Improvements

Learn about improvements to previously released features that are now available in ProcessMaker Platform Summer 2023.

These release notes document new improvements available in ProcessMaker Platform Summer 2023.

Processes

Improved Process Modeler User Experience

Process Modeler's user interface and experience are improved:

• There is now more space in the Process Modeler canvas to design your Processes.

• Process Modeler has a modern user experience with few distractions.

• View the menus you need and collapse them when you don’t.

• Pin favorite Process objects for easy access.

Learn more from these documentation topics:

• Pin an Element or Connector

• Show Configuration Settings for an Element, Connector, or PM Block (see PM Blocks new feature description in this release)

• Customize the Appearance of an Element, Connector, or PM Block

• Copy Elements, Connectors, and/or PM Blocks into the Clipboard

• Clone Elements and Connectors Without the Clipboard

• Select Multiple Process Model Elements, Connectors, and/or PM Blocks

• Align and Distribute Process Model Elements, Connectors, and/or PM Blocks

• Delete Elements, Connectors and/or PM Blocks

• Undo and Redo Changes in Your Process Model

• Navigate Around Your Process Model

• Discard Changes to Your Process Model

• Close Process Modeler with Your Saved Changes

• Publish Your Process Model

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Improved Error Handling and Fault Tolerance

Better manage how error handling in Script Task elements and Data Connector connectors using the following improvements:

• Set how many seconds to wait when an unexpected error occurs during runtime before displaying the error, thereby causing that Request to be in Error status.

• Set how many consecutive attempts to run the Script Task or Data Connector before displaying a runtime error.

• Optionally, notify the Process Manager of the runtime error via an in-platform or email notification.

• The Process Manager may optionally "rollback" that Request to a previous Form Task, prior to when the error occurred. Then the Process Manager may address the Script Task or Data Connector triggering the error before resuming that Request.

Learn more from these documentation topics:

• Script Task error handling and fault tolerance

• Data Connector error handling and fault tolerance

• Rollback a Request that Has an Error

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Requests

Graphically Track the Status of Your Requests

Request tracking displays Request status, history, and the projected future routing of that Request using a graphical illustration that overlays over that Request's Process model. Understand exactly current workflow of that Request is in the Process and where it can go next.

Request tracking provides the following insight to your Request:

• View current routing for that Request: The Process model displays the workflow routing that Request has taken to its current status.

• View the status of each Task in that Request: A color-coded illustration overlays over the Process model for that Request to indicate the status of each Task in that Request's workflow routing to that datetime.

• Discover bottlenecks in multiple Requests of that Process: View metadata for each affected Task in that Request, such as the time between Tasks, time on each Task, and the number of times a particular workflow route has been taken. By analyzing metadata for multiple Requests of that Process, learn where bottlenecks occur in workflow routing so Process Managers and other Process Designers can optimize that Process for better performance.

• Empower Request participants to champion their Requests: Request starters and subsequent participants in that Request can closely monitor progress of their Requests.

Graphically track the status of your Requests

Learn more from these documentation topics:

• Track Your Requests

• What is a Process Manager?

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Screens

Quickly Add a Validation Rule with the "Make Required" Control Setting

As a Screen designer, requiring a Screen Builder control has been improved:

• The Make Required setting replaces the Required setting where applicable.

• This new setting is a quick way to add the "Required" validation rule.

• This improved setting enhances visibility to when a required control does not contain a value.

Learn more from these documentation topics:​

• ​Make Required setting for a Screen Builder control (available in many controls)

• "Required" Validation rule