Preparation Guidelines for Process Designers

Process Designers must follow these guidelines to prepare for a smooth upgrade to the latest ProcessMaker Platform release.

Preparation Guidelines for Process Designers

Process Designers must ensure the following function as expected in their current business solutions prior to upgrading to the latest release:

• Test That Process Models Open and Display Correctly

• Test All Screens in Your Processes

• Test All Scripts in Your Processes

• Test Send Email Connectors in Your Processes

• Verify That File Preview and File Download Functions Correctly in Your Processes

• Verify That Requests Can Be Completed

• Verify That Saved Searches Function Correctly

Test That Process Models Open and Display Correctly

Open each of your Processes in Process Modeler to verify that the display correctly. If the Process model does not display correctly, do not save it. Instead, submit a ticket to ProcessMaker Support.

Test All Screens in Your Processes

Test that all Screens assigned to Tasks in your Processes function correctly and as expected. In doing so, test the following:

• Test that Select List controls that reference Collections and Data Connectors for their values function properly.

• Test all Screens for Web Entry Tasks.

test that Select List controls that reference Collections and Data Connectors for their values function properly.

Test All Scripts in Your Processes

Test all Scripts in your production Processes, including those that require custom Script Executors to run.

Test Send Email Connectors in Your Processes

Test all Send Email connectors in your production Processes to ensure your Processes deliver emails successfully.

Verify That File Preview and File Download Functions Correctly in Your Processes

Verify that functionality in these Screen Builder control types function properly in your production Processes:

• File Download controls: Ensure that Screens that use the File Download control can properly download their specified files.

• File Preview controls: Ensure that Screens that use the File Preview control can preview their specified files.

• Web Entry access: Ensure that File Download and File Preview controls can properly be used from Web Entry Tasks.

Verify That Requests Can Be Completed

Verify that Requests for each Process that you build can be completed along each designed workflow route. Follow these guidelines:

1. Start a Request for each Process.

2. Test each designed workflow route by running multiple Requests.

3. Verify that Collection records are referenced appropriately as needed throughout that Request.

4. Verify that Data Connector connectors successfully make calls to/from their data sources properly.

5. Ensure that each Request completes under normal circumstances.

Verify That Saved Searches Function Correctly

Verify that Saved Searches function correctly. Follow these guidelines:

• Identify a sample of Saved Searches to test.

• Open each Saved Search.

• Download each Saved Search.

• Send via email each Saved Search to a test recipient.