ProcessMaker Platform Spring 2024

FlowGenie

Harness the possibilities of AI tools directly in process flows. Now, users can add a task in the process model where they configure the FlowGenie to complete the same AI prompt for each case, based on the information provided by the requestor.

Click here to learn more.

Image to Process

Use ProcessMaker AI to create processes from an image. Time to value is significantly improved for anyone who already has a process mapped in another program or even on a whiteboard or sketch pad. Upload or take a photo of the sketch or diagram and the AI assistant will provide you two versions to choose from. Pick the one that best matches your process and start modeling.

Click here to learn more.

Screen Templates

Screens templates are now available to expediate creation of screens. These templates provide commonly-used layouts including screen elements, formatting, and aesthetic improvements like logos and color schemes. Select which parts of the template you want to include and get started in seconds!

Click here to learn more.

A/B Testing

Optimize process performance faster with more controls at your disposal. Simultaneously use multiple versions of a process at once to see how each one performs with real users.

1. Create a second version of an existing process.

2. Edit alternate process (version B).

3. Set the percentage of cases that will go to each.

4. Track test results with process analytics.

Click here to learn more.

Smart Inbox

Keep you inbox organized and empty it faster with the Smart Inbox update. Rules do most of the work for you, applying the same responses to tasks that you’ve completed before.

• Create rules to handle frequent task scenarios

• Flag priorities & save drafts

Click here to learn more.

Guided Templates

Guided Templates are now even easier to use and come pre-loaded with Launchpad settings. Harness the full benefit of IDP and integrate invoice approval with other tools you already use.

Click here to learn more.

Participants

Launchpad Enhancements

More clarity and context for how users interact with processes from the Launchpad with the introduction of the following features.

• Mobile Process Browser

• Embedded carousel elements

• Collapsible sections for easier viewing

• Templates include launchpad elements

Click here to learn more.

Collapsible Task & Request containers

Hide the controls you don’t need when using completing tasks. View task and request details in an intuitive collapsible menu that can be hidden to allow more space to work on your forms.

Click here to learn more.

Web Entry

Anonymous Web Entries can only be used if a user is not logged in to ProcessMaker. A warning message now appears for users when they copy an anonymous Web Entry link while logged in to ProcessMaker.

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Designers

Decision Tables

Create scenarios to test a Decision Table. Easily manage and update business rules in processes. Quickly convert shared spreadsheet updates into automated process updates.

• Excel & CSV imports with templates

• Variables, calculations, and logical operations

• Column editing

• Plus autosave & undo/redo

Click here to learn more.

Page Management in Screens

This improvement simplifies page management on your screen. Now, you can easily add, edit, and delete pages using a single menu. Additionally, you can easily adjust the sequence of pages by simply dragging them up or down.

Click here to learn more.

PM Blocks

PM Block improvements

• Rich text box in PM Blocks

• Variable mapping in Modeler

• Mustache in PM Blocks for dynamic variables

Click here to learn more.

IDP Integration

More of the tools available from IDP without the hassle of switching between platforms. Know as soon as a document is completed in IDP.

• Manage more of your IDP files through Platform without switching tools.

• Select the document type from the modeler.

Click here to learn more.

Process Testing

Quickly see the results of multiple tests, so within minutes you can confidently move forward with process changes knowing that they will withstand real-world use. Run bulk tests in parallel, then compare results.

Click here to learn more.

Administrators

Admin tab reorganization

Find all the tools you need on the left hand side of the Admin screen. Admin settings are now arranged in categories to allow for better organization and ease of use.

External Integrations

Easily integrated your third-party applications with the following new integrations

• BambooHR

• Gmail

Click here to learn more.

Administration

• User ID remains consistent in the Users tab even after users are added to groups, ensuring clarity and stability in user management.

Analytics

• Dates are now sorted correctly in bar charts, ensuring logical and intuitive presentation of time-based data and facilitating better analysis and interpretation of trends over time, resolving previous inconsistencies in the visual representation of data.

Global Search

• Improved the behavior of the Global Search Bar in the Admin Visibility Settings, ensuring it hides correctly when the toggle is turned off, thereby enhancing user experience and maintaining consistency.

Guided Templates

• Resolves Guided Templates direct link redirection issue. The fix ensures that users can create and run Guided Templates without encountering this error in the Spring version.

Integrations

• Ethos: The Ethos synchronization process can now be successfully disabled through a checkbox, solving a previous issue where the configuration was not saved.

Process Modeling

• Interstitial pages now load only once, improving navigation and preventing data loss, especially in processes with multiple subprocesses and interstitial pages between tasks, thus enhancing overall user experience.

Saved Searches

• Improved database performance when using PMQL in the criteria for Saved Searches.

• Records with special characters are correctly stored in saved searches, ensuring accurate data retrieval and display.

• Users can now view all records in saved searches and filter the number of records displayed, enhancing data exploration and analysis capabilities within the platform

• Users can now seamlessly open requests in new tabs from records in saved searches, even if the Case Number column is not included, ensuring a smoother user experience.

Screens

• Corrected the display of INR currency format in screen fields, ensuring accurate representation of currency values as expected.

• Corrected the storage of records containing special characters in Text Areas with Rich Text, ensuring they are now properly stored in saved search tables for accurate retrieval and display of data.

• Translations for radio options and required fields with validation are now accurately displayed, resolving discrepancies in process and screen translations for a more consistent multilingual experience.

• Translated text now displays correctly in dropdown options, interstitial screens, and summary screens, addressing the issue where users experienced difficulties viewing translated content and ensuring a smoother multilingual experience.

• The translation issue for the phrase "View all screens" has been corrected, ensuring accurate localization and improving the user experience for multilingual ProcessMaker users navigating the Designer interface.

• The functionality of the Upload button for adding images to screens in ProcessMaker has been restored, addressing the issue where the button did not respond previously, enabling users to upload images seamlessly during the design process.

Send Email

• Emails can now be successfully sent when using a specific configuration involving a file upload control that allows multiple files to be uploaded.

• Variables can now be utilized in the "Attach Files" section of the "Send Email" element, ensuring correct attachment and emailing of documents improving integration between document generation and email sending functionalities within processes.

Task and Request Management

• Accessing a Self-service task via the UI and the web entry link now exhibit consistent behavior, preventing users from interacting with the form before claiming the task and avoiding loss of filled information upon submission.

• Self-service tasks now correctly appear in the Tasks menu, resolving the issue where users experienced difficulties accessing them, and ensuring a smoother workflow.

• The missing "Self Service" assignment option for tasks with Process Variable Assignment Type, affecting both standard and multi-instance tasks, has been restored, ensuring consistency and enabling users to efficiently manage their processes as in previous versions.

• Users can now access Self-Service tasks with Process Variable Assignment Type as expected, restoring functionality and ensuring smooth task management and user experience within ProcessMaker.

• The "My Requests" list now loads correctly in the default home view, resolving issues for users with multiple group and dashboard configurations and ensuring seamless access to request information.

Top Menu

• Enhanced Top Menu functionality to locate and display all menus in Customize UI, enabling seamless navigation and customization, even after creating more than 10 menus.

• Editing a link within a menu after reordering no longer affects other links, ensuring independent configuration for each link and preventing unintended changes during customization, thus improving menu management.

User Interface

• The logout and login options remain visible even when the browser screen is resized to 991px or lower, ensuring consistent user access to these essential functionalities across different screen sizes.

Web Entry

• Accessing web entry links with SAML authentication now correctly redirects users to the designated screen, resolving the issue where users were redirected to the home page instead, ensuring seamless navigation within the application.

• Web entry functionality has been optimized to seamlessly support accessing requests with parallel loop tasks, ensuring users can progress through tasks without encountering blank pages or processing messages, thus enhancing the user experience and task efficiency.

Following issues are being investigated and will be addressed in a future update.

AI Process Generation

• After completing all tasks and generating corresponding assets in a process created from AI, the message "Create your missing assets with AI" reappears upon reloading the page. Workaround: The message is informational only and can be ignored.

Collections

• Users encounter an error message when importing a Collection for the first time. Workaround: Subsequent attempts to import are successful and do not replicate this error.

Customize UI

• Upon resetting UI changes in the Admin section, the colors do not automatically revert to their default settings. Workaround: Users can manually refresh the screen for the changes to take effect.

Designer

• Editing a query in the process search feature within the Designer section, results in an error. Workaround: The message doesn't affect the functioning of the query and can be ignored.

Launchpad

• When importing a process from Winter to Spring release, the configured Launchpad icon does not appear in the Spring version's launchpad configurations. Workaround: Users can manually upload the icon again.

LDAP

• After multiple synchronizations and user imports with LDAP configuration, users within synchronized groups may appear duplicated when initially accessing the group. Workaround: This duplication issue is transient and resolves itself upon re-entering the user's group view.

Localization

• When logging in with the Spanish language selected, certain labels and options within the Projects section in the Designer remain untranslated.

• When logged in with the Spanish language selected, content fields within the Screen section of the Designer are displayed with some content cut off or improperly formatted.

• When creating a process using a template with a user account configured for a non-default language, certain elements within the modal dialog, such as the Back button, Contact Us link, and Created By label, remain untranslated.

Screens

• When previewing a screen with a photo video control in mobile mode, an error is displayed in the console.

Signals

• After editing and saving a signal, the system fails to automatically return users to the list of signals. Instead, users remain on the same signal screen. Workaround: Users can manually navigate back to the signal list.

Scripts

• Users can create a Script Executor with the same name as an existing one. Workaround: The executor can be renamed to avoid confusion.