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What's New at Pantarey

📊 For Admins

  • Monitor and manage external tasks centrally
    A new "External Tasks" view is available in the Process Explorer. It lists every external user task with status, recipient and activity and can be filtered by status, activity or recipient. For each task, notifications can be resent, templates from the currently deployed BPMN can be applied to running tasks, or the task can be cancelled — individually or as a bulk action with progress display and an option to stop. (May 2026)

  • Download process documentation as PDF
    In the process explorer, the automatically generated documentation of a deployed process can now be downloaded directly as a PDF. This makes it easier to share, archive, or review the documentation outside Pantarey. (May 2026) Stay up to date on new features, improvements, and updates.

🆕 Current Highlights (May 2026)

Starting in April, entries are grouped by audience – for easier scanning.

👤 For End Users

  • Dashboard refresh button
    A new refresh button in the dashboard header reloads all widgets at once. Data can be brought up to date after external changes without reloading the entire page. (May 2026)

  • Widgets refresh automatically after a time entry
    When a timer is stopped and a time entry is saved in the time tracking widget, dependent widgets on the dashboard – such as tables listing time entries or hour summaries – update automatically. No manual reload is required. (May 2026)

  • PDF preview now includes computed fields immediately
    In forms with PDF preview, computed fields are now taken into account before the record is saved. Totals, date values, and combined text fields can therefore be checked directly in the generated document. (May 2026)

  • Number input in forms fixed
    Negative signs, comma as decimal separator, and intermediate typing states are again accepted reliably in number and integer fields. (May 3, 2026)

🔧 For Process Builders

  • New form element: Funnel selection
    A new "Funnel" form element enables cascading, step-by-step selections inside forms. Each step can be populated via an SQL query against the data lake or as a free input (text, number, date, multi-line text, checkbox) – later steps can reference the results of earlier ones. An optional result widget (table or single value) can be shown at the end. Typical use cases include project time tracking, employee selection by department, or multi-step filters. (May 2026)

  • Time tracking: Single or multi-timer mode
    In the time tracking widget properties, it is now possible to choose between single-timer mode (only one timer running at a time) and multi-timer mode (multiple timers active in parallel). Single mode suits classic employee time tracking; multi mode fits work across several projects in parallel. (May 2026)

  • Computed fields available from process start
    When a process is started with data from a data structure, computed fields are now evaluated as part of the start. Follow-up activities can use these values immediately, without requiring the data object to be saved first. (May 2026)

  • Send faxes directly from a process
    The new service tasks “Send fax” and “Query fax status” make it possible to deliver documents such as invoices, delivery notes, or confirmations as faxes – fully automated, with no fax hardware and no separate fax contract. Sending faxes is a paid add-on. Please contact Pantarey if interested – once enabled, the tasks become available in the process designer. (May 2026)

🗓️ Previous Updates

April 2026

👤 For End Users

  • Bulk action in batch task processing
    In the batch task view, the same action can now be preset for every entry with a single click – for example “Apply ‘Approve’ to all”. Individual tasks can still be adjusted afterwards. If the tasks originate from different process versions with differing choices, the bulk action is hidden and a note is shown instead – to prevent mismatched actions. (Apr 22, 2026)

  • Redesigned file upload in forms
    The upload areas for PDF, image, and file attributes have been redesigned. Uploaded files are now shown directly in the form with their names and can be removed individually via a trash icon. Multi-file uploads, replacing a file, and re-uploading the same file now work reliably. The existing thumbnail display for images is preserved. (Apr 21, 2026)

  • Bug fix: Required validation for file uploads
    When a PDF, image, or file attribute was marked as required in the data designer, the corresponding form did not validate this correctly. Even after a file had been uploaded, the form still reported "Invalid form", and missing required uploads were not flagged as errors. This has been fixed – required file upload fields are now validated correctly. (Apr 21, 2026)

  • Bug fix: Start event filter reset after navigation
    After starting a process from the "What would you like to do?" tile, the search term could still be displayed but no results were visible. Entries only reappeared after modifying the search text. This has been fixed – the filter is now applied correctly when returning to the overview. (Apr 18, 2026)

  • PDF preview: Optimized for long forms and mobile devices
    The PDF preview now stays visible while scrolling through long forms – the form scrolls independently while the preview remains fixed. On small screens, a toggle in the header bar allows switching between the form and the preview. Additionally, the preview now loads immediately when the form is opened, without requiring any input first. (Apr 18, 2026)

  • PDF preview in task forms
    When filling out a task, a live PDF preview can now be displayed alongside the form. The preview updates automatically as data is entered – making it immediately visible how the finished document will look. The feature is enabled in the process designer within the task properties and can be combined with any PDF-capable service task. (Apr 16, 2026)

  • Reference fields: Selection displayed instantly
    When selecting an entry in a reference field, the name is now shown immediately – without waiting for the full data to load. Details are fetched in the background. Additionally, reference fields can now be skipped using the Tab key without being forced to select an entry. (Apr 16, 2026)

  • Bug fix: Selection in reference fields could disappear
    After selecting an entry in a reference field, the display could become blank shortly after – especially in Firefox. The selection appeared to not have been saved. This has been fixed. (Apr 16, 2026)

  • Data export in dashboard tables
    Table widgets on the dashboard now include an export feature. The displayed data can be downloaded as CSV, Excel, or JSON. The export button appears in the table footer once data has loaded. (Apr 16, 2026)

  • Reset dashboard layout to default
    The dashboard layout can now be reset to its default state in the user profile. All hidden cards are restored as well. The option is located in the "Dashboard Cards" section. (Apr 12, 2026)

  • Bug fix: Dashboard layout stable during window resize
    Resizing the browser window (e.g. switching between desktop and mobile view) could cause the dashboard layout to be overwritten unintentionally. Custom card arrangements were lost in the process. This has been fixed – the layout now remains intact during resize operations. (Apr 12, 2026)

  • Reference fields show results immediately
    Reference fields in forms now display available entries as soon as the dropdown opens – without requiring a search term first. This is especially convenient when only a few records exist. Typing still refines the results as needed. (Apr 9, 2026)

  • Preview tooltip fix for reference fields
    When selecting an entry in a reference field, the preview card could briefly appear in the top-left corner of the screen. This has been fixed. (Apr 9, 2026)

  • Action selection in batch task processing
    When processing multiple tasks of the same type at once, an individual action can now be selected per task – such as "Approve", "Reject", or "Skip". Skipped tasks remain open and are not submitted. This makes it easy to handle specific tasks differently, even when working through large batches. (Apr 4, 2026)

  • Improved email validation in forms
    Email validation in form fields has been optimized. Previously, entering long email addresses could cause noticeable delays. Validation is now instant – even with very long inputs. (Apr 4, 2026)

🔧 For Process Builders

  • Sequential numbers with nextId
    The new template function $fn('nextId', 'invoice') produces sequential numbers directly in document names, business labels, JSONata expressions, or service task inputs – ideal for invoice, order, or ticket numbers. Each counter has its own name and counts independently. The JSONata editor evaluates the function live with mock values, so formats can be verified directly in the editor. See the counters documentation for details. (Apr 29, 2026)

  • Computed fields in data structures
    Attributes in data structures can now be defined as a computed field. The value is derived automatically on the server when a record is saved – for example a gross amount from net and VAT, a full name from first and last name, or a due date from invoice date plus payment terms. Both JSONata and JavaScript are available as expression languages, and multiple computed fields are evaluated in attribute order so that later calculations can reference earlier results. Computed fields are read-only in forms, visually highlighted, and available in dashboards, tables, and exports like any regular attribute. See the computed fields documentation for details. (Apr 29, 2026)

  • New service task: AI-based data extraction from OCR results
    The new "AI: Extract data from OCR" service task turns OCR results into structured data – header fields (e.g. document number, date, vendor), line items (e.g. articles with quantity and price), and an automatic key-value index for downstream search. Each field is described in plain text, and the task combines all sources from the OCR result (markdown, layout blocks, tables, seals, text fragments) into one consistent JSON output. The full workflow "read document → extract data" can now be modeled with just two service tasks. (Apr 29, 2026)

  • OCR now accepts images directly
    The "Read document (OCR)" service task now accepts image files (PNG, JPG, BMP, TIFF, WEBP) as direct input, in addition to PDFs – no prior conversion required. The input field has been unified to document (previously pdf), so the same process can handle both scanned PDFs and smartphone photo uploads. (Apr 29, 2026)

  • Dashboard designer: Improvements
    Pending edits are now reliably included when deploying – even if "Deploy" is clicked immediately after a change. In addition, Kanban widgets correctly retain hidden columns, custom order, and sort mode when reopened for editing. Kanban boards can now be scrolled horizontally when more columns exist than fit on screen. (Apr 29, 2026)

  • Simplified XOR conditions with text, lists, and objects
    In exclusive gateway conditions, placeholders containing text, numbers, lists, or objects can now be compared directly – without manually wrapping them in quotes. Examples: $(email) === "test@example.com" or $(arr).length > 0. Checks for missing values ($(missing) === undefined) also work reliably. The previous notation with manual quotes remains valid. (Apr 29, 2026)

  • Bug fix: File lists were stored incompletely in the data lake
    When writing records containing a list of files to the data lake (for example as a result of the new "Unzip ZIP file" service task), only the file names were persisted. Additional details such as file type and internal reference were missing. In addition, saving could fail entirely for very large lists (several hundred files). Both issues have been fixed – file lists are now stored completely and reliably, even for extensive results. (Apr 22, 2026)

  • New service task: Pack files into ZIP archive
    The new "Pack files into ZIP archive" service task bundles multiple files within a process into a single ZIP archive – optionally with a custom folder structure. Typical use cases include combining several generated PDFs (e.g. invoices or certificates) into one download, archiving all documents of a case, or sending multiple files as a single email attachment. The compression level is configurable, duplicate paths are handled automatically, and safety limits for oversized archives are built in. This task is the counterpart to "Unzip ZIP file" and round-trip compatible – the output of "Unzip" can be fed directly back in as input. Details (Apr 22, 2026)

  • New service task: Unzip ZIP file
    The new "Unzip ZIP file" service task extracts ZIP archives directly within a process so that the contained files can be processed individually. Files are returned grouped by the archive's folder structure, which allows follow-up tasks to target specific subfolders (e.g. invoices/, bookings/). An optional filter can restrict extraction to specific file types (e.g. *.pdf or *.csv). The output follows the standard file format and can be passed directly into other service tasks such as "Extract CSV" or "Split PDF" – also as input for multi-instance subprocesses. Built-in safety checks guard against zip bombs, path traversal, and oversized archives. Details (Apr 22, 2026)

  • Update applications from the marketplace
    Previously imported applications can now be updated directly in the marketplace – no full reinstallation required. A new ↻ button on the card automatically adds new fields from the template, including fields inside nested objects and arrays of objects. Existing data and custom adjustments are fully preserved; fields are only ever added, never overwritten or deleted. Fields that were removed by accident can also be restored this way. Details (Apr 22, 2026)

  • Bug fix: Attribute order in the data designer
    For schemas based on imported marketplace templates, the order of attributes in the data designer could not be changed via drag & drop. Newly added attributes could also not be moved to the desired position in such schemas. This matters because auto-generated forms follow the attribute order. The behavior has been fixed – attribute order can now be adjusted reliably, including in previously imported templates. (Apr 22, 2026)

  • Input/output configuration at a glance
    In the process designer, the "Configure input/output data" button now shows directly whether values have already been set for an activity. Configured parts such as input, output, result path, or "ignore result" appear as small chips below the button. This makes it visible without opening the dialog whether and what has been configured. (Apr 21, 2026)

  • Expanded and improved icon picker
    The icon picker used in the process designer, dashboard designer, and other places has been significantly expanded – from around 300 to over 800 icons. The display has also been fixed: when scrolling, the search field now stays cleanly pinned and only a single scrollbar remains. (Apr 21, 2026)

  • Multiple recipients and CC/BCC for external tasks
    External user tasks now support multiple recipients per field as well as CC and BCC recipients. Addresses can be separated by comma or semicolon. Placeholders like $(email) are still supported – including when a placeholder resolves to a list of addresses. CC and BCC are available when sending via SMTP and Office 365. Invalid entries are caught with a clear error message so that modeling issues become visible immediately. (Apr 21, 2026)

  • Bug fix: Orphan references after deleting a data schema
    When deleting a data schema, references to the removed records could remain on other data objects. As a result, the data lake continued to show links pointing to records that had already been deleted. This has been fixed – references are now reliably removed together with the data schema. (Apr 21, 2026)

  • Sticky toolbar across all designers
    The toolbar in the data lake, data designer, analytics, dashboard designer, and process designer now stays visible while scrolling. Actions like create, edit, or deploy are always within reach – even with long content. When scrolling, the toolbar gets a subtle glass effect and adapts automatically to the screen size. (Apr 20, 2026)

  • Optional confirmation dialog before starting a process
    Start events of the type "Start immediately" now support an optional confirmation dialog. Before the process starts, a dialog with a freely configurable text and button label is displayed. This helps prevent accidental starts – for example, for processes with significant consequences. The setting can be configured in the process designer within the start event properties. (Apr 16, 2026)

  • Copy technical name in data designer on mobile
    In the data designer, the technical name of an attribute can now be copied to the clipboard on small screens by tapping a copy icon. (Apr 16, 2026)

  • New service task: Split PDF
    The new "Split PDF" service task splits a PDF document into separate files – either by custom page ranges or one file per page. Output filenames can be controlled using a naming pattern. (Apr 16, 2026)

  • New service task: Read PDF metadata
    The "Read PDF metadata" service task returns key properties of a PDF document: page count, title, author, creation date, and more. Useful for reacting to document properties within a process – for example, checking the number of pages or forwarding the author information. (Apr 16, 2026)

  • New service task: Remove pages from PDF
    The "Remove pages from PDF" service task removes specific pages from a PDF document. Ideal for automated document cleanup – such as removing cover pages, blank pages, or unnecessary attachments before filing. (Apr 16, 2026)

  • New service task: Read document (OCR)
    The new "Read document (OCR)" service task processes PDFs and images in a single pass: full text, layout blocks (titles, paragraphs, headers/footers), tables (as HTML), mathematical formulas (as LaTeX), and seals. In addition, a RAG-optimized Markdown of the entire document is returned. The results are ideal as input for downstream AI services – for example, to extract document data automatically. (Apr 16, 2026)

  • New service task: Query Markdown content with AI
    The new "AI: Query Markdown content" service task answers targeted questions about a text and returns the results as a structured object. Typical use case: a scanned invoice or delivery note is read via OCR – then the AI automatically extracts the invoice number, date, customer number, or amounts from the recognized text. Questions can include format hints and regex validation, ensuring that extracted values like invoice numbers always match the expected pattern. (Apr 15, 2026)

  • New service task: Query JSON content with AI
    The new "AI: Query JSON content" service task answers targeted questions about JSON data – such as results from previous process steps, API responses, or structured datasets. For example, the order status from an API response, the total amount from a nested invoice structure, or specific fields from a complex dataset can be extracted using natural language – without writing complex JSONata expressions. (Apr 15, 2026)

  • New service task: Extract key-value pairs automatically
    The "AI: Extract key-value pairs" service task automatically reads all recognizable key-value pairs from a text – without having to define in advance what to look for. Ideal for scanned documents such as delivery notes, contracts, or purchase orders: all relevant details like numbers, dates, addresses, and amounts are identified and returned in a structured format. An optional document type hint (e.g. "invoice") further improves accuracy. Combined with the targeted AI query, this enables a complete workflow: first capture all values automatically, then refine specific fields with validation. (Apr 15, 2026)

  • Document name builder with AI support
    Document name templates can now be assembled using a visual builder. Available fields and functions can be inserted with a single click. A live preview shows the result immediately based on existing example data. The integrated AI assistant Panda can generate complex templates from a simple description in natural language. (Apr 12, 2026)

  • Bug fix: Default value in input configuration
    When the pre-filled input value of an external task was manually cleared, it was automatically re-inserted upon reopening. The default value is now only applied to newly created elements. (Apr 11, 2026)

  • Automatic numbering for duplicate document names
    Data schemas now support an "Allow duplicate document names" option. When a new data object is created and an entry with the same name already exists, a sequential number is appended automatically – e.g. "Invoice (1)", "Invoice (2)". Additionally, $(prio_seq) is available as an auto-increment sequence number for use in document name templates. (Apr 11, 2026)

  • External UserTask configuration changes saved reliably
    When configuring external tasks via dialogs (e.g. timeout, page template, or notification channel), changes could be lost if another element in the diagram was clicked immediately after closing the dialog. This has been fixed – all settings are now applied immediately and reliably. (Apr 10, 2026)

  • Input/output data visible directly on the diagram
    In the process designer, input/output data and result paths can now be displayed as overlays directly on activities in the diagram. The display can be toggled via a button in the toolbar and persists across diagram switches. Clicking an overlay opens the configuration dialog. (Apr 9, 2026)

  • Redesigned input/output configuration dialog
    Configuring input, output, and result path now uses a clear dialog with a visual pipeline view. The three areas – input, output, and result path – are displayed side by side in a three-column layout, making all parameters visible at a glance. The previous layout with individual form fields in the sidebar has been replaced by a compact action button. (Apr 9, 2026)

  • Configurable timeout for tasks
    A timeout can now be configured for user tasks and external tasks. If the task is not completed within the specified time, the selected behaviour takes effect automatically: either the process is cancelled and an error is raised (catchable via a boundary event), or the process continues automatically. Timeout and behaviour can be set directly in the process designer. (Apr 9, 2026)

  • Clearer distinction between start and end events
    Start and end events in the process designer and process explorer are now visually distinct again. End events are displayed with a noticeably thicker border. (Apr 9, 2026)

  • Customizable dashboards
    Dashboards can now be freely designed. Widgets such as KPI tiles, tables, charts, Kanban boards, or time trackers can be placed and arranged via drag & drop. A total of eleven different widget types are available. (Apr 4, 2026)

  • QR codes in PDF templates
    QR codes can now be embedded in PDF templates – for example, payment QR codes (GiroCode), product labels, or tracking links. Size, error correction level, and margins are fully configurable. (Apr 4, 2026)

📊 For Admins

  • New administration area: Counters
    The "Administration → Counters" area lists all business-relevant counters of the tenant – with current value, timestamp of the last change, and an indicator for manual adjustments. Values can be edited directly, for example when migrating from a legacy system (e.g. setting the invoice number to 2917 so the next call returns 2918). Counters that are no longer needed can be deleted. Platform-internal counters are filtered out automatically. (Apr 29, 2026)

  • Redesigned action bar in instance detail view
    The actions “Cancel”, “Resume”, and “Restart” have been visually reworked. Buttons are now uniformly styled, clearly grouped by effect (Cancel on the left, Resume/Restart on the right), and display a small subtitle below the main label – such as “With original message” or “Edit message”. A new info icon opens a short explanation of all actions directly from the action bar. Details (Apr 29, 2026)

  • Bug fix: Repeatedly restarting an instance failed
    When a process instance was cancelled and resumed multiple times in a row, an “Execution Already Exists” error could occur from the second attempt onwards. The retry counter was truncated in rare cases, leading to non-unique execution names. The behavior has been fixed – instances can now be resumed any number of times. (Apr 29, 2026)

  • “Resume from last activity” also available for input-parameter errors
    If an activity already failed while evaluating its input data (e.g. due to a typo in an expression), only “Restart entire process” was previously available. A resume point is now also saved in this case, so the input message can be edited directly and the activity can be re-executed – without restarting the whole process. (Apr 29, 2026)

  • Correct diagram in instance detail view
    The process explorer now shows the deployed diagram in the instance detail view. Previously, the current draft was loaded – if changes were made after deployment, the displayed diagram did not match the actually executed process. (Apr 9, 2026)

  • Clearer error messages when processes fail
    When a process step fails, a clear and understandable error message is now displayed. Previously, unclear or incomplete messages could appear. (Apr 4, 2026)

⚙️ General & System

  • Bug fix: PDF generation with multi-line additional texts
    When generating a PDF from a template, an error could occur if a text field (e.g. an additional note in an offer or invoice) contained line breaks and the template also used placeholders inside that text. In this case, the PDF was not generated at all. The issue has been fixed – multi-line texts with embedded placeholders are now processed correctly. (Apr 21, 2026)

  • Faster background processing
    The entire background processing engine of Pantarey has been upgraded to the latest technology stack. Process steps, automations, and background tasks now run noticeably faster. (Apr 12, 2026)

  • Significantly faster PDF generation
    PDF document generation from templates has been fundamentally optimized. PDFs are now created considerably faster – especially on the first invocation within a process. (Apr 12, 2026)

  • Automatic retry for temporary service disruptions
    When a process step communicates with an external service (e.g. sending emails, SharePoint, Microsoft Teams) and the service is temporarily unavailable, the request is now automatically retried. Short-lived bottlenecks – such as when many emails are sent at once – no longer cause the entire process to fail. (Apr 4, 2026)

  • Faster processing of many simultaneous tasks
    When a process creates many tasks at the same time, they are now generated faster and handled more robustly. The improvement is especially noticeable for large-scale processes with many participants. (Apr 4, 2026)

  • More powerful AI model for all service tasks
    All AI-powered service tasks now use Claude Sonnet 4.6 by Anthropic. The new model delivers more accurate results for data extraction, text analysis, translation, and classification – especially with complex or multi-page documents. (Apr 1, 2026)

March 2026

  • Full data export
    All tenant data – processes, data schemas, scripts, and data objects – can now be exported as a ZIP file. The export runs in the background and provides a download link once complete. References between data objects can optionally be included. (Mar 2026)

  • Restart cancelled processes
    Cancelled process instances can now be restarted directly in the process explorer – without navigating back to the process designer. (Mar 2026)

  • Cancel running processes
    Running process instances can now be cancelled in the process explorer. This makes it easy to stop faulty or obsolete processes quickly. (Mar 2026)

  • External UserTask – Assign tasks to external people
    With the new External UserTask, tasks can be assigned to people outside of Pantarey – without requiring a user account. External recipients receive a link and can grant approvals, review PDFs, fill out forms, or interact with custom pages. Notifications can be sent via email (internal, SMTP, or Office 365) or Microsoft Teams. Pages and emails are fully customizable with HTML templates. (Mar 2026)

  • Enhanced AI capabilities for Panda
    The AI assistant Panda has been significantly expanded. Panda can now start processes, open tasks, search data objects, and filter dashboards – all directly from the chat. Panda also has access to a knowledge base and can answer questions about how to use Pantarey. (Mar 2026)

  • UserTask entries in Activity Log
    The activity log on the dashboard now also shows completed user tasks. This provides a quick overview of recently finished tasks at a glance. (Mar 2026)

  • Dark mode and light mode in profile settings
    A dark or light appearance can now be selected in the user profile. The setting is applied immediately and saved automatically. (Mar 2026)

  • Compact and comfortable database view
    The user profile now offers a choice between a compact and a comfortable layout for the database view, allowing the display to be adjusted to individual preferences. (Mar 2026)

  • Show or hide dashboard cards
    The user profile now includes an option to configure which cards are visible on the dashboard. Unused cards can simply be hidden. (Mar 2026)

  • Fixed incorrect database links with inheritance
    An issue has been resolved where links between database fields did not work correctly when inherited fields were involved (e.g., Contact → Person/Organization). Links are now resolved correctly. (Mar 2026)

  • Improved performance
    Performance has been optimized so that Pantarey runs faster and smoother overall. (Mar 2026)

  • Minor bug fixes
    Various minor bugs have been fixed to further improve stability and reliability. (Mar 2026)

February 2026 — Pantarey 2.0

  • Completely redesigned interface
    The entire user interface has been redesigned from the ground up. Pantarey now features a modern look with glass effects, smooth transitions, and a reworked layout – across desktop, tablet, and mobile. (Feb 2026)

  • AI assistant Panda
    The new AI assistant Panda is accessible via a chat panel directly in the header. Panda answers questions about using Pantarey, helps with navigation, and can perform actions – such as starting processes, opening tasks, or filtering the dashboard. (Feb 2026)

  • Create processes with AI
    New processes can now be generated from a natural-language description using AI. The AI automatically creates the process structure including activities, forms, and data flows. Progress is displayed in real-time. (Feb 2026)

  • Redesigned dashboard with real-time overview
    The overview page has been completely redesigned. Running processes, open tasks, and recent activities are now displayed in real-time – without manual reloading. (Feb 2026)

  • Template marketplace
    The new marketplace allows browsing, previewing, and importing ready-made process templates. The import wizard guides through setup step by step and automatically adapts data structures. (Feb 2026)

  • Process simulation (Dry Run)
    Processes can now be simulated in the process designer before going live. The simulation checks all data flows, expressions, and mappings – without actually processing data or sending emails. This helps catch errors early. (Feb 2026)

  • Form designer
    A new visual form designer is available in the process designer. It allows designing forms for user tasks – with preview and pre-built style templates. (Feb 2026)

  • Usage overview and quotas
    A new page displays current usage of activities, database queries, and AI consumption. Automatic email notifications are sent when specific thresholds are reached. (Feb 2026)

  • Guided tours for new users
    When opening Pantarey for the first time, new users are guided through interactive tours introducing the most important areas. Tours can be skipped or replayed at any time. (Feb 2026)

  • Help and feedback always within reach
    A new button at the edge of the screen provides instant access to help or allows sending feedback. The documentation is now just one click away. (Feb 2026)

  • Start form directly in chat
    When a process is started via the AI assistant and requires a start form, the form opens directly in the chat dialog – without leaving the current page. (Feb 2026)

  • Webhook testing in the process designer
    Webhooks can now be tested directly in the process designer. This makes it easy to verify that incoming data is processed correctly before the process goes live. (Feb 2026)

  • Auto-generated process documentation
    Documentation can now be generated automatically for any process. The AI analyzes the process flow and produces a clear, structured description. (Feb 2026)

  • Modernized BPMN visuals
    The visual appearance of process diagrams has been redesigned. Activities, events, and gateways now use a modern, clearly distinguishable style – in the designer, process explorer, and mobile views. (Feb 2026)

  • Global search
    A new global search function is available in the header, allowing processes, tasks, and data objects to be found quickly. (Feb 2026)

  • New form field types
    New field types are available for user tasks: date fields, date/time fields, file upload, image display, PDF display, tables, user selection, and group selection. This makes forms even more flexible. (Feb 2026)

  • Batch processing of tasks
    Multiple similar tasks can now be processed together instead of opening each one individually. This saves time with recurring approvals or reviews. (Feb 2026)

  • AI automation: Classify documents
    Incoming documents can be automatically categorized by AI into predefined classes – such as invoice, contract, or application. This routes documents to the correct process without manual effort. (Feb 2026)

  • AI automation: Extract structured data
    AI can extract specific fields from unstructured text such as emails, PDFs, or letters – for example invoice number, date, amount, or sender. Extracted data is available directly in the process. (Feb 2026)

  • AI automation: Translate text
    Text can be automatically translated within a process using AI. The source language is detected automatically. (Feb 2026)

  • AI automation: Summarize text
    Long texts or documents can be automatically summarized by AI – with adjustable length (short, medium, long). Ideal for quick decision-making. (Feb 2026)

  • AI automation: Extract keywords
    Relevant keywords and key phrases are automatically extracted from text using AI. This simplifies tagging and search. (Feb 2026)

  • AI automation: Anonymize text (GDPR)
    Personal data such as names, email addresses, or phone numbers is automatically replaced with placeholders by AI – GDPR-compliant and without manual effort. (Feb 2026)

  • AI automation: Route tasks
    Incoming requests or tasks can be automatically assigned to the right person or department by AI – based on the content of the text. (Feb 2026)

  • AI automation: Generate text
    Text can be automatically generated within processes using AI – for example response letters, summaries, or descriptions. (Feb 2026)

  • New automation: Create e-invoices (ZUGFeRD)
    Electronic invoices in the ZUGFeRD standard can be created automatically within a process – including PDF and structured XML data. Mandatory for B2B transactions in Germany from 2025. (Feb 2026)

  • New automation: Create PDF from template
    PDF documents can be generated automatically from HTML templates and process data – for example quotes, certificates, or reports. (Feb 2026)

  • New automation: Send emails via Microsoft 365
    Emails can be sent directly from a process via Microsoft 365 (Graph API) – either as free text or from a template. (Feb 2026)

  • New automation: Send emails via SMTP
    As an alternative to Microsoft 365, emails can also be sent via a custom SMTP server – also as free text or from a template. (Feb 2026)

  • New automation: Upload files to SharePoint
    Files from a process can be automatically uploaded to a SharePoint folder. (Feb 2026)

  • New automation: Transfer files via FTP
    Files can be automatically uploaded to an FTP or SFTP server. Additionally, the existence of a file or folder on the server can be checked. (Feb 2026)

  • New automation: Fill PDF forms
    Existing PDF forms can be automatically filled with process data – without manual input. (Feb 2026)

  • New automation: Extract PDF attachments
    Embedded attachments from PDF files can be automatically extracted and used in subsequent process steps. (Feb 2026)

  • New automation: Read CSV files
    CSV files can be automatically imported and used as structured data within a process. (Feb 2026)

  • New automation: Generate QR codes
    QR codes can be generated automatically within a process – for example for receipts, labels, or links. (Feb 2026)

  • New automation: Convert XML to JSON
    XML files are automatically converted to JSON format and become available as structured process data. (Feb 2026)

  • New automation: Calculate invoice amounts
    Net, gross, and VAT amounts can be calculated automatically from a template. (Feb 2026)

  • New automation: Send Teams messages
    Messages can be sent to Microsoft Teams automatically from within a process. (Feb 2026)

  • New automation: Create Outlook calendar events
    Calendar events can be created automatically in Microsoft Outlook – directly from a running process. (Feb 2026)

  • New automation: Send documents via TeamBeam
    Documents can be securely sent via the TeamBeam service – directly from within a process. (Feb 2026)

  • New automation: HTTP requests (REST)
    Processes can call any REST API and use the results directly. This allows flexible integration of Pantarey with external systems. (Feb 2026)

  • New automation: Calculate dates
    Date values can be calculated automatically within a process – for example "due date + 14 days". (Feb 2026)

  • New automation: Manage users and groups
    Within processes, user groups can be queried, members listed, and users automatically added to or removed from groups. (Feb 2026)

  • Improved performance
    Performance has been optimized in numerous areas – Pantarey runs faster and smoother overall. (Feb 2026)

  • Over 300 additional improvements
    Beyond the major new features, Pantarey 2.0 includes over 300 smaller optimizations, bug fixes, and visual refinements across the entire system. (Feb 2026)

January 2026

  • Improved documentation for Input/Output and Business Label
    Documentation for input parameters, output parameters, result path, and business label has been revised and is now directly linked in start events and database activities. (Jan 20, 2026)

  • Consistent button design
    All buttons now have a uniform color and structure. Destructive actions (e.g., delete) are marked with a warning color. (Jan 20, 2026)

  • Deep links in the process designer
    Deep links can now be used in the process designer to jump directly to a specific activity. (Jan 20, 2026)

  • Fixed process duplication error
    An error that prevented processes from being duplicated has been fixed. Processes can now be copied properly again. (Jan 20, 2026)

  • User tasks with mandatory fields
    In the process designer, name and display name are now mandatory fields for user tasks and are automatically populated. (Jan 20, 2026)

  • Deployment settings with documentation
    The info button for deployment settings now links to the correct documentation. Additionally, there is a new selection field for deployment options. (Jan 20, 2026)

  • Direct link to process instance from email
    Notification emails about process errors now link directly to the affected instance detail view in the process monitor. (Jan 20, 2026)

  • Live display of activity duration
    In the process explorer, running activities (e.g., user tasks) now display their current duration in real-time with continuous updates. (Jan 20, 2026)

  • Column display for empty values
    In table fields (formly table), columns with no entries are now also displayed. (Jan 20, 2026)

  • Live updates for running processes
    When a process is open in the process explorer, changes are now automatically updated. This allows real-time tracking of running processes without manually reloading the page. (Jan 20, 2026)

  • Validation of condition expressions
    Condition expressions in gateways are now validated in the frontend. This helps detect syntax errors early and prevents them. (Jan 20, 2026)

  • Persistent filters in task lists
    Filter settings in the overview are now retained and no longer lost when switching between different areas. (Jan 20, 2026)

  • Secrets Management – Secure credential management
    Passwords, API keys, and tokens are managed centrally and encrypted, only referenced in processes – never in plaintext. Learn more: Managing Secrets (Jan 13, 2026)

    ▶️Video explanation on YouTube

  • Duplicate processes
    Processes can now be duplicated directly in the process designer, making it easy to reuse existing workflows as a starting point. (Jan 03, 2026)

  • Display more than 25 users
    The user management now correctly displays more than 25 users. (Jan 03, 2026)

  • Reset expired passwords
    An issue has been fixed where password resets did not work if a password had already expired, for example for newly created users. (Jan 03, 2026)

  • View scripts in the process designer
    Scripts can now be viewed directly within the process designer, improving transparency and review. (Jan 03, 2026)

  • Fixed substring function for placeholders
    A bug in the substring function for placeholders has been fixed, for example when used in document names. (Jan 03, 2026)

  • Locking mechanism in the process designer
    If a process model is already being edited, it is now locked for other users. This prevents parallel changes and conflicts. (Jan 03, 2026)

  • Default role for new users
    New users in the administration area now receive a default role that allows them to view the overall system. (Jan 03, 2026)

  • Process versioning
    Processes in the process designer are now versioned. Previous versions can be viewed at any time. (Jan 03, 2026)

  • Edit scripts in the process designer
    Scripts in the process designer can now be edited directly. (Jan 03, 2026)

  • New role concept in user management
    A new, fine-grained role concept has been introduced in user management. Existing users have been migrated automatically, so no action is required. (Jan 03, 2026)

  • Advanced placeholders with functions
    Placeholders now support a new, flexible approach using functions. This allows file names, labels, and texts to be formatted, standardized, and automated without additional process or script logic. Learn more in the documentation: Template Functions (December 11, 2025)

December 2025

  • More time to reset passwords
    The validity period for setting an initial password for new users has been extended to 30 days. This gives new users more time to get started. (December 13, 2025)

  • Predefined queries in data analytics
    Data analytics now provides predefined queries, for example to analyze executed process instances per month. (December 13, 2025)

  • Automatic title for user start events
    When creating a new user start event in the process designer, the title is now set automatically. (December 13, 2025)

  • Validation in the process designer
    The process designer now validates the “Business Label” and “Result Path” fields to ensure only valid values are used. (December 13, 2025)

  • Mandatory reference selection in the data designer
    When a reference is marked as mandatory in the data designer, a corresponding reference must now be selected. (December 13, 2025)

  • New login screen in Pantarey design
    The login page now appears in Pantarey’s modern layout – including logo, colors, and design. This ensures a consistent visual experience from the very first step. (December 11, 2025)

  • Long-running queries
    In the analytics and evaluation sections, long-running queries are no longer terminated automatically. They continue to run until they complete or are manually stopped. (December 11, 2025)

  • Manual query cancellation
    Users can now manually stop active database queries, providing full control over lengthy or faulty executions. (December 11, 2025)

  • User count in administration
    The administration panel now displays the total number of registered users, offering better transparency and a quick overview. (December 11, 2025)

  • Updated colors in Process Explorer
    The Process Explorer detail view has been visually refined. Successful, failed, and running activities are now easier to distinguish through improved color coding. (December 11, 2025)

  • Separate value and label for restrictions
    In the Data Designer, attributes with restrictions (enum values) can now define a separate value and display label. Previously, both were identical. (December 11, 2025)

  • Hideable restrictions
    Individual restrictions (enum fields) can now be hidden. This allows values to be effectively deactivated while maintaining backward compatibility with existing data. (December 11, 2025)

  • Automatic update for parallel user tasks
    When user tasks were executed in parallel (subscription), the assigned user’s task list was not automatically updated and required a manual page reload. This issue has been fixed. (December 11, 2025)

  • Stability when saving BPMN models
    In certain cases, saving a BPMN model could result in undefined behavior. This problem has been resolved. (December 11, 2025)

November 2025
  • Message Start Event for Processes External events can automatically trigger processes via a Message Start Event. This enables a direct connection between forms, online systems, or external services and internal workflows. (11/27/2025)
October 2025

  • Pantarey now available as an app
    Pantarey can now be installed as an app – for even faster access directly from the home screen.

  • New sidebar navigation
    Navigation has been completely redesigned and is now accessible via a modern sidebar. This makes it easier to access key areas and stay oriented. (October 24, 2025)

  • Favorites in the overview
    it is possible to now mark tabs as favorites in the overview. Favorite tabs are displayed in a new dedicated section for quicker access. (October 24, 2025)

  • Parameter testing area in the process designer
    A new testing section allows to verify input and output parameters directly within the process designer – without needing to connect to external resources. (October 24, 2025)

  • Improved designer view
    The process designer interface has been redesigned for a cleaner look, better clarity, and a smoother user experience. (October 24, 2025)

  • Performance and security updates
    Numerous improvements enhance stability, speed, and security across Pantarey. The platform is now fully up to date and more reliable than ever. (October 24, 2025)

  • Improved user interface
    Numerous updates make Pantarey much more user-friendly – especially on smaller screens such as smartphones and tablets. (October 24, 2025)

  • TeamBeam Service Task
    A new service task is now available in process models to automatically send documents via TeamBeam in full GDPR compliance. It also supports large files of any size. (October 20, 2025, #436)

  • Improved Start Event Search When filtering start events, only groups with matching results are now shown. If no matches are found, a translated message is displayed instead of an empty view. (October 17, 2025, #435)
  • Automatic Process Documentation
    When a BPMN model is deployed, a management-level documentation is now generated and stored automatically. The doc is available in Pantarey right away.
  • Open documentation inside Pantarey
    The documentation can now be displayed seamlessly within the app; users see the relevant help text right in context, for example for Service Tasks in the Process Designer.
  • Multilingual help
    Help content is automatically available in German and English, and the app links to the correct language version.
  • QR codes in processes
    A new Service Task generates QR codes (e.g., EPC payment codes) directly within process flows.
  • Confirmation prompts
    When creating data records, a confirmation prompt now appears if closed the dialog. The window can no longer be closed accidentally by clicking the background.
September 2025
  • SVG export for processes
    Process diagrams can be exported as SVG for embedded in documentation or used in external tools.
  • Validation of process parameters
    Inputs for “Input Parameter”, “Result Path”, and “Result Parameter” are validated to keep executions stable.
  • Check technical names
    Invalid identifiers are reliably prevented when creating entities in the Data Designer.
  • Permissions for data records
    Access rights can be granted at record level to control who can see which data.
  • Record previews
    A quick preview is available in Search and Database so it is possible to inspect contents without opening the record.
  • PDF preview instead of download
    PDFs are shown in the viewer by default and are no longer downloaded unexpectedly.
  • Merge PDFs
    The “Merge PDF” Service Task is available to combine multiple files into a single document.
  • Mass updates in processes
    Database activities can update multiple records in one step.
  • General update fixes
    The fields updatedBy and updatedAt are set correctly when records are updated, improving traceability.
  • SharePoint path with #
    File paths containing the # character are fully supported and processed correctly.
  • Validate e‑mail format
    Invalid e‑mail addresses trigger a clear warning before data is saved.
  • Control go‑live behavior
    When activating new process models, it is possible to configure whether existing instances are migrated.
  • Sort & run evaluations
    Tables can be sorted by column; evaluations can be launched immediately if desired.
  • Dynamic form properties
    Visibility and editability of fields can be controlled context‑dependently.
  • Links in evaluations
    Columns can link directly to the corresponding data objects, speeding up drill‑down.
July 2025
  • Sort list items
    Form lists can be ordered with the “Newest first” option so most recent entries appear at the top. (27.07.2025)
  • DB activity returns result
    Database steps now return the final object (e.g., the ID) to simplify follow‑up actions. (27.07.2025)
  • Multi‑select in forms
    A new field allows selecting multiple values which are stored as a list. (27.07.2025)
  • Read records reliably
    A rare issue when reading records in processes has been fixed. (27.07.2025)
  • “No PDF available” hint
    If a form has no PDF, this is clearly indicated. (#388)
  • Improved script template
    When creating a script, an improved default template is provided to speed up the first steps. (#390)
  • Versions under Administration
    The version history has moved to “Administration” and is formatted more clearly. (#391)
  • Clearing string fields
    Removed values in string fields are stored as undefined instead of an empty string, making validations more robust.
  • UI polish
    Numerous small design and usability improvements provide a more consistent look and feel.
  • Merge encrypted PDFs
    The merge task now also supports password‑protected PDFs for realistic document flows.
  • Mass updates in processes
    Multiple records can be changed in one go, accelerating routine adjustments in flows.
  • Deployment status visible
    The UI shows whether the current process model version is active (deployed).
  • Loading animation for scripts
    A spinner indicates progress when creating scripts and prevents double actions.
  • Cleaner BPMN warnings
    Superfluous warnings (e.g., about deployed) are no longer shown.
  • General stability
    Various smaller corrections improve reliability with parallel processes.
June 2025
  • Search across links
    The full‑text search now finds records via the document names of linked objects, such as the invoice recipient. (26.06.2025)
  • Open new record right away
    After creating a record, it opens automatically so it is possible to continue working immediately. (26.06.2025)
  • Safe deletion
    Before removing a record, a confirmation dialog prevents accidental deletion. (26.06.2025)
  • Spinner & errors handled
    When loading deleted/invalid records, spinners are reset and errors are displayed clearly. (26.06.2025)
  • QR code Service Task
    Processes can generate QR codes, e.g., EPC payment codes for invoices. (26.06.2025)
  • Full‑text instead of filter
    Database search has been switched to full‑text, making discovery much easier. (25.06.2025)
  • Faster tables
    Heavily linked records load noticeably faster, speeding up list views. (18.06.2025)
  • Evaluations after login
    An issue right after the first login has been corrected. (18.06.2025)
  • Export: CSV/Excel/JSON
    Evaluation tables can be exported as CSV, Excel, or JSON for use in other tools. (11.06.2025)
  • Table formatting
    Empty fields are shown empty; numbers and booleans are formatted correctly. (11.06.2025)
  • Dashboard “Done” fixed
    For mass actions, the button remains visible at the bottom to support fast workflows.
  • Run start again
    After completion, process starts can be triggered again immediately, simplifying tests and repetitions.
  • $substring everywhere
    The function can be used in input and result parameters, enabling flexible string operations.
  • Import fix
    A bug in the database import function has been fixed.
May 2025
  • Long text data type
    The new data type allows very long texts and is ideal for extensive descriptions or documents. (26.05.2025)
  • Template helpers
    Dynamic strings with placeholders can be processed in document templates, enabling flexible layouts. (26.05.2025)
  • SMTP mail task
    Processes can send e‑mails via any SMTP server, enabling versatile notification scenarios. (22.05.2025)
  • Templates (preview)
    Pre‑built processes and data structures can be imported to get started faster. (22.05.2025)
  • $ amounts correctly formatted
    Document templates show dollar values in the proper format. (22.05.2025)
  • Feedback confirmation
    After submitting feedback, users receive a confirmation e‑mail. (21.05.2025)
  • Group notifications
    When a user task is assigned to a group, all group members are notified by e‑mail. (21.05.2025)
  • Designer UI refresh
    Process and Data Designer have been visually overhauled and are more clearly structured. (20.05.2025)
  • Schema import/export
    Schemas can be exported and imported in the Data Designer to share definitions.
  • AI attributes (examples)
    When creating schemas, AI generates example attributes that can serve as a starting point.
  • AI suggestions for names/descriptions
    Technical name and description are suggested by AI and can be adopted.
  • AI Q&A script
    A new script answers questions using AI and can be integrated into processes.
  • ChatGPT library
    The AI library is available in process scripts and expands automation options.
  • XML libraries
    pdf‑lib, xmlbuilder2, and pdffontkit can be used in scripts, e.g., for e‑invoices.
  • Service Tasks introduced
    Standard tasks such as sending e‑mails or creating PDFs are available as building blocks.
April 2025
  • Categories in the overview
    Tasks are grouped by category; entries without a category appear under “Other”. (20.04.2025)
  • Tags for start events
    User start events can be tagged with categories to improve the overview. (20.04.2025)
  • Field priorities
    The order of form fields can be controlled via the priority property. (20.04.2025)
  • Single‑value display
    A new form field cleanly displays individual values (e.g., number of vacation days). (20.04.2025)
  • User selection field
    A new attribute type allows selecting users or groups in forms. (20.04.2025)
  • Help area for parameters
    Input and result parameters offer a help section with concise descriptions. (20.04.2025)
  • Feedback button does not block
    Elements behind the button remain clickable; the overlap bug has been fixed. (20.04.2025)
  • Dates shown for updates
    Entries in “What’s New” now display the publication date. (20.04.2025)
  • Polished date fields
    Date inputs integrate more cleanly into the overall form design. (20.04.2025)
  • E‑mail in the menu
    The current user’s e‑mail address is visible in the menu. (15.04.2025)
  • Overview more mobile‑friendly
    The overview page is easier to use on tablets and small devices. (15.04.2025)
  • Feedback & bug reports
    A new button allows users to quickly submit feedback or report issues. (12.04.2025)
  • Image upload & large PDF mode
    A new “Image” attribute type allows uploads; large PDFs can be processed in a new mode.
  • Process performance
    Execution has been accelerated; parallel paths run more stably.
  • Explorer & settings
    The new Process Explorer helps with analysis; user settings (e.g., colors) are configurable.
  • Validation & safety
    Duplicate entries are detected; when attempting to create an existing record, a clear error message appears.
  • Filters & dates
    Filter inputs are more performant; date inputs behave more consistently.
  • Search & AI helpers
    Search functions have been refined, and AI assists data entry and structuring in several places.