New Features
Learn about new features now available in ProcessMaker version 4.2 for ProcessMaker build 4.2.29.
These release notes document new features available in ProcessMaker version 4.2.29. Platform section documents new features also available in the ProcessMaker open-source edition. New Enterprise package descriptions are documented in alphabetical order below the Platform section.
ProcessMaker version 4.2.29 is not compatible with ProcessMaker versions 4.0.x through 4.1.x. ProcessMaker 4.2.29 is designed for new ProcessMaker implementations that are not upgraded from any previous versions.

Platform

Settings Page

The Settings page is available from the Admin top menu. The Settings page contains administrator-related settings from Enterprise packages that require settings. In ProcessMaker version 4.2.29, the following Enterprise packages use settings:

Advanced Users Package

The Advanced Users package brings both new features and improvements to existing features.

User Profile Improvements

User and Group Managers

Configure the manager for each manager and for each group. Form Task elements and Manual Task elements within Process models can be configured to escalate to the manager for that Task assignee. For example, design a Process such that if the Task assignee does not complete a Task within a day of it being assigned, route that Process to the Task assignee's manager.

User Availability to Work on Tasks

  • Schedule status: Use the Schedule status for each user to set the schedule for each user to be available to work on Tasks. In doing so, set which days of the week and hours of those days in 24-hour format each user is available.
  • Out of Office status: Use the Out of Office status for when a user is not available for work, such as when that user takes leave.

Delegate Work to Another User

Configure for each user to whom to delegate work when that user is not available in the following circumstances:
  • That user has the Out of Office status: Newly assigned Tasks automatically reassign to the delegated user.
  • That user has the Scheduled status: Newly assigned Tasks automatically reassign to the delegated user when those Tasks are assigned when the initial Task assignee is not scheduled to work.

Escalate Tasks to the Manager

  • Configure Form Task elements and Manual Task elements to escalate a Task to the Task assignee's manager.
  • Configure Form Task elements and Manual Task elements to allow a Task assignee to escalate the current Task to her or his manager.

Process Manager

Select a Process Manager

Select a Process Manager for each Process. ProcessMaker version 4.2.29 introduces a role called "Process Manager." The user assigned this role from a Process's configuration can adjust routing for Requests in that Process. The Process Manager understands the Process design and workflow dynamics to troubleshoot Request routing incidents. This user is assigned Tasks in that Process's Requests in which workflow would otherwise pause indefinitely when that Request's workflow cannot continue to a valid Task assignee for any of the following reasons:
  • The Request routes to a Task assignee whose user account is inactive.
  • The Request routes to the Task assignee's manager, but that user's account is not configured with a manager.
  • The Task assignee does not have a user account manager, and is a member of two or more groups which have different managers.
  • The Request routes to a Task assignee in which that user's account is set with the following statuses:
    • The user's account is set to Out of Office status, but not configured with a delegated user to assign new Tasks while with this status.
    • The user's account is set to Scheduled status, is not scheduled to work when the Task is assigned, and is not configured with a delegated user to assign new Tasks.
The Process Manager is assigned the Task in that Request, and may then indicate how to route that Request. The Process Manager may optionally cancel that Request if that user is among those selected to do so.

Assign Tasks to the Process Manager

Assign a Task to the Process Manager when configuring Form Task elements and Manual Task elements.

User Signals

Enable User Signals from the new Settings page accessible from the Admin top menu. User Signals broadcast Signals for specific user events. When a user account is created, deleted, read, and/or updated, optionally broadcast a Signal of that event. Signal-type BPMN 2.0 elements listening for Signal events in your Process models can then trigger. For example, each time a user account is created, enable the Create User Signal to trigger a Signal Start Event element in a Process model that starts a Request to onboard a new employee in your organization.

User Extended Properties

Add user extended properties from the new Settings page accessible from the Admin top menu. User extended properties become settings in all user accounts. For example, to add user extended properties labeled "Employee ID" and "Hire Date" to enter each employee's ID number and hire date.

Auth Unified Package

Auth Unified package provides authentication protocol support for the following:
  • LDAP
  • SCIM
  • SSO
    • Atlassian
    • Auth0
    • Facebook
    • GitHub
    • Google
    • Keycloak
    • Microsoft
    • SAML

DocuSign Package

Use the DocuSign connector in Process models to automate functions, such as document signing, with the DocuSign service.