Version 4.5 (CM) - May 20th 2022

Below highlights the major improvements and additions in version 4.5:

[CM, Admin] Permission for individual request

A new node permission (“Request creation”) that allows configuring a more strict user access to requests. Users with this permission are only able to create requests and access requests they have created (not all requests per node as having Project (CM) permission).

There is also a new possibility for users to access requests without them having any node permissions by assigning them roles via static (Project leader, Decision maker in any step) or dynamic user type properties.

Expandable/collapsible form sections

In order to make request forms more compact in case they have a lot of properties in them, there is now a possibility for Administrator to group form components in sections, and users can collapse and expand sections in request forms. Collapsed/expanded state is saved per browser (not in database). Only named sections can be expanded/collapsed in request form.

Configuration in Admin module

Defining approval permissions based on imported file

For customers with a complicated decision making process where there are many people involved and/or decision makers are different for each step and/or set of possible decision makers is based on other properties like request owner or budget owner, it would be impossible to maintain approval permissions manually via administration panel. For those cases there is now a possibility to import approval permissions via .csv file.

API for updating code property values

Customers having too many dynamic properties to maintain manually via administration panel now have a possibility to import code properties and their relations via .csv file.

[Admin] Date property resolution

Previously for date properties, a specific date had to be picked (Year, Month and Day). Now it’s possible to select only a year and month, since a specific date might not be needed.

Relative filtering on dates

In order to simplify request filtering, there is now a possibility to use pre-prepared filters to use with date type properties: current/previous/next week and month. Filters are available in both power grid and Filters section in the upper right corner.

Export to BI db step 2 (Capex and Opex)

Exported capex data now contains information on whether it’s opex (tax depreciation = 1 year) or capex (tax depreciation > 1 years).

Required properties per route step

Administrator is now able to define which request properties are mandatory per a route step. It is not possible to move request to next approval step in case any of required properties are not filled, and user is informed about the reason why decision making is not possible. Required properties are marked with a red asterisk in forms.

Configuration in Admin module

[Admin] Approval permission amount in any currency

Instead of defining approval permissions for each user/user group in each route step, it is now possible to define a property with limit (and currency) per whole route.
This option is currently supported for all properties of type Money. Limit for property can only be set either on route step level (as before) or on route level, but not both.