In this release:
Key Features and Enhancements
Feature Details
Business Process Forms
Creating a Business Process (BP) Record can be a time-consuming task, requiring input from cross-functional individuals and teams.
With our new feature, Business Process Forms, users can streamline the process of gathering information by sending a collaborative and customized questionnaire to individuals and teams most familiar with the information needed to create the business process record.
Creating a new Business Process Form
For more information, click here.
Assignees fill out questionnaire
- Notification—Assignees will receive an email with a link to their questionnaire when the form is sent.
- Autosave—Information entered is auto-saved automatically without needing to submit the questionnaire.
- Collaborate—Multiple users can collaborate on the same questionnaire.
- Submit—Once user gets to the last section and submits their questionnaire, the BP form owner will receive an email to review the assignee’s answers.
Approving Form and Creating BP Record
- Review Email—The BP form owner will receive an email once the assignees submit their questionnaire.
- Resend—BP Form owner can resend the questionnaire with an updated message if the assignees need to make a correction. Additional assignees can also be added.
- Approve—BP Form owner can approve the form to generate a new BP Record.
Future Forms Feature Releases
In the next few months, the following features will be supported:
- Auto-approve—BP Forms that do not need an approval process to create the BP record.
- Existing BPs—BP Forms for existing BP Records.
- Revalidation—BP Forms to revalidate existing BP Records.
Additional Hub Features
Support for Filtering on Text-Valued Tags
- It is now possible to filter on text-valued tags.
- On the Data Inventory List page, choose tags under More Filters and then select your text-valued tags.
