3.1 Release notes

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

Changes and new features:

Item Description
Requirement 23223 HR Request - Export and Import functionality for forms
Requirement 23352 Attached documents transfer to DMS
Requirement 24133 Add worker details form template (Preview)
Requirement 24156 Add Bank details tab in Worker details template (Preview)
Requirement 24223 Enforce license limits
Requirement 24249 Introduced new field type as a comparison of two text fields
Requirement 24294 Set maximum character limit on fields
Requirement 24349 New hire request - Options for sending primary contact details
Requirement 24367 Release New position form templates for Dynamics HR from Preview to Production
Requirement 24403 Add License Info and Update License option to Admin Dashboard
Requirement 24418 Import/Export common connected fields
Requirement 24421 Supporting the HRBP role in functionality on request form
Requirement 24508 Implement Position Hierarchy view as Microsoft Teams look

Detailed release information:

23223: HR Request - Export and Import functionality for forms

Forms can now be imported and exported to/from the WebApp

To export a form, navigate to Admin > Form management > Forms, select the desired Form then click Export

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The form will be downloaded as a .JSON file

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The .JSON file can then be imported by navigating to Admin > Form management > Forms and clicking Import

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The form will be replicated as it appeared before it was exported

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23352: Attached documents transfer to DMS

Documents uploaded as attachments in the Request WebApp can be transferred to the Document Management WebApp

In order for this integration to work correctly, both WebApps must be within the same environment

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To enable integration within Request, navigate to Admin > General > Parameters > Features 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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24133: Add worker details form template (Preview)

Add worker details has been added as a form template and is available in Preview versions of the WebApp

To use the template, navigate to Admin > Form management > Forms and click New

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Enable From template and select the Add worker detail template

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The form is now created as defined within the template

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24156: Add Bank details tab in Worker details template (Preview)

The Bank details tab has been added to the Add worker details form template and is available in Preview versions of the WebApp

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This section will update the Worker bank accounts record in D365 Human Resources

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24223: Enforce license limits

License limits now enforced within the WebApp

24249: Introduced new field type as a comparison of two text fields

A new field type has been added to compare two text fields named Text field comparer

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This field type will compare two fields and ensure that the values entered are matching

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24294: Set maximum character limit on fields

Maximum character limit can be set on Text field or Text field comparer fields

Navigate to Admin > Form management > Form > Form fields

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Select the desired field and enter the number of characters required

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24349: New hire request - Options for sending primary contact details

Option to define whether contact details are primary or not within the New hire request template form

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This section will update the worker's Contact information in D365 Human Resources

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24367: Release New position form templates for Dynamics HR from Preview to Production

The New position template that was previously only available in Preview is now also available in Production versions of the WebApp

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24403: Add License Info and Update License option to Admin Dashboard

License information can now be viewed on the Admin Dashboard

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Licenses can be renewed using the Renew license button

24418: Import/Export common connected fields

Import and export option added for common connected fields

Create a common connected field by navigating to Admin > Form management > Common fields and create a new field with type Connected dropdown

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Click Add options to add values

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These values can be exported to Excel by clicking Manage connected fields then Export

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These values can be imported from Excel by clicking Manage collected fields then Import

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24421: Supporting the HRBP role in functionality on request form

HR Business Partner functionality has been added to request forms

To specify the role to act as HRBP, navigate to Admin > General > Parameters and in the HRBP dropdown, select the desired role

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Create a new form by navigating to Admin > Form management > Forms and clicking New, the New hire (Employee) template form is used in this example

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Click the record to open the form fields and edit the On behalf of field

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Three values can be selected, HRBP, On Behalf of or HRBP (LE)

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If HRBP is selected and a user creates a request using this form, all users with the role specified in the HRBP dropdown can be selected in the HR business partner field

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Submitting the form will see it being assigned to the specified HR business partner

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If the On behalf of field is set to HRBP (LE)

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And a user creates a request using this form, only users with the role specified in the HRBP within the legal entities the user has specified on their can be selected in the HR business partner dropdown field

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In this case only Brooke Drynan and Ken Ewert are available as they both belong to the same legal entity, USRT, whereas Simon Lam and Luke Lenhart from the previous example do not

Brooke

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Ken

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Simon

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Simon has a different legal entity specified so will only see HR business partners defined within the USMF legal entity

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Luke

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If a legal entity is not defined on a role, such as in the case of Luke Lenhart then the user will be able to select all HR business partners as defined within the parameter

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24508: Implement Position Hierarchy view as Microsoft Teams look

Position hierarchy now appears with similar tiles as Microsoft Teams

Navigate to Manager > Organisational data > Position hierarchy tree and search for a Worker

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Or a Position

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The Position hierarchy tiles integrate with Microsoft Teams for Email, Chat, Audio or Video call