Key Features

ProcessMaker software includes many features that simplify workflow in businesses and organizations.

 

Features for Enterprise and Community Editions

Dynaforms

Dynaform

Business users can easily complete their tasks in workflow through the web-based interface by completing forms that suggest valid entries and by attaching documents.

Request Inbox

Inbox

Users can track progress of requests they have initiated or requests that require their input. Supervisors can see cases that require review or require reassignment.

Input and Output Documents

Uploading Input Document


Video | Full Screen Shot

Business managers can create and generate paper or electronic receipts and confirmations, when required by the process, for storage outside of the ProcessMaker environment. They can also attach external files (screenshots, Word documents, etc.), as required by a process. 

Ad Hoc Groups

Ad Hoc Users

Video | Full Screen Shot

Exceptions to established procedures can break a process. When a process step needs to be completed by a user outside the typical workflow for a particular process, the business user can create an ad hoc group or user to complete the step and handle the exception.

Process Map Designer

Process Map Designer

Video | Full Screen Shot

Business and technical managers can create workflow maps with a web-based, drag-and-drop interface.

Dynaform Builder

Dynaform Builder

Video | Full Screen Shot

Design custom forms for all your organization's processes. Drag-and-drop, interface that suggests valid entries, so business users can easily create forms. Technical users can enhance forms with html or javascript for greater control over form appearance and behavior.

Business Rules and Logic

Business Rules and Logic 

Full Screen Shot

Easily create and develop business rules and logic to control your process. With the point-and-click condition editor, administrators with little or no programming skills can control what data different users or users in different situations can input into the same dynaform. With a trigger wizard, more technical users can program more sophisticated workflow behaviors that determine the next step in a process (how a request is approved or denied, for example).

System Integration

System Integration

ProcessMaker's modular design and open APIs allow technical users to can connect ProcessMaker workflow automation software to other business systems with less effort than required by traditional enterprise software. As a stand-alone application, ProcessMaker software can use enterprise data stored in external databases. ProcessMaker software can also be used to extend the functionality of existing enterprise systems (CRM, HRIS, ERP). Data can also be stored in ProcessMaker tables to fill gaps in external databases or to meet the needs of smaller organizations or less complex processes that can operate on a smaller data set.

 

Calendar

Multiple Custom Calendars 

Full Screen Shot

The calendar identifies work days, business days, and holidays, so time and duration can be calculated more accurately for resource modeling and allocation.

Easy Logo Replacement

Logo Replacement for Branding

Brand your ProcessMaker workspace with a company or departmental logo. Simply upload a graphic image file.

Enterprise Edition Features

The Enterprise Edition adds business intelligence, LDAP synchronization, and other features for large scale, mission critical applications.

Multiple Custom Calendars

Multiple Custom Calendars

Full Screen Shot

Work days and business hours can be specified in multiple calendars for each person, task, process, and workspace. Allows more precise data for more accurate resource modeling and allocation.

Multi-Tenant Workspace

Multitenant Workspace

 

Useful for organizations providing hosted business process management services. From the same interface, administrators can enable or disable a workspace, view active processes and cases on different workspaces, and easily define new workspaces. Previous versions of a workspace can be retrieved or exported.

Pentaho Reports

Pentaho Reports

Full Screen Shot

In the Enterprise Edition Pentaho business intelligence reports can be viewed in the ProcessMaker Interface. Reports can keep track of the number of open, closed, and overdue cases. These reports can be exported into Excel or printed. Business managers can examine data and create ad hoc reports for a specific process. For example, for auditing purposes an expense report can provide insight into what individual employees are spending. Graphs can be charted over time to observe trends.

Advanced LDAP and Directory Synchronization

Departments

Full Screen Shot

Point-and-click import of users, stored in an LDAP directory, on an organizational unit basis. Used in processes to determine who is supervisor, what department they belong to, so tasks, such as approvals, are automatically routed and assigned according to organizational structure, which can be synchronized with the LDAP server.