New features in Business Workflows
Improved experience with Business Workflows
Release 5.4.0 brings several changes in the Business Workflows meant to improve the user experience:
The users can now receive notifications when a new task is assigned to them.
Overview for automation and business workflows was unified. We now have only one area where users can both preview the available workflows and create new ones. Thanks to this working with the two types of workflows is now more intuitive.
The button for deleting stages/transitions was moved to a more discreet place in order to achieve a cleaner look for the stage/transition editor.
It is now easier to access transition editor. Once the user hovers a mouse pointer over a transition, it gets highlighted and a new menu appears. From here the user can open the editor or delete a transition.
Metadata constraints
From version 5.4.0 the workflow administrators have much more flexibility in terms of setting up constraints, while editing transitions in a business workflow. The new field selector is intuitive and only shows the relevant metadata fields based on the selection made for the constraint.
One example of the many possible use cases is the situation in which the value input by the user who requests to download an asset is compared with a specific metadata field. If the user’s value matches the value in that metafield, the request is approved automatically.
Attachments on constraints (file constraints)
The second new type of constraint in transitions is file constraint. The workflow administrators can now set up uploading a file as one of the requirements when requesting asset download. This can be e.g. a consent form in a strictly specified format such as pdf document.
New features and improvements in the task list
It is now easier to work with tasks thanks to three different improvements:
pagination was added to the task list
it is now possible to sort the tasks
on the right side of the screen the users can now access a variety of filters.
Enhancements in Download Request
New settings with more flexibility in terms which asset are subject to download request
Dynamic assignment
Status over the download requests
From now on it’s not a requirement for the users to be workflow administrators to see the task list. While workflow administrators can see the list of tasks assigned to them, other users can track the status of their previous download requests on their own task list.
UI enhancements
Improved experience with editing metadata
New login modal