We are excited to introduce the most recent update for Elements, which prioritizes boosting performance and ease of use and resolving issues reported by our users. This release predominantly includes fixes and performance enhancements, aimed at providing a more seamless and dependable user experience. Read more and watch a video below to see how the release can benefit your firm.
Watch this short video to check out the latest updates!
Workflow Manager Updates
Checklist Name and Checklist Item Name Updates
When setting up a Checklist and Checklist items on the Configuration app to assign to a Workflow Template, certain fields were occasionally left blank by mistake.
1. Leaving the Checklist Title blank resulted in a missing header on the Checklist on the Workflow Task.
2. If the Checklist Item Label was left blank, then the Checklist Item showed blank on the Checklist.
To prevent this, the system will now default to the Checklist Name and Checklist Item Name on the Checklist.
- If the Checklist Title is left blank, the Checklist Name will be used as the Heading on the Checklist Control.
- If the Checklist Item Label is left blank, the Checklist Item Name will populate the value of the Checklist Item in the Checlist control, rather than displaying a blank value.
Here is how the Checklist will appear on the Workflow Task now, even if the fields are left blank in Configuration.
Checklist and Checklist Items Setup are shown on the left and the resulting Checklist component on a Workflow Task is shown on the right.
Checklists Must Be Completed to Complete a Task
Previously, Tasks on a Checklist could be marked complete or not marked complete and the Task could still be marked Complete. Now, a Task with a Checklist can not be marked Complete until all Checklist Items are marked complete. An error message will alert the user that the Checklist Items need to be completed before marking the Task Complete.
Workflow Tasks Visible on the Relationship Activity Timeline
Previously, any Tasks associated to the Workflow did not show on the Activity Timeline of the Relationship. Workflow Tasks could be accessed directly in the Workflow or separately on the Tasks tab. Now, if the Workflow is related to the Relationship, the Workflow Tasks will show on the Relationship's Activity Timeline. All the Activities for a Relationship, whether an Activity entered on the Timeline or a Workflow Task can be viewed and worked from the Activity Timeline. If the Workflow Launcher is created from the Relationship, the Relationship will automatically be associated and the Tasks will show on the Activity Timeline. If the Workflow Launcher is created from the Workflow Launcher tab, the Relationship must to be assigned in the Workflow Launcher.
The Relationship with the Activity Timeline shows the Workflow Task. Below shows how the Workflow has been assigned to the Relationship.
The Task from the Workflow now shows on the Activity Timeline of the Relationship as long as the Relationship is assigned on the Workflow Launcher.
Workflow Launcher Object Added to Workflow Manager Tab
Previously, on the Relationship under the Workflow Manager tab, you could view In Progress and Completed Workflows, as well as view Active and Completed Workflow Launchers. Now by default, the Workflow Manager tab on the Relationship will include the Workflow Launcher object with the option to create a New Workflow Launcher. While the Workflow Launcher will also remain an option in the Related List Quick Links, this option allows users to manage all Workflow-related processes under the Workflow Manager tab for ease of use and efficiency.
This update requires setup. See this article for details.
Form and User Interface Enhancements
List Email Tab Setting Enabled for Power Users & Restricted Users
Previously, Salentica Power User and Salentica Restricted User profiles did not have access to the List Emails functionality. Now, the List Email Tab setting has been set to "Default On" for the Salentica Power User and Salentica Restricted User profiles.
Users with the Salentica Power User or Salentica Restricted User profiles can now access the List Email Tab through the App Launcher. Click the App Launcher icon at the top left corner of the screen and type the keyword List Email in the search box.
This update requires setup. See this article for details.
Removal of Start Date Requirement on Employment Object
The Current Employment lookup field has been added to the Contact object and through lightning flows will automatically update the Primary Employment field in the Employment History related list. However, when creating Employment object records, the requirement of the Start Date field has often led to entering a random date or not using the field at all, since this information is often unknown. Now, the Start Date field is no longer a required field but is still available and visible on the Employment record page layouts. This will increase ease of use for the Employment History information.
Start Date field is no longer a “Required” field for Employment History.
This update requires setup. See this article for details.
Refined Company Object Page Layout
The Company Object Page Layout has been updated to reduce clutter and refine the layout for ease of use. The Related List Quick Links Section has been removed. All Related information is still available under the Related tab.
The Employment History related list has been renamed as Related Contacts and is included as a Dynamic Related Lists - Single lightning component within the Related Tab. This component allows users to use filters and sort records easily.
Note: The related list name is "Related Contacts" but it only references the Employment object.
This update requires setup. See this article for details.
Next Steps
- Enter a ticket to our support team for further assistance.
- Check out this article for installing the latest upgrade.
- System Administrators use this article to incorporate the features of the release into your environment.
Version 4.50, Release Date June 15, 2024
