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 7.11.2. Benefit from the new functionality by updating your application to the latest version using our update guide.

Bpm’online sales

• When adding products to invoices and orders, you can now set up columns displayed in the product selection window.

Column setup option on the product selection page

 

• Product price can now be edited on the product selection page and the [Products] detail on the order page.

Bpm’online marketing

New campaign designer elements:

• The new [Add from landing page] element can add campaign audiences using landing pages. The element will pass the campaign participants down the campaign flow based on their response on the landing page web form. The [Add from landing page] element has the following conditions for outgoing flows:

•“Form submitted” – the customer has signed up on the landing page.

•“Form not submitted” – the customer refused to sign up.

•The [Add from landing page] element can also pass the customers down the campaign flow regardless of their response.

A campaign diagram with the [Landing] element

 

• The new [Add from event] element can add event contacts to campaign audiences, segment them and facilitate communication chains based on the customer responses. Use the [Response in events] lookup to customize these responses.

Bpm’online service

• You can now easily distinguish automatic notifications by their title: “Auto-Submitted: auto-replied”. We have also improved the processing of such notifications: for instance, receiving automatic notifications for existing cases will not result in creating new cases.

Self-service portal

• Self-service portal users can now customize lists and folders in the sections available to them. You can set up the list of columns available to portal users in the new lookups: [List of objects available for portal users] and [List of schema fields for portal access].

Core functions

• We have polished the list setup UI. It is now much easier to customize columns in section and detail lists, as well as set up columns displayed in the “List” dashboards.

The column setup UI

 

• The scroll bar position is now saved after editing records on details with record pages. This way you will be able to see the results immediately after saving a detail record and closing its page.

• Hyperlinks (http, https) in text column values are now displayed correctly in bpm’online lists. Previously, if a column was not a primary display column and contained hyperlinks, its entire text was displayed as a hyperlink.

Mobile application

• Mobile apps synchronized with bpm’online customer center and service enterprise now have a brand-new [Cases] section. Mobile app users can add cases, track their status, add resolution notes and post messages for portal users.

New case page in the mobile app

 

Integrations

• We have made it even easier to add new email accounts. You can now quickly add a mailbox by clicking the link on the [Email] tab of the communication panel.

Email synchronization

 

• Use the new communication panel shortcut to quickly add records based on an email message. For instance, you can now add a new contact based on an email from an unknown sender. This contact’s email address and name will be copied from the linked email. If you add another record (i.e., an opportunity or invoice), bpm’online will populate its [Account] and [Contact] fields automatically.

Adding a new record based on an incoming email

 

• If you link a record to an email from the communication panel, bpm’online will now populate its fields automatically. For instance, linking a contact will populate its email address. Linking other records (opportunities, orders, etc.) will populate their [Contact] and [Account] fields.

• Bpm’online will now notify the sender employee if errors were detected when sending emails via the  button on the communication panel. The employee can then attempt to re-send the email.

• Emails in bpm’online are now received 50% faster.

Email security

• All received emails inherit access rights from the recipient’s mailbox. Thus, only the mailbox owner user can view these emails by default. Owners can share their emails using common access permission functions.

Business processes

• We have improved the [Process library] section UI. The process properties page now has the following information:

•Other processes that use the current process as a sub-process.

•List of start timer events showing when does the process start, if the process is run by a timer event.

•List of object signals, if the process is run by an object signal.

•List of sub-processes that you can use to view the properties of each sub-process.

• Business processes run via a timer or object signal are now easily distinguishable in the [Process library] list: they are conveniently marked with the corresponding signal icons.

New business process library list

 

User customization tools

• You can now display data for empty values of the chart column if the [Use empty value] checkbox is selected in the chart settings.

• Fixed an error that allowed saving changes only in one of the rich text fields if a page had several of them.

• Charts that have no data to display and the [Use empty value] checkbox selected in their settings are now drawn correctly.

• Loading additional values in the [Default value] drop-down list now works correctly for system settings of the “Lookup” type.

• Data is now displayed correctly in charts with several series based on different objects when the [Drill down the item] command is used for any of the series.

Development tools

• Scheduler task processing has been improved. If the scheduler has been unable to execute a task instance several times for a certain period (i.e., due to the website downtime), then only one instance will be executed, instead of running a new task instance for each failed execution. In addition to removing task instance duplicates, this will also help free up the scheduler queue. More information will soon become available in the development guide.

• The CommitLocker file is no longer used when working with the SVN. This will help resolve SVN commit problems with mutual file locking.

• In the file system development mode, local source code schema resources are exported to the file system immediately after the changes are saved in designers and wizards, without the need to export packages to the file system manually.

• Object schemas with long replacement hierarchy (such as the “Activity” object) are now opened faster.

• New bpm’online mobile app customization mechanism enables opening custom pages with fields. More information is available in the Developing Guide.

• We have added a public API for expanding the functions of sales rep and pharmacy rep visits in Field Sales and Pharma products. A simple unified approach will enable easy creation of new actions, and expanding the functions of existing ones. More information is available in the Developing Guide.

• If the new value is entered via the *SetColumnValue*, *SetStreamValue* and *SetBytesValue* methods and it matches the previous value, the Entity instance is considered unchanged and does not require saving. As a result, any business processes run via an object signal from that Entity will not be triggered, which increases overall performance.

• Mobile app SDK has been expanded. Developers can now set up lists with multiple grouped columns in the mobile app. More information is available in the Developing Guide.