Request - 2.2.4
New association among components
In the new version of the system, associating objects among components has become more practical. Before, these associations used to be performed in different tabs and sections, slowing down the process.
This resource is now centralized in the new "Associations" section, which gathers, in one single screen, all the association types available for the component. Simply choose the type and the desired object to create links quickly and clearly, without the need to exit the screen.
Records are organized by association type ("Associated", "Created", "Created by"), with filter options and display mode as a list or card. It is also possible to create new records directly from this screen, which further facilitates the integration among the components.
When a SoftExpert Suite object is associated or disassociated, this operation will be recorded in the request history.
Previously associated records have been migrated to this new section. The view profile resource also had its document and indicator associations transferred to the "Associations" section. Request associations are still being performed in a separate section.
The document column in the menus that list actions and plans has been replaced with the Associated record (AR) column, which now lists the associations of the object.
New template processes for requests
For better use of the process resource provided by SoftExpert Process, new template processes simulating the flow of requests are now available.
They comprise the issuance, approval, execution, and closure steps. And the best thing is that these processes can be instantiated!
See the new available processes:
- Action plan creation request
- Process creation request
- Process revision request
- Supply order request
- Asset purchase request
- Training creation request
- Initiative creation request
- Document print request
Deprecation warning: document keyword request discontinued in the product
As of version 2.2.4, with a view to simplifying and centralizing operations, it is no longer possible to issue requests with the Document object type and with the Keyword operation in the Request component.
Now, all keywords must be added directly to the document.
Access the release notes for the latest version to better understand how to use the new keyword resource!
Check out the latest improvements made to this component: