Release Notes Fall '26 (November '26)

Release Notes R31

Release date: Monday 2 November 2026.

New features Customer journeys

• The Modeler has a new diagram type, the customer journey diagram, which shows for each phase/step what a customer does, thinks and feels, and which internal processes support the customer journey.
• Customer journey designers can add, move and copy stages and steps, and add sections such as touchpoints, channels, links to processes or process steps, emotion curves, images, (hyper)links and personas.
• Large diagrams remain workable thanks to collapsible stages and sections.
• Customer journey diagrams can be shared, published and exported to PDF, Word or PNG.
• This module is available in our Enterprise, Platinum and Student subscriptions.

Please note! To actually create a new customer journey via the ‘Home’ tab and the ‘New’ button, a user must have the ‘Customer Journey Designer’ role in the Admin Center.

Next and previous processes

• Processes can now be linked to each other via the stop icons, so that a stop refers to the next processes and a start shows the previous processes, marked by an indicator in the Modeler and Viewer.
• Right-click (Modeler) or double-click (Viewer) on a ‘Start’ or ‘Stop’ to open the linked process directly.
• There is a new type of stop: the “Terminating stop”. This stop marks the end of a chain of processes.
• A new report shows the relationships established between processes (‘Reports’ tab and ‘Process context’ button).

Tables in the Admin Center

• The ‘Tables’ section has been completely redesigned, with properties (= the new name for ‘Table type’), tables and table items in a single searchable grid where everything can be added, renamed, deleted, copied and moved in place.
• Columns within tables now have a clearer type indication through icons, a customisable order and input validation, and there are improved selection options.

Single Sign-On (SSO)

• Organisations that log in with SSO can synchronise users per domain, either automatically or on request;
  • new users are given the organisation’s default language.
  • deleted users lose their access.
• A domain overview shows the status of SSO and synchronisation and warns when the Client Secret Value is about to expire or has expired, so that it can be replaced in time.

This keeps the list of users in the Admin Center up to date at all times.

Please note! This synchronisation functionality will initially be rolled out in phases together with the customer. After a sufficient number of successful implementations, you will be able to enable this functionality yourself without the involvement of Engage Process. You can sign up as a test organisation with Pascal van der Waa (pascal@engageprocess.com).

Reports

• Reports can be filtered, including by date and time.
• In the Viewer, you can mark reports as favorites by hovering your mouse over a report and then clicking the star that appears on the right.
• A report can be saved as a template directly from the preview.
• The RASCI reports have been converted to custom reports with the same options.
• Excel exports retain text formatting.
• The Admin Center offers an Excel export of roles, such as ‘User manager and ‘Tables manager, per user or group.

Approval, publication and sharing

• A Publisher user can reject a diagram that has already been approved and must give a reason for the rejection.
• The Publisher now also shows the Modeler folder from which the diagrams were submitted.
• Approvers receive an email upon publication.
• The ‘Share’ dialog has been redesigned with a clearer warning about external access.
• When processes are submitted in bulk or shared organisation-wide, the Modeler now asks you to confirm that this is really intended, so that, for example, large numbers of users do not receive email notifications unnecessarily.

Improvements

Modeler

• A clear on-screen notification (blue bar at the top) explains why a diagram is read-only. An option to close all expanded process links at once has been added.
• The Modeler now automatically saves diagram versions and cleans up old versions.
• Folders expand automatically when filtering in the grey search field at the top of, for example, the Project window.
• The ‘Project settings’ window has been redesigned.
• Imports (e.g. AI import) ask whether items in use, such as roles, should be included.
• Brainstorm notes can be duplicated with Ctrl+D.

Viewer

• In the Viewer (and Publisher), you can now also move the diagram without using the scroll bars. To do this, click on an empty area (e.g. the white background), hold down the mouse button and drag.
• The ‘Description’, ‘Properties’ and ‘History’ windows can be closed by clicking the icon at the top right again.
• The ‘Properties window’ can be made narrower.

Brainstorm

• The brainstorm note editor supports full text formatting and zooming.
• A search bar has been added.
• A list of all notes or an entire brainstorm can be duplicated.

Teamboard

• Tasks can be deleted from a board via the right-click menu, no longer only from the form.
• The Excel export allows (de)selecting all columns at once.
• The archive can be exported.
• The drop-down lists for process and process step are now searchable.

Admin Center

• For each user, assigned and inherited roles are now shown in a single combined list. Roles inherited via a group are shown as small check marks at the top right of the boxes for those roles at user level.

General

• Large diagrams load faster.
• Expanding all and actions on the ‘Design’ tab are quicker.
• Templates load faster in the Admin Center, and text in older formats retains its formatting.
• In addition, the interfaces across all applications have been further refreshed, with new date and time pickers, redesigned print and report dialogs, consistent notifications and tooltips, and the new grid in the teamboard Table view.