December 23, 2024 Release Notes

Workia Release Notes (20241220.4)
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Checklist Task Types and SLAs

• Checklists now support types of tasks, allowing you to categorize checklist items by type for grouping of similar items.
• Task types also support SLA tracking, to monitor timeliness of tasks.
• See this article for more details.

General Improvements

• Updated field names in the reporting section for Organization, Immigration, Approval Requests, Taxes, Allowances, Payroll, Actuals, and Contacts for clarity.
• Enhanced pivot table functionality to allow users to select multiple fields for a pivoted list.
• Enhanced pivot table functionality turn multiple rows into columns from multiple tables in report building.
• Docusign: The email address has been added to the Select Signers modal and Signature details drawer on the case profile page.
• Admins can now change user email/username to correct personal or company email issues.
• Added a copy button to the SSO Local Public Certificate field for easier copying of the certificate.

Fixes:

• Fixed an issue where users who sent an approval could not reopen it after it was approved.
• Fixed an issue with inactive case types appearing in the planner case type list.
• Fixed an issue with e-signature merge tags failing to load from checklist buttons.
• Fixed an issue with report exports.