Major Features
Import a Process from Excel
As a user you can import a process from Microsoft Excel. You will need to have the create processes permission, or be an administrator in ProcessPro. The import function can be found on the processes screen, above the list of processes. To find out how to import a process, you can read our help article here...
Application Aware Help Documentation
Over the last couple of months we have been hard at work creating help documentation to enable this new feature to run smoothly. We have added help buttons to all the partial views where the Help button itself is not accessible. This allows you to get application aware help on the specific screen you are needing help with and saves having to search for the correct documentation.
Export a Process to Kantata
As a user you have the ability to Export a Process to Kantata. The company permission Export to Kantata needs to be enabled. To find out more about how to set up your API key and export to Kantata, click here...
Statistical Analysis of Process and Activity Allocations by Role
Administrators can view a new report on roles and their allocations, both at the process/value stream level as owners, and their use in activities. The role allocation report shows whether roles have been under, over or adequately allocated. Under settings the status numbers, colours and descriptions can be changed, or added to, allowing levels to be customised to your organisation. To find out more about the role allocation ctatus click here...
Additional Features:
An activity tags summary screen has been added to the process details screen and can be found in the menu on the right-hand side
Export to Excel has been made available on all companies (new and old) as a default permission
The version number of a process or value stream has been added to feedback records
ProcessPro can now be imbedded into an iFrame and NetSuite
Add a handle next to tasks to show that they can be dragged to a new position
Refined the duplication of a decision
Stakeholders will now receive a notification when a process link is removed from their process because the process link process was deleted
Enhancements
Using the + on the map and Alt-D added a decision into the gateway, this has now been disabled
Fill the boxes on the nodes in a value stream when progress is set
Allow for more characters on a gateway row description
Remove the GUID from document details
Refine the API call to allow the company name as text
Allow API to set the expiry of new or updated users
Grey out 'Create Future State' when there is one already created
Disable the ability to delete the only flowing activity in a gateway
Additional information and examples have been added to the gateway types article
Prevent node connectors in a gateway from going into other activities
Update 'last updated date' when the version number is updated
Keep enable dates switched off when report filters are reset
Prevent users from dragging and dropping documents into a process link
Update the email verification when requesting details
Add a pop up to confirm publish action when activity roles do not have users assigned to them
Remove processes from shared processes when the processes are changed to private
Render the content diagram partials on button click and add a processing indicator
Resize the roles screen when assigning roles to a role family
Add a scroll to the add approvers request publish table
Technical Enhancements
Confirm all tasks have a corresponding email address
Remove the tick outline when selecting a gateway option
Logfile - Warning for a query order by value that is missing
Configure ADFS server
Investigate maximum number of activities that can return in the diagram content without delay or error
Consolidate all migration files and sync DBs
Fixed Bugs
Mobile view changed and not all buttons were visible
Shared processes did not populate
End point in a gateway added 2 Activities at once
Note length pushed all information to display in one column
Adding an activity to process link added it to the the current process and not the process link
Activities within a gateway were unable to be duplicated
Editing a company removed the SSO settings
Dragging and dropping a document into an activity had the document saved with the task name and was added to the company group
Removed row labels were not removed when a user deleted them from the gateway options
Request approval add approvers pop up would not generate the process's stakeholders
Tasks were not updating when update task was clicked on
Specific processes were receiving System errors when opened
Creating a new role while creating, or updating activities, added a random role and not the newly created one
Roles assigned to users were not being reflected in the stakeholder tab
Importing users failed when adding into ProcessPro
Map did not display when the process was opened
End point was not displaying on a process link when added
Process link activities displayed on a decision when the decision had a note
The request external Information update pop up did not populate the original email request that was entered
Users waiting for a process to publish did not receive notifications when the process was published
Business continuity filters were not cleared when the report filters were reset
Items could be dragged into the the company group in the directory, expanding groups removed the ability to scroll and dragged items were not always saved to the correct group
Updating the title of a decision reassigned the attached item to the same role as the decision even though it was assigned to a different role
Request approval levels reset when require all was selected
Object reference error was received when updating a reminder task
Process count did not display the correct number in the role summary
Change the word 'Activity' in the objectives area
Opening a map in safari created design errors
Fix edit and delete buttons disappearing when linking a document
Error received when generating a process that includes a process link with 20+ activities
Fix time and resources used to generate a process or value stream