Relationships Module
- Workflow Permissions
- A separate tab has been created for 'Registration and Approval' workflow related permissions.
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- If the approval workflow has multiple steps, the user will be able to view all of the steps without scrolling. A registrant can now see at a glance if there is a missing approver in the approval workflow.
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- If the approver is missing, the user can take the following options based on their permission settings:
- Users with no permissions will get a message on the registration workflow step to contact the appropriate contact person(s) and get the issue resolved.
- Users with permission to ‘Select Approver’ will be able to search and select an existing person as an approver.
- Users with permission to ‘Add Approver’ will be able to add a new person to the system and set them as the approver.
- Users with the permission to ‘Update Approver’ will be able to see an ‘update approver’ button on the approval workflow preview to update an obsolete approver on an approval step.
- If the approver is missing, the user can take the following options based on their permission settings:
- Workflow Reset
- Users can now reset approval workflows if an error is made without restarting the entire registration process.
- Email Notification
- Event/Endorsement/Class contacts will be notified of changes (adding, updating or removing an approver) that are made by a user to the approval workflow at the time of registration.
- All People List
- This list has now been optimized to make sure that the list is loaded efficiently and all existing functionalities are operating normally.
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Two new filters, 'Organization Tags' and 'Organization Types', have been added to the 'All People' list to give users additional ability to filter by people.
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