Workflow Release Notes
June 6, 2024
All Environments
Updates (5)
- (NEW) Button action function added to available GoTo form options for Data Validation and Required Fields rules.
- (NEW) Macro.Popup forms now supported by Snapshot function, when Snapshot is configured to be taken automatically.
- (BUG FIX) VOE/VOL would throw an error when an entry was removed or remove 2 entries, if more than one was present.
- (BUG FIX) Double-clicking an error on the left that has a GoTo form assigned that was not present on the right would cause all forms on the right to show up twice.
- (BUG FIX) Alert: Good Faith Fee Variance Violated did not update when the form was already loaded and existing data was changed on other screens such as the 2015 itemization.
Opt-In Updates - Reach out to support@maceinnovations.com, if you would like these enabled for your environment.
Updates (1)
- (NEW) Admins can now elect to keep the user within Workflow when actions are performed that would normally direct them to another area of Encompass (such as sending disclosures or clicking on a milestone). The chosen behavior will apply to all Workflows.
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- Default Behavior Examples:
- When the user clicks on a milestone, they are directed to the respective milestone screen.
- When the user clicks on an alert, they are directed to the respective alert screen.
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When the user sends a disclosure, they are directed to disclosure tracking.
- Optional Behavior Examples:
- When the user clicks on a milestone, the milestone screen is opened as a tab on the right within Workflow.
- When the user clicks on an alert, the alert screen is opened as a tab on the right within Workflow.
- When the user sends a disclosure, disclosure tracking is opened as a tab on the right within Workflow.
- Default Behavior Examples:
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