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@sanjacornelius sanjacornelius commented Apr 10, 2023

Issue & Reproduction Steps

This PR includes a ‘create from template’ feature for new processes, where users can select from a list of available templates to use as a base to work from in developing their new process.

Current Functionality:

  • Ability to publish a process as a template
  • View published templates in the Templates tab on the Process Designer page
  • Search for templates in the Templates tab
  • Configuration of process templates with a name, description, and category
  • Export and Import process templates
  • Set template permissions
  • View, search, and select a process template from the Create Process button

Known Issues:

  • When publishing a template with a name that already exists, the 'Update' button produces an error.
  • When publishing a template and selecting 'Save process modal only', the process assets are still imported.
  • When publishing a template and the selected process to be converted is blank, an 'SVG not found' error is displayed when viewing the template in the 'Create Process' modal.
  • When creating a process from a template and selecting 'Cancel' after selecting 'Use Template', the Create Process modal is not pre-filled with the template information upon selecting a template again.

Missing Features:

  • Edit Process Template in Modeler
  • View Process Template Documentation via the Process Documenter package
  • Deleting a Process Template
  • When creating a process from a template, the process defaults to the 'uncategorized' category and does not inherit the template's category.

How to Test

Describe how to test that this solution works.

Related Tickets & Packages

- Process Templates PRD

Code Review Checklist

  • I have pulled this code locally and tested it on my instance, along with any associated packages.
  • This code adheres to ProcessMaker Coding Guidelines.
  • This code includes a unit test or an E2E test that tests its functionality, or is covered by an existing test.
  • This solution fixes the bug reported in the original ticket.
  • This solution does not alter the expected output of a component in a way that would break existing Processes.
  • This solution does not implement any breaking changes that would invalidate documentation or cause existing Processes to fail.
  • This solution has been tested with enterprise packages that rely on its functionality and does not introduce bugs in those packages.
  • This code does not duplicate functionality that already exists in the framework or in ProcessMaker.
  • This ticket conforms to the PRD associated with this part of ProcessMaker.
    .

mcraeteisha and others added 30 commits February 28, 2023 11:18
sanjacornelius and others added 27 commits March 29, 2023 13:01
Process Templates: Add Import/Export functionality
Compare against other template names, not Process names.
Error was not surfacing to the user
Process Templates: Create a Process from a Template
# Conflicts:
#	resources/js/processes/components/ProcessesListing.vue
@ryancooley ryancooley merged commit e95bc5d into develop Apr 10, 2023
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5 participants