Announcements

Updates

44min

04/23/2024

πŸŽ‰ New PROCESIO Release! We're thrilled to announce the release of the Table Control feature! The Table Control in PROCESIO facilitates visual representation and interaction with tabular data, offering features such as pagination, summary functions, sorting, filtering, and easy data manipulation. It allows customization of data sources and layouts to suit specific application requirements. Ready to explore the endless possibilities of Table Control? Dive into our documentation for more details: https://docs.procesio.com/list-and-table-control We'd love to hear your thoughts and answer any questions you have! Share your feedback or queries with us in our community forum or directly through our support channels. Your input drives our progress!

03/27/2024

πŸš€ Exciting News! New Feature Alert! πŸŽ‰ We're thrilled to announce a brand new feature that has just been deployed to PROCESIO! πŸš€βœ¨ Introducing Custom Error Handling! Previously, PROCESIO's default response to errors during execution was to halt the process and mark it as "Failed". However, we understand that sometimes errors can occur but you still want your workflow to continue running smoothly. That's why we've introduced a game-changing update: the ability to control how PROCESIO handles errors. Now, you have the power to decide whether your process should stop or continue execution when an error arises. Here's what this means for you: Flexibility: Tailor error handling to suit your specific needs. Efficiency: Keep your workflows running seamlessly, even in the face of errors. Control: Choose whether to halt or proceed with execution based on your preferences. Ready to explore this new capability? Head over to PROCESIO now and experience the freedom of customized error handling! Error Path documentation: https://docs.procesio.com/error-path As always, we value your feedback. If you have any questions or suggestions, don't hesitate to reach out to us. Happy processing! πŸ› οΈβœ¨

02/20/2024

πŸŽ‰ Exciting News: New Procesio Release!

πŸš€ We're thrilled to announce the latest Procesio Release, packed with enhancements across various categories!

Let's dive into the Toolbar Improvements:

1️⃣ Fresh Icons: Say hello to a revamped toolbar with brand-new icons! Experience a visually refreshing interface that enhances clarity and usability.

2️⃣ Renamed Actions: We've reimagined some actions, giving them more intuitive and descriptive names, most notably:

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Don't worry, the functionality remains the same and the documentation was updated. Navigate Procesio effortlessly with actions that make sense at a glance.

3️⃣ Enhanced Tooltips and Labels: Our team has polished tooltips and labels, ensuring a better guidance as you explore Procesio's powerful features.

πŸ”§ Bug Squashing: Improved search in action toolbar. This should address the issue of not being able to drag some actions on the canvas.

Excel Improvements:

1️⃣ New Platform Action that converts an XLS file to an XLSX file.

πŸ”§ Bug Squashing: Fixed the Read Range action that was stopping at empty row. βœ‰οΈ Send Email Improvement:

Action now has a new FROM property for sender entity to allow for it to be dynamically assigned at runtime.

Make make sure your SMTP provider allows this before using this field. The ability to override the sender address can depend on the specific policies and configurations of the email service provider or mail server you are using. When value is filled for this new FROM property it will supersede the one declared in the credential if the provider is configured accordingly, and it will be ignored if the provider does not allow it. This is useful for providers such as SendGrid who allow you to override the sender address. However, some providers such as Google's Gmail typically do not allow users to override the sender address for outgoing emails.

Please note that this enhancement will be available only for new Send Email Actions. For existing flows, users will need to drag & drop the action on the canvas again to access this new property.

πŸ“² Call API Improvement:

Selecting a Credential in Call API is now optional and you can also clear an already selected Credential if needed.

πŸ”§ Bug Squashing:

URL and endpoint path was not aligned when scrollbar was displayed. Fixed API Credential checkboxes not having enough spacing. Fixed Test Credential & Call API failing for responses that have charset "utf8" instead of "utf-8" this affected responses from APIs like Flowlu.

↕️ Import Export Improvements:

Added the option to import and export Forms.

πŸ”§ Bug Squashing: Fixed importing processes that have webhooks assigned.

πŸ”§ General Bug Fixes:

Write To File (Object To File) and Write List To File (List To File) now give options to select different line endings. Also fixed UTF8 encoding adding Byte order marks. This affected interactions with APIs such as ApyHub.

Fixed an issue with the copy to clipboard in Master Workspace.

02/19/2024

πŸŽ‰ Exciting News! New Release on Form & Tasks Designer! πŸš€ Dear PROCESIO Community, We're thrilled to announce the latest release on Forms & Tasks, packed with fantastic features including themes and the highly anticipated list control! ✨ What's New? Themes: Customize your forms like never before! With our new themes feature, you can now tailor the appearance of your forms to match your brand identity or design preferences. List Control: Say hello to enhanced form building capabilities! The new list control allows you to effortlessly organize and display collections of items, making it easier than ever to create dynamic and interactive forms. Enhancements: Now options can be set directly from process output. They have to have specific format {name: string; value: any} OR {label: string; value: any} Enhanced form data model and added all elements to be available as attributes. Collect all files set inside list and upload them as it is form usual file upload control. πŸ‘‰ Dive into the Form & Tasks Designer now to explore these exciting additions and take your form-building experience to the next level! Happy form building!

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01/25/2024

πŸš€ Exciting News: PROCESIO Feature and Fixes Update! πŸš€ Hello PROCESIO enthusiasts! We're thrilled to unveil some fantastic updates, featuring new features and crucial fixes! πŸŽ‰ 🌟 New Features and Enhancements: ✨ Call API Enhancements Improvement: Call API now supports RAW Text in the Body. ✨ Call API Response Headers Improvement: Call API response headers are here! Please note that this enhancement will be available only for new Call APIs. For existing flows with Call APIs, users will need to drag & drop the action on the canvas again to access this new property. ✨ Execute Query (Db Execute Query V2) Fix: Addressing column name changes to lowercase in Execute Query. A new version was required as the fix wasn't backward compatible. You can still find the old version, Execute Query v1, in the 'To be decommissioned' folder. 🌈 Forms and Front End Fixes & Features: ✨ Image Control Added New Feature: Introducing the image control for enhanced form customization. ✨ Visibility Option for Each Element New Feature: Now, each form element comes with a visibility option, providing more control over your form's display. ✨ Duplicate Element Feature New Feature: Easily duplicate elements within your form for efficient form building. πŸš€ Stay tuned for more updates, and thank you for being an essential part of the PROCESIO community! πŸš€

01/11/2024

Forms & Tasks Designer New Version Release! πŸš€ We are thrilled to announce the release of the latest version of Forms & Tasks Designer, packed with new features! πŸŽ‰ 🌟 What's New: ✨ Approval step: A new component that allows a member to be assigned as approver to submissions ✨ Upload file: A new component that allows files to be uploaded in the form, the files can then be used as input for processes triggered by the form events ✨ Form events: Events can be configured on the form to trigger a process. Event types: onLoad, onSubmit. (Forms variables can be mapped to triggered process variables) ✨ Button events: On the Button component, events can now be configured in order to trigger a process. (Forms variables can be mapped to triggered process variables) ✨ Component events: onInput events can be configured to trigger a process on the following components: Text, Number, Date, Textarea, Select, Checkbox, Radio, Approval, File Upload ✨ Query params for control values: Each control can be populated with a dynamic default value in the form URL ✨ Personalize messages: Personalized messages can be configured to be sent( Upon submission, upon approval, upon rejection etc.) ✨ Headers and Paragraphs labels now also supports HTML ✨ Stepper - Customize next and previous button labels ✨ Added Date field ✨ PROCESIO branding can be removed πŸ› οΈ Please be aware that the latest version of Forms and Tasks introduces new properties for some controls, which may not be backwards compatible with forms created before the update. While this won't affect your older forms, the new properties won't be displayed for those controls in pre-existing forms. If the new version is not available for you, please logout, clear cache and login again. Forms & Tasks Designer Documentation: https://docs.procesio.com/ Please share your feedback or any issues you find in the formbuilder-feedback channel. πŸš€Thank you for being part of the PROCESIO community! πŸš€

πŸ› οΈ Procesio Bugfix Release Announcement Greetings Procesio Community! πŸ‘‹ We're excited to share that a new bugfix release is now live, bringing improvements and stability to your PROCESIO experience. πŸš€ Here's a rundown of the key bugfixes included in this release: 🐞 Resolved issue with testing Call Api action not working with variables. 🚧 Fixed issue where the instances did not display if the process was triggered by a schedule. πŸ“Š Resolved issue where email notifications were not sent for instances triggered by a schedule. πŸ”„ Improved email notifications to contain Workspace Name & Id. If you encounter any issues or have feedback, drop us a note in the 🐞bughunters channel. We appreciate your continued support as we work to make PROCESIO even better! πŸ™Œ Happy automating! πŸ€–βœ¨

01/03/2024

Starting the New Year with a Major Milestone Achieved!

We're thrilled to share that PROCESIO has successfully passed Google's approval process for OAuth2 credentials! Now, seamlessly integrate with Google APIs. Elevate your PROCESIO experience - we're officially Google-approved! 🌟 πŸš€

Explore the possibilities today: https://docs.procesio.com/integrations/google-oauth2 πŸ’ͺ 🌐 πŸ”₯

11/20/2023

FORMS & TASKS is live now. Looking forward to your feedback πŸ™ . Check the documentation here: https://docs.procesio.com/ο»Ώ

11/02/2023

We're thrilled to announce some fantastic updates to the PROCESIO Webhook: 🀝 Handshake Response Body: Easily validate webhook responses and send specific payloads that third-party apps expect. 🎨 Custom Response Body: Customize webhook responses when assigning them to processes. Configure custom responses with data models and variables. These enhancements empower you to fine-tune webhook responses and create more powerful processes. Explore the possibilities today: https://docs.procesio.com/configure-response πŸ’ͺ🌐πŸ”₯

New Feature

πŸ“’Custom Response

With Process Custom Response, you gain the ability to define and tailor the response format generated by your processes according to the needs of the third-party application you are integrating with. This level of customization ensures smooth communication and compatibility between PROCESIO and the external tools you rely on. πŸš€πŸ‘©β€πŸ’»

How does it work?

Implementing the "Process Custom Response" feature is straightforward and user-friendly. You can refer to our documentation at the link provided below for a detailed walkthrough, examples, and guidelines to get you started:

Read more about Process Custom Response here.

New Actions

πŸ“’Node JS action

New scripting action that allows you to execute Javascript code. You can now easily import modules using the CommonJS require('module') syntax, and we've provided a list of supported modules for your convenience. Additionally, you can control the output using the return keyword, choosing between single and list values. Set a timeout limit for execution time, and we've improved error handling to provide you with more detailed feedback. These enhancements aim to streamline your scripting experience and make it more powerful, so dive in and start scripting with confidence! πŸš€πŸ‘©β€πŸ’»πŸ‘¨β€πŸ’»

Read more about Node JS action here.

πŸ“’Extract Embedded Files

Read more about it here.

Also our set of Community-Made actions has been extended. Thanks a lot Franck❀️

  • List Correlation ➜ read more about it here.ο»Ώ
  • List Standard Deviation ➜ read more about it here.
  • List Variance ➜ read more about it here.
  • List Mode ➜ read more about it here.
  • Timezone Converter ➜ read more about it here.

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πŸ“’Improvements & Fixes

When using Test Action on Call Api action, if you have e big body output you can make it fullscren using the hotkey (default hotkey Escape).

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  • Improved action details on hover
  • Fixed issue where Call API action templates were not displayed
  • Fixed issue where variables could be edited in instance view.
  • Fixed issue where running instances were cached
  • The Search by String Similarity action was moved to the List Folder in the Platform Actions Toolbar.
  • Fixed issue where downloading the output file was not working when using Write List to File action was used.
  • Fixed issue where variables were not properly displayed in tables inside the Document Designer.
  • Fixed issue where the output controls could be edited in the Call API Action.
  • Fixed issue where the editor from webhook was not properly enlarged.

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June 23rd 2023:

πŸ’₯We can't hide it anymore so here it goes... Test Action is BACK! πŸ’₯ And with it, a list of fixes, improvements, and some new actions to play with.

New Features

Test Action

  • You can now test almost all actions before using them in your processes.
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  • Just define some variables, fill in the values and hit Test action.
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  • Make sure to check the Test Status section and keep an eye out for errors. πŸ˜‰
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  • Testing actions that work with files or lists of files is also possible.
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  • You can even test Call API.
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  • Or that anoying JPath configuration from Json Mapper.
{ "firstName": "John", "lastName": "Doe", "age": 26, "address": { "streetAddress": "Main Street", "city": "New York", "postalCode": "6300192" } }
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  • However, Test Action is not available for the following actions (at least not yet 😎)
    • Decisional
    • Start
    • Stop
    • Delay
    • For Each
    • Throw
    • Generate Document
    • Call Subprocess
    • Join
    • Map Process Data

OAuth 2

  • If you've read all the way down here, we want to let you know that OAuth Stage I is also live, you can set up OAuth 2 with your third-party applications. Yes, some configurations will be needed, until we'll bring pre-configured apps with OAuth 2. This will be part of OAuth Stage II. We're on it, so stay tuned! πŸ“»
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Improvements

  • When using Add Variable, the datatype and IsList flag are now selected by default.
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  • You can now see a breakdown of execution time in the Instances View.
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  • You can also see if your instance was triggered by a schedule or some user.
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API key - we now support up to 25 API keys per user per workspace

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New Actions

  • Throw ➜ Throws a custom error. Process will be marked as failed if action is reached.

We also received our first set of community-made actions. Thanks a lot Franck❀️

  • Temperature Converter ➜ read more about it here.
  • List Intersection ➜ read more about it here.
  • List Difference ➜ read more about it here.

Existing Actions Updates

  • Call API - now works properly with binary body types.
  • Call API - having a body on GET and DELETE requests
  • Call API - is now also working with base URL only
  • Call API - has now better error message when the body is invalid

Bug Fixes

  • Custom Actions: Uploading an action with a Selector component now works fine.
  • Code Editor input: No longer shows JSON validation errors unless that field requires an actual JSON. (e.g.: see in Parse Json action for the Text input)

May 26th 2023:

Here's a small preview of a bunch of features & improvements we've worked on since our last update.

New Features

  • Enter Edit mode by clicking on a variable's pill. Also available in Document Designer.
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  • Set End Process Notifications from the Process Designer list.
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  • View an action's description by hovering over it. Also available in the Instaces View.
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Improvements

  • Replay a process directly from the Sidebar.
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  • Easily set the input type when using Call API with form-data.
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New Actions

  • String Replace Eol ➜ Replace \n, \r, and \t with their corresponding ASCII characters for new-line, carriage-return, and tab, or the other way around.

Existing Actions Updates

  • Call API - can now handle audio and video stream responses.

Bug Fixes

  • Actions: Inbound Email - Now marks emails as read upon retrieval, when using IMAP configuration.
  • Actions: Inbound Email - Fix for envelope missing data (prior to this fix, the sender key was missing for emails retrieved from some servers)

Dashboard: Plan Usage - Fix for remaining execution time computation.

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May 10th 2023: Here's a small preview of a bunch of stuff we've worked on lately.

New Features

  • You can now expand Input fields using ESC to access the full-screen view for easier variable insertion.
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  • Variables inserted in Code Editor inputs are now color-coded based on their Data Type
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Improvements

  • You can now access the Instances List directly from the Process Designer by using a button.
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  • The Help Center no longer blocks file downloads in the Instance View.
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  • You can now download the files used as input for scheduled processes.
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New Actions

  • Base64 To File - read more about it here.

Existing Actions Updates

  • Unzip - now supports opening password-protected archives.
  • Map Process Data - now supports mapping File to File.

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Updated 23 Apr 2024
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