We are happy to announce the July 2019 Release which is dedicated to the new invitation process and other workflow improvements:
- New trigger for the "Invitation" e-mails in the Web App
Until now the initial INVITATION e-mail (which was called "START") for a workflow was sent "silent" on the day defined as the start date and then also the REMINDER e-mails were sent periodically. This was very intransparent und often surprisingly for a Collector Manager!
So we changed that to a much better process: the Collector Manager has to press manually the new button Send Invitation E-Mails now! in order to activate the whole E-Mail component for the current workflow. The On-/Off function (introduced in last month`s release) affects from now on only the REMINDER and (NOT) COMPLETED E-Mails, which are only sent to those users who got an INVITATION E-Mail. The On-/Off function is activated by default when sending the INVITATION E-Mail and can be disabled by the Collector Manager.
- New user selection for the "Invitation" e-mails in the Web App
Until now the Invitation E-Mail was sent to every user who was defined in the Workflow User List. Now it is possible to select the users from the current workflow who will get the INVITATION E-Mail and you can also add yourself to the receiver list of this automatically sent E-Mail. Those new features will help you as a Collector Manager very much to test your INVITATION E-Mails properly before you send them to all your Collector Users of your workflow.
- New e-mail type "Not Completed" in the Web App
Until now users who successfully finished their data input in the current workflow got the "COMPLETED" E-Mail. From now on, those users who were not able to finish their data entry get a "NOT COMPLETED" E-Mail in order to make them clear that this is a problem for your company and should not happen again.
- Renaming of the existing e-mail types
We have renamed the existing e-mail types to make things better understandable:
START -> INVITATION
REMIND -> REMINDER
COMPLETE -> COMPLETED
(new) -> NOT COMPLETED
- Improved behaviour of the Table Browser in the Web App
We have improved the behaviour of the Table Browser: when you click on a row then it only will be selected (but not opened with the editor). The selection colour is now a light grey instead of the "heavy" orange until now. When you double click on a row (or single click on the new record marker on the left) the the editor will be opened.
- Further Improvements in the Web App
We have cleaned a bug in the Web App with the new Template Upload feature from the June Release as well as a bug when editing the Row-Level-Security Table. Furthermore we have improved the Workflow E-Mail check routines to be executed on a user level instead to be executed only on a workflow level.
Hope you like the new features, let us know what you think about it! We`ll be back after the summer break with the September Release!