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This update changed the way the system generates the UI. If the cache is not cleared, some elements might not display correctly. As such, please make sure to clear the cache once your system is updated. To clear the cache in Chrome, please follow these instructions: Clear cache & cookies - Computer - Google Account Help |
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Support for supplier script has been added. With a supplier script, a different script type (with script, without script) can be used for different tasks. This will reflect itself in rate calculation, This functionality can be enabled from: Administrator > Web administrator > Configuration > Settings. Once enabled a new field will be available in the Order info page: A new column will be available in the Order tasks page. Marked tasks will use the supplier script to calculate the rate. This can also be preset at the same places as other task settings: Task types page Products Workflow templates |
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It is now possible to search for specific prices or rates when changing the range.
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Info |
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Required role: Manager |
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When adding a product, it is now possible to select its position within the flow. |
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When using 2-Factor Authentication, the authentication methods that were not setup by the user will appear as disabled. |
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All pages now have the expand columns, clear all filters and refresh buttons at the bottom. |
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“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list. |
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When pressing tab after entering the verification code, the system will now login instead of re-sending the code. |
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It is now possible to select “None” as an option in the “Previous task” column. Tasks with “None” as previous task will not have any requirements to get started. When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited. This option was also added to Bulk actions > Tasks > Previous task update |
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Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages.
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In orders with unit reporting, the icon will now turn green when all units have been reported. |
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Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab: |
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Info |
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Changing the source language in the order info page will now require a role: Can change the source language in orders When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language. |
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The range options were grouped into a single icon across the system. Additionally, clicking on “Range options” will also open the Change range page. |
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A new column was added to the Monthly resource report approval status and Wage reports pages: Invoice upload date. This column will display the date of the last invoice uploaded for that report.
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The Task types page can be made accessible from the Manager menu using the new role: Can access the Task types page from the Manager menu |
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A new role was added to show the “Customer price billing description” column in the Resource report generator page: Can see the “Customer price billing description” column in the resource report generator |
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Sales/Manager > Watch folder files Multiple fields and buttons in the Watch folder files page were reworded. The columns were also reorganized to improve usability. |
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The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to. |
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A new role was added to limit who can create customers in the system: Limit customer creation |
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When multiple users match the automatic assignment criteria, the dropdown menu will change to red and specify multiple matches were found. A selection will be required to save. |
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The automatic assignment can now be on by default on order creation. This can be enabled from Administrator > Web administrator > Configuration > Defaults:
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The CustomerID field is no longer mandatory by default. To make it mandatory, enable the “CorporateID is mandatory” option from Administrator > Web administrator > Configuration > Settings: |
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If there is only one currency available in a monthly report, the currency field will be disabled. |
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Bulk actions button is now disabled for users without the role: Can edit orders. |
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Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security. The same test is also available in the Resource info page. |
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Negative percentages can now be added manually to customer and supplier surcharges. |
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When a file is made available in another order, the corresponding task can be completed normally. New fields were added to the File information page to keep track of the source of the file. |
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Duration is now available as a criteria within the range options: |
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title | Added "Price" filter in "Change range" (4116) |
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From: Administrator > Web administrator > Configuration > Defaults tab A new option was added to the system: Change orders to 'In progress' once all pre-production tasks are completed If enabled (1), the status of orders will automatically change to “In progress”, making it visible to basic resources. Additional settings were also added to notify the resource in charge of the orders that the status was automatically changed (2). The standard task assignment notification can also be sent out for resources assigned to tasks within these orders (3).
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Other improvements and changes
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Changing the source language in the order info page will now require a role: Can change the source language in orders When editing a language, a notification will alert the user to the potential need to revise rates and assignments based on the new language. |
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The range options were grouped into a single icon across the system. Additionally, clicking on “Range options” will also open the Change range page. |
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A new column was added to the Monthly resource report approval status and Wage reports pages: Invoice upload date. This column will display the date of the last invoice uploaded for that report.
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The Task types page can be made accessible from the Manager menu using the new role: Can access the Task types page from the Manager menu |
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A new role was added to show the “Customer price billing description” column in the Resource report generator page: Can see the “Customer price billing description” column in the resource report generator |
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Sales/Manager > Watch folder files Multiple fields and buttons in the Watch folder files page were reworded. The columns were also reorganized to improve usability. |
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The option to add surcharges within the bulk actions were expanded to also include which task, step or product the surcharge should be added to. |
Expand | ||
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A new role was added to limit who can create customers in the system: Limit customer creation |
Expand | ||
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When multiple users match the automatic assignment criteria, the dropdown menu will change to red and specify multiple matches were found. A selection will be required to save. |
Expand | ||
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The automatic assignment can now be on by default on order creation. This can be enabled from Administrator > Web administrator > Configuration > Defaults:
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The CustomerID field is no longer mandatory by default. To make it mandatory, enable the “CorporateID is mandatory” option from Administrator > Web administrator > Configuration > Settings: |
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If there is only one currency available in a monthly report, the currency field will be disabled. |
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Bulk actions button is now disabled for users without the role: Can edit orders. |
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Added a button to test the current authentication manner to Administrator > Web administrator > Configuration > Security. The same test is also available in the Resource info page. |
Expand | ||
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Negative percentages can now be added manually to customer and supplier surcharges. |
Expand | ||
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When a file is made available in another order, the corresponding task can be completed normally. New fields were added to the File information page to keep track of the source of the file. |
Expand | ||
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Duration is now available as a criteria within the range options: |
Expand | ||
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It is now possible to search for specific prices or rates when changing the range.
|
Expand | ||
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When adding a product, it is now possible to select its position within the flow. |
Expand | ||
---|---|---|
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When using 2-Factor Authentication, the authentication methods that were not setup by the user will appear as disabled. |
Expand | ||
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All pages now have the expand columns, clear all filters and refresh buttons at the bottom. |
Expand | ||
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“Connected resources”, “Connected teams” and “Used in templates” columns now indicate how many items are included in the list. |
Expand | ||
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When pressing tab after entering the verification code, the system will now login instead of re-sending the code. |
Expand | ||
---|---|---|
| ||
It is now possible to select “None” as an option in the “Previous task” column. Tasks with “None” as previous task will not have any requirements to get started. When choosing “None” as previous task, a blue alert will be shown stating that no Toolkit project will be inherited. This option was also added to Bulk actions > Tasks > Previous task update |
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Fixed an issue that would only import the project of the first selected language in correction orders with multiple languages.
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In orders with unit reporting, the icon will now turn green when all units have been reported. |
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Added a new loading indicator selector and five colors to choose from under Administrator > Web administrator > Configuration > Appearance tab: |
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Under Finance > Billing > Resource report generator, there is now the “Supplier duration for billing” and the “Supplier duration in minutes for billing”, which will display the duration being used for the billing of tasks.
Also under Resource report generator (Finance), the “Duration” and “Duration in minutes” columns are now showing the order’s duration and not supplier duration. Under My menu > Resource report generator and Finance > Billing > Resource report generator, the “Units reported for billing”, “Duration” and “Duration in minutes” columns now shows the value being used to calculate the task. |
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Added a changes log to Roles and Role groups pages. In Roles: In Role groups: |
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Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used. |
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Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased. |
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A new section has been added to the Automated file distribution (both Email or FTP/S3). If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails. Info | |
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Added a column called “Used in templates” in Administrator > Tables > Task types to show in which templates a task is used. |
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Under Sales dashboard > Tasks tab, the size of the assignment dropdown menus has been increased. |
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A new section has been added to the Automated file distribution (both Email or FTP/S3). If populated, the specified resources (either the resource in charge or the selected resources in “Recipients to notify”) will receive an e-mail notification if the automated file distribution fails.
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It is now possible to copy a resource’s properties to multiple resources at once. This can only be done from Administrator > Web administrator > Logins.
A new page will open to select the resources to copy to
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Rewording
“Billing messages” in the resource reports reworded to: Resource report messages (3923)
The Display the “Mail file” column in Order files and Centralized file downloads role was reworded to: Can send files and file download links (3728)
File lifecycle policy - multiple fields reworded to improve usability (3801)
The Can put resource report on hold role was reworded to: Can change the “Billing hold” status in the Resource report page (3927)
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The search field from the top ribbon will now display correctly aligned (3039)
Fixed an issue that prevent the watch folder page to be accessed correctly from the Sales menu (3882)
The Outgoing Orders & Steps and Outgoing Tasks tabs in the Supervisor dashboard will now save grids correctly (3867)
When a step is deleted after deleting all its tasks/products, the target language column will now update correctly (3877)
The “For billing” tab within a resource report will now show the correct value in the “Revenue per product”, “Cost per product” and “%Profit/Loss per product” columns (3581)
Fixed an issue that caused the file description to not be retrieved when using the email upload link (3825)
The “Submitted On” field in the Resource reports no longer checks for the resource report reference number (3568)
Sales dashboard - the grid will now update correctly when closing the order info page (3807)
Adding a link to a task will now correctly prompt the “Do you want to complete the task?” popup (3524)
Notes - fixed issue that caused the relevant roles to not work correctly (3447)
Bulk actions - fixed an issue that prevented multiple steps to be selected on surcharge removal (3924)
When using “Null/Not null” filters, other filters are now correctly applied (3611)
Fixed an issue that prevented specific subcontractor notifications from being sent out (3951)
Series status report page - “Show inactive” button is now working correctly (3941)
Improved the loading of the Profit and loss reports page (3995)
“Production team” field no longer populated automatically when using certain bulk actions (4016)
Fixed an issue that caused the watch folder to not attach folders correctly (4101)
Fixed issue with “price per unit” column in resource report (4109)
Fixed issue with order messages when sending “Available task” email (4024)
Fixed an issue that caused page to move back to the start when editing specific columns in a workflow template(4046)
Resource report generator - grid only showing resources with "resource report" approval manner (3957)
Bulk actions - step insertion no longer filtering for "not completed" tasks (4125)
Fixed an issue that would hide the icon in “Order excel” in the Tasks page (3676)
Automated file distribution to an S3 bucket has been fixed (4143)
Fixed an issued that would export the “Custom field” items as a code instead of the description (4104)
Fixed an issue that wouldn’t show unit reporting data in the Unit reporting report (4173)
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API related development and bug fixes
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