Use the Dynamic UI package to design custom experiences in the following ways:
Create dashboards that display business management information (BMI) and key performance indicators (KPIs) at a glance for business stakeholders. Dashboards created in ProcessMaker are Display-type ProcessMaker Screens that can contain Saved Search charts and information designed to show relevant BMI and KPIs.
Configure a dashboard to be the default homepage for specific ProcessMaker users and/or groups. When these ProcessMaker users log on to ProcessMaker, the dashboard displays content by default so that stakeholders can act on ProcessMaker business data and information quickly. For example, create one dashboard for your Sales team that displays sales KPIs and another for dashboard that displays KPIs for your Marketing team.
Replace the top-level menus that display in ProcessMaker. Instead of the default menu options, customize them to link to often-used ProcessMaker locations such as ProcessMaker Collections and Saved Searches to which those users and/or group members have access, often-started Requests, external links in your organization, or any other hyperlink that your users can expect to have access. Providing custom menus simplifies how ProcessMaker users access ProcessMaker and specific uses. For example, create one menu for your Sales team members that provides links to the in-progress Requests location and their Saved Searches they use to monitor their KPIs, but another menu for all ProcessMaker users to start Requests for often-used Processes and access Human Resources information.
In conjunction with the Custom UI feature, customize the logo, color scheme, and/or font that displays across the ProcessMaker interface. By creating custom top-level menus, effectively white-label the ProcessMaker user interface so that your clients and/or partners do not know that they are using ProcessMaker when they log on.
After creating the dashboards and custom menus for your business stakeholders, assign them to those ProcessMaker users and/or group members the next time those users log on to ProcessMaker: