We have created a great looking submission timeline which will allow admins to keep track of where they are in the reporting process for each submission. The timeline is easily digested and gives the user a good overview of past and upcoming events.
We’ve made some substantial improvements to our reminders page, which include:
Auto saving reminders – each action you take is automatically saved just like with form builder.
Design change – We’ve moved to a flat structure instead of the expanding cards.
Email template per reminder – you can now save an email template per reminder you create as opposed to one template for all the reminders.
Ability to remind around the last updated date – you can create a reminder that says ‘Remind submitter to review a submission 10 days after it was last updated’.
Ability to delete reminders
Form performance
Not something you can see but know that filling out a form should be a much smoother experience for end-users now.
As we wait for the various EU countries to publish their reporting schemas, we have taken the first step towards automated reporting to regulators from Omnitrack. Admins can now set up basic integrations which will map Omnitrack submissions to a reporting schema and transform that into XML format (which we’ve understood will be the reporting format required by HMRC and others.)
As schemas are published, we will be providing out-of-the-box integrations with our default DAC6 workflow.
Lawyers and others filling out forms as an end-user can now collaborate with other people involved by sharing the form link with them. Simply click the ‘Share’ button and forward the link to other users.
We’ve added a new field type called ‘Instructional text’. Admins can now add a read-only block of text to their form workflow. This is especially useful for breaking up workflows in DAC6.
We’ve added functionality to the section fields to allow users to hide/show an entire section via conditional logic. You no longer need to add the same logic to every field in a section.
The count widgets on the dashboard are now clickable! This is useful for DAC6 when you have a widget that counts ‘number of overdue submissions’ and you just want to see those submissions in a single view.
Ability to remind specific admin about a submission
Users can set up reminders that go to a specific admin and not all the admins. This is to avoid too many people getting reminder emails that aren’t relevant to them.
A big question in DAC6 is how to make sure matters are not falling through the cracks. At matter intake the partner won’t have all the details of the transaction and there needs to be a way to trigger the DAC6 review at a later time. As a solution to this we have built flexible reminders that will trigger emails to the relevant parties when a submission needs to be reviewed or has an upcoming reporting deadline.
One of the most important aspects of DAC6 is making sure you report transactions within the reporting time frame. Our customisable dashboard will allow firms to easily track when a deadline is approaching, see what’s overdue, and what has been reported.
We have built a default dashboard that is delivered together with our DAC6 reporting template.
DAC6 is usually a pretty long form and we’ve all been experiencing a good amount of lag when trying to create a new question and type into the field. Rafi spent time looking into the issue and made some solid improvements.
We’ve completed the first phase of re-designing the form drawer where admins will be spending time reviewing DAC6 submissions. We are trying to make it a bit easier to take action and to make it more visually pleasing.
Added support for admins to submit incomplete forms
We’ve had some feedback that admins should be able to submit a form for an end-user. Oftentimes the admin will be adding information that was sent to them through Outlook or some other source and now they will be able to submit the form.
At the request of clients we added the option to edit our standard email templates. We’ve also made the ‘assignment’ email on invite-only forms accessible and editable.
We are doing some design work on the ‘view submission’ drawer that opens when you click a submission in the register. The work is being done in phases and part one of adding a comments tab is complete.
Up to this point we have supported links in a form added in the fields description. We have added the option to put links in field titles as well as the form description.
Admins viewing the form as an end-user no longer see the admin menu at the top of the page.
We are no longer displaying form fields to the end user when ‘allow multiple submissions’ is set to ‘ off ’. We will just show a message that you already submitted a form along with a link to it.
Bug fixes
Fixed new users added to group not getting assignment email
When a group is assigned to a form any new members of the group should also be assigned that form. This process was working but not sending emails to the new users. We have fixed the issue.
Confirmation messages disappear faster
Confirmation messages are important for letting the user know that the system has taken the action they requested. However, the messages were stucking around a little too long so we shortened the time they appear for.
Fixed date select bug
In some cases forms would not allow the user to select a date outside of the current month. We fixed the bug and you can now select any date in any month.
Fixed form description length
Form descriptions were too short and also caused a bug where the form would crash. We have extended description length to allow up to 5,000 characters.
Fixed double email on add user
In some cases the user email field was displaying twice on ‘add new user’. This was very annoying as both fields were mandatory and had to be filled out. We fixed this bug and now it only displays once.
Fixed total submissions graph
The graph for ‘total submissions’ on the main dashboard was displaying the number of submissions flagged; this has been fixed.
We have removed the restriction of when you can change the status of a submission. You can now move submissions freely between inbox, register, and archived.
Addition of ‘or’ condition between multiple logic rules
You can now create even more sophisticated logic on fields. Use multiple rules with ‘and’ or ‘or’ between them.
Form template library
NOTE : This has not been rolled out yet but development is completed and we can turn it on.
New ‘browse our templates’ button!
The template library aims to make it super easy for potential and existing customers to get started with Omnitrack. All of our templates will be available in the library.
User can search for, preview, and use templates from the library.
Copy/Paste a list of items into form builder!
You can now copy and paste a list of items into the drop-down and multi choice fields in form builder.
For example: DAC6 list of all EU member states is super easy to generate without manually creating new lines in form builder.
More grid design enhancements
New! Click a grid row to view the full submission. You no longer need to click ‘View Submission’ on the Inbox. You can open a form by clicking a row on the grid.
We tightened up the design so more data appears on the grid
This includes less spacing and removing the big action buttons that used to sit at the far right of the grid.
Action buttons have been moved under the menu but also appear on the form now.
Bug fixes
Performance fixes
Fixed terrible lag in loading pages that have tons of content.
Fixed lag when typing into form builder.
Fixed slowness with typing into a long end-user form
Fixed form names overlapping with actions
Basically an embarrassing bug where actions on a form were covered up by the form name.
Fixed assignee column disappearing
Assignee column was disappearing when there were more than 5 columns in the form.
We have added the ability to assign an admin to a specific submission!
This feature should improve the post submission workflow, as it allows multiple admins to collaborate on the review of a submission. Users will receive an email notification when a submission is assigned to them.
Changes to the ‘Assign Admins’ page
This is the page in form builder where you decide which admins can access the form. We have changed the name of the page to ‘Add admins’.
Updated the interface to look a lot better and removed unnecessary text explanation.
Changed the notification functionality
The notifications for new submissions are no longer global for all admins; you can now set notification preferences for each individual.
Added a notification option called ‘assigned to me’ for admins who only want to receive email notifications when they’re assigned a form.
Added the option to define a default assignee on the form
All new submissions will get assigned to the default assignee when it’s set.
New form setting
Admins can now choose where submissions that do not get flagged should be sent by default
Inbox
Register
Archived
Data Integration
We’ve introduced an API that will support data integration with HR systems
Data integration is included with your Omnitrack purchase (but requires some IT setup.
Grid design enhancements
New! Click a grid row to view the full submission. You no longer need to click ‘View Submission’ on the Inbox. You can open a form by clicking a row on the grid.
We tightened up the design so more data appears on the grid
This includes less spacing and removing the big action buttons that used to sit at the far right of the grid.
Action buttons have been moved under the menu but also appear on the form now.
Update to SSO settings page
Zeev gave the SSO settings page a nice makeover which includes a new ‘download metadata’ button & PDF instructions for ADFS setup.
Bug fixes
Email templates
Fixed text in two of our email templates
Fixed the problem of the admin welcome email being sent to users.
