Release 4.2.0

Description

Hold every Task to its Entry Criteria, Exit Criteria, and Required Fields, show how a Procedure’s steps depend on one another in a new Flow view, and record whether each Tool is Physical or Digital.

Important

  • Entry Criteria, Exit Criteria with a test, and Required Fields now apply to every open Assignment, including those started before this release
  • Ready Task e-mails are on for everyone who receives New Assignment/Task e-mails; turn them off under Email Notifications

Features

  • Make a Task wait until another Task reaches a status, a Field’s value passes a test, or a date arrives
  • Test a Field’s value in an Exit Criterion, such as “Quote Total > 1000”, before a Task or an Assignment can close
  • Refuse to start a Task until its Required Inputs are captured, or to close it until its Required Outputs are
  • Show on each Task what it waits on, and why a status change was refused
  • E-mail an Assignee when a Task of theirs becomes Ready to start
  • View a Procedure’s steps, or an Assignment’s Tasks, as a Flow of what each depends on
  • Find what a Procedure or step takes in, produces, checks, and uses on its new Specification tab
  • Manage the Fields, Materials, and Tools a Portfolio owns on its new Catalog tab
  • Mark each Tool Physical or Digital, and name the MCP server of a Digital Tool in the Organization Catalog
  • Let an MCP Client that supports forms ask you for the Required Fields a status change waits on

Enhancements

  • Set an Organization’s time zone, which every date compared with today counts from
  • Refuse an Entry Criterion or Field binding that no order of work could ever meet
  • Let only the Task that produces a Field capture it while that Task is open
  • Keep a Field’s type and choices fixed while an open Assignment uses it
  • Limit a Field’s Label and name to 33 characters, so they read in full
  • State every kind of criterion, and each Tool’s kind and interface, in Procedure exports and MCP tools
  • Propose whether each Tool is Physical or Digital when SOP Savant writes a Procedure
  • Give each Task status, and Fields, Criteria, Materials, and Tools, icons of their own
  • Show every field’s error or warning in a message box below it
  • Update third-party dependencies for security, performance, & reliability
  • Improve application code for efficiency, maintainability, & reliability

Corrections

  • Enable Move in the Move/Copy dialog when it opens from a link
  • Show a copied or moved Procedure in its new Portfolio’s Procedure list right away
  • Update the Open and Closed Assignment counts as soon as an Assignment starts
  • Keep the navigation tree marking the page you open
  • Let a Manual Trigger be edited when one of the Procedures it starts is Archived
  • Remove the Triggers tab of Published Procedures, which offered Edit and Delete whatever your Portfolio Access
  • Keep a Procedure name with &, #, or ? whole in the e-mail its Triggers tab opens
  • Show a readable message when adding a Member to an Organization fails
  • Name the refused value in a validation message, instead of a “$value” placeholder