Our venerable Process Builder, the hub of Integrify, has gotten a facelift that will roll out to customers in September. As many long-time customers know, the look and feel of Integrify’s core tool have seen little change over the years. While it’s always gotten the job done, as we continue to improve the usability and appearance of the application, it was time to consider what we could do to improve the way customers build processes, starting with the look and feel.
Skip to functionality differences
While the process builder has always been able to get the job done, the experience of dragging, hovering, and connecting tasks can sometimes feel a bit awkward. Menu flyouts sometimes disappear too quickly, and tasks sometimes don’t drop precisely where you need them.
We wanted to improve the overall experience of building processes to save time and reduce frustrations.
The current process builder uses solid colors to fill each shape. While distinctive, it can lead to readability issues with the task labels, especially for those with vision disabilities—the task types need to be easily identifiable but cleaner.
We wanted to make tasks easier on the eyes and improve readability.
When we originally developed the process builder, the shape choices for process tasks were a bit of an afterthought. While we used the familiar diamond shape for a decision point/approval, the rest of the task shapes don’t have much relevance to the task itself.
We wanted to keep tasks recognizable while standardizing the rest for a more streamlined look.
While functional, the connectors in the current version of Integrify are a bit blocky and sometimes don’t look connected entirely to tasks.
We wanted to provide smoother connector lines that behave consistently.
In addition to the new streamlined, cleaner look, here are the new features coming in this release.
Want to see all the tasks that will be affected by the execution status of another task?
Just select either Foresight or Hindsight and then click on any task, and Integrify will highlight all the tasks upstream or downstream that have status comparison rules based on the selected task.
We heard from many customers that it would be great to leave comments on the process canvas. These might be explanations about how/why something was done a certain way, reminders about future edits, notes to colleagues, etc.
You can easily drag and drop a note onto the process canvas that will be visible to anyone editing the process.
Your five most frequently-used tasks will now be conveniently shown in their own section at the top of the task list. This list is dynamically generated based on your usage patterns.
It can sometimes be a chore for customers with extensive, complex processes to scroll around and find specific parts of the process to edit.
With the new “Overview Mini-Window” you can see a map of the entire process and quickly move to any part of it.
The new Process Builder began rolling out to cloud customers on August 25.
Note: On a Mac, the Command key is used as the modifier instead of the Control key.