New Activity: Generate Document
- Will perform a mail merge on a Word document using information captured in the workflow.
- Resulting file will be saved as an attachment in the workflow.
- Can save to either a Word or Pdf document.
New Activity: Decision (Link People)
- Can evaluate the same things as the original Decision activity.
- Each expression is assigned to a Person or Position.
- One of the Target Person or Sender's temporary relationship types will be assigned to the matched Person or Position.
- The newly assigned Person / Position can then be used as responsible people for activities later in the workflow.
Other updates
- Created two administrator functions for use in the Workflow Editor, Review Process Editor and Incident Editor:
- Revert Status of an activity (Undo complete). Requires a security role to be added.
- Delete / Cancel an activity
- Fixed a bug that sometimes doesn't allow you to revert the status of a Sign Off activity.
- Created a Copy and Paste feature for Decision activities to copy and duplicate Decision Expressions within the workflow.
- #003172: Fixed an issue in the Workflow Report Wizard where the fields from the activities weren't displaying correctly.
- #003191: Created new security roles to only allow certain users to perform the following actions on workflows: Force Complete & Delete
- When a Tasklist's status is changed to Cancelled or Completed, all incomplete tasks are set to Cancelled.
- Created a Filter function for the Workflow Library (Under the Advanced & Plugins ribbon tab).