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General Description
This example shows the user how to use the ProcessMaker I/O API for the most common organization business process. This example describe on boarding process for the new customer
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Onboarding Process Example
This diagram describe on boarding the onboarding process for the a new customer
The process diagram defined above below will conduct a tracking of all on boarding request onboarding requests for the integration project.
Process Scheme
Participants
Process name | Description |
Main process | The company for the onboarding process |
Supervisor | A user who have has permission to stop on boarding the onboarding process if something was is wrong |
Requester | A user who request requests the boarding onboarding process into the company |
Activities
Activity name | Activity type | Activity description | Forms | ||||
|---|---|---|---|---|---|---|---|
| Manual request | Empty start event | Requester ask asks about new access and fill Manual request Formfills out the manual request form. | Manual Request | ||||
| API request | Message start event | Onboarding process can be started from 3d 3rd part API. | |||||
| Record customer | User task | In this form the user needs to define the workflow requirement. | Record Form (Google Form) | ||||
Validate Workspace | User task | This task is for the validators, they need to define 2 main aspects: | 1) requested workspace id
| , 2) a
| .Validate | workspaceWorkspace form | |
Create Production Workspace Create Sandbox Workspace Create Development Workspace | Service task | These tasks can be performed, depending of on the initial request, to create the workspace with requested information. | |||||
| Generate Summary | Script task | This activity is executed by ProcessMaker I/O engine an , and is a script to generate a PDF with the information about the workspaces and credentials. | |||||
| Verify Onboarding Data | User task | This activity is created to validate for that the same user has approved all information generated by the other activities. | Verify Verify Onboarding Data |
Messages
Message Title | Item | Type | Content |
|---|---|---|---|
Notification to requester | "Verify Onboarding Data" User Task /Notify Requester Message event | email message | Hello {{ You request was approved and implemented. A workspaces for {{ Please find the summary document with Credential report in the attachment Best regards! |
Notification to supervisors | "Validate workspace" User task /Notify Supervisor Message event | email message | Hello {{ We just wanted to inform you, that {{ Best regards! |
Documents
Document name | Item | Type | Template |
|---|---|---|---|
Credential report | Generate Summary | Credential report |
Getting Started with example
To work with the MVP example, click on a the top navigation tab labeled “Onboarding Example” on the Examples portal.
It will be selected by default when you open up the page at for the first time. Top navigation will present a the steps available for the selected example.
Please refer to “Readme”, “Import”, and “Process List” sections to import BPMN file with the process.
Users
For that this specific example you will need three users:
“Test” - it This user already exists in your Instance instance by default and its Access Token is already access token has been pre-filled in all the forms.
“Alice” and “Bob” - these These users should be created manually by issuing a set of API calls (Refer to PHP-SDK documentation about creating a user and obtaining access tokens). After creating the users - , their access tokens should be entered into the form once. Afterwards these keys will be stored in the browser cookie.
During process execution you can monitor your Process Instances and its status using “Process List” page.
Forms
Manual Request
This is a jQuery form which will trigger the “Manual Request” event for the Process. Fill in the form and press the “Create new client” button. This , this will send a JSON API request to the appropriate PM.IO API endpoint. To ensure your Process Instance was created, you may use can check the “Process List” feature.
To see the details of the request/response - you may can use the “Show Request” and “Show Response” buttons in Logging section. This will reveal the full details about communication communications with the API endpoint.
Google Form
This is a Google Form implementation which have has the same functionality as the “Manual Request” jQuery form. Please note - this form is just a sample and will require a manual adjustment on your Google Forms account. To use the form you need to copy the form to your Google Forms account, change API endpoint URL and Authorization authorization token in Google Script (attached to the form), then set-up Form the form triggers.
Record Customer
This is a jQuery implementation to support User Task names the user task named “Record Customer”. It will find a the delegated user task data for a specified user (Refer refer to the selected user on the top-right) and pre-fill form inputs.
Please note the MVP example delegate delegates the “Record Customer” User Task user task to the user named “Test”, so be sure the proper user is selected on top-right of the page.
When you filled fill in the form you may , press the “Create workspace” button which will to form the JSON API request and send it to the API endpoint, passing the data and moving User Task the user task into a COMPLETED state. Process Instance The process instance will be processed by the PM.IO engine further , according to the BPMN scheme.
To see the details of the request/response - you may can use the “Show Request” and “Show Response” buttons in Logging section. This will reveal the full details about communication communications with the API endpoint.
Validate Workspace
This is a jQuery implementation to support User Task names the user task named “Validate Workspace”. It will find a the delegated user task data for a specified user (Refer refer to the selected user on top-right) and pre-fill form inputs.
Please note the MVP example use uses round-robin delegation mechanics for the “Validate Workspace” User Taskuser task, so your form will be delegated and being will be accessible to either to Alice or to Bob, depending on your case.
To see the details of the request/response - you may can use the “Show Request” and “Show Response” buttons in Logging section. This will reveal the full details about communication communications with the API endpoint.
Verify Onboarding Data
This is a jQuery implementation to support User Task names the user task named “Record Customer”. It will find a the delegated user task data for a specified user (Refer refer to the selected user on top-right) and pre-fill form inputs.
Please note the MVP example delegate delegates the “Record Customer” User Task user task to the user named “Test”, so be sure the proper user is selected on top-right of the page.
To see the details of the request/response - you may can use the “Show Request” and “Show Response” buttons in Logging section. This will reveal the full details about communication communications with the API endpoint.