September: Produce

Auto send to Vendor

This new function related to our Ordering workflow will send the order automatically once the document is set to "Ready" (either via the None, Simple or Advanced approval workflow). The Vendor and other mandatory fields are selected within the editor itself by the end user when the document is created, and is passed on to the Vendor via the order file email. 

So the difference between this workflow and the regular "Send to vendor" workflow is that the end user does not click on the "Order" button and fill out the order form to send the order. So far this is suitable when there is not much information that needs to be send with the order email, many customers using the standard "Send to vendor" have a lot of custom properties in their order form - this is not supported in the auto-sending yet as there is no place in the Editor to add all that information. 

A suitable use case for this could be if the order is for a digital newspaper ad, and they only would need to select Vendor/Newspaper and e.g. date of publishing. 
 

Comment to Plan reviewer

It is now possible to add a comment in the Editor to be sent to the Plan reviewer, it shows as a new free-text field like this in the Editor: 

When a comment has been added it ends up in the Plan review mode with a label "Produce comment": 

(This field is available on Pro templates and not standard so it must be added by a template developer.)

Template settings UI update

The settings of ‘Document visibility’ has moved, instead of being at the top of Template permissions it is now placed at the bottom. 
The setting that was previously named ‘Public’ is now labeled as “Visible to everyone with template access”, and the previously named setting ‘Private’ is now labeled as “Visible to owner only”. This update reflects much better what the different options actually control.

Business Unit switcher in Point templates

A new button is added in the upper left corner when opening a template via a a Point page, and this shows all the units the current end user is allowed to select before creating their new document. 
(This only applies for customers using the Unit Manager. The selected Business Unit directs where the new created document will belong to):

Vendor send forms: “Help text” on custom properties

In the Vendor setup of Custom properties there is a new field called “Help text” which is optional to use by the admin when setting up the field:

The help text shows underneath the field when using the order form: