Major upgrade to Omnitrack hosting on-premises
Companies that host Omnitrack on their own servers on premises will now be able to install patch upgrades with each Omnitrack release. There is a also a new management console for on-premises management allowing all setup and updates via a simple interface and new diagnostic tools available. Hosting Omnitrack on premises has never been easier.
Features & improvements
New export templates
- Admins can now create report templates for submissions to be exported to PDF. Users will see a list of templates to choose from when exporting submissions.
- This allows you to share data with clients or other people outside of Omnitrack.
- Exported submissions will be listed as an event on the timeline and a copy of the PDF is stored for you to download again at any time.
- Learn how to create a template
Multiple placeholders in reminder emails
- Reminder email templates now support multiple field placeholders. For example, DAC6 reminders can reference matter number, client name, matter partner, and any other information from your form that you’d like to include.
- See how to add placeholders to reminders
Bulk change form fields
- You can now make changes to your submission data in bulk. Tick multiple submissions, select ‘Bulk Change’, and then select the ‘Edit form field’ option.
Turn system notifications on or off
- System admins now have more control over workflows with the ability to turn off most system notifications. Go to ‘Configuration’ → ‘View notifications’ to review your settings.
Dashboard link for end-users
- End-users can now click the ‘My forms’ link to navigate back to their dashboard.
Improved single sign-on error messages
- Users will now get a detailed error message if they fail to login via SSO.
API documentation
- A couple of small additions to our API documentation will help IT admins use the User API endpoints.
Bug fixes
- Fixed an issue with the Groups page not sorting by group name.
- Fixed an error on the reminders page when more than 15 form admins were added to a form.
- Fixed display issues on the overview dashboard with more 100,000 submissions in a form.
- Fixed a display issue with some buttons on the end-user grid getting cut off.
- Fixed the misleading warning message when a user edits an archived submission.
- Fixed a display issue on the share and reassign page.
- Fixed issues with reminders set to send every day sometimes missing a reminder schedule.
- Improved PDF export with better support for Markdown and multiple choice fields.
