Every week we make between 10 and 20 small refinements to the Therefore BPM Suite. In a year that amounts to about 780 refinements. The Therefore BPMS has been under continual refinement for the last 14 years, which translates into some 10,920 refinements. What would you expect if you refined something 10,920 times?

What follows is an overview of the core enhancements made during the course of the development of the 5th release of the Therefore BPMS application, which should give you an idea of the type of value that we are continually adding to the Therefore BPMS.

Fix the Reminders tab left hand side summary display listing error that presents itself should the Limit Reminders displayed by menu option selected option have been selected on the Review and Utility Screen Options screen.

Comments Interface

Fix the Comments tab left hand side summary display listing error that presents itself should the Limit Comments displayed by menu option selected option have been selected on the Review and Utility Screen Options screen.

Task / Query Review Screen

Resolve Utilities display sequence inconsistency with respect to the display of the following Utilities by standardising on an oldest to newest sequence …

Notes
Ad-Hoc email
Ad-Hoc SMS
Progress Status Updates

Introduce configurative options that allow for the display of the following data elements via the Task / Query Review screen when their Therefore ThreadBuilder™ visibility is set to “Hide” …

Classification
Priority

Introduce configurative options that allow for the display of the following data elements via the Task / Query Review screen when their Therefore ThreadBuilder™ visibility is set to “View” …

Long Description
Priority
Date / Time
Classification

Revise the Task / Query Review screen’s styling for the following fields should they be set to “display” via the “Review and Utility Screen Options” screen and be set to “View” or “Hide” via the Therefore ThreadBuilder™ so as to indicate that the User wasn’t in a position to edit their contents …

Long Description
Priority
Date / Time
Classification

Review and Utility Screen Options Screen

Add options for the fields detailed below that enable them to be displayed on the Task / Query Review screen when they have been set to “hide” or “view” via the Therefore ThreadBuilder™, as per the new functionality outlined under the Task / Query Review Screen heading.

Therefore ThreadBuilder™ “View” display options …

Long Description
Priority
Date / Time
Classification

Therefore ThreadBuilder™ “Hide” display options …

Classification
Priority

Add the following attachment player / previewer enable / disable options …

Audio player
Video player
Image previewer
PDF previewer

Update instructions text.

Attachment Players / Previewers

Implement the following players / previewers for deployment throughout the system where attachments are displayed for access …

Audio player

Video player

Image previewer

PDF previewer

Activate Optional Features Screen

Add Display Availability Status option to the Contact List Configuration section of the Activate Optional Features screen.

Make various narration text refinements.

Update instructions text.

Contact List

Revise the logic that drives the display of Availability on the Contact List such that display / non-display is solely determined by the new Display Availability Status option introduced on the Activate Optional Features screen.

Revise the manner in which the Contact List’s post search User Listing behaves after a user has been selected so that the User Listing remains static / compliant to the search performed until the search is cleared.

Add placeholder text to the search text box.

Thread Check

Revise the No Available Buttons Error Thread Check message.

Revise the Terminating Button on Starting Entry Type Error Thread Check message.

Ensure that a “no buttons” Thread Check is triggered if there are no buttons allocated to the create step.

Resource File Management

Various Resource File tidy ups.

Notification Functionality

Add new search / replace variables …

Thread Type Name
Thread Type ID
Creation Date
Creation Time
Goal Date
Goal Time
Now Date
Now Time
Percentage of time used
Status colour
Department Head
Task Company Web address
Task Company Internal coordinator
Task Company External coordinator
Primary Company Web address
Primary Company Internal coordinator
Primary Company External coordinator
Primary Company External Reference 1
Primary Company External Reference 2

Add new email routing variables ...

User Group
Department Head
Task Company Internal Coordinator
Task Company External Coordinator
Task Company External Reference 1
Task Company External Reference 2
Primary Company External Reference 1
Primary Company External Reference 2
Department External Reference 1
Department External Reference 2
Major External Reference 1
Major External Reference 2
Minor External Reference 1
Minor External Reference 2
Thread Type External Reference 1
Thread Type External Reference 2

Ensure that all User specific email routing variables don’t return an email address if the underlying User has been disabled.

Update Notifications definitions document (Version 17).

Therefore ThreadBuilder™

Revise the tab sequence on the following Therefore ThreadBuilder™ tabs …

Thread Type Level tabs …

Details
Proxy
Company
Contract

Entry Level tabs …

Details
Notice

Allow the Entry Level “Long Description” field to be set to “View”.

Correct display error on the Entry Level’s “Email Cycle” tab such that the bottom scroll arrow is not obscured.

Smart Search

Resolve intermittent error that presents with the following keyword searches …

Black
Green
Yellow

Disable Search Text box spell check.

Fix the error that occurs should a user click the “Cancel” button on a Utility screen while an active Smart Search is in play.

Add placeholder text to the Smart Search box.

Quick Search

Add placeholder text to the Quick Search box.

Revise styling of the Quick Search box.

Copyright Management

Update all Email Templates so as to mark them as © 2020

Update Therefore ThreadBuilder application so as to indicate © 2020

Update web application so as to indicate © 2020 in the following contexts …

Unauthenticated screens
Authenticated screens
Print and PDF screens
Report Viewer screen

Update the following style sheets so as to indicate © 2020 …

Public Style Sheet
Light Blue Style Sheet
Common Style Sheet
Print Style Sheet

Version Management

Update Web version number to 5.x.x.x.

Update Therefore ThreadBuilder™ version number to 5.x.x.x.

Update Service version number to 5.x.x.x.

Authenticated Footer

Should the footer have been configured to display the Active Task, only display the “Active Task” narration if there is an active task in play so as to minimise screen clutter.

Resolution Targets Screen

Limit the Target Hours field to only allow for the capture of whole numbers.

Revise the maximum target hours exceeded validation message.

Revise instruction text.

Revise formatting of narrations under the Variables heading.

Revise the fields on which the spell checker is turned on / off.

Classification Screen – Department Level

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

Classification Screen – Major Level

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

Classification Screen – Minor Level

Limit the Target Hours field to only allow for the capture of whole numbers.

Revise the maximum target hours exceeded validation message.

Revise formatting of inline validation messages.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” or “Create” button is clicked.

Resolve bug such that the system retains all data captured / changed when a non-inline validation error is triggered by clicking the “Save” or “Create” button.

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

Security Group Screen

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Company Screen

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

User Administration Screen

Revise the fields on which the spell checker is turned on / off.

Point of Presence Screen

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

Password Rules Screen

Revise formatting of inline validation messages.

If there are active inline validation errors, present the User with a “Please resolve all on screen validation errors” popup when the “Save” button is clicked.

Introduce a “Reset login failures” on “sign in” or “password change” radio option.

Revise instructions text.

Revise the fields on which the spell checker is turned on / off.

Priority / Thread Type Allocation Screen

Revise formatting of inline validation messages.

Resolve bug such that the system retains all data captured / changed when a non-inline validation error is triggered by clicking the “Save” or “Create” button.

Resolve bug such that the system retains awareness of the Priority being edited when a non-inline validation error is triggered by clicking the “Save” button.

If there are inline validation errors in place, present the User with a “Please resolve all on screen validation errors” popup when the “Save” or “Create” button is clicked.

Revise the fields on which the spell checker is turned on / off.

Revise the duplicate “Name” validation check mechanism, both in new and edit mode.

Document Type / Thread Type Allocation Screen

Revise formatting of inline validation messages.

Resolve bug such that the system retains all data captured / changed when a non-inline validation error is triggered by clicking the “Save” or “Create” button.

Resolve bug such that the system retains awareness of the Document Type being edited when a non-inline validation error is triggered by clicking the “Save” button.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” or “Create” button is clicked.

Revise the duplicate “Name” validation check mechanism, both in new and edit mode.

Revise the fields on which the spell checker is turned on / off.

Primary Company Screen

Revise formatting of inline validation messages.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” button is clicked.

Revise the fields on which the spell checker is turned on / off.

Trailing carriage returns to be removed from the following fields on save …

Communication Disclaimer
Reporting Disclaimer

Status Colours Screen

Revise formatting of inline validation messages.

Revise placement of data capture fields to ensure consistency with other screens.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” button is clicked.

Current Performance Calculation Screen

Revise formatting of inline validation messages.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” button is clicked.

Revise the fields on which the spell checker is turned on / off.

Manage Reporting Screen

Trim leading, trailing and superfluous inner spaces as well as spaces before and after commas from the data saved in the Headings field.

Remove leading, trailing and extra spaces from within the Menu Name, Long Name and Family Name fields on save.

Revise formatting of inline validation messages.

If there are inline validation errors present, present the User with a “Please resolve all on screen validation errors” popup when the “Save” button is clicked.

Revise formatting of the Report Name in the “Select a Report to edit” dropdown.

Revise the fields on which the spell checker is turned on / off.

Sharing My Contact Details Screen

Revise instructions text

Revise narration text

My Contact Details Screen

Revise the fields on which the spell checker is turned on / off.

My Email Address Screen

Revise the fields on which the spell checker is turned on / off.

Options Menu Structure

Revise the options menu structure.

Implement new options icons to accommodate the revision of the Options menu structure.

CSS Stylesheet Management

Revise “Print” stylesheet to accommodate newly introduced attachment players / previewers.

Revise “Light Blue” stylesheet to accommodate newly introduced attachment players / previewers.

Revise “Light Blue” stylesheet to accommodate for newly introduced Welcome page collapsible instructions.

Make miscellaneous style sheet refinements to improve look and feel / usability.

Technology Credits Screen

Credits listing updated.

TinyMCE Tich Text Editor

Upgrade the TinyMCE Rich Text Editor to the latest version throughout the site.

Long Description Templates

Implement TinyMCE Long Description Templates on the create / update screens.

Enable TinyMCE Templates such that they can be configured at Entry Type level.

Allow for the specification of the path to the TinyMCE Long Description Template repository via the web.config file.

Implement TinyMCE Template not editable functionality so as to allow HTML contained within Templates to be uneditable via the TinyMCE interface.

Allow for the TinyMCE rich text editor to be used in “full screen mode”.

Enable TinyMCE Templates to be used as detailed below …

Allow for optional insertion, via the TinyMCE menu structure, of HTML based content and / or allow for the default insertion of HTML based content on page load.
Allow for the insertion of previously captured “Long Description” content, either in “all” or “most recent” mode.
Allow the “Long Description” to be set up as a “View” field.
Allow Notification “Search and Replace” variables to be used within TinyMCE Long Description Templates.
Implement a dynamic “Template” button, i.e. appears only when applicable, on the Create / Update screen’s TinyMCE Long Description field.

Progress Status Updates Utility Screen

Fix bug the that occurs when Progress Status Updates are saved and the underlying Task or Query does not have a “Goal Date / Time” in place.

User Groups Screen

Display User Group ID on the User Groups screen when the signed in User has activated Debug Mode in support of using User Groups as a Notifications routing variable.

Revise the duplicate “Name” validation mechanism, both in new and edit mode.

Debug Mode Screen

Update instructions to detail the display of the User Group ID when Debug Mode has been activated.

Revise update status message to read “Debug mode updated”.

Email Templates

Revise the Task / Query Detail Object so that the “Long Description” that it carries is rich text.

Database Management

Implement various database upgrade scripts …

Correct intermittent colours-based Smart Search errors (Script 139)
Various revisions to the “Options” menu structure (Script 140)
Implement reassign reason weighting (Script 141)
Add a “Reassign Reasons” menu option to the “Options” menu (Script 142)

Report Viewer

Rewrite the report viewer using latest versions of Angular components.

Implement a more user-friendly “Report List”.

Implement “Report Usage” material.

Ensure that the CSV “Export” button is disabled until the report has been run.

Revise the styling of the Report Viewer screen.

Welcome Pages

Reformat all welcome pages such that the instructions are displayed in a “collapsible” format.

Make various “Welcome” page instruction text revisions.

Dashboard Performance Option

Revise the styling of the Dashboard’s “Performance” option data tables to enhance readability.

My Password Screen

Revise instruction text on My Password screen

Public Password Change Screen

Revise, with a view to simplifying, the text on the public “Change Password” screen.

Public Sign In Screen

Revise the fields on which the spell checker is turned on / off.

Public Forgotten Password Screen

Revise the fields on which the spell checker is turned on / off.

Point of Presence Screen

Trailing carriage returns to be removed from the following fields on save …

Physical address
Postal address

User Management Screen

Trailing carriage returns to be removed from the “Admin notes” field on save.

Various narration changes.

Unauthenticated Redirect to Default

Change the way the system handles unauthenticated URL calls such that the User is redirected to the unauthenticated default page.

.net Framework

Upgrade the .NET Framework to 4.7.1.

Reassign Reasons Screen

Implement a Site Setup screen that allows for the management of “Reassign Reasons”.

Reassign Screen

Ensure that Reassign Reasons are listed in accordance with their weighting, ascending.

Should no weighting be in place, ensure that Reassign Reasons are listed in accordance with their “Reassign Reason Name”, ascending.

Task Summary

Implement the new Task Summary sorting option (i.e. “sort active task to the top” or “anchor active task to the top”) as configured via the “Summary Object Options” screen.