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Release Notes v6.5.0

Below are some of the exciting changes that will be released on 5 November 2023.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

Major Features

Documents changed to Attachments

In the last release we changed all occurences of the word 'Document' and replaced it with 'Attachments.' All other features remained the same such as adding attachments in the summary page or within a process. We have simply merged weblinks, documents and linked documents into one simple type known as attachments.

Policies

Over the last few months we have been working hard to get the policies out of beta version and available for all. The 'Add Policy' permission will need to be set for users that are not administrators in order for them to create new policies. To find out more about policies, click here...


Additional Features

Allow administrators to send 'Welcome to ProcessPro' email

Administrators are now able to send the 'Welcome to ProcessPro' email through the bulk change options. This allows administrators to bulk import users, set them up and then invite them to start using ProcessPro once their profiles are properly configured. To find out more, click here...


Enhancements

  • Reorder the available companies to show alphabetically

  • Make 'New Group' a display so that when users are creating new groups in the group structure, they don't have to remove it to name a group

  • Disable the ability for users that aren't attachment owners or stakeholders from changing the review date

  • Ensure warnings are the same when adding a link on the summary screen and adding a link to a process

  • Add email verification to fields on mailto tab

  • Check that a link can open in a pop up when a user turns the 'Display in popup?' toggle on. If the link cannot be opened, a warning will show to notify the user and ask if they want to keep the toggle on or turn it off

  • When using the '#' to add items to a note the filter bar does not disappear unless a user clicks out of the description box

  • Stop roles expanding when role hierarchy is updated

  • Fix the decision title spacing to not sit on the red or green diamonds

  • When a report is opened, the previous filters should be saved to generate the report

  • When all folders are expanded in the directory, the page loads with the expand all button instead of the collapse all

  • Allow for attachment link types to be found in reports

  • Remove the uploaded document extension from the title

  • Allow on screen filtered results to be reflected in exported reports

  • Importing a process from the library and external transfers fail to copy attachments

  • Update search result cards on teams to include the name of the instance

  • Allow users to see that a process has a future state associated in the process summary screen and in the process list report

  • Update the change log to show changes to all items that are updated

  • Associate a role with top level company

  • Align disabled update attachment button for summary and process screens

  • Turn on the display of a loopback description in the 'Set Loopback Options' pop up

  • Allow administrators to add processes, value streams or policies from the directory


Technical Enhancements

  • Investigate issue with weblink conversion

  • Fix ConvertAllWeblinks to capture missed records

  • Schedule Hangfire recurring jobs on deploy rather than after login

  • Ensure CanEdit = false for deleted process objects

  • Migration Script Logger


Fixed Bugs

  • Organisation chart does not show as 'selected' in the left navigation menu

  • Cursor does not focus in correct area for 'Add Task' and 'Add Note' modals

  • When an attachment is created in the summary screen some of the fields are not displaying the inputted information on the process screen and the attachment summary screen

  • Unable to double click on a decision to edit it

  • Deleting a group hides associated roles

  • Full process information did not transfer from one internal company to another

  • Attachment details screen doesn't resize for smaller screens

  • Update text from high level to value streams when a value stream is approved for publish

  • Changing a value stream to private removes all edit information and change log details

  • Shortcut keys are not working

  • Error importing processes from global library

  • When a process link is replaced with a new activity on a decision and the original process link is deleted completely, the activity is deleted from the decision too

  • When a policy is opened with the option to hide the side bar, the side bar does not hide

  • No warning appears when username has spaces in it

  • Cannot save a note in some screen resolutions

  • Creating consecutive decisions does not display correctly

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