20.1.0 Datacenter Highlights
Use your own template's setup in QuickMap
When you create a diagram with QuickMap, you can now base it on one of your repository's templates. QuickMap applies the template's styling, headers and footers, and page setup - so new diagrams match your standard look - while still building the shapes from your QuickMap input. The template's own shapes aren't copied.
Report on diagram type
Reports can now use Diagram Type - BPMN, Value Stream Map, ArchiMate, Journey, and the other diagram kinds - as a property or a filter, for both web and IGX diagrams. Slice a report by the kind of diagram, or list each diagram's type in the output.
Read more: IQL query properties
Report on shape notes
A new Note property reports on the notes attached to diagram elements, alongside shape text, describes, and custom properties - in both web and IGX diagrams.
Read more: IQL query properties
Add a Text Search report to a dashboard
The List Report gadget now accepts a Text Search Report, so you can place a keyword search - scoped to the folders, fields, and filters you choose - directly on a dashboard.
Export cycle groups to Excel
From a repository's cycle-group configuration, Export as Excel downloads the cycle groups as a spreadsheet - including nested group structure, members, and assigned objects - for analysis, documentation, or reporting.
Categorize processes with process types
Process objects can now carry a type, the way Journeys, Capabilities, and Resources already do. A new Process Types repository-configuration screen manages the list, which ships with a ready-made hierarchy of Management, Core, and Support processes. Every existing process is set to a neutral Standard type on upgrade, so your data stays consistent.
Increment versions when you bulk-start approval cycles
Starting an approval cycle on several items at once can now increment each item's version on approval - the option already available when starting a cycle on a single item. Because the selected items can be at different versions, you choose which part of the version number to bump, and each item increments from its own current version.
Glossary terms link automatically in diagrams
Diagram shape text now links automatically to matching glossary terms. An administrator sets this per repository - all glossaries, selected glossaries, or off - and the links respect permissions, so each reader sees only links to glossary content they can open.
Include pools and lanes in narrative reports
Narrative reports can now include pools and lanes - with their names, notes, described objects, relationships, and custom properties - not just activity shapes. The option applies both on screen and in the Word and PDF export.
Read more: Narrative reports
Names and email in the user assignments export
The Download User Assignments export now includes each user's first name, last name, and email address, so administrators can identify users by more than their username - in both the Excel download and the matching API response.
A cleaner built-in BPMN Core shape library
The built-in BPMN Core library - the palette offered in new BPMN diagrams - drops shapes that aren't core to BPMN (the Embedded and Collapsed Sub-Process, User and Service Task, and Terminate event) and adds Data Object to encourage showing work-product flow. This changes the palette only; shapes already placed in existing diagrams are untouched.
Diagramming - Combine Several Pools Into One
Select several pools in a web diagram, right-click, and choose Convert Selection to → New Pool. iGrafx wraps them in one new pool and turns each selected pool into a lane, keeping each pool's name, its own lanes, its shapes, and its styling. It's a quick path from separate participant pools to a single cross-functional diagram.
Templates - Custom Shape libraries apply to QuickMap and BPMN import
When you create a diagram from a template with QuickMap or via BPMN import, the shapes now follow the template's custom shape library - so a generated diagram looks like your standard shapes instead of the default theme. The import option is also available through the REST API.
Reporting Improvements
COUNT Function for IQL
Reports gain a COUNT function for the iGrafx Query Language (IQL): wrap a relationship or list property in count(...) to report how many values it holds, show that number as a column, or filter on it — for example count(responsible) > 3.
Read more: Use IQL in a report
Choose a Report Download Format
When you download a report, you now choose a format: Process Design view, which matches the on-screen report with clickable object names, or Plain data view, a basic dataset that adds fields such as object ID and type. You can save that choice so future downloads skip the dialog.
Narrative Reports - Hide Empty Sub-sections
Narrative sections that list fields can now leave out the empty ones. Turn on Hide empty sub-sections so a narrative shows only the fields that have a value.
Read more: Narrative reports
Search - Dashboard Content Included
The search index now covers dashboard titles and the text in rich-text gadgets. Add Dashboard Content to the Search in filter to find dashboards by what they contain.
User Management - See Each User's Directory Source
The User Details page in User Management now shows each account's Directory - the identity source it belongs to, whether the local directory or a connected LDAP or SCIM directory.
Object Picker - Search by Object ID
Object pickers now recognize a numeric search as an object ID: type an object's ID and the exact match is listed first, even when its name doesn't contain those digits.