In this release:
Key Features and Enhancements
- Added BP Form Smart URL to BP Form .CSV Export
- Bulk Configure System Records on Build Data Flow step
- Ability to Select From Previously Created Contacts
- Ability to Set Filters as Default View on the Business Processes, Data Inventory, and Business Process Forms List Pages
- Updated the Data Subject Location Filter on the Business Processes List Page
- Updated the Business Process Form Settings
Feature Details
Added BP Form Smart URL to BP Form .CSV Export
Benefits
When customers manage a large number of business process (BP) form URLs, it’s hard to get the URLs easily without having to enter them one by one, and select the “Generate Smart URL” option. By providing the URL in the export, it is now easier to access and use the URLs for multiple BP forms, especially after a cloning process to first create them.
Details
In this release, when exporting multiple business process forms in a .csv file format, a Form Smart URL column that contains the smart URL associated with each business process form is added.
A Smart URL option is also added to the Configure Columns feature of the Business Process Forms page. This is not selected by default.
Once selected, the Form Smart URL column appears in the Business Processes Forms page. Users can click the smart URL to open the URL in a new tab where they can create a new business process record. They can also sort the column by records that have a smart URL and records that do not.
Bulk Configure System Records on Build Data Flow Step
Benefits
This makes it easy for customers to bulk update system records with multiple hosting locations that have the same information on the Build Data Flow chart step of the business process record.
Details
After customers select what systems they want to be included in a business process record (System Selection step), they then need to configure the information for each system hosting location on the Build Data Flow step.
Many times customers want the same information added to all hosting locations for a particular system, but right now they have to manually configure each hosting location with this data one-by-one, which is super time consuming.
In this release, the pop-up modal below is added to the System Selection step, allowing users to select which hosting location group that the new hosting locations should be added to on the Build Data Flow step.
In the System Selection step (1), after a system record is selected:
1. Go to the Hosting Locations tab (2), and then click Add Hosting Location (3).
2. Select new hosting locations, and then click anywhere outside the Add Hosting Location box to add the locations.
The modal appears if the system has been organized into multiple hosting location groups on the Build Data Flow page.
3. Select a hosting location group, and then click Save.
In the Build Data Flow step, you can configure the hosting locations of a particular system record by clicking Configure Hosting Location.
The Configure Hosting Locations modal appears.
Select the hosting locations that you would like to configure separately, and then select whether you want to configure the hosting locations individually or as a group.
Ability to Select From Previously Created Contacts
Benefits
Users do not have to manually type in contacts each time they create or update a record.
Details
In this release, users can select from previously created contacts when filling out contact details for systems, companies, and business processes. When they begin to type in a contact name, they can select the contact from a drop-down and then autofill the remaining information.
Ability to Set Filters as Default View on the Business Processes, Data Inventory, and Business Process Forms List Pages
Benefits
On the business process record, data inventory, and business process form list pages, users now have the ability to set a saved filter as their default view. These saved-as-default filters will persist from session to session. Currently, selected filters do not persist from session to session, so the user has to click Saved Filters and select the filter they want to apply to that list page, which is time consuming.
Details
In this release, after the users have set the filters, they can click the Save as Default View option in order for the filters to persist from session to session. Note that the default filters is user-based.
To set the filters as default view on a Business Processes list page, for example:
1. Go to the Business Processes page.
2. Select the filters that you would like to set as your default view.
3. Click Apply.
4. Click Save as Default View beside Save Changes in the filter bar.
5. If the filter is not yet saved, then click Save as New.
The Save New Filter modal appears.
6. Enter a filter name, click the Use as default view checkbox, and then click Save.
You can go to the Saved Filters tab to edit or delete the saved filter.
Updated the Data Subject Location Filter on the Business Processes List Page
Benefits
Users are shown a list of regions/countries on Tier 3 of the data subject location filter instead of a list of data subject types.
Details
In this release, Tier 3 of the data subject location filter will show a list of regions/countries within the selected continent exactly how the regions/countries are listed in the hosting locations filter.
Updated the Business Process Form Settings
Benefits
This ensures that when the “Form Requires Approval” setting is enabled in the BP (Business Partner) Form settings, all types of records, including third-party, company affiliates, and system records, will be created only after the BP record has been approved.
Details
In this release, the Business Process Form settings are updated such that when the “Form Requires Approval” setting is enabled:
- No records (BP, third-party, company affiliate or system) are auto-created upon submission of the form.
- All records (BP, third-party, company affiliate and system) will be created only after the BP record is approved.
- There should be no instances where any records are created before BP approval.