Getting Started

Before you start creating comprehensive and effective solutions, you need to start with the basics. With the help of the instructions below, you can get acquainted with how to work in the platform and create basic elements, connect them together, and create a complete solution.

The following steps describe what you need to do to get started:

1. Go to ProcessMix Cloud
2. Create an account.
   • After entering your email address and clicking the register button, you need to verify your email address. Follow the link in the email, and then set your password.
3. Create an organization and choose the right subscription plan for you.
   • After a successful registration, you will be redirected to the home screen of the Home application. Click the Create a new organization button. Enter the name of your organization, your website, if one exists, and select the appropriate subscription plan to suit your needs.
     • If you are a member of an existing organization that is already in the system, then you will be taken to the section Repositories and Projects of your organization.
     • If you are a member of an existing organization that already exists in the system and you see a welcome screen, then you need to wait for the Owner or  Administrator of the Organization to add you to the team.
   • Select the appropriate subscription plan and click Create and Subscribe.
     • You will be redirected to pay for the subscription. The payment, if it is not a free plan, will be charged to you monthly. After a successful payment, you will be taken to the organization page, where you will see that your subscription is active, and you can start creating a repository and a project to work with.
     • If the payment fails, you will see that your subscription is inactive, and you can retry the payment with the same or another payment card.
4. Invite your team to collaborate.
   • If you plan to work on a project with the whole team, then you need to go to the Organization team section by clicking on the corresponding icon on the left panel of the Home application. Open the All users group, and in the central part of the application, click on the plus button, where you need to enter the email of the user to whom you want to grant access to the resources of your organization.
   • Note: Users must be pre-registered on the platform.
5. Create your first repository.
   • To create your first repository, you need to go to the Repositories and Projects section (located on the left panel of the Home application) and click on the New repository button. On the pop up, you need to enter the name of the repository and its ID.
6. Create your first project.
   • To create your first project, you need to go to the Repositories and Projects section (located on the left panel of the Home application) and click on the New project button, where you need to select the repository in which you want to create the project, enter the name of the project and its ID.
   • Note: The project ID must be unique across the entire platform, so if you see an error that a project with the same ID already exists, you need to enter a different project ID and click the Create button.
7. Grant project access to users.
   • If you plan to work as a team, then you need to give users access to the project. To do this, in the Repositories and Projects section, open the project to which you want to grant access to a team member, and in the right panel of the application, open the Project Users panel, click the add user button, enter the user’s email and assign them a role: Editor or Viewer.
   • Note: The owner of the organization and its administrators have access to all projects of the organization
8. You are now ready to start working on the project.
   • To start working on the project, go to the Repositories and Projects section, and on the right panel, go to the Project Settings panel, if it is inactive. In the central part of the window, you will see the history of the project, which will subsequently display all the committed changes made by all members who have access to the project. After creating the project, you will only see the starting commit. Click on it, and you will see buttons: Work and View. Click on the Work button a new window IDE application (Integrated Development Environment) will open.
9. It’s time to build your first flow.
   • Try the examples from our section how-to to master ProcessMIX or create it from scratch.
10. The first thing you need to get started is defining the required data structure. Structure builder guide
11. Next, you need to create the first flow and define your input data. Flow builder guide
12. You can also use assets such as Dictionaries, Decision Tables, Scorecards and PMML in your flow. Dictionaries, Decision tables, Scorecards builders guides
13. To get data from external sources or use external logic, use connectors: REST, SOAP or a database that you have access to. REST, SOAP, DB builders guide
14. Integrate all your created artifacts into the flow. Flow builder guide
15. After you are satisfied with the built logical model, you need to make sure that the error panel does not contain errors or fix existing errors. Error panel guide
16. The project is ready to run if there are no errors in it. Deploy and Use guide
17. Now you can debug and test your logic. Debug and Testing helper guides
18. Once everything is tested and the desired result is obtained, you can use your project by integrating endpoints with your frontend part. Also you can use generated jar or war exporting them from the project menu. Deploy and Use guide