See the full summary and watch the release highlights video here.
🔸New Tools for Managing and Acting on Business Processes in the Operational Dashboard
New enhancements to the Operational Dashboard make it easier to understand process performance, monitor tasks and workloads, and intervene more efficiently when needed to keep work moving forward.
With new bulk task reassignment, teams can quickly rebalance workloads when priorities shift, team availability changes, or work starts to pile up. Instead of updating tasks one at a time, you can now select multiple tasks and reassign them in a single action – directly within the dashboard, reducing repetitive steps so you can keep work moving forward more efficiently.
This update also makes it easier to take action on process instances directly from the dashboard. Apply key actions to individual instances or multiple selected instances at once, making it simpler to address issues, resolve exceptions, and keep processes on track without switching between views.
Enhanced filtering capabilities help you focus on the information that matters most. A streamlined filter dropdown makes it faster to apply available filters, while a new top filter menu lets you view, update, or remove individual filters without losing dashboard context. We’ve also added a new option to filter by assignee, giving you more flexibility when refining your dashboard views and allowing you to efficiently understand workload distribution.
🔸Updated Outlook Add-In: The Laserfiche Outlook Add-In for Microsoft 365 includes new capabilities that make it even easier to save and organize emails from Outlook directly into your Laserfiche repository. With the new save-on-send functionality, you can automatically file emails and attachments upon sending them. Other enhancements include support for adding metadata tags and generating pages or text on import — all directly from Outlook.
🔸Customize sender display name for emails sent from Workflow: Get more control and more personalization when using Workflow to automatically send out emails. You can now select from the same list of custom email display names available across Process Automation.
🔸Repository API V2 update: This update brings new capabilities to the Laserfiche API, including the ability to generate and update pages, lock and unlock entries, and check documents in and out. See the changelog for more details.
🔸Salesforce External Client Apps Support: Laserfiche Application Connection now supports Salesforce External Client Apps for new Salesforce integrations. This update aligns with Salesforce’s latest authentication approach for connection setup. Existing Salesforce connections using Connected Apps remain supported and functional. For more details, see: https://answers.laserfiche.com/questions/237068/Action-needed-Review-Salesforce-application-connections-in-Laserfiche-Cloud