Documentation

bpm’online 7.12.0 release notes
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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 7.12.0. Benefit from the new functions by updating your application to the latest version using our update guide.

Discover all of the upcoming features and improvements to our product range on the upcoming releases page.

icn_marketing.pngBpm’online marketing

Campaigns

  • You can now schedule when your campaigns launch and stop. No need to manually start and stop your campaigns anymore: they will start and stop automatically at the specified time.

New start and stop options on the campaign page

company_start_and_stop_at_the_specified_time.png 

  • We have added the new [Timer] campaign element, which enables you to be even more flexible at setting up the time frames of your marketing campaigns. To set up a timer for a campaign element, place the [Timer] element in front of that element on the campaign diagram. Campaign timer features:

Single-time execution of a campaign element at the specified day and time.

Repeated execution of a campaign element: daily, on specific weekdays or monthly. For instance, the [Timer] element enables sending notifications to a customer at 11:00 AM every Monday, or every last workday, monthly.

Timers on a campaign diagram

company_timer.png 

  • You can now select default time zone for a campaign. Use the [Timer] element for any campaign elements whose start time must be set in different time zones.

Campaign time zone setup

company_time_zone.png 

  • You can now set up maximum allowed campaign execution delay. If a campaign element fails to execute longer than the specified period, the campaign will be stopped automatically and the campaign owner will be notified about this. To set up the campaign delay limit, select the [Set the period for campaign emergency stop in case of critical delay] and specify the period in the campaign designer properties area.

  • The [Add from event] campaign element can now be used both for adding event participants to a campaign and for adding campaign participants to the event audiences. The element will add campaign participants (who have been passed to it via an incoming flow) to the event audiences.

Bulk emails

  • The new [Recipients] field displays total number of the current bulk email recipients.

  • The bulk email progress diagram has been revamped. The undelivered emails are now grouped by reasons: “Sending in progress”, “Bounce”, “Sending errors”, etc. The total number of emails on the diagram amounts to the number of the bulk email recipients.

  • You can now send email notifications to the contacts who unsubscribed from bulk marketing emails. Select the [System email] checkbox for all non-marketing bulk emails,    such as emails notifying about service updates or downtime. Use the [Enable option "System email"] system setting to be able to send system emails.

  • The metrics on the [Email totals] tab have been revamped. Now the metrics show the actual number of the delivered emails. The percentage values of the “Opens”, “Clicks”, “Unsubscribes” and “Spam complaints” metrics are calculated based on the total number of the delivered emails.

New delivery metrics on the bulk email page

email_delivery_stats_diagram.png 

  • The sending and delivery errors charts have been improved:

The “Sending errors” chart now displays the reasons why emails were not sent from bpm’online. Possible causes include invalid email address, unavailable email address, empty email address, unsubscribed contacts and duplicate emails.

The “Delivery errors” chart now displays why the sent emails were not delivered to the recipients. Possible delivery errors: Hard Вounce, Soft Вounce, technical delivery error, denied by provider.

New bulk email sending and delivery error charts

email_sending_and_delivery_errors.png 

  • We have added an ability to specify the period for processing bulk email responses. As a result, you can schedule response processing to a time, when it will not interfere with other processes, such as integrations, etc. You can specify the period for processing responses on the bulk email page.

icn_sales00001.pngBpm'online sales

  • You can now set up columns displayed on the product selection page using reverse connections, for example, for displaying product stock in different warehouses or a specific warehouse.

Setting up a column for displaying warehouse product stock

sales_products_backwards_connections.png 

  • You can now copy projects along with their tasks. The project and task dates are modified using current date as the start date for the copied project. For example, if the project start date is 03/01/2018, the end date is 03/15/2018 and the project was copied on 03/10/2018, the start date of the project copy will be set to 03/10/2018, and the end date – to 03/25/2018.

  • Bpm’online can now use cached coordinates when determining a sales rep location if geolocation services are temporarily unavailable. You can enable the ability to use cached coordinates via the [Use last known location of user] system setting.

icn_service.pngBpm’online service

  • You can now quickly create a new case from an existing case communication email thread. Select a text in an email from the case message in the history and click the service_create_new_case_btn.png button. The values of the fields whose [Make copy] checkbox is selected in the section wizard will be copied to the new case. Bpm’online will automatically reply to the email with a standard case registration notification. This works both for emails and portal messages.

  • Incident and service request processing stages and transitions between them are now set up in the case designer. There is no need to modify the [Rules for case terms behavior on status changing] lookup.

icn_basic_interface.pngCore functions

  • Bpm’online timeline is a brand-new tool that will provide you with insights into the history of working with your customers, opportunities and cases from the chronological perspective. The new [Timeline] tab is now available in the [Contacts], [Accounts], [Leads], [Opportunities] and [Cases] sections. This tab contains the entire history of events connected with the current record, such as cases, calls, email threads, invoices, attachments, activities, etc. The timeline comes with its own search string and quick filters. Several types of timeline items (or “events”) have previews. You can also click [Expand all] to expand all applicable timeline events.

The new [Timelime] tab

timeline_tab.png 

  • 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.

  • Bpm’online calendar now correctly displays in Microsoft Edge. Activities with long titles are properly displayed in the calendar area.

  • Record pages will now display the [Actions] button only if actions are available for the current record.

  • We have fixed an error that sometimes interfered with selecting lookup records via the [Select all] button.

Working with lists

  • All lists can now be exported to the native Excel format (XLSX). The [Export to Excel] command is available in section and detail lists, as well as in the “List” dashboards. Export takes into account the currently applied filters and data types and uses special formatting. This makes it more convenient to export and re-import data.

Exporting a detail list to Excel

details_export_to_excel.png 

Working with emails

  • Emails displayed on the [Email] tab on the communication panel now also show icons of the linked bpm’online records. There is no need to click an email to view its links.

Records connected to an email

email_panel_email_connections.png 

  • You can now select languages for email notification templates. Bpm’online will be sending notifications using templates in the recipient’s native language (specified on the contact page). This function is used when sending template-based email notifications from the action panel, communication panel, as well as when sending notifications by approval and case management processes.

Interface localization

  • Outdated translation strings will now be deleted from the [Translation] section. If an object (such as section or lookup) has been removed from the configuration, corresponding localization strings will no longer be displayed in the [Translation] section. Bpm’online deletes the outdated strings when the [Update translation list] action is run. Outdated values, such as values of deleted lookups, are also deleted from the localized data.

  • The new “Translation apply errors” folder in the [Translation] section now automatically accumulates all strings whose translations could not be applied. The reason why translations could not be applied is also displayed here. Use standard [Filters/folders] –› [Show folders] command to access folders of the [Translation] section.

The “Translation apply errors” folder in the [Translation] section

basis_translation_apply_errors.png 

  • The email address that was added last on the [Communication options] detail will now properly be recorded in the [Email] field of the record profile if several “Email” communication options are sequentially deleted.

Working with analytics

  • We have revamped the design of charts and metrics, as well as dashboard panels.

New dashboard design in the [Contacts] section

 analytics_new_interface.png

  • Several improvements have been made to optimize working with data in the “List” dashboards:

The list column titles stay at the top of the dashboard page when scrolling down.

More columns can now be added to the “List” dashboards. Previously, the number of columns was limited to 23. If the dashboard data exceeds its width, horizontal scroll bar appears.

Dashboard data now has the compact view to fit more data on the screen. By default, the data are displayed in a single string without hyphenation. If you hover the mouse cursor over the value, a tool tip with complete text will pop up. The menu of the “List” dashboard tile now has the [Show as multi-line text] option for enabling hyphenation in the list.

Records are now loaded dynamically in the “List” dashboards. By default, the list contains the number of records that was specified in the [Number of records] field on the [Display options] tab of the “List” dashboard setup page. If the actual number of records exceeds that value, the dashboard will display a “Show more” link. Clicking the link will expand the dashboard tile to your entire browser window and load additional records to the list.

Page-by-page loading of “List” dashboard records

analytics_lists_showmore.png 

Filters and folders

  • Existing communication options will still display on the account and contact page, even if the corresponding communication option type is no longer used, and the [Use for contacts] or [Use for accounts] checkbox is not selected for it. This way, the user can modify or delete an outdated value.

  • The time zone in the user profile is now taken into account when date macro (i.e., “Today”, “Yesterday”) is generated in the feed message history. Previously, message creation date could display incorrectly, if the time zone in the computer locale was different from the time zone in the user profile.

  • Fixed an error that sometimes preserved filtering of section records using a folder in which filter conditions were cleared.

Predictive data analysis

  • We have added predictive scoring of leads. Bpm’online will automatically determine how likely is each lead to convert to an opportunity, based on the entire lead data. With this, your sales managers will be able to concentrate on the more mature and quality leads.

  • We have added tools for creating and setting up machine learning models for predictive scoring in any bpm’online section. These models can use historical and real-time data to predict the probability of a specific target event.

icn_mobile.pngMobile application

  • The mobile app has been optimized for iPhone X devices.

icn_integrations.pngIntegrations

  • We have updated the Infinity phone integration connector, which now supports latest versions of Infinity Contact Center X.

  • Bpm’online calendar can now be synchronized with the MS Exchange calendar, without the need to synchronize emails. To synchronize calendars, click [Synchronize activities] action in the [Activities] section.

  • You can now share your mailbox with other bpm’online users. By default, all loaded emails will be available to the mailbox owner only, unless the mailbox is shared. Depending on the sharing settings, other users can:

access to sent and received emails

send emails from this mailbox

change mailbox settings.

The new mailbox sharing settings

integrations_emeil_access_setup.png 

  • We have improved the mechanism for populating bpm’online record links for messages in email threads. Links that were added by the user have higher priority and will not be replaced with the links from the previous email in the thread.

  • Fixed an error which sometimes removed email attachments when forwarding emails.

  • Zoho Mail integration is now supported.

  • We have fixed how phone numbers are displayed for incoming calls received from IAX trunk.

Web services

  • New customizable integration with web services does not require software developer skills. You can set up web service integration, including web service connection parameters and methods in the new [Web services] section. The web services can be used by BPMN business processes, which will call web service methods and process web service responses. Integration setup enables processing of web service errors and timeouts.

  • The new [Call web service] element in the process designer is a means of automating the web service integration. In this element, you can select a web service and its method to call, as well as specify method parameters. The web service response is parsed into the outgoing parameters of the [Call web service] element, which can then be used further down the process (passed to a pre-configured page, used for adding and modifying bpm’online records, etc.). For example, you can easily set up a business process that will automatically update exchange rates in the [Currencies] lookup.

icn_business_procecces.pngBusiness processes

  • Business processes can now run in the background mode. This will drastically improve user experience when performing resource-heavy and long processes, such as complex scripts and updates. The user will receive notifications about a new process tasks and will not have to interrupt their work with bpm’online.

  • You can now cancel a case by advancing it directly to the last unsuccessful stage, without having to go through required case steps.

  • A pop-up notification will now inform that a business process has started.

  • You can now select time zone in the [Start timer] process element. The process will run at the time specified in the [Start timer] settings, according to the selected time zone.

  • The parameters of the [Subprocess] and [Pre-configured page] elements will now be updated whenever the corresponding process or page schema is updated. All changes in the subprocess, for example, if a parameter is added or deleted, are synchronized with the parent process. Changes in pre-configured pages are synchronized with parent processes in the same way.

  • You can now open business process diagram from a [Process log] section record.

  • You can now enable tracing of process parameter values. Bpm’online will record values of process and process element parameters at the time when the process or element is run and when it is complete. As a result, you can check incoming and outgoing parameter values as part of business process debugging.

  • When using the [Pre-configured page] element, you can now set up pages with buttons. You can also add business rules for page fields: make them editable, required, filter lookup values or hide certain fields.

  • The [Pre-configured page] element now has several templates for pre-configured page. You can also create custom templates.

icn_user_settings.pngUser customization tools

  • The number of decimals in currency fields can now be changed. These changes are made in the corresponding object on the [Configuration] tab of the [Advanced settings] page.

  • The section wizard now creates and saves sections much faster, since saving no longer requires compilation.

  • Fixed a print form template error with displaying images from details in print form tables. Previously, table cells displayed wrong images if the corresponding bpm’onlie image fields were empty.

  • Fixed an error that prevented print forms from downloading if the template contained images grouped with MS Word.

Dashboards

  • Changing the width of a dashboard tile now adjusts data to new width.

  • Fixed an error when chart data did not match time filter settings. For example, the period was displayed incorrectly because the user was working according to summer daylight saving time, and the chart data was displayed according to winter time.

  • Fixed an error that sometimes prevented dashboards on record pages from displaying for certain users. This occurred when the users did not have access to records used in dashboards.

Section wizard

  • You can now modify detail titles in the section wizard.

  • You can now modify dashboards that are not in the same package as the one with which the section wizard operates.

  • Fixed an error that prevented page names from displaying in the section wizard menu if more than 20 record pages were set up for the section.

  • Empty data bindings of dashboards are no longer created when record pages are set up.

  • Fixed an error that prevented new tab names from being added as translation strings in the [Translation] section, whenever an existing tab is renamed.

icn_administrating.pngAdministration

  • New logged event type “Managing record permissions” has been added to the audit log. You can enable logging of this event using the [Log entity schema records access rights management events] system setting.

  • Fixed an error that interfered with the [Logout] button when ending session from the user page.

icn_development.pngDevelopment tools

  • Data filtering is now available during binding data to packages in the [Configuration] section.

  • Changed the method of storing metadata for EntitySchema. This information is now stored in SQLite DB and not in Configuration.dll. This enables making modifications to EntitySchema structure without the need to compile the configuration. Inheritors of the EntitySchema classes have been marked as “obsolete, deprecated” and will be completely removed in bpm’online 7.12.1.

icn_security.pngSecurity

  • We have improved the administration of subordinate level data. When a new section is created, access rights to subordinate level data, such as attachments, can be inherited from the parent object. This can be enabled for other objects that are not managed by records.