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 7.12.3.

The update guide is available for download in a separate article.

Here are the new features included in bpm’online version 7.12.3:

Core functions

• The call made via a mini page is now automatically bound to the contact and the source record. For example, if you call a contact from an opportunity page via a contact mini page, the call will be automatically bound to both the opportunity and its contact and will become visible on the [History] tab of the opportunity and contact pages.

Making calls via a contact mini page from an opportunity page

 

Timeline

• All linked objects in the timeline filter are now visible; there is no need to scroll down. If you add custom linked objects to the list, you can manage the number of columns and maximum number of objects per column (developer tools are required).

Displaying linked objects in two columns in the timeline filter menu

 

• The timeline now displays new contracts as well as documents and products linked to the customer.

• The [Timeline] tab in bank products has been updated and now enables tracking customer applications, bank accounts and credit card operations.

• The information on the [Timeline] tab is now updated automatically, without the need to refresh the page.

• The record display mode on the [Timeline] tab has been changed. Now, most records are displayed in an expanded mode. Larger records, e.g., feed comments, activities or cases – are automatically “collapsed”.

Expanding a feed post on the timeline

 

• The timeline now remembers sorting by date.

Excel data import

• Now you can specify values of Boolean fields, such as [Do not use email], in a more convenient format during Excel import. The following formats are supported regardless of the character case:

•True/False;

•1/0;

•+/-;

•Yes/No;

•Y/N.

• You can now run data import directly from a section, lookup or detail via the [Actions] menu. In this case, bpm’online will import records into that section, lookup or detail. Use the “Data import” system operation to manage import permissions.

Importing data from the [Contacts] detail on the account page

 

• We have fixed import process delays that could sometimes occur if all Quartz threads were busy.

• Removed restrictions that prevented Excel data import to objects that contain “Lookup” in their name.

Filters and folders

• You can now use the [Select all] action on a list of filtered records to add them to a static folder. This functionality is available in all sections that contain static folders.

Adding filtered records from the [Contacts] section to a static folder after filtering

 

• The [Apply] and [Save] buttons are now always visible when you set up folders or advanced filters.

• You can group filter conditions of aggregated columns in regular lists and “List’ dashboard tiles. For example, in the [Opportunities] section, you can set up a column that displays the amount of orders connected to each opportunity – both for the current and the previous quarter.

Grouping filter conditions in the [Order] column of the [Opportunities] section list.

 

• Week settings in the quick filter by time period now take into account the localization selected in the user profile. For example, if English localization is selected in the profile, weeks start with Sunday.

Global search

• You can now manage section data indexing in full-text search. To enable indexing of records in a section, select the [Indexing for full-text search] checkbox in the section wizard. The option is available for sites, where global search is enabled. Indexed section data will be available in the global search results. If data were added to the section before indexing was enabled, they will become available for global search some time after the section settings have been modified, once the section data indexing process has been completed.

Enabling search indexing of the [Contacts] section data

 

Duplicate search

• You can now initiate the search by clicking the “Run duplicate search” link on the duplicate search page.

Running duplicate search from the contact duplicate search page

 

• Oracle-based bpm’online configurations now benefit from local contact and account duplicate search, as well as deduplication functionality in lead qualification. You can enable the base set of rules via the “Setup duplicates rules” link in system designer. You need to set up global search and enable the “ESDeduplication” functionality to run duplicate search operations in Oracle.

• Deduplication functions are now available when adding records via mini pages. If bpm’online identifies potential duplicates of new records saved via mini pages, it will display them using standard duplicate search UI. Clicking the [Back to edit page] button takes you back to the mini page.

Hot keys

• We have added a number of new “hot keys”:

•You can navigate the section and detail list records using the Up Arrow and Down Arrow keys.

•You can navigate between tasks using the Tab key in the [Calendar] view of the [Activities] section. The selected task can be rescheduled for another date and time using the Up, Down, Right and Left arrow keys.

•You can make a task longer or shorter by pressing Shift + Up or Shift + Down. Use Shift + Right or Shift + Left for tasks that last for several days.

•You can go to the first record of the page by pressing Home or Page up. Press End or Page down to go to the last record.

•You can open the selected record of a section, detail or calendar by pressing Enter or by double clicking the record.

Predictive data analysis

• We have implemented automatic prediction of values in any numeric field based on the given object characteristics.

Mobile application

• Filter setup is now available in embedded details.

Integrations

• CTI-connector integration support with the Avaya Aura platform has been implemented.

• Bpm’online now better displays large emails: when creating a message from the communication panel or by clicking the  button on the action panel, the message body occupies all the available page width. If the message body exceeds the page size, a horizontal or vertical scroll bar appears.

Business processes

• Tracing parameter values of the [Read data] process element has been improved:

•In the “Read the first record in the selection” mode, tracing results display the values of the read columns.

•Tracing results display only the parameters corresponding to the data read mode, which is selected in the element properties. For example, if the “Read the first record in the selection” data read mode is selected, the “Number of records to read” parameter will not be displayed in results.

•If the “What record data should the process read?” setting changes from “Read data from all columns” to “Read data from selected columns only”, all columns that are mapped in the process will be read.

• The [Read data] element can now obtain collections of up to 5000 records. The received records can be passed to a web service or processed via the [Script task] element.

The “Read collection of records” read data mode

 

• The [Call web service] element can now process collections of records. You can pass a collection of parameters in a web service request. Likewise, you can process collections for web service response and map them to corresponding element parameters (the [Script task] element is still required to process collections).

• We have improved Process Designer UX by eliminating the need to compile business processes. From now on, all newly created business processes will be interpreted processes. The [Script task] element will now require the code syntax, which is compatible with interpreted processes. You will be able to modify and run any existing compiled business processes as before.

User customization tools

• You can set up dashboards by number of records on lookup pages.

• Setting up actions and business rule conditions have been simplified. The name of a field or attribute involved in the action and the attributes in business rule condition area can now be selected from a drop-down list, as opposed to typing them in as code.

Example of setting up value filtering conditions in the [City] field on the contact page

 

Section wizard

• You can set up and save pages whose source codes contain elements with duplicate names. Such elements can appear when editing a source code of a page manually. Please note, that duplicate names in an element source code can cause errors.

Performance

• We have improved the processing of complex filter conditions saved as dynamic folders. If filtering could not complete within the set time frame, bpm’online optimizes processing of filtering conditions and displays a corresponding notification.

Notification about a dynamic folder filter timeout

 

Administration

• You can now set a session timeout for specific users or organizational roles. For example, when using competitive licenses, sessions can have a short session timeout for most users, while certain user groups still have longer timeout limits. The timeout setup is performed on the page of a user or organizational role in the [Users and administration] section.

Session timeout setup on a user page