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Table of Contents

New features and improvements

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title1. Templates- reworded to “Workflow templates” across the system

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title8. Update of the Task internal supply date when changing the Task supply date- introducing new sync logic

Note: relevant only in systems in which the Task internal supply date is enabled.

The sync logic will determine how will the Task internal supply date be influenced when changing the Task supply date, or when changing any other date that the Task supply date is linked to.

Before changing the Task supply date, or any other date linked to the Task supply date, the user can select 1 of 2 options:

  1. Always sync- when the Task supply date is changed, the Task internal supply date will always follow

  2. Smart sync (checks if assigned)

Option #1- Always follow:

When setting the Task supply date to an earlier or later date, the Task internal supply date will:

Always follow (regardless if the task is assigned or not)

Option #2- Smart sync:

Backward:

When setting the Task supply date to an earlier date which is prior to the Task internal supply date, the Task internal supply date will:

·         Always follow (regardless if the task is assigned or not)

When setting the Task supply date to an earlier date which is till later than the Task internal supply date, the Task internal supply date will:

·         Follow if the task is not assigned

·         Not follow if the task is assigned

Forward:

When setting the Task supply date to a later date, the Task internal supply date will:

·         Follow if the task is not assigned

·         Not follow if the task is assigned

How to use:

The new 2 sync options are represented by 2 buttons that were added in most pages that display dates.

Before changing the Task supply date, or any other date linked to the Task supply date (Order supply date, Order internal supply date or Step date), select the necessary sync option to receive the required result (each button has a tool tip to explain its functionality):

System configuration also added to determine which of the 2 options will be the default sync method when navigating to any page.

Info

From: Administrator > Web administrator > Configuration > Settings > System preferences section > Task supply and Task internal supply dates sync method button:

In addition, please note that the connection button will no longer turn red when Task internal date is disconnected from the Task supply date:

The connection button will currently only turn red when the Task supply date is disconnected from the “Set date by” date its linked to (either the Order supply date, Order internal supply date or Step date).

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title11. Email assignment notification button- added indication that the task is assigned and that an assignment notification was sent
Info

From: Order’s tasks list and Sales dashboard > Tasks tab

The in line “Email” icon will change appearance according to the task’s status:

  • Task not assigned

  • Task assigned

  • Task assigned and assignment notification was sent

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Bug fixes

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  • Monthly resource report- fixed the Resource request status icon. It now correctly indicates the stats of the resource request.

  • t status icon. It now correctly indicates the stats of the resource request.

  • Adding a new recipient when

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  • emailing files and file links fixed.

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  • The new recipient can now be added.

  • Binding alert functionality to re-bind disconnected dates with the new Order supply date or Order internal supply date fixed.

  • Manager > Users online page > Last login date + Last activity date columns fixed and now display the correct values.