Approval Workflow Release Notes

Transcription

1 Approval Workflow Release Notes

2 Approval Workflow Release Notes Document: Approval Workflow - Release Notes.pdf Version: 3.20.B Printed: Spica International Pot k sejmiscu Ljubljana Slovenia Tel: Fax: info@spica.com

3 Contents I Table of Contents Approval Workflow - Release Notes 1 Version What's New in... Version 3.20.a 2 Service Release a SB1 7 Service Release b 8 Version What's New in... Version 3.10.a 10 Service Release b 16 Service Release b SB2 17 Service Release c 18 Version What's New in... Version 3.00.a 21 Service Release b 25 Service Release c 26 Service Release c SB1 27 Service Release c SB2 28

4 1 Approval Workflow Release Notes 1 Approval Workflow - Release Notes 1.1 Version 3.20 What's New in Version 3.20.a Service Release 3.20.a SB1 Service Release 3.20.b

5 Approval Workflow - Release Notes What's New in Version 3.20.a Request assignment Request assignment functionality is now available in the application what means that now the operator with role assignment can create a request for their employees (e.g. Over time work). Assignment request can be created for a single or multiple employees in the single step only through web client. Request assignment

6 3 Approval Workflow Release Notes Assign request to multiple employees When creating requests for other employees (On behalf of or Assignments), an operator can now select multiple addressees in the single step. In the previous version, the operator could create only one request per employee at time. Multiple addressees

7 Approval Workflow - Release Notes 4 Calculation counters on add request view Employee can now see various calculation counters (e.g. balance, vacation balance, overtimes and custom counters) when adding a new request. This way the employee has more information before submitting a new request. The list of counters is customizable in the configuration file. Calculation counters on add request view Customizable request links in templates If the application is accessible from the Intranet and Internet, it can happen that a different communication PORTS are used. Such situation can cause issues when managing requests via links. To solve this issue, we have introduced a new system parameter, called ExternalServerURL which represents application's address visible from the Internet. The external URL address can be added to templates by using the HTML variables.

8 5 Approval Workflow Release Notes Password change option Users can now change account's password in the application by going to User Profile view. Off course this option does not apply when Active Directory authentication is used in the system. Passw ord change option List of users that set you for delegate Approver can now easy check who add him as a delegate in the system by going to User profile view and selecting Set Delegate action. List of users that set you for delegate

9 Approval Workflow - Release Notes 6 View renames My Requests view has been renamed to Sent Requests. Appliers Requests view has been renamed to Received Requests. Employees Requests view has been renamed to Requests Sent On Behalf Of Others. Removed port 80 from links Action links in the request s no longer have port number when the application port is set to 80. Default value of period filter The default value of period filter has been changed from 3 months (From: Today - 1 month; To: Today + 2 months) to a longer period (From: Today - 1 month; To: End of next year). Inactive users are visible in the application Inactive employees are not available when setting up groups, but must remain visible if they are already part of the selected group. Requests (regardless of status) for such an employees are not visible by an approver. Inactive users are removed from dropdown selectors/comboboxes. If an approver is inactive this person is still available in AW because there is a dedicated enable/disable checkbox for approvers. Inactive employee is removed from the "on behalf of" list of employees. Type filter not working properly on Received requests view If an approver was not positioned on the default period page then the request filter was not working properly on the Received requests view.

10 7 Approval Workflow Release Notes Service Release 3.20.a SB1 AW API - Request view in Spica Mobile Time Request view was not working properly in Spica Mobile Time for Operators without Assignment role. Memory leak on Add request view There was a memory leak on Add request view if the Current Balances option was enabled in the system.

11 Approval Workflow - Release Notes Service Release 3.20.b Application audit log support Management of user groups is now tracked by Application audit log. Data viewed on the main views is now tracked by Application audit log if the extended auditing is enabled in the system. Operators assigned to a user group User group details view showed only the first 20 assigned operators. Incorrect template for multi-level approval Approved request was incorrect for all levels except the first one. Double confirmation deleted request event from the system It could happen that double confirmation of the same request resulted in deletion of the related event from the system. Last year vacation information not working Last year vacation information was not properly shown if set to be shown under Current Balances when adding a new request.

12 9 Approval Workflow Release Notes 1.2 Version 3.10 What's New in Version 3.10.a Service Release 3.10.b Service Release 3.10.b SB1 (Internal release) Service Release 3.10.b SB2 Service Release 3.10.c

13 Approval Workflow - Release Notes What's New in Version 3.10.a Support for requests history log Each request now has a history log which is accessible on request details view. The log gives information about status history for the related request (who, what, when).

14 11 Approval Workflow Release Notes Applier's name available on request details With this version, applier's name is always available on request details view. Till now, the information was visible only if request details view was accessed from Appliers request tab.

15 Approval Workflow - Release Notes 12 Information about assigned approver for pending requests Pending requests now have information about currently assigned approver, additional approver or a delegate. This way an applier or approver can easily check where the request is being held.

16 13 Approval Workflow Release Notes Requests definitions can be focused to the specific user group Request list on add request dialogue can be narrowed down by using user group restrictions on the request definition. If a request is limited by user group, only users who are part of this group will be able to select it.

17 Approval Workflow - Release Notes 14 Info operator has more permissions Permissions for info role have been expanded. The info operator can now see requests in read only mode on Appliers Request view. Approver can define group of delegates List of available delegates is now defined by delegate groups. An approver is able to select only between delegates who belong to the assigned delegate group. Previously the approver could choose between all delegates in the system. Changed notification service For sending notifications, a new service called Notification Service must be used. This service is available in Time&Space or higher.

18 15 Approval Workflow Release Notes Operator mail for pending request in multi-level workflow Invalid template was used for a pending request in case of multi-level workflow.

19 Approval Workflow - Release Notes Service Release 3.10.b History log support in Approval Workflow API Request's history log can now be access via Approval Workflow API. Removal of assigned user groups Removal of assigned user group did not work properly if the group was not located on the first page. History data for requests limited by user group When a request definition was limited by specific user group, a user could not see previous request logs for this request if he was not part of assigned group. Now the user sees previous logs on My Request view, but the request is not available in filters section and on add request dialogue. History data for deleted request definitions When a request definition was deleted from the system, a user could not see previous request logs for the deleted request. Now the user sees previous logs on My Request view, but the request is not available in filters section and on add request dialogue. System date with spaces If having Windows 10, default date format comes with spaces (e.g ). When a user logged into Approval Worklfow, an error 'Invalid period' was shown. Now there is no need of changing this format.

20 17 Approval Workflow Release Notes Service Release 3.10.b SB2 Request edit with additional approver Edit of a request with additional approver in web application did not work properly because the approver got ready only view instead of edit. Updated SL templates template, called Template for ApprovedMultilevelRequestTemplate.html was not translated to Slovenian language.

21 Approval Workflow - Release Notes Service Release 3.10.c Updated template for approved/rejected request A link to the application was added to template for approved/rejected request. Additional TimeBox version warning An additional message was added to the process when adding new request if the application and TimeBox version does not match. Approval Workflow API Several updates related with AW API have been made: A new request has been added to the API, called getdaystypes. The request returns a list of defined days types and information which is selected as a default one. Request for adding user's requests, called createrequest has been expanded with days type parameter. With the parameter, you can define on which days the request will be inserted. Delegation of approver permissions In the previous version, the application did not check the status of an approver when delegating his permissions what could lead to a miss configuration. Now the following checks are performed: The approver cannot delegate his permissions to an approver who has already delegated its permissions to someone else. The approver cannot delegate his permissions if he/she is already a delegate for someone else. New template RejectedRequestInfoTemplate.html A new template has been added to the collection for notifying approvers about rejected request status.

22 19 Approval Workflow Release Notes Performance optimization Several actions across the application have been optimised to perform better in the case of a large-scale organisation. Delegate could approve its own requests A delegate could approve its own requests if he was in the same user group for which an approver had the permissions. Show reference number Show reference number parameter was not properly validated on all views if disabled in the configuration file. Approval Workflow API Several issues related to AW API have been solved: Operator with a role of approver or delegate could approve its request. A request comment was not properly saved into the database when contained ŠÐCCŽ characters. Request for returning all request definitions (API/listrequestdefinitions) was not working if request definition, type intervention with no event was defined in the system. If the primary approver is not defined, create request action now returns an error.

23 Approval Workflow - Release Notes Version 3.00 What's New in Version 3.00.a Service Release 3.00.b Service Release 3.00.c Service Release 3.00.c SB1 Service Release 3.00.c SB2

24 21 Approval Workflow Release Notes What's New in Version 3.00.a Multi-level approval process Single level approval process can now be expanded to a multi-level without level limitation. Since the functionality is request based, you would be able to create a mixture of simple and complex workflows to cover approval needs in the organization. Workflow example for 3 levels approval Temporary operator In case of temporary or long time absence from work, a module operator can delegate his permissions to the other co-worker in no time. Although the operator delegated his permissions, he can still manage requests for his user group if needed.

25 Approval Workflow - Release Notes 22 Approval w orkflow in case of temporary operator Requests on behalf of other user In case that users cannot access the application and add requests for some reason, an operator with the applicant role can now create requests on behalf of them. The following workflow process stays the same as in the normal case of request creation. Further on, auto approval functionality can be enabled on the system level for on behalf of requests if operator also has approval permissions for the same user group.

26 23 Approval Workflow Release Notes On behalf of request creation Application is more intuitive On the main application views user can decide to hide or show filter sections, making the most important actions like Add Request easily accessible all the time. Collapsed request filter

27 Approval Workflow - Release Notes 24 Application performance on big databases Performance and memory usage of the application has been improved especially on big database environments. Actions needed for setting up the Approval Workflow application are now much faster. Furthermore day to day actions are optimized making the application more user friendly.

28 25 Approval Workflow Release Notes Service Release 3.00.b Discontinued support for Internet Explorer 9 In Approval Workflow version 3.00 interactive support for Internet Explorer 9 has been discontinued. This means that Spica will no longer provide compatibility of the product with this version of the browser. Edit request link in notification If operator entered edit request dialogue via Edit link in the notification , than Approve/ Deny request action on this view did not work properly. Encoding of Russian templates In case that Russian language was set in the application, data in the notifications was not properly presented because of incorrect encoding. Checking of existing requests Is some situations, the functionality for checking of existing requests did not work well what resulted in deletion of events from the database.

29 Approval Workflow - Release Notes Service Release 3.00.c Switched names of operator roles Names for Info and Additional role were switched when the module was upgraded from the previous versions. This fix requires manual database update, see the database script for more information. notifications for Info operator Operator with an Info role did not receive notifications. List of Additional operators List of Additional operators was not correct if the parameter (EnableAdditionalApproverSelection) was set to 1 when adding a new request.

30 27 Approval Workflow Release Notes Service Release 3.00.c SB1 Approval Worklow API The function for retrieving a list of users for a selected operator worked only if the operator had a primary role. Now all other roles are supported. Updated translations for Slovenian notifications Some templates in with slo-windows-1250 encoding we not fully translated. First level approver in case of multi-level approval workflow In the previous version, a first level approver in case of a multi-level approval workflow was fixed to the operator with a primary role. Now this setting can be manually changed by the system administrator.

31 Approval Workflow - Release Notes Service Release 3.00.c SB2 Updated subject encoding for notifications Subject in notifications is now encoded as UTF-8 for all supported languages. This is required by Notification service 8.50 or higher.

32 29 Approval Workflow Release Notes