NLS Version 10.7 Release Notes
NLS 10.7 includes major additions to key capabilities of the Neota platform — Workflow, Canvas, Document Automation, Asset Manager, and Workflow Session View—as well as many smaller improvements and fixes. Highlights of NLS 10.7 include:
Re-assign and Reset
Workflow Emails – Images and Conditional Text
Emails now can include images such as logos and icons from the Neota Asset Manager, and can include conditional text.
Other Workflow Improvements
In an earlier release, we introduced a beta version of Sessions View for testing and feedback. Based on customer feedback, 10.7 adds new features and improves the usability of Session View. As of 10.7 the new view is now standard.
You can now download data as configured in sessions view or, with permissions, download all available data.
This form will open:
Display WYSIWYG Text
Display MV Variables
Canvas version 10.7 has an improved user experience for the formula node and a new multi-value (MV) list answer type for questions.
Formula node user experience refinement
Operators are coloured blue to distinguish them from operands:
A ‘clear’ function streamlines how users can reset selections:
An immediate warning is given when clicking ‘continue’ if the user has not created a valid Formula:
Canvas supports allowing the user to ask questions where they can select multiple values in a list. To create this type of question, select the ‘List - Multiple choice’ Answer type via the Ask node.
You can then populate the list with the available options for the user to select:
The result of a Rule with a multi-value list can also be set by selecting ‘List - Multiple-choice’ as the Result variable type:
And determining the available values for the logic to generate:
Finally, the Rules can be determined by using logic as follows:
Document apps created with the Neota Word Toolbar can now be included in Canvas apps and Workflows. Once you have marked up your document using the Word Toolbar, simply import the Word -Template.docx file via this new option on the Workbench application import form.
Enter a name for the document app, click Next, and an application will be automatically created from your Template document. API Names for all variables in the document app are also created automatically. The application can then be used in a Workflow task node or a Canvas service node.
To use a document app in a Canvas application, select the new Service Node via the Canvas toolbox. The Service Node enables Canvas apps to call any Neota application. Here, we will be calling the document app imported as above. (In this screenshot, the Service Node shows an error because it has not yet been configured, as detailed below.)
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Click on Tasks in the Toolbox, select Application Task on the extension menu, and drag to the graph.
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Click + on the context menu of a preceding node, select Tasks / Application Task.
Product Templates are designed to jumpstart your own solutions, providing the key workflow elements and structure to streamline your work.
What's the Difference Between a Building Block and a Product Template?
What if I have a different type of document?
Assets
Rename on Import
When working with multiple sites, e.g., production and Release Candidate (RC), it is often necessary to export and import applications across sites. Import includes assets associated with an application, such as any images or documents. Sometimes the to-be-imported assets have the same names as assets already existing on the target site.
Assets Listed on Workflow Import
When importing a Workflow you will now be shown a list of the assets you are importing, just as when importing an application.
Statistics
Note: only site administrators can access the statistics tab.
The new trends graph provides insights into your applications and workflows. Navigate to the Workbench statistics tab to see key data points such as the number of applications created, users logged in, and sessions run. Filter by date to narrow down the information and uncover trends to help gain insight into how solutions are being used.
Download data
In the Statistics tab on Workbench you can now export data into an XLSX file so you can use Excel to analyze data with pivot tables, charts, and other tools.. Navigate to the Workflows or Application Activity tabs in the Statistics view, and select the download option.