2022.3 Prerelease Notes

We are excited to announce that the 2022.3 Release has been tentatively scheduled for the week ending December 9th!

This release will occur on or after December 7th.

These are the features and enhancements that may be included in the upcoming release. Please note that this list is subject to change.

The prerelease notes are essentially a summary, or abstract, of the release notes that will be published the day of deployment. If you read the prerelease notes and not the release notes, you will miss details regarding major features, as well as minor changes and defect fixes that cannot be published this far in advance of a release.

These items are currently undergoing testing for quality assurance. If our QA team deems an item unfit, it will not be released. This means that we might not release everything on this list.
To avoid surprising you, we will not release any major change that is not on this list.
We will still publish full notes on the day of the release. Here’s what you’ll find in those that you may not see here:
- A complete list of the features and updates that were actually released
- Detailed instructions on how to use new features
- Bug fixes and defect fixes
- Minor tweaks to the UI that improve the user experience without substantially changing it

New

Allow both SSO and non-SSO logins for a single tenant. [287960]

We have enhanced our backend tooling and technologies to better meet the needs of customers who need to utilize SSO for most but not all users. This will enable the application to recognize regular, internal users as already authenticated, while external parties, such as vendors and providers, can use the application without participating in your organization’s SSO solution.

With this new feature enabled, users will see a screen prompting them to enter their username/email address.
Upon entering the email address, SSO users will be directed to their company login screen (unless already authenticated for this session).
Non-SSO users will be directed to the symplr Contract login screen.

For email notifications:

When a non-SSO user clicks on a link in an email notification, the system will send that user to authenticate.
When an SSO user clicks on a link in an email notification, the system will simply confirm that the user has been authenticated.

To get started with SSO configuration, have your symplr Contract Admin contact symplr.

Updated

UI Uniformity Updates (Alloy)

These UI changes are part of our initiative to provide customers with a cohesive user experience across all symplr products.

Restyling Primary Buttons [484125]

Primary buttons will be updated in Reporting > Bulk Update, as well as Admin > Application Settings and Timesheet Management. [513238]
Primary buttons will be updated within the workflow. [513488]
Primary buttons will be updated within Admin > Organization Management > Form Templates > Conflict Capture. [514864]
Primary buttons will be updated within Admin > Organization Management > Approved Language, Custom Fields, and Contract Request. [513504]
Primary buttons will be updated within tables, user directory, and admin account settings. [513232]
Primary buttons will be updated within the workflow, Admin > Document Template Library, and session timeout warning. [513491]
Primary buttons will be updated within Request New Contract and Admin > Organization Management > Workflow Templates and External Links. [514875]
Primary buttons will be updated within the vendor directory and Admin > Timesheet Management. [513241]
Primary buttons will be updated within the contract summary page. [513485]
Primary buttons will be updated within Admin > User Groups and Explore > Providers > Provider Contact, Exclusion Verification, and Credentialing. [513235]
The page load indicator (spinner) will be updated to a full-page loader. [572000]

Restyling Secondary & Tertiary Buttons [484126]

In the User Group, Provider, and Contract areas, the following buttons will be updated:
Cancel | Copy link | Download | View history | Delete | Clear form | Cancel edit | Reset | No, keep schedule | View completed/View current
[513831]
In the Vendors and Timesheet Management areas, the Cancel button will be updated. [514889]
The file name, size, and option to delete (where applicable) will appear below the Upload New Version button. [574073, 574074, 574075]

Restyling Tertiary Buttons (Links) [484127]

In the Reporting > Bulk Update, Application Settings, Timesheet Management, and Workflow area, the following buttons and links will be updated:
Cancel | Close | Revert | Previous | Take me back | No | Go back | + Add document | Check status | No, take me back | Update priority | Save changes | Edit other party contacts | Unresolved markup remains within the following documents | Keep working | Delete
[514886]
In the Conflict Capture, Pulse Check, and Organization Management areas, the following buttons and links will be updated:
New | Edit | View | Cancel
[514726]
In the workflows table, contract library, user directory, template library, dashboard, and account settings areas, the following buttons and links will be updated:
Cancel | Save | Enable user | Disable | Cancel update | No, cancel | Confirm delete | Delete | Copy document template | Close | Manage all | Log out
[514879]

Moving, Restyling, and Reordering Buttons [484128]

Under Admin > Organization Management > Contract Request Question, the Save Contract Request Question button will be moved to the right. [514688]
Under Explore > Reporting > Bulk Update > Bulk Change wizard, all buttons will be moved to the right. [514609]
Under Admin > User Groups > Add User Group, the Save and Cancel buttons will be moved to the right. [514719]
Under Admin > Document Template Library, the style of the Copy Document Template button will change. The button will remain on the right side of the screen, to the left of the Add SmartTemplate button. [507085]
Under Admin > Organization Management > Form Templates, the style of the Copy Form Template button will change. The button will remain on the right side of the screen, to the left of the Add New Form Template button. [507084]
Under Admin > Organization Management > Workflow Templates, the style of the Copy Workflow Template button will change. The button will remain on the right side of the screen, to the left of the Add New Workflow Template button. [545322]
In the Manage User > Contract Permissions modal, the style of the buttons will be changed. Also, the buttons will be reordered as follows: Delete icon | Assign | Copy | Edit
[507083]

Updating Highlight Color to Charcoal Blue [484777]

Update the colors in the workflow progress bar. [558532]
Update the highlighted tab color throughout the application. [507087]
Update the highlight color of selected tabs throughout the application. [507088]

Updating Font Color to Charcoal Blue [509229]

Update the color of table links throughout the application. [509227]
Update the color of document file names and attachment info throughout the application. [509228]
Update the font color of the applied filters throughout the application. [514653]
Update the font colors of button links throughout the application. [514870]
Update the color of delete (trash) icons throughout the application. [556658]
Update the color of the tree list, headers, modal headers, and panel headers throughout the application. [558535]
Update the color of hyperlinks throughout the application. [558541]
Update the color and style of the quick (ellipsis) menus throughout the application. [560870]
Update the color and style of ( + ) add icons throughout the application. [565396]
Update the color of info icons throughout the application. [572167]

Admin: Classifications Management

The Classifications Management area is accessible to Super Admins and Admins. However, only Super Admins can make changes. Admins have read-only access.

Adding Contract Categories to Contract Types [480695]

Under Admin > Application Settings > Classifications Management > Contract Types, a Super Admin can now link Contract Categories to a Contract Type. Previously, users could only link Contract Categories to Contract Types in the Contract Categories sub-tab. [504734]

Only active Contract Categories can be linked Contract Types.

The Contract Categories table has the Contract Type column. [455698]
The Contract Categories table can now be filtered by Contract Type [455696]
The Contract Types table now has the Contract Category column. [455699]
The Contract Types table can now be filtered by Contract Category. [455697]

Editing Unused Classifications [480696]

Under Admin > Application Settings > Classifications Management, a Super Admin can edit the following classifications, so long as they are unused [547570]:

Document and Attachment Categories [422967, 515293]
Contract Types [422968, 515294]
Contract Categories [422972, 515298]

To edit an unused classification name:

Go to Admin > Application Settings > Classifications Management.
In the appropriate sub-tab, click on a classification.
Edit the Name field.
Click Save.

The Contract Type mapping, description, and status (active/inactive) can be edited regardless of whether a classification is in use. However, the name of the classification can only be edited if the classification is unused.

Selecting Multiple Contract Types to Add to Contract Categories [480697]

Under Admin > Application Settings > Classifications Management, a Super Admin can now:

Select multiple Contract Types to add to a Contract Category. [515299]
Select multiple Contract Categories to add to a Contract Type. [515170]

New

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