Major Features
Export a Process to Microsoft Planner
As a user you can export a process from ProcessPro to Microsoft Planner. This allows you to manage the execution of the process from Planner. Simply set up the link with Microsoft Planner using the steps defined here and use the export to Microsoft Planner button within a process. You can find out more about this feature here...
Receive Tasks and Notifications from ProcessPro within Microsoft Teams
ProcessPro tasks and notifications can now be received within Microsoft Teams. An administrator would need to first establish the connection between Teams and ProcessPro which is described here. To find out more about how this feature works you can read more here...
Create Process Quality Scores
As a stakeholder or administrator, you can evaluate your process based on the guidelines we have defined in our ProcessPro Scoring Rules article. These rules are only a guideline on how we at ProcessPro believe you should create the perfect process. The scores can be enabled or disabled on a company level, and if enabled also appear in the Process List report. Find out more on how to use this feature here...
Add Magnifying Glass on Activities to Display Activity Details
As a user, you can click on the magnifying glass that we have added to the nodes on the map to allow you to see all the attachments in one easy to see location. This allows you to pin point one node and complete all necessary information for that node before moving onto the next. To find out more about the magnifying glass, you can read more here...
Bulk Actions within a Process
We have added two new bulk actions for stakeholders to perform while they are creating or editing a process. The first bulk action allows you to reassign the roles assigned to activities. This removes the need to edit each individual node to change or add a role.
The second feature allows you to duplicate multiple activities and extract them to create a new process.
Additional Features
Allow users to find their instance
Create format menu for tasks and notes at the top of the input box
Add tasks to activities from import panel without changing type
Pin process objectives on a company level
Create a View Reports permission
Enhancements
Hide path when user changes to Organisation Chart
Varying information being shown on set gateway options when decisions are involved
Ensure document upload error handling is consistent
Disable the request acknowledgement button on a future state
Acknowledgement tasks are listed as undefined in reminder emails
Remove the checkbox button from the notes formatter
Reset button on import options pop up requires a colour change in dark mode
Import users panel is not showing information in a small screen
Deleting/resetting a future state should ask for a confirmation
Retain loopback modifications when doing an external transfer
Allow parent roles to be removed from the update role and associate parent role pop ups
Allow approval activities to convert to a process
When all processes associated to a role are private, the role can be deleted, this should not be allowed as there are still processes attached to the role
When multiple users are associated to a process approval, when one user approves, only that user should have a completion tick beside their name
Users who post feedback and receive comments to this feedback are receiving duplicate notifications
Removing all settings from a company doesn't create expected change log entries
Users need to request access to offline processes twice as the process gets reinstated as a draft, the user does not get notified that the process is available for them to access until the process is published
Tooltips should always start with an uppercase letter
Change toggles for document summary screen
Export to Smartsheet with expired token fails with generic message
Implement user validation on add feedback link detection
Bin icon has been disabled for certain stakeholders
Separate the add buttons so that there is space between them in mobile view
Change color of links within notes where the object is deleted
When printing a process, activity/task, titles can overrun the page
Change the add role parent association button to update role parent association
Esc key does not close process approval modal
Inconsistent starting point for cursor on all pop ups, the cursor should appear in the first available text field
Allow the business continuity option to be removed from a process
Format of API history table needs to be fixed
In the group structure, warn users when attempting to create group with non-unique name
Ensure all scrollbars are visible in normal and dark mode
Out of memory exception for a large document import, should be able to choose a page range when this error occurs
Using 'Confirm process review' bypasses process approval if switched on
Add an acknowledge status progress button to the diagram content actions panel
Editor options remain on screen when you move away and close the pop up
Importing through generate with AI separates bullet points and information
Allow administrators to change users default company
Handle administrators changing their own username and sign them out when this happens so that the change can take full affect
Add two switches (display deleted/disabled users and only associated users) on the user summary in the administrator settings
Allow users to select start and end nodes when adding triggers, inputs and outputs
Error received when increasing process limit on a company
Unable to increase process or user limits on companies
Add enhancement to fix approval progress button to fix issues when users are removed from roles during all stages of the approval
Save uploaded documents only when they have been saved by the user
Allow stakeholders to remove processes attached to start and end nodes
Ensure all three limits are validated before creating/updating a company
Deleted switch is not working as expected in the User summary screen in the administrator settings
Editor area is very small due to text editor changes
Allow all users to share processes, used to be limited to stakeholders only
Opening and closing a long note from the magnifying glass does not close properly
Update linked processes description on start and end nodes when the process attached is updated
Private processes incorrectly named in acknowledgement report
Add buttons to the hidden map process view
Show the bin icons for all approvers on add approval pop up but restrict access (disable)
Change the arrow direction when sorting on status on the summary screens, the arrow currently faces the wrong way when sorting alphabetically
Ensure dark mode does not revert to light mode when a user is logged in
Remove unassigned and all staff from owner option when importing a process
Change the confirmation pop up when emailing instances using the find my instance feature
Allow roles to be removed from sections when dragged and dropped
Roles created through ChatGPT are incorrectly recorded in the change log
Tasks not using letters of the alphabet when more than 26 tasks are added to an activity
Duplicated and transferred processes need their review date changed to dd/mm/yyyy
Change the size of the trigger, input and output description fields to ensure there is space for adding a description
The tooltip for triggers, inputs and outputs should show the title of the respective items
Update message received if a disabled user attempts to log in
Multiple records created in history when a process is declined then published
Allow users to click in filter text to edit any spelling mistakes
Allow administrators to set email notification frequency on a company level
Remove from gateway button changes colour when hovered over in dark mode
Deleted items can be searched for by all users in the global search
Business continuity is dropped if a process is duplicated or transferred
Technical Enhancements
Improve validation for ImportFromFile when file is not structured the same as the template
Ensure all endpoints have a RouteAttribute when defined on the controller
Improve ImportFromFile error logging messages/stack tree
Change ProcessRoles.GetRole error handling to INFO level
Creating a future state, then closing the SweetAlert should not reload the page
Updating process 'Edit Information' should not reload the page by default
Do not refresh the process map when moving tasks within an activity
Add a generic encryption key model
Remove role families from user details when calling API
Associating or removing users from roles via API does not create change log entries
Investigate teams app development process
Create teams app with basic notification functionality
Integrate authentication methods using task modules
Design and implement adaptive cards for notifications
Set up required Azure components to host the integration
Remove all validations linked to the basic subscription
Migrate all other <textarea> elements to use tinyMCE
Remove cookie based activity checkboxes in user settings
Update email address on HangFire task table when changed on user details
Fixed Bugs
Fix back navigation in the organisation structure
Processes associated not showing correct number
Rendering issues with notes
Restrict drag and drop in role hierarchy
In the directory, you should not be able to drag and drop objects onto another object
Duplicating activities to another process doesn't drop loopback links
Files unable to be uploaded in add document modal
Dragging activities to rearrange in a gateway drops row labels
Unable to download import process excel template on Mac with Safari
Roles with parents that are created in processes are excluded from the role hierarchy
Deleting activities in a future state removed the gateway
Profile picture not updating correctly
Diagram content menu not displaying correctly when map is updated
Process list report not showing all expected processes according to filters
When changing company details, the company limit is set to zero
Incorrect access and tooltip for process button within value stream
Notifications are not being received
Parent role change log entry created more than once
Correct error handling of notes starting with linked process/document
Linked documents are not opening correctly
Numbering does not restart when multiple activities are converted into processes after an Excel import
Notes not expanding correctly when map is hidden
Fix endpoint on decision linked activities
Numbering incorrect when an activity is added via a process link
Investigate why the roles are updating themselves
Using the add activity/decision/process link shortcut while adding a task causes the tasks to add to the process level
&' showing as & on printed PDFs
Gateway information in diagram content menu not consistently applied
Importing a process from global library does not assign SIPOC records to new activities
Row labels not retaining their details
Overdue items showing in reports when not selected
Activity added to gateway not picking up row label
Unlimited AI calls are not treated as such