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This example shows the user how to use the ProcessMaker I/O API for the most a common organization business process present in most organizations.
Onboarding Process Example
This diagram describe the onboarding process for a new customer.
The process diagram defined below will conduct a tracking of all onboarding requests for the integration project.
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Activity name | Activity type | Activity description | Forms |
|---|---|---|---|
| Manual request | Empty start event | Requester asks about new access and fills out the manual request form. | Manual Request |
| API request | Message start event | Onboarding process can be started from 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:
| Validate Workspace form |
Create Production Workspace Create Sandbox Workspace Create Development Workspace | Service task | These tasks can be performed, depending on the initial request, to create the workspace with requested information. | |
| Generate Summary | Script task | This activity is executed by ProcessMaker I/O engine, 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 that the same user has approved all information generated by the other activities. | 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! |
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