Improvements
Learn about improvements that are now available in ProcessMaker Platform Winter 2024.
Process Owners and Participants
Improved Inbox Clarity
The Inbox view for Requests and Tasks now provides greater clarity to distinguish each instance of a Process:
Case titles display information unique to that Process instance by optionally using Request variable values in that Request. Specify the Request variable(s) for Case titles from the Process configuration.
Sort and filter Tasks in your Inbox.
Table views are now cleaner.
Learn more from these documentation topics:
Task and Request Filtering
Cruise through your inbox in half the time. The requests and tasks view has been refined for enhanced clarity and provides the following features.
Search names for each task, clearly showing details like the name of the requestor.
Sort & filter tasks in your inbox.
Prioritize tasks based on urgency.
Sort tasks or requests by specific dates, facilitating better scheduling and timely completion.
View tasks assigned to specific individuals or teams, enhancing coordination and collaboration.
Click here to learn more.
Process Designers
Modeler UI
Process Modeler has been enhanced for smoother, faster process editing. This release provides the following enhancements:
Drag and Drop Elements: Users can now easily drag and drop elements from the control rail to the canvas. Click-and-drop action remains available as well.
Undo/Redo Shortcuts: Keyboard shortcuts (Ctrl + Y/Ctrl + Z) have been added for undo and redo actions.
Pan Across Canvas with Hand Tool: Designers can now pan across the canvas by dragging the hand tool, allowing for fluid movement, zooming in and out, and precise focus on different sections of their designs.
Effortless Task Insertion: Adding new tasks is now simplified by placing them directly on the sequence flow arrow.
Learn more from these documentation topics:
PM Blocks Improvements
PM Blocks now have the following improvements:
Pin PM Blocks to the Objects bar like other Process model objects.
Customize the default PM Block icon when configuring the PM Block. Designers using that PM Block may still change the icon on the specific PM Block object after it is placed in the Process model.
Map data from the data source to the Request's JSON data model
Learn more from these documentation topics:
Screen Builder UI
The screen controls menu in the Screen Builder has a new layout with clearer choices and expandable categories. This improvement aims to provide users with a more user-friendly experience, allowing for easy access to screen controls facilitating quicker development of screens. Screen controls are now organized under the following categories:
Advanced
AI Assistant
Content Fields
Dashboards
Files
Input Fields
Navigation
Click here to learn more.
Improved AI Search
This Global AI Search functionality has been enhanced to make it easier to search for processes and tasks within ProcessMaker. The search bar now offers suggestions and relevant filter options, simplifying the process of composing search queries.
Click here to learn more.
Script Editor
The Script Editor interface has been enhanced to allow for easier script creation. The redesign introduces a more intuitive interface, offering clearer choices and improved interactions. It is easier to select a language for your script and configured basic and advanced script settings.
Click here to learn more.
Administrators
Centralized Authentication
This feature introduces enhanced authentication in ProcessMaker by integrating with Keycloak login capabilities and external Identity Providers (IDPs). Users can effortlessly transition between systems, eliminating the need for repeated login details. Key highlights include:
ProcessMaker as an Identity Provider (IDP): Users can log in not only to ProcessMaker but also to external IDPs using the same credentials, ensuring a unified authentication experience for improved convenience and security.
Central Keycloak Server: The central Keycloak server acts as a central hub for authentication and authorization, establishing trust relationships with external IDPs. This allows users to utilize existing credentials and access rights seamlessly.
Centralized Database: A central database serves as a common data store, ensuring consistency and simplifying data synchronization for improved efficiency.
Password & Login Options
Password and login options have ben enhanced to include the following:
Two Factor Authentication: Enhance security with an additional authentication step involving a one-time password (OTP) sent to either cellphone or email.
Password & Login Options: Configure passwords based on organization security policies, including criteria like character types, length, expiration, and failed login attempts.
Session Control: Administrators can restrict open sessions for a user in two ways:
Restriction by IP: Restricts login attempts by the same user from different IPs.
Device Restriction: Restricts login attempts by the same user from different devices.
Password Reset: Users can conveniently reset their passwords for improved account management and security.
Click here to learn more.
Project Permissions Upgrade
Project granular permissions allow Project Owners to define who can create, edit, remove, or assign assets within a project. Users see all available asset actions in the ellipsis menu, ensuring transparency and efficiency. Additionally, when users create and publish a new asset, they seamlessly return to the Project list, improving the user experience.
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