Md Afiq Iskandar
e4548647b5
- Added comprehensive documentation covering key features, user guides, and best practices for the Corrad ProcessMaker platform. - Introduced new API endpoints for serving documentation files dynamically. - Enhanced the navigation structure to include a dedicated documentation section for improved accessibility. - Updated the Nuxt configuration to optimize the development environment and ensure proper handling of dependencies. - Included new dependencies in package.json to support documentation rendering and processing. - Improved the user interface for the documentation page, enhancing the overall user experience.
131 lines
5.8 KiB
Markdown
131 lines
5.8 KiB
Markdown
# Introduction & Getting Started
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## Table of Contents
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1. [Introduction](#introduction)
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2. [What is Business Process Management?](#what-is-business-process-management)
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3. [Key Differences from Low-Code Platforms](#key-differences-from-low-code-platforms)
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4. [Core Capabilities](#core-capabilities)
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5. [Getting Started](#getting-started)
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6. [System Access](#system-access)
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7. [First Steps](#first-steps)
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---
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## Introduction
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**Corrad ProcessMaker is a Business Process Management (BPM) platform designed for creating, automating, and managing complex business workflows.** This is NOT a low-code application builder - it's a specialized tool for designing and executing business processes with visual workflow design, form integration, and process automation capabilities.
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### What is Business Process Management?
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Business Process Management focuses on:
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- **Process Design**: Creating visual workflows that represent business logic
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- **Process Automation**: Automating repetitive tasks and decision points
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- **Process Monitoring**: Tracking process execution and performance
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- **Process Optimization**: Identifying bottlenecks and improving efficiency
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### Key Differences from Low-Code Platforms
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| 🔄 **BPM Platform (ProcessMaker)** | 🛠️ **Low-Code Builder** |
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|----------------------------------|------------------------|
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| **Focus**: Workflow design and process automation | **Focus**: Application development and UI creation |
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| **Standards**: BPMN (Business Process Model and Notation) | **Standards**: Custom application development patterns |
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| **Core Elements**: Process flow, decision points, task routing | **Core Elements**: UI components, data models, screens |
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| **Target Users**: Business analysts, process designers | **Target Users**: Developers, citizen developers |
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| **Optimization**: Process monitoring, analytics, efficiency | **Optimization**: Rapid application development, deployment |
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| **Output**: Automated business workflows | **Output**: Custom applications and systems |
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### Core Capabilities
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#### 🎨 **Process Design & Automation**
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- **Visual Workflow Designer**: BPMN-compliant drag-and-drop interface
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- **Smart Decision Points**: Conditional routing and business logic
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- **Role-Based Task Assignment**: User and group management
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- **Data Flow Management**: Process variables and data mapping
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#### 📝 **Dynamic Form Integration**
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- **Intelligent Form Builder**: Create adaptive data collection forms
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- **Seamless Process Integration**: Forms embedded directly in workflows
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- **Conditional Logic**: Show/hide fields based on user input
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- **Multi-Step Workflows**: Complex form sequences with validation
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#### 📊 **Real-Time Execution & Monitoring**
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- **Live Process Tracking**: Monitor workflows as they execute
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- **Task Queue Management**: Automated assignment and routing
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- **Performance Analytics**: Detailed metrics and reporting
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- **Exception Handling**: Error management and recovery processes
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#### 🔗 **Enterprise Integration**
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- **API Connectivity**: Connect to external systems and databases
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- **Business Rules Engine**: Complex decision-making capabilities
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- **Smart Notifications**: Multi-channel communication system
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- **Compliance & Audit**: Complete trail for regulatory requirements
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> **💡 Purpose**: This guide provides comprehensive, step-by-step instructions for mastering ProcessMaker's core BPM features to design, implement, and optimize business processes effectively.
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## 🚀 Getting Started
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ProcessMaker is a **web-based platform** - no installation required! Access everything through your browser.
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### 🔐 System Access
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**Quick Login Process:**
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1. **Open Browser** → Use any modern web browser (Chrome, Firefox, Safari, Edge)
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2. **Navigate to URL** → Go to your organization's ProcessMaker instance
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3. **Enter Credentials** → Use your assigned username and password
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4. **Access Dashboard** → Click "Login" to enter the main interface
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> **🔒 Security Note**: Contact your system administrator for login credentials and access permissions.
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### 🗺️ Your First Tour
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**Start with these key areas:**
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#### 📊 **Dashboard** - *Your Control Center*
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- View system statistics and recent activity
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- Access quick actions for common tasks
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- Monitor active processes and pending tasks
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- Get an overview of your work queue
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#### 📝 **Form Builder** - *Create Data Collection*
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- Design dynamic, intelligent forms
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- Add conditional logic and validation
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- Preview and test form functionality
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- Manage form templates and versions
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#### ⚙️ **Process Builder** - *Design Workflows*
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- Create visual business workflows
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- Configure decision points and routing
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- Integrate forms and external systems
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- Test and publish process definitions
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#### 📈 **Process Management** - *Monitor & Optimize*
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- Track active process instances
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- Analyze performance metrics
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- Manage cases and task assignments
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- Generate reports and insights
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### 🎯 Recommended Learning Path
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**Follow this sequence for optimal learning:**
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| Step | Chapter | Focus | Time |
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|------|---------|-------|------|
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| **1** | Current Chapter | BPM concepts & platform overview | 15 min |
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| **2** | [Form Builder](02-form-builder.md) | Create your first form | 30 min |
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| **3** | [Process Builder](04-process-builder.md) | Design your first workflow | 45 min |
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| **4** | [Management](05-process-management.md) | Monitor and optimize | 20 min |
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| **5** | [Advanced Topics](06-faq-advanced-topics.md) | Complex scenarios | As needed |
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### ✅ Quick Wins - First 30 Minutes
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**New User Checklist:**
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- [ ] Log in and explore the dashboard
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- [ ] Browse existing forms and processes (if available)
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- [ ] Try the Form Builder with a simple contact form
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- [ ] Create a basic approval workflow in Process Builder
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- [ ] Review the help documentation and tooltips
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---
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**🎯 Next Step**: Ready to build forms? Continue to [**Form Builder Guide →**](02-form-builder.md) |