Process Intelligence Documentation
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User Documentation
User Documentation
  • Process Intelligence
  • 🟪Using Process Intelligence
    • Getting Started
    • Dashboard
    • Integration with ProcessMaker
  • 🟪Data Collection
    • Introduction to Data Collection
    • Data Collection Studio
    • Data Collection Rules
      • Advanced Examples for Data Collection
        • Handling Overlapping URLs in Screen Mapping
        • Click Activity and Field Edit Tracking for Web Applications
        • OCR-Based Identifier Extraction in Desktop Applications
    • Data Collection with X-Ray
      • Working with X-Ray Desktop Tool
      • Example of the X-Ray Workflow
    • Training Data Studio
    • Introduction to Testing
  • 🟪Configuration
    • Service Deployment
    • System and Network Requirements
    • Silent Distribution by IT
    • Chrome Extension
    • Windows Plugin Manual Installation
    • Uninstallation and Cleanup
    • User Roles and Permissions
  • 🟪Architecture
    • Process Intelligence Architecture
    • Architecture Diagrams
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  • Export a Workflow from Process Intelligence
  • Import a Workflow in ProcessMaker Platform
  1. Using Process Intelligence

Integration with ProcessMaker

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Last updated 5 months ago

Process Intelligence's integration with ProcessMaker introduces a powerful capability to streamline the transfer of discovered workflows into actionable processes within ProcessMaker Platform. By exporting identified workflows and repetitive tasks directly from Process Intelligence, users can seamlessly document and implement these processes without manual configuration. This integration not only enhances process visibility but also accelerates process deployment, enabling teams to improve efficiency and operational insights with minimal effort.

This feature is currently enabled by default only for non-private cloud users.

Watch the following product tour to learn how to export Process Intelligence workflows to ProcessMaker Platform.

Export a Workflow from Process Intelligence

This feature, available in both task discovery and structured process modes, allows users to seamlessly transfer identified workflows and repetitive processes from Process Intelligence into the ProcessMaker Platform. Follow these steps to convert a Process Intelligence workflow to a process in ProcessMaker:

  1. Click on Processes and select a process variant.

  2. Click Export Variants to download the selected task and process flows to your computer.

  3. The exported process will be saved as a .json file.

Import a Workflow in ProcessMaker Platform

Follow these steps to import a workflow exported from Process Intelligence into ProcessMaker Platform:

  1. Create a new process in ProcessMaker Platform.

  2. From the New Process screen, select Import a PI Process.

  3. Select the workflow file exported from Process Intelligence.

  4. A new process model will be created in the Process Modeler with one or more variants.

  5. You can choose to keep one or more variants of the imported process.

  6. Documentation for each task will be added to the Documentation settings in the Properties Panel on the right providing easy reference for each task in the process.

  7. Use the AI Asset Generator to automatically create assets for all the tasks in the process or create them manually.

Learn more

🟪
Use the AI Asset Generator to automatically create assets
Build processes in Process Modeler
Design screens in the Screen Builder