10.1.1.150 - Week of November 21, 2022

This brand new feature provides you with a more guided, intelligent, and relevant Inquiry Workflows experience. With dynamic form fields you can customize your forms to your payees' responses. Meaning based on your payees' chosen response, the form will provide the next logical question. This streamlines the process of filling out a form as the payee doesn't have to waste time skipping questions that are irrelevant to them.

To learn more about using Dynamic form fields, read: Configuring Dynamic Form Fields

Automatic adjustment nodes give you the ability to seamlessly amend a transaction amount and update a table. This saves time otherwise spent on repetitive data entry. If a transaction amount is approved for adjustment, it will also be automatically adjusted within the report source. No back end work is needed to pull the report and manually change the amount.

To find out more about adding Auto adjust nodes, see: Adding auto adjust nodes

Static and source-driven pick lists add flexibility to your Inquiry forms. With static pick lists you can manually provide users with pick list options. With source-driven pick lists, you give users a wider range of options to choose from as the options are populated by an existing table.

Do away with receiving notifications for workflows and inquiries that don't matter to you. With Notification settings, you can choose which emails you want or don't want to receive when actions are taken within an inquiry.

For more details on Notification settings, read: Profile settings

To learn more about working with Inquiry Workflows, check out our user guide and education course.

In this release, we've improved the look of the Edit row panel in the Row Viewer.

We've also updated the look of the History Viewer. We've put the most important table data first in the chart, and added a Back button to take you back to the module you came from.

To view these changes, choose a table to view the history of from the Data or Composer module.

Now, when you add a pick list column to a table in the Data module, you can search from the description column field to configure the pick list.

The Row Viewer's URLs have been updated for this release so that the URLs now match from the Data and Composer modules.