Difference between revisions of "Version 10.0 Platform"

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====Print Cases and Other Records====
====Print Cases and Other Records====
:When you're viewing a record and you open the list of '''Actions''' in the sidebar, you now have a '''Print''' option. You can you choose the [[Form]] or [[Document Template]] for printing, if there is more than one, choose Portrait or Landscape mode, and choose whether to save the document or view it online.
:When you're viewing a record and you open the list of '''Actions''' in the sidebar, you now have a '''Print''' option. You can choose the [[Form]] or [[Document Template]] to use for printing, choose Portrait or Landscape mode, and choose whether to save the document or view it online.
:''Learn more:'' [[Document Templates]]
:''Learn more:'' [[Document Templates#Use a Template to Print a Record|Use a Template to Print a Record]]
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Revision as of 00:35, 7 June 2013

See also: Previous Enhancements

Enhancements as of June, 2013

Multi Step Tasks

Case Agents can now create an "ad hoc" process on the spot, by creating a Multi Step task while managing a case.
Learn more: Multi Step Tasks

Role-based Process Control

The ability to start and stop a given process can now be determined by a user's Role.
Learn more: Process Settings

Custom Form Actions in Case Forms

Action buttons can now be added to Case Forms, and to Forms created for entering and viewing records in other objects.
Learn more: Custom Form Actions

Global View of Business Rules

It is now possible to view all Business Rules defined for the current application.
Learn more: All Business Rules

Rules for Import Events

It is now possible to trigger rules when records are imported. Rules can be triggered by individual records, or by the import process as a whole.
Learn more: Event Rules

Print Cases and Other Records

When you're viewing a record and you open the list of Actions in the sidebar, you now have a Print option. You can choose the Form or Document Template to use for printing, choose Portrait or Landscape mode, and choose whether to save the document or view it online.
Learn more: Use a Template to Print a Record