What's new

New features and functionality in WorkZone Process 2023.3

Case activities

Activity types are now called activity effects to reflect the terminology change in the DCR Portal.

This release includes a number of new and updated activity effects.

New CreateEntity activity effect

Using the new CreateEntity activity effect, you can create new WorkZone entities, such as cases, documents, contacts, or custom types.

See CreateEntity.

New MergeDocument activity effect

With the new MergeDocument activity effect, you can merge values from WorkZone with merge fields in a document.

See MergeDocument.

SendSmartPost activity effect supports PDF/UA

SendSmartPost now uses the ValidatePDFUA setting in the SmartPost process parameters in WorkZone Configurator. If this setting is turned on, letters and attachments are validated for PDF/UA compliance.

Apply access codes

The SetValue, CreateEntity, and UpdateEntitities activity effects now supports applying access codes, which makes it possible to control access to information in WorkZone when you update information automatically by using case activities. You can, for example, fetch the access code from one entity and set this access on another entity, for example on cases.

See Apply access codes.

Reference values from DCR activities

Some activity effects return values such as IDs of new cases, documents, contacts, process instance IDs, or values from properties. You can now reference these values in other activities by using the syntax {DCR.ID}, where DCR is a prefix and ID is the ID of the activity effect which value you want to refer to.

See Reference values from DCR activities.

Query options

You can now use OData clauses such as $top, $ordeby, $count, $skip, and $Aggregate in a new QueryOptions parameter in the GetValue and ValidateEntities activity effects.

See Use query options.

Flexible mapping of Interact form data to WorkZone data

The Interact connector service workflow now supports that you can create field mappings by using a custom XSLT transformation. You can create more advanced mappings in a custom XML format compared to what the WorkZone Interact add-in offers. You can, for example, handle multiple contacts, contact roles, and that a contact has more than one address. An XSLT transformation is required for the Interact connector service workflow to retrieve Interact data from a custom XML format.

To support both the use of the existing Interact add-in and the custom XML format, the Interact connector service workflow has three new parameters:

  • UseLegacyFormat

  • CustomTransformationRecordId

  • CustomSchemaRecordId

See Create and configure an Interact connector service workflow for a description of the parameters.