Our team at bpm’online is constantly working to deliver advanced capabilities to automate your sales, service, and marketing processes. Here are the new features included in bpm’online version 7.11.1. Benefit from the new functionality by updating your application to the latest version using our update guide.

Bpm’online marketing

Bulk emails

• We have improved the bulk email log, making it easier to monitor and perfect your bulk emails. The log now contains additional information about each stage of bulk emails and trigger emails. Now you can easily view details on how many emails were undelivered and why.

The updated mailing log

 

Bpm’online service

• Email thread processing has been improved. Now, when a case is registered based on an incoming email, the entire email thread is taken into account. Receiving both the original email and reply simultaneously will not result in creating duplicate cases.

Creating cases from emails

• Now cases created from incoming emails can be categorized, based on the recipient’s mailbox. This will help speed up the classification and assigning of cases.

Self-service portal

• We have added an ability to reopen cases from the self-service portal. This way the customers can reopen their cases if needed.

Core functions

• Workplace names can now contain single and double quotes.

• Bpm’online will now inform the users about the errors that occur during the update operation in the [Translation] section.

• Account coordinates will be processed when running the [Show on map] action if an account was imported with exact coordinates, or if the account’s coordinates were modified manually on an account page via the location marker.

• Any process instances initiated by a Marketplace application will now be deleted when the application is uninstalled.

• When exporting to CSV, the column titles in the resulting file will correspond to the custom column titles in the list.

• We have improved the filters on the [Account contacts] detail of the account pages. Now, the detail displays the contacts who have the current account in their profile, as well as the contacts, whose [Career] detail contains this account with the [Current] checkbox selected.

• You can now add custom email address types for accounts and contacts. All core functions for working with emails will apply to these custom “email” communication options: email addresses will be validated and the button for sending a new email will be displayed next to them.

• We have improved the filtering of the values available in the [Owner] fields. Now, only user contacts are available for selection as record owners. Portal users will no longer be available in this list.

• You can now mark an account or contact address as “primary”. The address will be displayed in the record profile and in the list. By default, the first added address is set as the primary address. If you select the [Primary] checkbox for another address, that address will be displayed in the list and the record profile.

Filters and folders

• We have added an ability to set up date filters for annual events. Annual filter macros are grouped under the “Every year” menu. Using these macros, you can filter accounts and contacts by their noteworthy events, i.e., “all contacts whose birthday is next week”, etc.

The “Every year” filter

 

• We have improved how filters are displayed on details. If multiple filters are applied, they will be displayed with line breaks (“word wrap”), so that the complete filter text is visible.

Filtering records on details

 

Mobile application

• Data synchronization has become more flexible when complete synchronization is not required. Public API enables limiting the volumes of passed data based on developer settings or running only certain synchronization steps. These features are available for all users of the new mobile app (the desktop application must be version 7.7 or higher). More information about the mobile app synchronization is available in a separate article.

Integrations

• We have optimized the process for identifying email threads during import. As a result, the synchronization has become much faster, even when importing large numbers of emails.

• Fixed the incorrect detection of changes during LDAP synchronization. The error was caused by passing the last synchronization date to the LDAP server in the local time zone. Now the date is passed in UTC.

Business processes

• We have added a window for selecting process saving method.

Selecting process saving method

 

• If bpm’online is opened on several browser tabs, all process tasks are executed in the active tab only. This enables preserving the working context on the other tabs and improve the UX.

• We have improved navigation in the [Process library] section. You can now find business process diagrams faster, and have a more comprehensive outlook at connections between different business processes. Processes can now be filtered by their periodicity and section.

Folders and filters in the [Process library] section

 

• A new [Process log] tab on the process properties page displays the entire history of process instances.

The [Process log] tab

 

Сase management tools

• When mapping a case element parameter to primary record columns, the available columns will be filtered by the same data type as the element parameter. For example, if you map a text parameter of a case element to a primary record’s column, only text columns of the primary record will be available for selection.

• You can now transition a case to different stages, depending on an activity or sub-process result.

The [Perform task] case element

 

User customization tools

• Duplicate reports will no longer be exported if a report is compiled based on several records. Now a single report file is generated.

• Fixed the error with receiving cached system setting values for different users. Previously, same cached value was used for all users.

Section wizard

• We have improved the performance of the section wizard in applications that use Oracle DB.

• The conflicts with overlapping fields on record pages are now resolved. Such conflicts could occur when marketplace applications added their own fields to the pages. Now, if marketplace app fields and custom fields overlap, their positioning is adjusted, so that all fields are displayed on the page.

• Changes made when adding or renaming tabs are now properly displayed in the [Translation] section.

Business rules

• Business rules for locking and hiding fields referenced by attributes are now properly recognized.

• We have fixed an error that locked lookup fields when a system variable was compared with a lookup value.

Performance

• When processing interface languages (“cultures”), bpm’online now takes only active languages into account. This improves performance of different types of tasks, such as logging in, opening a record page, etc. However, all installed language cultures will be used when working with section and detail wizards, process and case designers and the [Translation] section.

• Client images have become static content and are stored in the application server’s file system. Using static content reduces database load and improves the overall system performance. Previously, the application server generated the client images dynamically, based on the current structure of package connections and schema dependencies. More information about static client content is available in a separate article.

Development tools

• Only the information relevant to the install process will be displayed in the WorkspaceConsole log when installing packages. This will speed up the installation process and simplify log analysis.

• Configurations with complex package hierarchies now compile faster.