Release 4.7

Release date: 03/07/2018

Overview

This release includes:

Features

Handling a Defined Approval Sequence Conflict

If a user has been included in a pre-defined approval sequence for a template and is then added to a user group (from the Setup area) which has been granted form filling rights for the same template, the Template Owner will receive an in-app notification to make them aware that a workflow conflict has occurred. If a user attempts to fill out a form where this conflict exists they will receive a message notifying them why they are not permitted to fill out the form and what needs to be changed.

Handling Removing the Form Approver (eligible) Permission from a User Who is in a Defined Sequence

If a user has been included in a pre-defined approval sequence for a template(draft or published templates), the user’s Form Approver (eligible) permission will not be able to be removed until the pre-defined approval sequence is changed and the template re-saved or re-published.

Improvements

Entire Application

  • Support of iOS 11
  • Updated Login Page Image
  • Keyboard Shortcut for Templates and Forms (CTRL + S) – This keyboard shortcut will save templates and forms as drafts.
  • Styling Update – All labels now above fields, left-aligned

Components

  • Table Component – Phone Component Now Supported
  • Improved performance for components configured to return B2W B2W Operational Suite data

Forms Area

  • Pop-up message for rejection comments – Default statement when no rejection reason(s) provided

Reporting Area

  • Template Meta Data – Additional Data Fields Added
    • Approve/Reject Workflow Type
    • Allow Form Filler to Choose from the Following Approvers (User Groups)
    • Allow Form Filler to Choose from the Following Approvers (Individual Users)
    • Allow Form Filler to Copy from Previously Filled Forms
    • Allow Form Fillers to Recall Approved Forms
    • Created On
    • Created By
    • Defined Approval Sequence
    • Modified On
    • Modified By
    • Owner
    • Requires Approval
    • Template Size
    • Template Orientation
  • Users Meta Data – Additional Data Field Added
    • Business Unit
  • New Data Category: User Groups Meta Data
    • Name
    • Description
    • Users
  • Workflow History Meta Data Update to Current Workflow Owner – If a form has been recalled or rejected, CurrentWorkflowOwner should not be blank, but should instead show the Form Owner’s name.

Alerts Area

  • Notifications: Clicking on a Link for a Deleted Form – Clicking on a link to a form that has been deleted (either from an in-app notification or email notification) will now present a dialog box saying the form has been deleted by the original form owner. Users will no longer be re-directed to the Home page.
  • Notifications: Year added to the Date/Time Column

Setup Area

  • Users and User Groups Pages – New Information Displayed

Users Page

  • Added column to display Business Unit
  • Added column to display Phone Number
  • Removed column that displays permissions
  • Added Business Unit to the “Filter By” dropdown

User Group Page

  • Added column to display Description
  • Removed column that displays permissions

Bug fixes

Fixes issue of:

  • Media Upload component allows user to upload files that are not supported
  • 'Delete Attachment’ dialog is out of position when viewing a form on an iPad
  • Changing the properties of a template should not affect the current published version until the template is re-published
  • Report Scheduler is automatically flushing deleted schedules