Release Date: February 22
New Workflow Template Automation Criteria
We are excited to introduce additional workflow template automation criteria options to set as parameters for workflows to be added to requests. These additional options will bring users the flexibility to build workflow templates for more nuanced processes that grants follow based on the grant amount, coding, transaction types and more. A full list of the workflow types, task completed actions, and criteria options are available on the Knowledge Base article linked here.
The workflow template automation section has an updated look and process for configuring the automation criteria. The example below displays a Payment workflow template that will be added to a Request when a Payment Status changes to Scheduled for payments that are greater than $25,000 and the Request code for Program Area is Education.
Improvements
- Scenario Planning- Allow edits to Requests in Pending Statuses: While using Scenario Planning, users can now make edits to requests that are in a Pending Status. This functionality was previously available for Requests in the Exploring and Planning dispositions, but now is also available for the Pending Disposition. By clicking on the Request, the edit modal will open and users can make the necessary changes to the Request.
- Scenario Planning- New Column Field for Request ID and improved column alignment: A new default column, Request ID, has been added to the list views for Scenario Planning. This field is not editable. Additionally, the column widths have been aligned and standardized for an improved visual experience.
- Payments Dashboard- Refund line displayed in chart: For Payments dashboards there is now a Refund line that is displayed in the chart if there are refunded payments. If there are refunds, the Refunds bar is offset to the left of the zero by the amount of the refund. This prevents refunds from being visually displayed and included towards the Budget in the chart, if a Budget is defined in Scenario Planning. In the example below, the refunded amount is $5,000 which is the amount that is offset to the left of zero.
- Payments Super Search- Bank Account Last Verified Date and Bank Account Verification Notes: New fields have been added to the Payments super search that can be included as columns for your results list. These bank account fields are Bank Account Last Verified Date (Bank Account > Verified Date) and Bank Account Verification Notes (Bank Account > Verification Notes).
- Key Moments Super Search- Key Moments: Key Moments can now be used as Interaction Super Search criteria and added as columns to the results list. Key moments are a type of Interaction, therefore the results list field “Interaction Type” will now also display Key Moments. In the list, Interaction Types will be listed first, the Key Moments will be categorized in the list to show the distinction. A new field for and the Interaction Category can be added to the results list, this defines the type of Interaction or Key Moment.
- Grantee Portal Settings- Manage Bank Account Settings page: The Grantee Portal Settings Page for managing bank account settings and fields has been updated to be a single page format instead of separate bank account type settings modals. The tool tip layout has been updated.
- Grantee Portal Settings- Manage Address Settings page: The Grantee Portal Settings Page for managing address settings and fields has been updated to be a single page format instead of a settings modal. The tool tip layout has been updated.
- Portal Settings- Manage Contact Settings page: The Grantee Portal Settings Page for managing contact field settings has been updated to be a single page format instead of a settings modal. The tool tip layout has been updated.
Notable Bug Fixes
With every new release, we address bug fixes that may affect your user experience. If you have any queries or concerns about bugs, feel free to contact our support team for assistance.
- An issue with the typing in the date for the Grant Period field has been resolved. A standard format of MM/dd/yyyy has been implemented for the following date fields: Grant Period, Meeting Date (when edited from Scenario Planning), and Exchange Rate Date (when edited from a new request modal and from Scenario Planning).
- An issue with incorrect assessment values on record mapping to intake forms has been resolved.
- An issue where workflow automation was not adding workflows to requests after a batch edit action triggered a workflow automation rule has been resolved.
Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.
Add Query to WorkflowTemplateRules
ALTER TABLE [dbo].[WorkflowTemplateRules] ADD [Query] xml NULL
Add IsComplete to WorkflowTemplateRules
ALTER TABLE [dbo].[WorkflowTemplateRules] ADD [IsComplete] bit NULL