ProcessMaker Platform Summer 2024

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.

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.

FlowGenie Studio

FlowGenie 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.

• 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.

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.

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

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.

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.

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 see an example of how to use Actions by Email to complete tasks from emails.

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 and Watchers

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

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

• Temporarily bypass specific Calcs or Watchers.

• View logs of all performed Calcs and Watchers.

• More space for editing the code.

Click here to learn more about Calculated Properties.
Click here to learn more about Watchers

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.