Collections Plugin in ProcessMaker 4 (Community)Applied plugins

In today’s Business Process Management (BPM) landscape, efficient management of structured and dynamic data is a critical requirement for organizations aiming to streamline operations and enhance process automation. 

The Collections plugin in ProcessMaker 4 is a powerful, no-code extension that enables administrators and process designers to create fully dynamic record lists and application-style data management interfaces directly within the platform.

This plugin transforms ProcessMaker into a robust data-centric application builder, allowing the creation of custom data collections for use cases such as HR personnel management, inventory tracking, customer databases, project registries, or any structured dataset all without writing a single line of code.

Key Features and Benefits of the Collections Plugin in ProcessMaker 4:

1. Fully No-Code and Dynamic Design: The primary advantage is its complete independence from programming. Collections and associated forms are built entirely through the graphical interface, making it accessible to business analysts and process owners.

2. Customizable Record Lists with Flexible Columns: Create tailored collections with user-defined fields and columns. Users can then perform full CRUD operations (Create, Read, Update, Delete) with built-in filtering, sorting, and search capabilities.

3. Granular Permission Controls: Four distinct access levels (View, Create, Edit, Delete) can be assigned to individual users or user groups, ensuring secure and role-based data governance.

4. Deep Integration with ProcessMaker Form Builder: Leverage all native form controls (dropdowns, radio buttons, checklists, file uploads, etc.) to design rich, application-like data entry and editing experiences.

5. Seamless Data Availability Across Processes: Records stored in collections are instantly accessible as dynamic options in standard process forms (e.g., dropdowns, radio buttons, checklists) without requiring custom scripts or API calls.

6. Parent-Child Relationships Between Collections: Establish relational data structures (one-to-many or hierarchical) to maintain data integrity and enable complex business entity modeling.

7. Excel and PDF Export/Import: Export collection data to Excel or PDF for reporting and offline analysis. Import bulk data via Excel files to rapidly populate or update records.

8. Record Lists and Loops in Reports: Define repeatable record sets and display them structured within ProcessMaker reports.

9. New Form Controls:

- Collection Record Control: Embeds direct access to view or edit a specific collection record within any process form displaying the full record form inline.

- Record List Field with Collection Source: Allows list-type fields to pull live data directly from existing collections.

The Collections plugin significantly extends ProcessMaker’s capabilities beyond traditional workflow automation, turning it into a flexible low-code data management platform suitable for enterprise-grade applications.

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