Major Features
Enhance speed and search features throughout ProcessPro
We have been working tirelessly to improve the speed and scalability of the system to make it faster and easier to use for all users. We have improved the filters on all screens to allow all columns to be searched within the tables. A filter bar has been added to the dashboard, task and notification pages. These changes will mostly go unnoticed, however we hope this makes the system easier for all to use.
Print all linked processes with their associated value stream
You may now select whether to print all underlying processes that are a part of the value stream. To find out how, click here...
Add an autofit button
A full view of a process or value stream map can be accessed by clicking on the 'Zoom to Fit' button beside the zoom bar at the top of the map. When selected, the map will zoom in or out and centre the map to the available map space. When a user opens another map, the map will be zoomed to fit and centred. To find out more about this new feature, click here...
Add an author to attachments
As a user with the add attachment permission, when creating an attachment in the summary screen or within a process, you will be assigned as the author. This allows you update the attachment when needed without needing to be the owner of the attachment. To find out more about attachments, click here...
Additional Features
Allow users to 'Select All' when using bulk options within a process map
Stakeholders or administrators can use the checkbox in the diagram content menu and select the 'Select All' button to check all available. This allows the editor to apply bulk changes to all available nodes without having to select each individually. To find out more and how to use it, click here...
Allow role cost per hour to be edited within the time and cost analysis screen
Administrators or stakeholders (with the create roles and view cost analysis permission) can open the time and cost analysis screen to update cost per hour for roles used within the map. This allows changes to be made when looking at costs, rather than changing screens and losing your position. To find out more about the time and cost analysis, click here...
Allow stakeholder to update attachments within a process
Stakeholders of processes/value streams have the ability to edit an attachment if they are also a stakeholder on the attachment or an administrator. When editing an uploaded attachment in a process or value stream, you can choose whether to create a whole new uploaded attachment or replace the current upload within the attachment. To find out more, click here...
Display all companies' tasks and notifications for a user
Users can now see all their tasks and notifications from all their available companies. Filter bars have been added to the task and notification summary screens to help filter for specific items. Click on the following links find out how to action individual tasks and notifications.
Allow row labels to update when moving an activity to a new row in a gateway
As a stakeholder, you can update a row label while moving an activity to a new row. If you do not change the row label, the current label will follow the activity to the new row. To find out more about setting gateways and row labels, click here...
Include a reason for deleting processes
As a stakeholder or an administrator, you can delete a single or multiple processes, policies or value streams. Instead of confirming that you want to delete the item, we have now made it compulsory to add a reason for deletion before proceeding. To find out more, click here...
Enhancements
Allow review dates to be set when creating attachments
Add Stripe dashboard access from ProcessPro
Revamp image and video previews to show correctly in a pop up on the current tab
In the process list and ownership report filters, role families and service roles can now be selected from the stakeholder dropdown
Allow users to exit out of creating a new group by clicking esc on their keyboard
When stakeholders on a process, value stream or policy are changed by a user, check if that user is still allowed to access/edit the item
Allow spell checking on TinyMCE editor for notes and objectives
Move the tooltips on the update attachment's display tab so they do not cover the toggle buttons
Allow access to processes, policies or value streams from within the approval request report by selecting the approval request title and clicking on 'Go to item'
Add authors to the printed PDF
Update icons to ensure consistency with left navigation menu, directory and search
Create role families when importing processes with role families from the global library
Ensure users have consistent permissions when their user is updated
Add increase and decrease buttons on number fields to chrome for Mac
Unlink triggers, inputs and outputs when converting an activity to a process
Allow add decision modal to select process start/end and gateway start/end points when linking to an existing activity
Enable the ability to delete a future state when in an offline process
Change the look of loopback descriptions on the process and printed pdf
Enable hyperlink on TinyMCE for notes and objectives
Allow private processes, value streams and policies to display in association dropdown
Allow 'Go to Value Stream' button to generate originating value stream
Add a change company button to the 'Not Found' screen when a process, policy or value stream is accessed but originates from a different company
Remove the magnifying glass from nodes on printed PDFs
Attachment group now uses the process group it is created in
Add warnings on the display preview toggles when uploading files that do not have previews
Update the version number when convert to process and set progress operations are performed
Allow complex maps to centre align
Enable the options' reset button in import process to clear the added separator character fields
Technical Enhancements
Upgrade GoJS
Create a logger when users click on application buttons
Upgrade SweetAlert2 library
Update ChatGPT model
Improve speed/reliability of SQLProcessRolesRepo GetKids() method
Restrict date selector to max year of 9999 and min year of 1970
Add xRef fields to ProcessRoles and User tables
Restrict all datatables to search on defined columns
Fix warning regarding value streams on a transfer
Update software licence on website
Fixed Bugs
Refresh summary screen list when filter is cleared or removed
Unable to search for instances and request an email on 'Find Your Instance'
Alt-T not working to add a new task during completion of an external request for details
Process start and end points not showing linked processes
When using the import panel and creating tasks on an activity, tasks are being updated to the process title name after being edited instead of keeping the edited information
Incorrect warning message showing when toggling on the display in pop up for a mailto
Incorrect warning showing when a document is uploaded without a title
Business continuity removal is not recognised as a change so update button remains inactive
Unable to create roles within a process
Magnifying glass expands below the screen when a note is closed
Future state showing unassigned roles warning incorrectly when publishing
Link type and tags added to change log incorrectly when updating a links URL
Separators for mailto are not working as expected
Duplicating a decision with an existing activity does not keep the loopback to the existing activity
When converting an activity with a long task list, a '`' shows in the list ordering
Process map replaced by value stream when edit value stream and the convert to activity (external) is used
Re-generate report when removing group from filters
Bulk change menu, on summary screens, is hidden behind left navigation menu on smaller screens
Diagram content menu tabs disappear in smaller screens and cannot scroll
Two process endpoints showing in set loopback options
When using bulk select all and then unselecting 1 box, all activities in the process will perform the bulk action
Loopback descriptions not being cleared when activities are deleted
Objectives not being considered when generating activities or tasks with AI
Deleted folders reappearing in directory and moved items returning to original places
Deleted items showing in ownership report when this status is not selected
Allow external users to open the capture details screen when a future state activity has been used to request details
Unable to re-assign request for details in future state
Exporting to planner with blank activities, process links or decisions causes an error in the export
Task order not being kept when a future state is created
Task order not being kept when a task is converted to an activity
Incorrect activity role count showing in ownership when unassigned is used as the activity role
Loopbacks to start and end points in duplicated processes are not reflected in the diagram content menu
Process published/reinstated to global library still show loopback to process links on process start and end points
Requesting approval to publish in future state enables bulk checkboxes
Attachment change log is information hidden when attachments are found via the search options
Activities are not ordered correctly in time and cost analysis page
Error received when trying to open a request for detail task
Stakeholders unable to restore deleted processes and value streams
Reassigning external request for details not working as expected
When exporting to Microsoft Planner not all tasks are exported
Acknowledgement tasks not showing a status in the report
Updated process title is not reflected in Microsoft Planner export modal to name change
Roles assigned to activities are not receiving acknowledgement tasks
Process time results are not being calculated correctly in time and cost
Export actions do not render correctly when process titles contain double quotes
Performing actions on a process activity does not refresh the version chip
Error when updating the process owner
Externally transferred process fails but is still created in the company
Adding a task to an activity when the map is hidden does not resize the screen correctly
'I participate in' toggle does not show the process a role is assigned to, when a new user is assigned to a role family
Decisions can be added into gateways using the diagram content menu or when the map is off
Set default company (bulk change) fails when a user is in a deleted company
Left navigation menu does not update when a process is converted to a value stream or vice versa
Separators in the import panel are being concatenated to sections