In this release:
Key Features and Enhancements
- Added Status Column & Ability to Archive Data Inventory Records
- Archiving Business Process Records
- Rich Text Editor on Business Process Form Send Modal
- Add Form Owner Column to Business Process List Page
Feature Details
Added Status Column & Ability to Archive Data Inventory Records
Archiving Data Inventory Records
The latest update adds a new “Status” column to the Data Inventory List page, giving users the ability to set a status for each record. The default status for all records is blank “–”. To assign a status, users can click on the pencil icon within the status cell and choose either Active or Archive. Additionally, users can clear a status by clicking Clear Status, which resets the status to blank.
Using Archived Records
If the status of a Data Inventory Record is set to “Archived”, users will no longer be able to select that record as the owner of another record or use it in Business Process Records. Note that if a record is archived, it will not be removed from any records which it owns or Business Processes which it has been added to.
Archiving Child Records
Additionally, if a parent record (system or third party records) is archived, a pop-up modal will display, allowing users to archive the child records (system records) which it owns.
Example, if the user archives the Third Party Record “SalesForce”, a pop-up would then display giving the user the ability to also archive “Slack” since Slack is owned by SFDC.
Additional Functionality
- Users can filter by status
- Status will show on both CSV Import and Export files
Archiving Business Process Records
A new status “Archive” has been added to the Business Process Record Status Drop-Down. Users can change the status of a record by clicking the pencil icon within the status cell and selecting “Archive”.
If a Business Process Record has an associated Business Process Form, the Form will automatically be archived and the BP Form cannot be sent or completed, unless the user unarchives the Business Process Record.
Users will also not be able to create a BP Form for a Business Process Record that has been archived. When the user searches for the Business Process Record in the BP Form Setup Pop-up, archived Business Process Records will not appear.
Rich Text Editor on BP Form Send Modal
Added a rich text editor to the BP Form Send Questionnaire modal.
Form Owner Column Added to Business Process Listpage
Added a new column to the Business Process Record listpage, which allows users to see the owner of the Business Process Record Form. Users can add this column by clicking on the column configuration drop-down menu and selecting “Form Owner”. Users will also be able to filter and export this information.
