Product Release Update - October 2024

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"My Team's Open Forms"  Filter

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Using Employee Portal, you can now switch the My Open Forms view from only showing "My Requests" (i.e. Forms which have previously been submitted by me) to "My Team's Requests".

This means as a Team Leader, you can oversee the status of all submissions created by your staff.

It also means that colleagues sharing responsibility for Contract & Vendor relationships can easily find & check on each-other's submissions without manually having to ask for updates.

 

To learn more about getting the most from your Employee Portal, you can visit our dedicated guide here:

📖 Employee Portal Guide

 

Workflow Configuration History 

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For Workflow Administrators, tracking changes to settings is now effortless with the new History configuration tab, which allows you to filter and review all configuration updates in one place.

If you're involved in regularly evolving processes managed by multiple Gatekeeper Admins, staying on top of updates is now much simpler.

 

Sidebar Layouts in Custom Tabs & Smart Forms

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While viewing Custom Tabs & Smart Forms within Vendor/Contract records, you can now enable a side menu view.

As seen below, this can make scrolling & locating form sections much easier:

 

VAT Registration ("Vatregnumber") added to NetSuite core mapping

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For NetSuite accounts which store vendors' VAT Registration Numbers, you can now have this populated via the Gatekeeper SuiteApp Integration.

Simply map the field from Gatekeeper you wish to sync to Vatregnumber and this will automatically populate your NetSuite records!

As seen in the screenshot, you can even use the Gatekeeper Core field Tax ID if this is what you've been using for Vendor VAT Numbers

 

For more details on NetSuite Configuration & field mapping, see our guide here

📖 NetSuite Integration Guide: Field Mapping

 

API updates

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We've made 2 updates to our API to make setting up custom connections between Gatekeeper and other applications in your tech stack easier!

 

Update #1 - Get Custom Dropdown Field Values

Previously, when extracting custom dropdown data from Gatekeeper, our API would provide a dropdown value ID, not the value itself....This meant that API admins would have to set up mapping tables to extract the ID numbers, then cross-reference and 'translate' these to the real value.

However now, by simply setting the new API instruction parameter of "ids_as_labels" to true, Gatekeeper will do this translation automatically and provide the value from the dropdown!

NB. This update applies to all records you can extract from Gatekeeper via the API: Contracts, Vendors, Spend Records, Users & Projects

 

Update #2 - All Record data included in Webhook payload

This latest update enhances Webhooks by automatically including all relevant event & record data right in the initial trigger.

This makes integrating with our system faster and more efficient, so you get instant access to complete information with each Webhook, without needing to create follow-up API calls to get the data after a Webhook event has been triggered.

For more information on creating Webhooks with Gatekeeper, see our guide here:

📖 Webhooks