This section contains specific information about new features and functions in TeamConnect 4.0.

Users

The following new features and functions are available for TeamConnect users.

Approvals

•Requests to Approve page

oThe Action column now includes an Approve button for each request.

oA Reject button appears under the Requests to Approve table, so that you can reject multiple requests at the same time, if the administrator allows batch rejection.

•A search filter now appears on the following pages:

oRequests to Approve page of My Approvals

oActive Requests page of My Requests

oAttention Required page of My Workflow Processes

oIn Progress page of My Workflow Processes

•The Default field for record types now appears on the Requests to Approve page of My Approvals.

•The following additional fields appear when all requests are invoices:

oVendor

oInvoice Date

oInvoice Total

oProject

•Users can now approve requests through email. See Approving or Rejecting though Email for more information.

•The new Send for Approval button now appears on a record in a workflow process if the system administrator allows approvers to send the request to other users prior to approving. See Approving or Rejecting Within Records for more information.

•The new Add a new approver after approval field now appears on the Confirm Approval popup if the system administrator allows approvers to send the request to other users after approving. See Approving or Rejecting Within Records for more information.

Email Preferences

If the administrator enables approvers receiving reminders prior to expiration, up to three fields with the follow text appear on the Email Notifications page: Email me x day(s) prior to expiration. By default, these fields do not have checkmarks.

Search

The custom search results screen now has a Mass Edit button, which allows users to update editable fields for multiple records directly from the search results. See Editing Multiple Records for more information.

Search Views

Search views for custom fields, involved, assignees, and related objects were changed. If a user has view rights to a custom field, involved, assignee, or related object, but lacks the view rights for custom fields on an involved, assignee, or custom field, "SECURED" will display in the object's place within the search view.

Workflow Processes

•The Failed Actions page now appears under the Workflow Processes pages. See Returning Requests with Failed Actions to Workflow for more information.

•The Reassignment page now appears under the Workflow Processes pages. See Reassigning All Requests for a User for more information.

•       Users can forward requests and reassign requests without approving or rejecting. See Reassigning a Request for more information.

•From the Attention Required or In Progress pages, the Restart Request popup that appears when you click the Restart button now includes a new Start with last approver(s) check-box. See Monitoring Failed Requests for more information.

Administrators

The following new features and functions are available for TeamConnect administrators.

Approval Settings

The new Approvals page of Admin Settings is for controlling the settings for the My Approvals pages. See Approval Settings for more information.

Invoice Settings

The Invoices page includes a new Require In House Comments upon adjustment check-box. See Invoice Settings for more information.

Email Settings

The Email page includes a new Incoming Mail Server Settings block. See Setting Up Email for more information.

Notification Settings

•The Notifications page of Admin Settings includes the following new system notification actions. See Customizing System Notifications for more information.

oWorkflow expiration notice

oWorkflow review completion notice

•The Email page of a notification template includes the following new fields under Approvals in the Object Navigator. See Notification Settings for more information.

oRequest Name

oRequested By

oRequested On

oApproval Object

oReviewed By

oReviewed On

oReview Comments

Rights

System Rights page—The following new permissions now appear under User Rights:

•Mass edit all records

The following new permissions now appear under Object Definitions:

•View Object Definition conditions

•Edit Object Definition conditions

•Create Object Definition conditions

•Delete Object Definition conditions

See Object Definition Rights for more information.

Designers

The following new features and functions are available for TeamConnect designers.

Conditions

The Conditions tab is new to all system and custom object definitions. See Conditional Expressions for more information.

Search Views

•The Search Views tab now includes the new Use this search view for workflow processes field. See Accessing the Search View Screen for more information.

•Filter Display and Results Display tabs—For system and custom object definitions, the System field drop-down list includes the following new options:

oWorkflow Current Approver

oWorkflow Last Performer

oWorkflow Has Multiple Approvers

Invoices

The Search Views tab includes the new Approvals search view. See Accessing the Search View Screen for more information.

Notifications

The Notifications tab of system and custom objects includes the following new fields. See Customizing Notifications for Object Definitions for more information.

•Workflow expiration notice

•Workflow review completion notice

Rules

Action tab—See Defining Actions for Approval Rules for more information.

•The following new fields now appear under the Use Stop-level parameters field:

oAllow approval/rejection via email

oEmail Template

oSend for additional approval under the Options available prior to approval field

oSend for additional approval under the Options available upon approval field

•The following new fields now appears under the Use Route-level parameters field:

oSend for additional approval under the Options available prior to approval field

oSend for additional approval under the Options available upon approval field

Routes

Stops tab—The following new fields now appear on this tab unless the route is for all record types:

•Visit stops in sequence

•Custom sequence

See Route Stops for more information.