Q3 2024

Release Name: 2024-Q3-V03

Release Date: August 23rd, 2024

Highlights of the Current Release

• Ushur Hub

  • Record Locking in HITL: Improved HITL with configurable lock durations and automatic lock release.

  • Junk Option Added: Introduced a Junk button for easier routing of irrelevant documents.

  • HITL Validation Hub: Launched a new hub for efficient data review and action in Ushur.

  • Key Patient Fields Pinned: Key patient fields (First Name, Last Name, and DOB) are always shown at the top of the Data Review tabs.

  • Sorting and Filtering: Enabled single-column sorting and filtering in data tables.

• Ushur Studio (Release 2.8)

  • Triggered Launches Tab: Manage and review workflows initiated by file uploads via the new Triggered Launches tab in Ushur Studio's Launchpad.

  • Language Translation Feature: Create synced read-only translations of workflows into multiple languages, ensuring accessibility and consistency.

  • AI Skills Module Enhancements: Configure multiple source tags and proper branching behavior on classification errors for improved control.

  • Compute Module Enhancements: Advanced JSON data manipulation and enhanced Activity Summary for better workflow insights.

  • Branch Module Status Display: View detailed condition evaluation results and branching paths in Campaign Analytics.

  • Webhook Module Enhancements: "Retry on Failure" and shorthand notations for expected response codes improve webhook reliability and configuration efficiency.

  • Enhanced Voice Workflow Launch: Select configured voice phone numbers with guidance on valid selections for seamless voice workflow setup.

  • SFTP Connections Enhancements: Access SFTP server details and change passwords securely for better SFTP configuration management.

  • Rate Limiting for SFTP: Added rate limiting for smoother workflow execution during large SFTP uploads.

• Ushur Platform Legacy

  • Password-Protected Files: Added handling for password-protected files across Ushur platforms.

  • Silent Listener: Continuous processing of user responses post-workflow is now supported.

  • CSV and TXT Upload Support: Expanded file upload options to include CSV and TXT formats.

• Invisible App

  • Custom Domain Setup: Introduced custom domain configuration for branded workflow URLs.

Ushur Hub

Enhanced Record Locking and Release Mechanism in HITL

Feature Type: Enterprise-Enabled Feature

Introducing improvements to the record locking and release process in the Human-In-The-Loop (HITL) workflow to ensure better data integrity and controlled access.

Description:

The Ushur Hub now features an enhanced record-locking mechanism within the HITL workflow. This update introduces configurable lock durations (enterprise setting) and an automatic lock release process, ensuring that records are securely managed while preventing editing conflicts.

Benefits:

• Data Integrity: Prevents multiple agents from editing the same record simultaneously, reducing the risk of data loss.

• Controlled Access: Locks records immediately when opened, allowing only one user to make edits while others can still preview the record.

• Automatic Lock Release: Automatically releases the lock when the set duration expires or when the user confirms closing the HITL window, making the record available for others.

• Customizable Lock Durations: Allows for configurable lock durations based on workflow needs, ensuring flexibility in managing record access. Refer to End User Display Pages.

Introduction of the Junk Option on the Data Validation Page in the Ushur Hub

Feature Type: Universal Feature

A new Junk button has been added to the Data Validation page, allowing users to route irrelevant documents to an alternative workflow.

Description:

• Enhanced Document Handling: Users can now mark irrelevant documents as Junk, improving data classification.

• Streamlined Workflow: Junked documents are automatically sent to an alternative external queue for review.

  By utilizing the new "Junk" option, users can manage document extraction more efficiently and maintain a clean review process. Refer to End User Display Pages.

Introducing the HITL Validation Hub in the Ushur Hub

Feature Type: Universal Feature

You can enhance your workflow with the new Human-in-the-Loop (HITL) feature, enabling efficient review, editing, and action on extracted data in the Ushur Hub.

Description:

We are excited to announce the release of the HITL Validation Hub, designed to improve the data review and update process within the Ushur Hub. This feature allows users to seamlessly review, edit, and take actions on extracted data from various sources such as emails and PDFs, improving data accuracy and workflow efficiency.

Key Benefits:

1. Efficient Data Review: View and edit extracted data with corresponding labels in a user-friendly layout.

2. Actionable Insights: Add actions or status indicators to data table columns for streamlined processes.

3. Advanced Filtering and Sorting: Single-column filtering and sorting to manage large datasets.

4. Improved Data Accuracy: Highlight data fields needing review and easily reset and submit changes.

5. Customizable Data Table: Select and configure variables in the Data Table configuration page.

The HITL feature leverages platform events-driven data collection, ensuring efficient data handling and improved performance. Enhance your data review and update processes with the Ushur Hub’s new HITL feature. For more information, refer to Human in the Loop.

Default Display of Key Patient Fields in HITL

Feature Type: Universal Feature

Key patient fields are now automatically pinned to the top of the Data Review tab, ensuring easy access and visibility.

Description:

As part of the latest update to the HITL workflow, three essential patient fields:

• First Name

• Last Name

• Date of Birth

These three fields will now be displayed at the top of the Data Review tab by default. These fields will be pinned to the top regardless of whether they contain values, ensuring consistent visibility and access for all documents.

Benefits:

• Consistent Visibility: The key patient fields are always visible at the top, making it easier to review and update essential information.

• Improved Workflow Efficiency: By having these fields pinned to the top, you can quickly verify and edit the most critical patient information without scrolling.

• Standardized Data Review: Ensures that First Name, Last Name, and Date of Birth are consistently available, regardless of document content. Refer to End User Display Pages.

Introducing Sorting and Filtering in Data Table Page

Feature Type: Universal Feature

New functionality to enable single-column filtering and sorting on data tables within the Ushur Hub.

We are excited to introduce the new sorting and filtering feature on the data table page of the Ushur Hub. This enhancement allows users to perform single-column filtering and sorting on workflow data displayed in tables/grids, improving the overall user experience and data management efficiency.

With the increasing number of records displayed in data tables, users now can:

• Filter: Select a column and enter specific text to filter the data.

• Sort: Click on column headers to sort data in ascending or descending order.

• Refresh: Click the refresh icon to update the table with the latest data.

  Note

  Clicking the refresh icon will reset and update the data table, clearing any applied sorting and filtering.

For more information, refer to Filter and Sort.

Ushur Studio (Release 2.8)

What’s New!

• Triggered Launches Tab: Manage and review workflows initiated by file uploads via the new Triggered Launches tab in Ushur Studio's Launchpad.

• Language Translation Feature: Create synced read-only translations of workflows into multiple languages, ensuring accessibility and consistency.

• AI Skills Module Enhancements: Configure multiple source tags and proper branching behavior on classification errors for improved control.

• Compute Module Enhancements: Advanced JSON data manipulation and enhanced Activity Summary for better workflow insights.

• Branch Module Status Display: View detailed condition evaluation results and branching paths in Campaign Analytics.

• Webhook Module Enhancements: "Retry on Failure" and shorthand notations for expected response codes improve webhook reliability and configuration efficiency.

• Enhanced Voice Workflow Launch: Select configured voice phone numbers with guidance on valid selections for seamless voice workflow setup.

• SFTP Connections Enhancements: Access SFTP server details and change passwords securely for better SFTP configuration management.

Introduction of Triggered Launches Tab in Launchpad

The new Triggered Launches tab in Ushur Studio's Launchpad section provides users with an enhanced ability to manage and review workflows initiated by file uploads via the UI or SFTP connections.

Description: The Triggered Launches tab is a significant update that empowers users with comprehensive control and visibility over their campaign workflows. This feature introduces several key functionalities designed to streamline workflow management and improve user experience:

• Enhanced Visibility: Provides a detailed table listing each workflow triggered by file uploads, including important information such as file name, status, upload time, launch method, recipient numbers, and errors.

• Improved Workflow Management: Allows users to easily approve, reject, or review the status of each triggered workflow directly from the table.

• Detailed Launch Summary: Users can access comprehensive launch details, including the method of upload, unique identifiers, records processed, and any errors encountered.

For more information, refer to Triggered Launches.

Language Translation Feature

Introducing the Language Translation feature, enabling users to create synced read-only translations of workflows into multiple languages, ensuring accessibility and consistency across different languages. Access this feature under Automation > [Applicable Workflow] > Canvas > Setup & Start > General Tab.

Description: The new Language Translation feature in Ushur Studio allows users to seamlessly translate workflows into multiple languages, maintain synchronization, ensure Campaign Analytics displays interactions in the language used by the end-users, and create cloned editable versions of the translated workflow. This update enhances inclusivity and usability for a diverse audience:

• Multilingual Support: Ensures end-users can interact with workflows in their preferred language, broadening the reach and accessibility of your workflows.

• Automated Synchronization: Any changes made to the original workflow are automatically replicated across all translated workflows, ensuring consistency and up-to-date content.

• Editable Clones: Users can clone read-only translated workflows to create editable versions in the selected language, providing greater flexibility and control over workflow content.

• Accurate Analytics: Campaign Analytics displays user interactions in the Engagement History in the language they were conducted, ensuring accurate and relevant insights.

To configure this feature, refer to the General Tab.

AI Skills Module Enhancements

• Enables the addition of Multiple Source Tags, offering more control over the configuration of the AI Skills module.

• Users can configure the proper branching behavior when errors occur in classification using the On error, branch to option so that there is a sufficient error path when classification fails

For more information, refer to the AI Skill Module.

Compute Module Enhancements

Enhancements to the Compute Module in Ushur Studio, including Activity Summary improvements and advanced JSON data type manipulation.

Description:

Activity Summary Enhancements

• Displays a concise status of the Compute module's actions in Campaign Analytics.

• Tidy and organized interface showing only high-level information by default.

• Expandable view for accessing specific details about calculations:

  • Compute Block Details including Starting Value, Operation performed, Value used, and Output tag.

• Benefits:

  • Clean and user-friendly interface.

  • Easy access to detailed computation steps on demand.

Advanced JSON Data Type Manipulation

• Support for adding, updating, deleting, and pushing keys within JSON data types.

• Operations include Add Key, Update Key, Remove Key, and Push Key.

• Benefits:

  • Enhanced control over JSON data processing.

  • Improved flexibility in managing JSON variables within workflows.

For more information, refer to the Compute Module.

Branch Module Status Display in Campaign Analytics

With this update, users can now view comprehensive details of the Branch module's execution in the Campaign Analytics section, providing better transparency and easier troubleshooting.

• Clear Condition Results: Displays each branch condition with result status (TRUE or FALSE).

• Detailed Parameters: Shows the defined parameters for each condition.

• Branching Paths: Indicates the specific steps or modules where the workflow branched based on conditions.

• Error Handling: Displays any errors encountered during condition evaluation or branching, along with the actions taken.

• Improved Workflow Transparency: Helps users understand the reasons behind specific workflow directions, reducing confusion and enhancing workflow management.

For more information, refer to Branch Module.

Webhook Module Enhancements

Enhanced the webhook module in Ushur Studio with new features including "Retry on Failure" and the ability to define expected response codes using shorthand notations for outbound webhooks.

Benefits:

• Retry on Failure:

  • Users can enable "Retry on Failure" for outbound webhooks to automatically retry API calls a specified number of times and at defined intervals if an expected response is not received.

  • Ensures higher reliability and effectiveness in handling webhook responses without manual intervention.

• Expected Response Codes:

  • Users can now enter expected response codes in shorthand notations (e.g., 2xx for success codes) or specific ranges (e.g., 300-350).

  • Provides a concise way to configure webhooks to encompass all necessary HTTP response scenarios.

  • Enhances clarity and efficiency in webhook configuration.

For more information, refer to the Webhook Module.

Enhanced Voice Workflow Launch

Short Description

Introduced new features to streamline the setup and launch of voice workflows by allowing users to select from configured voice phone numbers and providing guidance on valid selections.

Description

This update enhances the voice workflow launch process in Ushur Studio, providing a smoother and more user-friendly experience for citizen developers.

Benefits:

• Users can now easily select a configured phone number for voice workflows from a dedicated dropdown menu.

• The system alerts users if the selected phone number is not viable for voice calls, displaying an error message and prompting them to choose a different number.

• Ensures users are guided to choose from available and valid voice phone numbers, preventing configuration errors and enhancing reliability.

For more information, refer to the Launch Engagements.

SFTP Connections Enhancements

Introduced features for accessing SFTP server details and allowing admins to change SFTP passwords, enhancing usability and security for SFTP configurations in Ushur Studio.

Description

This update includes new capabilities for users and admins to manage SFTP server configurations more efficiently in Ushur Studio.

For All Users:

• Access SFTP Server Details:

  • Users can click on the green SFTP server indicator to view and copy the server address, port, and username.

  • Simplifies the setup process for SFTP clients, ensuring seamless workflow integration.

• Scenario: Unavailability of Server Details:

  • If no SFTP server is configured, the "Server Details" option will not be displayed.

For Admins Only:

• Change SFTP Server Password:

  • Admins can securely change the SFTP server password by clicking on the green SFTP server indicator and selecting "Change password."

  • The system enforces strong password criteria: minimum 8 characters, a mix of uppercase and lowercase letters, numbers, and special characters.

  • Non-admin users will not have access to the "Change password" option, maintaining the security integrity of SFTP configurations.

For more information, refer to SFTP Connections.

Enhanced Data Table Visibility for Import and Export Module

Improved the Import and Export Data modules to display all data tables from Ushur Studio and Ushur Platform (legacy), ensuring comprehensive data management capabilities. For more information, refer to Export Data Module and Import Data Module.

Access Legacy Project or Workflow in Ushur Studio

Users can now select Legacy’s appContexts, workflows/ushurs, and Ushur Studio’s projects/workflows in various selection dialogs, providing comprehensive visibility and integration.

Description

This update enhances the selection dialogs in Ushur Studio to include options from both Legacy and Ushur Studio environments, improving user experience and integration capabilities.

Features:

• Create Workflow Dialog: Users can now see and select both Legacy appContexts and Ushur Studio projects when creating a custom project. Empty projects/appContexts will not be displayed.

• SFTP Connections - Project Type or Workflow Type: When adding an SFTP connection and selecting a project type or workflow type, both Legacy appContexts or workflows/ushurs and Ushur Studio projects or workflows will be shown, excluding empty ones.

For more information, refer to Create Project and Workflow and SFTP Connections.

Rate Limiting for SFTP File Processing

Feature Type: Enterprise-Enabled Feature

Introducing rate limiting for files uploaded via SFTP Workflow-based connections, ensuring smoother and more efficient processing.

Description:

To enhance the performance and reliability of the Ushur Studio platform, especially when dealing with large volumes of files uploaded at once, we have implemented a rate-limiting feature. This ensures that workflows are triggered at a controlled pace, preventing system overload and maintaining optimal performance.

Benefits:

• Controlled Workflow Execution: Files uploaded in bulk will now trigger workflows gradually over time, preventing sudden spikes in system activity.

• Improved Platform Stability: By throttling the processing of files, the platform ensures consistent performance, reducing the risk of bottlenecks or delays in other services.

• Customizable Rate Settings: Citizen developers can configure the SFTP workflow processing rate in the Enterprise settings to control how many files are processed over a specific time interval. To make these changes, please contact your Customer Success Manager (CSM) or Site Reliability Engineers (SREs). Refer to Bulk Upload and Trigger Ushurs Using CSV File.

Minor Enhancements

• Delete Confirmation: Introduced a confirmation step that displays the tag name when deleting the workflow. Users can choose to either cancel or proceed with the deletion. Selecting 'Yes, delete' will delete the tag, while selecting 'Cancel' will close the modal without any action, ensuring intentional and reversible tag deletions.

  

• Export Workflow: Users can now select specific components to include when exporting workflows in Ushur Studio, allowing for tailored export files to meet individual needs. Components such as tags and datatable properties can be chosen directly from an export options modal.

  

• Branch Module Enhancements: The 'Branch' module now features a searchable dropdown for the first value field, allowing users to select from available tags, datatable properties, and global values without entering free text. For more information, refer to Branch Module.

• Read-only Workflows and Inspector Panels: Workflows and Inspector panels in Ushur Studio are now read-only when viewed in Published or Translated mode, preventing any modifications while allowing users to click on steps to view details in the inspector panel, ensuring workflow integrity.

• Name Validation: Introduced a consistent error message in Ushur Studio to inform users that project or workflow names cannot contain special characters other than underscores ('_'), ensuring clear guidelines and preventing invalid entries.

• Scheduled Launches Enhancement: Added the ability for users to terminate scheduled launches from the 'Scheduled Launches' screen in Ushur Studio, including a confirmation prompt to ensure effective management and cancellation of planned activities.

  

• Form Module Enhancement: Enhanced the rich text editor in the 'Display Text' form element of the Form Module with new formatting options in a dropdown under the Format menu:

  

  • Section Title (H2)

  • Section Description (H3)

  • Field Title/Question (H4) (Default format)

  • Paragraph (P)

• AI feature Configuration Enhancement: Implemented a global disable function for AI features in Workflow settings, ensuring all AI options are disabled together and do not work at the feature level when turned off, with the ability to re-enable and configure individual AI options as needed. For more information, refer to the Invisible App Tab.

• Form Module Enhancement for File Upload Element: Citizen developers can now configure the maximum number of files that end users can upload using the File Upload element in the Form Module of Ushur Studio. For more information, refer to Form Module.

• Workflow Execution After Module Removal: We resolved an issue where workflows failed to execute as expected when a module was deleted from a step. With this fix, workflows execute correctly as shown in the UI after removing any module.

• Minor UI updates to Activity Summary:

  • Status Icons updated: The incoming message status indicator is updated to purple for better visual differentiation and a tooltip for each icon.

  • Frozen Header section: The header section in 'Campaign Analytics' now remains fixed at the top while scrolling through the activity summary, ensuring constant visibility of workflow information and actions. For more information, refer to Campaign Analytics.

Ushur Platform Legacy

Handling Password Protected Files

Feature Type: Enterprise-Enabled Feature (Ushur Platform Legacy)

Introducing a new feature to efficiently handle password-protected files submitted by end-users.

This feature is available on Invisible App, Ushur Hub, Ushur Platform (Legacy), and Ushur Studio. In Ushur Platform (Legacy), users can enable this feature by configuring the enterprise settings. In Ushur Studio, users can activate this feature by selecting the checkbox in the Form Module > File Upload element.

Description:

We are pleased to announce the new feature for handling password-protected files in the Ushur Hub. This feature ensures that files requiring a password are promptly flagged and appropriate actions are taken to gather the necessary credentials for processing.

Key Benefits:

1. Efficient File Handling: Automatically detects and prompts users to enter passwords for protected files during submission.

2. Streamlined Processing: Automatically leverages the password provided by the end-user to unlock files for further document processing.

3. Enhanced Security: Securely stores collected passwords, with access restricted via API to authorized personnel only.

By incorporating this feature, we enhance the user experience and maintain the integrity and security of the data within the Ushur Hub. For more information, refer to Handling Password Protected Files.

Silent Listener Core Feature

Feature Type: Universal Feature

Introducing the Silent Listener at the core feature, which allows continuous processing of user responses even after a workflow has been completed.

Description:

The Silent Listener at the Core feature in Ushur is designed to enhance user engagement by enabling the system to capture and process responses from users even after the primary workflow has concluded. This feature ensures that no user input is missed, providing a seamless and uninterrupted experience. Users can access this setting from Ushur Dashboard > [Applicable Ushur] > Settings.

Key Benefits:

1. Continuous Engagement: The Silent Listener at the core remains active post-workflow completion, ensuring all user responses are captured and processed without interruption.

2. Configurable Responses: Users can configure automatic response messages or trigger specific Ushur processes based on the received input, enhancing flexibility and user interaction.

3. Support for Multiple Channels: The feature currently supports SMS and WhatsApp channels, making it versatile for various communication preferences.

4. Improved User Experience: By processing inputs continuously, the feature provides a more engaging and user-friendly experience, ensuring users feel heard and always attended to.

For more information, refer to Silent Listener at the Core.

File Upload Module with CSV and TXT File Support

Feature Type: Universal Feature

The File Upload module now supports CSV and TXT file formats, allowing end users to securely upload a wider range of document types through the Invisible App engagement.

The module now supports JPG, JPEG, PNG, PDF, XLS, XLSX, TXT, and CSV file types, providing users with greater flexibility in the types of files they can upload. For more information, refer to the File Upload Module.

Invisible App

Custom Domain Configuration for Invisible App

Feature Type: Universal Feature

The new Custom Domain Configuration feature allows citizen developers to maintain consistent, white-labeled domains for all URLs generated within a workflow, enhancing brand consistency.

Description

The Custom Domain Configuration feature in Ushur provides citizen developers with the ability to configure and maintain consistent, branded domains for all URLs generated within a workflow, including short links.

Key Benefits

1. Consistent Branding: Maintain a cohesive brand experience by using custom domains for all generated URLs within a workflow.

2. Enhanced User Experience: Ensure users encounter familiar, branded URLs, which can increase trust and engagement.

3. Easy Configuration: Citizen developers can easily select from a list of pre-configured domains in the Invisible App settings.

For more information, refer to the Invisible App Tab.

Miscellaneous

• UI Improvement: Enhanced user interface for a more intuitive experience.

• Bug Fixes: Resolved bugs to ensure smoother operation.

• Performance Improvement: Optimized system performance for faster processing.