This Folio release will be available from midday, June 13, 2020 ADEST
Automations
We have enhanced the custom notifications feature and made it Automations. Automations are triggered when certain conditions are met on a Folio and currently they can:
- send notifications by email, MS Teams, Slack or SMS
- automatically create an action assignment to a user which will be due in a defined time frame.
For more information on using Automations click here.
Insights
If you have always wanted those quick insights of data in Folio without having to export the data to Excel or a BI tool, Insights are made for you. Insights are a way to visualise the data in your Folio instance and draw conclusions from them. For instance you can create an Insight from incidents reported in your system over the last 4 months, based on the type of incident and segmented by location:
From this we can immediately see that all of the Injuries that have been reported are coming from the Sydney site. These Insights can then be saved for re-use, and downloaded as an image.
For more information on using insights click here.
Create Link for Signed in Users
Public Links in Folio allow anyone with the link to create Folios. The create link for signed in users is gives you all the benefits of a public link but requires the user to sign in before creating the Folio. The user doesn't need create rights to the template and could even be a lite user. This feature is ideal for incidents, feedback and contract requests where you want to register who the user is that filled out the form.
Create Links for signed in users can also be organised in a launchpad just like a public link.
For instructions on setting up a Create link for signed in users click here.
Draft feature enhancements
Full users are able to collaborate with any other full user or lite users on drafts. Lite users will no longer have access to the Folio once the drafts are published.
Lite Users working on Folios through the Create Link for Signed in users will be able to invite other Lite Users from their Organisation to collaborate with them on a draft Folio. They will not have access to this Folio once it is published.
Pre-populate User Details when Creating a Folio
If you want some of the fields in a Folio Form to be pre-populated based on the details of the creator then you can set this up on the Folio Template:
For instruction on setting up User Detail Pre-population click here.
Field Visibility
You can now update the visibility of fields on a Folio Template in bulk:
For instructions on updating field visibility click here.
Other Folio Template Enhancements
We have introduced the Folio enhancements on a Folio Template:
- Auto-generate the title of a Folio
- Generate a PDF when a new Folio is created
- The options to turn off notifications to person responsible for a Folio or batch the notifications when a Folio is created.
Changing due date of Actions & Checklist Results
Often there can be a need to change the due date of an individual action or checklist result. Folio now supports this feature. It clearly highlights the Original Due Date and will support a date change even of the action or checklist result is overdue.
Docusign Enhancements
- Organisation for DocuSign MergeTags: Folio now lets you change the Organisation on behalf of which the internal signers are signing contracts in DocuSign. If your organisation has more than one legal entity on behalf of which contracts are being signed, you can now setup each signing entity and select the relevant Organisation on behalf of which the internal signers are signing:
- External Signers Job Title: Folio will now always place the external signers Job Title in the Title field of the DocuSign MergeTag.
- Resend DocuSign Request: You can now resend a DocuSign request to those who haven't signed the Document through Folio.
For more information on Folios Docusign Integration click here.
Making Folio Setup Easier
- Create a Checklist in Sandbox and then import it to production: You can now import a checklist into Folio using a JSON file. This is useful for moving a checklist from your Sandbox environment to your Production environment without having to rebuild it from scratch:
For instructions on importing Checklists click here.
- Import Access Roles & Profiles to Users through a CSV Import: You can now update a users access rights, or apply access profiles to users in bulk through Folios Import functionality:
For instructions on how to apply access roles to users through a CSV import click here.
- Link Folios with other Folios through a CSV import: You can now link Folios with other Folios through a CSV Import. Click here to find out how.
- Update Existing Users through a CSV Import: You can now update User details in bulk using Folio Import Functionality:
For instructions on how to update users through a CSV import click here.
Deliverables Enhancements
- The ability to set zero targets for deliverables
- The ability to include overall Target field in the deliverable performance report.