38 posts tagged with "Release"

Form Escalation Levels: This feature allows you to automatically continue the process if a form has not been completed by a certain time. For example, this allows you to send an email reminder, authorize another person, etc. For this reason, the form values are also automatically applied should you redirect to the same form again after the escalation level (whether the same node or whether you drag the form into the process a second time). You can control these escalation levels through the form node context.

Wait Action: This new action suspends the process for a given period of time. This is very useful, for example, to implement resubmissions or similar.

New Action - Read PDF Form: We have implemented a new action which can read fillable PDF forms. This allows you, for example, to upload a PDF form in a form and then process it automatically with linqi. It would also be conceivable to read out a PDF form from SharePoint or from an attachment in an incoming Exchange e-mail. The completed fields are then available as placeholders for further use in the process.
For this action, you only need to define a placeholder that specifies the PDF form that will be read (e.g. from a file upload control). In addition, you need to upload a sample PDF once from which the fields are then automatically read out, which are then available as placeholders.

Improvement of load balancing behavior: Performance in a load balanced environment has been improved.

Azure Active Directory Connection: The ability to log in person via Microsoft Azure Active Directory has been implemented.

Connection Management: It is now possible to create connections to third party systems. Currently a connection to a SharePoint site is available here. The credentials you enter there are stored in encrypted form and are never returned to the frontend unencrypted. This means that passwords entered there cannot be read out again. Furthermore, it is possible to control access down to person level to ensure that only the right people can use access data.

SharePoint Connector: You can now create, update or delete SharePoint list entries. Three new process actions are available for this. The list data is retrieved from the SharePoint, so that the users can easily click together the configuration.

Improved process analysis: In the process analysis it is now possible to display the resolved placeholder values. For this you can simply click on the corresponding action in the process analysis and you will get the resolved values displayed in a side panel. Here you can see for example why a process has taken a certain branch in a process or how the SharePoint values have been composed. Of course, only persons with access to a process can also perform this analysis.

Process Variables: You can create process variables. These are values that you can reference again and again in processes, but also change. This is useful for configuring SharePoint Urls, for example, but you could also store and manage other values here.

Action Grouping: Actions are now displayed grouped by topic. This will become especially useful in the future when more and more actions will be available.

Action Search: It is now possible to search actions in the actions panel. For example, you can use this to quickly find SharePoint actions, etc.

Form Search: It is now possible to search forms in the form panel of a process. Over here you can

Performance Optimizations: The initial loading time as well as the loading of table values has been optimized.

Disable Excel Export: It is now possible to disable Excel export for tables on dashboards. You can set this in the tables settings in the lowest section.

Sort form by drag-and-drop: The form designer now allows you to sort controls and sections by drag-and-drop. For this purpose, corresponding icons are available to which the elements can be dragged. So it is now also possible to move controls between columns and sections. If you insert a new element, you can now also drop it at any position instead of always at the last position.

Drag-and-drop sorting of dashboards: The dashboard designer now allows you to sort elements and sections by drag-and-drop. This works in the same way as the form designer

Process Error Handling: When a process runs into a technical problem (e.g. because an email could not be sent) a special value is now set in the process to mark that this process has run into an error. This technical error status is available as a placeholder (Processes Values -> Has Error). With the help of this placeholder you can for example build tables which shows all processes in an error state to correct this afterwards.

Save resolved action placeholders: The resolved action placeholders (e.g. the recipient of an email address, subject and content, etc.) are now saved. These values are stored in encrypted form to ensure that any personal data is adequately protected. With the help of these stored values we will allow in the future to display in the process analysis view (see below) resolved values to better understand the progress of a process.

Process Analysis: We have implemented a new process analysis mode. This is available to the process designers of a business unit (i.e. each person is only allowed to analyze processes that this person is also allowed to design). For this you can select the new item Analyze process in a running process (if you have the rights) within the 3-items menu (where you can also find PDF-Export etc.). You will then be redirected to the Process Designer. Here the process is displayed as it was when it was started. Green check marks show the nodes that have been successfully passed, an orange spinning top shows the step the process is currently in, a red X indicates that the process has run into an error here, and a gray X indicates an error that has, however, been dealt with by restarting the process. Clicking on the red or gray X shows error details.

Resume Processes: Within this view, a blue play icon is displayed next to the nodes in case of an error. Clicking on this button opens a sidepanel where you can resume the process at the selected node. Here you can also overwrite the current clerk and status. These actions are all entered in the process log.

HeatMap: HeatMap evaluations to analyze which parts of a process are used a lot and which are used little.

Responsibility: It is now possible to define one or more functional responsible persons for a process.
A resubmission email is sent to the functional responsible if a process has not been published for a year, with a request to check if it is up to date.

File upload default values: It is now possible to define default values for file uploads (for example to copy files from step to step).

Process Log: If an email is sent in a process, this will now show up in the process log

Reset Dropdowns: It is now possible in dropdown fields to select an empty option to reset the value.

Trash: Recycle bin functionality for business units, dashboards, master data, processes and forms.

File uploads: Placeholder for file uploads. This makes it possible, for example, to display the files uploaded in the first step in later form steps.

Dashboard Tables: It is now possible to re-sort the columns of dashboard tables via drag-and-drop

Conditions: It is now possible to give conditions display names. This improves the clarity of the process designer.

Performance Optimization: Various performance optimizations

Import form values: The ability to import form values from another process via the context menu of a running process has been implemented. This allows, for example, a user to use an old process as a template for a new one, or a person from the processing department to fill out a form very quickly.

Dynamic Option Lists: The ability to dynamically load option lists for dropdown and radio button controls via lookup lists.

Unsaved Change Warnings: Warnings when exiting the process designer, etc. for unsaved changes have been implemented

Generating process numbers: Process numbers are now no longer assigned automatically at startup, but by an action which must be included in the process. Through this design stages can be implemented

Transient processes: If a process starts with a form, it is not immediately created in the database, but only when the person using it saves or moves to the next step

Process Search: We have implemented a search field in dashboards that searches all tables

PDF Export: Enhancement of PDF export to exclude fields from export as well as the possibility to export only certain forms.

Deletion Periods: Support for deletion periods on business unit and process level. An action can also be used to dynamically adjust this deletion period.

Remove permissions: A new action Revoke permissions. This action can be used to revoke access to a process from a person.

Dashboard Excelexport: The ability to export tables on the dashboard to Excel.

Customized Dashboard Appearance: The appearance of the dashboards has been improved

Help: Additional help buttons in actions have been implemented

Postgres Support: Support for a Postgres database system has been implemented. This allows the application to be based on either SQL Server or Postgres.