Release Notes 2026

Self-service and task flow

• Self-service screens now remain blocked after a service task step, preventing users from interacting with the form until the next self-service task is properly available and claimed.

• After looping back through a gateway, self-service screens no longer stay editable— the form is blocked until the task is properly available/claimed, including after exclusive, inclusive, and parallel gateways.

• The interstitial screen no longer stays loading after submitting a self-service task assigned to a group when a script runs before the next self-service task. Users are now routed to the next available task without needing to refresh, even though the request already advanced in the background.

• The first self-service task no longer shows editable fields before the user claims it—when the task opens in self-service, the screen stays blocked until the user clicks Claim Case, preventing data entry before ownership is established.

Screen performance and UI responsiveness

• The screen no longer slows down or freezes after repeatedly selecting and deselecting values in a Select List with a watcher. Select, unselect, and other field interactions now remain responsive, even on screens with many controls.

Reporting, saved searches, and pagination

• The Process column in reports sent from Tasks Saved Searches now populates correctly, matching the process name shown in the Tasks list instead of appearing blank in the emailed report.

• Scheduled reports in Saved Searches now paginate correctly, so when more than 15 scheduled reports exist, the paginator navigates forward/backward and continues to show the expected records.

Designer, Projects, and asset management

• The “Add to bundle” option is now available in the ellipsis menu for assets shown in Recent Assets, so any recent item can be added to a bundle directly from that list.

• The “Import a PI process” option is no longer available when creating a new process from within Projects, preventing PI processes from being imported in a context where they don’t appear in the project’s asset list.

• The Categories search field in Projects now shows the search icon, matching the behavior and visual consistency of other Designer search inputs.

• Saving a FlowGenie that was created from within a Project now redirects back to the originating Project, matching the post-save navigation behavior of other Project-created assets like Screens, Scripts, Data Connectors, and Decision Tables.

• The Open Launchpad action no longer appears for process templates, preventing templates from redirecting to /process-browser/{id} where they can’t be searched or used to start cases.

• Copying a script from the Recent Assets menu no longer triggers an error, allowing the script to be duplicated successfully from the ellipsis options.

• Decision tables can now be imported into Projects, including older exported files, so the Project “Import Asset” flow accepts the Decision Table package and completes the import successfully.

Web Entry and file/media handling

• Uploading a video from a Web Entry no longer leaves the form stuck with a disabled Continue/Submit button. Video uploads inside loop rows now stay tied to the correct row and complete normally, so the Web Entry can proceed to the next step without the upload being rejected or ignored.

Cases and navigation links

• Right-clicking Case # and selecting Open link in a new tab now opens the case view (/cases/xxx) instead of incorrectly sending users to the request page (/requests/xxx).

PDF, printing, and documentation output

• Fields no longer get cut off after the File Preview when printing a form, including when the File Preview starts at the top of a new page; page breaks now preserve and render all fields that follow.

• The PDF Generator now includes uploaded images when a File Preview control is used in the PDF template screen, so generated PDFs render the image instead of leaving the preview blank.

Email connector behavior

• When no files are provided for “Attach Files” (URL / Request Variable / Request Array), the Send Email step no longer shows an on-screen error; the email is sent normally and the attachment handling is skipped cleanly when the attachment list is empty.

Process publishing and A/B alternatives

• Publishing no longer throws a server error when Alternative A/B is selected and the start events don’t match; instead, the UI shows a warning that A/B testing is disabled because the start events are out of sync, and when the start events match, publishing proceeds and the A/B option remains available.

Configuration and validation safeguards

• Saving a process with an empty Process Owner no longer triggers a server error; the UI now shows “Process owner is required.” and prevents saving until an owner is selected.

• No console errors appear when enabling or disabling SCIM from Admin → Settings → Login & Auth → SCIM.

• Start timer event setup no longer breaks when a user profile uses a date-only format—AM/PM toggles and time entry remain available, and the timer configuration keeps its own date/time format regardless of the user’s profile settings.

PM Blocks and modeler validation

• Auto Validate no longer flags certain PM Block nodes with “Call Activity must have child process selected” due to missing child-process metadata, so adding those PM Blocks to the modeler keeps the call activity properly linked and avoids the server error that previously left calledElement/processId/startEvent empty.

Request Data editing

• Editing Request Data now clears any existing draft for that request, preventing the draft restore logic from overwriting the manual update after refresh—so the value you save in the Data tab persists instead of reverting to the previous data.

Security & Authentication

• The audit finding is addressed so login sessions are handled more securely, reducing the chance of unintended access through the browser’s cookie/session behavior.

Mobile Experience

• Uploading videos from mobile now works when the Photo/Video control is configured for Video, so videos load and save correctly instead of being treated as photos.

Authentication, Access Control & Account Security

• Password reset now requires username verification when multiple accounts share the same email address, ensuring the password update applies to the intended user and preventing unintended access from duplicate-email scenarios.

• Previously, users could remain logged in after an administrator set their account to Blocked or Inactive. Now, changing a user to either of these states ends any active sessions so they can’t continue accessing the platform.

• Blocked or inactive users can no longer reset their password through the Forgot Password, preventing locked accounts from regaining access until an admin unblocks them.

Record Lists & Screen Controls

• Rows no longer reappear after a refresh or when reopening the task because draft data was combined with existing rows instead of reflecting the user’s latest state. Draft restore now preserves row deletions for Record Lists, keeping the task data consistent with what the user last saved.

• The Select List inside a Nested Screen now loads its Collection values correctly when the screen is opened through a Web Entry URL, even when the Collection is only referenced inside the Nested Screen.

PM Blocks & Subprocesses

• The default interstitial screen no longer hangs when a parent task uses Display Next Assigned Task and the next step is a PM Block whose first task is Self Service for the user’s group. The user is now redirected into the PM Block and can claim the task as expected.

• After importing a process with PM Blocks (or subprocesses) via DevLink/Copy-Update, tasks no longer run the wrong PM Block at runtime. Each parent task now consistently launches the correct child request by keeping callActivity → subprocess IDs mapped correctly, preventing duplicate/incorrect subprocess sets that previously caused multiple tasks to execute the same PM Block.

• After rolling back and completing a Subprocess, the parent process no longer stays in a FAILING state. It detects the Subprocess completion and continues to the next parent task as expected.

• Importing PM Blocks and Subprocesses no longer clears Select List controls configured with a Data Connector. Select Lists now retain their configured connector and endpoint instead of displaying the message “A Data Connector must be selected” or appearing empty after import.

Tasks, Cases, and Requests Lists

• Clicking the Case Title from the Requests list now takes users to the process case view instead of opening the process request page, keeping navigation consistent across Tasks, Cases, and Requests.

Translations

• Auto-translate in Admin → Translations no longer gets stuck in an infinite loading state in environments where the translation job failed while saving its audit record.

Security & Permissions

• Analytics in the top menu now appears only when both conditions are met: PROCESS_INTELLIGENCE_ENABLED=true and the user or user group has the View Analytics permission. Users without View Analytics no longer see Analytics in the top navigation, even if Process Intelligence is enabled.

• Designer access via direct URL is now restricted so that users without the required permissions cannot open /designer, even if they manually paste the link in the browser.

Process Modeler & Designer UI

• RAG Collections in the PM Modeler now prevent duplicate records when users click Add Source multiple times—once the first RAG collection is being created, a loading state blocks additional clicks so only one record is created per action.

• Some sidebar icons in the PM Modeler and Admin now inherit the DynamicUI navigation text color, so Flow Genie in Designer and DevLink, SentryIo, and Translations in Admin match the configured UI color after saving Customize UI.

• Sessions now keep users connected more reliably while working across multiple tabs (Designer screens, scripts, modeler, and request pages). The session warning banner/modal behaves consistently across tabs, and choosing Stay Connected maintains the session so unsaved edits are less likely to be lost during longer editing sessions.

Processes, Project & Documentation

• Documentation now loads successfully for processes that use Signal Events, preventing the 500 error when opening the Documentation view after configuring a signal event in the modeler.

• When creating a new process from a default template, the process owner is now set to the authenticated user who created the process, instead of inheriting the template author.

• Project export now completes successfully even when the project includes assets tied to Data Connectors and Collections in environments with very large groups. The export workflow no longer attempts to include full group membership data during packaging, preventing timeouts/memory exhaustion and avoiding “canceled” or intermittent 404 failures seen in the UNCC dev environment.

Data Connectors

• Data Connectors now receive the correct per-iteration values when executed inside a sequential multi-instance loop. Each loop run sends the corresponding record’s id and name (for example, 1/hello, then 2/world) instead of missing or mismatched parameters, so the echoed results match the input array.

Task Routing & Automation

• Service tasks triggered by a boundary timer loop no longer execute more than once per cycle. In scenarios where a user task returns to a Send Email service task after the timer fires, ProcessMaker now prevents duplicate executions so only one email is sent per timer iteration, even after many repeated cycles.

• The web entry flow no longer gets stuck on the interstitial screen after clicking Continue. After completing the web entry step, the case now correctly advances to the next assigned task.

Notifications

• Email Notifications now validate the Email Address recipient field so it only accepts a single valid email address, showing an error when an invalid value or arbitrary string is entered.

Cases & Task Lists

• The Cases pagination no longer shows an incorrect 15 items per page label after navigating between pages when 50 per page is selected. The search now works correctly, and the counter updates properly when the Per Page value changes.

• Non-admin users no longer see “No data available” due to a failing self-service task filter — the task list now loads reliably even with tens of thousands of self-service tasks.

Screen Controls & UI Behavior

• Record List now keeps row selections visible when multiple records mode is used together with a PMQL filter. The list no longer refreshes in a way that clears the checkbox UI state, so the checkmarks stay in sync with the stored selection data.

Launchpad & Analytics UI

• Launchpad now refreshes Process Information counters correctly. After starting or completing cases, reopening Process Information shows the latest started/completed percentages and updates the pie chart, keeping the process counter and the header small pie charts aligned without showing stale counts.

• 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 A123 now display exactly as entered instead of being converted into an invalid date format on the Display Screen.