New and Noteworthy

Edit Insight Name

Insight name can be edited using the new edit icon to the right of the Insight bar

Withdraw a Form 

Renamed the Kill action to Withdraw. The submission will be removed from the workflow and display in the 'All Items' tab in Inbox with an indicator.

To learn more: Withdrawn Forms

Submissions In Progress Screen

Now, users can see a list of submissions in a Workflow using the submission count link. There are two different views--one for coordinators and another basic view for any user with workflow permissions. To learn more:  Submissions In Progress Screen 

Default Workflow Enhancements

Default workflows have new constraints and rules to help users better manage submissions. 

To learn more: Workflow Basics 

Enhancements

707 | Now, any limitations entered into a search bar will be selected using the 'Select All' check box. It will select only the records that are a result of the search criteria. 

9635 | Newly built workflows will not display the Form name as well as the Workflow name in the header of the workflow designer

9571 | In Insight filters, when a user hovers over Reference Name it will display the Question Caption assigned in Form Designer. 

9659 |  Corrected behavior with unique values in tab container when the alert modal is open

9610 | This enhancement allows users to have the ability to use an Asset Multiselect question in a Condition node in workflows

9633 | All new workflows will now require a Coordinator(s) to be added. When a user builds a new workflow and a Coordinator is not added before saving, a warning modal will appear after clicking the Save button. It will alert the user that they have not added a Coordinator and must do so before continuing with a save. All current workflows that do not have a Coordinator will remain without one until a user opens the workflow and selects a Coordinator(s). 

9639 | When a new form is Saved or Published a workflow is created by default. The workflow is called Default Workflow and has a Start Node and End Node.  

9646 | The dropdown list in Portals now displays the organization in its lineage for clarity when assigning an organization to a portal page

9661 | The final organization in lineage is bolded for clarity when selecting form dropdown in Invite User modal and Edit User modal in Organizations

9674 | Assigning forms to a Category will now be required when Publishing the form. When a user builds a new form in Form Designer and clicks the Publish button, the system will check if the form has been assigned a Category. If the form has no Category, a warning modal will appear alerting the user that a Category must be assigned before publishing. Any currently published forms that are not assigned a Category will remain Uncategorized until a user assigns the appropriate Category. 

9679 | A workflow set to default will have the delete button disabled. To delete a workflow, set another workflow as default, then the delete button will be available. 

Bug Fixes

1824 | Corrected issue where the Number answer type with percent formatting was reverting to decimals on submission save. 

9589 | Corrected issues with numbers answer type on clusters with format of $#,##0.00

9636 | When a user updates an existing workflow that contains a priority number, the priority number no longer disappears after saving the update. 

9637 | A warning modal now alerts the user when Approval nodes, Hierarchy nodes and Condition nodes are empty and do not contain at least one entity in the node(s).

9656 | Corrected an issue where filter builder was breaking the format of columns in the Insight. 

9684 | Corrected an issue where formatting was cleared on a number field after saving or submitting a form

9659 | Corrected behavior with unique values in tab container when the alert modal is open