3.2 Release notes
Below is an overview of changed and new features introduced in this release of the FourVision Request Web App
New features
- Add Applicant support
- Letter creation to Document management
- FNO Native connectivity
- Advanced Reassign workflow of HR Request
Changes and bugfixes to existing features:
| Item | Description |
|---|---|
| 19683 | HR Request pre-fill hire form with Fields from ATS with API connection |
| 22244 | Option to delete Users from within the Web App |
| 23343 | Implement Loqate |
| 23764 | Solution to indicate a rehire using applicant |
| 24041 | Letters from HR Request forms |
| 24239 | Remove HR-Plus integration (message box) from the product and replace with Native SCM/FIN integration |
| 24364 | Extend applicant table and API in shared and in screen HR Request |
| 24416 | Filter applicants based on Legal entity |
| 24419 | Notification on new applicant |
| 24503 | Make possible to embed manager dashboard to D365HR |
| 24549 | Add import/export functionality for the description of Common connected fields |
| 24553 | Mass creation of position |
| 24570 | Mapping of worker and applicant |
| 24615 | Add fields to Applicant |
| 24617 | Reminder on task creation and also reminder on due date |
| 24619 | Email notification on task creation |
| 24620 | Manual choose task list. |
| 24628 | Removal of NewtonSoft JSON library |
| 24633 | Advanced Reassign workflow of HR Request |
| 24634 | Update the Applicant status with hired (no longer adjustable) |
| 24713 | Enable FNO Native connectivity |
| 24773 | Enable creation of documents from HR Request for applicants |
| 24777 | Add My open positions |
| 24790 | Add local tables including workflow status and history - OData API |
| 24794 | Reminder on due date should follow the template and structure same as task creation |
| 24849 | Improvement on new position form |
| 24917 | Correct the icons and update toggle in the whole app like Role edit page |
| 24955 | Tick boxes not visible in role |
| 24999 | Extend the colour scheme like we did in Performance |
| 25018 | Show 'Sandbox' indicator when running a sandbox typed machine |
| 25043 | New position request: Department description |
| 25061 | Expecting confirmation message after clicking on Renew license button |
| 24525 | Issues in filtering applicants based on Legal entity |
| 24535 | Issues in HR Request pre-fill hire form with Fields from ATS with API connection |
| 24552 | Issues related to request form for Applicant |
| 24602 | Transfer: missing expiration date for new terms of employment |
| 24646 | Performance of the web app when opening new request |
| 24650 | New hire form: Compensation Plan field not defaulting |
| 24651 | Rejected request notification |
| 24655 | Valid from and Valid To are not required while searching/sorting - Position Hierarchies |
| 24658 | Valid from and Valid To are not required while searching/sorting - Employements |
| 24661 | Manage connected fields import is not updating already available records |
| 24669 | Minimum field length not enforced |
| 24673 | No Edit Option for form on Integration Entities |
| 24675 | Import Symbol is wrong on Forms Search Dashboard |
| 24714 | Can't delete form. Error message: the record can't be deleted in use in app |
| 24724 | Add 'Alt+N' in hover text for all '+New' in the app |
| 24727 | Checkbox options not editable after creation |
| 24770 | Issues found in regression test of the app related to templates |
| 24820 | Selecting option while scrolling down |
| 24835 | Change FTE request error |
| 24839 | Get dimension attributes error on first load |
| 24840 | HTTP put, patch not working for HR Request |
| 24842 | Issues related to reminder on due date should follow the template and structure same as task creation |
| 24843 | Issues found in regression test of the app found after merging |
| 24847 | Synchronization of tables in scheduler incomplete |
| 24851 | Issue related to adding local tables including workflow status and history - OData API |
| 24852 | Change address request issues |
| 24861 | Sync logs back button throws error |
| 24863 | Missing translations of label FR |
| 24864 | Tab delimited is misspelled |
| 24872 | Form field datepicker not working for Integration timezone |
| 24875 | Text field comparer tab functionality |
| 24888 | Creation of applicant - application hangs and gives error |
| 24904 | Change compensation not interfacing to D365HR |
| 24921 | Issue related to Integration entity form fields |
| 24928 | Unable to assign positions to position groups |
| 24931 | Adjust labels in letter creation process |
| 24933 | Sync status not showing properly for all entities |
| 24935 | The welcome message in French is too informal |
| 24938 | Interface connected dropdown issue |
| 24939 | Issues found on multiple clicking buttons and using shortcuts |
| 24941 | Interface fields not defaulting when hiring a new applicant |
| 24952 | Creating a new hire shows error randomly |
| 24953 | New hire in future - real time positions shows no positions |
| 25056 | Add certificate request issue |
Detailed release information:
New Feature 1: Add Applicant Support
Applicants can now be handled within the Request Web App
To create an Applicant navigate to Manager > Recruitment > All Applicants or My Applicants, click +New and fill in details related to Personal information, Employment, Position and Address
Click Add to create the Applicant
The Applicant record can now be used to create Requests, open the desired Applicant record and click Next step
The desired Request type can then be selected
The associated Request then shows on the Applicant record
In this example, once approved, the Worker will be created in D365 Human Resources
New Feature 2: Letter creation to Document management
Letters can now be created within Document Management using fields imported from HR request forms
To enable integration, both apps must exist within the same environment
Setup of the Request App
Open the Request app and navigate to Admin > General > Parameters > Features and enable Integration with Document Management
Create a new form by navigating to Admin > Form management > Forms and clicking +New, fill in the details and ensure Transfer to document is enabled
Once the form has been created, click ..., then Export and save the .JSON file
Add the form to a Request group in Admin > Request groups > Request types ensuring the Status is selected in Document creation status
Assign the Request type to the desired role in Admin > Authorization > Roles
Setup of the Document Management App
Open the Document Management app and navigate to Admin > General > File extensions and ensure DOTX is defined
Create a new Category group by navigating to Admin > Category groups and click +New
Create a new Category by navigating to Admin > Categories and clicking +New
Assign the *Category to the Category group in Admin > Category groups
Create a new Document template by navigating to Admin > Document templates and clicking +New then Create template
Enter the details and click Import and import the .JSON file downloaded from the Request app
Fields from the imported Form will now be available under Request form fields
The fields can be copied and pasted into a Word document
Save the document as a Word template
In the Template field click the Browse button and search for the created template
Finally, click the Add form button
Enter the Form name this must exactly match the name of the Form in the Request app
Usage Process
Open the Request app and complete a Request using the defined Form
Once the Request has been approved, ensure that the Document Management app is synced to reflect the new hire
Re-open the Request in the Request app and click Create document
The Document will then be available in the Document Management app for Users with the Role allowing them to view the Category
With fields and data showing as defined
Documents can also be created for Applicants by navigating to Manager > Recruitment > My applicants (or all applicants), opening a record and clicking Next step
Select the desired Request type
Complete the Request and approve
Then a Document can be created once the sync has been completed
New Feature 3 - FNO Native connectivity
The Request Web App can now be connected to D365 Finance and Operations
Open the management portal and select the desired environment
Select Dynamics 365 Finance and Operations from the Interface connection dropdown box and enter the desired F&O environment in the End-point URL field
Data can now be synced with an F&O environment
New Feature 4 - Advanced Reassign workflow of HR Request
New options have been added to assign Workflow of a Request
Create a Workflow by navigating to Admin > Workflows > Workflows and clicking New
Click Add and continue then create the Statuses, the Choose manually option is now available
Create the Successor steps by navigating to Admin > Workflows > Successor steps and clicking New
Assign the Successor steps to the Statuses
Assign the Workflow to a Request type in Admin > Request groups > Request types
Assign the Request type to a Role in Admin > Authorization > Roles
Create a request in Manager > All requests by clicking New
Once the Request has hit the defined Status, the user can choose to manually assign to a Worker, Position or Position group
19683: HR Request pre-fill hire form with Fields from ATS with API connection
Fields in the Hire form can be pre-filled with information from ATS using API
22244: Option to delete Users from within the Web App
Option to delete Users added
Navigate to Admin > Authorization > Users, select a User and click Delete
23343: Implement Loqate
Loqate functionality added
Navigate to Admin > General > Connection profiles and enter a Loqate API key
Loqate functionality can now be used within a Request
23764: Solution to indicate a rehire using applicant
If an Applicant has previously existed as a Worker, the rehire prompt will show
Clicking Detail will display the Worker record
If the Applicant and Worker are different people, clicking Don't show this dialogue/screen again will dismiss the prompt
For process see New Feature 1
24041: Letters from HR Request forms
Letters can be created from HR Request forms
For process see New Feature 2
24239: Remove HR-Plus integration (message box) from the product and replace with Native SCM/FIN integration
HR Plus integration removed and replaced with SCM/FIN integration
24364: Extend applicant table and API in shared and in screen HR Request
Additional fields added to the Applicant table
24416: Filter applicants based on Legal entity
Applicants can only be created in the legal entity a user can access
Navigate to Admin > Recruitment > Parameter and set the Recruitment manager role
Simon Lam
USMF legal entity assigned
Only USMF can be selected
Can only see USMF applicants in My applicants
24419: Notification on new applicant
Notification emails are sent once a new Applicant record is created
Navigate to Admin > Recruitment > Parameters > Legal entity to define an email address per legal entity
When an Applicant is created in the corresponding legal entity
The defined user will receive an email
24503: Make possible to embed manager dashboard to D365HR
Manager dashboard can be embedded to D365HR
24549: Add import/export functionality for the description of Common connected fields
Common connected fields can now be imported/exported
Navigate to Admin > Form management > Common fields and create a field with the type Connected dropdown
Select Manage connected fields then Export
Add additional records then Import
24553: Mass creation of position
When using the New position template form, the number of Positions to be created can be defined
Once approved, the specified number of Positions will be created
24570: Mapping of worker and applicant
Once an Applicant is hired and receives a Personnel number clicking the number will take the user to the Worker record
24615: Add fields to Applicant
Additional fields Nationality, Marital status, Original hire date and Works from home added to the Applicant screen
For process see New Feature 1
24617: Reminder on task creation and also reminder on due date
When a Task is assigned to a user they will receive an email notification
24619: Email notification on task creation
Users can define reminders for Tasks in their User settings
24620: Manual choose task list
Tasks can be manually created
To allow users to create Tasks for a Request, navigate to Admin > General > Parameters and set Allow creation of tasks to the desired option
A user that has the defined access can now open a Request and add a Task or a Task template
24628: Removal of NewtonSoft JSON library
NewtonSoft.Json is replaced by System.Text.Json for performance and .Net 6 compatibilities of the app
24633: Advanced Reassign workflow of HR Request
New Status option added to allow manual assignment of a Workflow
The user can choose to manually assign to a Worker, Position or Position group
For process see New Feature 4
24634: Update the Applicant status with hired (no longer adjustable)
Once an Applicant has been hired, they will be marked as hired and their Personnel number is added to the Applicant screen
The Applicant record can not then be changed
24713: Enable FNO Native connectivity
FNO Native connectivity enabled
For process see New Feature 3
24773: Enable creation of documents from HR Request for applicants
Documents can be created from HR Request forms for Applicants
For process see New Feature 2
24777: Add My open positions
My open positions added for managers
Navigate to Manager > Organisational data > My open positions
24790: Add local tables including workflow status and history - OData API
Additional tables Workflow status and History added to OData
24794: Reminder on due date should follow the template and structure same as task creation
Task email reminder has the same template and structure as the Task creation email
24849: Improvement on new position form
Reports to position worker name and Position description added to Reports to position tab on the New position template form
Reports to position worker name and Position description added to Relationships tab on the New position template form
24917: Correct the icons and update toggle in the whole app like Role edit page
Toggles updated to match the Role page throughout the app
24955: Tick boxes not visible in role
Tick boxes correctly displayed within a Role
24999: Extend the colour scheme like we did in Performance
Option to set default colour and preview now in Admin > General > Parameters
Preview also available in User settings
25018: Show 'Sandbox' indicator when running a sandbox typed machine
Sandbox indicator displays if environment is a sandbox
25043: New position request: Department description
When a New position request from the New position form template is submitted, the Department name remains in the *Department * field as well as the Department number
25061: Expecting confirmation message after clicking on Renew license button
Confirmation message added when clicking Renew license on Admin dashboard
24525: Issues in filtering applicants based on Legal entity
Filtering Applicants works as expected
For process see 24416
24535: Issues in HR Request pre-fill hire form with Fields from ATS with API connection
Pre-filling Hire form works as expected
For process see 19683
24552: Issues related to request form for Applicant
Requests can be created for applicants
24602: Transfer: missing expiration date for new terms of employment
Transfer template form now contains expiration date under Terms of employment which defaults to Never
24646: Performance of the web app when opening new request
Performance of the web app improved
24650: New hire form: Compensation Plan field not defaulting
Compensation plan field now contains specified default value
24651: Rejected request notification
Notification text changed throughout
24655: Valid from and Valid To are not required while searching/sorting - Position Hierarchies
Valid from and Valid to removed from Search functionality in Position Hierarchies
24658: Valid from and Valid To are not required while searching/sorting - Employements
Valid from and Valid to removed from Search functionality in Employments
24661: Manage connected fields import is not updating already available records
Manage connected fields import now updates existing records
24669: Minimum field length not enforced
Minimum field length removed
24673: No Edit Option for form on Integration Entities
24675: Import Symbol is wrong on Forms Search Dashboard
Import symbol corrected
24714: Can't delete form Error message: the record can't be deleted in use in app
Issue resolved that prevented records being deleted
24724: Add 'Alt+N' in hover text for all '+New' in the app
Alt+N added to hover text for all +New in the app
24727: Checkbox options not editable after creation
Checkbox options can now be edited after creation
24770: Issues found in regression test of the app related to templates
Numerous issues solved relating to templates
24820: Selecting option while scrolling down
Screen now extends for menu items when at the bottom of the page
24835: Change FTE request error
Changing FTE using the Amend position details template no longer causes an error
24839: Get dimension attributes error on first load
Get dimension attributes error no longer shows
24840: HTTP put, patch not working for HR Request
HTTP put, patch working as intended for HR Request
24842: Issues related to reminder on due date should follow the template and structure same as task creation
Users no longer receive other user's reminders in error
24843: Issues found in regression test of the app found after merging
Various issues resolved following code merge
24847: Synchronization of tables in scheduler incomplete
All tables are now present on the synchronization scheduler
24851: Issue related to adding local tables including workflow status and history - OData API
Issues resolved related adding local tables to OData API
24852: Change address request issues
When using the Add worker details template form the Location ID dropdown field populates correctly
24861: Sync logs back button throws error
Sync logs back button no longer errors
24863: Missing translations of label FR
Missing French translations added
24864: Tab delimited is misspelled
Spelling mistake of delimited corrected
24872: Form field datepicker not working for Integration timezone
Form field datepicker can now be used for Integration timezone
24875: Text field comparer tab functionality
Text field comparer works as expected
24888: Creation of applicant - application hangs and gives error
Applicants are now created without error
24904: Change compensation not interfacing to D365HR
When using the Add worker details template form, Compensation now correctly updates in D365HR
24921: Issue related to Integration entity form fields
When setting an Integration entity field to inactive then active, it retains its position within the form
Re-activate
24928: Unable to assign positions to position groups
Positions can be assigned to Position groups
24931: Adjust labels in letter creation process
Labels updated referring to document creation
24933: Sync status not showing properly for all entities
Sync status shows for all entities
24935: The welcome message in French is too informal
French welcome message updated
24938: Interface connected dropdown issue
Connected dropdown fields work as expected
For process see 24549
24939: Issues found on multiple clicking buttons and using shortcuts
Several issues regarding navigation and shortcuts resolved
24941: Interface fields not defaulting when hiring a new applicant
Interface fields now default correctly
24952: Creating a new hire shows error randomly
New hire Request can be created without error
24953: New hire in future - real time positions shows no positions
Real time Position search works as expected when hiring in the future
25056: Add certificate request issue
Certificate created correctly when using the Add worker detail template form
