This is the full list of features that have been added in the March 2024 Folio Release:
Updating Numeric & Short Text fields with an Automation
The Update Fields Automation can now update the values of a Numeric or Short Text field, in addition to updating Single, Multi-Select fields and Risk Review Frequencies.
When an Automation updates the value of a numeric field that is used in a formula, the formula will also be automatically be recalculated.
Ability to Export an Automation List screen to PDF or CSV
In the last release we updated the Automation list screen to make it really easy to get a quick overview of all the automations on a template. Now you can also export that list out to a PDF or CSV.
You will find the option under the ellipsis on the automation screen.
Lookup References will now appear in a Folio record’s PDF Export
When there are Lookup References to a Folio record you can now export them as part of that Folio record’s PDF by clicking on the Configure & Export to PDF option.
Lookup References Snapshot - Closed Folios Label
Lookup Reference Snapshot now highlights closed Folio records.
Create Link records will be automatically closed, when they have been rejected in the first stage.
Public Links in Folio allow anyone with the link to create Folio records in particular templates. The create link for signed in users gives you all the benefits of a public link but requires the user to sign in before creating the record.
Records created by the create link which are rejected in the first stage will now also be automatically closed (similar to how records created on the public link are handled)
New Approval Rule - Requester selects approver from all users
We have introduced a new approval rule called Requester selects Approver from All Users. With this approval rule the Approval Requester will be able to select an Approver for the Folio record to move to the next stage from any Full User in the Organisation.
Other Updates
ISO/IEC 27001:2022 Compliance
As part of our information security strategy Kwela Solutions are pleased to announce we have achieved the ISO/IEC 27001:2022 certification.
ISO/IEC 27001:2022 is a security management standard that specifies security management best practices and comprehensive security controls. The basis of this certification is the development and implementation of a rigorous security program, which includes the implementation of an Information Security Management System (ISMS) which defines how Kwela manages information security.
Upgrades to key components of Folio
A significant focus of this release has been on upgrades key components of Folio including both Ruby and Rails.