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Release 20.8.0.1 - September 2020

Product Updates

Product Area

Type

Summary

Release Note

Processes

Improvement

Dismiss signatures and cease notifications option

When bulk-marking processes complete, now there is an option to Dismiss pending signatures and stop email notifications for incomplete tasks.

When this option is selected, the following happens.

  • Any pending signatures of incomplete tasks within the selected process are dismissed, and they do not display in the user's signature tab.
  • Any notifications related to the workflows of incomplete tasks within the selected process cease.
  • The following is added to the workflow step that was current at the time the process was marked complete: Pending signatures and task notifications were dismissed on [date] by [FirstName, LastName].
  • Comments added when marking the process complete display.
  • No action is taken on completed tasks, tasks without workflows, meetings, or to-dos.
  • Subsequently marking a process incomplete removes the comments and reinstates the workflow.

Processes

Improvement

Enhanced Comments Visibility from Mark Process Complete

Comments added to the comment box when bulk-marking processes as complete now display in the following places.

  • Direct Report Folder > History tab
  • Direct Report Folder > Processes tab
  • My Folder > Processes tab

The following fields are displayed.

  • Completed By
  • Completed On
  • Comments

If the process is subsequently marked incomplete and then marked complete again, only the new comments will display.

Processes

Issue

Resolved Issue with Selecting Forms Aligned to Rubric when Configuring Processes

When setting up processes, on Step 2 - Tasks, sometimes the list of forms to add to the process did not display. This was resolved.

Processes

Issue

Corrected Checkboxes Selected after Bulk Action

Checkboxes remained selected when using the bulk action to mark processes complete, making it easy to perform an unwanted action on the still selected items. This was resolved.

Forms

Issue

Resolved Access to Shared Forms in a Task Group

When a form is configured as part of a Task Group and enabled to use Form Sharing, the form was not accessible to the direct report from their Incomplete Tasks tab. This was resolved.

Administration

Issue

Resolved Error Upon Bulk Action to Remove Supervisor

Selecting the Remove Supervisor bulk action from the Staff page created an error. Now, this action removes all supervisors for the selected staff.

Administration

Issue

Resolved Analysis View when Role Access Privilege is Read Only

Selected staff members and groups belonging to a role member with read-only access were not displaying in Analysis. This was resolved.

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