v5.15

🚀 What's New in Version 5.15

💼 For Users

New News & Announcements Section

The News section keeps users informed about important platform changes – such as planned maintenance windows, process updates, approval matrix changes, or new features.

Full documentation available here.

Drag & Drop Document Upload to Cases

Documents can now be added to cases by simply dragging and dropping them – no need to use the file picker button.

Redesigned Favourites

Favourite items are now displayed with tags that clearly indicate their type (New Case, Case Link, Overview Link). Items can be edited directly in their container and reordered via Drag & Drop.

Default view:

Edit mode:

New File Display Options on Case Detail

Documents can be displayed with a selector showing all available files:

Or with a search field on the left:

A new side-by-side document comparison view is also available:

Offline Mode

If the connection drops while filling out a form, no data is lost. Work can continue in offline mode and the task submitted as soon as connectivity is restored.

Resumable File Uploads

If a connection is interrupted during document upload, only the files that failed to upload need to be re-sent. Successfully uploaded files are preserved.

File Previews

When documents are displayed as tags, a preview can be opened by clicking the eye icon. The preview opens in a separate window.

When documents are displayed as checkboxes, files can be previewed or downloaded directly.

Copy Links to Cases and Tasks (Mobile App)

In the mobile app, a link to a case or task can be copied by tapping the link icon next to its name.

Modernised Tables

Tables have been reworked – faster, cleaner, and with improved filtering options.

Overdue Task Filter in My Tasks

A new default filter has been added to the My Tasks section to quickly surface tasks that have passed their due date.

🛠️ For Administrators

Version 5.15 brings a range of administration features that speed up implementation and change request handling.

Task Form Builder (Drag & Drop)

Variable assignment to task forms has been completely overhauled. The original method is still available, but variables can now be assigned by dragging and dropping – efficiently and without unnecessary steps.

Full documentation available here.

Case Detail Builder (Drag & Drop Case Overview)

Case detail configuration has been completely reworked. The entire case overview can now be set up without writing any code – simply using Drag & Drop.

Full documentation available here.

New Components on Case Detail

The following components are available on the case detail, each with its own configuration options:

1. Variables Section – displays variable values with basic conditional formatting.
2. Charts – a guided wizard for creating a chart directly on the case detail.
3. Documents – component for displaying attachments and files.
4. Approval Process – a pre-built component for displaying the approval workflow status.
5. Dynamic Rows – displays dynamic rows with support for filtering, totals, and data export.
6. Overview – displays data filtered based on values from the current case; useful for e.g. matched invoices on a purchase order or other related processes.
7. Script – for scenarios not covered by the pre-built components, allows writing a custom React component.

Dynamic Conditions Builder

Basic dynamic conditions can now be configured through an intuitive builder with pre-defined validations – no coding required. For more complex logic, a direct script editor remains available.

Task (Activity) Settings – Redesign and Simplification

Task configuration has been both visually redesigned and simplified. The most common setting combinations are now accessible in just a few clicks.

Notification Centre – News & Announcements Management

A new News Management tab has been added to the administration. Users with the $NewsManagement role can create and manage news items and announcements that are displayed to users across the application based on defined criteria.

Full documentation available here.

Smart Event – New Activity Type

Smart Event is a new task type that can be tailored to specific needs. Currently available examples include a Smart Event for ChatGPT and other AI service integrations – configured without writing any code.

Smart Events will be added over time and work as plugins – they can be prepared and imported into the platform without a full system upgrade. Smart Events execute automatically and require no manual action from users.

Scheduling – Redesign and Advanced Recurrence

Process scheduling has been completely reworked: a cleaner interface for administrators and expanded recurrence options, particularly for setting intra-day frequency.

Admin Management of User Overviews

Users with the $OverviewAdmin role can look up and edit any user's overviews. Case access permissions follow standard rules – the role only grants the ability to view and edit overviews themselves.

The overview owner is now also visible on each overview.

Minor Improvements for Faster Workflows

• Direct navigation to a specific script from calculations via the eye icon.

• Direct navigation to the Case Overview editor from the case detail.

• Variable assignment can now be edited directly from a given task.

• All dynamic conditions can be disabled at once – without commenting out the entire code block.

• The calculation editor window can now be enlarged.

• Variable search and selection in fields that support both a variable and free text input.

AI Translations

Wherever multilingual content is managed, AI-assisted translation is now available. A translation is triggered by clicking the AI translation icon.

Improved Calculation Helper

Calculations now include syntax hints, making it immediately clear how each calculation should be used. Filtering in the calculation list has also been improved.

Platform Configuration Redesign

Platform configuration has been completely redesigned. All settings are now clickable, organised into logical sections, and accessible via a tree menu on the left or through search. The default value for each setting is also shown.

Full PostgreSQL Support

The platform now runs on PostgreSQL, bringing lower operational costs, higher performance, and better scalability.

Dynamic Tables Redesign

The Dynamic Tables section has been completely redesigned.

Sequences Redesign

The Sequences section has been completely redesigned. Each sequence now also shows when it was last used.

Roles and Competences Redesign

The Roles and Competences section has been completely redesigned. When copying roles, the copied roles can now be reviewed and adjusted before saving.

Copying a role from one user to another:

Template Redesign

Header settings, templates, and all related tables have been updated to the new visual style.

Process Graph Icon Revision

Icons used in the process graph have been revised and expanded with support for additional task types.

Global Text Lists

Text lists were previously bound to individual cases – adding a new option or making a change did not affect already running cases. From version 5.15, text lists are global (template-level): any change takes effect immediately across all active cases.