New Features
Learn about new features now available in ProcessMaker Platform Fall 2023.
These release notes document new features available in ProcessMaker Platform Fall 2023.
Analytics
Display Process Analytics in Dashboards
Design custom dashboards using the new Analytics Chart control in Screen Builder to render Process Analytics reports in Request participant Welcome Screens as well any Display-type Screen. Show real-time Key Performance Indicators (KPIs) to help stakeholders make timely and informed business decisions. In doing so, quickly identify trends, anomalies, and opportunities.
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Artificial Intelligence (AI)
AI Assistant in Screen Builder
Use ProcessMaker AI's no-code feature to generate a Screen without knowing how to use Screen Builder controls. From within Screen Builder, use the AI Generated control to use ProcessMaker Artificial Intelligence (AI) to generate functional Screen controls by describing in natural language how those controls function.
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AI Assistant in Process Modeler
ProcessMaker's AI Assistant creates Process model objects within Process Modeler without knowing BPMN. The AI Generated object, ProcessMaker's AI Assistant in Process Modeler, creates objects based on your natural language description.
Place the AI Generated object onto your Process model like any other object, and then select to generate any of the following assets using natural language:
Sub Process: ProcessMaker AI Assistant creates a Process using your natural language description. After creating your AI-generated Process, the current AI Generated object becomes a Sub Process element that references the new Process you created using AI.
Screen: ProcessMaker AI Assistant creates a Screen using your natural language description. After using the AI Control to create your Screen, the current AI Generated object in this Process becomes a Form Task element that references the new Screen you created using AI.
Script: ProcessMaker AI Assistant creates a Script using your natural language description. After using the AI Assistant, the current AI Generated object in this Process becomes a Script Task element that references the new Script you created using AI.
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AI Assistant in Script Editor
Generate a Script without using code. ProcessMaker's AI Assistant in Script Editor helps you create highly usable scripts faster than coding them yourself.
Use the following features to help you create highly usable scripts faster than coding them yourself:
Describe how the Script is to function using natural language. ProcessMaker's AI Assistant generates the Script for you.
Clean a Script to improve its code. Improve its coding structure and efficiency.
Document a Script. Use ProcessMaker's AI Assistant to add comments into the Script to document its functionality.
Explain how a Script functions. Use ProcessMaker's AI Assistant to explain how a Script functions. Provide a Script, and AI Assistant describes its functionality in simple natural language.
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CDATA External Integrations
CDATA integrates with a large library of third-party applications and services, including the following:
DocuSign
GitHub
Microsoft Excel
Slack
ProcessMaker Platform simplifies integration with CDATA's drivers that seamlessly synchronize real-time data and streamline integration management.
ProcessMaker Platform integrates with CDATA's drivers in the following manner:
Administrators add a supported CDATA driver from Settings. Thereafter, configure authentication for that external integration.
Process Designers see the CDATA External Integration like any other Process model object. They add the external integration to their Process model, and then configure it for that object.
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Home Screens
Designer Home Screen
The Designer Home Screen is your "home location" that organizes your daily work as a Process Designer. In one location, quickly access Projects and their related assets.
Quickly access the following:
Shortcuts to view or create Project assets:
Processes
Screens
Scripts
Decision Tables
Data Connectors
Shortcuts to your Projects
Shortcuts to your Projects' assets you recently accessed
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Request Participant Home Screen
The Request participant Home Screen organizes your Requests and Tasks as a "home location" from which to quickly access the following:
Quickly access your assigned Tasks
Quickly access Requests that you started and/or are a participant
Quickly start your Requests
View Process Analytics reports that display Key Performance Indicators (KPIs) and other metrics to ensure work is happening efficiently
Custom Home Screens can be designed to replace the default Home Screen. For example, design a Home Screen for different teams within your organization based on functional roles or Projects.
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Process Modeler
Collaborate Designing a Process Model in Real-Time (Public Beta)
Collaborate with Process Designers simultaneously while designing your Process model. Leverage the diverse perspectives and expertise in your organization to build your Process model. In doing so, collaborators can make edits concurrently. Collaboration facilitates faster iterations, more innovative thinking, accelerated design decisions, and improved productivity by providing each other with immediate feedback.
Tag your collaborators in comments directly within Process Modeler to discuss workflow design. Comment recipients receive your comments as a notification.
Get a sneak peek at this public beta! This feature will be in Winter 2024 release!
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Collaborate in Real-Time with Designers in Process Modeler (Try this public beta!)
Quickly Create an Asset
While designing a Process, now quickly create the following asset types for these Process model objects:
Create a Screen for a Form Task element.
Create a Script for a Script Task element.
Create a Screen for a PDF Generator connector.
These assets do not need previously exist when configuring these Process model objects.
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Projects
A Project is a way to group assets under the same goal. Projects makes it easier and more efficiently organize assets to develop the same business solution:
Manage assets more easily by organizing them into one Project for all Project members to easily locate and design together.
More easily reuse those assets within the business solution.
Projects save time, enhance design productivity and consistency, and more easily maintain the final deliverable.
The following asset types are available for a Project:
Processes
Screens
Scripts
Decision Tables
Data Connectors
Easily manage Project members who are designing within that project goal. As a Project member, that Designer can work with any asset within that Project without user permissions for any asset type. For example, a Project member does not need user permissions for Processes, Scripts, and Screens to work with those asset types while a member of that Project.
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Processes
Process Testing
Use Process Testing to evaluate runtime behavior of a Process. Process Testing provides the following benefits:
Automate testing. Eliminate manual, repetitive testing that allows Process Designers to evaluate specific behaviors and workflow. Automate multiple runs against a series of test data. Tasks in each test automatically simulate completion.
Reduce time to delivery. Greatly accelerate the time to design and deliver sophisticated, complex Processes to production.
Increase the quality of solution delivery. More rapidly evaluate, identify, and debug specific behaviors in the business solution.
Test without starting Requests. Instead, Process Testing mocks Requests using mock Request data. Therefore, Process Testing does not trigger log events nor affect Save Search results.
Specify the scope of the Process Test. Testing can run either end-to-end or from a midway breakpoint. The breakpoint may be the Process model object from which to begin your evaluation: automate the test run to that object, and then manually test the remainder of that mock Request.
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Requests
JSON Data Browser
Visualize the JSON Request data an an expandable, interconnected map between JSON objects. Intuitively navigate the Data Browser that visualizes the map to better understand the JSON structure of that Request data:
Easily navigate around the JSON Request data using the Data Browser that displays the Request data as expandable nodes. Understand the relationship between data within the Request data.
Adjust the viewing size of the Data Browser by increase or decreasing the viewing percentage of the JSON data model.
Search nodes to locate specific JSON objects within the interconnected map.
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Participate in Requests and Tasks on Mobile Devices
Participate in your Requests and Tasks on mobile devices:
View your notifications and open your Tasks.
View and start your Requests.
Enter information into digital forms and submit your Tasks.
Approve Requests.
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