Version 36.81- TBC

Owned by Renato Barcelos, created
Last updated: Dec 19, 2024
20 min read

New features and improvements

A limit on how much volume a resource can assign themselves to in a given day has been added to the system.

This will trigger a warning that’s sent out to both the user and the resource in charge of the order when the daily limit is exceeded.

To learn more about this functionality, please check the related section in the Pool tasks manual: Pool tasks | Warn on limit to self assignment tasks

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Emails sent out by the system can now include a signature, which can be set as either a system default or at the resource level.

To learn more about this functionality, please check our helpdesk article: https://ooona.atlassian.net/wiki/x/AoADi

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The ability to add customer-specific standard email messages has been added to the system.

Customer-specific email messages will be used instead of the global versions if the email being sent is related to the customer with the customer-specific email message.

If a triggered email includes customers with different customer-specific email messages, each customer’s email will be sent separately.

To learn more about this functionality, please check our helpdesk article: Standard email messages | Customer specific standard email messages

A new setting was added to make Task confirmation mandatory in order to open Toolkit or download files.

This setting is available at Administrator > Web Administrator > Configuration > Settings > Task confirmation is mandatory to open the Toolkit for a task.

Tasks with an overdue confirmation can now be automatically unassigned by the system.

This can be enabled from Administrator > Web administrator > Configuration > Emails.

Projects improvements

The “Projects” functionality has undergone additional changes to improve usability:

Rewording

  • The “Valid until” column in My menu >Task confirmation and Supervisor > Task confirmation management pages was reworded to “Response required by” (4458)

  • The project "#" column was reworded to "Project number" (4486)

  • The description of the Can reassign tasks (My tasks/Pool tasks pages) was reworded to “Pro tip- assign a Production team to limit the available assignees.” (4512)

  • “Can assign all management teams” roll was reworded to “Can assign any Client manager team”.
    The description was also reworded for clarity “User with the role can assign any Client manager team without having to be a member of it.” (4659)

  • “Can assign all Production teams” roll was reworded to “Can assign any Production team”.
    The description was also reworded for clarity “User with the role can assign any Production team without having to be a member of it.” (4659)

  • The “Project dashboard” column in the Project dashboard page has been reword to “Project details” (4890)

Bug fixes

  • Editing customer contact - Phone number fields were overwritten by the customer's phone number - Fixed (3337)

  • Toolkit project inheritance - Toolkit didn’t inherit correctly when multiple previous tasks were selected, and one lacked a project. Now it attempts to inherit from the latest task first, moving to the next if no project is found. (4319)

  • Bulk actions - Page loads indefinitely when using surcharges removal - Fixed (4429)

  • Resources import - Import button is available even if errors are present - Fixed (3361)

  • Order tasks page - When exporting to excel, most columns are showing codes instead the names of the fields - Fixed (4383)

  • Calendar task view page - “Current” button doesn’t update the week and month in the grid - Fixed (4350)

  • Calendar task view page - Month doesn’t change in the grid when in “Week view” - Fixed (4349)

  • Resource info page - Infinite loading when resource has the Limit editing of the Resource info page in My menu role - Fixed (4812)

  • Order copy - "Copy resource in charge" would copy the resource even when toggled off - Fixed (4258)

  • File table markup in outgoing email not fetching the “File name” - “File name” replaced with “Step broadcast file number” (4964)

  • Correction orders - “project” field is not copied over - Fixed (5093)

API related development and bug fixes

“Add API” option added to the External API settings page (4745)

  • “Project” endpoint added (4691)

  • The following fields were added to the UpdateOrders endpoint (4952):

    • Content type

    • Genre

    • Revenye Billing office

    • Sales person

    • Quote number

    • Production type