New Features

Dashboard 2.0: We’ve added a few new features to our workflow Dashboard and revamped the UI to allow for a more streamlined user experience. Here’s a rundown of the new functionality: 

Bulk Actions: A new checkbox has replaced the ‘...’ actions dropdown. Users can now check each record that they would like to take a specific action on, and take that action on multiple records at a time. Once a record has been checked, an Actions Bar will display at the bottom of the screen. Users can then select the action that they would like to take on all checked records. For certain actions such as Edit, View History, Edit Request, and Documents, a new popup window has been created to facilitate bulk actions. The style and color of the actions bar can be updated in the Theming section of your admin page. For more information about the TAP Workflow Dashboard, visit our success center page.

Updated View Manager/Editor: You can now pre-order and pin your dashboard view columns when creating or updating a view. When adding columns in the view editor popup, simply drag and drop the fields on the right hand side to order them. You can also pin fields/column by selecting the ‘pin’ icon to the left of each field. Once saved, the columns will appear in the dashboard in the order that you configured them, and any pinned column will appear to the left of the pinned line. For more information on the action bar and view manager/editor updates, visit our success center here.

Dashboard Quick Submit: Quick Submit can now be configured at the dashboard level, in addition to within notifications. To configure Dashboard Quick Submit for a workflow, select the stage you would like to configure it on, and then select the new ‘Dashboard Quick Submit’ option from the stage options header bar. When configured, Dashboard Quick Submit will allow stage assignees to process a record directly from the dashboard without needing to open the form. Users can process records in bulk if all selected records were generated off the same workflow template (not version specific) and the Quick Submit Configuration is the same for all selected records. To learn more about Dashboard Quick Submit, visit our success center here.    

Bug Fixes

Issue: Save clears Custom HTML
Tracking Code: TAPSUP-1783
Salesforce Case Number: #2020-0402-596681
Expected Result: Saving workflow will no longer clear any form values that had been loaded into custom HTML fields during the current stage.

Issue: Signature Field is NOT holding the value at next stage
Tracking Code: TAPSUP-3764
Salesforce Case Number: #2021-0901-826408
Expected Result: Signature Field values will persist throughout workflow when field is set to Show Previous or Show and Edit in form access.

Issue: Incorrect number formatting in document
Tracking Code: TAPSUP-4185
Salesforce Case Number: #2021-1124-862146
Expected Result: Document formatting will be preserved when multiple documents are merged together using ‘Send Without eSignature’ option.

Issue: Auto submit in Parallel workflows issues
Tracking Code: TAPSUP-4302
Salesforce Case Number: #2022-0118-880073
Expected Result: Parallel stages with autosubmit configured will submit as expected and workflow will not proceed until all stages have gathered.

Issue: User who have non email address as a login is not getting email after a request has been re-assigned.
Tracking Code: TAPSUP-4411
Salesforce Case Number: #2022-0224-896219
Expected Result: Reassignment emails will be sent to users who do not have an email as a user ID when a workflow is reassigned to them. Email will be sent to address listed in the DomainAddress user profile field for that user.

Issue: Mismatch in the number of items using Dynamic Search filter on the dashboard
Tracking Code: TAPSUP-4607
Salesforce Case Number: #2022-0414-917443
Expected Result: Dashboard will display correct number of displayed records after a search term is entered into the dashboard search field.

Issue: Dashboard doesn't update when you change the filter from custom filter to all records
Tracking Code: TAPSUP-4744
Salesforce Case Number: #2022-0513-929800
Expected Result: All Records will load correctly. Tenant specific issue.

Issue: Staging/Prod Search Inconsistent
Tracking Code: TAPSUP-4778
Salesforce Case Number: #2022-0519-931913
Expected Result: Dashboard search will return consistent results.

Issue: Prepopulation from salesforce record not working
Tracking Code: TAPSUP-5014
Salesforce Case Number: #2022-0608-944634
Expected Result: Salesforce preopop will work as expected when configuring dropdown rules.

Issue: Blank CSS name in existing workflow and storage undefined label when importing the workflow
Tracking Code: TAPSUP-3416
Salesforce Case Number: #2021-0608-790251
Expected Result: CSS files that are applied to a stage will display properly when importing a workflow to a new environment.

Issue: Formula calculation inconsistency
Tracking Code: TAPSUP-4413
Salesforce Case Number: #2022-0310-902869
Expected Result: Formula will calculate correctly when generating a document preview before submitting the workflow.

Issue: Return line string not supported by TAP in API
Tracking Code: TAPSUP-4583
Salesforce Case Number: #2022-0404-912683
Expected Result: Form field formatting specific. Certain form fields that were not converting to JSON properly have been corrected.

Issue: Pending submission records created without save
Tracking Code: TAPSUP-4624
Salesforce Case Number: #2022-0419-918648
Expected Result: Record will only autosave if autosave is enabled. It will not autosave just because a save button has been added to the form.

Issue: Autosubmit with form field reference is taking 1 extra day to autosubmit
Tracking Code: TAPSUP-4736
Salesforce Case Number: #2022-0510-927990
Expected Result: Autosubmit will factor in requester’s timezone when calculating time to submit.

Issue: Collab Stage Administrator Issue - User deletion
Tracking Code: TAPSUP-5016
Salesforce Case Number: #2022-0609-945142
Expected Result: Added validation check when saving a workflow. If a user who was previously assigned to a role has been removed from the site, an error will be thrown when saving the workflow until that role has been configured with a new user.

Issue: Consecutive boxes present in document in restricted mode
Tracking Code: TAPSUP-5034
Salesforce Case Number: #2022-0610-945871
Expected Result: Boxes will no longer appear in restricted mode unless they have been configured to do so.

Issue: Collaboration stage values are getting blanked out when different users open the request in that stage
Tracking Code: TAPSUP-5072
Salesforce Case Number: #2022-0617-948526
Expected Result: Issue with autosave. Records will not autosave just because a save button has been added to form.