2022.3 Release Notes
These items were deployed to production on 12/08/2022.
Workflows & Contracts
New
Login: 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 (Alloy)
These UI changes are part of our initiative to provide customers with a cohesive user experience across all symplr products.
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]
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]
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.
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.
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]
Resolved
Notifications
For some customized email templates that have already been customized, the data issues will persist after the release. We will be working to correct them as soon as possible.
In email notifications with customized templates, links in those emails now function as expected. Previously, clicking the link in a customized email notification would return an error. [598849]
Reporting & Tables
Custom fields with a data type of integer or decimal can now be sorted by their numeric value within a table. Previously, sorting these custom fields placed them in order based on the first number in each field rather than the full numeric value. [578251]
In the Contracts tab in Reporting, saved reports now load as expected. Previously, attempting to load some saved reports would return an error. [555104]
Vendor & Provider Directories
If a Provider is listed as a Secondary Other Party in any workflow, then those workflows will be listed in the Workflow Activity tab in the provider record. Previously, workflows in which a Provider was listed as a Secondary Other Party failed to appear in the Workflow Activity tab. [509394]
Workflows & Worklist
When a user initiates a workflow on an existing contract, selecting an Action Type after selecting a Contract Number will work as expected.
Previously, attempting to do this returned an error. [579175]In open review workflows, the Submit Review and Decline Review buttons now appear in the correct order. Previously, their positions were reversed. [579917]
In open review workflows, the Submit Review and Decline Review buttons now appear for phase participants with higher roles than their assigned role in the workflow (for example, a Reviewer who is also an Admin), even after saving a new version of the document.
Previously, after the the user saved a version of the document, the Submit Review and Decline Review buttons would be replaced with the Complete Phase button. [570230]Exporting the Worklist table now honors applied filters.
Previously, the exported file included the entire worklist. [587485]
DocuSign
In Signatory Phases using DocuSign, when the the Phase Owner (when an in-turn, sequenced phase participant) accesses the workflow, all UI elements will appear as expected. Previously, the following elements were incorrect:
The Submit and Decline buttons were visible.
The Retract and Cancel options were missing.
The banner linking to DocuSign was missing. [560470]
In Signatory Phases using DocuSign, when the the Phase Owner is added to the participant sequence, the participant sequence will be updated when the Phase Owner reviews the document via DocuSign. Previously, the participant sequence in the workflow failed to update to reflect the Phase Owner’s DocuSign review. [577736]
In Signatory Phases using DocuSign, the Phase Manager: Digital Signature has been submitted email will be sent when all Signatories have completed their signatures.
Previously, this email failed to send. [589014]In a single workflow with two Signatory Phases using DocuSign, the fully signed document will be returned in the second Signatory Phase.
Previously, the fully signed document failed to appear in in the second Signatory Phase, but allowed the workflow to proceed to activation. [564049]
Contract Library
In the Contract Library table, users can select a value in the Status dropdown within the Filter Table widget.
Previously, the Status dropdown was empty. [499976]In the Contract Library and Worklist tables, the Contract Entity dropdown within the Filter Table widget now lists each entity individually.
Previously, it showed multiple listings for entities grouped by contract association. [567360]Exporting the Contract Library table now honors keyword search results alongside applied filters. Previously, the exported file included the entire Contract Library. [523119]
Administration
Admins can now remove participants from workflow templates with the Request Action Type. Previously, they were unable to remove them. [573927]
In the document template library, saved filters are consistently available. Previously, they were only visible after the user saved a new filter. [510026]
Time Tracking
Resolved
When a user rejects a timesheet, the sequenced Approvers are no longer removed from the timesheet. Previously, rejecting a timesheet also removed sequenced Approvers. [530868]
The correct phase information now shows on all timesheets.
Previously, timesheet updates made in the mobile app failed to appear in the web app. [531443]