Documentation

Upcoming bpm'online releases
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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.


icn_sales.pngBpm'online sales

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.

icn_marketing.pngBpm’online marketing

Bulk emails

 

The time between initiating a bulk email in bpm’online and receiving a final response will be decreased:

  • 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.

Campaigns

 
  • Three new campaign elements will be added in the campaign designer: [Landing], [Event] and [Create/Edit object]. The [Landing] element automatically adds contacts obtained from your landing pages to your campaigns. The [Event] element synchronizes event audiences and campaigns. The [Create/Edit object] 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.

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    icn_service.pngBpm’online service

    Localized notifications

     

    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.

    Case page improvements

     

    The [Description] field will be displayed immediately, after opening the case page.

    “Thank-you” page

     

    To obtain objective and timely feedback from your customers a special “thank-you” page will be implemented. After evaluating service level of a case, customers will be redirected to the new “thank-you” page, where they can leave additional feedback in the form of comments.

    The appearance and text of the “thank-you” page can be customized.

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    icn_basic_interface.pngCore functions

    Disabling outdated lookup values

     

    You will be able to flag an outdated lookup value as “inactive”. Inactive values will not be available for selection in lookup fields and drop-down lists. Existing records will not be affected.

    Filters for annual events

     

    You will be able to filter data by day and month only (ignoring the “year” part of a date). For example, you can create filters to select contacts who have birthday “today” or “in three days”. Such filters will be invaluable for bulk emails and notifications triggered by various anniversaries.

    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.

    icn_ai.pngPredictive analysis

    Machine learning model setup

     

    We will simplify the machine learning model setup and add a special [Machine learning models] section for this purpose.

    Predicting case priority and service

     

    Bpm’online service products will have an out-of-the-box model for predicting priority and service of cases that were registered by email. The prediction will be based on the text of the corresponding email.

    icn_mobile.pngMobile application

    Advanced synchronization features

     

    A more flexible synchronization will be implemented for cases when only partial synchronization is required. Public API will enable limiting the volumes of passed data based on developer settings or running only certain synchronization steps. These features will be available for all users of the new mobile app (the desktop application must be 7.7 or higher).

    Custom actions during visits

     

    In the upcoming releases, we will add public API that will expand the functions of sales rep and pharmacy rep visits in Field Sales and Pharma. A simple unified approach will allow easy creation of new actions, and expanding the functions of existing ones.

    Access modifiers

     

    You will be able to set up the section and detail access modifiers (canCreate, canDelete, canUpdate) for mobile app users. This way adding, editing and deleting records can be disabled for all users.

    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.

    Sorting and filtering in sections

     

    Mobile app users will be able to work with folders that were created in the desktop application.

    Working with cases

     

    The [Cases] section will become available in the mobile app, enabling the users to register cases, track their statuses, add information about case resolution, and store customer feedback information.

    icn_integrations.pngIntegrations

    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.

    icn_business_procecces.pngBusiness processes

    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.

    Process library

     

    Improvements in the process library will enable analysis of connections between different business processes. You will be able to see which other processes use, and which are used by the current process. Convenient navigation in the section will speed up finding the needed business process diagram.

    You will be able to filter business processes by periodicity and the object that triggers the process start.

    Pre-configured page designer

     

    You will be able to customize pre-configured pages directly in the process designer. The “building blocks” for pre-configured pages will include fields of all types, field blocks, details analytics and business rules. A pre-configured page created in one process can be used in other processes as well.

    icn_dcm.pngManaging cases

    Case log

     

    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.

    icn_user_settings.pngUser customization tools

    Business rules

     

    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.

    icn_performance.pngPerformance

    Faster displaying of client content

     

    Client images and server localized resources will now be stored in the file system of the application server instead of the application database (i.e., become “static”). Previously, the application server generated the content dynamically, based on the current structure of package connections and schema dependencies. Using static content reduces database load and improves the overall usability.

    Faster data exchange

     

    We will add web socket support when deploying bpm’onlie as a web farm.

    icn_development.png Development tools

    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.