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Release Highlights - Cloud



Version 18.2.3  | 


Diagramming

The diagram properties sidebar now includes an expand arrow at the bottom, which reveals button labels. The sidebar is collapsed by default. Whether you click to expand or collapse the panel labels, your preferences will be saved for your convenience when accessing other diagrams. This change is available for all checked out and checked in diagrams, and regardless of cycle status.


API Reporting

We now provide quick access to the total number of results and number of results in the current dataset, so I can implement paging and other count-based reporting. Both the /api/reporting/list REST API endpoint and the /IceQ/query in-platform endpoints contain two new JSON properties:

  • totalCount (the total number of results, prior to culling the result to its sublist - see subResult method in IceQResult.java)

  • count (the number of results included in this API call - if a sublist is used, then the number of items in the sublist, otherwise equivalent to totalCount)






Version 18.2.1  | 

Narrative

New Incoming and Outgoing Work Product Relationship

The relationship "Work Product Flow" is now available as an option in both the Described Object and Shape List sections in your Narrative reports! With this addition to Relationships, we can now show what triggers processes and what they produce. Process owners and performers can now include inputs and outputs for any activities described by diagrams and their shapes in their narrative reports.


  1. Create a new Report object
  2. Under Settings select the Narrative Template
  3. Under Content Type select A Diagram
  4. Add the sections Object Described By Diagram and Shape List
  5. Under Relationships you’ll find the two new Work Product options, Incoming Work Product and Outgoing Work Product.


  6. Drag and drop them from Not Included to Included
  7. Check In the Narrative Report for later use
  1. Access that same diagram, with the Process object you configured to include Work Product Flows selected as the described object
    1. Go to File > View Narrative > Choose Narrative


  2. Select the Narrative report you configured to include the sections Object Described By Diagram and Shape List


  3. Click Confirm Selection
  4. This will open your narrative report in a new tab which includes the new shape and diagram-level Work Product Flow data



Version 18.2.0  | 

Default Zoom Level For Web Diagrams

You now have the ability to set default zoom level for web diagrams. The two options are "Fit all" which puts the entire diagram in frame, and "100%". This setting affects all new and existing web diagrams. This does not affect igx diagrams.

  1. Available under Repository Configuration > Advanced
  2. In the Diagrams section, there are now two default zoom level options


Fit all zoom level


100% zoom level



Administrative Owner

Newly created objects are given an administrative owner automatically. Now, the default administrative owner can be changed to either the creator of the object, or a specific user.  



  1. Access the Main Menu > Repository Configuration > Policies
  2. Scroll down to Default Administrative Owner
  3. Select either of the following:
    1. New objects are owned by the creator of the object
    2. New objects are owned by a specific user




Version 18.1.0  | 

Display Fields Early Access

Early Access provides an opportunity to explore our latest features before they are released to the world! These features are still in-development, so we would love your feedback.

How to enable Early Access features

  1. Go to Administration → Server Settings
  2. Navigate to the Early Access tab
  3. Toggle the Early Access features that you would like to enable


The Display Fields functionality in the diagramming area has been completely rebuilt and included in Early Access. You are now able to easily edit, arrange, merge and present much more information contained in your diagrams. These new capabilities are available at the shape-level and at the diagram-level for bulk configuration. While there are many changes to Display Fields, the major features are outlined below. For more detailed documentation, visit the Display Fields page.

Display Fields Panel Redesign

The Display Fields panel has a new look and feel. The placement compass allows you to select where a data will be displayed relative to a shape. The new toggles allow you to quickly see and adjust settings. Categories of fields are groups for easier browsing and selection.


Diagram-Wide Field Editing

If you have nothing selected, you are in All Shapes mode and any changes you make will apply to all shapes in the diagram, including newly added shapes. If you turn a field on while in All Shapes mode, you will see that it added the field to every existing shape in the diagram. By selecting an individual shape, you are no longer in All Shapes mode and can add/edit fields specific to that shape. All Shapes fields cannot be edited on individual shapes.


Field Merge

Fields can be merged together for convenient group selection and editing. Select multiple fields by Ctrl/Cmd + Clicking each field you want to merge. Then click the placement dot on the compass. The now-merged shapes will move to the selected location. This only applies to fields in All Shapes mode OR individual shapes mode. You cannot merge fields across different modes. To un-merge a field, select the individual field in the merged group of fields and move it to a different location on the placement compass.


Click here to learn more about Display Fields


Diagram Area UI/UX Improvements

Fly-Out Menu Removed

The fly-out menu in the diagram view has been removed. You can now access the Diagram, Details, Relationships, Item Properties, and other tabs without having to first click into a menu.


Diagram Panel Labels

Quickly find and access diagram area features with the new panel labels.


Proposed Object Requirements

The Describes panel now includes a Requirements link which displays the Summary information of Proposed Object Requirements. This feature provides convenient reference material when proposing or approving the creation of new objects. Architects are able to select Requirement objects for this purpose in the Policies section under Repository Configuration.

Create A Proposed Objects Requirement

  1. In the Model area, access the Requirements folder
  2. Add Object > Select Type > Requirement
  3. Name the Requirement
  4. In the Summary field, define what requirements you want to include for newly proposed objects. Text entered here will be accessible in the Describes panel
  5. Adjust any other details
  6. Click FINISH
  7. Requirement objects are automatically approved for use

Utilize A Requirement In Repository Policies

  1. Main Menu > Repository Configuration > Policies
  2. Scroll down to the Modeling section
  3. Proposed Object Requirements
  4. Click CHOOSE REQUIREMENTS
  5. Search for the relevant Requirement objects, more than one can be selected
  6. Click CONFIRM SELECTION
  7. You will find your selected Requirements listed, where they can be accessed or removed

Access Requirements In The Describes Panel

  1. Access a checked-out diagram
  2. Open the Describes Panel
  3. Click NEW OBJECT
  4. To the right of Proposed Object there is now a Requirements link
  5. Click Requirements
  6. The Summary information of the Requirement(s) selected in Policies will appear


Custom Themes

Administrators can now create new global and repository level themes with any hexadecimal values they want. This means that iGrafx themes can be customized to match your organization's branding, look, and feel.


Version 18.0.0  | 

UI Redesign

Following feedback from our customers we’ve moved our platform to a more modern design focusing on some key areas: accessibility, scannability, and introducing a modern look and feel that users are more familiar with. We now have cleaner calls to action and pages with scannable hierarchy to help relieve decision fatigue.

Change Languages

The quick language change was relocated to the profile dropdown menu. As a Designer or Architect you can quickly change between more than one language, it will populate the languages available. This does not change the UI language, only the content language.

Profile Area

The Profile area now includes a profile image editor. By default, your icon displays your initials. The design of the profile area and its tabs have been updated.


  1. Click your icon in the redesigned top menu
  2. Click My Profile
  3. Under the Settings tab, click Edit Image
  4. Upload an image file you would like to use
  5. Position your image in the image frame, scroll up or down in the frame to adjust zoom.
  6. Click Save


Dashboard

The Dashboard area has been redesigned for accessibility and ease of use. Gadgets and their buttons look and feel more modern.


Tree

The design of the Tree, its resizing controls, and the icons of its contents have been adjusted for clarity, accessibility, and alignment with the repository theme.


Search has an improved design to make finding content more accessible and fast. The layout of the Quick Search results has been adjusted for simplicity and ease of use.


Clicking View All in the search takes you to the updated results page. Filter groups, the results list, and the search field are now more distinct and legible.


Login And Logout

The modern visual update also applies to the login and logout experience.



Diagrams

Navigation Template

New diagram template available! Create maps where the whole shape is clickable when there is a link on the object. When clicking anywhere on a shape with more than one link, the links panel opens as if you clicked on the link icon. If the shape is a call activity, it treats the entire shape as a clickable area to navigate to the called activity. This makes it easy for users to explore your organization and its various content areas and processes. This functionality is available on Dashboards using the diagram gadget, and is now also available in the Model area.


How to create a navigational diagram

  1. Find a suitable folder and click Add Object
  2. The Template menu now has a Navigation option
  3. Fill out supporting details and click Finish


Diagram Grid Default

Diagram grids can now be turned on or off by default. 

How to adjust diagram grid defaults

  1. Open the Main Menu
  2. Open the Repository Configuration submenu
  3. Click Advanced
  4. Under Diagrams, there is a new "Show grid by default" checkbox


Dashboard Gadgets

Navigational Diagram Gadget

A convenient way to route employees to the repository content they need. The diagram gadget no longer requires an approved version.


Expand Diagram

The Open button on the diagram gadget is renamed to Expand for a better user experience. Functionality is the same; open gadget diagrams into the diagram area for more in-depth, fully-featured browsing. The button label is an adjustable UI component (property name: expand_diagram_gadget_button). To learn more, review our Customizing the iGrafx Platform's Appearance document, or reach out to iGrafx Customer Success.


Quickstart Gadget

Configure the Quickstart gadget buttons to speed up the object creation process. Give users quick and easy access to diagram and enterprise object folders from the Dashboard area.


  1. Access the Dashboard area
  2. Click Add New Gadget
  3. In the resulting blank gadget, click Configure Now
  4. You can toggle the Create buttons you prefer
  5. You can also include shortcuts to any folder, enterprise object, diagram, or external file you prefer
  6. When you are finished, click Save Changes

Dashboard Select

The dashboard selection menu is now available in the Dashboard area, as well as the settings icon.


 Permanent Deletion

Items moved to the Recycle Bin can now be permanently purged from the repository. Users with the 'View All Deleted Objects' repository permission can delete ALL objects in the Recycle Bin to permanently remove those objects.

  1. Open the Main Menu
  2. Click Recycle Bin
  3. Above the object list there is a total count and the option to DELETE ALL 
  4. Your are given the chance to CONFIRM your decision. Deletion cannot be undone.
  5. The platform may take a few moments to process the deletion
  6. The Recycle Bin is now empty


Click here to read more about the Recycle Bin


Info Center

The Info Center has 11 new walkthroughs for a variety of fundamental features geared toward making onboarding new users more efficient. All guides have been redesigned to function even better with the new UI design.

Version 17.8.5  | 

Restore Deleted Items

Items that were deleted can now be restored to their place in the repository! The Main Menu now includes "Recycle Bin" which takes you to a list of your deleted items. Those with permission can view and restore items deleted by other users as well.

To restore one or more deleted items, do the following:

  1. Navigate to the Recycle Bin area via the Main Menu.



  2. Locate and check the box of the file(s) you would like to restore. Please note that child objects cannot be restored until their parent folder is first restored. In the image below, you can see the child objects are greyed out.



  3. Click the Restore button and wait for the "Success" notification.



  4. Now your files are returned to their original locations!



Object Delete Update

With the inclusion of the Recycle Bin, deletion now requires the user to provide a comment for their decision to delete. This provides important context for past decisions, helps narrow down results when searching for an object to restore, and gives users an opportunity to confirm their actions.

  1. Navigate to the Model area and browse for the item you want to delete.
  2. Right-click the item in the Tree, and click Delete Object.



    Alternatively, check the item's box in the Contains section, then click the Delete button on the bottom-right.



  3. In the resulting dialog box, provide a brief message that provides context for your decision.



  4. Click Delete. Your item will appear in the Recycle Bin should you wish to restore it to your repository.


New Administrator Permissions

Administrators can adjust permissions surrounding view/edit rights related to other users' deleted objects.

Info Center

Guides available for new features including the Recycle Bin, new object Deletion behavior, ArchiMate shapes and lines, and the improved Display Fields panel (for those with the feature flag enabled). All of these product walkthroughs are available in the What's New section of the Info Center!


Localization

The Info Center and most of its contents have been localized to Chinese, French, German, Japanese, Polish and Spanish. The new language selection menu can be found at the top of the Info Center. Localization for new content is an ongoing process.

Early Access

Early Access provides an opportunity to explore our latest features before they are released to the world! These features are still in-development, so we would love your feedback.

How to enable Early Access features

  1. Go to Administration → Server Settings
  2. Navigate to the Early Access tab
  3. Toggle the Early Access features that you would like to enable

ArchiMate Support

ArchiMate shape libraries, lines and arrowheads, and a new default template are now available behind a feature flag. The ArchiMate modelling language supports the description, analysis, and visualization of architecture within and across business domains.

How to add ArchiMate shapes and symbols to your existing diagrams

  1. Check with an administrator to confirm the feature flag is enabled
  2. Access a checked-out diagram
  3. Open the Shape Libraries panel and click MANAGE at the bottom



  4. Find and check the boxes for the ArchiMate libraries you would like to use. Your options are ArchiMate Shapes, ArchiMate Symbols, or ArchiMate All (containing both shapes and symbols) 



  5. Click UPDATE to confirm your selections
  6. Access your selections via the menu at the top of the Shape Libraries panel as usual

How to create a new diagram using the ArchiMate template

  1. Check with an administrator to confirm the feature flag is enabled
  2. Create a new diagram using your preferred method (New Diagram button, right-click Tree folder, Add Object, etc.)
  3. In the resulting dialog, make sure Diagram View is selected
  4. Click the Template dropdown menu, then select ArchiMate



  5. Add any other details to your new diagram, then click Finish
  6. By default, the resulting diagram canvas provides a handy reference guide for all the ArchiMate shapes, symbols and lines and their meanings


How to create a new diagram using the ArchiMate template

  1. Check with an administrator to confirm the feature flag is enabled
  2. Access a checked out diagram
  3. Click the Dashed Lines icon in the top menu, here you will find the usual line styles, plus the new ArchiMate styles



  4. To the right of the Dashed Lines icon, you will find the start and end arrowheads menus that include the new ArchiMate arrowheads



Version 17.8.4  | 

 UX Improvements

Dashboard Area

The new Dashboard area layout leaves more room for your gadgets and other dashboard contents by organizing the settings and options into a convenient group in the top-right. The new gear icon reveals the dashboard selection menu and Filter By settings, and the new My Assignments settings. The fullscreen and filter toggles' behavior has not changed.



To use the new gear icon in the Dashboard area, do the following:

  1. Navigate to the Dashboard area via the Main Menu
  2. Click the new gear icon in the top-right to open the Dashboard Settings modal



  3. Here you will find the following:
    1. Dashboard: selection menu for dashboards in your repository behaves the same as the menu in the previous Dashboard area layout.
    2. Filter By: performance indicator filters that behave the same as before. Clicking the filter icon in the Dashboard area will toggle these settings.
    3. My Assignments: new functionality that reveals repository content in the Dashboard area based on RACI assignments.
  4. After making your selections, click SAVE to apply changes and close the modal.

Web Diagramming

Default font sizing

A default font size can be selected so that every label and annotation added to a diagram will be uniformly sized. You can set a default in template diagrams for further uniformity.



To set a default font size:

  1. Navigate to a checked-out diagram
  2. Make sure no diagram elements are selected
  3. Click the new Default Font Size icon in the top menu



  4. Make your font size selection



  5. Any new label or annotation added to the diagram will match the selected default font size. Note: setting a new default will not change existing labels or annotations.

Line spacing

The spacing between lines of text in a diagram can now be adjusted. Like many text editing programs, space between lines can be set incrementally from 1 to 2 line heights.


To adjust line spacing:

  1. Navigate to a checked-out diagram
  2. Select a diagram element with a label or annotation
  3. Click the new Line Spacing icon in the top menu



  4. Make your line spacing selection. Note: line spacing is not defaultable like font size.

Text Bracket control

The position of brackets on text annotations can now be adjusted. While BPMN diagrams tend to have brackets to the left of the annotation, we now offer more flexibility. Brackets can be adjusted for individual annotations, or a diagram-wide default can be set.


To adjust existing annotation brackets:

  1. Navigate to a checked-out diagram
  2. Select an existing annotation



  3. Click the new Text Bracket icon in the top menu



  4. Make your text bracket position selection.


To select an annotation bracket default:

  1. Navigate to a checked-out diagram
  2. Make sure no diagram elements are selected
  3. Click the new Text Bracket icon in the top menu



  4. Make your bracket position selection



  5. Any new annotation added to the diagram will be bracketed based on your selection. Note: setting a new default will not change existing annotation brackets.

Pan while dragging

Elements in a diagram can be clicked and dragged to the edge of the canvas to pan your view of the diagram. This allows for the intuitive movement of shapes across the full area of larger process maps.

How to click and drag to pan:

  1. Navigate to a checked-out diagram
  2. Click and drag an element to move it
  3. Drag the element to the edge of the canvas, as if to take it off-screen.



  4. Observe how your view of the diagram canvas moves. Note: this works in all directions around the canvas and with all diagram elements.

Improved Shape Legend organization

The Shape Legend is a helpful reference for the different types of shapes found in a diagram. When multiple similar shapes are present, the legend consolidates them in a more organized list.



How to access the Shape Legend:

  1. Access any process diagram (checked-in or checked-out)
  2. Go to the View menu and click Shape Legend



  3. This opens the newly-organized Shape Legend to the right of the diagram canvas

Improved shape selection behavior

Shapes with transparent, or hollow, areas are now easier to click so long as the shape is fully closed, like the complete circle in the example below. You can click anywhere within a shape's total area to select it, rather than having to select a stroke or filled area. Users will still have to select a stroke or filled area if the hollow area is not fully enclosed.


Dashboard Gadget

Custom Object List Gadget

Now provides a checkbox to include or exclude parent objects of items in your list. This new box is checked by default so it is compatible with the previous list behavior but can be unchecked at any time.



Layers

The Layers modal now offers Described Object RACI options to expose, support for Custom Properties with multiple lines of text and Rich Text elements, and consolidated entires for hidden and deleted custom property Relationships.





Version 17.8.3  |   

 UX Improvements

External File Cycles

New voting UI on external file previews lets users know they have to participate in a cycle. Users can see what cycle is in-progress and gives them the opportunity to vote and comment without having to navigate away from the file. Cycles are no longer interactions to search for but are now conveniently presented.



This voting interface is currently only available via the My To-do List feature. To access it you must do the following:

  1. When notified of your inclusion in an Approval cycle for an external file, go to the profile menu


  2. Click My To-do List to see the cycle information
  3. Click the item to see your options, then click VIEW ITEM


  4. This will take you to the new voting interface where you can conveniently inspect the external file, add any comments and submit your vote.


New and Improved Guides

New to the Info Center is a series of guides that familiarize users with the life cycles of content and how they are managed. The guides detail different types of cycles, how to create groups of participants, and how to start, stop and schedule individual and multiple cycles.


This release also includes fixes to guides that would close unexpectedly as well as improvements to their visual design. The adjusted guides include Welcome to iGrafx, Repository Tour, Creating Objects, Creating a New Diagram, and QuickMap.


History

Object history now includes the details of custom property changes. Diagram history data is optimized for approval and review workflows. When voting you can now enter the compare view, adjust filters, and quickly see what has changed between the proposed and previous approved version. Version comparisons now default to the full compare mode with changes outlined in the grid.

To view these changes to History:

  1. Navigate to a checked-in diagram
  2. Access the History tab (if you are in the diagramming area, first expand the flyout menu)
  3. Review the Timeline for the version you want to explore, then click COMPARE


  4. Double-check the version you would like to compare in the Compare dialog, then click COMPARE VERSIONS


  5. Now you can see the Object-level data, Summary, Purpose, Instructions and Custom Properties, included in the version coparison.


Additional UI Languages

The user interface now includes Croatian, Czech, Hungarian, Lithuanian, Romanian, Portuguese, Swedish, and Turkish as language options.

To adjust your display language:

  1. Navigate to My Profile


  2. In the Settings tab, under Display Language, you will find a drop-down menu with your currently selected language
  3. This menu now includes 8 more languages to choose from.


Other Enhancements

Templates

When creating a new diagram, the list of templates now clearly defines template folders and their contents to make selecting the right file easier. Also, users now have the ability to disable built-in templates.

Template folders can be selected doing the following:

  1. Expand the Repository Configuration menu and click Advanced
  2. Look for Template Folder under Diagrams


  3. Click CHANGE to access the repository search dialog


  4. Type in a folder name or browse the tree


  5. When you are finished, click CONFIRM SELECTION

Template folders can be selected doing the following:

  1. In the Model area, click NEW DIAGRAM
  2. Select DIAGRAM VIEW
  3. Expand the Template menu


  4. The new folder structure better illustrates parent-child folders and files


Web diagram

Connection points appear while editing lines giving users a clearer visual experience when editing diagrams to make things even and centered.



Search Filters

Rather than adjusting filter options and getting more results than you wanted, the search now filters by item name only by default. Users can then add additional filters for a more advanced search.

Journey Map Library

A set of shapes common to journey mapping have been added to shape libraries.

Browser Support

Internet Explorer is no longer supported


Version 17.8.2  | 

QuickStart Gadget

Start creating diagrams in record time straight from the Dashboards area with this all new gadget. New users can get busy mapping processes seconds after their first login and expert users will enjoy how much faster they can get to work. 


When configuring the Quick Start gadget a default folder can be set for any new diagrams created. This allows users to cut down on the time and clicks spent navigating to the Model area, browsing the Tree and selecting a folder. Now you can deal with file organization after you get your process knowledge captured, while the idea is still fresh.


Navigation Gadget

Display navigational diagrams from the Dashboard area with a new, highly configurable diagram gadget. This is a great way to provide a process house to coworkers by linking diagrams to other diagrams. Navigate easily between sub-processes with the navigation bar. Step back, return to the top level with "Home" and click "Open" to review the full diagram. Configure gadgets to show or hide linked objects for either a streamlined or comprehensive view of processes.


SOP & Narrative

The new View SOP (Standard Operating Procedure) button in the diagramming area shows diagram-level process data through a designed report. This data tool is intended to show pared down information like the process summary, purpose, instructions, etc. so users can quickly understand the context of the diagram they are reviewing. 


Also new to the diagramming area is the Narrative Panel. Similar in function to the View SOP button, but especially useful for reviewing shape-level data. Simply select a shape you would like to review, open the Narrative Panel, and see everything that it has to offer. Selecting other shapes refreshes the panel so you can easily review the various steps in a process. 


Default narrative reports can be adjusted in Repository Configuration under Advanced. Here users with permission can select existing narrative reports and set them as the new default template. 


Narrative Template reports can now be created for shape content. Previewing a Shape narrative template will take you to the selected diagram with the Narrative panel expanded. This preview allows you to select shapes and test your new report. 


Browsing iGrafx Guides

New to the Info Center is a series of guides that familiarize users with iGrafx as the hub for their process knowledge. The guides detail different methods of finding content, reading diagrams, understanding their organization's architecture, and demonstrating advanced tools and tricks. 


Path Stepper

Paths are now in the Languages Grid. In addition to being able to translate them one at a time, you can now translate paths via the grid. With this, the import and export for diagram translations also supports path names.


The selection functionality of the Paths tool now accounts for clicking lines as well as shapes. Now, if you click a line in a defined path, the Paths tool will keep your place rather than deselect. 


Comments

New to the Cloud, for both Web and IGX diagrams, is comment resolution. After a comment has been addressed, and the suggested edits complete, users with permission to do so may resolve those comments. In the Comment List you can see a list of comments that are pending and resolved. If a comment is mistakenly resolved, deleted, or unresolved, users who own or watch the diagram and the original commenter will receive new email notifications. This helps users keep track of the conversation surrounding a diagram. Deletion is still an option, now located in the "..." popup.


Users can now snap comments to diagram elements so that when a those elements move, the comments moves with them.


It is now possible to configure a report to see open comments in the repository. This helps users find the diagrams that have comments that have not yet been resolved.


 Layers (Early Access)

New to Early Access, Layers allow diagram viewers to visualize diagram element custom properties over a web diagram. The new button in the diagram area gives users the ability to choose what data is most relevant to them and see it in the context of the process flow.


This tailored experience automatically accounts for potentially redundant Display Field information that may already be showing. This also prevents users from having to create new versions of diagrams with certain data showing to accommodate the different needs of their coworkers.


Other Enhancements

External File Preview

Users now have the ability to jump to external file from the file preview if not already viewing it. Also, the Action Required notice appears in files previews if there are open actions. These can be resolved by jumping to the file or exiting the preview if already there.

Deleted users in Cycle groups

Cycle groups now highlight deleted users, and prompts cycle managers to edit cycle groups with deleted users. If you edit groups with deleted users and save changes, it notifies you that a deleted users will be removed.

To-do List

When navigating to a file in need of attention in the To-do list, users can view those files and download them directly from the list, rather than having to navigate to the file's location.


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