Start process policies

New feature that makes it easy to add smart collaboration tools to all our solutions. 

With Start process policies, you can combine any predefined process, with a data entry form, and finally an icon for the user to click. 

Start process policies, has already been used in Next® Contracts to add the Notify a colleague feature. 

With Notify a colleague, any contracts user can involve a colleague with a single click, selecting the colleague, and providing a short instruction. And a comment if their memory is weak.    



Now we can easily setup such functionality for any of our solutions. 

Business log

The actual action - e.g. Notify a colleague - is of course logged in the business log.  

Including details on when, who, and what.

Future enhancements    

In coming releases of Next®, you will see enhanced forms support, including advanced defaulting. 

For the techies

This update allows you to setup, without any coding, how to combine a predefined process with a variable input form, and to assign them an individual button icon.  

The setup allows you to define in details on what document types, and for what user groups the new feature is relevant. 



And to configure, how the process is to be initiated - immediately, or scheduled to a future date.  

Additional information

Please refer to the online product guide for additional information on this feature, once it is released.

Commercial terms and conditions

This update is available at no additional cost, to users with an active service plan. Consultancy assistance will be invoiced

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.  


Details

Title:

Start process policies

Type:

New feature

Status:

Released

Release time:

November 2019

Affected products:

Next® Bank Statements
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes

Audience:

Admin
Developer 
Architect

Classification:

Public

Responsible product manager:

Kim Hellum

Updated:

10.11.2019

By:

Kim Hellum