ProcessMaker 4.1
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Import a ProcessMaker Version 4 Process
Import a Process that has previously been validated and exported from ProcessMaker version 4.

Overview

Importing and exporting Processes in your organization makes it easy for Process designers and business analysts in your organization to share business processes. You may have a respected colleague in another department or office that has designed a Process using ProcessMaker version 4 for her team. If you are also using the same version, you can import her Process to use in your team.
Import validated Processes that have been exported from the same version. A validated Process is BPMN 2.0 compliant and has been validated in Process Modeler before that Process was exported. The Process can be imported from the same or different instance. Exported Processes have the .json file extension.
The following components are imported from a validated Process if they are specified in that Process:
After a Process is imported, those users and group members configured to use that Process receive a notification.
After importing a Process, the following must be reconfigured before testing or deploying the imported Process:
    1.
    Review the imported Process to determine if it uses a Data Connector connector. If so, the Data Connector that the Data Connector connector references must be configured.
    2.
    All ProcessMaker assets that the imported Process references must be reconfigured to reference the Data Connector in your instance. For example, review all Screens that the imported Process's Form Task elements and Manual Task elements reference; if any Screen uses a Watcher that references a Data Connector, then each Watcher must must be reconfigured to reference the Data Connector in your instance.
ProcessMaker does not import users or groups associated with the original Process. Therefore, Task element assignments are not imported. However, as part of the importing procedure, you have an opportunity to assign users, groups, and Process configuration settings.

Import a Validated ProcessMaker Version 4 Process

Your user account or group membership must have the following permissions to import a ProcessMaker version 4 Process unless your user account has the Make this user a Super Admin setting selected:
    Processes: Import Processes
    Processes: View Processes
See the Processes permissions or ask your Administrator for assistance.
Follow these steps to import a validated ProcessMaker version 4 Process:
    1.
    View your active Processes. The Processes tab displays.
    2.
    Click the Import button. The following message displays: You are about to import a Process. After importing, you can reassign users and groups to your process.
    3.
    Click Browse to locate the ProcessMaker version 4 Process to import. ProcessMaker version 4 Processes have the .json file extension.
    4.
    Click Import. The Import Process screen displays the following:
      Status: The Status section displays an overview of which Process components imported successfully. If the imported Process contains package features that are not available, one of the following occurs:
        Packages are installed: The Status section indicates which package features are installed.
        Packages are not installed: The Status section indicates which package features are not installed.
      Configuration: Use the Configuration section to assign whom in your organization can participate in your imported Process to make the Process functional.
    Below is an example of an imported Process.
    5.
    From the Configuration section, assign whom in your organization can participate in your imported Process. Follow these guidelines:
      Assign each Start Event element to the user and/or group
      Assign which user and/or group can start a Request of your imported Process. Type into the Assign Start Event setting to filter users and/or groups that display in that setting's drop-down menu.
      Assign each Task-type element to the user and/or group
      Assign which user and/or group is to do each Task-type in the Process. In doing so, optionally use either of the following special assignments:
        Requester: Use the Requester special assignment option to assign that Task-type to the user who started the Request.
        Previous Task Assignee: Use the Previous Task Assignee option to assign that Task-type to the user who did the previous Task-type in the Process.
      Assign which user and/or group can cancel Requests
      Assign which user and/or group can cancel Requests for your imported Process. If no user or group are selected, no one can cancel a Request from this Process. Type into the Assign Cancel Request setting to filter users and/or groups that display in that setting's drop-down menu.
      Assign which user and/or group can edit Request data
      Assign which user or group has permission to edit Request data from this Process. By editing Request data, these users and group members can adjust the data that Request participants have submitted during a Request. If no user or group are selected, no one can edit Request data from this Process. Type into the Assign Edit Data setting to filter users and/or groups that display in that setting's drop-down menu.
      Assign which user can run Scripts
      Assign the user whose credentials are used to run the Script. Type into the Run script setting to filter users that display in that setting's drop-down menu.
      Assign which Process can call an activity
      Assign which process will be assigned to a Sub Process or an Action by Email element. Type into the Assign Call Activity setting to filter Processes that display in that setting's drop-down menu.
    6.
    Click Save. The Processes page displays the imported Process. If the process already exists with the same name, it is renamed with a number "2" suffix.
If the original ProcessMaker version 4 Process cannot import successfully, the following message displays: Unable to import the process. Ensure that the original Process validates as BPMN 2.0 compliant.

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Last modified 3mo ago