3.0 Release notes

Below is an overview of changed and new features introduced in this release of the FourVision Document Management Web App

Changes and new features:

Item Description
23090 Make possible to embed manager dashboard to D365HR
24053 Create new screens for handling unassigned documents
24101 Attached documents transfer to DMS from Request WebApp
24151 Allow manual entering of dates on the calendar
24247 Show hover over for category name and add category description to search pull downs
24269 Add, Add and continue button like on other apps
24402 Add License Info and Update License option to Admin Dashboard

Detailed release information:

###23090: Make possible to embed manager dashboard to D365HR The manager dashboard of document management can now be embedded into D365HR

Open D365HR and personalise the home page by right clicking around the tiles and clicking Add a page

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Select Website

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Fill in the Name and URL of the manager dashboard

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Save the changes then click the new tile

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###24053: Create new screens for handling unassigned documents Users with access to the admin app can view all unassigned documents by navigating to Admin > Unassigned documents

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An unassigned document is one which belongs to a category that has not been assigned for any user to view

###24101: Attached documents transfer to DMS from Request WebApp Documents attached to a request within the Request WebApp can now be transferred to the Document Management WebApp

To transfer a document using the Request WebApp, both apps must be within the same environment

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Open Request and navigate to Admin > Parameters, open the Features tab and enable Integration with Document Management

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Within the Request webapp, create a new form by navigating to Admin > Form management > Forms, in this case the Transfer template is used

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Open Form fields and add an attachment field to the form

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Select Field type Attachment, add a Label and enter a Document category name that exists within the Document Management webapp

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Create a Request group to add the new Request type to (or add to an existing request group) by navigating to Admin > Request groups

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Assign the Request group and Request type as desired in Admin > Authorization > Roles

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Users with the correct role can now create the Request by navigating to Manager > Create new request

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Complete the Request details and upload an attachment to the newly created field

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Save as draft to ensure the Attachment is uploaded

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Submit to workflow (if applicable) and approve

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The completed request will have made changes in D365HR

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Log in to Document Management and check the specified worker's documents

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The document uploaded to the Request will now be available within Document Management along with the Request ID

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The Attachment will no longer be available within the Request

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###24151: Allow manual entering of dates on the calendar Dates can now be typed directly in to date fields in addition to using the calendar

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###24247: Show hover over for category name and add category description to search pull downs When hovering over a category, the description will now show

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When adding a document, the category description will now show

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###24269: Add, Add and continue button like on other apps Add and Add and continue buttons have been added

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Add and Continue takes the user to the next screen

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Add creates the record

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###24402: Add License Info and Update License option to Admin Dashboard License information and renew license option can now be seen on the admin dashboard

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