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Discover the exciting new features and enhancements introduced in our Summer release!
ProcessMaker Platform Summer 2024 release offers the following new features and enhancements. Click on a feature to learn more about it.
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 new documentation or enhance existing ones.
Watch the following product tour to learn how to create process documentation using AI.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
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. Key features of the Recommendation Engine include:
Provides recommendations based on previous actions.
Detects similar tasks and suggests creating inbox rules for them.
Recommends marking similar tasks as priority or reassigning them.
Observes user behavior and suggests appropriate actions based on similar tasks.
Watch the following product tour to learn how to use the Recommendation Engine.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
ProcessMaker's FlowGenie integrates OpenAI features in the intuitive FlowGenie Studio, allowing Process Designers to execute a wide range of tasks by simply entering a description of what they wish to achieve. These capabilities enable tailored interactions and improved outcomes within the platform. FlowGenie has the following features and functionalities:
Easily access and manage all Genies from the Designer Welcome Screen for efficient asset management.
Train the Genies in FlowGenie Studio's user-friendly interface, where you can test, preview, and fine-tune their behavior.
Enter a prompt, provide relevant input data, and the Genie will generate a response.
Train the Genie to provide better, more curated responses.
Format responses as text, JSON, or an HTML table.
Add a Genie to a process as a modeling object in the Modeler.
Designers can add and link multiple Genies within their processes.
Request variables can be passed to/from a Genie using mustache syntax within the prompt.
Genies can process PDFs and CSV files (up to 3 pages and under 2 MB in size).
Genies can also access information from publicly available URLs.
A well-crafted prompt is key to achieving the best results from FlowGenie. For comprehensive guidance on effective prompt writing, refer to Six Strategies for Prompt Engineering by OpenAI.
Watch the following product tour to learn how to create a Genie and use in your processes.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
Interact with assigned tasks directly from your inbox. Actions by Email now offers enhanced functionality, including:
Record task responses directly in an email, seamlessly integrating inputs with ProcessMaker tasks.
Design more effective email screens by integrating interactive buttons for various actions.
To enable Actions by Email for a task, create an email screen that will be displayed to the participant. This screen should provide the recipient with enough information to make an informed decision and take action on the task. Watch the following video to learn how to create an Email screen.
After an email screen has been selected, follow the instructions in the following video to complete the Actions by Email configuration and run a Case of the process.
: Find detailed product documentation.
: Enroll in free courses to learn how to use ProcessMaker Platform.
Process Launchpad now features a streamlined interface with enhanced navigation and editing tools. Key improvements include:
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.
Collapse the process information to allow more space for viewing Cases and Tasks.
Watch the following product tour to see the enhancements in the Launchpad.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
The Welcome Screen has been redesigned to offer an intuitive interface with clear ways to get you started. Key enhancements include:
View active Cases and Tasks alongside a list of processes you can initiate.
Clearly view the status of Cases and Tasks.
Filter and search the Case and Task lists.
Case titles are now visible for both Cases and Tasks for better context.
Easily identify and manage high-priority tasks using the priority flag in the task list.
Watch the following product tour to learn more about the Welcome Screens.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
The UserWay accessibility widget is available as an add-on to enhance web accessibility. This tool offers an accessibility menu that provides features for an inclusive experience for all users. Key features of this widget include:
Text resizing, color contrast adjustments, and keyboard navigation enhancements.
Screen reader compatibility for visually impaired users.
Customizable interface to suit individual needs.
Watch the following product tour to learn how to use the UserWay accessibility widget.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
The due date for a task is now dynamic and configurable to enhance flexibility and control. With the new ability to add request variables to the due date setting in a task’s configuration, you can set more flexible and context-sensitive deadlines, improving task management and overall process efficiency.
Customize the task completion experience for users with automatic redirection based on predefined settings. You can configure redirection for task completion and process end events.
By default, tasks redirect to their origin point or the Summary Screen, with customization options available while designing the process.
Designers can set redirects to the Process Launchpad, Task list, Dashboards, or external URLs.
Watch the following product tour to learn how to customize task destination and set dynamic due dates.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
FlowGenie
Document with AI
Slideshow Mode
UserWay Accessibility Widget
Recommendations Engine for Tasks
Robotic Process Automation
Actions by Email
Process Launchpad
Welcome Screens
Calculated Properties and Watchers
Task Due Date and Destination
Analytics
Experience a smoother and more efficient development interface with our latest improvements for Calculated Properties and Watchers:
Organize Calculated Properties and Watchers easily with drag-and-drop functionality.
Temporarily disable specific Calculated Properties or Watchers when necessary.
Access detailed logs to troubleshoot runtime errors with precision.
Enjoy expanded editing space, enhancing your ability to work with Calculated Properties and Watchers.
Watch the following product tour to learn more.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
Gain valuable insights into the performance of your processes through Process Analytics. Key features include:
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 a CSV file.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
ProcessMaker Platform now offers enhanced automation capabilities with Robotic Process Automation (RPA). This technology automates repetitive tasks using robots, streamlining processes and reducing manual intervention. Key features of this integration include:
Seamless integration with UiPath.
Configure the RPA engine directly within ProcessMaker.
Utilize a command center to monitor robots, jobs, and executions effectively.
Install local helper software to define robot job instructions. Effortlessly register these configurations with the cloud orchestrator.
View all job and authentication data clearly within the RPA solution for better integration management.
Incorporate RPA processes into ProcessMaker using the Modeler for streamlined process automation.
Watch the following product tour to learn how to use RPA.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.
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. Key features of the Slideshow Mode include:
View the process model.
Navigate through steps and view screens.
Add images where screens are not available.
Share slideshows via email or links that are accessible to users without ProcessMaker credentials.
Watch the following product tour to learn how to use the Slideshow Mode.
ProcessMaker Knowledge Center: Find detailed product documentation.
ProcessMaker University: Enroll in free courses to learn how to use ProcessMaker Platform.