ProcessMaker API Documentation
ProcessMaker Examples

Create a New Screen

Create a new ProcessMaker Screen that can be re-used in any Process.

Create a New ProcessMaker Screen

Your ProcessMaker user account or group membership must have the following permissions to create a ProcessMaker Screen unless your user account has the Make this user a Super Admin setting selected:

  • Screens: View Screens

  • Screens: Create Screens

See the ProcessMaker Screens permissions or ask your ProcessMaker Administrator for assistance.

Follow these steps to create a new ProcessMaker Screen:

  1. View your ProcessMaker Screens. The Screens page displays.

  2. Click the +Screen button. The Create Screen page displays.

  3. In the Name setting, enter a unique name for the ProcessMaker Screen. ProcessMaker Screen names must be unique in your organization and can only use apostrophe characters (') and spaces. This is a required setting.

  4. From the Type drop-down menu, select one of the following ProcessMaker Screen types:

    • Form: Use the Form type to design interactive and complex forms. See Form Screen-type.

    • Display: Use the Display type to display information or allow Request participants to download files. The Display type has limited functionality compared the Form type. See Display Screen-type.

    • Email: Use the Email type to compose the email body for email messages to be used with the Send Email connector. Note that the Send Email connector must be installed in your ProcessMaker instance for this option to display. See Send Email Connector and Email Screen-type.

    • Advanced: Use the Advanced type to design your own advanced forms using HTML syntax and JavaScript. This is an ideal solution for highly technical designers to create their own form designs and functionality. See Advanced Screen Package and Advanced Screen-type.

    This is a required setting.

  5. Enter in the Description setting a description for the ProcessMaker Screen. This is a required setting.

  6. From the Category drop-down menu, select one or more Screen Categories to associate with this ProcessMaker Screen. In doing so, Screen Categories may be sorted from the Screens page. To remove a Screen Category that is currently selected, click theicon for that selection or press Enter when the drop-down is visible. This is a required setting.

  7. Click Save. Screens Builder displays the new ProcessMaker Screen in Design mode. See Screens Builder.

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