Major Features
Import Process Details from a Word Document
As a Stakeholder, you can import a Process' details using a Word document while inside a Process. There is a new button in the Diagram Content menu that opens the Import panel for Stakeholders to upload a .docx, .docm or a .dotx file. The uploaded sections can be dragged and dropped to the map to make creating a Process easier. To find out more click here...
Add a Process Acknowledge button to the Process Actions
It is now possible to request Users to acknowledge that they have read and understood a completed Process, or changes to a Process. This Acknowledgement request can be sent to all associated Roles on a Process or just to the Users that have never received the Acknowledgement task for the Process that is open. To find out more click here...
Add Wait Time to Time and Cost Timeline
The time on an Activity now includes wait time. This is visible on the timeline when Time and Cost is active and the map is changed to the Embedded Role view. The wait time is added to the Time column in the details tab on the Time and Cost page. To find out more click here...
Add a Process Link to the Start and End points of a Process
As a Stakeholder on a Process, you can link Processes at the Start and End points of a Process. This allows for better visibility as to what the previous Process was and what the next Process is. To find out more click here...
Organisational Structure
As an Administrator, you can create an Organisational Structure. You can create a Role Hierarchy by setting Parent and Child Roles based on your Companies reporting policies. The Organisational Chart is created once you assign Role owners to a Group. To find out more click here...
Required Approval Role
As an Administrator, you can set one specific Role per Company that will always be included in the Process Approval Workflow. This Role cannot be removed by Users or Stakeholders and will default to Level 0 in the Approval workflow. Level 0 can be seen as the pre-approval workflow that needs to be approved before the the other approvers are requested to approve. To find out more click here...
Show the Process Paths on a PDF
As a User, reading through a printed PDF version of a Process, you are now able to see additional information. This includes the Process Tags, Triggers and the attached Activities, Process Start, Inputs, Decision Yes and No paths, Gateway labels, Row Labels, Loopbacks, Process End and Outputs. To find out more click here...
Display Process Paths in the Diagram Content
As a User you can clearly see the conditions of a Gateway and the individual paths of the Process in the Diagram Content menu with the addition of icons. The Diagram Content menu will display the yellow Gateway icon along with the Gateway label and Row label, green diamond for Yes and red diamond for No on a Decision, Loopbacks to specific Activities and Triggers, Inputs and Outputs attached to Activities. To find out more click here...
Split the Administrator Settings and the Profile Settings
We have removed the Profile settings from the Administrator settings. The Profile settings page can now be found by clicking on your profile icon in the top right. The Administrator settings can still be found in the left Navigation menu. To find out more about the Profile Settings and the Administrator Settings click on the corresponding links.
Update Authors on Processes and Value Streams
As a Stakeholder on a Process or Value Stream you can update the Author. The Owner and the new Author of the Process will receive a Notification about the change (unless one of them made the change) and a Change Log record will be added. To find out more click here...
Restore a Deleted Process or Value Stream
As an Administrator, you can restore a Process or Value stream that has been deleted. This eliminates the need to contact ProcessPro Support to restore Processes that have been accidentally deleted. Use the Process List report to find all deleted Processes and refine your search with the filter bar. Open the Process and use the Edit Information button to change the status. To find out more click here...
Additional Features
Changed the order in which Triggers, Inputs and Outputs are displayed.
Allow Users to select between a dotted or a solid line for Loopbacks and Decisions linked to existing Activities.
Allow Users to move Loopback lines up/down or left/right.
Allow Authors to delete multiple Activities at the same time.
Enabled the ability to set an endpoint on a Decision or an Activity linked to a Decision.
Enabled the ability to allow Loopbacks to connect to Process Start or End points and Gateway Start or End nodes.
Implemented a collapsible menu for the Reports, Profile settings and Administrator settings pages.
Created a new permission to Approve from Task when requesting approval to Publish. Otherwise, the user has to open the process before Approving the changes.
Added a new Role type called Service Role that can be used to identify organisational systems.
Added a Fix Approval Level button to the View Approval Progress pop up to resend Tasks that were not sent due to changes to Users associated to the Role.
Enhancements
Clear the Select a Filter field when a Process List's filters are cleared
Refined when Activities are returned when generating Diagram Content
Display a warning when publishing a Process that has unassigned Roles within a Role Family
Added a space between the words Process and Link on Diagram Content and Map
Fixed the display of Notes to match the description entered
Added a Change Log record when enabling a deleted/disabled User
Labeled Tags 'Tags' when printing a Process
Removed All Staff and Unassigned System Roles from the Associate Users with Roles pop up
Copy any Process level attachments (Notes, Weblinks and Documents) to a Future State when created
Fixed the status that shows on a PDF when a Process is printed in any status
Ensured that when transferring a Process between Companies, only the User's available Companies show in the drop down menu
Added Author to the Process List report column
Updated the way Users are displayed within a Process and ensure all Users associated to a Role in the current Company or not (whether they are in the current Company or not) will show in the Process map User view
Updated the printed PDF when text is formatted with bold, italics or underline in a Note
Multiple updates to the look of a printed PDF
Resized and changed the Notes icon to the original icon
Private Processes can no longer be exported by Stakeholders
Allow Tasks to wrap when a link is attached to the description
Allow Laserfiche links to open when added as a weblink
When a Company is created through API, the Export to Microsoft Excel permission is enabled by default
Allow Notes to wrap when a link is attached to the description
Documents can be added to a Company when the Company name has been updated with a special character
Capitalise words on multiple partials
Removed Change Log records that were not associated to an object
Removed the description field when editing a Feedback record
Fixed the ordering of the Owner column on the Dashboard
Allow special characters to be put into a Process title
Include a Change Log record when importing a Process from the Global Library
Added Author to the Process List report filters
Moved Loopbacks to ensure they do not intercept Row Labels
Added the ability to link Triggers to an Activity
Updated the warning message when associated Roles are found to have no Users
Removed the colour change on the lines of the map when hovered over
Expand the connector line type field to display fully in the Add Decision pop up
Fixed the error that occured when loading the User table
Made the Change Log available on all relevant pop ups
Disabled the ability to make bulk changes to Private Processes
Amended the Shared Process details article
Removed disabled Users from the drop down menu when assigning Feedback
Added to scroll bar to the Triggers, Inputs and Outputs tab in the Diagram Content menu
Aligned the Organisational Structure nodes to match the current dark mode look
Allow Processes to show when the 'I Participate' in toggle is switched on for Roles attached to Role Families and the User is assigned to the Role
Removed the Create a Value Stream mapping button from the Process actions tab
Fixed the issue with Activity numbers not updating when being dragged and dropped in the Diagram Content menu
Changed the colour of the Gateway modal in dark mode
Update the Change Log entry when converting an Activity to a Process in a Value Stream to state "Created from Activity in Value Stream ####"
Removed the extra comma at the end of the Approval Activities report
Replaced the Roles icon in the Diagram Content menu
Added "I'm a stakeholder" toggle to the summary screens
Fixed the way the Diagram Content menu was displaying in Firefox
Removed random lines that appeared in dark mode
Changed the Diagram Content icons so that they are visible in dark mode
Ensure Process Limits cannot be exceeded
Fixed the alignment of the bulk changes menu
Ensure the left Navigation menu shows which tab is selected by highlighting the tab
Disabled the ability to change the name and type of System Roles
Fixed overall styling issues
When an Offline or Historical Process is reinstated, they should start at Draft again with a new (higher) version number than that of the Offline or Historical version
Technical Enhancements
Allow updates to Users when using the bulk API User upload
Allow Users to select a Company when using the API to import Role Families
Moved all Notification methods to the NotificationUtils class
Fixed Bugs
Row Labels not being added to Activities that are added to Gateways
Unable to return to the User Details tab
Not always able to navigate to the Change Log on Edit Information
Unable to Toggle the map labels on and off in a Quickview
Removed Triggers are still showing on the printed version
Error received when trying to update Process Objectives from Diagram Content Menu
When using a Decision that links to an Existing Activity not all options are being displayed.
Documents with 0kb size are not loading into ProcessPro correctly
Bulk Publishing to Process Library error thrown
Removing Activity or Process Link from Gateway resets Gateway Type
Endpoint is removed when Row Label is updated
Gateway is created when no Activity is selected to be added into Gateway
Historical Record not being created when a Future State is published
Numbers appearing in Responsibility column of Approval Activities Report
Unable to deselect Require All in Process Approval
'I participate in' toggle not reflecting correct information
User removed from Role while awaiting approval does not bring up the 'Fix' button
Allow Gateways to create a new row when moving the Activity that is the only one in the row
Ownership report Type filter is not working
Group Filter in Process List is adding other groups
Already completed detail requests not being removed from Outstanding Tasks lists
Publishing to the Library attaches any Process Link Activities as Tasks to original Process
Restrict set Loopback options on Decision linked Activities within Quickview Processes
Using Print results in an error
Unassigned Activities warning showing in Request Approval Process due to Dynamic Role Families
Ensure Tasks stay in the same order when duplicating an Activity