ProcessMaker Platform 2026.1, our latest enterprise product release, is a state-of-the-art, cloud-based SaaS solution that enables AI-Powered Business Process Automation. The schedule below outlines each update for this release, its timeline, and the specific changes it includes.
Version 2026.2
Smart Extract in Modeler
A new Smart Extract asset is now available in the Process Modeler, enabling automated document extraction with configurable human-in-the-loop (HITL) validation.
Process Designers can now have configurable rules to trigger manual review tasks when extracted data fails predefined validation criteria. Operators can then review and correct data via a secure Smart Extract interface embedded directly in ProcessMaker.
Key capabilities include:
Support for model ID, model type, and validation rules configuration.
JSON-based conditions determine when human review is required.
Operators can validate and edit extracted data in Smart Extract without leaving ProcessMaker.
Automatic task completion upon review, using webhooks or message events.
AI Data Connectors
A new Data Connectors framework has been added to streamline how Process Designers connect to external APIs and data sources—without requiring complex configuration or code.
Users can now create, manage, test, and reuse connectors using a modern interface designed for flexibility and low-code adoption.
Key capabilities include:
Access and manage all integrations from a single dashboard.
Create connectors manually or import configurations from a template, file (XML), or URL (e.g., Swagger, OpenAPI).
Save configured connectors as templates for fast replication across use cases.
Large documents are parsed asynchronously—users can continue working while processing completes.
Hyland Perceptive Content Integration
A new native integration allows ProcessMaker to connect with Hyland Perceptive Content, enabling secure, API-based access to documents, folders, and workflow metadata.
Designers can now authenticate and interact with Perceptive Content endpoints directly from ProcessMaker, automating document-driven tasks.
Key capabilities include:
Retrieve folder metadata to link files to broader content structures.
Use the Data Connector modeler object to securely configure and manage API calls to Perceptive Content.
Reassignment user lists now include members of the group stored in Process Variable (Groups) assignment rules, ensuring the Reassign dropdown reflects both the Process Manager and eligible users from the configured group when the variable contains a valid group value (including in imported processes).
Cases now redirect users from the interstitial screen to the next task they are actually assigned to when a process creates parallel tasks, preventing cases from getting stuck due to attempts to open an inaccessible parallel task.
The Save as Template option no longer appears when editing a screen that is already a template (My Templates / Shared Templates), keeping the template editor options consistent and avoiding redundant actions.
The Processes tab now displays the mobile-optimized process list when viewing ProcessMaker in a mobile viewport, instead of rendering the desktop-style layout.
Web Entry flows now handle the Anonymous start → Authenticated next task scenario without showing an on-screen Unauthorized error when the next task has no assignee. Instead, the request stops the flow and presents an informational screen indicating the next task must be assigned before the request can continue.
When moving between tasks using the Next button in the Task Preview panel, the reassignment option no longer remains visible for tasks where Allow Reassignment is disabled, preventing users from attempting reassignment on tasks that do not permit it.
Display Screens no longer interpret alphanumeric strings (for example, a letter followed by numbers) as date values when rendered with moustache syntax. Values like
A123now display exactly as entered instead of being converted into an invalid date format on the Display Screen.
Note: Release notes are subject to change and may be updated to include new information, additional fixes, or changes in functionality prior to the final release.
Version 2026.1
Bug Fixes
In the Modeler, Collection PM Blocks now allow removing indexes from the List of Index configuration even when the item being removed is the last index. Previously, deleting the final remaining index had no effect and showed no confirmation, which made it look like the index could not be removed.
When the same radio button component is duplicated on a screen and both instances use the same variable and values, selecting an option in one now immediately updates the other. This restores single-click behavior and keeps all linked radio button components visually and functionally in sync, including when used inside loops.
Non-admin users who own a project and have project permissions can add new project members without seeing a misleading “This action is unauthorized” message. The member picker’s supporting requests (including user task count lookups) now respect existing permissions, preventing false 403 errors while still denying access to users without the required permissions.
Self Service now loads faster and more reliably in environments with a large number of active requests. The update improves how results are retrieved and reduces unnecessary processing, helping prevent slowdowns and timeouts during heavy usage.
Task submission now enforces required file uploads even after a user leaves a task and returns later. Previously, the submit button could remain enabled and allow the request to continue even when the required upload field no longer had a file attached. With this update, submission is blocked until the required document is present, preventing cases from moving forward with missing uploads (including scenarios where draft-saving is disabled).