Enhancements to visibility logic

You can now build logic based on whether another field is blank and based on whether a date field is in the past or the future.

Example of date field logic using past or future – Show a question ‘Why didn’t you request approval for this gift before it was received?’ when the answer to ‘Date of gift’ is in the past.

Reporting widget enhancements

The reports dashboard now allows you to create a graph based on multiple choice questions.

We’ve also updated the reporting widget builder to use the more intuitive ‘Include blank responses’ instead of ‘Exclude blank responses’. 

DAC6 Sweden

We’ve updated the Swedish reporting schema to use the latest version (2.0). 

Bug fixes

• Very long drop-down values will wrap to a second line instead of getting cut off.
• Fixed a bug on iOS devices where direct links to a submission were giving an error when accessing via single sign-on.
• Fixed a bug where opening an existing submission as an admin changed the assigned user to the logged in admin.
• Fixed a data issue that stopped end users from resubmitting forms.
• Fixed an issue where editing form fields in bulk was not working.
• Fixed an issue where setting a recurrence in reminders was not working when the end date for the recurrence is ‘Status change’.

Admin-only fields in reminder conditions

Reminders can now be triggered based on the response to an ‘admin only’ field. 

Visibility logic based on fields being blank

We’ve added an option to set visibility logic that depends on another field being blank.

DAC6 reporting updates

We’ve updated the reporting schemas for all relevant countries using the new EU schema version 4.04.

The reporting schema for the Netherlands has been updated to the new version 1.5 and is valid starting August 20th. The old schema will be supported until September 30th. 

Optimisation of bulk changes

We’ve done some work in the background to ensure that audit entries are logged properly for bulk actions.

Optimisation of submissions grid 

We’ve done some work in the background to ensure that the submissions grid is no longer refreshing in the background when end users are filling in a form on the submissions page.

Adjusted font sizes

The font size on the ‘shared with’ tooltip has been adjusted to make it easier to read.

Bug fixes

• We re-added the ‘Submission Date’ field to the submissions grid.
• Fixed an issue with the logic builder where adding an ‘OR’ between conditions broke some automations.
• Fixed an issue where the timeline was showing events 4 hours earlier than they occurred in some cases.
• Fixed an issue where some end users forms were showing an ambiguous message ‘form.not_locked’ when they were re-edited after being submitted in some cases. 
• Fixed an issue where trying to add a flag to a field with a conditional description caused an error.
• Fixed an issue where user lookup fields were causing surrounding fields to appear out of order.
• Fixed an issue with multi-select and dropdown fields causing the cursor to jump when being edited.
• Fixed an issue with the calendar pop-up being cut off in the submissions grid.
• Fixed an issue where the form instructions field was missing a scrollbar when the text got too long.
• User lookup fields no longer include deactivated users.
• Reminders are no longer showing empty conditions by default. 
• Fixed an issue where the submission count for a status tab did not immediately increase when duplicating a submission.
• Navigating back from ‘View Submissions’ on an archived form now takes you back to the archive folder instead of the main dashboard.
• Fixed an issue where the free-text ‘CC’ field on the email editor caused the cursor to jump around in some cases.
• Fixed an issue where the API docs only displayed the first 50 forms in the system.
• Fixed an issue where SSO login redirecting to a specific submission was being blocked in some cases on iOS devices

Time-based automations

Create automations that will run based on the amount of time a submission has been in a specific status or based on time since created or updated. This enables automated reviews of a submission after a period of time for ‘recertification’ or ‘ongoing monitoring’ of compliance.

Example: Ongoing monitoring in client due diligence process

Omnitrack is built to manage your AML client onboarding process. This includes risk assessment, identification and verification, as well as ongoing monitoring.

Time-based automations allow admins in Omnitrack to fully automate the ongoing monitoring process by setting a client file to ‘re-open’ after a period of time. Here’s how we recommend you integrate this feature into your workflow:

Step 1 – Add a new status called ‘Ongoing Monitoring’ (or ‘Recertification’)

Step 2 – Add a new automation with the trigger ‘Time since last status change’ targeting submissions in your ‘Current Clients’ status and a specific time period, e.g. 24 months.

Step 3 – Set the Action to ‘Change status to’ to transition submissions to the new ‘Ongoing Monitoring’ status. 

Step 4 – Optionally, duplicate the automation to set up different review intervals for high, medium and low risk clients.

That’s it! Your AML process now supports automated ongoing monitoring.

Easy review of all flags

Your time is valuable and this feature really helps administrators cut to the chase. With the new ‘Flags and Comments’ tab you can quickly review the flags on a specific submission to understand what needs immediate attention. Resolve the flags and approve or leave a comment for another admin.

Changes to flag logic

We’ve updated the flag logic in the Form Builder to make adding new flags quicker and more intuitive.

Duplicate automation

Click the ‘Duplicate’ button on an existing automation instead of building a new automation from scratch. 

Nested sub fields

We’ve made it easier to differentiate between lookup fields and standard form fields. Lookup fields will now appear with their sub fields nested in conditional logic dropdown options.

Bug fixes

• Fixed an issue where subfields were out of order in visibility and condition dropdowns.
• Fixed the form menu bar in the Archived Forms folder so that it no longer displays irrelevant options.
• Enhancements to the Export Report to PDF feature:
  • All graphs and widgets now display properly in the PDF
  • Widgets no longer get cut off
  • Unclickable buttons no longer show up on the PDF version of the report
• Added the ability to set the Responsible Admin for a submission to blank to remove the current Responsible Admin.
• Fixed the emoji picker so that the emoji is placed correctly in dropdown field options.

Automatically share submissions

• We’ve added a new automation action which allows you to automatically share submissions. 
• Submissions can be shared with either a specific user or with a person that has been selected in a user lookup field as part of the form.
• Use this new automation to seamlessly share submissions with line managers or other relevant staff members and notify them that action is required. 

Set up custom sender address per form

• Clients using a custom domain now have the option to set a custom sender address per form. Once set, system emails from Omnitrack will be delivered from your custom address.
• This allows multiple departments or teams that are using Omnitrack to maintain full control over their communications and process. 
• To edit a sender address on a form navigate to ‘Edit form’ >> ‘Share your form’.

Option to change the ‘To’ address when requesting more info

• Request more info from either the assigned user or any shared user on a submission by entering their email address in the ‘To’ field.

Added missing actions to the bulk change menu via ‘select all’

• Bulk changes via ‘select all’ on the View Submissions page now support all actions including ‘Update Responsible Admin’ and ‘Reassign’.

Form data now available in lookup fields

• We’ve added the option to dynamically look up the assigned user, last updated date, and created date when adding a Lookup field to your form.

Addition of admin fields to automations

• We’ve added support for admin-only fields in the conditions of Automations. To use admin fields select ‘Add a condition’ >> ‘Form field’ and select a question.

Bug fixes

• Export to CSV now includes ‘Last Status Change’ and ‘Last Updated Date’ columns.
• Removed a misleading error message when admins go from Edit Form back to the submissions grid. 
• Fixed the appearance of bulleted lists in field titles and descriptions
• Fixed an issue where rapidly changing the key value of a lookup field was causing errors.
• Fixed the global search for responsible admin.
• Fixed an issue where filtering a data table in reports would not display your filter condition if you left and returned to the page.
• Fixed a data issue that occurred when changing a drop-down field to a number field. 

User lookup fields

• A user lookup field allows you to reference your existing user data when filling in a form. If you need to reference a manager or partner on a submission, you can add a User Lookup field and allow people to choose from your up-to-date user list instead of manually entering someone’s details.

All form-related system notifications in one place

• You can find and edit all system emails relating to a form in the Notifications tab. Navigate to Edit form >> Notifications to review your templates. 
• All customised templates and settings have been carried over to the Notifications tab.

Limit access to assigned and shared users

• Direct links to submissions can only be viewed by the users that are assigned or shared on the specific submission.

Addition of automations audit trail

• All system automations are now being logged in the audit trail. 

Comma seperators in dashboard cards and tabs

• Thousand separators have been added to all numbers on dashboard cards and on tabs on the View Submissions page to make it easier to read large numbers.

Bug fixes

• Fixed an issue where automation rules using ‘Contains’ were looking for an exact match instead of a partial match.
• Fixed an issue where some form admins were listed in the reminders dropdown multiple times.
• Fixed an issue where conditional logic dropdowns were displaying field names out of order.
• Submission drawer dates are now always consistent with the submissions grid in every timezone. 

Enhanced automations

• Automate more steps in your workflow with custom triggers and a robust set of conditions. For example, you can create an automation that will assign Rebecca as the Responsible Admin when the answer to ‘Office Location’ is ‘New York’ but assign the submission to John if the answer is ‘London’. 

Immediate save of Assigned User, Responsible Admin and Status for admins

• The dropdown fields for Status, Assigned User and Responsible Admin can now be saved independently of form data.
• Click the blue checkmark to save your changes to these fields.

Improvements to field lookups

• Field lookups were released in our last version and are designed to reference data in your forms from another existing form (instructional video here).
• In this version we’ve added the ability to reference:
  • date fields
  • admin only fields

Additional actions on ‘select all’ on the submissions grid

• Users can choose to ‘Share submission’ and ‘Update responsible admin’ after selecting all submissions. 

Years will appear in the submission timeline

• The submission timeline will now display the year in which a change was made as you scroll through.

Bug fixes

• Fixed a problem where admin only questions were appearing out of order when section logic is applied.
• Fixed an issue where multiple choice and confirmation box selections were appearing blank in some circumstances for admins.
• Long confirmation checkbox text now wraps correctly.
• Fixed an issue where the sub-fields within a lookup field were appearing out of order in form logic.
• Fixed an issue where searching a specific submission tab with ‘contains’ would also filter the rest of the tabs.
• Fixed an issue where clicking on shared submission links took users to a blank dashboard.
• Fixed an issue with global search returning inaccurate submission counts.

Lookup fields

• Lookup fields are a new field type designed to save your users time and provide more accurate data.
• Use lookup fields to reference data from another form. Instead of asking users to enter data again, use a lookup field to create a link to the second form and prompt users to choose a submission from there.

Enhancements to confirmation checkbox fields

• Confirmation checkbox fields can be used to verify that the user has understood the information presented to them or to prompt the user to check their responses before submitting a form. 
• Confirmation checkbox fields can now be used in flagging or form branching logic. For example, admins can create logic to open a new set of questions only after the confirmation box is ticked.

Optimised global search feature

• The global search is more responsive when searching through large numbers of submissions.

Default sort order on the forms dashboard

• Forms will now be sorted A-Z by default.

Bug fixes

• Cleaned up the password reset page to improve layout and usability.
• Fixed an issue where typing ‘0’ into a number field was displaying an error on submit.
• Fixed an issue where ‘Request more info’ emails were failing to send in some circumstances.
• Fixed an issue where admin-only fields were not appearing in the visibility logic dropdown.
• Fixed an issue where reminders were not sent for ‘Not started’ submissions.
• Fixed an issue where logic was breaking when the value entered into certain fields was quickly and repeatedly changed. 
• Fixed an issue where there was no option to retain existing users when doing a bulk user upload.

Restrict form access to specific user groups

• Clients with user groups can take advantage of our new access restriction feature on Form Builder. This is great for limiting access to a specific internal or external audience. For example, you could limit a form to only be visible/shareable with one office, or you could create groups for internal staff and external suppliers and limit each form to the correct audience.
• To restrict access to a specific audience navigate to ‘Edit form’ >> ‘Share your form’ >> ‘Access’.
• Toggle the setting on to decide which user groups will be able to view your form. 
• Users within the selected groups will not be able to share or assign forms to users outside of the group.
• (Note: Navigate to the Users page to set up user groups.)

Import/Export forms

• You can now seamlessly export a form from your sandbox/development Omnitrack site into your live Omnitrack system.
• This is especially helpful for clients that host Omnitrack on premises who can move forms between environments or from a hosted sandbox to an on-premises system.

Emojis in field titles and descriptions

• Emojis can help make your form easier to read and understand while also adding some colour. We use emojis in field names and in instructional text to draw attention to key points.
• To add an emoji, navigate to ‘Edit form’ >> ‘Form builder’ and hover over any field. Click on the emoji picker in the bottom left hand corner and select your favourite.

Cleaner default column layout

• The default column layout for both admins and end users has been simplified to show more of the form information that helps to identify each submission.

Bug fixes

• Fixed an issue with iPad compatibility using certain types of single sign on.
• Fixed an issue where reminders aren’t sent for submissions in ‘Not Started’ status. 
• Fixed an issue where a mandatory field which had been archived prevented end users from submitting their form.
• When an admin creates a new submission and clicks ‘Save changes’ the submission remains in ‘Not Started’ instead of transitioning to ‘In Progress’.