21.04 Update 19-May-2021

In this release, we have implemented the following features.

Core

Column Filters for Standard Fields

As part of the ongoing improvements we are making around the form registers, this week we are introducing the ability to Filter your registers as well as your saved searches using the column headers.

In this update, we are adding support for filtering on these standard fields

	Field Name	Type of Filter	Notes
1	Reference	Text	Supports Equals to search. You need to type in an exact reference number of user wild cards.
2	Created	Date	Standard Date filter controls
3	Date Due	Date	Standard Date filter controls
4	Author	Contact	Can search for users using the Contains operator. Can search for 1 or more users.
5	Action	Contact	Can search for users using the Contains operator. Can search for only 1 user at a time.
6	Modified	Date	Standard date filter controls
7	Title	Text	Supports contains and wildcard

Column Filters for Number, Currency, and Date Fields

You can also filter Number and Currency fields with these operators

You can filter a Date field with these operators

Add reference number per comment

With this release, you can add count per comment so that you can easily reference comments within the form history.

To turn on this option, go to the Configure module > Document Types

Under to To & CC section tick the show Comment Numbers option

Once this is turned on - comment numbers will automatically be shown on the history

Comment numbers will exclude Admin comments that are added to the history of the form automatically

Contracts Administration

Control Sheets - Weeks Calculation

Add a configuration to define the method of calculation for weeks in a month.

These are 2 ways you can configure weeks by

Actual = Weeks in a month

Average = weeks in a year / 12

This setting is found under Configure - Modules - Contracts Admin

Based on this setting the rates calculated will be updated.

Control Sheets - Config Column Filtering

Added column filtering in the rates config area under Contracts Administration - Rates

Control Sheets - Escalation Month.

Added escalation month configuration under Contracts Administration

With this setting you can now configure the month in the year when the escalation rates kick in. You can also define the Year Start month. This will allow you to configure your own financial year as per your company requirements

Eg

Start Month - Jan

Escalation Month - Sept

This means that the rate for the previous will be escalated to = old rate x % of escalation.

Here is an example below.