Summer 2024 Release Notes

Introducing ProcessMaker Platform Summer 2024

ProcessMaker Platform Summer 2024, our latest enterprise product release, is a state-of-the-art, cloud-based SaaS solution that enables AI-Powered Business Process Automation.

Release notes document new features, improvements, fixes, and known issues associated with this release.

See the Summer 2024 Quick Start Guide to learn how to use the new features in this release.

Version History

Version 4.11.1 Release Date: August 29, 2024 Changes: Bug fixes.

Version 4.11.0 Release Date: August 27, 2024 New Features: FlowGenie, Document with AI, Slideshow Mode, Recommendations Engine and more. See What's New for a complete list. Enhancements: Actions by Email, Welcome Screen, Launchpad, and more. See Enhancements for a complete list.

What's New!

ProcessMaker’s Summer 2024 Release introduces the following new features and enhancements designed to accelerate your business process automation. Please contact your sales representative or Customer Success Manager to learn more.

NEW FEATURES

Slideshow Mode in the Modeler

The Slideshow Mode in the Modeler makes it easy for process designers to share the design of a process with all stakeholders, regardless of whether they have access to ProcessMaker Platform.

• View the process model, navigate through steps, view screens or add images where screens are not available.

• Share slideshows via email or link, accessible to users without ProcessMaker credentials.

Click here to learn more.

AI-Driven Process Documentation

Use AI to quickly generate effective process documentation saving time and effort. This ensures that all stakeholders have access to detailed process information, promoting better compliance and execution.

• Generate process documentation with one click.

• Create documentation from scratch or enhance current documentation.

Click here to learn more.

FlowGenie Studio

The FlowGenie Studio now offers OpenAI features within the platform enabling tailored interactions and improving outcomes. It is available as a new asset on the Welcome Screen, enhancing your process management capabilities.

• Easily access and manage all your Genies in one place.

• Design and train Genies in the enhanced FlowGenie Studio.

• Enjoy an intuitive interface for managing Genie configurations.

• There is support for new document types, including PDFs, CSV files, and URLs.

Click here to learn more.

Recommendations Engine

The Recommendations Engine enhances task management by providing intelligent suggestions for prioritizing and taking action on tasks within a cluttered inbox. This functionality aids the decision-making process, helping users identify the most impactful actions and avoid overlooking crucial tasks.

• Identifies tasks at risk of being overdue in the next 24 hours.

• Detects similar tasks and suggests creating inbox rules for them.

• Recommends marking similar tasks as priority or reassigning them.

• Observes user behavior and provides recommendations based on previous actions.

Click here to learn more.

Process Analytics

Get valuable insights into the performance of your processes through Process Analytics.

• Get an overview of activities across the platform.

• Analyze how process design impacts performance.

• Filter data to drill down to more detailed levels of analysis.

• View performance trends over time.

• Export data to CSV.

Click here to learn more

UserWay Accessibility Widget

The UserWay widget is now available as an add-on to enhance web accessibility. This tool offers an accessibility menu providing features for an inclusive experience for all users.

• Text resizing, color contrast adjustments, and keyboard navigation enhancements.

• Ensures screen reader compatibility for visually impaired users.

• Provides a customizable interface to suit individual needs.

Click here to learn more.

Robotic Process Automation (RPA)

Enjoy enhanced automation capabilities through Robotic Process Automation (RPA). This integration simplifies repetitive tasks, eliminating the need for manual intervention.

• Configure servers and view integrations with RPA servers directly within ProcessMaker.

• Access the RPA engine within the platform without the need for separate setup.

• Monitor robots, jobs, and executions from a centralized command center.

• Install local helper software, define robot job instructions, and register configurations with the cloud orchestrator.

• View all job and authentication data from the RPA solution.

• Utilize RPA options while designing processes in the modeler.

Click here to learn more.

ENHANCEMENTS

Participant

Welcome Screen

Improved Welcome Screen with clear ways to get you started. Welcome Screens now include the following new features to improve user experience:

• See active Cases and Tasks, as well as list of process you can start.

• Case titles are now visible for both Cases and Tasks for better context.

• Quickly identify and manage high-priority tasks through the priority flag in the task list.

Click here to learn more.

Process Launchpad

Process Launchpad now offers a smoother interface with enhanced navigation and editing features:

• Filter your Cases and Tasks.

• Add additional tabs for Case/Task lists using Saved Searches.

• Easily search for processes or categories.

• Quickly view frequently used processes with recent Cases.

• Collapse the left menu to allow more space for viewing process information.

• The Image carousel for processes can be expanded for better viewing.

Click here to learn more.

Smart Inbox

The Smart Inbox now merges previously filled information into your tasks when using the quick-fill option. This enhancement streamlines task completion by automatically incorporating relevant past data, ensuring consistency and saving time.

Click here to learn more.

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Designers

Actions By Email

Allow Participants to interact with assigned tasks directly from email notifications. Actions By Email now provides enhanced functionality to take action on a task without logging in to ProcessMaker Platform.

• Send custom email notifications with interactive buttons for various actions.

• Record task responses directly from an email, integrating inputs with ProcessMaker tasks.

Click here to learn more.

Add Dynamic Due Date to Tasks

Configure dynamic due dates by adding a variable to the due date setting in a task’s configuration. This enhancement allows for more flexible and context-sensitive task deadlines, improving task management and process efficiency. Dynamic due dates are available for Form-Tasks and Manual-Tasks.

Click here to learn more.

Flexible Task Destination

Improve user experience by automatically redirecting users to a page after task completion. This customizable redirection is available for task completion and process end events.

• Customize what a participant sees after completing a task.

• Users can be redirected to the Process Launchpad, Task list, Dashboards, or external URLs.

• Redirects to the origin point by default.

• Available for Form-Tasks, Manual-Tasks, End Events, Signal End Events, and Terminate End Events.

Click here to learn more.

Calculated Properties

Enhanced interface for Calculated Properties offering improved user interface and feature usability.

• Use drag-and-drop functionality to organize Calcs.

• Temporarily bypass specific Calcs.

• View logs of all performed Calcs.

• More space for editing Calc code.

Click here to learn more.

Watchers

Enhanced interface for Watchers offering improved user interface and feature usability.

• Use drag-and-drop functionality to organize Watchers.

• Temporarily bypass specific Watchers.

• View logs of all executions of Watchers.

• More space for editing Watcher code.

Click here to learn more.

IDP

This release introduces new features to enhance document management and processing, with a focus on increasing efficiency and improving data organization

• Upload multiple documents in one file and automatically split them per page into separate documents in IDP.

• Allow users to add new information and modify existing metadata.

• Receive notifications to monitor document processing status in real-time.

Learn more about the IDP Connector and Notifications.

PM Blocks

PM Blocks configuration now offers the following additional features:

• Use Loop controls in PM Blocks.

• Add Inbound Configuration from within the PM Block design.

• Add Environment Variables to PM Blocks.

• Specify Start Event for the PM Blocks.

Click here to learn more.

FIXES

UI/UX Fixes

• Watchers running scripts to clear text areas and input fields were malfunctioning, causing old data to reappear. Resolved to ensure fields are properly cleared.

• "Null" displayed as a list label in email-type screens with empty List Labels. Now, nothing is displayed when no label is provided.

• Deleted users remained active. Fixed to ensure users are inactive when moved to the "deleted users" list.

• Screen changes were lost after renaming screens. Updated Save button to "Save and Publish" to preserve modifications.

Performance Optimization

• Summary screens failed with large delegations. Resolved by preventing the loading of the process_request_token column for better performance.

• Pagination added to summary screens for large data sets, ensuring correct loading.

• Intermittent OOM failures in the api/1.0/tasks endpoint. Memory optimizations implemented to prevent exhaustion.

• Line charts failed with multiple categories in saved searches. Issue confirmed and rendering accuracy improved.

• Mismatch between chart data and saved searches. Resolved for accurate data plotting.

Security & Compliance

• NPM IP Package v2.0.0 had an SSRF vulnerability (CVE 2023-42282). Upgrading to v2.0.1.

• Domain validation in script direct API access corrected to properly verify URLs, focusing on domains.

Process & Task Management

• Tasks assigned using "Rule Expression" and "Self Service" were not visible to group members. Fixed to ensure tasks are accessible for claim.

• Incorrect task delegation when a user is set to Out of Office. Addressed to ensure tasks go to the designated delegation user.

• PDF Generator failed with file names containing spaces. Now supports names with white spaces.

API & Integration

• SCIM provisioning sync errors during user updates. Enhanced error handling for seamless synchronization.

• Boundary signals in processes caused SQL errors during project addition. Fixed to prevent signals from being treated as individual assets.

Data Handling

• Records with special characters weren't saved in searches. Fixed to ensure accurate data saving, even with special characters.

• Inconsistent count numbers in saved searches and list charts. Resolved for accurate and consistent counts.

• UTC time displayed in emails instead of the selected timezone. Fixed to match the sender's timezone and include timezone details.

Connectors

• Send Email Connector name reverted when editing the Subject field. Resolved to maintain the connector's name as intended.

• Discrepancies between form data and email content for selected times in date pickers. Resolved to ensure consistency.

KNOWN ISSUES

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

AI-Driven Process Documentation

• In the documentation view of a process, the name of a PM Block disappears, leaving it unlisted.

Process Launchpad

• In the Launchpad, tooltips are not displayed for tab names on the process-browser page, and text is prematurely truncated to 25 characters instead of the intended 35 characters. Workaround: Enter tooltips less than 35 characters.

• The search field in the Guided Templates section on the process-browser page has a different UI compared to the search fields in the All Templates and Recent Cases sections

Smart Inbox

• Unread tasks are not marked as read when opened through the preview pane on the Tasks page, even after refreshing the page.

Designers

• The submit button is disabled when required fields, such as those in a Signature control, are hidden on web or mobile, blocking form submission. Workaround: Use a visibility rule instead of using the required setting.

• When two users collaborate on a process and publish different alternatives, changes made by one user are not reflected for the other without a page reload.

• Label style and size differ between the "Run Test" option in the modeler and process configuration.

• When editing a user and assigning a Delegation or Manager, the selected user is not highlighted, causing confusion.

• The Undo/Redo functionality does not work correctly with AI-generated content in screen forms.

• Starting a process created from a template with Alternatives A and B results in a 500 error.

• When a task is assigned by rule and sent to the default user, the system incorrectly shows the default user completed the task.

• Using the "Go Back" button after modifying Alternative B causes the alternative to revert to its initial state. Workaround: Save alternative to avoid losing information.

• When adding new tasks to the sequence flow between existing elements in a process, the flow is not saved correctly, leading to misconfigured connections.

• When using a web entry, if the Task Destination is not properly configured, the system may redirect users back to the login page after the Completed screen is displayed.

  Workaround: To avoid this issue, ensure that the Task Destination is configured with a valid URL. This will prevent the system from redirecting to the login page and ensure that users are directed to the intended destination after completing the web entry.

Administration Settings

• The ellipsis in the Dashboard and Menus sections under Customize UI is misaligned, appearing too far to the right and centered instead of being aligned to the right edge of the screen.

Who Can Use ProcessMaker Platform Summer 2024?

All existing ProcessMaker Platform users are automatically upgrade to ProcessMaker Platform Summer 2024 seamlessly and continue to leverage best-in-class technology. The transition does not disrupt ongoing business operations and you do not need to take any additional actions to benefit from this release.

For users on ProcessMaker 3, the minimum version required for an upgrade to ProcessMaker Platform Summer 2024 is 3.8.0. After upgrading, ProcessMaker 3 customers can access/edit all their current ProcessMaker 3 processes using the PM Classic feature. However, any new Processes must be created in ProcessMaker Platform Summer 2024.

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