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      edison365 Release Notes | June 2024

      A new capability appears, introducing Programs.

      This month, we’re announcing some big updates for you. Get ready for a range of new and highly requested features, quality of life changes, and much more. 

       What’s new? 

      Programs Capability in edison365 🎉

      To kick things off, we’re introducing an EPIC new feature. Programs! Available in our Professional license plan, you can now create and manage a Program of Projects and Business Cases.  

      A whole new world of possibilities! Get ready to explore program details from a bird’s-eye view – think resource management, budget tracking, program timeline, goals, and more. You’ll see a new icon within the sidebar to access all Programs. You can’t miss it. 😉  

      Note: Programs is only available to Professional license holders. If this is you and you're not quite ready for this feature, just reach out to Support, and they'll happily disable it for you.

      General Updates 

      • The Create Wizard aims to please, which is why we've added an option for you to 'Create Another'  at the end of the Create Wizard experience.
      • We've introduced the option to filter by Template on Discover pages.
      • We've made some other tweaks to the Timeline view in Discover pages;
        • Owners column has replaced Created By.
        • We've added column Days in Stage.  This shows the number of days a record has been in its current stage.  Numbers will appear in red if the number of days in stage has exceeded the stage target duration.
        • Added column Stage Type.  This shows the current stage type.
        • Added column Approvals.  This shows three metrics; 
          • Count of reviewers who Approved.
          • Count of reviewers who Rejected.
          • Count of required approvals to progress to next stage in workflow.

      Note: Approvals will only display data for records that are in a Review Stage.

      Record Page Updates 

      • All actions can now be found in one place! The settings menu settings-1 has been merged with the action menu Type=Challenge, Menu=No, Dark Mode=No and has had a change of icon. more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 
      • Within the new action menu more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 we've also added an option to 'Create Associated Record'.

      Note: Only found on Business Cases that allow Associated Project Creation

      • We've added some changes to the 'Stage Change' panel:
        • Added an interactive visual of the workflow.
        • Process Managers and Admins can use the interactive visual to select stages in manual stage changes.
      • The past is... not in the past. You can now view key events within the history panel of a record! We've added this to the more_horiz_24dp_FILL0_wght400_GRAD0_opsz24 actions menu as History.
      • One for the eagle-eyed - we've updated the capability icon colours in the top left to match the record type you are viewing.
      • We've added a delete confirmation when deleting table items - to stop any accidental deletions!
      • You can now add Schedule Tables to Business Cases with a Professional License!

      Admin Updates 

      • We've made some updates to the Manage Users tile;
        • Added descriptive text to all inputs.
        • Tenant Admin role added.  
        • Added a configuration option to grant edison365 access to your instance. This is disabled by default.  Please note: edison365 users will require a license and role assigned.

      Note: Tenant Admin role is only editable by Tenant Admins

      • Forms. We've made a quality of life change here for those of you with long forms.  The list of tables and fields available to add now scrolls independently to the form configurator.
      • Admins, you'll love this update! You can now configure prepopulated data for forms within the Workflow Designer;
        • We've added 'Prepopulate Data' as an event with some additional configuration options;
          • Overwrite Existing Data (Fields Only).  
            • If enabled, prepopulated data will replace all field data previously inputted (user input data or previous prepopulated data).
            • If disabled, prepopulated data is not added to fields if there is existing data.
          • Always Trigger Prepopulated Data Event.
            • If enabled, the prepopulated data event will trigger every time a record enters or re-enters this stage.
            • If disabled, prepopulated data is added only the first time a record enters this stage.

      Note: You cannot configure prepopulated data for schedule and periodic tables.  We will add this in a later release.

      • A new tile called Personal Data to manage stored user data within the app.

      API Updates

      [This one is for you techies]
      • Added Business Cases API methods.
      • Added Programs API methods.
      • Added GET methods for Fields.
      • Added GET methods for Tables.
      • Added GET and POST methods for Project Versions.
      • Added GET and POST methods for Business Case Versions.
      • Added GET and POST methods for Program Versions.
      • Added GET method for Resources including custom fields.
      • Added GET method for User Details