Hello everyone,
This release has a bunch of neat features to streamline your processes. Below is a summary of all the latest features that are live now.
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Core
Excluding weekends from due date columns.
Saved searches will exclude weekends from the due date in the status late column for form types that exclude weekend dates from the due date.
Disable retired users within User Groups
Users who are retired will now be shown in a greyed out style within a user group.
Retire a company and all its users
Now you can retire a company and all its users in one go.
To do so click on the Retire button on the company and click yes on the confirmation pop-up.
Move users to Action or Info
We have added an option to quickly move users between Action and Info via the address book.
To move a user, select the user and click on the up or down arrow button
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Distribution rules and forces user security settings will still be validated with this option |
Automatically update the menu
The menu is now automatically refreshed when a search is saved. This will ensure that you do not need to fresh your browser to find the search you've just created in the menu.
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Publication Space
History logs for workflow config
We've added history logs for changes made to a the configuration of a workflow.
Click on the history button to access the logs.
DTX attachments in history
Attachments added to a DTX are now also shown in the history. This will allow you to easily identify when an attachment was added by whom in the comments thread.
Display only the markups for the review on screen
When viewing a revision, only the markups (annotations) for that revision will be shown by default
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Annotations do not include Design Review Issues, Pins, QR Code |
Dashboards
Search using GPS locations
You can now search forms using it's GPS location by adding the coordinate user field type to breadcrumb searching.
With this option added to the breadcrumb search, you can pick a location and display the forms that belong to that location.
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Tenders
Warning message when responding to All
When responding to All in a tender Q&A thread - a warning pop-up has been added - to alert you that your response will be sent to all bidders.
Access to Tender Submissions (without Tender Module access)
With this release, you will be able to access the tender documents you are addressed on - even if you do not directly have access to the tenders module
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To be clear - you will not have access to the Tenders module it self, but you will have access to all the forms that you have been named on within the Tender module, such as a Tender clarification |
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