ProcessMaker Platform Winter 2025

Introducing the Winter 2025 Release

ProcessMaker Platform Winter 2025, 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.

• Check out the Winter 2025 Quick Start Guide to get an overview of the new features and enhancements in this release.

• Enroll in the Winter 2025 Refresher Course @ ProcessMaker University to master these features and make the most of the release.

ProcessMaker's Winter 2025 Release introduces several new features and enhancements aimed at empowering organizations for an AI-driven future and accelerating business process automation.

New Features

Conversational Screens

Improve user experience by designing robust Conversational Forms, ensuring smoother interaction across devices. The enhanced Conversational Forms now offer mobile-optimized rendering, advanced navigation controls, and rich input options, enabling seamless, interactive user experiences that drive engagement.

• Conversational Forms are optimized for mobile devices, offering a smoother experience for mobile users.

• Designers have several new controls available for designing their forms:

  • Image/File Upload: Users can upload and preview files.

  • Date Picker: Adds date selection capabilities.

  • Select List: Offers visually appealing selection options.

  • In-Line Action: Allows executing tasks within the conversation.

  • Break and Jump Controls: Facilitate navigation within forms.

• Users can copy direct access to the Conversational Form if they leave mid-conversation.

Click here to learn more.

DevLink

With DevLink Environment Synchronization, administrators can now effortlessly connect multiple ProcessMaker instances to share and manage assets across environments. This feature automates synchronization, reducing administrative effort and ensuring up-to-date asset management.

• Synchronize assets and configurations across multiple instances.

• Once linked, any change in assets can be easily updated in all connected instances, preventing version inconsistencies.

• Transfer assets from Dev to Production environments within minutes.

Click here to learn more.

AI Platform Translations

Utilize AI to translate the entire platform UI, enabling users to choose their preferred language from over 100 options. This feature enhances accessibility and usability, ensuring a seamless experience for a global audience.

• Users can choose their preferred language at login, which is remembered for future logins.

• Users can change the language anytime within the platform.

• Administrators can manage and add translations for the platform, dashboards, processes, and menus.

• Administrators can use AI to translate all, empty, or selected text strings.

• Designers can translate screens and preview how they will appear in different languages.

Click here to learn more.

Process Intelligence Import

Process Intelligence (PI) integration enables organizations to seamlessly transition from process insights to automation. By importing identified PI processes directly into the Process Modeler, this integration streamlines the path from analysis to action, enhancing workflow efficiency and facilitating data-driven automation decisions.

• Leverage direct PI integration to expedite process creation and execution.

• Effortlessly export analyzed PI processes into automation-ready workflows.

• Seamlessly import PI processes in the Process Modeler to build a fully functional process.

Click here to learn more.

Screen Clipboard

Slash form design time by storing your favorite controls in the Screen Clipboard and reuse them again and again. Copy and paste sections of forms and user interfaces for faster, more consistent design.

• Copy content from one screen, paste into another.

• Manage copied content from the clipboard.

• Retain clipboard content until it is manually cleared.

Click here to learn more.

Enhancements

Collections

Collections are now accessible from the Designer module enhancing usability, improving management, and streamlining designers' task within ProcessMaker.

• Designers will have quick access to Collections from the Designer Welcome Screen and the left sidebar.

• Collections can be associated with projects for better organization.

• A new control in screens allows designers to display or edit Collection records, with options to update records directly from the screen.

• Record lists in screens can now use Collections as a data source, with configurable columns and PMQL filtering.

Click here to learn more.

Screen Templates

Enjoy a robust, organized repository of reusable screen templates, significantly enhancing the efficiency and consistency of screen design. With categorized access to personal and public templates, designers can quickly apply layouts, CSS, and fields to screens, reducing the time needed for custom design work.

File Manager

Easily see files organized by tasks, requests, and cases, then view detailed logs showing who accessed or modified the files and when. Always be ready for audits and save valuable time finding what you need with comprehensive file details and logs to improve transparency, efficiency, and organization across cases.

• View detailed information about files within a case, organized by tasks and requests, ensuring easy navigation and management.

• Track file actions such as creation, modification, deletion, and downloads, along with timestamps and user information for enhanced transparency.

• The design and functionality of the File Manager are consistent across different sections, such as in cases and admin module, for a uniform user experience.

Click here to learn more.

Encryption in Screens

Encrypt important data in forms and configure visibility settings so only authorized users or groups can access decrypted content. Our latest release offers options for secure data management in screens, enabling enhanced protection and control over sensitive information.

• Designers can add encrypted fields to screens, with options to reveal or conceal data for flexible visibility management.

• Encryption keys are securely managed in HashiCorp Vault, accessible only to ProcessMaker Cloud Security personnel.

• Admins can configure user and group permissions to control who can view decrypted data, ensuring sensitive information is only accessed by authorized personnel.

• Decryption occurs automatically in the background when content is revealed, providing a secure and smooth user experience.

This feature empowers organizations to maintain robust data security and granular access control within their processes.

Click here to learn more.

Process Documentation

Quickly print the process model with detailed annotations of each step in an easy to understand PDF document. This feature is designed to make sharing and archiving documentation more accessible and consistent across different platforms and devices.

• Download documentation in a standardized PDF format for easier sharing and storage.

• Users can navigate between parent and sub-processes directly from the process documentation.

• Administrators can assign view or edit permissions for process documentation, ensuring proper access management.

• Users without edit permissions will only view documentation, simplifying the user interface.

Click here to learn more.

Project Ownership

Streamlined project management with enhanced clarity and security through robust access control measures.

• Each project's creator is automatically assigned as the owner, streamlining the assignment of ownership.

• Ownership can be transferred to another member as needed, ensuring smooth role transitions and supporting collaboration.

• Only project owners can add members, guaranteeing that access is limited to authorized personnel.

Click here to learn more.

Task Reassignment

Ensure unclaimed tasks are efficiently managed, and reassignment notifications are clear to prevent workflow bottlenecks. The improved task reassignment capabilities enhance workload balance, task visibility, and communication.

• Process Managers can review tasks in a processes and assign workloads efficiently to maintain productivity.

• Unclaimed tasks are clearly marked, making it easy to identify and reassign them.

• Clear and consistent communication during task reassignments to keep all stakeholders informed.

• Self-service tasks can be reassigned without being claimed.

Click here to learn more.

Case Management

Manage your cases with an improved user interface, better organization, and enhanced tracking capabilities.

• Easier navigation and access to cases, with real-time counters for case status.

• Case information now includes a dedicated Requests tab for improved tracking and organization.

• Simplified view of case details, requests, and related processes.

• Conveniently access cases and their related requests in a single location, clearly indicating when multiple requests are associated with one case.

Click here to learn more.

Analytics in LaunchPad

Access real-time process analytics directly within the Process Launchpad, enabling faster, data-driven decisions to optimize performance.

• Users can access analytics directly linking from the Launchpad.

• The analytics dashboard displays charts generated by Process Intelligence (PI) UI, providing process-specific insights.

• Users can monitor, analyze, and optimize their processes using built-in analytics, improving efficiency and performance.

Click here to learn more.

Task Status Notifications

Stay informed with real-time updates whenever changes occur in a task, with status updates conveniently displayed in a side panel to ensure your work is never disrupted.

• Notifications are displayed in the task details panel on the right and stay visible until manually dismissed.

• Users get clear, non-intrusive feedback on the tasks’s status and updates.

• Notifications are displayed when forms are automatically saved.

Click here to learn more.

UI Improvements

Improve usability and enhancing user workflows include:

• Asset tables such as Processes, Templates, and Logs now display in descending order by default, showing the most recent or relevant entries at the top.

• Case titles automatically reflect the process name by default, simplifying the naming convention for cases.

• Both the Process and Case Browser panels remember their collapsed state during a user session, providing a more user-friendly and consistent experience across pages.

Fixes And Known Issues

The Winter 2025 release of ProcessMaker Platform also introduces several important fixes designed to significantly enhance the user experience, providing smoother functionality and improved overall performance. Click here for a full list.

Who Can Use ProcessMaker Platform Winter 2025?

All existing ProcessMaker Platform users are automatically upgraded to ProcessMaker Platform Winter 2025 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 Winter 2025 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 Winter 2025.

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