February 15, 2019
Capture C124 will be deployed to the US RiskConsole production environment on 15 February 2019.
Enhancements and New Features
Managing Form Letters
You can now manage form letters in RiskConsole UX. From the Administration menu, select Manage Form Letters. A Manage Form Letters tab opens, which displays any existing form letter templates in a grid.
Note: The Manage Form Letters security permission must be enabled for users to have access to the menu option and related functionality.
The grid on the Manage Form Letters page has elements that are similar to other grids throughout the system. You can use the search field above the grid to locate templates. You can sort and filter information in the columns by hovering your mouse pointer in a column header, and then clicking the dropdown arrow in the header to apply sorting and filtering options. Click the View button in a template’s row to view the template’s details. Click the Delete button in a template’s row to delete the template. Pagination elements appear at the bottom of the grid for navigating through numerous pages of results.
To add a new template to the page, click the Add New Template link. A Create New Template dialog opens.
From the first dropdown list, select the record type for the new template. Select a subtype from the second dropdown list, and then click OK. The system puts the focus back on the Manage Form Letters tab, which now displays additional sub-tabs and fields for creating the new template.
On the Template Details tab, populate the following fields.
- Template Author Permission—Select whether the template is private or public for other authors.
- Template Merge Permission—Choose whether the template distribution is Public, Shared, or Private. When you choose Shared, the system enables the Distribution tab so you can select which groups have access to the template.
- Template Name—Enter a name for the template.
- Record Type—This read-only field displays the selected record type.
- Author—This read-only field displays the user ID of the template’s author.
Note: The co-author Template Author Permission is not supported.
Follow the onscreen instructions in the Create/Edit Template Process Steps section of the Template Details tab.
Important: When you download the Merge Data (XLS) file that the system uses as the data source for the Word document, the system automatically names the file. After you finish going through the create/edit template steps, you must manually delete the Excel file from the folder where you stored the files. If you keep the previously downloaded Excel file in that same folder, the next time you download the file, the system will automatically use a different name for the file, which causes issues during the merge.
After you populate the fields on the Template Details tab and upload a template, you can use the Distribution and Fields tabs to further refine your template. On the Distribution tab, use the buttons between the Available Groups and Selected Groups sections to specify which groups to include in the distribution. Optionally use the search fields above the sections to locate specific groups. Similarly, on the Fields tab, use the buttons between the Available Fields and Selected Fields sections to specify which fields to include for the selected record type.
After populating the fields on the various tabs and saving your changes, the system adds the new template to the grid on the Manage Form Letters tab. To make future edits, click the View button in the row for the applicable template. The system puts the focus on the Template Details tab, where you can download and edit the template document, and then upload it into RiskConsole again. Make any other necessary changes on the Distribution and Fields tabs, and then save your changes.
Performance Improvement
Changes were made to the page load logic to improve performance by approximately one second per page.
