Short guidelines for Trial users

In the trial version,  you can design your process maps and create electronic forms attached to steps of your processes, as well as test these maps and forms from a position of the end-users of your WEB-based application. You can also show the results to your colleagues or customers, so that they can test them as well (contact us if you need additional pure end-user accounts for that purpose).

Besides maps and forms, there are business rules (available in the Trial) and end-user profiles (not available in Trial). However, you need not bother about these until you, at least, have a process map.

Below find some explanation on the following topics

Left-hand menus

After logging in the iPB trial you will see three menu groups in the left-hand menu:

This is where you design your maps and forms.

Use "Draw a process map" to design a completely new map.

Use "All process maps" to alter an already existing map.

This is were you can see and test the result of your design while pretending to be an end-user.

Use "Process gallery" to view the maps you designed.

Use "Start a process" to simulate how a user will follow a particular case according to a map you designed.

Use "My processes" or "All process" to view or continue some already started case

 This is where you can get help and do some system operations.

Use "System documentation" to access this and other parts of iPB documentation from within IPB.

The connections between the process maps/step forms in "Design Studio", "Process Gallery" and "My/All processes" are explained in the snapshots below. Click on an icon of a snapshot to get a larger view on it.

Different views on a process map in iPB (snapshots) ...

Drawing a map Viewing a map Following a map
View on a map in Design Studio - Developers view when designing a map View on a map in Process Gallery - End-users view when using a map as operational instructions of how to handle the process View on a map in My processes - End-users view when actually running a WEB-based application

Different views on a step form in iPB (snapshots)

 Designing a form  Viewing a form  Filling a form
View on a step form in Design Studio - Developers view when designing a step form.

To get there: first go to the map in Design Studio and then  choose "Step Form" from the upper toolbar.

View on a step form  in Process Gallery - End-users view when using a form as operational instructions of what should be achieved in this step.

To get there: first go to the map in  Process Gallery choose a step, get a popup menu by right mouse click on the step and choose "Form" in it.

View on a step form in My processes - End-users view when actually running a WEB-based application and completing a particular step in a particular process.

To get there: first go to the map in my processes, and click on  the step you want to work with