Log on to ProcessMaker Mobile 2

Overview

After getting the ProcessMaker Mobile app for Android or iOS, it is possible to configure credentials and then log on to this mobile app. The configuration should be done in each mobile device where the ProcessMaker app will be used. The ProcessMaker Mobile app can be configured to use a workspace in any ProcessMaker 3 server. To create users, modify the process, or create new workspaces, open a web browser on a desktop computer and log on to the ProcessMaker server with an administrator user. The logon in ProcessMaker Mobile should be different depending on whether you log on via a standard interface, a Google account or an Enterprise plugin.

Configure ProcessMaker Mobile Credentials

Before starting, the mobile app on Android or iOS must be configured to use a workspace on your own ProcessMaker server. To configure ProcessMaker Mobile, follow the next steps:

1. On the device's home screen, tap the ProcessMaker icon to open the app. If this is the first time that you are opening ProcessMaker Mobile, a product summary will display first.

2. The logon screen displays. Tap the Settings button to configure the server.

   

3. The Settings screen display. Tap the Server URL field.

   

4. The Server URL window displays to enter the server URL. In this field, type the server URL such as https://192.168.1.1 or https://pm.example.com. Then, tap OK.

   

   Please note that this Enterprise server needs at least one active user account to log on.

5. After saving the server URL, the Settings screen displays again. Tap the Workspace field.

6. The Workspace window displays. In this field, type a valid workspace name available on the server such as workflow3018. If you are using a personal ProcessMaker server, the default workspace is workflow. Then tap OK.

   

7. After the server is configured correctly, the Settings screen displays again. To go back to the logon screen, tap the arrow button at the top left of the Settings screen.

Clear Cache Setting

Available Version: As of ProcessMaker Mobile 2.3.5 and later.

ProcessMaker can clear the cache automatically in certain scenarios. This functionality improves the use of data and makes ProcessMaker Mobile faster when working with different requests to the server. It also allows the application to work more fluid after performing different tasks.

Functionality

Clear Cache only releases the cache memory. Remember that no files are deleted and this action performs the Clear Cache functionality automatically and periodically.

Note: When using Clear Cache functionality, the default Server URL is set up to Https. Since ProcessMaker Mobile App only works with Secure Domain Services, it is mandatory to use HTTPS URL.

This section lists the events in which ProcessMaker performs the clear cache functionality:

• When opening the application.
• When the application is inactive for five minutes in the background.

See the following sections regarding how to clear cache settings for each mobile operating system:

• Clear Cache On Settings in the Android Mobile Phone
• Clear Cache On Settings in the iOS Mobile Phone

Clear Cache On Settings in the Android Mobile Phone

Follow these steps to clear the application’s cache in the Android mobile phone:

1. Enter the ProcessMaker Mobile Settings.

2. Go to the Clear Cache section located below the Server configuration section.

   Notice the Auto clear cache button in the Clear Cache section which you can use everytime you want to clear the cache automatically when the app is opened or when the app is inactive for five (5) minutes in the background.

   

3. On the Press to Clear Cache option, select the Data value.

4. A confirmation dialog displays. To confirm the action, select the OK button.

   

5. The cache clears successfully. The option Press to Clear Cache is not available when there is no logged on user with the ProcessMaker Mobile application. Therefore, the cache memory is empty.

   

Now, it is possible to log on to the ProcessMaker mobile app.

Clear Cache On Settings in the iOS Mobile Phone

Follow these steps to clear the application’s cache in the iOS mobile phone:

1. Enter the ProcessMaker Mobile Settings.

2. Go to the Clear Cache section located below the Server configuration section.

   Notice the Auto clear cache button in the Clear Cache section which you can use everytime you want to clear the cache automatically when the app is opened or when the app is inactive for five (5) minutes in the background.

   

3. On the Press to Clear Cache option, select the Data value.

4. A confirmation dialog displays. To confirm the action, select the OK button.

   

5. The cache clears successfully. The option Press to Clear Cache is not available when there is no logged on user with the ProcessMaker Mobile application. Therefore, the cache memory is empty.

   

Now, it is possible to log on to the ProcessMaker mobile app.

Log On to ProcessMaker Mobile

After the ProcessMaker Mobile app is configured to use an available server, you can log on to this app in different ways. Refer to the following sections that discuss different methods to log on to ProcessMaker Mobile:

• Standard interface
• Google account
• SAML Authentication plugin

Log On via the Standard Interface

Follow these guidelines to log on to ProcessMaker Mobile via the standard interface:

1. In the device's home screen, tap the ProcessMaker icon to open the app. If this is the first time that you are opening ProcessMaker Mobile, a product summary will display first.

2. The logon screen displays. In the User and Password fields, type valid user credentials avilable in your server, which was previously configured.

3. Tap the Login button.

   

Once synchronized, the Inbox tray displays. Now, you are able to explore the case list in ProcessMaker Mobile.

Log On via a Google Account

Log on to the ProcessMaker Mobile app by using a Google account registered in your device(s).

Note: This feature is available exclusively for the ProcessMaker Enterprise edition.

To log on to ProcessMaker Mobile with a Google account, your Google account information must be registered in the Personal information screen. This Google account must also be registered on the device where the mobile app is located.

To create a new user account follow the next steps or go to create a user page.

1. Go to Admin > Users > Users > New.

   

2. The Personal information screen displays. The fields with the asterisk (*) are required in order to create the account.

   

3. Before saving the information, ensure that the email information is correct. If this email is not correct, it will not be possible to sign on to the ProcessMaker Mobile app when accessing it via a Google account. Click Save.

After creating a user account in the ProcessMaker desktop application, you will be able to log on to ProcessMaker Mobile via Google. To do this, follow the next steps:

1. In your device's home screen, tap the ProcessMaker icon to open the app. If this is the first time that you are opening ProcessMaker Mobile, a product summary will display first.

2. The logon screen displays. Tap the Sign in button.

   

3. A window (Android) or a screen (iOS) displays a list of Google accounts already registered in the device. Select an account to sign on to the ProcessMaker Mobile app. Otherwise, if there is no account listed, tap Use another account.

   

Once synchronized, the Inbox tray displays. Now, you are able to access the app and use the case list in ProcessMaker Mobile directly every time the app is opened.

To access the app using a different account, simply log off from the application and log on again.

Log On via SAML Authentication Enterprise Plugin

To log on via SAML Authentication Enterprise Plugin, see Log On ProcessMaker Mobile via SAML Authentication Enterprise Plugin.