The records in a ProcessMaker Collection are composed from the Screens to create, edit, and view those records. These ProcessMaker Screens may be revised at any time as needs for the Collection change. When any ProcessMaker Screen used in a Collection changes, those changes automatically propagate to all records in any Collection that references that Screen.
For example, suppose that when the ProcessMaker Collection was created, the ProcessMaker Screens to create and edit a record in that Collection are identical. However, a need arises that when any record in that ProcessMaker Collection is edited or updated, the record revision date must be recorded in the Screen. To address this, change the ProcessMaker Screen used to edit records in that Collection by adding a new Date Picker control from which authorized users/groups can select the record revision date. After the ProcessMaker Screen is saved with changes, this new Date Picker control automatically propagates to all records in that ProcessMaker Collection. There will be no selected date in this control; the appropriate ProcessMaker user(s) must then open each record and select the date each record was revised.
Follow these guidelines to edit any ProcessMaker Screen referenced from a Collection:
View your ProcessMaker Collections. The Collections page displays.
Click the Configure iconfor your ProcessMaker Collection in which to edit one of its referenced Screens. The Configuration tab displays.
Make note of the appropriate ProcessMaker Screen(s) to edit:
Create Screen: The Create Screen drop-down menu references the ProcessMaker Screen from which new records in this Collection are created.
Edit Screen: The Edit Screen drop-down menu references the ProcessMaker Screen from which records in this Collection are edited.
View Screen: The View Screen drop-down menu references the ProcessMaker Screen from which records in this Collection are viewed.
View your ProcessMaker Screens. The Screens page displays.
Edit the appropriate ProcessMaker Screen(s). Ensure to save your changes.
After saving your ProcessMaker Screen changes, the records in that ProcessMaker Collection automatically update with the Screen changes.