The ProcessMaker mobile app provides access to cases anytime, anywhere. Create and respond to cases, while using features that are only available for mobile devices like QR scanners or Geo-localization.
To install the ProcessMaker mobile app on your iOS device, check whether your device meets the minimum requirements shown in the table below. The ProcessMaker application supports the following configurations on smartphones:
- iOS 7.0 or later * (Including the following devices)
- iPhone v.4 or later
- iPhone touch
Getting ProcessMaker Mobile from the App Store
Users can download ProcessMaker Mobile from the Play Store app on the device or by going to this link.
Go to the Search option to look for the ProcessMaker application.
Start typing "ProcessMaker", and the first option that appears is the mobile application, which must be tapped to proceed with the installation. Observe the image below:
Now, it is possible to download the ProcessMaker app by tapping on the GET button.
When the GET button is tapped, a new button will appear on its place: the INSTALL button. Tap on it to start downloading the application onto your device.
The installation may take a few moments (depending on the space left on your device).
Once ready the button will change to an OPEN button. Open the application from here to use it immediately.
ProcessMaker Mobile can also be opened by tapping on the icon that was created on the main screen.
Entering ProcessMaker Mobile
Enter the ProcessMaker Mobile application by tapping the icon that was created the moment the application was installed.
The moment the application is opened, a summary of the application's features will appear. Each of the screens show a brief description of what ProcessMaker can do, like the image below:
The last screen will be a login screen. The screens summarizing ProcessMaker's features will not appear after starting the app for the first time; the login screen will simply appear instead. If you have a ProcessMaker account, then tap on the Login button, otherwise, tap on the Register button.
Note: When updating the ProcessMaker Mobile app, remember that the application depends on the release of the new version of ProcessMaker. Many of the functionalities of the application change with the update of the ProcessMaker Web Edition. Meaning that the mobile app must be used with the latest version of ProcessMaker. We recommend disabling automatic updates to avoid any inconvenience.
If the Register button was clicked, a new window appears where a new account can be created by entering the first name, last name, and business email into the fields displayed. Tap on Continue after filling in the information.
Tap on Login if you already have an account or want to sign in with a Google account.
The Case List
This section discusses how to use the case list, as well as several other options when running a case on a mobile version of iOS. After you log on, the Inbox screen displays.
Slide the screen to the right to display a menu where all available options for the app can be found as seen in the image below.
Using the Case List
Work with cases directly from the mobile app using the Case List button. The Case List button is in the upper left side of the screen; it is the icon that has three horizontal lines.
When this button is tapped a new screen appears on the left side of the screen. Here, you can see everything happening with your processes. The options in the Case List are the following:
Each of these are explained in the following sections.
The Inbox screen includes the list of all the cases assigned to the user in the desktop version of ProcessMaker. The cases are initially ordered first by their case number and then by the name of the case. Choose a case in the inbox and tap on it.
If the first case was tapped on, it will open so the user can start working on it as in ProcessMaker web edition.
The case statuses are "On time", "At risk" or "Overdue", as seen on the image below.
The Unassigned panel includes all cases that can be claimed by a pool of users assigned to the task. The user will have the power to assign himself/herself to the task. When there are cases in the Unassigned inbox, then anyone can claim the case to work on it. Work on an unassigned case by tapping on it. Once opened, details about the unassigned case, like the status, date, description and more, are shown.
Tap on the Claim this case button to assign the case to yourself and start working on it.
The Draft inbox includes cases that are being edited or advanced by the user, but have not yet been submitted. Cases are considered to be a draft after the user edits case data by submitting a Dynaform or uploading an input document, or after moving to a subsequent step in the current task.
Continue working on a case draft by tapping on it. The Dynaform of that case will immediately appear for the user to continue to work on it.
The Participated panel includes all the cases that the user has sent or participated in. Click on a case and its information will be displayed on the screen.
When any "Participated" case is tapped on, the information about the case will be displayed, including, the creation date, the last date updated, the owner, the name of the process and more.
The mobile app allows users to create a new case of a process previously created in the ProcessMaker Web Edition. The New Case list displays all the cases that the user has been designated to work on but has not yet begun. To start a case, tap on the plus sign button located at the top of the screen marked with a red circle.
All available processes for that particular user will be listed, and any of them can be started by tapping on the process.
When a case is tapped, the process will start with the first task or the task that the process is in, as in standard version of ProcessMaker.
Search for a Process
The mobile app allows users to search a process for a process in the list of processes. Search for a process by tapping on the search box located at the top of the screen.
Type the name of a process and the processes list will be filtered based on the search input.
Beside the case list, there are also a few more options to consider. which include:
Go to the main menu by sliding the screen to the right. Locate the Logout button.
The Logout option will ask the user if they want to logout of the application and erase all associated information. Tap on OK to quit the ProcessMaker Mobile app or tap on Cancel to go back to the main screen.
In the main menu by sliding the screen to the right. Click on the About button.
This option will pop-up a window where it is posible watch the version of the application and the code of the build. Tap on OK to quit the window and go back to the main screen.
Add a case note to a case by tapping on the clock-pencil icon in the bottom right corner of any case.
A window of options will pop-up. From there, select Case notes or tap on Cancel to exit.
When the Cases Notes option is selected, a new window will open where notes can be added.
in the Add a new note section, add any note that applies to the case. Slide the Send Mail button to the right to send the mail. Finally, click on the Save Note button to store the note added.
Observe the history of a case by tapping on the square with a pencil icon in the bottom right corner of any case.
A new window wih the history of the case will be displayed. This includes the name, the person assigned, the status and the date and time of the tasks.
Dynaform Controls on Mobile
Uninstalling ProcessMaker Mobile
Uninstall ProcessMaker Mobile from the device by tapping on its icon without letting it go for a few seconds. All applications available to be uninstalled will have a blue cross in the upper left part of their icon.
Tap on the "x" in the top left corner of the ProcessMaker icon and a confirmation screen will appear. Tap on the Delete button to erase ProcessMaker Mobile from your device.