Business Process Automation with ProcessMaker 3.1: A Beginner’s Guide

Use this practical, hands-on guide to get started with ProcessMaker. The book provides clear steps for you to walk through and set up ProcessMaker on your own system and make processes run faster and smarter. You will model and build a complete business process for requesting, approving, and reporting expenses.

In the course of building the process, you will understand:

• The Workflow Designer for modeling business processes using BPMN 2.0
• The Dynaform Designer for creating responsive HTML forms
• Input and Output documents for capturing supporting documents for business processes and generating standardized documents from the data captured in a process
• Triggers for implementing custom business logic and extending ProcessMaker functionality

What You’ll Learn

• Send email notifications and add comments to cases
• Build complex routing rules
• Manage users and their permissions
• Deploy ProcessMaker to a cloud server
• Configure and use the ProcessMaker mobile app

Who This Book Is For

Business analysts, programmers, and professionals in all industries (e.g., higher education, finance and insurance, government, healthcare, manufacturing, and telecommunications)

Table of Contents

Chapter 1: An Introduction to Workflow and Business Process Management
Chapter 2: Getting Started with ProcessMaker
Chapter 3: The ProcessMaker Workflow Designer
Chapter 4: Modeling a Process
Chapter 5: Making the Process Comprehensible
Chapter 6: Building the Process
Chapter 7: The Responsive Dynaform Designer
Chapter 8: Dynaform Web Controls
Chapter 9: Adding Forms to the Process
Chapter 10: Administering Users in ProcessMaker
Chapter 11: Assigning Users to Tasks in a Process
Chapter 12: Triggers
Chapter 13: Input and Output Documents
Chapter 14: Completing the Process
Chapter 15: Enhancing the Process
Chapter 16: Complex Routing with Gateways
Chapter 17: Admin Features
Chapter 18: Going Mobile
Chapter 19: Installing ProcesMaker on a Cloud Server
Chapter 20: Deploying to Production