Get Started with ProcessMaker
Get started with ProcessMaker by watching our videos how to do technical and advanced functions. Visit this page often to see new videos. Please note that some videos may display proof-of-concepts and/or slightly outdated user interfaces; use these videos for educational purposes only and not for your production development.
Videos are organized into sections based on their content.
This section contains marketing videos for your eye-candy pleasure.
See how easy it is to create a Process in ProcessMaker.
Intended audience: General and new users
Viewing time: 1 minute; no narration
Tags: create Process; create workflow; Process design; design Process; workflow design; design workflow; video
See how easy it is to start a Request for a "Leave of Absence" Process.
Intended audience: General and new users
Viewing time: 5 minutes to watch the four-part video series; no narration
Tags: start Request; start Process; start workflow; Leave of Absence Process Request; HR; human resources; video
See how easy it is to start a Request for a "Expense Report" Process.
Intended audience: General and new users
Viewing time: 3 minutes to watch the three-part video series; no narration
Tags: start Request; start Process; workflow; Expense Report Process Request; HR; human resources; financial; approval; rejection; Process approval; PDF Generator connector; video
See how easy it is to start a Request for a "Purchase" Process.
Intended audience: General and new users
Viewing time: 5 minutes to watch the five-part video series; no narration
Tags: start Request; start Process; start workflow; Purchase Process Request; HR; human resources; financial; approval; rejection; Process approval; video
This section contains videos discussing Process development proof-of-concepts and ideas how to use ProcessMaker.
See how ProcessMaker integrates with third-party services Amazon Textract and UiPath Robotic Process Automation (RPA) so a loan application workflow scans, analyzes, and intelligently routes a Request and provision a bot accordingly.
Intended audience: Process designers and business analysts
Viewing time: 11 minutes; contains narration
Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; analyze documents; Load Application Process Request; API; application program interface; third-party API call; RPA; robotic process automation; banking; financial; loan application; demo; video
See how ProcessMaker integrates with third-party RPA service Automation Anywhere (AA) so a loan application workflow submits a loan request candidate's name to AA to automatically search the Office of Foreign Assets Control (OFAC) site to determine if that candidate is sanctioned from financial transactions, receives AA's response, and then intelligently routes a Request accordingly.
Intended audience: Process designers and business analysts
Viewing time: 16 minutes; contains narration
Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; analyze documents; Load Application Process Request; API; application program interface; third-party API call; RPA; robotic process automation; banking; financial; loan application; demo; video
See how ProcessMaker Data Connectors call third-party Application Program Interfaces (APIs), and then use that data in Processes.
Intended audience: Process designers, business analysts, software developers, coding engineers
Viewing time: 9 minutes; contains narration
Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; ProcessMaker Data Connector; API; application program interface; third-party API call; Screen Builder; Select List control; demo; video
This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates how a Select List control in a ProcessMaker Screen can display the names of major universities around the world as its options in a drop-down menu. The options in this Select List control come from a ProcessMaker Data Connector that calls a third-party Application Program Interface (API) when the ProcessMaker Screen containing the Select List control opens.
Intended audience: Process designers, business analysts, software developers, coding engineers
Viewing time: 9 minutes; contains narration
Tags: Process design; design Process; workflow design; design workflow; form; web form; design form; form design; ProcessMaker Data Connector; ProcessMaker Screen; Screen Builder; Select List control; dependent controls; dependent fields; API; application program interface; third-party API call; higher education; demo; video
This section contains videos discussing ProcessMaker Screen design using Screen Builder.
See how to design interactive web-based forms, called ProcessMaker Screens, using Screen Builder.
Intended audience: Process designers, Web designers, graphic designers
Viewing time: 3 minutes; no narration
Tags: form; web form; design form; form design; ProcessMaker Screen; Screen Builder; Leave Request form; Leave of Absence Request form; employee information; video
See how to design a Leave Request form using Screen Builder.
Intended audience: Process designers, Web designers, graphic designers
Viewing time: 3 minutes; no narration
Tags: form; web form; design form; form design; ProcessMaker Screen; Screen Builder; Leave Request form; Leave of Absence Request form; employee information; video
See how to populate a Record List control from records in a ProcessMaker Collection.
Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers
Viewing time: 10 minutes; contains narration
Tags: form; web form; design form; form design; ProcessMaker Data Connector; ProcessMaker Collection; ProcessMaker Screen; Screen Builder; Record List control; demo; video
This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates that after a country is selected from one Select List control, a second Select List control contains as options the states and/or provinces in that selected country.
The Select List control that contains the countries as its options gets those options from a ProcessMaker Data Connector that uses an Endpoint to get the list of countries and their corresponding ISO codes from a third-party application program interface (API). A Watcher monitors when a country is selected, and then another ProcessMaker Data Connector uses an Endpoint to get the list of states and/or provinces from that selected country based on that country's ISO code. The Watcher stores that list of states/provinces as a Request variable in that Request's data so that the second Select List control may access that list to display as its options. The second Select List control's options depend on the first Select List control's selection.
See how to do this demonstration.
Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers
Viewing time: 21 minutes; contains narration
Tags: ProcessMaker Data Connector; ProcessMaker Screen; Select List control; dependent controls; dependent fields; API; application program interface; third-party API call; demo; video
This example demonstrates dependent fields: how the options in one Select List control depend on which option is selected from a previous Select List control. This example demonstrates how a Select List control in a ProcessMaker Screen can display the names of major universities around the world as its options in a drop-down menu. The options in this Select List control come from a ProcessMaker Data Connector that calls a third-party Application Program Interface (API) when the ProcessMaker Screen containing the Select List control opens.
See how to do this example use case.
Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers
Viewing time: 9 minutes; contains narration
Tags: ProcessMaker Data Connector; ProcessMaker Screen; Select List control; dependent controls; dependent fields; API; third-party API call; higher education; demo; video
See how to use Watchers in Screen Builder to monitor when a ProcessMaker Screen control changes value, then perform an action with a ProcessMaker Script or ProcessMaker Data Connector.
Intended audience: Process designers, Web designers, graphic designers, software developers, coding engineers
Viewing time: 9 minutes to watch two videos; contains narration
Example 1: 2 minutes
Example 2: 7 minutes
Tags: form; web form; design form; form design; Process design; design Process; workflow design; design workflow; ProcessMaker Data Connector; ProcessMaker Screen; ProcessMaker Script; Screen Builder; Select List control; Watcher; application program interface; API; demo; video
This section contains videos discussing ProcessMaker Vocabulary design.
See how to design a ProcessMaker Vocabulary that uses a JSON schema to validate that Request data complies to specific requirements.
Intended audience: Process designers, software developers, and coding engineers
Viewing time: 15 minutes; contains narration
Tags: data validation; data compliance; form design; ProcessMaker Screen; Screen Builder; Process modeling; video
This section contains videos how to use the ProcessMaker RESTful Application Program Interface (API) and ProcessMaker's Software Development Kits (SDKs). Every function that you may do in ProcessMaker's elegant and well-designed user interface makes an API call. Since every ProcessMaker function is supported in the ProcessMaker API, ProcessMaker can be white-labeled to run behind the scenes from other SaaS applications. Learn how you can use the ProcessMaker API.
Start a ProcessMaker Request using the ProcessMaker RESTful API.
Intended audience: Software developers and coding engineers
Viewing time: 2 minutes; contains narration
Tags: start Request; start Process; start Request via API; start Process via API; start workflow; start workflow via API; API; ProcessMaker API; application program interface; process_events; Process ID; ProcessID; curl; JSON; token; bearer token; demo; video
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Use the PHP SDK with the ProcessMaker RESTful API from inside of a ProcessMaker Script.
Intended audience: Software developers and coding engineers
Viewing time: 2 minutes; contains narration
Tags: PHP; SDK; software development kit; ProcessMaker Script; Script Editor; API; ProcessMaker API; application program interface; getProcessesRequests; token; bearer token; demo; video
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Make calls against the ProcessMaker database using the ProcessMaker RESTful API.
Intended audience: Software developers and coding engineers
Viewing time: 6 minutes; contains narration
Tags: Process design; design Process; workflow design; design workflow; database; API; ProcessMaker API; application program interface; token; bearer token; JSON; curl; demo; video
Use the JavaScript SDK with the ProcessMaker RESTful API from inside of a ProcessMaker Script.
Intended audience: Software developers and coding engineers
Viewing time: 4 minutes; contains narration
Tags: JavaScript; JS; Node; SDK; software development kit; ProcessMaker Script; Script Editor; API; ProcessMaker API; getProcessesRequest; application program interface; token; bearer token; demo; video
Use a ProcessMaker Script Executor to call the Google API that requires a custom Google class called Google Client. See how ProcessMaker Script Executors can securely run custom code or packages that a sanctioned third-party Application Program Interface (API) or Software Development Kit (SDK) requires to successful call that resource.
Intended audience: ProcessMaker Administrators, software developers, and coding engineers
Viewing time: 3 minutes; contains narration
Tags: JavaScript; JS; Node; R; Python; Lua; PHP; SDK; software development kit; ProcessMaker Script Executor; ProcessMaker Script; API; Google API; application program interface; demo; video
This section contains videos discussing how to administer ProcessMaker.
Use a ProcessMaker Script Executor that includes a Docker RUN command to package the Google Client class provided by Google into that Script Executor, thereby allowing ProcessMaker Scripts using that Script Executor to successfully call the Google Application Program Interface (API).
Intended audience: ProcessMaker Administrators, software developers, and coding engineers
Viewing time: 3 minutes; contains narration
Tags: JavaScript; JS; Node; R; Python; Lua; PHP; SDK; software development kit; ProcessMaker Script Executor; ProcessMaker Script; API; Google API; application program interface; demo; video
Use a custom ProcessMaker Script Executor to migrate Microsoft Excel spreadsheet records to a ProcessMaker Collection.
See how to do this example use case.
Intended audience: ProcessMaker Administrators, software developers, and coding engineers
Viewing time: 5 minutes; contains narration
Tags: ProcessMaker Script Executor; ProcessMaker Script; ProcessMaker Collections; records Excel; demo; video
