These items were deployed to production on the morning of Friday, June 28th, 2019.
Worklist & Contract Library
PM2-2607, PM2-2608 In the filters widget, the Contract Location filters have been split into the following, allowing for more specific reporting: Site, Department, Contract Entity
For added convenience, each of these filters has an Any/All toggle, allowing users to search for multiple field values in different ways:
Filtering for ALL will return results that contain all of the selected values. This is for fields that potentially have more than one value.
Filtering for ANY will return results that contain any of the selected values.
PM2-2877 In the organizational tree, if you remove a parent location node, then all its children will automatically be removed as well. This will prevent invalid locations from persisting in the workflows.
PM2-2980 In the Add Document From Template Library modal, the Workflow Template dropdown label has been corrected to read Document Template.
PM2-2861 The UI in the activation phase has been reworked to allow easier capture of important information, negating the need for the phase owner to download documents in a separate application just to complete key terms.
The document viewer pane on the page will facilitate in-browser review of executed documents;
The new Key Terms accordion will contain the following fields:
Asterisks denote required fields.
Other Party Signatory*
Original Term* (This is a free-text field with a 10,000-character limit.)
Auto Renewal* (Yes/No)
Renewal Terms Months* (Enter a number.)
Renewal Times* (Enter a number. This field is hidden if Evergreen=Yes.)
PM2-2221 To save admins the trouble of creating multiple records for a single document template, a single document template can now be associated with multiple contract types.
PM2-3016 For clarity, the Groups dropdown option in the Admin menu will be renamed User Groups.