Business Process Automation with Process Maker 3.1 A Beginner’s Guide 1st Edition by Dipo Majekodunmi 1484233450 9781484233450

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ISBN 10: 1484233450 

ISBN 13: 9781484233450

Author: Dipo Majekodunmi 

Use this practical, hands-on guide to get started with ProcessMaker. The book provides clear steps for you to walk through and set up ProcessMaker on your own system and make processes run faster and smarter. You will model and build a complete business process for requesting, approving, and reporting expenses. In the course of building the process, you will understand: The Workflow Designer for modeling business processes using BPMN 2.0 The Dynaform Designer for creating responsive HTML forms Input and Output documents for capturing supporting documents for business processes and generating standardized documents from the data captured in a process Triggers for implementing custom business logic and extending ProcessMaker functionality What You’ll Learn Send email notifications and add comments to cases Build complex routing rules Manage users and their permissions Deploy ProcessMaker to a cloud server Configure and use the ProcessMaker mobile app Who This Book Is For Business analysts, programmers, and professionals in all industries (e.g., higher education, finance and insurance, government, healthcare, manufacturing, and telecommunications)

Business Process Automation with ProcessMaker 3.1 : A Beginner’s Guide 1st table of contents: 

Chapter 1: An Introduction to Workflow and Business Process Management
What Is a Workflow?
A Sample Workflow
What Is a Business Process?
What Is BPM?
What Is ProcessMaker?
Chapter 2: Getting Started with ProcessMaker
Installation Steps
For Mac OS X Users
For Windows Users
The Bitnami Application Manager
The Welcome Screen
The Manage Servers Screen
The Server Events Screen
Exploring the ProcessMaker Interface
ProcessMaker Concepts
Chapter 3: The ProcessMaker Workflow Designer
Process List Actions
New
Edit
Status
Export
Delete and Delete Cases
Import
Category Filter and Search
Debug
Process List Columns
Process Designer
Top Toolbar
Full Screen
Undo and Redo
Zoom
Export Diagram
Export Process
Save and Save As
Help
Close
Process Map Area
Shapes Toolbox
Task
Sub-Process
Gateways
Exclusive (XOR) Gateway
Parallel (AND) Gateway
Inclusive (OR) Gateway
Events
Start Events
Intermediate Events
Intermediate Throwing Events
Intermediate Catching Events
End Events
Chapter 4: Modeling a Process
Create a New Process
Add Tasks to the Process
Connecting Tasks in the Process
Chapter 5: Making the Process Comprehensible
The Shapes Toolbox, Continued
Data Elements
Data Object
Data Store
Pools and Lanes
Artifacts
Group
Text Annotation
Tying It All Together
Complete the Process Model
Chapter 6: Building the Process
Variables
Variable Name
Variable Type
Database Connection
SQL
Define Accepted Variable Values
Create the Variables
Dynaforms
Chapter 7: The Responsive Dynaform Designer
Dynaform Title
Dynaform Designer Menu
Save
Export
Import
Preview
Clear
Language
Close
Dynaform Control and Properties Panel
Web Controls
Properties
History of Use
Dynaform Container
Form Control Properties
Row Control Properties
Chapter 8: Dynaform Web Controls
Creating Variables from the Dynaform Designer
Textbox
Textarea
Dropdown
Checkbox
Checkgroup
Radio
Datetime
Repositioning a Row
Suggest
Dividing a Row
Hidden
Title and Subtitle
Label
Link
Image
File
Multiple File Uploader
Submit and Button
Grid
Adding Controls to the Grid
Adding and Deleting Rows
Paging Records in the Grid
Modifying the Grid Layout
Validating Required Fields
Mathematical Functions in Grids
Panel
Subform
Chapter 9: Adding Forms to the Process
Building the Form
Adding Comments to the Form
Debugging Errors in JavaScript
Cloning the Form
Adding Approval Functionality
Approval without Code
Approval with Code
Another Variant of the Form
Assigning a Form to a Task
Default Steps in a Task: Assignment and Routing
Adding a Dynaform Step
Chapter 10: Administering Users in ProcessMaker
Users
Adding a New User
Editing a User
Disabling a User
Deleting a User
User Summary, Group and Authentication
Groups
Creating a Group
Editing a Group
Deleting a Group
Assigning Users to a Group
Assigning Groups to a User
Departments
Adding a New Department
Assigning Users to a Department
Setting a Department Manager
Deleting a Department
Roles
Default Roles
System Administrator (PROCESSMAKER_ADMIN)
Operator (PROCESSMAKER_OPERATOR)
Manager (PROCESSMAKER_MANAGER)
Creating New Roles
Viewing and Editing Role Permissions
Assigning Users to Roles
Authentication Sources
Setting Up an Authentication Source
Importing Users from an Authentication Source
User Experience
Changing the User Experience for a User
Chapter 11: Assigning Users to Tasks in a Process
Assigning Users and Groups
Cyclical Assignment
Manual Assignment
Comparing Cyclical, Manual, and Value-Based Assignment
Value-Based Assignment
Reports To
Self Service
Self-Service Value-Based Assignment
Chapter 12: Triggers
Trigger Timing
Before a Step
After a Step
Before Assignment
Before Routing
After Routing
Case and System Variables
Case Variable Prefixes
System Variables
Variable Selector
Creating Triggers
Predefined Triggers
Custom Triggers
Copying Triggers
Testing the Triggers
Debugging Triggers
Enabling and Disabling Debug Mode
ProcessMaker Debugger
Identifying Errors
Chapter 13: Input and Output Documents
Input Documents
Creating an Input Document
Adding Input Documents to a Dynaform
Adding Input Documents as a Step
Viewing the Documents in the Document Management System
Output Documents
Creating an Output Document
Chapter 14: Completing the Process
Building the Additional Forms
Modifying the Imported Form
Clone the Form
Assign the Forms to Tasks
Define the Routing Rule
Configure Assignment Rules
Set Up Receipt Upload
Generate the Expense Report
Add Some Triggers
Test the Changes
Chapter 15: Enhancing the Process
Feedback
Finance Officers
Supervisors
Employees
Case Labels
Email Notifications
Using the Task Notification Property
Creating a Template for Email Notification
Using PMFSendMessage in a Trigger
Assign the Triggers to Tasks
Check that Email Sending is Configured
Prefilling Form Fields with Triggers
Setting Datetime Control Properties
Dynaform Logic in JavaScript
Case Permissions and Case Notes
Escalating Unclaimed Cases
Testing the Enhancements
Chapter 16: Complex Routing with Gateways
Exclusive (XOR) Gateway
Parallel (AND) Gateway
Sample Process
Process Map
Process Dynaforms
Process Triggers
Assign Forms and Triggers to Tasks
Assign Users/Groups to the Tasks
Testing the Process
The Inclusive (OR) Gateway
Cloning the Process
Changing the Gateway
Applying the Conditions
Testing the Process
Default Flow
Chapter 17: Admin Features
Settings
Logo
Email Servers
Calendar
Calendars Order of Precedence
Process Categories
Language
Skins
Environment
Cases List Cache Builder
Clear Cache
PM Tables
Creating a Report Table
Creating PM Table
Login
Dashboards
System
System Information, Check PM Requirements and PHP Information
Plugins
Logs
Chapter 18: Going Mobile
ProcessMaker Mobile Apps
Install the App
Install ngrok for Remote Access
Launch ngrok on Mac OS X
Launch ngrok on Windows
Configure Mobile App Settings
Create a Case
Deploying to Production
Chapter 19: Installing ProcesMaker on a Cloud Server
Getting a DigitalOcean Account
Register for Your Account
Confirm Your Email Address
Account Verification
Creating Your Droplet (Virtual Private Server)
Connecting to the Droplet
Using Mac or Linux
Using Windows
Installing ProcessMaker
Remove MariaDB
Install Apache
Install PHP 5.6
Install MySQL 5.5.X
Secure the MySQL Installation
Disable SELINUX
Enable Firewall and Open ProcessMaker ports
Download and Extract ProcessMaker Installer
Configure Apache Web Server
Complete the Installation
Take a Snapshot
Chapter 20: Deploying to Production
Get a Free Domain Name
Set Up DNS
Install SSL Certificate
Create a non-Root Super User
Install the Required Software
Request a Certificate from Let’s Encrypt
Deploying the Process
Configuring the Mobile App
What Next?

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Tags: Business Process, Automation, Process Maker, Dipo Majekodunmi