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This month we held a webinar walking through the release items & how to get started.
To see a thorough explanation of these features & how they can benefit you, you can watch this below
Alternatively, keep scrolling to find shorter demo videos & explainers that we've prepared for this month's new features
Events in Workflows
For scenarios where additional ad-hoc tasks need to be created or reviewed during a Workflow, you can enable a sidebar for users to view & interact with Events within a workflow card:
To learn more, see this Knowledgebase Article: 📖 Events on Workflows
Smart Forms Improved
Smart Form Scores display in Workflow Forms
The Smart Forms tab in a workflow card will display scores from any of the records linked to the Card (Contract or Vendor)
💡 In this release version, the score displayed is the current committed score (i.e. the Score you would find in the repository)
In our next release you will be able to see the current score as well as an in-progress workflow score, allowing you to compare previous vs future performance
Dependent Fields display in the Configure Weight screen
While configuring scores & weightings for your Smart Forms, we've made it easier to view which fields might be conditionally revealed/hidden for your users:
Dropdown List Options sorted alphabetically in the Configure Weight screen
For your Scored fields which have large dropdown lists, we've made it easier to navigate & configure these by ordering the dropdown options alphabetically:
For more guidance on Smart Forms, see our dedicated 📖 Knowledgebase Article here
Get more from your Workflows
"Financial Year End" dropdown in Workflow Forms
The Core Vendor field "Financial Year End" is now a dropdown, making it easier to populate by (internal or external) users during Vendor setup & onboarding workflows:
💡 Procurement Pro Tip: Knowing a Vendor's Financial Year End can put you in a better position to when considering renewal since you'll know when they're more likely to offer discounts/incentives to boost their annual sales figures
"Relationship Since" can now be automatically calculated & populated
The Core Vendor field "Relationship Since" can now be populated by AutoActions on workflows.
This means the key summary field at the top of every vendor can provide useful information to your users without you having to manually populate it for every new vendor!
Touchless Contracts & MIQ Cyber
For Vendors which are registered to Gatekeeper via a Touchless Contract Request form, Gatekeeper will now automatically apply a Cybersecurity score* once the sign-up form is submitted
* You will need to have Market IQ enabled for your tenant for this (or for Market IQ Financial) check to be performed during sign-up on Touchless Forms
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Scorecard Dashboards for ALL users (including Non-Admin Users)
With the Scorecards module enabled, any Vendor with completed Scorecards has a dasboard displaying their results breakdown, including group-by-group level and performance trends over time.
To expand the benefits of these insights, these Dashboards will now display for any user who can view a Vendor with completed Scorecards - previously they were only visible to Global Admins