Discover new exciting features of future bpm’online releases.
If you are looking for information on the latest available bpm'online version, please see bpm'online release notes.
The sales pipeline dashboard
The new “Sales pipeline” dashboard will enable you to get deeper lead maturity insights, from initial interest to a closed deal.
The time between the bulk email start in bpm’online and receiving final response will be decreased. To do this:
We will speed up processing of the bulk email provider responses in the cloud service. We will also increase the speed at which the data will be passed to bpm’online.
Future optimizations will ensure faster processing of bulk email responses, such as “delivered”, “opened”, etc.
You will be able to personalize email subject using macros. You will be able to add values from any contact field or any other bpm’online record linked to the recipient’s contact. For example, you will be able to use recipient’s name and title in the email subject.
New campaign element is coming: [Create/Edit object]. This element creates new or edits existing objects as part of the campaign. For example, you can modify order status, add products, plan activities, etc.
You will be able to set up synchronous transitions between campaign elements. This way several steps will be executed for a contact within a single campaign iteration. Campaign steps with synchronous transition flows will be run synchronously. For example, you can send trigger emails immediately after a campaign participant fills out a web form on the landing page and becomes part of the campaign’s audiences.
We will add a new start signal that can trigger campaign elements. Immediately after the signal is triggered, it will initiate the corresponding campaign step. This way, the trigger email will be sent to the contact immediately after they register on the landing page.
Automatic notifications will be sent in the customer’s language. Separate mailboxes will be used to send notifications in different languages. The upcoming features include:
Ability to specify preferred language of communication with each contact.
The content designer will support creating language-specific email templates.
When sending automatic notifications, bpm’online will check the contact’s language and select the corresponding template.
When selecting the mailbox to send a notification from, bpm’online will take into account the email address that the contact initially sent their inquiry to.
Comparing values in fields of the same type
Expanded filters will be able to compare values in two fields of the same type. For example, you can quickly find invoices in which paid amount does not match the invoice total, or tasks where actual date of completion is later than the planned one.
The new filters will be supported in folders, analytics and business processes. Using such filters, a business process can identify overdue tasks, invoices or cases and send notifications to the corresponding employees.
Saving context on session restoration
You will always resume your interrupted user sessions from the page that you last opened before the session was terminated.
The list view
The following new features for working with list views will be added:
Anchoring column headers when scrolling down the list.
Ability to display more than 23 columns in the list (with horizontal scrolling).
Ability to display data in a single line.
Ability to “lock” a list column. Locked columns will always stay on screen when scrolling horizontally.
You will be able to add a dashboard that would display a list as a built-in table report with all base features that are available for a regular list. In addition, dashboard lists will support:
Grouping data by columns.
Displaying summaries and columns for configured groups.
Maximizing a table report and exporting data to CSV.
Contact number auto-detection
When receiving incoming calls, mobile app users on iOS will be able to auto-detect phone numbers of bpm’online contacts who are not in the device’s phone book.
Rules for automatic linking of emails
A number of pre-set rules for linking emails to bpm’online’s opportunities, orders, leads and cases will be added. For example, if an email was received from a customer who has an open opportunity, and the current user is a member of the opportunity team, the email will be linked to the corresponding opportunity. The rules will be available in the [Opportunities], [Orders], [Leads] and [Cases] sections. The setup process for custom linking rules will be simplified. Linking rules can be individually enabled or disabled for each mailbox.
Faster response time
GUI speed will be increased when working with business processes and system records. Complex technical business processes will run on the background. A special notification panel will display all process-related tasks.
The new log will allow tracking the progress of case instances. The case log will save case launch and execution history for each case instance, stage and step. Each case instance will contain information on the time when the case was initiated, what stage is the case on now, who and when transitioned between the stages and who performed the case steps. Additionally, you will be able to resume or cancel case instances directly from the case log.
Opening business rule configuration in the section wizard. New business rule features will include:
Simpler and more intuitive setup of filtering actions.
Ability to set up populating and deleting the values in the fields in a filtering action.
Ability to populate a field with default value.
Faster data exchange
We will add web socket support when deploying bpm’onlie as a web farm.
Binding data to packages
We plan to streamline and simplify binding data to packages. Improved data binding interface will help determine which data requires binding. We will also improve data installation mechanics, which will decrease the number of conflicts.
Authentication by API key
An ability to authenticate via an API key will allow safer integration of third-party services with bpm’online, without the need to create additional user accounts.