ProcessMaker API Documentation
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Configure a Screen

Edit general information about a ProcessMaker Screen.

Configure a ProcessMaker Screen

Permissions Required

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

  • Screens: Edit Screens

  • Screens: View Screens

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

Edit Your ProcessMaker Screen

Click the Edit iconor click the ProcessMaker Screen name. See Screens Builder for topics.

Follow these steps to configure a ProcessMaker Screen:

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

  2. Click the Configure iconfor your ProcessMaker Screen. The Edit Configuration page displays.

  3. Edit the following information about the ProcessMaker Screen as necessary:

    • In the Name setting, edit the name of the ProcessMaker Screen. This is a required field.

    • In the Description setting, edit the description of the ProcessMaker Screen. This is a required setting.

    • 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 the icon for that selection or press Enter when the drop-down is visible. This is a required setting.

  4. Click Save.

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