Explore our library of past events, webinars, and trainings whenever you're ready.
16 June 2026
SAP Master Data Governance is designed to improve data quality, but too often it introduces rigid workflows, slow change cycles, and heavy reliance on IT. The result is bottlenecks that limit agility and prevent business users from taking ownership.
23 June 2026
AI is changing how work gets done, but it’s also exposing a new enterprise challenge. Organizations don’t just need more automation. They need better control.
16 October 2019
ProcessMaker’s steps and groups functionalities keep processes easily editable and versatile. They also allow administrators to manage task assignments effortlessly and dynamically. A step in ProcessMaker is a set of subtasks within a task. Once you have created all the necessary tasks in a process, you must assign steps to them. To do this, right-click on a task and choose “Steps”. Now, a window appears where you can find a list of elements available to be assigned on the left side and the order of assignment on the right side. The types of available elements to be assigned as steps are Dynaforms, Input Documents, and Output Documents. Drag the elements from the left side and drop them onto the right side. The order of the steps depends on the order in which you assign them to the task. After the steps are assigned, click on the arrow next to any of the steps to display the time intervals. These time intervals can be used to assign triggers. It is also possible to edit the steps or add a condition to execute triggers. Once your steps are in place, it is time to assign users or groups to your task. Right click on the task and select “Assignment Rules”. In this screen, you can select and assign users and groups to the task. Additionally, it is possible to select one of the six types of assignment methods: Cyclical Assignment, Manual Assignment, Value Based Assignment, Reports to, Self Service and Self Service Value Based Assignment. While it’s possible to assign individual users to tasks, it is recommended to sort your users into groups and assign those groups to the tasks. This is because when you export a process to a different workspace, the group remains assigned to the task, unlike individual users. This way, every workspace can have dedicated groups organized by users, supervisors or managers, and you won’t need to reassign users to tasks after importing a process. To create a group, navigate to the “Admin” interface and click on “Users”, followed by “Groups”. Then click on “New”. Give your Group a name and select the “Active” status. Remember to assign users to your recently created group by selecting the group then clicking on Users and Assign Users. A new window will be displayed where you can assign users to the group by left clicking on the desired users in the available user list and adding them to the assigned user list by clicking on the single arrow button. To assign all available users, click on the double arrow button. Now return to your process map. Right-click on a task and select “Assignment Rules”. Then search for the recently created group and click on its green arrow to assign it. For further information about steps and user groups, visit our wiki page at wiki.processmaker.com
16 October 2019
Gateways are elements used to control the flow among design elements. This means, they act like a mechanism that controls, defines and regulates flows; based on routing rules set for this purpose. There are three types of gateways available for process design in ProcessMaker: Exclusive gateways are used to setup a conditional path within a process workflow. The decision of “which path to take” is based on the evaluation of logical conditions that define an unique outcome flow. The default flow defines where the flow should go in case of all conditions inside the gateway being evaluated as FALSE, and gives priority to the defined flow in case of many conditions being evaluated as TRUE. To set the default flow, right click on a gateway and select an option from the "Default Flow" section. Parallel gateways are used to either split the workflow into multiple parallel paths, or merge multiple parallel paths. Unlike with other types of gateways, no conditions are evaluated by parallel gateways. Remember to use the same type of gateway to split and join paths. In this case, the workflow arrives at a diverging parallel gateway and splits into 2 parallel tasks ("Verify Employment References" and "Check Credit" which will be executed at the same time. "Verify Employment References" and "Check Credit" will appear as two separate cases in the assigned users' inboxes. Both tasks must be completed in order to continue to the "Evaluate Application" task. The parallel paths created by parallel gateways can include as many or as few tasks and sub-processes as needed. In the following example, the first parallel path includes one task, the second includes two, and the third includes three: Inclusive gateways are used to create one or more parallel flows based on one or more logical conditions. To configure a gateway, right click on it and select "Properties" from the context menu. This diverging inclusive gateway in particular, has three possible paths: "Review Request - Supervisor", "Approve Purchase", and "Review Request - Financial Dept." Let’s set the following routing conditions for them: In order to change the type of a gateway from the Process Map, right click on it and select the select the desired "Type" option from the context menu.
15 October 2019
This video shows you the starting point is for the originator to simply report expenses and claim a reimbursement.
14 October 2019
Most users think about business processes in terms of web forms; thus, having a good web form builder is a key element to business process success. The ProcessMaker web-based form designer provides you with a simple to use drag-and-drop multi-column environment that allows you to create powerful forms for your business processes without writing code. DynaForms, or "Dynamic Forms", are custom web forms designed in ProcessMaker to interface with end users while running a case. ProcessMaker Dynaforms are robust, customizable, and above all dynamic. DynaForms are created using an extensive set of controls, resulting in a rich data capture experience, allowing users to easily operate the controls and build forms swiftly. The Dynaform designer has been designed to be intuitive yet powerful. Its drag-and-drop interface based on jQuery, CSS3 and HTML5 provides the administrator with all the tools necessary to make the end user’s experience simple, easy, and productive. While forms may take up to twelve columns in each row, the possibility of using grids will allow you to present data in a table format consisting of columns and rows. Dynaforms also feature web controls to attach files. Since Dynaforms are created using HTML5, your users will be able to access them from anywhere on any device. You can preview the way a Dynaform will look on a desktop computer, tablet, and mobile phone by going to the Preview Mode and selecting the desired view in the upper right hand corner. .
14 October 2019
This video shows you a demo of our higher ed workflows and processes.