Filled with enhancements to make administration easier to learn and faster to manage, HighGear 10.1.1 came directly out of first-hand observations of new admins during HighGear Administrator Training.
This release brings improvements to the workflow designer, form management, system alerts, and more. Your feedback helped shape this update, ensuring that HighGear continues to meet your needs.
- SaaS customers will be upgraded to version 10.1.1 on the following dates:
- Early Access: 10 PM ET on Saturday, March 8th
- Mainstream: 10 PM ET on Saturday, March 15th
- For support, please contact Support@HighGear.com.
- For additional licenses or services, please contact Sales@HighGear.com.
Workflow Designer Improvements
The workflow designer interface has been enhanced to make it easier to navigate and read workflows, and to make changes quickly.
New Pane-Based Workflow Editing
The workflow designer now opens the configuration interface for workflow lines to the side instead of in the middle. The selected line is highlighted and centered automatically in the designer area, making it clear which part of the workflow is being edited. Admins can also click between lines without closing the pane, allowing them to quickly navigate between different parts of the workflow.
New Node Overview Pane
Admins can now click directly on a node to see all the details of the node in a new dedicated pane. This provides an overview of the node and helps admins understand what actions or routes the task might take. This pane is also a convenient place to add, remove, or duplicate lines for each node type.
For decision, entry, and split nodes, the pane also displays the evaluation order of each line, helping to ensure the desired behavior for complex branching criteria. It also shows the number of tasks waiting at the node.
Easier Editing for Criteria and Actions
We’ve made several improvements to the line configuration interface to make editing easier than ever:
- The field dropdown menu now allows admins to type part of a field name and find it quickly.
- The formula control now shows useful examples and hints for easier reference.
- When editing lines, the pane footer now indicates when the user has made changes.
- Line changes are now autosaved as updates are made, making it possible to skip the Update button completely by just clicking onto the next line you want to work on.
- But don’t worry if you didn’t mean to save your changes — a reminder appears when clicking out of the pane with an option to undo if needed.
All of these changes make it much faster to find what you are looking for and quickly make changes while building or modifying a workflow.
Form Designer Enhancements
Admins can now manage fields and statuses directly from the form designer sidebar:
- Add or remove field options
- Rename or delete fields and statuses
- Modify permissions
The admin user interface for configuring whether a task can be created by users has been simplified. A new checkbox makes it clear whether a form should be selectable by users when creating tasks, or restricted to workflow use. And the form options interface now requires admins to specify whether new records are created as tasks or projects, preventing end-user confusion.
Finally, we’ve added helpful hints throughout the interface to make it easier for new admins to understand these important concepts.
Improved System Alerts Interface
The system alerts interface has been improved for better visibility and troubleshooting. Workflow-related alerts now include direct links to the node that triggered them, and a new System Alerts button in the workflow designer shows all alerts for the current workflow, helping admins resolve issues more efficiently.
Contact Administration Improvements
Managing security for users and groups is now more intuitive:
- The “Account Info” page is now called “Accounts and Security” (or just “Security” for non-user contact types), and is accessed via a tab instead of being hidden in the More Options menu.
- The Permission Group membership control has been moved to the top of the page for easier access.
Task Viewer Enhancements
Organizational Units (OUs) can now be added to any task’s Viewers field, allowing entire teams or groups to be granted task visibility by simply adding the OU to the viewers field. This can be done by end users, with form defaults, or by editing the field in workflow.
New Conversation Pane Permissions for Task Forms
The conversation pane enables users to collaborate on tasks by posting and reading messages. In this release, admins now have more control over who can post messages based on the task’s form. If desired, administrators can make the Conversation pane read-only or hide it entirely.
In addition, admins can now choose to allow task viewers to post messages even if they cannot otherwise edit the task.
Other Enhancements
- The “Create New” buttons in the sidebar have been given a new label to make them easier to discover.
- When creating a new form, the form designer is now automatically opened to make it easier for admins to start working on the new form.
- When switching between fields and operators of the same type in the workflow designer, the existing operators and values are not cleared.
- The “Can Manage Account Info” contact permission has been renamed to “Can Manage Accounts and Security” to match the updated contact tab name.
- The list batch edit interface now allows users to type part of a field name and find it quickly.
- The “Modify Task/Project” workflow node is now called “Modify/Create Task” to help new admins discover how to create new tasks from workflow.