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ProcessMaker Tips

ProcessMaker official documentation

Summary

    Getting Started

    Chapter 1 Getting Started A guide to setting up ProcessMaker

    Installation

    Getting Started Install the ProcessMaker community edition Get the Business Process Automation with ProcessMaker 3.1: A Beginner’s Guide by Dipo Majekodunmi on Amazon

    Javascript

    Chapter 2 JavaScript Code snippets for the Dynaform controls

    Grid

    Grid JavaScript snippets for Dynaform control: grid

    Textbox

    Textbox and Textarea JavaScript snippets for Dynaform control textbox and textarea

    Multiple File

    Multiple File JavaScript snippets for Multiple File Uploader

    Trigger

    Chapter 3 Triggers PHP snippets for ProcessMaker triggers

    How To

    Chapter 4 GENERAL GUIDE Some helpful links to carry out tasks in ProcessMaker The unofficial documentation that contains tips, code, forms, processes, and plugins for ProcessMaker 3

    Insert Page Break in Outputdoc

    Inserting Page Breaks in Output Document

    Filter and Sort Grid

    Filter and Sort Grids This is a list of helpful links to help you with Dynaform Grids An answer on the ProcessMaker forum on how to set filtering on grids ProcessMaker wiki guide to using DataTables in ProcessMaker Sort grid by clicking header An answer on the ProcessMaker forum on how to use ParamQuery Sort grid by column

    Tabs in Processmaker

    How to create tabs in ProcessMaker Dynaform Medium article by Dipo Majekodunmi

    Display Loading Effect

    How to display loading effect in a Dynaform Medium article by Dipo Majekodunmi

    Disable Form

    How disable all the fields on the Dynaform $("form").find(".form-control").prop("disabled", true);

    Hide Prev Next Button

    How to hide the prev and next button on a Dynaform $("#dyn_backward").hide(); $("img[src='/images/bulletButtonLeft.gif']").hide(); $("#dyn_forward").hide(); $("img[src='/images/bulletButton.gif']").hide();

    Libraries

    Chapter 5 Libraries This is a list of helpful libraries for your ProcessMaker Dynaforms SweetAlert: makes popup messages easy and pretty. This library is promise based sweetalert2: a beautiful, responsive, customizable, accessible(wai-aria) replacement for javascript’s popup boxes with zero dependencies. This library is also promise based DataTables: adds advanced interaction controls to your HTML tables ParamQuery grid: paramQuery grid is an open source jQuery grid plugin with enterprise features like row grouping, pivot, treegrid, column grouping, nesting, batch editing, export to multiple formats, selections, full keyboard navigation in addition to the basic features like sorting, filtering, paging, inline editing, validations, etc.

    Tutorials

    Chapter 6 Tutorials These are tutorials that I’ve written to help with carrying out tasks in ProcessMaker

    How to Use Github Api and Datatables

    This tutorial is for ProcessMaker version 3 One of the requirements you may have for a grid in ProcessMaker is the ability to search through records and arrange columns in ascending or descending order. This is where DataTables comes in. It is a library that will allow you to do this easily. We will get the data from GitHub api and display in the DataTable. Variable Our first step is to create a variable of type string and name it hiddenUserList.

    How to Use Axios in Processmaker

    This tutorial is for ProcessMaker version 3 For making ajax calls in ProcessMaker, a very helpful library is axios which is a promise based HTTP client for the browser and node.js. For a quick runthrough of Axios, you can check out this YouTube video by Traversy Media on Axios Crash Course | HTTP Library For this tutorial, we shall be looking at these 3 use cases: 1. Making an API request to a Trigger 2.

    How to Use Fetch Api in Processmaker

    This tutorial is for ProcessMaker version 3 When trying to use the fetch api to make an ajax call in ProcessMaker, we need to consider if we are making the call to a trigger or not. We shall be looking at both instances where: 1. We make an ajax call to a trigger and 2. We call an api directly. For this tutorial, we shall be using the JSONPlaceholder which is a fake online REST API for testing and prototyping.

    Best Practices

    Chapter 7 Best Practices This is for ProcessMaker version 3 This is the official documentation of ProcessMaker Best Practices These are the best practices I’ve found when using ProcessMaker Use a single dynaform as much as possible and for each step of the process, you can hide and show the form elements based on who is acting on the form

    Community Best Practices

    ProcessMaker Best Practices from the Community Below is a list of Best Practices from ProcessMaker developers Ayodeji Idowu Well in my experience using ProcessMaker I try to do a few things that can make development faster: I have subforms with their corresponding js implements that are reusable e.g Account Number Input and Display, Comment Section Input and Display, Mandate Display, etc. With this, I can easily reduce the amount of time used in designing the forms every time it is needed for a new project.

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