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Release Notes

September 2022

New Features

Solutions Studio

Custom Item Interfaces

The following enhancements have been made to custom item interfaces:

  • You can now create and leverage new dynamic values in widget condition groups. Like the existing "Today" field, you can create a "Viewer email" field that is automatically substituted for the email address of the user viewing the interface.

    custom_interface_dynamic_conditions.png
  • You can now navigate between custom interfaces for modules connected by matched items. For example, if you have Module A and Module B that share a matched item, you can now navigate from Module A's custom interface to Module B's custom interface, improving visibility into each related module and providing a clearer view of the larger process.

User Management

Users can now sign in using Okta by entering their email address instead of their organization's Okta subdomain, improving the sign-in experience for users not familiar with their specific subdomain.

Enterprise Components

Native Data Sources

Users can now integrate the following native data sources into their Tonkean solutions:

  • Microsoft Teams - The popular enterprise chat application.

  • Harvest - A time-tracking application that provides invoicing and reporting tools.

The following data sources have been enhanced:

  • Outlook - The welcome message that displays during data source setup has been removed.

  • Workday Report - Error handling has been enhanced to reduce the number of errors and provide more detailed information about errors in general.

  • Zendesk - Offset-based pagination has been replaced with cursor-based pagination, helping to reduce the overall call volume and potential for error.

Custom Data Sources

A new collector log has been added to custom data sources, improving visibility into the collected data and its collection history.

Bug Fixes

The following bugs have been fixed:

  • Some users were unable to save a Send Interface action after a When Form Answered trigger if the relevant form already existed.

  • The warning message that displays prior to deleting a form that's currently being used was not displaying correctly.

  • The Import button on some collect inner-items forms was not working.

  • The option to discard pending changes was still available after creating a module version.

  • If a Create Ticket action in a Zendesk data source failed, no error displayed.

August 2022

New Features

Solutions Studio

Workspace Apps

We've added an exciting new way to view and interact with your Tonkean solutions: workspace apps. While one benefit of Tonkean is its ability to sit a layer above your existing applications and orchestrate business processes behind the scenes, some users want to create a dedicated user experience for their solutions, and workspace apps provide just that.

Workspace apps are the face of a Tonkean solution, providing a user experience for all the actions, data, and business logic at work within that solution. Across multiple pages, workspace apps not only provide a way to interact with your solutions, but also illustrate their value to process contributors, helping to highlight process improvements, cost savings, or other key metrics that are important to your team and organization.

workspace_apps_acme_legal_porta.png

Like solutions, workspace apps can vary dramatically in their functionality, from simple dashboards with key metrics, to complex, multi-page apps that contain all the power of the solution and empower users with direct access to its business logic. Some common examples of workspace apps include intake and triage portals where makers can kick off core processes and track crucial data, and also customer lifecycle management, providing valuable insight into customer relationships across the organization.

You can build a workspace app for any solution using the widget-based page builder. Add and iterate on the pages that comprise your workspace app, filtering for the most important fields and highlighting important data. Once your workspace app is ready, share it with your process contributors to allow them to initiate the core processes in your solution and also gain valuable insights into your workflows.

workspace_apps_builder.png
Custom Item Interfaces

The following enhancements have been made to custom item interfaces:

  • Status Progress Bar widget - This new widget provides a visual representation of an item's status as it moves through an approval process. Now, process contributors can easily check an item's status and respond accordingly, directly from the item interface.

    custom_interface_status_prog_bar.png

    Select each of the statuses you want to display in the interface to create a fully customized progress bar that aligns with your specific process.

    custom_interface_status_prog_bar_example.png
  • The system default item view has been enhanced to leverage improved widgets from custom item interfaces, not only improving the quality of information, but also enhancing the look and feel of the default item view.

    system_default_item_view.png
Module Builder

The following enhancements have been made to the module builder:

  • Matched items - In much the same way users can create matched entities between multiple data sources, users can now match items between multiple modules in a solution. Matched items enable multiple modules to remain in sync as a single item moves between them, supporting use cases with complex processes. Additionally, this improved coordination between modules allows makers to more easily build and maintain self-contained pieces of business logic.

  • A shortcut for creating a module version has been added: Cmd + D (Mac) or Ctrl + D (Windows). This shortcut creates a new module version with a system-generated description, enabling makers to more quickly save their progress and continue iterating.

  • You can now end a form sequence with a custom item interface, providing process contributors with a customized view of the item status.

  • Support for global fields has been added to the Build environment.

  • The following formulas have been added:

    • Week Number - Returns the number of the week in the year (that is, n out of 52 weeks in the year).

    • HMAC SHA-256 Encryption - Encrypts an input value using the SHA-256 algorithm.

Enterprise Components

Native Data Sources

Users can now integrate the following native data sources into their Tonkean solutions:

  • Confluence - A web-based corporate wiki developed by Australian software company Atlassian.

  • HiBob - An HRIS platform that helps dynamic and modern companies bring out the best in their employees.

  • Mattermost - An open-source, self-hostable online chat service with file sharing, search, and integrations.

The following data sources have been enhanced:

  • DocuSign - Authenticated user details are now included as part of the data source.

  • Intercom - Users can now extract the URLs for embedded images.

  • Slack - Users can collect the User Groups entity from their Slack instance.

Custom Data Sources
  • Custom data sources that have been added to the Component Library as templates can now be updated by the data source creators. The updates are synced to the Library, incrementing the version number of the template and informing all users that have downloaded the template that a new version is available.

  • Error handling for webhooks has been improved. Now, when errors occur, the board's default actor can be notified.

  • Users can now add a request body as a parameter in custom data source header configuration.

Bug Fixes

The following bugs have been fixed:

  • The list of available actions was not displaying for some native data sources.

  • Some users with access to the relevant link were able to edit the process contributors despite not having board admin permissions.

  • Global manual fields could not be updated in the business report.

  • In the Module Actions action, some users were unable to select the custom field level.

  • In some instances, collecting the User entity in a Slack data source resulted in the overriding of existing roles for users that have access to multiple projects.

  • Modules continued to monitor some Slack channels after those channels were removed.

  • A dropdown-type manual field that pulled its value from a global field was not displaying properly in create forms.

  • Some users were unable to upload a section image in a solution blueprint.

July 2022

New Features

Solutions Studio

Custom Item Interfaces

A new action, Send Item Interface, has been added, allowing makers to send specific custom item interfaces to a user or group of users as part of their module workflow. This new action empowers users with detailed item information when it's most relevant to them in the process.

send_item_interface_overview.png

Below is an example Slack message generated by the Send Item Interface action:

send_item_interface_slack_output.png

The following enhancements have been made to custom item interfaces:

  • In the Inner Items widget, users can specify an interface in which to display an inner-item, and also filter the inner-items that display. These enhancements allows users to focus on the specific item types that are most relevant to a given business process. For example, in an employee onboarding use case, you can now use a separate Inner Items widget to display a new employee's Equipment Requests, Training Sessions, and Action Items separately, each being sub-processes of the larger onboarding workflow.

    inner_items_update.png
  • Users can now change the order of fields in the configuration panel.

Enterprise Components

Native Data Sources
  • Users can now integrate Coupa, the business spend management platform, into their Tonkean solutions.

  • The following data sources have been enhanced:

    • Intercom - Handling attachments from the first message in a conversation has been improved, ensuring images and timestamp information is collected as expected.

    • Miuros - The default data retention for Miuros data sources has been set to 30 days.

    • Zendesk - Users can now update the Assignee field by using the relevant email address or ID when creating or updating a ticket. Also, users can configure their Zendesk data source to collect attachments using the continuous collect feature.

Bug Fixes

The following bugs have been fixed:

  • In some instances, Miuros data sources failed to collect the Reviewer entity.

  • Various related errors related to data collection occurred in Intercom data sources, including not collecting all image attachments and generating incorrect values for Conversation creation and update times.

  • The initial data collection for some SharePoint data sources failed when file volume was high and the process exceeded 60 minutes.

  • Data retention configuration was not saved after exiting ServiceNow data source connection settings.

  • Some Azure Blob data sources failed to download files that contained spaces in the filename.

  • The Status widget registered changes when a user viewed the widget but did not make any changes.

  • The Field Management widget search bar did not display in the default item interface.

June 2022

New Features

Component Library

The Component Library offers an entirely new way to build and collaborate in Tonkean. The library is composed of an extensive suite of ready-to-use components, which makers can browse and import directly into their boards.

As an entry point to Tonkean's process orchestration power, the Component Library enables quick ideation and accelerates time to value. Rather than envisioning and building a workflow from scratch, you can leverage library components to get a head-start on the core aspects of common business processes. From there, you can build and customize a unique solution or module that addresses the specific needs of your organization.

component_library.png

The Component Library offers three types of components:

  • Solution Blueprints - A solution blueprint is a design plan for an entire Tonkean solution, laying out the business outcome, a clear description, and the recommended modules to orchestrate an end-to-end business process.

    Most organizations face similar challenges when it comes to processes like employee onboarding or working with new vendors, but we also understand that your team has unique needs and workflows. With that in mind, each blueprint is designed as an optimized starting point you can modify and customize to suit your specific needs.

    solution_blueprint.png
  • Module Templates - A module template is a customizable example of a Tonkean module that lays out a pattern of a successful workflow. The use case and relevant data sources for each template are detailed in the library.

    One example of a module template is the "Employee Equipment Requests" template, which is designed to be part of an employee onboarding solution. This template contains model actions and logic to orchestrate an employee equipment request process, including the forms the employee would fill out and the data source actions needed.

    Makers can leverage module templates as samples to generate ideas or as functional starting points, connecting their own data sources and logic to build their own version of the templated workflow.

    module_template_builder.png
  • Data Sources - A data source is the application or service that powers your solution, from the input source of a module to the communication channels used to orchestrate collaboration between your process contributors. Each module template includes recommended data sources, but you're also free to install data sources individually and integrate them into your solution.

    lib_data_source_okta.png

In addition to the components we've created, you can also create your own solution blueprints and module templates. If you've figured out an incredible process for customer onboarding at your organization, you can share it in Tonkean!

create_blueprint.png

The Component Library provides makers a huge head-start in addressing the most common operations needs and use cases—from new employee onboarding to legal intake, triage, and coordination. It's a practical means of putting the power of Tonkean to immediate use.

Solutions Studio

Module Versions

The module builder has been enhanced to enable makers to manually create versions of their modules without needing to publish them to the Production environment.

These "minor" versions, indicated by a version number that includes a decimal point (for example "V2.1"), allow makers to iterate on and experiment with their modules more confidently—there's no longer a fear of losing your progress. In addition to this generally improved wokrflow, you can compare two versions and revert a module back to a previous version.

module_versions.png
Custom Item Interfaces

The following enhancements have been made to custom item interfaces:

  • The Actions widget has been enhanced to support the addition of upload file form actions. This enhancement enables users to upload files directly from the custom interface.

  • The process of adding fields in the Fields widget has been streamlined to better support the addition of multiple fields simultaneously.

Module Builder

A new formula field, ArrayDistinct, has been added, allowing users to pass in an array or list of values and receive an array or list of the unique values passed in this way.

Enterprise Components

Native Data Sources
  • Users can now integrate Miuros, the customer service performance platform, into their Tonkean solutions.

  • The SharePoint integration has been enhanced to support collecting system lists.

Bug Fixes

The following bugs have been fixed:

  • In some cases, users were unable to create new custom fields on the form builder screen.

  • Module settings were unable to be updated from View to Edit for some users.

  • Users were unable to create a new custom item interface with an existing name.

  • Deleting rows in a connected Google Sheets data source was causing an error.

May 2022

New Features

Solutions Studio

The solution view has been enhanced to provide improved organization of and better visibility into your solution, as well as the modules within it. To help you define your business goals, process, and relevant stakeholders, we've incorporated a three-panel design to distinguish between the process, solution outline, and the working space that includes modules and relevant business reports:

  • Process - The Process panel is where you define and outline your business process, including the target business outcome, an overall description of the process, list the relevant process owners, and create a visual map of the process. Each section of the Process panel works together to provide a comprehensive view of your solution that anyone, whether a maker in the solution or an outside stakeholder, can read and understand.

  • Solution Outline - The Solution Outline panel allows you to create and maintain sections for the modules in your solution. This is a flexible feature that you can use to outline a linear process or create simple categories of related modules. Each section in the solution outline includes a name and a brief description that displays in the work space in the right panel.

  • Work space - The right panel is the largest and includes Modules and Business Reports tabs. This is where your module sections display with their included modules, as well as the process participants for each section. Where the Process and Solution Outline panels provide overviews of your solution, this panel lays out all the modules in detail.

This enhanced solution view provides more opportunities for you and your team to organize and stay aligned on the most important parts of your solution.

solution_screen_v2.png
Custom Item Interfaces

Custom item interfaces allow you to build unique, specialized views of the items in a given module, enabling the sharing of relevant information with the people involved in your business process.

custom_interfaces.png

In many business processes, there are stakeholders who participate in only a portion of the larger process or are interested in only a few key data points. For example, if your module automates a legal intake process, the requester may want to see the status of the request and who's assigned to it, while the attorney fulfilling the request needs to see who's responsible for approving and how much time remains in their SLA. In both cases, each user can benefit from seeing only the information that's relevant to them and their role in the process. You can realize this benefit by creating a custom interface for each of these users.

Custom interfaces are built using a widget-based builder that leverages composability to allow you to easily create and update interfaces as your processes evolve. Once you've created an interface, you can share it with the relevant user or even set it as the default item view in the business report, allowing all users to benefit from the custom view.

custom_interface_new.png

Enterprise Components

Native Data Sources
  • Users can now integrate Adobe Sign, the cloud-based e-signature service, with their Tonkean solutions.

  • Enhanced the following native data sources:

    • Facebook Ads - The Facebook Ads integration has been updated to support webhook validation and authentication with custom applications.

    • SharePoint - The SharePoint integration has been overhauled with various improvements:

      • Streamlined collection of drive items

      • Webhook support

      • Client credential authentication

      • Enhanced admin access controls and setup

Bug Fixes

The following bugs have been fixed:

  • The Add Monitor action was not displaying as a default option following actions that create inner-items (for example, a collect inner-items update form).

  • A failed ticket creation in a connected Zendesk data source displayed as successful in Tonkean.

  • The redirect URL field was not displaying in the Facebook Ads data source setup.

  • Custom triggers were activating incorrectly, causing duplicate notifications to send.

April 2022

New Features

Solutions Studio

  • The module tiles on the Solution screen have been enhanced to improve navigation. Users can now navigate to the module builder or business report directly from the module tile.

    new_module_tile_design_apr_2022.png
  • The Business Outcome and Description field editors on the Solution screen have been updated to rich text HTML editors, enabling users to more easily format this information and better communicate with other team members and stakeholders.

  • The Ask a Question action has been enhanced to enable users to attach files from connected data sources to emails sent by the action. This enhancement streamlines workflows for the users that participate in your process, enabling access to critical documents directly from their email inboxes.

  • Users with Slack connected as a communication source can now post the command /tonk in a Slack channel to generate a list of all available Tonkean commands, improving visibility into the processes you create in Tonkean for all process contributors.

  • Users can now sort data source aggregation fields in the module builder, making it easier to locate a specific field.

Enterprise Components

Native Data Sources
  • Users can now integrate Braze, the customer engagement platform, with their Tonkean solutions.

  • Enhanced the following native data sources:

    • DocuSign - Lock Envelope and Unlock Envelope actions have been added to the Docusign action block.

    • Slack App - Update User Groups and Collect Data on User Group Members actions have been added to the Slack App action block.

    • Workfront - Added the Portfolio entity, along with enhanced support for custom fields in the Workfront action block.

Bug Fixes

  • Fixed a bug that prevented Tonkean from updating Organization entities in connected Zendesk data sources.

  • Fixed a bug that prevented using field values that contained commas in a dropdown manual field.

  • Fixed a bug in the Evisort Transfer Doc action that prevented updates from a selected storage provider.

  • Fixed a bug that prevented the PagerDuty Create Incident action from functioning properly.

  • Fixed a bug that prevented dropdown fields with multiple options from updating.

  • Previously, selecting the formula in-line in an editor did not open the formula editor. This bug has been fixed.

  • Fixed a bug that prevented saving a form with a configuration of Show value as 'view only'.

  • Previously, when creating a Send Notification action where the current user is not connected to Slack, the option to send the notification using a Slack channel was unavailable. This bug has been fixed.

March 2022

New Features

Solutions Studio

  • People Coordination actions have been enhanced to allows users to send notifications to Slack channels that are created as part of the module workflow.

Enterprise Components

Native Data Sources
  • Added the following native data sources:

    • Adobe Workfront - Users can now integrate the work management application with their Tonkean solutions.

    • Microsoft Dynamics 365 - Users can now integrate the business applications platform with their Tonkean solutions.

    • PagerDuty - Users can now integrate the incident response applications with their Tonkean solutions.

    • Pardot - Users can now integrate the marketing automation application from Salesforce with their Tonkean solutions.

  • Enhanced the integration with Google Sheets, allowing users to choose from two options the best usage method for their business needs:

    • Add / Update / Delete - This usage method allows the basic Create, Remove, Update, Delete (CRUD) operations and supports spreadsheets up to 100,000 rows. With this method, you can add new rows, update existing rows, and delete rows. We recommend this method for spreadsheets containing data that is updated frequently and doesn't contain (now or in the future) 100,000 or more rows.

    • Append - This usage method allows only the appending (adding) of new rows and supports spreadsheets up to 500,000 rows. This method does not allow you to update or delete existing rows. We recommend this method for spreadsheets containing record or log data (for example, an audit trail), or for large data sets that are not updated.

Bug Fixes

  • Fixed a bug that prevented files from uploading to Google Cloud storage using a form.

  • Previously, applying a search filter in the Module Events History screen would clear the event list. This bug has been fixed.

  • Fixed a bug in which the Publish Version button was enabled by turning on or off the module in the module builder.

  • Previously, an error was generated when sending a message to an existing email address with the wrong case (for example, jaMES@company.com instead of james@company.com). This bug has been fixed.

  • Fixed a bug that caused the file upload to fail for ServiceNow actions.

  • Fixed a bug that prevented long-text columns from updating in Monday data sources.

  • Fixed a bug that prevented users from updating fields with multiple text and long text value types in both forms and business reports.

February 2022

New Features

Enterprise Components

Native Data Sources
  • Added the following native data sources:

    • Google Slides - Users can now integrate the popular Slides application from the Google Docs Editors suite with their Tonkean solutions.

    • Notion - Users can now integrate the project management and note-taking application Notion with their Tonkean solutions.

  • Added the following data source actions:

    • Sharepoint - Collect Lists

    • ServiceNow - Create/Update Catalog Task

People Directory

People directory has been updated to support identity provider groups. This update allows users who connect external identity providers (for example, Okta) to Tonkean to leverage the user groups that already exist in the identity provider system in their people directory business groups.

Users don't need to recreate these existing user groups in Tonkean or manage user groups in multiple locations. Instead, they can manage user groups in their identity provider and easily use those groups in their workflows.

Bug Fixes

  • Fixed a bug that caused the Monday data source Create and Update actions to fail.

  • Fixed a bug that prevented the matched entity field selector from loading.

  • Fixed a bug that prevented the String Look Up Table from working as expected in the Formula editor.

  • Previously, fields with the Who can update set to Any collaborator were only able to be updated by the item creator. This bug has been fixed.

  • Previously, some users were able to access specific items whose access was prohibited by the business report permissions. This bug has been fixed.

  • Previously, when users selected to delete a custom action that was properly configured and in use in a module (and the module was running), they were not prompted with a warning message or alerted that the custom action was in use. Users are now prompted with a warning when they try to delete a custom action that's currently in use.

January 2022

New Features

Solutions Studio

Each solution built in Tonkean solves a significant operational challenge within an organization, so it’s important to have as much visibility in these solutions as possible. We have revamped the solution view with new sections. This includes sections for defining business goals, solution description, modules, and business reports. This new layout makes it easy for everyone to quickly understand what the purpose of the solution is, access reference information, and continue to iterate and expand on the solution over time.

This new view features a few important sections:

  • Business Outcome - In this section, you can define the desired outcome and operational goals you aim to achieve with the solution. Using a simple markdown text format, you can add links and references to any relevant resources.

  • Description - In this section, you can describe the problem, the approach, any constraints you have, and any other information that can be useful to a maker working on the solution. You can also include links to diagrams, slide decks, or other material.

  • Modules - This tab displays the different modules that make up the solution.

  • Business Reports - This tab displays the different interfaces (business reports) in the solution. These interfaces allow you to not only view detailed statuses and data from your modules, but also to interact with process owners and business process contributors.

The new solution view helps ensure everyone is aligned on the goals and challenges you are trying to solve. It acts as both the focal point during the build process and the operation baseline once the solution is in production.

solution_overview.png

Enterprise Components

People Directory

This new feature allows users to leverage the existing organizational structures defined in their enterprise applications–as well as create new structures—to support workflows. Every organization has internal business groups that serve different functions within the organization. Some examples include the HR team, support team, finance group, etc.

The main goal of the people directory is to enable makers and process owners to be able to represent these internal business groups within Tonkean, use them during the automation process, and remove the need to constantly maintain them—making them more accessible and resilient to organizational changes.

Creating a people directory is simple and straightforward; the user needs to define:

  • The members within a specific business group, manually from from a data source.

  • The communication channels for communicating with the group.

Once created, a people directory can be used throughout the platform, providing a simple way to represent the organization structure, business groups, capabilities, responsibilities, and preferred communication channels.

Collector Logs

This new feature improves the visibility of the collected data by displaying logs of all the changes made in each collect.

Native Data Sources
  • Added the following new native data sources:

    • Evisort

    • Simple Legal

  • Added the following new native data source actions:

    • Zendesk - Upload attachment to a Ticket action

    • Slack - Archive Channel

  • Added a new entities collection option for Outreach - mailboxes and users

Bug Fixes

  • Fixed a bug that prevented users from importing dropdown options from a data source's dropdown field metadata when configuring a custom dropdown field.

  • Previously, when sending an email to a Tonkean email inbox using a Send Notification action, the email body would display as empty. This bug has been fixed.

  • The Skip when conditions do not match option now displays correctly in the Delay action configuration panel.

  • Users can no longer edit fields in the Production environment.

  • When sending forms in sequence using Slack, the submission of the second form no longer generates an error.

  • Fixed a bug that prevented the creation of the first inner-item on a Collect Inner-items form.

  • On the Iterate Related Items action, the matched entities now display correctly.

  • Previously, items were created by scheduled input source in some modules when the module was turned off. This bug has been fixed.

  • Dropdown manual field options now display correctly after the user saves the field with the Field label.

2021 Q4

New Features

Solutions Studio

  • Add new Item is Auto-closed trigger that enables users to define the end of an item's lifecycle by specifying the numbers of days until it's automatically marked as "Done."

  • On Scheduled trigger - Added the option to choose a timezone.

  • Users can now manage business reports on the Solutions Studio screen.

History
  • Added the option to preview actions configuration on the module builder screen, including a preview of the imte and the defined conditions.

  • Added a dedicated tab for inspecting NLP action execution.

Native Data Sources

  • Added the following new native data sources:

    • Azura Storage

    • NetDocuments

  • Added the following new native data source actions:

    • Box - Create or Update Folder

    • Slack - Archive Channel

Bug Fixes

  • Fixed error on the Item is Added trigger that prevented the module monitoring all inner-items.

  • Fixed error in which the expression text box did not update dynamically when using the HTML editor

  • Fixed error that prevented a file from uploading when the file extension wasn't specified on Box file uploads.

  • Fixed error that caused the Duplicate Module feature to not work as expected.

  • Fixed error that allowed some users to edit a custom action despite not having the correct permissions.

  • Fixed error in the business report item view in which the description field value was missing from the Form tab.

  • Fixed an error that prevented users from saving a Create form without a Title field.

  • Fixed an error that caused web forms to generate an error when submitted.

  • Fixed an error that prevented users from submitting a Collect Inner-items form when the initial submitted form contained no items.

2021 Q3

New Features

Solutions Studio

  • Field label - Added the option to define a field’s display label for end users in the following screens and functions: business reports, scheduled reports, forms, and My Items box.

  • The following new formulas were added:

    • Encode to Base64

    • Decode to Base64

    • Is Boolean

    • Is Date

    • Is Number

    • Array Index Of

    • Date Difference

Forms
  • Form builder - Updated the color options to allow separate colors for background, buttons, and titles.

  • Updated file upload on forms to be optional.

  • Added the option to use Create Inner Items form within another form.

  • Added the option to define a form’s title or hide the title.

Enterprise Components

Training Sets
  • NLP training sets - New type of training set that allow actions based on the content derived from NLP.

Business Reports
  • Solution report - A new report type that displays data from multiple modules within a solution.

  • Shared report - Added the ability to share solution reports to Process Contributors and enable them t view or edit data.

Infrastructure

  • Identity provider - Added the ability to sync external users and user groups from a specified identity provider using SCIM protocol (for example, OKTA).

  • Added new permissions roles:

    • System Users - Extended access to the platform

    • Process Contributors - Regular participants in the business process

  • Add the ability to configure user source, allowing users to be added manually, added from a communication source, or provisioned (as individual users or as user groups) from an identity provider.

Bug Fixes

  • Fixed error in which the Title for the Add data of fields to the message section could not be added to a Send Notification action.

  • Forms containing logos no longer scroll to the top upon submission.

  • Fixed an error that prevented business tags from displaying in the tag module if there are no fields.

  • Fixed an error that caused a field definition to disappear from a Send Notification action after editing.

  • Fixed an error that listed a field created by a formula as being created by a trigger in the module.

  • Relocated the submit button of Upload File forms to the right.