Start a Case

Begin an instance of a Process by starting a Case of that Process.

Start a Case

Follow these steps to start a Case:

1. Ensure that you are logged on to ProcessMaker Platform.

2. Click the +Case button from the top menu. The New Case screen will appear, displaying processes for which you are authorized to start a new case.

   

   The process list is organized into categories within your organization to facilitate easy navigation for users. For instance, processes related to Finance, Human Resources, and Customer Success departments can be grouped into their respective categories.

3. Do one of the following to start a case:

   • Click the Start button to start a Case for the selected Process. A Case is one occurrence of a Process.

   • From the Search field, enter text to filter the list of Processes, and then click the Start button to start a Case for the selected Process.

The New Case screen displays active Processes only. Processes that are of either disabled or archived do not display in the New Case screen. If a Process is not visible, ensure the following:

• The logged on user attempting to start a Case for this Process is configured to do so from a Start Event element in that Process. Process category permissions are required in a user account to edit a Process.

• Ensure that the Status setting in the Process configuration is set to Active.

If there are no active Processes or you are not authorized to start a Case for a Process, the following message displays: Please visit the Processes page and click on +Process to get started.

After the Case starts, that Case displays in the My Requests page.

Start a Case using Web Entry

Web Entry provides a seamless and straightforward method for initiating or completing cases, catering to both anonymous and authenticated users. This feature allows external users to start and work on cases through a link without the need to access the ProcessMaker Platform dashboard.

Follow these steps to start a case using a Web Entry:

1. Ensure that you have a Web Entry URL for your process. To enable Web Entry for a process, see Web Entry Panel Settings.

2. Open a new browser window, paste the URL and press the Enter key.

3. When using an authenticate Web Entry URL, you will be asked to enter user credentials.

4. For a non-authenticated URL, the form for the first task in the process will display.

5. Complete and submit the form to start a case.

Web Entry Examples

• See an example for password protection in Web Entries.

• See an example for exclude data setting for Web Entry in form tasks.

Start a Case Via the ProcessMaker API

The following video demonstrates how to start a Case using the RESTful API.

Start a Case using the RESTful API