Advanced Architect Course

Our classroom based Architect Training course will give you all of the knowledge you need to successfully deploy an automated process.

Learn everything you need from process and form design to advanced features such as Web Services and Triggers using the BPMN 2.0 compliant Process Designer and the responsive HTML5 Form Builder in ProcessMaker.

This course runs for 24 hours. At the end of the course, attendees take a certification exam, which upon passing, officially certifies them as ProcessMaker Advanced Architects.


  • Every attendee needs a laptop or desktop computer to work in parallel with trainers on the hands-on labs.
  • Programming Logic: Basic
  • SQL: Basic
  • Javascript: Basic
  • PHP: Basic


  • For professionals interested in business processes automation and management
  • Use of standards and methodologies for a successful BPM implementation in your organization
  • Previous knowledge of ProcessMaker is NOT required

Detailed Syllabus

Introduction to BPM, BPMN and ProcessMaker

  • Introduction to BPM
  • Introduction to BPMN 2.0
  • Introduction to ProcessMaker

BPMN Projects

  • Creating a new BPMN project
  • Process Modeler
  • Tasks
  • Events
  • Gateways
  • Pools and Lanes
  • Data Elements
  • Artifacts
  • Importing / Exporting Diagrams and Processes
  • The Promotion Manager
  • Lab: Modeling a Process

The Responsive HTML5 Dynaform Editor

  • Responsive HTML5  DynaForm Designer
  • Global Variables
  • Dynaform Controls
  • Importing and Exporting Dynaforms
  • Dynaform: Multi-Language Support
  • Lab: Dynaforms
  • Lab: Multi-Language Support

User Management

  • Users
  • Groups
  • Departments
  • Roles and Permissions
  • Authentication Sources
  • User Experience
  • Advanced LDAP Settings
  • Lab: Users, Groups, Department and Roles

Database Connections and Reporting

  • PM Tables
  • Report Tables
  • Database Connections
  • SQL Property: Populating Dynaform Fields
  • Dependent Fields
  • Advanced Dashboards
  • Key Performance Indicators (KPIs)
  • Service Level Agreements (SLAs)
  • Data Reporting Tools
  • Lab: PM Tables and Dynaforms
  • Lab: SLAs
  • Lab: Data Reporting Tools

Input & Output Documents

  • Input Documents
  • Output Documents
  • The Multiple Input Document Uploader
  • Lab: Input & Output Documents

JavaScript in Dynaforms

  • JavaScript in Dynaforms
  • JavaScript Functions and Methods
  • Including External Libraries
  • Panels
  • Lab: JavaScript in Dynaforms


  • Triggers
  • ProcessMaker Functions
  • PowerUp Functions
  • Lab: Triggers

Process Configuration

  • Assignment Rules
  • Task Types
  • Marker Types
  • Step Assignment
  • Templates
  • Notifications

Process Permissions

  • Process Supervisors
  • Lab: Configuring an Invoice Approval Process
  • Running a Process
  • Cases
  • Custom Case List
  • Documents
  • Lab: Running an Invoice Approval Process

Advanced Design Options

  • Web Entries
  • Case Tracking
  • Batch Routing
  • Actions by Email
  • Sub-Processes
  • Message Types
  • Events
  • Lab: Web Entries & Case Tracking
  • Lab: Sub-Processes
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