11

I-BEAM/UNIFIER

New Features

22

New Features Available with UpgradeThe new features and functionality introduced in Version 19 mostly affect the Business Process forms. The user interface has changed; and the functionality for sending a record along the workflow has been modified. The purpose of this document is to introduce you to the key changes that are introduced in Version 19.

• New User Interface for Forms

– Record Form Layout

– General Comments

– Type Ahead on Pickers

– Cost Sheet

– File-Print

– Sending Records

• Future Features

– Collapsible Boxes

– Tool Tips

– Email Subject Lines

– Type-ahead in Pickers

33

Record Form LayoutHighlights:

1. New color scheme

and relationship

from label to field

Field Labels are

above where data

is entered for that

field.

2. Tab Structure for

Upper form and

Detail form.

3. Side panel for

finding Attachments

and Comments.

4. Workflow Actions

1

2

3

4

44

Record Form LayoutClick “Send” before

entering data in

required fields and

“Errors and Warnings”

Window will appear.

Fields related to the

errors and warnings will

be clearly highlighted.

As you take action on fields, the errors and

warnings indicator disappears.

55

General CommentsHighlights:

1. Comments now on

the side panel as

opposed to bottom

of record.

2. Was “General

Comments” and

now “Comments”

3. Over time, we will

update “NOTE” to

remove reference

to location of

comments.

66

Type Ahead on Pickers

1

1. Click here to locate list of Vendors

(replaces current “Select” function)

2. Begin typing the Vendor ID and

possible matches will begin to show.

77

Cost SheetUser Interface for Cost Sheet

88

Cost SheetAvailable Functions

Opening a Cost Sheet: Cost Sheet now

opens in the same window instead of

opening in a new Window.

Column Sorting: Use the

arrows next to each column

header to sort columns.

99

Cost SheetAvailable Functions

View: Allows users to create a personal ‘view’.

Select the columns that are most meaningful to

you. Or build a view that filters on, or is

grouped by specific cost codes.

Print: Users can now print the cost sheet to

CSV or Excel

Find on Page: Users can quickly locate a Cost

Code through this function.

1010

Printing Records1. Click on the “three-

bar icon” for Print

functionality of

individual records.

2. Three Options for

Print: HTML, PDF,

and Custom.

3. Custom Prints

available for only a

select few Business

Processes.

Custom Print Exists Custom Print Does Not Exist

1111

Sending Records in WorkflowAccepting a Task is

now done here.

When ready to move a

record to the next step,

click “Send”. Not ready

to send record, but

want to save your

work, click “Save”.

1212

Sending Records in WorkflowAfter clicking “Send”,

you will then select the

desired Workflow

Action.

After selecting the

Workflow action, the

recipients (“To”) and

next step (“Send For”),

along with “Due Date

Details” (if applicable)

will populate.

1313

Sending Records in WorkflowWhen sending a record to the next step, sometimes you have to select a user.

1. Click on the icon to see a full list of eligible users that can receive the record.

2. Begin typing the name of the desired recipient and possible matches will

appear.

12