configuration File env.ini before 2.0.39, 2.0.39+
- System
IV. Designers Manual
Check the new WYSIWYG HTML Editor v. 2.5.X
- Basic Design
- 1.1 Managing Users: 1.X, 2.0
- 1.2 Roles: 1.X, 2.0
- 1.3 Processes: 1.X, 2.0
- 1.3.1 Tasks
- 1.3.2 Routing Rules
- 1.3.3 Importing and Exporting Process
- 1.4 DynaForms: 1.X, 2.0, 2.5.X
- 1.5 DynaForm Fields: 1.X, See below for v. 2.0:
- 1.5.1 Common Field Properties
- 1.5.2 Titles and Subtitles
- 1.5.3 Textboxes and Textareas
- 1.5.4 Buttons
- 1.5.5 Dropdown Boxes and Listboxes
- 1.5.6 Checkboxes and Radio Buttons
- 1.5.7 Dates
- 1.5.8 Links
- 1.5.9 Files
- 1.5.10 Grids
- 1.5.11 Image
- 1.5.12 Other DynaForm Fields
- 1.6 Input Documents: 1.X, 2.0
- 1.7 Output Documents: 1.X, 2.0
- Advanced Design
- 2.1 Using Conditions
- 2.2 Notifications
- 2.3 Process Permissions: 1.X, 2.0
- 2.4 Process Supervisors: 1.X, 2.0
- 2.5 Dependent Fields
- 2.6 Web Entry: 1.X, 2.0
- 2.7 Case Tracker
- 2.8 Events: 1.X, 2.0
- 2.9 Case Scheduler
- 2.10 Sub-Processes
- 2.11 Process Files Manager
- Data Integration
- 3.1 PM Tables: 1.X, 2.0
- 3.2 External Databases
- 3.3 Report Tables: 1.X 2.0
- 3.4 Consulting ProcessMaker databases
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V. Users Manual
- Login: 1.X, 2.0
- Cases: 1.X, 2.0
- Dashboards: 1.X, 2.0.X
- Case Notes
- Case Summary
- User Experience
VI. Programming
- PHP in Triggers: 1.X, 2.0
- 1.1 ProcessMaker Functions
- 1.2 Simple Trigger Web Services
- 1.3 Trigger Examples
- JavaScript in DynaForms
- 2.1 JavaScript Functions
- 2.2 AJAX in DynaForms
- WSDL Web Services: 1.X, 2.0
- Third Party Triggers
- 4.1 Sharepoint DWS Triggers v. 0.1
- 4.2 Sugar (Forthcoming)
- 4.3 Alfresco
- 4.4 Zimbra
- Upgrading ProcessMaker: 1.X, 2.0
- Backing up and Restoring Workspaces: 1.X, 2.0
- Deleting Workspaces
- Resetting Lost Passwords
- Clearing the Compiled Cache
- Clearing the Case List Cache
- Removing All Cases
- Changing the ProcessMaker Configuration
- Migrating from Windows to Linux/UNIX
VIII. Integration with 3rd Party Software
- SugarCRM (customer relations management)
- OpenBravo ERP (enterprise resource planning)
- Zimbra (email and collaboration)
IX. Enterprise Edition
Current Stable Release: 2.0.16 (September 12th, 2012)
- Enterprise Edition 2.0
- Pentaho Reports (data analysis and mining)
- Advanced LDAP (user authentication) v. 1.4.27
- SigPlus (electronic signatures)
- Windows Single SignOn v. 2.0.9
- Outlook Connector v. 2.0.5
- Simple Report Plugin v. 1.4.20
- Actions by email v. 2.0.12
- External Registration v. 2.0.11
- Batch Routing v. 1.4.16
- PM Monitor v. 1.4.8
- FTP Monitor v. 1.4.18
- Advanced Dashboard v. 2.0.5
- Case List Builder v. 2.0.16
- KnowledgeTree: 1.X, 2.0 (document management) v. 1.4.9
- E-Lock digital signature v. 1.4.5
- Enterprise Trial: 1.X, 2.0
- Enterprise Trial Guide
- Joining the ProcessMaker Team
- Forum
- Library
- Bug/Issue Tracker
- Translating ProcessMaker
- Translation Contribution Guideline
XI. Professional Services
- Training
- Support
- Consulting
- Partners
XII. Development
Development Roadmap Updated!
- Process Object Model
- Development Environment
- ProcessMaker Architecture
- Database Model
- Gulliver Web Development Framework
- 5.1 Application development (Forthcoming)
- 5.2 Plugin Development: before 2.0.36, 2.0.36+
- Internal Functions and Classes
- Contribute code to improve and enhance ProcessMaker!! Updated!
XIII. ProcessMaker SugarCRM Edition
- How to Install ProcessMaker Module
- Overview: Process Designer Elements
- Sugar Process Management
- Sugar Example: Discount Approval
- BPMN 101
XIII. Glossary
- Glossary
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ProcessMaker—Automate your Workflow with Business Process Management
Software licensed under the GNU Affero General Public License version 3
Documentation licensed under the Creative Commons-Attribution 3.0 Unported License
Copyright(C) 2012 Colosa Inc.