20.1.0 Datacenter Highlights
Authentication - Modernized SAML Sign-In Framework
This release modernizes the framework that processes SAMLSAML An XML-based standard for exchanging authentication and authorization data between an identity provider and a service provider. Process360 Live supports SAML 2.0 for SSO. 2.0 sign-ins. Most identity provider configurations keep working unchanged, but SAMLSAML An XML-based standard for exchanging authentication and authorization data between an identity provider and a service provider. Process360 Live supports SAML 2.0 for SSO. messages are now validated more strictly, and a few setups — the HTTP-Artifact binding, endpoint URLs written with an explicit default port, and the previous Single Logout URL — need an update on the identity provider side. Review your configuration when you upgrade.
Read more: Update your SAML SSO configuration after upgrading to 20.x
Diagramming - Combine Several Pools Into One
You can now combine several web-diagram pools into one — each selected pool becomes a lane in a single new pool, keeping its name, its own lanes, its shapes, and its styling. It's a quick path from separate participant pools to a single cross-functional diagram.
Read more: Create and edit a diagram
Templates - Styling for Generated and Imported Diagrams
When you create a diagram from a template with QuickMap, the shapes QuickMap generates now take on the styling of matching shapes in the template's custom shape library — so a generated diagram looks like your standard shapes instead of the default theme. The same applies when you import a BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. file: choose a repository template and the imported diagram takes on its styling, headers and footers, and page setup, with the template's custom shapes replacing the matching imported shapes. The import option is also available through the REST API.
Read more: Diagram templates and Import diagrams
Reporting - COUNT Function for IQL
Reports gain a COUNT function for the iGrafx Query Language (IQL): wrap a relationship or list property in count(...) to report how many values it holds, show that number as a column, or filter on it — for example count(responsible) > 3.
Read more: Use IQL in a report
Reporting - Choose a Report Download Format
When you download a report, you now choose a format: Process DesignProcess Design The discipline of explicitly modeling business processes to document, analyze, and optimize them. In Process360 Live, process design is the authoring side that complements mining's data-driven view. view, which matches the on-screen report with clickable object names, or Plain data view, a basic dataset that adds fields such as object ID and type. You can save that choice so future downloads skip the dialog.
Read more: Export a report to Excel
Narrative Reports - Hide Empty Sub-sections
Narrative sections that list fields can now leave out the empty ones. Turn on Hide empty sub-sections so a narrative shows only the fields that have a value.
Read more: Narrative reports
Search - Dashboard Content Included
The search index now covers dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. titles and the text in rich-text gadgets. Add DashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. Content to the Search in filter to find dashboardsDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance. by what they contain.
Read more: Search the platform
User Management - See Each User's Directory Source
The User Details page in User Management now shows each account's Directory — the identity source it belongs to, whether the local directory or a connected LDAP or SCIM directory.
Read more: Manage users and groups
Object Picker - Search by Object ID
Object pickers now recognize a numeric search as an object ID: type an object's ID and the exact match is listed first, even when its name doesn't contain those digits.
Read more: Manage items
20.0 was not released for Datacenter. This release also brings the 20.0 features below to on-premises.
Use your own template's setup in QuickMap
When you create a diagram with QuickMap, you can now base it on one of your repository's templates. QuickMap applies the template's styling, headers and footers, and page setup — so new diagrams match your standard look — while still building the shapes from your QuickMap input. The template's own shapes aren't copied.
Read more: Diagram templates
Report on diagram type
Reports can now use the new diagramType property — BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts., Value Stream Map, ArchiMate, Journey, and the other diagram kinds — as a column or a filter, for both web and IGX diagrams. Slice a report by the kind of diagram, or list each diagram's type in the output.
Read more: IQL query properties
Report on shape notes
A new note property reports on the notes attached to diagram elements, alongside shape textShape text The text displayed on a diagram shape. Type while a shape is selected to add or edit it. Part of the shape feature family alongside Shape Links and Shape Properties., describes, and custom properties — in both web and IGX diagrams.
Read more: IQL query properties
Add a Text Search report to a dashboard
The List Report gadget now accepts a Text Search Report, so you can place a keyword search — scoped to the folders, fields, and filters you choose — directly on a dashboardDashboard A configurable view in Process360 Live that aggregates KPIs, charts, and filters across one or more processes for stakeholders to monitor performance..
Read more: Dashboard gadgets
Export cycle groups to Excel
From a repository's cycle-group configuration, Export as Excel downloads the cycle groups as a spreadsheet — including nested group structure, members, and assigned objects — for analysis, documentation, or reporting.
Read more: Manage cycle groups
Categorize processes with process types
Process objects can now carry a type, the way Journeys, Capabilities, and Resources already do. A new Process Types repository-configuration screen manages the list, which ships with a ready-made hierarchy of Management, Core, and Support processes. Every existing process is set to a neutral Standard type on upgrade, so your data stays consistent.
Read more: Configure object types
Increment versions when you bulk-start approval cycles
Starting an approval cycle on several items at once can now increment each item's version on approval — the option already available when starting a cycle on a single item. Because the selected items can be at different versions, you choose which part of the version number to bump, and each item increments from its own current version.
Read more: Start and manage a cycle
Glossary terms link automatically in diagrams
Diagram shape textShape text The text displayed on a diagram shape. Type while a shape is selected to add or edit it. Part of the shape feature family alongside Shape Links and Shape Properties. now links automatically to matching glossary terms. An administrator sets this per repository — all glossaries, selected glossaries, or off — and the links respect permissions, so each reader sees only links to glossary content they can open.
Read more: Configure glossaries
Include pools and lanes in narrative reports
Narrative reports can now include pools and lanes — with their names, notes, described objects, relationships, and custom properties — not just activityActivity A named step in a process (e.g. "Approve Invoice"). Each event in an event log records one activity occurrence for one case. shapes. The option applies both on screen and in the Word and PDF export.
Read more: Narrative reports
Names and email in the user assignments export
The Download User Assignments export now includes each user's first name, last name, and email address, so administrators can identify users by more than their username — in both the Excel download and the matching API response.
Read more: Manage users and groups
AI Agent and AI Model resource types
The standard resource type model now ships with two AI resource types: AI Agent, a built-in type under Labor, and AI Model, a manageable type under Software (IT architecture). New repositories get them automatically, and existing repositories gain them on upgrade — so you can model the AI participants in your processes.
Read more: Configure resource types
Right-angle association lines by default
When you draw an association line — for example, from a data object to a task — it now uses a right-angle route by default instead of a straight one, so it routes around other shapes and you can move and lock its segments. Existing diagrams are unchanged: the default applies to lines you draw from now on, and to an existing line only if you edit it.
Read more: Create and edit a diagram
A cleaner built-in BPMN Core shape library
The built-in BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. Core library — the palette offered in new BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. diagrams — drops shapes that aren't core to BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. (the Embedded and Collapsed Sub-Process, User and Service Task, and Terminate event) and adds Data Object to encourage showing work-product flow. This changes the palette only; shapes already placed in existing diagrams are untouched.
Read more: Shape libraries