What's new?
Release 7.5:
Processes:
- Enhanced Process Creation Wizard! In addition to core process details, the wizard now optionally guides the user through the creation of Responsibilities and Steps, resulting in a functional process before being redirected to the process designer. Advanced logic and other configuration items still require use of the designer.
Forms:
- Improved the Forms loading time and their overall performance.
Process Progress Component:
- Added ability to pass a record ID via "Advanced Settings" to configure component to work with a specific record.
- Added support for all Smart Step settings within Systems Steps.
- Redesigned the Process History Component to make it more informative and easy to use.
- Updates to the Step History Tab:
- Easier navigation
- Grouping of step occurrences
- Advanced filtering capabilities
- Improvements were made to a granular step’s history entry.
- Updates to the Step History Tab:
Dashboards:
- Added ability to change the Task Sub-Status from the Task Manager table view mode.
Release 7.1:
Core Product Changes
- Optimized the system steps processing logic.
- Optimized the Platform Events publishing logic.
User License Management Changes
- Improved/Redesigned the Settings → Licenses tab.
- Added an ability to filter users table.
- Improved the add/revoke licenses views.
- Added an ability to search users by name.
Forms Changes
- Improved/Optimized the dependent picklists rendering logic.
Processes Management Enhancements and Changes
- Completely Redesigned Process Overview Page.
- Added new "Totals" tab on the Process overview page:
- Added different analytics charts with a drill-down capabilities.
- Added automatic recommendations for process improvements.
- Added new "Totals" tab on the Process overview page:
- Redesigned the "Instances" tab on the Process view page.
- Shows current steps and their assignees for each process instance.
- Added an ability to filter and order instance records view.
- Added an ability to export instance records view as a CSV file.
- Added an ability to save/load the current table view.
- Added an ability to configure the table columns list and add fields from the Process data source object.
Dashboards
- Improved/Optimized the Progress Dashboard rendering and filtering logic.
Gantt
- Optimized the planned dates calculations logic.
Release 6.5
Core Product Changes
- Components upgraded to the latest Salesforce API version
Forms Changes
- New Form Versioning mechanism for simplifying form maintenance and implementing changes
Processes Changes
- Added ability to use merge fields in Flow Step Priority setup
Dashboards Changes
- Added context based operators in Task Manager filters
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