Release Notes
Version 2.0.0

Release Notes - Dalfin Version 2.0.0

Release Date

August 5, 2024

Overview

Dalfin Version 2.0.0 introduces significant enhancements with a major focus on the Workflow Builder and a comprehensive UI/UX overhaul. This update aims to provide more powerful workflow management and an improved user experience.

Major Changes

  • Workflow Builder: Major build focused on expanding workflow capabilities and customization.
  • UI/UX Overhaul: Complete redesign and enhancement of user interface and user experience.

New Features

BrainGrid Controller

  • Workflow Builder:

    • Workflow Creation: Design and build complex workflows with ease.
    • Variable Management: Manage and configure variables used in workflows.
    • Trigger Management: Set up and manage various triggers for workflows.
    • Workflow Canvas: Visual interface for designing and managing workflows.
    • Archived Section: Access and manage archived workflows.
    • Access Manager: Control access to workflows and their components.
    • Process Tools:
      • Run: Execute workflows.
      • Validate: Check workflows for errors.
      • Validate and Publish: Validate and publish workflows.
      • Publish: Deploy workflows for use.
    • Workflow Logs: Track and review workflow execution logs.
    • Triggers:
      • Schedule Trigger: Trigger workflows based on a schedule.
      • File Trigger: Trigger workflows based on file events.
      • Database Trigger: Trigger workflows based on database changes.
      • UI Trigger: Trigger workflows based on user interface interactions.
      • Field Change Trigger: Trigger workflows based on field changes.
      • API Trigger: Trigger workflows via API calls.
      • Webhook Trigger: Trigger workflows via webhooks.
      • Timed Out Trigger: Trigger workflows on timeout events.
      • Auth Trigger: Trigger workflows based on authentication events.
    • Conditions:
      • Binary Condition: Simple true/false conditions.
      • Domino Condition: Sequential conditions based on multiple criteria.
      • Sequential Condition: Conditions evaluated in a specific sequence.
    • Events:
      • Email Event: Trigger email notifications.
      • SMS Event: Trigger SMS notifications.
      • Notification Event: Trigger in-app notifications.
      • Webhook Event: Trigger webhooks.
      • Invoice Event: Trigger invoice-related actions.
      • External API Event: Trigger actions via external APIs.
      • Create a User Event: Event triggered when a user is created.
      • Update a User Event: Event triggered when a user is updated.
      • Activate/Deactivate a User Event: Event triggered on user activation/deactivation.
      • Assign a Role Event: Event triggered when a role is assigned.
      • Create a Record Event: Event triggered when a record is created.
      • Update a Record Event: Event triggered when a record is updated.
      • Delete a Record Event: Event triggered when a record is deleted.
      • Duplicate a Record Event: Event triggered when a record is duplicated.
      • Restore a Record Event: Event triggered when a record is restored.
      • Request an Approval Event: Event triggered for approval requests.
      • Modify a Request Event: Event triggered when a request is modified.
      • Report in PDF Event: Event triggered for generating PDF reports.
      • Export Data to CSV/Excel Event: Event triggered for data export.
      • Redirect URL Event: Event triggered for URL redirection.
      • Alert Message Event: Event triggered for alert messages.
      • Table Actions Events: Events related to table actions.
    • Node Toolbar: Tools for managing and configuring workflow nodes.
  • ER Diagram: Enhanced entity-relationship diagramming capabilities for visualizing data relationships.

Business Intelligence

  • New List of Charts: Expanded and updated list of chart types for data visualization.

Invoice Central

  • Customize Invoice: Enhanced options for customizing invoice layouts and content.
  • Invoice with Stripe: Improved integration for generating and processing invoices with Stripe.

Additional Information

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For detailed documentation on new features and improvements, please refer to the user guides and documentation available in the Dalfin support portal.