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  • the ability to edit the names of stages and transitions only in the right-hand edit panel

  • the ability to open the edit panel by simply clicking on a stage or transition

  • more user-friendly naming of several elements in the editor.

Moreover, metadata for transitions are now fully implemented. The following types of metadata constraints are supported: IsEmptyMetaField, Bit Metadata Constraint, Combo Metadata Constraint, Datetime Metadata Constraint, Edit Combo Metadata Constraint, Edit Multi Combo Metadata Constraint, Float Metadata Constraint, Int Metadata Constraint, Link Metadata Constraint, Multi Combo Metadata Constraint, Note Metadata Constraint, String Metadata Constraint and Tree Metadata Constraint.

It is also possible to configure metadata fields on stages. With this, the user assigned to a task can view the metadata relevant for the task under one of the tabs in the task details module.

Furthermore, we have made a functional addition to the way the upload constraints work by introducing so-called secret attachments. Secret attachments are sensitive materials (for example, a consent form) that should not be visible to other users with the ability to see the task it concerns. We have achieved this by introducing new roles that split the users into one of the three categories:

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Last but not least, the labels used to visually represent Workflow stages are now customizable. The user can either choose one of the standard labels or create a new one by selecting the icon and color from the list.

Task list

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The most pronounced new functionality related to the task list is the ability to view the tasks either in the list form or as a collection of cards in the card form. With this, the user can benefit from the distinct advantages of each type of view. When using the list

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(under construction), it is possible to see more tasks at the same time, which might be especially useful, when e.g. selecting multiple tasks for transition. When using the card view, the user can see which assets the task concern without having to go into the task details.

Moreover, the data in the task list table has been enriched. The following information are now included:

  • The task list icon

  • The name and badge of the instance owner

  • The created date

  • The current stage.

Another new functionality is the ability to transition multiple tasks at once. The approving user can select multiple tasks at once and then take an action on all of them. In order to be able to do this, all of the selected tasks need to belong to the same Workflow and be at the same stage.

The are also several smaller changes introduced:

  • The task detail view can be closed with an “X” on the module or by pressing “Esc” on the keyboard

  • When an assigned user selects an action, a notification with a confirmation appears in the lower right corner

  • In the filter panel, there is now an added ability to search for tasks by their names

  • When the system is configure to show assets in infinite scrolling mode, the task list will also use the infinite scrolling.

More flexibility when using the Download Request Workflow

(under construction)We have introduced a new functionality, timed transitions, in order to support the approval expiry in Download Request Workflows. Thanks to this, it is now possible to configure the deadline for the requesting user to download the assets that have been approved for this purpose. This can be configured either as a specific date (e.g. May 20, 2021) or time period (e.g. 14 days).

Until version 5.4 the users were only able to request only one variant of one asset at a time. From version 5.5 we support two additional scenarios.

First of all, the users can make several requests of one asset at a time.

Secondly, the users can request multiple assets at once.

New use case: Custom Signup Workflow

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