What's new?

Release 7.5:

Processes:

  1. 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:

  1. Improved the Forms loading time and their overall performance.

Process Progress Component:

  1. Added ability to pass a record ID via "Advanced Settings" to configure component to work with a specific record.
  2. Added support for all Smart Step settings within Systems Steps.
  3. 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.

Dashboards:

  1. Added ability to change the Task Sub-Status from the Task Manager table view mode.

Release 7.1:

Core Product Changes

  1. Optimized the system steps processing logic.
  2. Optimized the Platform Events publishing logic.

User License Management Changes

  1. 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

  1. Improved/Optimized the dependent picklists rendering logic.

Processes Management Enhancements and Changes

  1. Completely Redesigned Process Overview Page.
    • Added new "Totals" tab on the Process overview page:
      1. Added different analytics charts with a drill-down capabilities.
      2. Added automatic recommendations for process improvements.
  2. 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

  1. Improved/Optimized the Progress Dashboard rendering and filtering logic.

Gantt

  1. Optimized the planned dates calculations logic.


Release 6.5

Core Product Changes

  1. Components upgraded to the latest Salesforce API version

Forms Changes

  1. New Form Versioning mechanism for simplifying form maintenance and implementing changes

Processes Changes

  1. Added ability to use merge fields in Flow Step Priority setup

Dashboards Changes

  1. Added context based operators in Task Manager filters

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