New Feature Round-up

Optical Character Recognition (OCR) / Full-Text Searching: All file attachments (PDFs, Word Documents, Excel Spreadsheets, and images) are now automatically converted to text and full-text searchable.

Full Screen Tasks: The system will now honor individual user’s “full-screen task” preferences when starting a new process instance.

Multi-Factor Authentication: End users can now self select to turn on multi-factor authentication for their user login account.

Externally Accessible Merge Documents: Merge documents can now be sent to people outside of your ProcessPlan account.

Public Link Expiration: Public Process Instance Form link can now automatically expire upon submission.

Public Process Tables: Process tables can now be shared with external users.

Knowledge Base Articles: KB Articles can now be manually or automatically published or unpublished.

New Automated Action Triggers

  • You can now trigger an automated action based on the successful (or unsuccessful) outcome of another automated action. This enables you to daisy chain automated action together.

New Automated Action Types

  • Automated Actions can now cancel other related process instances.

  • Automated Action can now issue SQL commands to connected Data Sources.

New Formula Functions:

  • JSONENCODE will automatically encode strings for inclusion in JSON export files.

  • REMOVEDIACRITICS will remove character accents or cedilla from character strings when used by some languages.

  • REPLACE will replace one character string with another.

  • SPLIT will split a character string into different segments.

  • LINESPLIT will split each line of a document into different segments.

  • LEFTOF will return all the characters to the left of a specified character string.

  • LEFTOFLAST will return all the characters to the left of the last occurrence of a specified character string.

  • RIGHTOF will return all the characters to the right of a specified character string.

  • RIGHTOFLAST will return all the characters to the right of the last occurrence of a specified character string.

  • ANYTRUE will return “true” if any of it’s arguments are true.

  • ISTRUE will return “true” if all of it’s arguments are true.

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