We at bpm’online are constantly working to deliver advanced capabilities to accelerate your sales, service, and marketing processes. Here are the new features included in bpm’online version 7.14.0.

The update guide is available in a separate article.

Bpm’online marketing

Email

• Emails are now sent faster due to improvements on the side of the email cloud service.

• Elastic Email: fixed an issue that occurred when images generated on the mail provider side were not displayed in the email after 35 days. Now, the image retention period is unlimited.

• We have enabled web versions for emails sent via ElasticEmail. You can manually add the {view} macro in a template, which will be used to generate a web version of the email with a direct link on the provider’s side. Example of a link with the macro: <a href="{view}">View in browser</a>

• Fixed an issue that occasionally caused UniOne to send duplicate emails.

• Fixed an issue that occurred while saving an email without a template - the loading mask will no longer be stuck on the screen.

Campaigns

• The campaign execution delay will no longer be displayed in days regardless of the selected user.

• Deleting the default campaign page is now processed correctly if several campaign pages have been set up in the Section Wizard.

Bpm’online service

• Fixed an issue that occurred when a case page could not be opened due to duplicate emails on the [Processing] tab.

Core functions

• Text from multi-line fields is now displayed with line breaks in the editable lists.

Multi-line fields in the editable list

 

• While creating an email from the action panel, e.g., on the contact page, and switching to a different record, the opened record will be displayed with correct data.

• Now you can customize the display of the  tooltip indicator next to any interface element of the application, e.g., buttons, images, etc. Previously, this indicator could be configured only for field headings.

A tooltip on the case page

 

Global Search

• Added an ability to display localized data in the global search results in the preferred language of the user. For example, if the Full name field is localized, French users will see its value in French, and English users will see it in English. This option is enabled via the “Show localized data in the global search results” system setting (UseLocalizableGlobalSearchResult). If the setting is disabled, localized data will be displayed according to the language selected for the system user (specified in the “System operations user” system setting).

Predictive data analysis

• Introduced a new UI for out-of-the-box machine learning models, which enables users to edit them faster. All existing out-of-the-box machine learning models are available in the new UI. Users can switch to the new models by activating them in the [ML models] section, or continue using older versions of the models.

• Prediction results are now displayed for fields whose values are predicted via more than two machine learning models.

Portal

Attention

The following portal functionality is only available for beta-testing. You can request early access for beta-testing by contacting bpm’online support. We appreciate your feedback!
The updated portal will be available in the upcoming bpm’online releases.

• Now you can use functional and organizational roles to configure access permissions for portal users. Use the “All portal users” root role to add functional or organizational roles with the required level of nesting. These roles can only include portal users. You can grant access permissions to objects and operations for these roles, similarly to any other bpm’online user. For example, if you add the “Portal users (Clients)” and “Portal users (Partners)” organizational roles, you can grant access to different knowledge base articles for them.

An example of the organizational structure of portal users

 

• Added an ability to group portal users based on the accounts that they belong to for easier access rights distribution.

•You can now create a company on the portal (a portal account). Portal accounts are available on the [Portal accounts] detail of the organizational role page. A portal account will be linked to one of the records in the [Accounts] section.

•The list of linked portal users is available via the [Portal users] detail on the account page. You can also add new portal users to this detail. Such users will be linked to the company automatically.

•All portal users that were linked to the company will be granted the same access permissions.

• Added an ability to assign account administrators on the portal. To add an administrator to the portal account, add a portal user to the “Company administrator on portal” functional role. Portal administrators can access the company profile and configure it.  

Accessing the company profile on the portal

 

• Added an ability to send bulk invites for new portal users. This can be done both in the main bpm’online application, and on the portal. All recipients will receive an invitation with a link to access the portal. After clicking the link, a new user will be able to log in.

Bulk invites are available to users with access permissions to the “CanAdministratePortalUsers” operation. By default, this operation is available to system administrators and portal account administrators.

Creating portal users by bpm’online administrator in the main application

 

Creating portal users by the account administrator on the portal

 

Mobile application

• You can now work with recent records in all sections. 10 most recent records will be displayed once you open the section (if there are no other filters configured). These records are available both online and offline.

• A hybrid mode of the mobile application is available. New offline options include:

•Working with recent records in sections.

•Creating new records.

•Working with the schedule. A new indicator in the top right corner will display the connection status.

The schedule in the mobile application in the offline mode

 

• Our android application will now notify users when a new update is available on Google Play.

Integrations

• In the communication panel, the email loading mechanism has been improved to work with large numbers of emails, e.g., for support mailboxes.

• Fixed an issue, which prevented emails with attachments from being displayed on the communication panel.

• If the mailbox password was changed, the synchronization resumes with the same settings for downloading and sending emails that were specified by the user earlier.

• If you use the MS Exchange calendar synchronization and it fails when you change the password, a notification will prompt you to update the password in the [Activities] section.

• Fixed an issue that occurred when the text pasted from MS Excel was duplicated in the email body.

• The communication panel now displays search results based on the name of the contact or account.

Case management tools

• Added an ability to prohibit transitions through dynamic case stages. For example, you can prohibit anyone except a certain employee (or role) from changing a lead case  stage to “Disqualified”. The restriction, as well as the list of users or roles that are allowed to perform the transition is specified in the settings step settings area.

Administration

• The access permissions configuration interface has been updated, making it easier to customize object permissions by operations, records and columns. You can now automatically update permissions for all existing records once the permissions by records have been modified (e.g., record permissions were enabled in an object).

The new [Object permissions] section interface

 

• When installing packages in the [Installed applications] section, you can use *.zip archives with longer names - the name length has been increased from 50 to 250 characters.

Development tools

• The system message logging subsystem was switched to NLog (log4net was used in previous bpm’online versions). The contents of configuration files associated with message logging are now different.

In 7.14.0, you can use any of the two providers. You can switch between the providers by modifying the configuration files. Starting with 7.14.1, log4net will not be supported.

Reverse compatibility is ensured for standard logging mechanisms. Extended logging settings must be adapted to the forma that supports NLog.

• The bpmcli command line utility has been improved with the following commands:

•Added the ability to work with the current directory. While calling the command, if the path is not specified, the directory from which the command was called will be used.

•Specifying the option for the main command argument is no longer necessary. For example, push-pkg <package name> — for <package name>, the -n option is not specified.

The utility, as well as several examples is available on github.