# Google Analytics

Release Highlights - Cloud



Version 18.3.5  |   


Cycles - Default Cycle Schedule Configurability

The default setting for scheduled cycle intervals is now configurable.

When a cycle is set to recur on an interval a default interval length is proposed. This default length may now be changed.

  • Out of the Box, the default interval is 26 weeks
  • Update this default interval if your organization has a standard interval for which it needs to perform recurring cycles, thereby reducing clicks users must make to setup standard review cycles
  • Adjust the default cycle interval via new config variable igrafx.repository.CycleScheduleInterval


Details of igrafx.repository.CycleScheduleInterval are available via the API

Navigate to the API documentation via logging into Process360 Live Process Design → Administration → Support → REST API → iGrafx Platform API Documentation → Administration → Repository Management → Get repository configuration variables

IQL - New IQL properties to report on Group and User role assignments

New IQL properties are available to report on group and user role assignments.

Build reports that return role assignments for users and groups

Two new IQL properties are available:

  • groupRoleAssignments
  • userRoleAssignments

Learn more about these and other IQL properties


Early Access


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 you would like to enable



Diagramming - New Diagram Experience

The diagramming interface is updated to include two sidebars with more features moved out of the top menu.

Note: This early access feature will see more significant changes in functionality and user experience for the next several releases compared to many early access features. 

Features in the top bar, most notably in the Arrange menu, are moved to a new sidebar to be more exposed

  • Contextual tools are on the right sidebar and non-contextual tools are on the left sidebar
  • Introduction of left and right sidebar panels enables improvements in workflows that regularly toggle between two tool drawers
  • The left and right side panels may be opened simultaneously, reducing clicks and context switching requirements for certain workflows
  • Ribbon style sidebars make features more findable


Documentation to Learn More

Note: Documentation may contain information on additional features soon to be released as the documentation is updated between release cycles

nde-dual-sidebars.png

Diagramming - Unconstrained shape label placement 

Shape labels, including those from Display Fields, may be placed anywhere on the diagram and maintain their relative position to the shape

Note: This functionality is behind the Process Metrics early access feature flag. Enable Process Metrics to use this feature.

  • Shape labels are no longer constrained to a limited distance from a shape
  • Users setting up Journey Maps may now use label functionality to represent different roles or steps in the Journey Map


Visual Updates

List of minor visual updates made in 18.3.5

This list of visual updates is provided for customers that need specific awareness of UI updates to Process360 Live Design.

Vertical divider between Object Tree and Viewing pane updated from thick blue bar to thin grey bar

Note: Special attention was given to maintain the size of the hitbox that allows users to resize the object tree

Two different global repository icons have been merged into a single grey icon


Old:

New:

Many icons are updated from .png to .svg so they appear less pixelated at all display sizes

The same icons are used, they will now appear slightly sharper / less pixelated

The top bar had the following changes:

  • Search bar is centered and shortened in length with a grey background
  • Help icon is updated
  • Alert / Notifications Icon is updated
  • Profile buttons without an image are a grey circle with white text representing initials of first and last name


Product Blog

The Product team has started a new blog. Check out the blog if you want to learn more about what the Product team at iGrafx is thinking.

New blog posts since the last Release:


Version 18.3.4  | 

Admin - Show Live Diagram Data Configuration

Admin may now configure if model updates display on the latest Approved versions of diagrams without a new Approval Cycle.

View of the latest version of Approved Diagrams may be configured in two ways:

  1. Latest Approved Diagrams always show the exact state of the diagram and all Described relationships when it was Approved
    1. Used by customers that always need to know the exact diagram specifications at time of diagram Approval
  2. Latest Approved Diagrams show Live model data, displaying the latest Describes relationships
    1. Used by customers that want users to see the latest Describes relationships, such as updated Resource names, without going through another approval cycle

Specify this configuration in:

  • Repository Configuration → Policies → Modeling → Always show live data for latest visible versions of Diagrams

Note: This only changes what users see on the most recent approved version of diagrams. Prior approved versions of a diagram will continue to display the diagram at the time of approval.

Learn more here. See section on Modeling.

UI Update - Diagram Tab Colors

Styling updates to Diagram Tabs only color and underline the text of the current selected tab.

Strategic use of color brings attention to what is in focus without oversaturation of the workspace


Early Access


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 you would like to enable


Diagramming - Metrics Name Column Resizing

Metric names in the Metrics Panel may now be resized to the desired width.

Resize the Metrics name column in the Metrics Panel to the desired width.

  • Increase the width to see the full name of your metrics
  • Decrease the width to have more space for your metric values


Note: Requires Early Access Feature 'Process Metrics' to be enabled

Learn more about metrics here.

Version 18.3.3  | 

Diagramming - Auto Font Sizing

Select Auto font size while diagramming to have font sizes auto adjust to fit the shape size.

Increase diagramming productivity by using the Auto font size

  • Text will re-size to fit in the shape 
  • Increase/decrease the size of the shape and the font size will increase/decrease

Learn more here. See section on Font Sizing.

Early Access


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 you would like to enable


Diagramming - Value Stream Mapping

New diagram type now available: Value Stream Map.

Find waste in your processes by evaluating value streams

  • Organize and manage all stages of product or service delivery, including interactions with suppliers and customers
  • Model all the actions required to deliver a product or service to a customer
  • Create value for customers by eliminating waste and focusing on customer demand
  • Dramatically lower inventory, decrease lead times, gain capacity, increase quality, and have satisfied customers
  • Calculate TAKT time
  • Automatically create a VSM timeline for any process step


Note: Requires Early Access Feature Diagram Defined Custom Properties to be enabled

Learn more here.

Diagramming - Lane Based RACI

Use pool lanes to define RACI relationships while diagramming

Improve productivity by using lanes to define RACI relationships when diagramming

  • Create new processes or activities in a lane and see a RACI relationship be auto-created when describing the process
  • Move a shape to a new lane and have the RACI relationship auto-update


Learn more here.

Version 18.3.2  | 

Diagramming - Format Painter Improvements

While diagramming, specify which formatting to copy from one shape and apply to other shapes.

Select a shape and click on the Format Painter to copy its formatting. Select other shapes to apply the formatting at the click of a button.

  • Click the Format Painter dropdown to select between All, Shape Styles, and Text Styles


Diagramming - Rapid Pool Resizing

While diagramming, move a shape inside a pool to the edge of the pool to increase the size of the pool more rapidly.

Pools are more responsive when dragging shapes to the edge of the pool to increase the size of the pool.

  • Moving a shape with sufficient speed will continue to move it out of the pool

Proposed Objects - Proposed RACIs for Display Fields and Layers

Proposed RACI details are now displayed in Display Fields and Layers.

RACI details that are proposed and not yet approved may now be shown on the diagram with Display Fields and Layers

Version 18.3.1.1  | 

Diagramming - Select Every Shape

Select every shape on a diagram of the same type

Right click a shape in a diagram to select every shape in the diagram of the same type.

  • Improve productivity by selecting all shapes of the same type on a diagram in two clicks
  • Improve productivity by not accidentally selecting shape of the wrong type


Learn more here.

Rest API - Update properties of External File Objects

Users with permissions to update properties of External File Objects may use the REST API to update properties of External File Objects

See API details at: Administration → Support → REST API → iGrafx Platform API Documentation → API → External Files → External Files → Update Properties on External File

Early Access


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 you would like to enable


Diagramming - Metrics

Overlay metrics in diagrams to generate operational intelligence.

  • Add metrics to process objects to analyze your processes and quickly determine where to focus efforts for improvement
  • Create compelling 1-page stories to help executives see where action needs to be taken
  • Align teams around processes based on real outcomes
  • Explore specific paths within a diagram and see how metric totals adjust for each path
  • Heatmaps allow users to immediately identify high and low points in a process via color coding
  • Set metrics based on repository level or diagram defined Custom Properties


Learn more here.

Anti-Virus Scanning

Scan external files for viruses when uploaded and downloaded in Process360 Live to keep your business safe.

Learn more here.


Version 18.2.6.1  | 

Admin - Self-Service SAML Support

Self-Service SAML is now available for new customers. Self-Service SAML enables system administrators to configure SAML authentication options for SSO. Existing customers that want to use SAML Self-Service features will gradually see this authentication functionality roll out in future updates.

Notes:

  • Only Server Role users with Manage User Directories permissions may modify SAML Self-Serve functionality
  • Customers that want SSO Only Authentication will need to contact Customer Support

Find more details on SAML Setup here.

Admin - E-mail Domain Allow List

Domain whitelisting for authentication is now available. This allows system administrators to only allow users from specified pre-approved domains to login, regardless of any other credentials a user may have.

Note:

  • Only Server Role users with Edit Server Settings permissions may modify e-mail domain allow list functionality

Dashboards - Open External Links within iFrames

External links may be opened within iFrames on Dashboards enabling users to view the contents of external links without having to open them in another browser window

Diagramming - BPMN Error Checking Rules Expansion

BPMN Diagrams with standalone event shapes that are not connected now generate a warning icon and message


Note: 18.2.6.1 Release Highlights also cover 18.2.6.2 and 18.2.6.3 releases


Version 18.2.6  | 

Diagramming - Paths

Path functionality is significantly expanded, including support for parallel paths and paths with multiple start and end points.


Paths functionality has been enhanced in a variety of areas.

  • Selecting multiple paths highlights each path in a different color (which is listed in the paths list). Note that the Narrative view button is disabled when multiple paths are selected
  • Paths are differentiated through shape and line color, as well as line and arrowhead thickness; this functionality is also present when the diagram is checked in
  • Set multiple start and end points, and click lines to add them as waypoints
  • Diagram elements not included in paths are faded out, and dashed lines to disconnected shapes can now be removed
  • Use iGrafx API to collect complex path data
  • Path selection will now be displayed when exporting to image; multi-path selection can also be exported
  • Enter a URL to navigate to a diagram that already has the desired path highlighted


Repository Search - Search by Object ID

Find objects in a repository by Object ID with the new Search functionality. 


Enter an Object ID as a search term to quickly navigate to a repository Object.

Increase productivity by navigating directly to objects you interact with frequently.

  • Enter an Object ID and press Enter to see your search results
  • Filter by Object ID in the Search Results page
  • Early Access Feature: Quick Search
    • Option to select Object ID as a filter in Quick Search dropdown

Note: Object ID's may be added to search result column headings or extracted from URLs

Example: https://subdomain.igrafxcloud.com/Process/pe/obj/258  The Object ID for the URL above is 258

Learn more about paths here


Editing - Bulk Selection in Contains area

Select multiple objects for editing in the Contains area of Model Tree Folders and Enterprise Objects.


Select objects in the Contains area to:

  • Manage Cycles
  • Move
  • Copy
  • Delete

Note: Not all objects have all cycles available; the cycle management area will list cycles common to all selected objects.


Diagramming - Hide Pool Headers

Pool headers can now be hidden.


Adjust the appearance of diagrams by optionally hiding Pool headers.

  • Select a Pool and toggle the Hide Header option in the Diagramming Properties panel

Note: When error checking is on, Pools in the top-level process of a BPMN diagram show an error when their header is hidden.

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 and we would love your feedback. 


How to enable Early Access features

Option 1: System Administrators

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

Option 2: Individual Users

  1.  Go to Profile → My Profile
  2. Navigate to the Early Access tab
  3. Toggle the Early Access features you would like to enable

Note: Not all Early Access features can be enabled from the Profile area. 

System Administrators:

Individual Users:


Diagramming - Diagram Defined Custom Properties Early Access

Create custom properties at the diagram level.


Diagram Defined Custom Properties Early Access

Similar to Custom Properties configured for a repository, modeling data can now be stored at a diagram level.

  • Capture information not predefined in iGrafx
  • A variety of property types are available for customization (text, number, Date/Date and Time, true/false, selection list, repository relation, duration, distance, and percent)
  • Limit the data displayed by selecting shape types for it to appear on
  • Display Fields and Custom Properties panels will update automatically

Learn more about Diagram Defined Custom Properties here.


Diagramming - Shape Numbering Improvements

The Shape Numbering interface has been updated with ease of use in mind.


Shape Numbering Improvements

Shape Numbering is now easier to use.

  • This Early Access feature flag is enabled by default
  • The Shape Numbering Improvements feature flag can be toggled in the Profile area, as well as in the Administration area
  • Display shape numbers for all shapes, or selected shapes
  • Number shapes manually, or use the Auto renumber functionality

Learn more about using the Shape Numbering Improvements here.


Visio Import Improvements

  • Importing more than one VSD and VSDX files no longer automatically checks out those files
    • Note: VSD or VSDX files uploaded individually will still be checked out by default on upload
  • Refreshing the page after importing Visio files resets all checkboxes, eliminating the need to deselect files that have already been imported

General Improvements

Dialog - Improved Focus

Dialogs that have a single input box may be typed in immediately without needing to select the input box before typing. 

Repository Tree - Updated Look

  • The repository tree expand/collapse button is increased in size to make it easier to find and select
  • The repository tree expand/collapse performance is increased
  • The repository tree scroll bar is updated to be consistent with the rest of the the Process Design platform

Automation - Appearance

Automation diagram properties panel no longer appears without an active Automation module, decluttering the diagram area.

Version 18.2.5  | 

Reporting - Diagram Comments

Reports now have a new Filter/Property that can be used to return information on diagram comments.


View details on diagram comments in Reports:

  • Comment author
  • Comment content
  • Resolved status comment (true or false)
  • Number of open comments

Learn more about IQL properties here.

Diagram Tools - Format Painter

Copy line styles and shape colors to apply them to other shapes with the Format Painter.


Set a line style and shape fill and use them for other diagram elements.

  • Easily give your diagram elements a uniform look and feel
  • Mouse cursor changes to a painting icon to indicate Painter mode is active
  • Exit the Painter mode by clicking the icon again, or simply selecting another tool/command

Diagram Compare - Zoom Controls

Zoom controls are now available in the Overlay when comparing diagram versions.


  • Easily control the zoom level while using diagram compare
  • Zoom controls are conveniently located in the menu bar, as in the diagramming canvas view

Narrative Reports - Shape ID Toggle

Shape IDs can now be displayed in place of Shape Numbers in Narrative Reports.


Internal Shape IDs can be used to identify your shapes in the Narrative report. 

  • Access the Shape ID toggle in the Shape section of Shape Narrative Report templates, or in the Shape List section of Process and SOP Narrative Report templates
  • Toggle the Shape ID on to have the report use the Shape ID instead of the Shape Number

Note: Shape ID and Shape Number do not have to be identical.

Visio - Visio Import Early Access

VSD and VSDX files can now be imported and converted to iGrafx IGXW diagrams as an Early Access feature.


Visio Import 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


With the Visio import diagrams feature enabled, you can consolidate work and convert your Visio diagrams to IGXW.

  • Upload Visio files as External Files
  • Import one file or multiple files and configure them on import
  • Continue to use the platform while the import job runs in the background (notification when done)

Learn more about importing Visio diagrams here


Version 18.2.4  |  

Diagram Tools - Adjust Space Tool

Add or remove blank space from a diagram with the new Adjust Space tool.


Increase diagramming productivity by adding and removing blank space in the diagram at the click of a button.

  • Add additional canvas to make space for new diagram objects
  • Add and remove space to improve diagram readability once the diagram is ready to be checked-in for review and use
  • Use the keyboard hotkey Ctrl + M to further increase productivity
  • Find the button for the Adjust Space Tool in the Arrange menu

Reporting - Display count of results

Running reports now displays the total number of results returned in the report.


Quickly identify the volume of results associated with a report to determine:

  • The overall scope of results associated with the report
  • If the report filters and properties are returning the expected number of results
  • If you need to add more or less filters or properties to get the information you need

Reporting - Report on Proposed Objects

Reports now include functionality to report on proposed objects.


  • Identify where proposed objects exist that need to be evaluated for approval
  • Gain insights on proposed objects, such as the total count of proposed objects
  • See on which shapes proposals have been made

Find more details about reporting on proposed objects here.

Object Tree - Admin Configuration of Default Root Objects

Administrators may configure which root object are available for each repository.


  • Improve the rate at which users navigate within content in your repository
  • Reduce clutter in the repository workspace by not displaying empty object types
  • Keep teams focused on object types they have been trained on and add object types as training progresses

Note: Selecting root objects in the Hidden Root Objects menu disables those objects in the Object Tree

User Profile - Checked Out Objects

See a list of all objects you currently have checked out.


  • Find out what you have checked out so you can pick up where you've left off
  • Identify what you have checked out that you're no longer working on and needs to be checked back in

Cycle Groups - Manage Cycle Groups

Manage Cycle Groups as an independent permission level setting


  • Provide users permission to manage cycle groups independent of other permissions
  • Allow some users permissions to manage cycle groups and have no other permissions

Customization - Theme Colors

See a preview of the colors selected for the theme when making changes.


Immediately see what your selected theme colors look like in a preview and make adjustments if the selected colors do not yield the desired theme aesthetic

Custom Properties - New Types: Percent, PPM (Parts Per Million)

Set custom properties as percent or PPM (Parts Per Million) and use these properties with objects and reporting.

Approval Cycles - Optional Comment Requirements

Administrators may now change repository policies so that users only need to provide comments if they vote "no" on an approval cycle.

Change settings at: Repository Configuration → Policies → Comments → Comments on Approvals

REST API - Purge Recycle Bin

Users with permissions to purge the recycle bin in the UI may use the REST API to purge the recycle bin.

See API details at: Administration → Support → REST API → iGrafx Platform API Documentation → API → Recycling → Recycling → Purge Recycle Bin



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.