Saturday, March 16, 2019

What's New In Version 6.0

Version 6.0 (v6.0) of Rethink Workflow has just been released in December 2018 and it is the biggest and most exciting release we have done so far.

v6.0 contains many new features and improvements, including:

1. Build a Form

  • The overall form designer has been revamped to be more intuitive, easy to use, yet more powerful. Field properties have been rearranged into tabs including: 
  • More features added for selected fields: 
    • Address
      • Allow detecting user approximate location
      • More detail placeholders including streetNumberOne, streetNumberTwo, city, state, postalCode, formatted, latitude, and longitude.
    • Checkboxes / Radios:
      • Allow specifying the number of options per line
      • Use an internal or external data list as the data source for available options
    • Comment: the comment field has been deprecated and replaced by Document Commenting feature.
    • File Upload:
      • Allow limiting the minimum and maximum file size
      • Allow limiting the acceptable file types
      • More detailed placeholders
    • Name:
      • Allow showing/hiding and mark as required / optional for first name and last name
    • Number:
      • Allow specifying number format
      • Allow setting the default value
    • Sequence ID: this field has been deprecated and replaced by document key. The system automatically generates a document key based on workflow key.
    • Table: 
      • Allow showing/hiding Header or Footer
      • Column cell input supports 10+ different types including dropdown with data list support.
      • Allow setting a footer value to be the control value
    • Timesheet:
      • Support comment for each time-row
  • Improved both predefined and per-field placeholders
  • Allow changing the workflow setting at any time without the need of unpublishing
  • Create a form/process from predefined templates. We will be adding more and more templates for different categories very soon.

2. Design Workflow

  • Allow setting action permission while editing a state
  • Transition: 
    • Better-looking icons with the material icon set
    • Allow disabling validation for fields. For example, the comment is required on Decline action but optional on Approve action.
    • Quicker adjust permission while editing

3. Set Permission

  • The biggest change on this version is Role-based Access Control in which the workflow designer can create roles and assign users to a role. 
  • Permissions setting has been improved and simplified

4. Go Live

  • Improved reporting: provide a simple-yet-powerful reporting mechanism for running and extracting document values into a tabular format. 
  • Company Branding: allow to change the look-and-feel of Rethink Workflow to match with your company brand. 
  • Streamlined authentication and creation process: improved the way the system authenticates the end-user so that creating an account and signing in is much easier, especially for public workflow.
  • Document Commenting: allows adding comments per field or on the entire document
  • Change the sender and reply-to per workflow variant: allow to use a different email address as the sender or reply-to when sending email notifications to the user. 

And more...

  • For documents created from a public workflow, the system now saves the document after each change to avoid losing data.
  • Support resetting the field values of the document back to what they were when the document first moved to the current state. 
  • Assign each document with a unique ID (TSA-0001) using the corresponding workflow key. This feature makes it easier to uniquely mention document instead of using the long id previously. 
  • A regular user is able to trash, delete, or restore the document when it is in the initial state. 
  • Document printing has been optimized to save paper
  • And a ton more minor improvements and bugfixes.

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