ProcessMaker 3.1 New Features ProcessMaker v3.1 includes great new features.

ProcessMaker Standard Logging (Intermediate timer event, Intermediate email event) ProcessMaker v3.1 now includes the functionality to log events in the file /shared/sites/{workflow}/logs/processmaker{date}.log with SIEM format. The advantage of this new kind of log is that the files can be read/analyzed in any SIEM tool that support the format SysLog(RFC3164/RFC5424). In this version ProcessMaker includes the log of the following events: Execution of Intermediate timer event (cron execution) Execution of Intermediate email event (cron execution) Mobile operations (create case, derivate case) For more information about the ProcessMaker log feature review the following document: ProcessMaker log Related JIRA Tickets: Key

Summary

HOR-1646

Store the new ProcessMaker log in one general log file

HOR-1084

Open/Created cases information mobile log

HOR-779

Detailed Cron logs implemented (Zendesk 2654)

3 issues

Direct Case Link This new functionality adds the possibility to open a case in ProcessMaker using a link. The link can be shared by email, a document or other medium. The generated link will respect the case status and open the case in the corresponding task. The direct case link will display different views of the case depending of the user permissions. For example: If the user that is trying to open the case is assigned to the current task, then the current dynaform is display to the user. If the user is not assigned to the current task, but the user participated in the case, then the information form is display. If the user doesn't participated in the case then the case is not display and the user is redirected to his inbox. In all cases the user must be logged in in ProcessMaker For more information, review the following document: Direct case link Related JIRA Tickets: Key

Summary

HOR-1061

Direct Case Link Implementation

Report Tables Generation from Dynaform's Grids This functionality was present in ProcessMaker v2.x and was requested to be included in ProcessMaker v3.x. Now we can create report tables related to grid controls in PM v3.x. Report tables can be generated from variables defined in a process and additionally the rows created in a grid also can be inserted in report tables.

For more information, review the following document: Report Tables Related JIRA Tickets: Key

Summary

HOR-80

Report Tables Generation from DynaForm's Grids (Mantis code:18229)

New PMFunctions In this version a list of helpful Pm functions were included. PMFUnCancelCase: Function to un-cancel a case Key

Summary

HOR-1060

New function to uncancel cases

PMFAssociateUploadedFilesWithInputFile: Associates the uploaded files inside a grid with an Input File Key

Summary

HOR-909

Valeo requires a new function in ProcessMaker PMFAssociateUploadedFilesWithInputFile (Zendesk: 2805)

PMFCopyDocumentCase: Used to copy documents between cases Key

Summary

HOR-1323

PMFCopyDocumentCase Create a function to copy and attach a file to a case

PMFGroupList: The function was improved to include a filter Key

Summary

HOR-1290

Function to search groups with a regular expression

PMFSendMessageToGroup: Used to send a notification to a group of users Key

Summary

HOR-1293

Create PMFunction to Send Message to Group PMFSendMessageToGroup

PMFAddUserGroupToTask: Adds a user to the assigned list of users of a task Key

Summary

HOR-1454

New Function to add users to a task

PMFRemoveUserGroupFromTask: Remove user from task Key

Summary

HOR-1455

New Function to remove users from task

PMFRemoveUsersFromGroup: Remove users from group Key

Summary

HOR-1098

New PMFunction to remove users from a group (Zendesk: 2945)

Possibility to extend export/import functionality for plugins This version now includes the posibility to extend the import and export functionality of a process including information related to plugins. For more information please read the following document: How to extend the promotion manager import / export for plugins. Related JIRA Tickets. Key

Summary

HOR-1317

Document how to extend the import/export functionality from a plugin

Offline mobile forms (PmDynaform Offline with intermittent network connectivity) ProcessMaker Mobile has added a feature that will keep your work saved in the device when internet connection is lost. This feature triggers when the user is filling a form and the connection is lost, the details are: All unsaved changes will be store locally in the device If user tries to submit the form, he will be prompted the case will save its data but it is not possible to proceed to the next step. If case is on the last step of the process the application will try to route the case on behalf of the user, these cases will show a "Sending..." label in the inbox. Once connection is re stablished, form will be populated with changes stored in the device or the app will route the case if it has the "Sending..." label. In case the case was modified from somewhere else, the app will check for changes and prompt the user if he wants to keep local changes and discard server modifications. For more information please read the following document: Offline Mobile Forms. Key

Summary

FBI-602

PMDynaform -Offline Data Management

FBI-587

(Android) Offline Data Management

FBI-586

(iOS) Offline Data Management

FBI-543

pmdynaform Offline with intermittent network connectivity

4 issues

Cache External libraries in Mobile/web Performance improvement, libraries are downloaded into the device in order to load forms faster, these libraries can be cleared from the device by going to settings and tapping on clear cache option. For more information, please read the following document: Cache External Libraries Key

Summary

FBI-458

Cache external libraries in Mobile Flow

Process Validator

Flow validator that warns the user about missing or bad flow diagrams that will cause ProcessMaker not to work properly when running cases. Elements will show an small icon at the top when a flow configuration is not valid, it can be a red circle meaning there is an error that will make cases not run, or it can be an alert triangle that stands for problems that might break a case flow. For more information, please read the following document: Process Validator Key

Summary

FBI-966

ProcessMaker Validator must be available for all paid versions but community

FBI-964

ProcessMaker validator, remove code column

FBI-446

Add validation of BPMN diagram (Erros: Invalid values set in the configuration)

FBI-209

Add validation of BPMN diagram

FBI-133

Add marks in BPMN elements to indicate errors or warnings

5 issues

Multiple File Uploader New control with the following features: Upload more than one file in a control Uploading files is asynchronous, it starts as soon as the user picks a file, it saves time at the time of submitting the form Files uploaded can be removed Progress bar to see how long is taking to upload a file In web, it allow to pick multiple files at a time Link control to an input document Grid support Note: This control is not yet available in web entries or external registration plugin, because the feature requires of a case to be already created in ProcessMaker. For more information, please read the following document: Multiple File Uploader Key

Summary

HOR-1576

Support Multiple File variable for file deletion

FBI-983

Add close button to Multiple file upload grid panel

FBI-982

Multiple file upload, Have file names break into many lines

FBI-980

Change Multiple file upload icon

FBI-732

Add a new variable for Multiple File upload

FBI-721

(iOS) Multiple file Upload in Forms implementation

FBI-720

(Android) Multiple file uploads in Forms implementation

FBI-662

[Multiple File] Multiple file upload in grids implementation - web environment

FBI-661

[Multiple File] Multiple File Upload in grids implementation - mobile environment

FBI-605

Multiple file upload for pmDynaform, base architecture implementation.

FBI-428

Multiple Dynaform File Control to support multiple file upload, version control and grid support

FBI-134

Problems handling (multiple) attachments with File Control since 3.0.1.7

12 issues

RTL support in dynaforms

Right to left writing support for languages that uses this format, this feature applies to Dynaforms while running cases and in preview mode, it doesn't apply to the form designer nor mobile forms. RTL works with Arabic, Hebrew and Farsi languages. For more information, please read the following document: Right-to-Left Language Support Key

Summary

FBI-425

Unable to control Dynaform direction (LTR to RTL) based on the locale (Mantis code: 18109)

Data reporting tools (plugin) A new ProcessMaker plugin was created to provide reporting capabilities. This plugin includes the following functionality: Advanced security definition of data that be can be used in reports, that's the report scope definition. The security model includes the definition of the following concepts: Capability to define a report scope. A report scope is a set of tables and records that can be used in the reports, the set of users that can design reports, the set of users that can view/execute the reports. Capability to define who can administer report scopes Capability to define who can create reports using a scope Capability to define who can see the report Capability to define if a user can see the data of cases where he didn't participated The report scopes and reports can include data from report tables, PM tables, or any other table available in the workflow database. The report designer can filter the data in base to case data The report designer can select the columns that are included in the report The report data can be exported to PDF and CSV formats The report is display in table format, the report data is paginated. The report table include filters for each column and grouping capabilities. For more information, please read the following document: ProcessMaker Data Reporting Tools

Actions By Email Force Login In this version the Actions By Email feature has a new functionality that forces the login of users. In previous version it was enough to have the ABE link to derivate a case, this new feature is going to force the user to login in ProcessMaker. This is a security improvement. For more information, please read the following document: Actions by email - add force login property Related ticket: Key

Summary

HOR-1019

Add option to force the ABE user to login in ProcessMaker before executing Action

Google GMail Integration This version also includes the Google Gmail integration, the integration converts the Gmail web page in a ProcessMaker client. The GMail integration uses a Browser Chrome extension that integrate ProcessMaker forms inside Gmail. The GMail integration can be used to create cases, review and submit forms, upload documents, derivate cases, and search case data using google search capabilities. For more information, please read the following document: Gmail Integration

Enterprise Connectors (plugin) The ProcessMaker connectors is a new plugin that are used to simplify the access to external services that publish resources.

The connectors create a framework that manage connections to services that publish resources using protocols like: REST, SOAP and authentication protocols like OAuth. The connectors plugin include this functionality: The plugin provides a wizard that helps the user to register new connectors. The connectors can be classified in categories. The connectors manage all the authorization / authentication complexities for the user. The connectors are integrated in ProcessMaker workflow through a PMFunction. The connectors provide a PMFunction that can be executed from script task or triggers. Additionally this version is going to include by default the following connectors: Google Calendar connectors Google Drive connectors Google Spreadsheets connectors For more information, please read the following document: Connectors

Enterprise plans The following features can be activated or require licensing: Feature ProcessMaker Standard Logging Direct Case Link Report Tables Generation from Dynaform's Grids New PMFunctions Possibility to extend export/import functionality for plugins Offline mobile forms Cache External libraries in Mobile/web Multiple File Uploader RTL support in dynaforms Important Core Feature Process validator GMail Integration Enterprise Connectors Data reporting tools

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