Journal Workflow Enhancements

Workflow Profile Security Settings
There are two new journal security properties that control self-approval and self-posting. Users need the ability to approve/post journals submitted by other users, but should not always be allowed to approve or post their own.

Property Name	Description
Prevent Self-Approval (t/f)	If True, users can only approve journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users.
Prevent Self-Post (t/f)	If True, users can only post journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users.

Workflow Profile Control Settings

Property Name	Description
Require Journal Template (t/f)	If True, users can only make journal entries using a template. The Create Journal button is disabled in the Workflow.
Can Load Unrelated Entities (t/f)	If False, users can only make journal entries to the Entities assigned to the Workflow. If True, Entity selection is determined in the journal entry (current behavior). Default is True.

Copy Journals

You can now copy multiple journals to multiple time periods directly from the Workflow rather than using a Business Rule.

Validate Journals 

 

You now have the option to manually validate journal intersections when submitting or approving journals. This helps make the Journal Workflow more efficient as errors can be fixed earlier in the process rather than right before posting them.

 

 

Additional Journal Enhancements

1.) You can now delete journals in bulk rather than one at a time.
2.) Enable UD Dimension Descriptions to display your UD descriptions in the journal's POV. Note: these are derived from the UD Descriptions under Application Properties.
3.) Member Descriptions now display in the journal's line items. This is applicable to all editable Dimensions (those located in your Dimension Library).

 

 

 

General Ease of Use Enhancements

Data Management and Form Template Copy & Paste Functionality

You can now copy/paste Data Management Steps and Sequences as well as Form Templates. Note: This can be done within the same Group or across Groups.

 

 

Data Management and Form Template Rename Functionality

You can now copy/paste Data Management Steps and Sequences as well as Form Templates. 

 

 

 

Business Rule Confirm Undo

The Business Rule editor will now prompt you upon clicking the 'cancel all changes since last save.'