New and Noteworthy

Adjust and Save Insight Column Width

9582 | With this update a user can now adjust the width of the columns in Insights and save it to a layout using the grid layout feature.

Now Button on Datetime Answer Types

9643 | There is a new "Now" button configuration on Datetime answer types. The configuration can be found in Form Designer on a Dateime answer type in the properties panel. There are two new toggles: "Show now button" and "Make now value read-only". The user can toggle one or both for the DateTime answer type on the form. "Show now button" will display the "Now" button to the user. "Make now value read-only" will make the button disappear once selected and disallow any editing to the datetime input.

General Enhancements

9579 | Better success toast messages upon delete, copy, save, and updates in Workflow Designer

9580 | New search bar in My Forms panel on Dashboard that searches Form Name and Category.

9581 | Portal tab in Admin has been renamed to Portal Page

Intacct Integration Enhancements

9572 | The Insight Create modal now has a configuration to manage which Purchasing Document states can have new submission created from the Insight using a multi-select dropdown. If a state is selected in the Insight creation modal, all records in that state will have the plus "+" icon available in the Actions column to create a new submission. Note: Intacct rejects updates and approvals for documents that are not in the 'Submitted' state, so any submissions created on a state other than Submitted will cause an error in Intacct

9577 | Insight have two new filters labeled "Has Action Error" and "Last Action Status". When actions/action nodes fail due to an error from Intacct, the Insight will have a true/false (check box) indicating that an error occurred. Users can easily identify submissions that have an action error and correct the error in Intacct before approving the submission to re-send to Intacct.

Has Action Error

Yes/Check : There is an error on action node

No/Blank : There is no error on action node

Null/Blue Square: No action node or already closed in

Last Action Status

Will display the same text in the Insight that displays in chat bubble on the submission.

9590 | Previously, Intacct Insights were not easily distinguishable from form Insights. Users can now identify if an Insight is an Intacct Insight with a green Sage logo.

9574 | Intacct Insights now have a Details tab just as Form Insights do. The Details tab contains questions selected from the line items of the Intacct Cluster.

9575 | Previously, the system was displaying the Doc Number was displaying Intacct ID number. Now, Vendor Document Number is displayed in the header of AP Invoice cluster, can also be selected in the Intacct Purchasing (Basic) Cluster, and can be selected in the Intacct Purchasing Insight.

Bug Fixes

9614 | Corrected issues with rounding for calculations on tab containers

9592 | Corrected issues with signatures not updating correctly in grid view of Tab Container

9586 | Corrected issue where submission that are on Hold were moving to In Progress tab. Items on Hold will correctly remain in To Do tab in Inbox.

9584 | Corrected issues with Submission in progress total being off when a form is reset/resubmitted

9583 | Corrected issue where in some cases a workflow was calling in the coordinator from another workflow (specifically the default workflow) of the form.

9543 | Corrected issue where priority updates were not refreshing display in real time.

9534 | Corrected issue where newly created assets were not displaying in dropdown list for asset edit or asset creates

9530 | Corrected issue where a user's approved form will move to All items in real time.

9527 | Corrected issue when a user was manually added as an approver to a hierarchy node in workflow

**9524 | Corrected issue where duplicate emails notifications were being sent out

9509 | Corrected issues where user need to select the location icon multiple time to display on GPS answer type

9485 | Corrected issue causing expressions to be re-evaluated after a form was complete. Now a submission will fly out once approved and cannot be resaved.

**9480| Corrected issue with expressions rounding incorrectly in a cluster

9446 | Corrected issue with importer on Assets with datetime data types. Importer will work with the following datetime format example: 4/2/2022, 1:00 pm

** INDICATES A HOTFIX