General
In some places in the modules within the Engage Process Platform, texts and field names have been adjusted to make it easier and clearer for the user. This is particularly visible in the ‘Reporting’ section in the Modeler, Viewer, Publisher and Admin Center and in the ‘SSO settings’ in the Admin Center (only with our Enterprise subscription).
New functionality per module
Modeler
- The locking logic when using the Modeler in multiple tabs at the same time has been improved. It often happens that users have the Modeler open in more than one tab within the browser and that the user accidentally continued to adjust the process in the “wrong” Modeler, which could lead to loss of work.
- The mini properties window now contains a drop-down menu for the ‘Value added’ field to select a value. Also, no value can now be assigned here either if the process step already has a value.
- During a process evaluation, a message may appear stating that certain subprocesses had to be expanded in order to be able to calculate the process mathematically. This could result in unwanted changes to the layout of the process. Expanding subprocesses where a jump is made from outside the subprocess to a step within the subprocess (go-to) is no longer required to be able to perform the evaluation.
- The calculation of the indicator ‘reliability’ has been optimized in the case that a process has multiple starting points.
- The import of BPMN and XPDL files has been improved. During the import, custom table types, e.g. ‘Applications’, are now also recognized and the correct data is directly linked to the process steps.
- “Stickers” can be added to brainstorm notes.
- Option to export comments including owner/manager.
- Option to copy folder rights to diagram rights.
- An e-mail notification can now be sent automatically after approval/rejection of a process submitted for publication/approval.
Viewer / Viewer App
- From now on, there is only one Viewer within the Engage Process Platform. The current Viewer is what was previously called the Viewer App. This Viewer has a much more modern and user-friendly user interface compared to the old Viewer.
- In the Viewer, you can choose from three different workspaces (= layout of the application). You can change the workspace by clicking on the Engage Process logo at the top left and then on 'Settings' at the bottom left. Then click on the 'Workspace' tile and select the desired workspace.
- The various panels at the bottom or side can be made higher/lower and/or wider/narrower. The size of the panels is automatically remembered for the next time.
- When you hover over the name of the process after a search in the search results, the location of the process is shown in the form of a “tooltip”.
- When exporting data to Word/PDF and Excel, the status messages of the export are now shown via a pop-up at the bottom left instead of a colored bar at the top of the application.
- For customers who have Single Sign On active, the profile pictures of users are shown with comments left on a process.
- Double-clicking on a comment that relates to a specific step results in the process step being selected in the process diagram.
- In all cases, the status of a comment is shown with the comment.
- The options under ‘Show/hide’ (top left) are now in alphabetical order.
- After approval/rejection of a process, the process automatically disappears from the navigation.
- In the “Single-step” view, only the comments of the selected process step are shown.
Teamboard
- Processes in the Modeler that can be linked to a board appear in a separate folder.
- The text filter (top right) now also searches in user fields (= field type ‘User’).
Admin Center
- A search filter has been added to the ‘Deleted items’ section.
- When importing a CSV file, the separator is now automatically recognized.
Reports
- Even more process and process step properties are now available for creating a report, incl. RASCI.
- Viewer only:
- New wizard for creating a new report.
- The ‘Select all’ option has been added, so that all folders/diagrams can be selected at once.
- The user interface for selecting columns and changing the order afterwards has been improved.
Publisher
- The Viewer settings window has been improved, so that more information is visible. This makes scrolling unnecessary.
- In the Viewer settings under the ‘Functions’ section, the use of reports can be disabled separately.
Brainstorm App
- “Stickers” can be added to brainstorm notes and these are also shown in the Modeler.
- In the App on the mobile phone, you can quickly add multiple brainstorm notes.
- In the App on the mobile phone, brainstorm notes are now even easier to remove by ‘swiping’.
Dashboard
- The Dashboard module has been given a completely new look. The user interface is more modern and easier to use.
Optimizing code (refactoring)
General
We now use new JavaScript language constructs and require support for ECMAScript 2022 in browsers. This means that in older browsers (from before 2021/2022) the modules may not work (completely) correctly.
Reports
- The reporting backend has been redesigned and almost completely rewritten. This results in:
- Better performance, so reports are created and displayed faster.
- Improved stability and less use of system resources.
- Better maintainability and extensibility.
- The limit of a maximum of 500 processes has been removed.
Modeler
- All property windows have been rewritten. This ensures more consistency between the properties window, the mini property window and the properties table. As a result, the windows are now also prepared for future functions and extensions.
- Further refactoring of the process evaluation (= the arithmetic calculation of the processes). This phase ensures more consistent error checking between “critical path” calculation and process evaluation. The speed of the evaluation of processes with process links has been improved.
Teamboard
- All date, time and date/time fields are now stored as UTC in ISO format. In other words, all these fields look the same and are stored in the same way.
Import/export
- Technical documentation has been prepared regarding the operation of importing and exporting process diagrams in BPMN 2.0 format.