Upcoming bpm'online releases

Upcoming bpm'online releases

Have a peek at what future bpm’online releases have to offer. Please note that features described here are currently a work-in-progress. Any specifics, such as user interface, graphics, captions, etc. are subject to change.

If you are looking for information on the latest available bpm'online version, please see bpm'online release notes.


bpmonline designerBpm’online studio free

Process map, playback and implementation


We are continuously improving bpm’online studio free to enable you to design, document and share business processes in a functional, accessible and unified ecosystem, perfect for any business process-related task, from sharing your personal business process expertise to developing end-to-end corporate business processes and internal regulations.

Process designer
Process library
Process map

Upcoming features:

  • Visual process map. A process map visually interprets the high-level structure of the company’s existing business processes, their interactions with other processes and external factors. Process maps can include business processes (process diagrams or planned processes) or other process maps.

  • Process playback mode. Interactive demonstration of actual process flow will help speed up training of employees who work with a new business process. Using a special toolbar, a user can go through the key points in the process flow and read detailed comments for each element.

  • Interactive environment for business process specialists. You can publish your business processes as interactive diagrams for preview on third-party sites. The previews will remain linked to the corresponding business process in bpm’online studio free: if the process diagram is modified, the preview will be updated as well.

  • Seamless implementation of designed business processes in bpm’online products. Bpm’online studio free will be integrated with other bpm’online products. The integration will enable conversion of any business process diagram in the bpm’online studio free to an executable business process in another bpm’online product.

icn_marketing.pngBpm’online marketing

Content Designer


The Content Designer will be expanded and revamped:

  • The Content Designer will feature two tabs: “Design” and “Headings and preview”. The Content Designer UI will be updated.

  • We will add an ability to set up email headings depending on the dynamic content template option.

  • For instance, users will be able to specify different headings for dynamic content aimed at female and male recipient segments.

  • We will add an option to save the template without closing the Content Designer.

  • We will add a “Select from lookup” button for easy creation of new email templates based on those that already exist in the “Email templates” lookup.

  • Template errors and warnings will display in a convenient way, without opening any additional dialogs during the template validation.

New Content Designer interface

Bulk and trigger emails


The UX of the [Email] section will be improved.

  • Editing of email headings will be disabled; email headings will be available for editing in the Content Designer.

  • The “Preview” area will be expanded and made more convenient.

New email section page

icn_sales.pngBpm’online sales



The [Forecasts] section will be re-worked completely, giving you better visibility, flexibility and control over your expected sales revenues.

The updated [Forecasts] section
Column setup
The updated [Forecasts] section

The [Forecasts] section will feature better editing tools, including:

  • Columns setup. You will have an ability to add, edit, hide or remove columns in the forecast. Additionally, you will be able to drag & drop columns to move them across the forecast.

  • Time period setup. Calculated periods in forecasts will be more flexible, i.e., giving you an ability to display expected sales revenues for quarters, weeks, days or even hours.

  • Currency setup. You will have an ability to display column values in forecasts in multiple currencies.

  • Formula setup. Use formulas to calculate expected sales revenues in forecast columns.

Additional features:

  • Export. We will implement an ability to export data from your [Forecasts] section as Excel (*.xlsx) files.

  • An ability to select all accounts (or all filtered accounts) in the selection window.

  • An ability to add multiple records to a forecast via a dynamic folder.


Partner portal


We are expanding the PRM functionality available on the bpm’online portal. The new bpm’online partner portal configuration will enable you to create meaningful connections with partners, ease your administrative burdens, keep track of partner communications and collaborate in real-time. In the partner portal, partners can log in to their portal accounts, add leads or deals, find the necessary information in the knowledge base, and report on how they are advancing in pushing your product to the market.

Leads on the portal
Partner portal home page variant
Partner lead management process


  • Partner recruitment and onboarding. Quickly expand your partner program by automating your recruitment and onboarding processes. Walk your potential partners through all the different partner programs and create a database of all prospective partners.

  • Partner profiles. Navigate through your partner profiles and keep track of your existing partner ecosystem. Quickly access key partner data and manage their access permissions on the portal.

  • Partner lead distribution. Enable your partners to register new leads, populate the lead profile with additional data and track their progress all the way. Share a common pool of leads with your partners, assign them, and configure the list of fields available to your partners on the lead page.

  • Partner deal registration. Increase partner competitiveness by enabling them to register new deals on the portal. Mitigate channel conflict by gaining early visibility into your pipeline, speed up the submission process, and give incentives for registering new deals.

  • Partner knowledge base. Create a useful resource for your partners by giving them access to certain articles in your internal documentation. Develop a comprehensive database of common partner-submitted questions, articles or requests.

icn_mobile.pngCustomer database management tools



The improved search for duplicates will prevent creation of duplicate records for better management of the customer base. New features:

  • Search for duplicates by custom columns when saving records. For example, you can configure the search for contact duplicates by SSN.

  • Notifications about similar records when entering data.

  • Duplicate search when adding data, even if the user does not have access permission to all records.

  • Duplicate search in case of partially matched records.

icn_mobile.pngMobile application

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.



We will enable approval functionality for mobile apps. Approvals generated in bpm’online primary application will be visible in your mobile device and you will be able to approve or reject opportunities, invoices, documents, and other records using push-notifications.


Rules for automatic linking of emails


A number of pre-set rules for linking emails to bpm’online 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.

icn_dcm.pngCase management

Case log


The new log will enable 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.