The Bypass Workflow option is a time-saving feature for app administrators who need to move documents through workflows more quickly. Rather than manually advancing each workflow step, admins can now bypass the entire workflow with a single action. 

Workflow Settings

App designers can now enable a setting that allows app admins to bypass the workflow entirely. In the Workflow Settings, you’ll see a new option titled Allow app admins to bypass workflow.

Once enabled, additional options will appear to app admins in the Document List view.

Document List View

When a document has the status of In Progress or Draft, and the bypass feature has been enabled in Workflow Settings, an admin can open the document from the Document List and take the Bypass Workflow action.

Once the bypass has been completed, you will need to refresh the page or return to the document list to see the change in the status or see the workflow history. The workflow history will only contain steps that have already been completed, up to the step where the bypass workflow option takes place. Steps after the bypass workflow option occurs will not show within the workflow status. 

More information can be found in the Bypass Workflow Option for Admins article.

You can now configure Sections to have no formatting associated (borders, spacing, or indentation). By default, if you have Sections and especially embedded Sections it will apply certain spacing and indentation to the form to delineate each Section.  But sometimes a user wants to use a section for configuration scale or complexity, and not for layout purposes and doesn't want to impact the way the form looks.  Now within the Sections gadget you will have the Hide Section borders and spacing configuration option:

Some common use cases for this functionality:

• Apply conditional permissions to a large number of fields, but you don't want to impact the way the form looks by embedding a visual section.
• Setup a small set of forms within a section to be Office Use Only, but you don't want to impact the visual display of the form.
• Setup complex Conditional Visbility Rules that include and as well as or logic, but you don't want to leave visual artifacts by embedding multiple visual sections within.
• Have a section header to create trackable headers for accessibility, but you don't want to sacrifice horizontal real estate on the screen, especially in a product where we have multiple sidebars.

Example of a Section embedded in another Section (without Hide section borders and spacing enabled):

Example of a Section embedded in another Section (with Hide section borders and spacing enabled):

Note:  If a section is at the top level of a repeater or document there will still be some spacing that remains, however any sections embedded within other sections will be fully invisible.

An improved user interface for App Permissions is coming soon! We have redesigned the Permissions view in Apps/Products to show a matrix of permission policies for easy comparison.  Below outlines the design and functionality which will be coming the week of June 9th - get excited!

When an app/product admin opens the Permissions screen they will see a matrix of all permissions assigned to policies on that app/product. We've also elevated the Add Policy button (previously Add New Role) to the top of the screen so the user doesn't have to scroll down to the bottom when they want to setup a new Policy.  We've changed the terminology to Policy to better clarify it's a custom collection of permissions with People, Groups, or Roles assigned (and avoid confusion with Roles functionality utilized elsewhere in the system). 

By default, every app/product will have Administrators, All Anonymous Users, and All Authenticated Users as the first three policy column options at the top followed by added custom policies.  The permission options are then listed below as rows to indicate which are included with the above policy.

Upon clicking the +Add Policy button you can create new permission policies and we've added the ability to add a Description to the custom policies.  

System and App admins can change permissions to all policies from this view.  You can drill into individual policies by clicking on the policy name along the top to see or change current members to that policy, update the Policy Name or Description, or delete the policy entirely.   

For our enterprise customers with Spaces you can now add custom links that will display above the products and apps within each space.  This will allow System Administrators or Space Administrators to add links at the top of each Space to external resources commonly used by your end users (i.e other local institutional systems or sites).  

Within Spaces you'll now see the Apps & Links tab where it will display all apps and links within each space:

Within the Apps & Links you'll now see the Links section:

To add external Links to your Space you can click the +Add Link button to add the Title that will display, url, description (optional), and upload an image for the link:

After saved you'll see the link information at the top of each Space: 

improvements 

• Updates integration to send proactive null values when data is missing to ease integration design.

feature 

• Updated Document List with Expanded Filter Options

fix 

• Fixes issue where preview mode in the form designer only displayed the first section if pages was turned off.
• Fixes issue where user attributes weren't updating on SSO login for CAS.
• Fixes issue with new PDF Experience so it properly displays signatures.
• Fixes an error on some workflow based pdf exports.
• Adds some aria labels and descriptions to table headers to make the table more accessible.
• Updated our cleanup job to retry failed workflow actions every hour to minimize workflow action delays.
• Fixes an issue that allowed some documents to be submitted with blank required fields in tables.
• Fixed the display of some Meta and form field variables in the Workflow Simulator and some notifications.
• Added page change announcements to improve screen reader accessibility.
• Added an error when a file attachment has 0 bytes to avoid submission errors connected to improperly uploaded attachments.
• Updated documentation for using the sort Parameter on a bulk GET API call for users.
• Fixed an error with the document hyperlink that displayed in some notifications linking to an error.

improvements 

• Added workflow status as metadata for documents 
• Added confirmation message when discarding drafts on the publish page 

feature 

• New PDF experience
• Moved workflow status to header
• Workflow notification history

fix 

• Fixed issue with apps returning to "My Documents" instead of "Document List" 
• Fixed issue with integration getting stuck in the workflow 
• Fixed issue with Integration filled gadget not working on form 
• Fixed issue with integrations not working with special characters 
• Fixed issue with downloaded PDF not containing the response fields 
• Fixed issue with validation error not displaying error message 
• Fixed issue with API displaying error "Invalid JSON response from integration" 
• Fixed issue with document list displaying error message 
• Fixed issue with error in advanced settings for data lookups 
• Fixed issue with integrations not working correctly unless Enable Proxy Request is selected 
• Fixed issue with integration step showing a false error in workflow tracker 
• Fixed issue with the header not sending in integration api request 
• Fixed issue with incorrect app name displaying 
• Fixed issue with the wrong blueprints appear in Groups 
• Fixed issue with version number variable causing an error 
• Fixed issue with integration returning a 500 error
• Fixed issue with with history log not showing submission entry for anonymous submissions 
• Fixed issue with error showing when a user is created via API with null affiliations 
• Fixed issue with sort not saving when saving a view 
• Fixed issue on new PDF with workflow tracker not expanding 
• Fixed issue with PDF generation taking too long 

A new set of features for the Document List are coming soon! We're enhancing the filter and sorting options in Document List and providing a way for Admins to publish multiple pre-configured views for their users. Below outlines the new features and functionality which will be coming the week of April 7th - get excited!

Document List - Filters

Users will now access filters in the Filter button on the top of the Document List instead of in individual column headers:

When you click on the Filter option it will open a side drawer where you can add custom filters based on form fields:

Please also note, datasets with Versions enabled users will also have options at the top to select which Versions they want to be included in their filter results.  More information in the Document Versions article.

Fields in the Filter and Sort dropdown will be organized by Active Fields that are on the most recently published form, Inactive Fields that were on previously published forms, Nested Logic, and general Meta Fields from the form.  The Nested Logic allows you to put additional criteria of 'All of the following are true' or 'One of the following is true' at any level within the filters to allow more granular filtering.

Users will also now have true relative date filter options that will calculate relative to the date they are run. So for example, a "Proposal submitted this month" will always display proposals submitted in the month the view is being run.  By default the 'This Week' option is defined by the week starting Sunday and 'This fiscal year' is defined by the year starting in July - however, this can be configured to the individual customer needs based on your local business processes so if you need this configured differently please feel free to submit a support ticket.

Document List - Views

As an App or Product Administrator you can now save Views as a Public View upon creation to share with all users if desired.  After setting up your desired columns, filters, and sort you can click on Views and save.  You will now see an option to 'Make Public' which will then show as a standard view to all users.  Admins will see all views tagged with an eyeball icon (not crossed out) indicating it's a pubic view:

Non-admin users will see text indicating which views are published by an Admin:

Please note a few things about this new functionality in Views:

• We'll be migrating existing saved views to the new format so not to worry!
• All users with Document List access will be able to use any of the Public Views.
• App/Product Admins will be able to delete any public view, even if it was created by another admin.
• Creating a Public View can only be done on initial creation - to change it to be Public or not Public you'd have to recreate the view and then delete the original.
• The Default View is still defined by the configuration in Data Settings.

You can now export form documents utilizing our new PDF Experience!  The new PDF export utilizes a headless browser to get a PDF that is much closer to what the form looks like on the screen and it's fully accessible!!  This functionality will eventually replace the PDF generation in Kuali forms but we're providing the option to preview the functionality so we can gather your feedback and not disrupt your currently configured export setup.  Within Form Settings you'll see a new option of 'New PDF Experience' option once the 'Allow PDF export of documents' is enabled.  You also have the option to append all the PDF attachments uploaded in the form to the end of the PDF in the new generator if you select the 'Include PDFs uploaded through the form' option:

Here's a side-by-side comparison of the current print verses the new PDF Experience:

Some things to keep in mind:

• There is no immediate impact or action required - the current PDF export will continue to work as is and you'll need to update your configuration in Form Settings to take advantage of the new PDF Experience.
• When the new option is selected all PDF exports in that app will use the new PDF export. This includes the document view, workflow notification attachments and the GraphQL API.
• New PDF export meets accessibility standards and it will render a PDF that looks like the actual form on the screen.

Start using today and let us know your feedback! :)

Please note, we have many requests to be able to control which sections of the form are exported when the PDF is created (included Office Use Only sections).  This new PDF Experience does not address that need but that's still on our roadmap to address in the future.

We've added a new meta data field of 'Current Workflow Step' which will display the name (Step Label) of the current step where the document is in the workflow. Meta Data Fields can be used in Form Builder (as a field or with Conditional Visibility), the Form Workflow, and in the Document List when creating reports.  

Add the new 'Current Workflow Step' column in the Document List to see which workflow step each document is on:

Or hide/show sections on the form based on the current workflow step. 

More information can be found in the Meta Data Fields article.

We wanted to give you a heads up on some changes related to Workflow Status that will be deployed this Thursday 3/6.  First, we've pulled out 'Workflow Status' from the menu options and put it the main header of documents so it's easier for users to find. Please note, the Workflow Status option is available to System, App Admins, and end users if it's configured as visible in Workflow Settings.

Second, we're releasing a new option of 'Save a copy of all email notifications sent' in Workflow Settings. When enabled all future notifications sent by the workflow system will be saved as entries in the Workflow Status tracker. This will allow you to have a history of all notifications sent for a given document and be viewable if the document is opened from the Document List or Action List (not visible to end user if document is opened from My Documents).

When you open the Workflow Status Tracker in a document and view a workflow action that has taken place since the above setting was turned on you will see associated emails collapsed within the workflow action. Please note, reminder emails will be recorded in individual entries in the Workflow Status Tracker.

A simple view without formatting or images will be displayed when you expand the Workflow Status drawer:

You can click 'Full Email' to open the email as it was sent to the user with formatting and images in a full screen printable view. 

Please note, any user with permissions to view the workflow tracker will be able to view and print saved notifications.