TeamConnect-TAP Release Notes 1.0
New Features
The list of new features is described below. The following new or updated articles have been published in the Client Success Center to accompany this release:
The following new features have been released in the TeamConnect Enterprise®. Each feature is documented in the following format:
- Feature Name
- Feature Description
- Each enhancement under that feature
- Internal Tracking CodeOLT
Enhancements
Enhancement: New workflow wizard child record general information Description: Introduced a new Child Record drop-down form-field with the list of child records displays on the wizard using the label defined for that field. Tracking Code: TC-35023 |
Enhancement: New workflow wizard child record finish Description: When the user selects a value for the child record in the dropdown list, the specified value is sent to the TAP field in the workflow definition on clicking the Finish button. Tracking Code: TC-35024 |
Enhancement: New workflow wizard static text Description: Displays as read only text on the wizard for every Static Form Field in general information page. Tracking Code: TC-35025 |
Enhancement: Set up TAP Setting module on TC Description: To configure TAP, introduce TAP settings on TeamConnect under ALL options. The TAP setting page displays Singleton and Settings Object Definition buttons. TAP Settings configuration are as follows:
Tracking Code: TC-34647 |
Enhancement: Design new TAP workflow action - design object Description: Introduced TAP Workflow Action grid with the following columns:
User is provided to save the workflow action without any mapping data fields. Tracking Code: TC-34648 |
Enhancement: Configure one or more TAP servers Description: Provided an ability for the user to add one or more TAP Instances to access / initiate workflows with their selected TAP instance, introduced TAP Instance Details section with the following fields:
Tracking Code: TC-34646 |
Enhancement: Update list of TAP instances Description: Provided an ability for the user to update the list of TAP instances:
Tracking Code: TC-34665 |
Enhancement: TAP admin group Description: Following are the changes implemented:
Tracking Code: TC-34978 |
Enhancement: List all integrated workflow actions Description: Introduced TAP Workflow Action grid with the following custom field values in the TC table search:
Tracking Code: TC-34649 |
Enhancement: Test connection button Description: Following changes are implemented to improve TAP Settings usability:
Tracking Code: TC-34664 |
Enhancement: Design new TAP workflow action - screen Description: Updated the TAP Workflow Action screen input layout showing static behavior of fields with create, edit and view mode:
Tracking Code: TC-34672 |
Enhancement: Error handling when connecting to selected TAP instance Description: Displays an error message, “Unable to get list of workflow from TAP Server”, if selected TAP instance connection is failed. Tracking Code: TC-34673 |
Enhancement: Mapping data fields - object definition Description: Introduced TAP Mapping data fields and made available on SetUp under Object Definition with custom fields as below:
Tracking Code: TC-34721 |
Enhancement: TAP field - mapping data fields Description: Following changes are implemented to improve to map the data fields of TAP field:
Tracking Code: TC-34722 |
Enhancement: Research - TAP mapping field table implementation Description: Following changes are implemented to improve to map the data fields of TAP field:
Tracking Code: TC-34723 |
Enhancement: Mapping data fields - TeamConnect Field Description: Following changes are implemented to improve the mapping data fields to TeamConnect field:
Tracking Code: TC-34849 |
Enhancement: List of open workflow jobs based on record - design definition Description: Following changes are implemented to improve to map the data fields of the TAP field:
Tracking Code: TC-34851 |
Enhancement: Provide a class file to be used as custom action to initiate TAP workflow actions Description: Following changes are implemented to improve the TAP workflow actions introduced:
Steps to use the class file:
Tracking Code: TC-34953 |
Enhancement: Ability to map to "current user" Description: Introduced a new field Current User in mapping type drop-down list to map to TAP Field that sends the information to TAP. At run time, the TAP field populates with current username or current user unique ID. Tracking Code: TC-34960 |
Enhancement: Ability to map to "current date" Description: Introduced a new field Current Date in mapping type drop-down list to map to TAP Field that sends the information to TAP. At run time, the TAP field populates with current username or current date and time (as required by TAP). Tracking Code: TC-35501 |
Enhancement: Form Fields - Object Definition Description: Updated/Added the following custom fields as drop-down list in TAP Workflow Form Fields of Object Definition.
Tracking Code: TC-35504 |
Enhancement: Additional timezone field when adding TAP instance Description: Introduced a new field timezone to TAP instance. Users are provided to populate the additional preferred time zone with the TAP instance. By default, American Pacific time zone is displayed. Tracking Code: TC-36223 |
Enhancement: support Prompt field type Description: Following are the changes implemented to Form Fields.
Tracking Code: TC-35503 |
Enhancement: support involved field type Description: Following are the changes implemented to Form Fields.
Tracking Code: TC-35505 |
Enhancement: support Child Record field type Description: Following are the changes implemented to Form Fields.
Tracking Code: TC-35506 |
Enhancement: support Document field type Description: Following are the changes implemented to Form Fields.
Tracking Code: TC-35507 |
Enhancement: support Static Text field type Description: Following are the changes implemented to Form Fields.
Tracking Code: TC-35508 |
Enhancement: new workflow wizard - object definition Description: Following are the changes implemented to the new workflow wizard – object definition.
Tracking Code: TC-35717 |
Enhancement: make TAP field mandatory check on 'Add' button Description: Display an error message when the user forgets to fill the mandatory TAP field on the Add button. Tracking Code: TC-36413 |
Enhancement: make TeamConnect Field path mandatory check on 'Add' button Description: Display an error message when the user forgets to fill the mandatory TeamConnect field path on the Add button. Tracking Code: TC-36414 |
Enhancement: New workflow wizard prompt general information Description: Displays LABEL as a text box on the wizard for every Prompt form field for that field. On Finish, the workflow initialization/continuation is completed for selected implementation. Failing to implement it is considered to Submit with a Finish button or Next button. Tracking Code: TC-35019 |
Enhancement: New workflow wizard prompt finish Description: When the user enters a value in the Prompt text field, the specified value is sent to the TAP field in the workflow definition by clicking the Finish button. Tracking Code: TC-35020 |
Enhancement: New workflow wizard involved finish Description: When the user selects a value for Involved in the dropdown list, the specified value is sent to the specified TAP field in the workflow definition on clicking the Finish button. Tracking Code: TC-35524 |
Enhancement: New workflow wizard screen Description: Displays a new workflow wizard page associated with the record containing the button on clicking the action button. Tracking Code: TC-35719 |
Enhancement: include unique key for TAP workflow action Description: Following are the changes implemented:
Tracking Code: TC-36242 |
Enhancement: New workflow wizard involved general information Description: Displays Involved form-field added to the record from the drop-down list on the wizard using the label defined for that field. Tracking Code: TC-35525 |
Enhancement: Validation for Form Fields Description: Below are the mandatory form fields to validate within a TAP Workflow action. The following are the mandatory Form Fields when Child Record is selected:
The following are the mandatory Form Fields when either Document, Involved, and Prompt is selected:
The following are the mandatory Form Fields when Static Text is selected:
Error messages are populated for the below fields:
Tracking Code: TC-36509 |
Enhancement: New workflow wizard document selection general information Description: Following changes is implemented:
Tracking Code: TC-35021 |
Enhancement: New workflow wizard document selection general information Description: Following changes is implemented:
Tracking Code: TC-35732 |
Enhancement: New workflow wizard document finish Description: On completing the document list, a value is sent to the TAP field specified in the workflow definition. Tracking Code: TC-35022 |
Enhancement: display workflow block based on the condition associated with workflow action Description: Displays the custom block of an opened record when the condition of the workflow action is computed. If the result of the condition is true the custom block is displayed, and if the result of the condition is false, the custom block is hidden. Tracking Code: TC-36921 |
Enhancement: List of open workflow jobs based on record and workflow action - screen Description: Displays the list of workflow jobs for the current record and workflow action associated with a block:
Tracking Code: TC-34852 |
Enhancement: List of open workflow jobs based on record - screen Description: Displays the list of workflow jobs for the current record and all workflow actions:
Tracking Code: TC-34874 |
Enhancement: new workflow wizard Finish to continue workflow Description: Displays Continue button to the workflow on the TAP instance on clicking Finish to gather all the form fields values and the object mapping. (OR) Provides ability to gather all the FormFields values and the Object mapping and send them to continue the workflow on the TAP Instances. (OR) To finish the new workflow wizard, gather all the Form Fields values and object mapping and send them to continue the workflow on the TAP Instances. Tracking Code: TC-35720 |
Enhancement: initiate a workflow based on the condition associated with a workflow action Description: When a custom action rule is associated with a workflow action, then:
Tracking Code: TC-36930 |
Enhancement: element mapping for initiate workflow job Description: Following are the changes implemented to element mapping:
Tracking Code: TC-36971 |
Enhancement: sending workflow job ID to TAP Description: When a workflow is initiated by Team Connect, the workflow job ID value is sent to the selected TAP element selected in the workflow action. The value sent to the TAP, is verified on the TAP UI. Tracking Code: TC-36972 |
Enhancement: TAP workflow portal pane Description: The following changes are implemented on TAP Workflow Portal Pane:
Tracking Code: TC-34982 |
Enhancement: TAP home page Description: Following changes are implemented to improve the module:
Tracking Code: TC-34983 |
Enhancement: user input field of type Assignee Description: Provided ability to the user to select an Assignee to a Custom Object inside the wizard user form sent over contact ID to TAP. Tracking Code: TC-35047 |
Enhancement: allow additional properties to be sent for involved Description: Following are the changes implemented:
Tracking Code: TC-37270 |
Enhancement: status information on workflow job Description: Following are the changes implemented:
Tracking Code: TC-37366 |
Enhancement: UPDATE display workflow block based on the condition associated with workflow action Description:
Tracking Code: TC-37703 |
Enhancement: initialize data when workflow name is populated Description: Following are the changes implemented:
Tracking Code: TC-37748 |
Enhancement: New workflow wizard mapping fields finish Description: In the workflow wizard, displays all the mapping fields that includes Current Object Field Mapping, Current Date Field Mapping, Current User Field Mapping on clicking Finish and sends all the additional values to the corresponding TAP Workflow elements through the wizard. Tracking Code: TC-35035 |
Enhancement: Retrieve and save date format from TAP element Description: Following are the changes implemented:
Tracking Code: TC-36303 |
Enhancement: workflow launch should not require special group permissions OR prevent manual creation of TAP workflow records Description: To view the custom screen with a wizard launch button, the user is provided a view and create rights to the TAP Workflow object, introduced a group name: TAP User with unique key TAPUser with view and create rights to TAP workflow. Tracking Code: TC-36874 |
Enhancement: Adjust custom block to continue workflow action Description: Introduced Custom button to display when a workflow job is associated with that workflow when a custom block is added to an object view.
Tracking Code: TC-36439 |
Enhancement: Provide a class file to be used as custom action to continue TAP workflow actions Description: To continue the TAP Workflow Actions, a class file is provided to be used with below custom actions:
Steps to use the class file: Set up > object definition > custom action rule > select provided custom action (class file) > select presented workflow action The presented workflow actions is defined under TAP Settings for that Object. Tracking Code: TC-36259 |