ShareFile - ProcessMaker

Overview

Project created with ProcessMaker - ShareFile, a user (brianna) starts requesting for an expense approval, uploading a document. Once the user has sent all information, the file is sent to ShareFile using a ProcessMaker script task via Rest API. The credentials for the users are shown at the last step of the document.

Process Flow Chart

Below it is presented the process flow chart.


Making a Request Expense Approval

To make a request, the user (brianna) starts a case with her password sample. Below it is presented the form on how to make a request expense approval.



Once the requester has completed all information and submitted the case. The script task is executed which is using a ProcessMaker connector to upload files into ShareFile.



Enterprise Connectors Configuration

Configuration Authentication


Category



Connectors

Testing a the upload connector

Access

Citrix ShareFile Site & User Access

Admin userjuancarlos@processmaker.comShareFile1!

Processmaker Admin & User Access

Admin Accessadminp4ssw0rd
Requesterbriannasample
Approvalandrewsample