Portfolio - 2.2.4
Associations centralized in initiatives
As of this version, the way to associate objects among components is much more practical.
Before, these associations used to be performed in different tabs and sections, slowing down the process.
Now, everything is centralized in a new section called Associations, 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 or close 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 — such as a new asset or even a workflow —, which further facilitates the integration among the components and brings agility to the day-to-day routine.
The "Document" and "Forum" buttons have been removed, and linked records have been transferred to the new section.
New main screen for the Scenario configuration and Variable creation menus, with a modern design and smart resources
The Scenario configuration and Variable creation menus now display a new main screen: more modern, standardized, and practical.
With optimized filters and a new listing, records are easier to view and manage.
In addition to creating an item from scratch, it will be possible to edit records individually, change statuses, or delete multiple items all at once. All this makes for a more efficient management.
The "Ask AI" resource will only be available to customers that have the license for SoftExpert Copilot.
Check out the latest improvements made to this component: