20.3.0 Cloud Release Highlights
Pia - Custom Instructions
A server administrator can now give Pia standing instructions that it applies to every interaction, so its answers follow your organization's conventions without each user restating them. The instructions are typed as text, uploaded as documents, or both, and live in a Custom Instructions section on the AI Settings page.
Read more: Server settings
Pia - New Diagram Layout
With the New Diagram Layout for Pia Early Access setting switched on, a diagram Pia drafts carries more of the detail a modeler would add by hand. Pia now gives an activityActivity A named step in a process (e.g. "Approve Invoice"). Each event in an event log records one activity occurrence for one case. its BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. type — user, service, manual, script, send, receive, business rule, or call activityActivity A named step in a process (e.g. "Approve Invoice"). Each event in an event log records one activity occurrence for one case. — marks a gateway as exclusive, parallel, or inclusive, and ends each outcome of the process at its own named end event. It also names the pools it draws, and gives participants that deal with each other at arm's length a pool each.
Read more: Create a diagram with Pia
Reporting - Sorting by Subproperty Columns
A list or table report now sorts by any of its columns, including a column that shows a subproperty of a related object. Multi-level sorting covers those columns too, and within a row the values of a multi-value property follow the same order.
Read more: View and refine a report
Reporting - Saved and Multiselect Column Filters
A column's property filter now accepts several values at once and offers a (No value) entry that keeps the rows where the property is empty. A filter you set while the report is checked out to you now counts as one of the report's settings, alongside its sorting, so everyone opens the report the same way once you check it in.
Read more: View and refine a report
Reporting - Filtering Inside Multi-Valued Properties
A column filter on a nested, multi-valued property now removes the values that don't match from inside each row, rather than keeping every value of any row that matched somewhere. An object with no matching value anywhere along the filtered path drops out entirely, and the Excel download matches what's on screen.
Read more: View and refine a report
Dashboard - Describes Information in the Diagram Gadget
A Diagram gadget can now show what a shape describes without the reader leaving the dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance.. A shape that describes an enterprise object opens a read-only panel with the object's relationships, custom properties, and related Risk, Control, and Performance Indicator data. When the diagram itself describes an object, a button in the gadget's lower-left corner opens the same panel for it. The panel can be maximized, and a reader can move from one related object to the next and back along the path they took.
Read more: Dashboard gadgets
Dashboard - More Control Over the Diagram Gadget
A Diagram gadget can now hide its Expand button, which keeps a reader inside the dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. rather than sending them to the model area. Its Hide icons setting can also apply only to navigation diagrams, so the indicator icons — including the Describes indicators — still appear on the process diagrams reached through links.
Read more: Dashboard gadgets
Diagramming - Navigation in the Describes Panel
The Describes panel of a web diagram can now carry a reader from one related object to the next, with a path at the top of the panel that shows the route taken and leads back to any earlier stop. In an existing repository, an administrator opts in to it with the repository setting Allow navigating between related objects in the Describes panel of web-based diagrams. The panel also reads relationships and custom property values from the same diagram version, so what it shows is one consistent snapshot.
Read more: Describes relationships
Diagramming - Snap Objects To Grid
The Arrange panel has a new Grid section whose Snap Objects To Grid command puts the selected shapes and connector ends back on the grid in one step, so a diagram that has drifted off-grid can be tidied without nudging each shape. Manual waypoints on a connector are left as they are.
Read more: Create and edit a diagram
Diagramming - Comment Actions and Attachment
A comment in a web diagram now has its own right-click menu, with Delete, Detach From Shape, and Mark As Read or Mark As Unread, and the Delete and Backspace keys remove the selected comment. Attaching a comment inside a pool also changed: a pool, a lane, or a phase takes a comment on its header, which leaves the shapes inside the pool free to be targets of their own.
Read more: Comment on a diagram
Simulation - Keep the Top Runs of a Run All
A Run all scenarios can now keep only its best runs instead of every one. With a Scoring function set on Run Setup, the simulation ranks the runs by that score and keeps the number given in Top results. The statistics, the comparison table, and every download then cover the runs that were kept, each under its own run name.
Read more: Simulation properties
Simulation - Variable Assignments on Transitions
A connector line now carries its own Variable Assignments tab, so a simulation can change a variable as a case enters or leaves a transition rather than only at a shape.
Read more: Simulation properties
Workspace - History Panel On by Default
The History panel in the top bar, which lists the items you visited and takes you back to any of them, is now available to everyone out of the box. It previously needed an administrator to switch it on.
Read more: Use the History panel
Auditing - Permission, Group, and Repository Setting Events
The audit trail now covers the changes an administrator makes to access and configuration. Creating, renaming, and deleting a group are recorded, along with the members a deleted group held, and so is every change to a repository setting, with the setting's name and its old and new values. Together with the role assignment events, this makes it possible to traceTrace The ordered sequence of activities executed for a single case. Grouping cases by identical traces produces variants. who changed permissions and when.
Read more: Enhanced auditing capabilities
Administration - Enabled and Disabled Account Counts
User management now shows how many accounts are enabled and how many are disabled, on the Users list and on each group, so an administrator can see the split without opening each account.
Read more: Manage users and groups
UX/UI Improvements
- A Go to top control appears in the diagram view bar once a diagram is scrolled down, and returns the view to the top of the content without changing the zoom or the horizontal position. Read more: View a diagram
- Dropdowns and menus across the platform, including the repository, language, and user menus in the header, now match the look used elsewhere in the product, and a menu that scrolls is no longer narrower than the control that opened it. Read more: Workspace
- The Cycle Groups and Object Types administration pages now use the same layout as the other administration pages, each with its own search: Object Types filters the tree to the matches, and Cycle Groups goes straight to the group you pick. Read more: Configure object types and Manage repository cycle groups