It's even better now...
We took the time to revamp some of the things you already love.
Process Lists and Model settings
We've been working hard to modernize the Model settings UI for you. You can now also quickly exit Model settings to return to your previous location, and seamlessly continue on with your task.
Updated Model settings modules:
Audit
Performance
Health dashboard
Calendars
Model summary
More options
Integrations
Mobile app
Process lists is also updated for a refreshed look-and-feel and user experience.
If you would like to revert back to the old UI, please contact Support.
Customize Your Presenter Adaptive Reports with Improved Formatting and Styling Options
We’ve levelled up the formatting and styling options to enhance your report-building experience. You can now:
Format the Activity Gauge chart to show a percentage, number, currency, or custom numeric value
Access two new palettes - Vibrant and Bright. Want to learn more about using color palettes in your report? Check this out.
Set the font color of a text object
Format and style numeric and date values
Rename value columns
Have more control over the styling of row groups and hide columns from the view option in the Admin web report builder
Link Reports Together in Presenter Adaptive
In this release, we've made it easier to link reports together and ensure that the appropriate values are displayed and passed.
You can now create parameters as part of a report and associate them with objects on the canvas. Previously, you needed to create a pick list to pass data. With this enhancement, you can pass data using parameters without taking up valuable canvas space with one or more pick lists.
Note
Parameters are complimentary to pick lists where you can use one or the other or even combine both to impact the same object in Presenter Adaptive.
Table values on the data grid can now be hidden. Hidden values can still be used for conditional formatting and passing parameters to other reports.
We've also made pick lists optional. A report will render with all the data available for the object, and you have the choice to see the full data or specify how the data should be filtered.
You can now also add links to sources in Composer to view, edit, and refresh data assets directly from Presenter Adaptive reports. This helps save time so you won't have to remember the exact name of a source in Composer before making changes to your reports.
KPI Visualization in Presenter Adaptive
We've upped the ante on improving KPI visualizations. You can now display KPIs as percentages, automatically aggregate or sum up data, and customize values. Customizing values allows you to include a prefix and a suffix to your KPI. With this enhancement, you can present all key values in a summarized form and reduce the efforts required to shape the data.
Inquiry Workflows enhancements
We've made improvements to Inquiry Workflows with this release. You can now:
Delete previously archived workflows to declutter your workflows landing page.
Move running and archived workflows to folders in your workspace to stay organized.
Customize your sender email address to keep your important inquiry notification emails out of the spam folder!
We are most excited to share with you our update to the inquiry workflow end node. Workflows that have reached the end node will now be able to be reopened by the inquiry submitter, or an admin on any swimlane with the click of a button. This will allow you to reopen any closed issues that need further modification, instead of creating duplicate inquiries for the same issue.
Forms Migration
You can now migrate Forms and Process Lists containing Forms.
Want to learn more about migrating Forms? Check this out.
Symon.AI Imports
Importing data from Symon.AI to Varicent Incentive Compensation Management (ICM) is now easier than ever. With this release, you can now save data imports to be later used in Scheduler. You can also now send external files or data from Varicent ICM tables to a Symon pipe and import data from the output of a Symon pipe to a table in Varicent ICM.
