Enhancements for Process Builder

This release includes these enhancements for Process Builder.

AgilePoint NX v6.0 SP1

14.0282.01

You can generate an HTML report for a process model that shows the process diagram along with all configured properties.

14.0282.02

The Dynamic Group eForms activity supports more than one group or role as participants.

14.0282.03

You can modify the Process Triggered By value after a process model is created.

14.0282.04

A drag and drop configuration has been made available in the e-mail approval configuration dialog to setup direct email approval.

14.0282.05

The following Salesforce activities have an advanced WHERE clause builder where you can create a complex condition to retrieve or modify desired rows:

Update Entity
Delete Multiple Entities
Change Ownership
Change Multi Ownership

14.0282.06

The following Salesforce activities let you set the record ownership while creating or updating the record:

Create Entity
Create Multiple Entities
Update Entity
Update Multiple Entities
Change Ownership
Change Multi Ownership
Upsert Entity
Convert Lead

14.0282.07

You can export a previous version of an application from the Version History screen, even if it is not in the released status.

14.0282.08

A .NET Proxy activity is available to consume a .Net proxy DLL deployed on the AgilePoint server.

14.0282.09

These SharePoint Activities are available:

Add Property
Update Property
Delete Property
Check Property
Retrieve Property

These activities are for SharePoint 2013 and higher.

14.0282.10

These AgilePoint NX Activities are available for performing AgilePoint NX actions natively through the process:

Create Group
Create Role
Edit Group
Edit Role
Get User Information
Register User
Remove Group
Remove Group Members
Remove Role
Remove Role Members
Remove User
Retrieve Group Members Name
Retrieve Role Members Name
Export Application
Import Application
Add Delegation
Activate Delegation
Cancel Delegation
Update Delegation

14.0282.11

These Document activities are available:

Excel Read
Excel Write

14.0282.12

On human task activities, you can set the maximum number of participants.

14.0282.13

The Process Builder supports specifying BPMN properties on the process as well as activity level.

14.0282.14

These PayPal activities are available:

Authorize
Get Authorization
Void Authorization
Credit Card Payment
Get Payment
Refund Payment

14.0282.15

The Database activities support connecting to a database view.

14.0282.16

The Rule Inspector is available in Process Builder that lets a user see all the configured conditions in the process model in a single view.

14.0282.17

The Condition activity supports inserting nested conditions in between existing conditions.

14.0282.18

These Exchange Server activities are available:

Create Distribution List
Reply To Message
Create Task
Find Task
Find Journal Entry
Create Journal Entry
Create Note
Find Note
Create Post
Find Post
Create Contact
Find Contact
Update Contact
Reply To All
Find Message By Subject
Add Attendee

14.0282.19

On the E-mail Template configuration screen, the language name shows, instead of the locale code.

14.0282.20

These Social Network activities are available:

Post to Facebook
Tweet
Direct Message to Twitter

14.0282.21

You can use an Or activity to cancel a running Subprocess.

14.0282.22

In the CAML Query activity, you can view test result data in a tabular format.

14.0282.23

You can see the access token type, along with the access token in the drop-down.

14.0282.24

These Parature activities are available.

Update Account
Update Customer
Update Product Catalog
Update Product
Create Ticket
Delete Ticket
Update Ticket
Retrieve Ticket
Retrieve Account

14.0282.25

A new access token is available for SharePoint SubSitePath.

AgilePoint NX v6.0 Software Update 6

14.0270.01

In the App Builder, when a new application is created, the first version is automatically checked in and checked out to the user who creates the application.

14.0270.02

The Schema Mapper indicates the mandatory fields for the WCF and Web Service activities and lookups.

14.0270.03

The Retrieve User Information activity for Active Directory can get custom user profile properties from Active Directory.

14.0270.05

You can minimize tree nodes in the Schema Mapper.

14.0270.06

These SharePoint activities are available:

Create Navigation Link
Update Navigation Link
Delete Navigation Link
Blog Post

14.0270.07

The Condition activity supports validation for condition expressions.

14.0270.08

The Load Balancing eForm activity is available.

14.0270.09

You can edit the Data Source configuration directly from the activity configuration screen.

14.0270.10

For the Condition activity, the positioning of the outgoing connector can be configured to go on the right, left, top, or bottom.

14.0270.11

The loading performance for the Data Population Schema Mapper has been improved.

14.0270.12

In the Document Transfer activity, you can move files from source repository to the target repository.

14.0270.13

The Create Appointment activity lets you create an appointment on behalf of another user.

14.0270.14

These Parature activities are available:

Create Account
Delete Account
Create Customer
Delete Customer
Create Product
Delete Product
Delete Ticket
Retrieve SLA
Retrieve Time Zone
Retrieve Department
Retrieve Queue

14.0270.15

The Document Transfer activity filter option supports the pattern *[part of file name ]*. *

14.0270.16

In the Document Transfer activity, you can create a target folder if it does not exit.

14.0270.17

The Condition activity supports incoming connector line to connect to the top node of the activity.

14.0270.18

This component has been localized for these languages:

Spanish
German
Traditional Chinese
Simplified Chinese

14.0270.19

The REST activity supports custom content types.

AgilePoint NX v6.0 Software Update 5

14.0266.01

These SAP activities are available:

Call SAP Function
Begin SAP Transactions
End SAP Transaction

14.0266.02

The Create XML Document activity is available.

14.0266.03

The Publish Content activity is available for SharePoint.

14.0266.04

In the Process Builder, configuration options in drop-down lists are sorted in alphabetical order.

14.0266.05

In the Process Builder, lists of access tokens have been sorted in alphabetical order.

14.0266.06

You can move configuration windows in the Process Builder.

14.0266.07

The look and feel for the configuration for these activities has been enhanced:

Update Metadata
Update InfoPath
Create List Item
Get User Profile
Set User Profile
Retrieve List Item

14.0266.08

The Document Transfer activity supports drag drop of multiple schema variables to the destination field.

14.0266.09

In the SharePoint Check Out activity, if the file is already checked out, there is an option to complete the activity or suspend the process.

14.0266.10

The WCF activity and WCF lookup fail if the WCF service response is very large.

14.0266.11

The SharePoint Check Out File activity provides an option to either suspend the processes or ignore if a file is checked out.

14.0266.12

You can change the process theme.

14.0266.13

The Create List Item activity automatically adds new fields to the data mapping grid.

14.0266.14

If a process opens in view mode, and a user drags any activity onto the process, this warning message shows:

This Process Model is opened in View Mode. In order to make changes to the process please check out the file from Save menu.

14.0266.15

This application has been localized for Japanese language.

AgilePoint NX v6.0 Software Update 4

14.0258.01

These Oracle CRM activities are available:

UpdateCampaign
UpdateHousehold
CreatePersonParty
ConvertLead
DeleteCampaign
QueryOpportunity
RejectLead
Update Note
Create Task
Create Location
Delete Appointment
Query Lead
Query Account
QueryCampaign
UpdateOpportunity
CreateLead
Update Account
QualifyLead
Delete Note
DeleteOpportunity
AddRevenuetoOpportunity
QueryContact
Update Location
Delete Location
Query Task
CreateCampaign
Delete Account
Delete Task
Update Task
Delete Contact
Query Appointment
CreateHousehold
DeleteHousehold
QueryHousehold
CreateOpportunity
Query Note
Create Appointment
Update Appointment
DeleteLead
Update Contact
AssignContactToCustomer
AddNote
UpdateLead
Create Account

14.0258.02

These Exchange Server activities are available:

Create Meeting
Creating Appointment

14.0258.03

These Miscellaneous activities are available:

Power Shell command

14.0258.04

These SharePoint activities are available:

Update InfoPath
Excel Write
Excel Calculate

14.0258.05

The Start Task activity is available for External forms.

14.0258.08

The REST activity has an AdHoc Mapping option to map response attributes to the schema in a tabular structure instead of using the schema mapper. The AdHoc option also supports mapping values to XML attributes.

14.0258.09

In the Schema Mapper, the variable connecting line is enhanced so that selecting a connection between variables that are not in the view of the schema mapper auto focused, so it is easier to identify the mapping.

14.0258.11

Data Services supports SharePoint repositories, in addition to SQL Server.

14.0258.12

Lync message templates support process data variables.

14.0258.13

The e-mail template attachment field supports custom attributes or schema variables.

AgilePoint NX v6.0 Software Update 3

14.0255.01

These Active Directory activities are available:

Add Users to Group
Create Group
Create User
Disable User
Remove Group
Remove User
Remove User From Group

14.0255.02

These SharePoint activities are available:

Get User Profile (SharePoint 2013 only)
Set User Profile (SharePoint 2013 only)
Excel Read

14.0255.03

These NetSuite activities are available:,

Query Entity
Get Entity

14.0255.04

Process Designer performance has been improved.

14.0255.06

Database activities support Oracle database.

14.0255.09

Digital Signature activities support cloud document repositories as source and destination.

14.0255.10

When transferring files, if the destination folder does not exist, the Document Transfer activity creates the folder.

14.0255.11

The SharePoint activities New Site Collection and New Site allow you to select non-English language.

14.0255.12

The CAML Query activity supports retrieving the value for person control as Microsoft.SharePoint.Client.FieldUserValue.

AgilePoint NX v6.0 Software Update 2

14.0254.02

E-mail templates support making multiple copies of a global e-mail template.

14.0254.08

You can drag and drop variables in all SharePoint activities with drop-down fields in the configuration dialog.

14.0254.09

In configuration fields where you can drag and drop variables, you can double-click the variable to change it.

14.0254.10

These Salesforce Chatter activities are available:

Send or Reply Private Chatter Message
Update User Profile
Post Feed to Chatter User
Join Chatter Group
Delete Chatter Group
Create Chatter Group
Post Feed to Chatter Group
Comment to Chatter Feed

14.0254.11

These SharePoint activities are available:

Set Permission
Remove Permission
Restore Permission Inheritance
Break Permission Inheritance
CAML query

14.0254.12

These OneDrive activities are available:

Create Folder
Delete Folder
Delete File
Get Folder Info
Create Folder Shared Link
Create File Shared Link
Update Folder
Update File
Get Storage Info
Get User Info

14.0254.13

These Google Drive activities are available:

Create Folder
Delete Folder
Delete File
Get Folder Info
Get File Info

14.0252.14

These Dropbox activities are available:

Create Folder
Delete Folder
Delete File
Get Folder Info
Get File Info
Create Folder Shared Link
Create File Shared Link

14.0254.15

These Box activities are available:

Create Folder
Delete Folder
Delete File
Get Folder Info
Get File Info
Create Folder Shared Link
Create File Shared Link

14.0254.16

The External Command activity is available in the Utilities tab.