Major Features

Select specific users in a role with primary stakeholder selection

The introduction of primary stakeholders for owners and experts allows stakeholders to fine tune who participates in a process, value stream or managed document. Using the selection popup, specific users can be chosen to represent a given role in an item. When there are relevant tasks and notifications, they will only be received by users who need them. If your company has process approval enabled, the approval procedure will be limited to the primary owner and experts.

Create alternative paths with branching

Thank you to everyone who tried the beta version of the branching functionality and provided feedback. We have taken this on board and will continue to enhance and polish it. The branching option adds an additional layer of flexibility to process creation by offering more detailed alternative paths. Branches can be formed from activities, process links or decisions. To allow this add the Allow Branching permission to your company.

Improvements

Converting branch activities into tasks can lead to the branch disappearing from the map
Allow users to duplicate branch nodes
If the process link attached to a decision is changed the decision doesn't recognise this change
Ensure branches are not removed if a process link is deleted from outside of the process
Note # link selector does not close when # is removed or dropdown is clicked off of
Allow the gateway type to show both on the diagram content menu and the printed pdf
Allow users to open linked forms from iFrame from quickview screens
Add the group column to the attachment summary screen
Restrict characters for managed document types to neatly accommodate longer type names
Change the due date when exporting to Microsoft Planner
Check the "Display Checklist" option when exporting tasks to Microsoft Planner
Add mailto attachments and notes on Microsoft Planner cards when exporting a process
Export dates on CSV and Excel reports as dates to allow for customisation
Ensure approval activities exported reports match what is seen on screen
Allow users to report on all processes that do not have a business continuity set
Allow users to set the order of business continuity values
Acknowledgement tasks show as available for deletion in the task list when the user is an administrator
Enable search for users and roles when associating users to roles
Align hyperlink from Teams search results to the right
Enable spellcheck for note details
Change the logic to for last login date

Technical

Amend Company Creation API to allow setting of relevant permissions
Fix the relationship between Company and AllocationStatus
Investigate query performance degradation on summary screens
Old activity tasks not showing in restored historical versions as these were previously removed instead of marked as deleted
Change Teams authentication when SSO is selected
Unable to select a suggested instance in team to navigate to correct place for authorisation

Fixed Bugs

Cannot navigate from printed PDF in Firefox using attachment links that aren't prefixed with a protocol
Notes icons not showing correctly in old processes
Map generation error opening processes from the directory and the library
The heart icon for favourites is not visible when in normal mode
Non FA icons are too wide on jstree implementations
Disable shortcuts on a deleted process
Process not reordering when a linked process is deleted from outside of the process
Expert roles and users not showing on process list reports
When editing an activity in a gateway, the activity is removed from the gateway after saving the details
Processes imported from the global library are starting the activity numbering from 0
Stakeholder records are missing from snapshot records
Blank pdfs are generated when history records are printed