¶ Introduction
Below you will find all information regarding the quarterly release of JOIN Business & Document (version 2020.1.628). This version will be released in early January. In these release notes you will also find information about the following solutions / products:
- JOIN Case & Document
- JOIN Now
- JOIN Case Types
- JOIN Schedule
As always, you can contact our colleagues at JOIN Support for questions and comments about this release.
The list of promotions has been updated until January 23, 2020.
IMPORTANT: If you are not getting rid of version 19.4.627, it is of utmost importance to run the Elastic Update to version 7.3.1. Information about this can be found in the release notes: Release notes JOIN Case and Document version 2019.4.627
¶ List of actions in release
Below is the list of all actions (bug fixes, improvements and new functionality) released in version 2020.1.628. Not all functionality is immediately available (see descriptions) or is linked to a (paid) license (such as JOIN Decision-making).
This list was last updated on January 23, 2020 (bug fixes, changes and new functionalities).
¶ JOIN Case & Document
| Number | Freshdesk Ticket | Description (English) | Description |
|---|---|---|---|
| 116471 | [Security] Security improvement | [Security] security update | |
| 113928 | 22703 | [Search] List of case documents is limited to 10,000 records when external search is used | [Search] Case documents list is limited to 10,000 records when external search is used |
| 97662 | 16394 | [Portal] Table with options of documents is not always fully visible in pending tasks | [Portal] The table with options of documents is not always fully visible in the work queue |
| 115648 | 22574 | [Search] Case documents without document type are no longer found after bulk indexing when filtering for case type | [Search] Case documents without a document type are no longer found after bulk indexing when filtering by case type |
| 115023 | [ZTC] enable the actiontype options for ZTC Action types | [Case types] activate the options of the standard action codes that JOIN Case types creates in the case system (cancel case, decline case etc.) | |
| 114396 | [GEO] do not start Geo background task when no valid license for DC BAG is present | [GEO] Do not start GEO Background service if no valid DC-BAG license is present | |
| 114431 | [Connect] + icon for entity field is not displayed in IE browser | [Connect] The + icon for adding a new property (field maps) is not visible in Internet Explorer | |
| 116060 | Case type missing the default result (“Not yet known”) gives value not in list | [Case types] the default result value “Not yet known” does not always appear in the result table of the case type | |
| 114883 | 22476 | [SEARCH] Some old users do not have access to their “my documents” book | [Search] Some long-standing users cannot access their book “my documents” |
| 115561 | 22664 | PDF converter crashes when converting specific PDF document to PDF / A-1a format | [PDF] the PDF converter crashes when converting a specific PDF document to PDF / A-1a format |
| 116014 | Report fonts are always shown as “Lucida Console” in Windows 2019 container | [Containers] Report fonts are always displayed as “Lucida Console” in a Windows 2019 container | |
| 114663 | 20511 | You do not have access to send mails from folders or deleted items with the setting “Always show related e-mails” on true | [Mail] Users do not always have access to mails sent from files or deleted registrations when the setting “Always show related email” is on |
| 115383 | 23227 | Pending item shows New Subcase button though all or sub case relations are deleted in ZTC | [Case] the function “new subsidiary” is also shown when all subsidiary type relationships with the main case type have been deleted |
| 115673 | 23056 | File download option does not work for a scan having a long description containing dots | [Download] The file download function does not work for a file with a long description containing dots |
| 115677 | 23373 | [workflow designer] Dragging a link outside the screen moves the lines and keeps them on a wrong position | [workflow designer] lines are not re-laid when workflow links are moved outside the screen |
| 115658 | 21483 | [performance] More -> Administration -> Tables loads every table container | [performance] When the menu More -> Administration -> Tables is loaded, all tables are loaded at once, which leads to performance issues |
| 115499 | 23083 | [Decisionmaking] Show changes in decision paragraphs in document history | [Decision-making] show changes to the decision-making paragraphs in the change history of the decision-making document (proposal) |
| 115498 | [Rest API] Bad request with no details when providing DateTime.MinValue in a date field | [Rest API] Bad Request with no details when updating a date field with DateTime.MinValue | |
| 115420 | Show SALUTATION always in case type profiles when multiple organizational units are present. | [Competent Authority] always show the Competent Authority field (Salutation) in the case type item profile when the organization has multiple CAs | |
| 115590 | [Geo] BAG lookup does not work in container site | [Geo] [Container] The BAG lookup does not work in a site that is hosted as a container | |
| 113680 | [admin] [audit] restoring / deleting item will create empty line in item history | [admin] [audit] When a deleted registration is restored, this will result in an empty line in the change history of this registration | |
| 114298 | 22416 | SSO does not work in REST API if the redirect url contains the string “login.aspx” | {Single Sign On] SSO does not work in the REST API if the redirect url contains the text “login.aspx” |
| 115237 | 20281 | Continuous OCR process should be marked as Requires32Bit | [OCR] The background OCR job must always be started in 32 bit mode |
| 112809 | [Admin] [Workflow] wait links are not correctly imported | [Admin] [Workflow] Watch links are not imported correctly | |
| 112081 | 21769 | Sometimes two external search engine worker processes start the same task at the same time | {Search] It can happen that 2 Search engine worker processes start at the same time, making the search engine unreachable |
| 115061 | 23344 | Admin container view for user roles is empty when ADFS groups are used | [Admin] Admin container view for user roles is empty when ADFS groups are used |
| 115004 | 23309 | [Decisionmaking] reordering documents in a meeting changed the meeting sequence | [Decisionmaking] When documents are renumbered in a meeting, this also results in the meetings being renumbered |
| 114934 | [Configuration Editor] When creating a new database index with the Configuration Editor, you get the option to drop the index immediately after it was created. | [Configuration Editor] When you create a new database index with the configuration editor, you will immediately afterwards be given the option to delete that index | |
| 114874 | 22101 | [ADFS] Issues with Azure Application Proxy environment | [ADFS] Problems with Azure Application Proxy environment |
| 114798 | 20312 | Postponement Overview button is not always shown for items having postponements | [Suspend] The button “suspension overview” is not always shown for registrations with suspensions |
| 113578 | 21648 | Statuses in pending items are sometimes shown in random order | Statuses in the work queue are sometimes displayed in random order |
| 114723 | 23143 | [Security] security issue JOIN Admin | [Security] security incident JOIN Admin (content shared with CISOs) |
| 112989 | 22174 | [Decisionmaking] automatically remove attachments from window when unlinked | [Decision making] refresh the proposal screen after unlinking an attachment |
| 114514 | Filter behaving unexpectedly when using LIKE query and% suffix | [Connect] Filter behaves unpredictably when executing LIKE query with% suffix | |
| 114505 | [API] Optionally return include item profile properties + values instead of fields + values while creating new item or updating an existing items | [RestAPI] Various improvements for field retrieval when creating and updating registrations | |
| 113699 | [API] It is not possible to update item if there are date fields in the profile | [RestAPI] Make sure that registrations can be updated when and date fields appear in the profile | |
| 114422 | Add endpoint to move item from one parent to other. | [RestAPI] Create an endpoint to move a registration | |
| 114292 | 20485 | Do not overwrite a generated FileName on Insert | [Connect] Do not overwrite a generated file name with an insert operation |
| 103784 | 18342 | [Portal] pagination buttons are not displayed in favorite for cases root book | [Portal] The paging buttons are not shown in the “business main book” in the Favorites section |
| 113351 | [Security] improvements after internal vulnerability test | [Security] Various improvements as a result of internal penetration test | |
| 113710 | 22366 | When the e-mail address of a user with e-mail registration enabled is changed, the link to the previous registered e-mail box should be removed | [Email] When the email address of a user with email registration is changed, the link to the previously registered email box must be removed |
| 112448 | 21411 | [GEO] When the postal address and visiting address are set to the same Dutch address, cases for the address are shown twice in the map. | [GEO] When the postal address and the visiting address are set to the same Dutch address, cases for that address are displayed twice on the map. |
| 111767 | 19348 | [mail service] Notification interval is not always respected | [Email service] The notification interval for receiving mail reports is not always respected |
| 112852 | 19618 | [pending tasks] the SUBJECT1 field can not be activated in default workflow link profile | [worklist] The subject field (SUBJECT1) cannot be activated in the standard workflow link profile |
| 113021 | 20497 | Workflows are started mulitple times if multiple actions are done before the first workflow is added | [Workflow] Workflows are started multiple times if multiple actions are performed before the workflow is started |
| 113676 | [Signing service] Create endpoint for sign.nl (Evidos / Signhost) | [Signing service] Develop the connection of the Decos Signing Service to sign.nl (Evidos / Signhost) | |
| 109205 | 21477 | [Portal] when saving mail as document not all files are saved and files are not displayed in the HTML file | [Portal] when saving a mail as a document, not all files are saved, nor are the files visible in the HTML file of the email itself |
| 112956 | [DB] Add CREATE INDEX ITEMPROFILEREL_IDX1 ON ITEMPROFILEREL (CHILD_KEY). to our default db update script | [Database] Add CREATE INDEX ITEMPROFILEREL_IDX1 ON ITEMPROFILEREL (CHILD_KEY). to the standard database update script | |
| 113438 | Use TLS 1.2 in BAG and other Geo queries | [GEO] Use TLS 1.2 in BAG requests | |
| 113331 | [API] Add option to create proposal from case detail window | [RestAPI] Make it possible to start a proposal from a case | |
| 113291 | [Api] Swagger does not work when it is behind load balancer or reverse proxy | [RestApi] Swagger does not work when used in conjunction with a load balancer or a reverse proxy | |
| 113288 | [Mailclassifier] Respect rights on case before linking it in mail classifier | [Mailbox Manager] Consider the rights on the case / file to be linked when linking based on the prediction | |
| 113208 | 21967 | [ADFS] Prefix is not parsed correctly for specific customer AD naming standard | [ADFS] Insert not determined correctly when using custom AD naming standard |
| 113173 | 19831 | Barcodes are not always correctly recognized in customer scans | [Scanning] Barcodes are not always correctly recognized in a customer’s scans |
| 113057 | 21531 | Due date is set to yesterday when processing time set to 0 | [Worklist] The claim date is reset one day when the settlement period in the workflow is set to 0 days |
| 112978 | [Decisionmaking] improve templates per type of proposal | [Decision Making] improve the feature to be able to configure templates by proposal type | |
| 109558 | [ZTC] calculate RetentionStartDate in item instead of computeraction | [Case] [Archiving] Recalculate the “start date retention period” of a case based on the “source date filing procedure” in the case type | |
| 112996 | [ADFS] During ADFS server signing key rollover, the Decos.ADFS client already expects the new certificate, while the ADFS server still uses the old certificate for signing. This leads to login failure. | [ADFS] During the update of the ADFS signing key, the Decos.ADFS client already expects the new certificate, while the ADFS server still uses the old certificate for signing. This leads to login errors. | |
| 112577 | [API] Expose last changed by / on for proposal chapters | [RestAPI] make it possible to retrieve information via the API about the latest changes (on / through) in decision-making paragraphs | |
| 110242 | [ZTC] Support item profiles for each document type | [Business] Make it possible to create a different item profile per document type, for contracts, for example | |
| 111804 | [Decisionmaking] do not allow 2 or more users edit a proposal at the same time | [Decision Making] Do not allow 2 users to edit a proposal at the same time | |
| 112295 | 21747 | [JOIN Now] Save multiple items in multiple registrations in file viewer with send to functionality and one mail with multiple attachments. | [JOIN Now] Allow to save (a mail with) multiple files in separate registrations |
| 113408 | [CommonGround] Add functionality to map ZGW API Objects to containers, and fields | [Common Ground] Add functionality to map ZGW API objects on books and fields | |
| 111607 | [Api] Due date is not being set to suspended activity | [RestAPI] The due date of a task is not updated when it is on hold for suspension | |
| 111752 | [EnJOIN] Allow to save image using ckeditor | [Decision making] Allow to add attachments to paragraphs | |
| 99399 | Bulk action dropdown not shown correctly in Firefox | [Bulk Actions] The bulk action dropdown is not displayed properly in Firefox | |
| 111762 | 21532 | Wrong status text after rejecting a case | [Cases] Wrong text is displayed when a case is declined |
| 110748 | 21262 | In JOIN Now it is not possible to switch environment if the target environment uses ADFS | [JOIN Now] In JOIN Now it is not possible to switch environments if the target environment uses ADFS |
| 109107 | 19831 | Barcode scanning no longer works with PDF scans | [Scanning] Barcode scanning no longer works with PDF scans |
| 110830 | 20353 | [Decisionmaking] Unable to handle recreate decision if “Sort user list by surname” is true and the use only has a first name. | [Decision-making] A proposal cannot be returned to the originator if it only has a first name and no last name |
| 109141 | [admin] [overviews] checkboxes are not remembered in MS Edge | [admin] [overviews] the check boxes in the query tab are not remembered in MS Edge browser | |
| 110152 | [Decisionmaking] do not allow to link files to proposal in portal and JOIN Now | [Decision-making] Do not allow to link files to a proposal from JOIN Case & Document and JOIN Now | |
| 111029 | [Decisionmaking] Lock the attachments permanently in DMD process | [Decision-making] Annexes to a proposal may no longer be editable after a decision has been taken | |
| 111028 | [Decisionmaking] Allow to edit chapter in “give feedback” action when allowed by creator | [Decision-making] Allow the consultant to make edits to the proposal, if the consultant permits | |
| 111026 | [Decisionmaking] Allow to edit chapter in approval route action | [Decision Making] Allow the approver to make edits to the proposal when configured in the approval route | |
| 111027 | [Decisionmaking] optionally save final PDF as separate file in DMD | [Decision-making] Optionally make it possible to save the draft proposal PDF and the final decision PDF as separate files with the proposal | |
| 109421 | [Overviews] also filter on address role when creating overview | [Reports] take the filtered address role into account when creating reports | |
| 112504 | 17685 | [Workflow Designer] Manual Decision table’s values are duplicated when same table is used in multiple manual decision wf links | [Workflow Designer] the table values of a manual decision are duplicated when the same table is used in multiple manual decisions in the workflow |
| 111371 | Expose ZTC Field mappings in Rest API | [RestAPI] Enable to retrieve all case type information with the API | |
| 111348 | 20949 | [Workflow Designer] Cannot add outcome for automatic decision in Silverlight version of workflow designer; automatic decision outcomes are not saved for some workflows | [Workflow Designer] Could not add result for automatic decision in Silverlight version of workflow designer; results of automatic decisions are not stored for some workflows |
| 111032 | [Signing service] Create endpoint for ValidSign | [Signing service] Develop the connection of the Decos Signing Service to ValidSign (digital signing) | |
| 111047 | Update JOIN version number to 2019.4.xxx for database version. | [System Information] Update the JOIN database Version Number to the new format | |
| 110820 | 19898 | Optionally prevent to generate dynamic links in JOIN from list, form view and overview | [Security] optionally make it possible to make links (to URLs) not clickable (dynamic links) |
| 110821 | [Search] [Enjoin] Faceting improvement for pending tasks, return the aggregated result of pending tasks item types and books per item type | [Search] [RestAPI] Improve the way search results are grouped and retrieved in the task list | |
| 110126 | Allow to get and set license information using the rest api | [RestAPI] Allow it to read and update licenses with the REST Api | |
| 110087 | 20437 | Move the app.config setting SKIPCONVERSIONFOREXT for the pdfConverterService to the configuration editor. | [Config Editor] move the app.config setting “SKIPCONVERSIONFOREXT” from the PDF Convertor Service to the Config Editor |
| 109439 | 20312 | Legal date is also recalculated when the box ‘Do not update due date’ is checked | [Suspend] The legal end date is also recalculated if the ‘Do not recalculate expected end date’ box is checked |
| 109435 | Hide the Recycle App Pool option in DecosAdmin if running in containers | [JOIN Admin] Hide the recycle app pool option in JOIN Admin if the site is running in containers | |
| 109159 | 18644 | [CaseReport] Numbers don’t match between the different graphs. | [Case Reporting] The numbers are not displayed correctly in all graphs |
| 109151 | 19741 | [CaseReport] Graph and table show an overview of all started and processed cases by department - Split large overviews over multiple pages. | [CaseReport] Graph and table show an overview of all started and processed cases by department - Split large overviews over multiple pages. |
| 109131 | 19755 | Changes in .DOC file are not saved in JOIN after converting to .docx in MS Word | Changes in .DOC file are not saved in JOIN after converting to .docx in MS Word |
| 109127 | 20152 | [SEARCH] Autocomplete of Surname does not work when Filter bar behavior is set to Always. | [Search] Autocomplete of Surname does not work when Filter bar behavior is set to Always. |
| 109032 | 20181 | Ignore% FOLDER_COMPANY% macro does not work if folder do not have address linked | Ignore% FOLDER_COMPANY% macro does not work if folder do not have address linked |
| 108991 | 17240 | ZTC Sync physically deleted JOIN case types | [Case types] ensure that case types deleted in Zaaktypen.nl can also be correctly removed in JOIN Admin |
| 108790 | 20087 | When canceling a new folder registration in document’s folder tab, it also deletes the document. | When canceling a new folder registration in document’s folder tab, it also deletes the document. |
| 107472 | 17422 | [ZTC sync] Create default document profile for Internal documents. | [Case types] Make sure that the default document profile “internal” is correctly created for a new installation of the case system |
| 107349 | 19911 | [ADMIN] Deleting an Administrator level with a relation with containers deletes containers. | [JOIN Admin] When an administrator level is deleted and it has a relationship with a group, the group is also deleted |
| 106311 | Add property “description” in meeting details and link with property “description” in connect entity for meeting + create connect entity property for “secretary” | [Connect] [Schedule] Add a description field to the meeting and connect to join connect entity + link “secretary / clerk” with property in connect | |
| 104528 | 18975 | Hovering over text in the list with ‘&’ shows & amp; | [form] in the tooltip of a field entry & appears as & amp |
| 104117 | 18794 | Case relations dropdown shows duplicate values | [Cases] Case relationships (sub-case, follow-up case) are shown twice in the drop-down list for linked cases (cases) |
| 103653 | [SEARCH] select a specific page number returns page 1 for hierarchical books. | [Search] When you select a number on a specific page in hierarchical books, page 1 is displayed. | |
| 93294 | 14096 | When changing the address role in pending items the change is not saved | [Worklist] [address roles] A changed address role on the “addresses” tab is not saved |
| 91710 | ‘Select a role’ popup from answer wizard not functioning properly | [Worklist] improve the function “select (address) role in the function” new document "from the worklist | |
| 62042 | ADFS test shows “test fails”, although login is successful. Failure reason is not logged. | [ADFS] The ADFS test button in the config editor returns “test failed”, although login is successful. No error reason is logged. | |
| 55786 | ADFS login fails after web server migration | [ADFS] Problem in ADFS login after migration JOIN web server |
¶ JOIN Case Types
| Number | Freshdesk Ticket | Description (English) | Description |
|---|---|---|---|
| 110368 | [Case Types] change version number to YYYY.MM.buildnumber | [Case Types] Change the version number to YYYY.MM.Build number (similar to all products in the suite | |
| 109217 | [ZTC] Values are copied from one result to other results | [Case types] Values are incorrectly copied from one result to another when you switch between the results | |
| 110242 | [ZTC] Support item profiles for each document type | [Business] Make it possible to create a different item profile per document type, for contracts, for example | |
| 109442 | 20358 | Creating a case type overview in zaaktypen.nl takes to long and should be generated on the background and mailed to customer if it is ready. | [Case types] [Overview] improve the performance of generating a case type overview (excel) |
| 108991 | 17240 | ZTC Sync physically deleted JOIN case types | [Case types] ensure that case types deleted in Zaaktypen.nl can also be correctly removed in JOIN Admin |
| 111761 | 19711 | [E-forms] Can’t remove questions from zaaktypen.nl/eform definition | [E-forms] Unable to delete questions from e-forms |
| 111026 | [Decisionmaking] Allow to edit chapter in approval route action | [Decision Making] Allow the approver to make edits to the proposal when configured in the approval route |
¶ JOIN Mobile
| Number | Description (English) | Description |
|---|---|---|
| 1 | redevelop the filter function in JOIN Mobile | redevelop the filter options in the task list, documents & attachments list and the search results screen |
| 2 | Change the method for selecting handlers | Introduce a new way of selecting team and practitioners when assigning tasks |
| 3 | Add new task to an item | Make it possible to add individual tasks to documents, files, cases etc. |
| 4 | Show meeting card in task and item window | Show the linked meetings in the task detail screen (for example a case or documents) |
| 5 | Create a meeting detail window | Introduce a screen where the details of a meeting can be displayed |
| 6 | Allow to edit the due date of an task | Make it possible to set or change the reminder date of a task |
| 7 | Show indication that user has reached the end of a list | Make it clear to the user that he has reached the end of a list and introduce an option to go “back to the top” |
| 8 | Introduce a new login / onboarding method based on emailaddress and password | Introduce a new login method, with which the user can authenticate on the basis of email address and password |
¶ Descriptions
¶ JOIN Case & Document
[Signing service] Develop the connection of the Decos Signing Service to ValidSign (digital signing) and Ondertekenen.nl
In the previous version we introduced the JOIN Signing Platform to which Zynyo was the first supplier of signing software. In this version we are further expanding the platform with the connections of Validsign and Ondertekenen.nl. This makes it possible to submit documents in JOIN for signature, after which the signed document is neatly stored in JOIN Case & Document. Some features of this solution:
It is possible to sign one or more documents (files)
You can sign from both a registration and a task
Per user can be set whether the user can submit signing requests (user right)
No complicated configuration of item profiles, a clear interface from which the signing request can be made
Specific functionalities per supplier, such as extra secure signing, copy holders and deed of signature
If you would like to know more about the solution, please contact your (commercial) contact person at Decos.
[Decision-making] Optionally make it possible to save the draft proposal PDF and the final decision PDF as separate files with the proposal
A (summary of the) proposal is often shared externally, for example in a council or council decision. Not all information contained in the proposal is then relevant (or desirable) to share externally. That is why we now make it possible to save 2 PDF files at the end of the decision-making process: the proposal and the decision. Since there is already functionality available to generate a separate PDF (with a different content and format) for the final decision, this allows creating an internal document and external document with the proposal.
¶ How does it work?
In the JOIN Config Editor (you can find this on the application server of JOIN Case & Document) an option has been added “Save concept and final PDF as separate files in proposal”. This option is set to FALSE by default, change this to TRUE for the above result.
[Decision Making] Allow the approver to make edits to the proposal when configured in the approval route
From version 2020.1.628 it is possible for the approver (in the approval phase of the proposal) to make edits to the proposal. For example, if the director encounters a typing error in the last step of the proposal, this can be very useful. Because we record who makes which changes to the proposal (see later in these release notes for more detail), safety is of course guaranteed.
¶ How does it work?
In JOIN Case types it is now possible to indicate per step in the approval route whether the relevant role may edit the proposal. Naturally, this has a 1 on 1 effect in JOIN Case & Document.
[Decision-making] Allow the consultant to make edits to the proposal, if the consultant permits
As of version 2020.1.628, the person requesting the advice (the draftsman of the proposal) can give advisers the opportunity to make adjustments to the proposal themselves.
¶ How does it work?
To activate this function, you must set the setting “allow to edit proposal in feedback action” to TRUE in the config editor:
When the consultant invites colleagues to advise on the proposal, he now also has the option to allow edits. In the screen, the author can then tick the option “allow edits”. The adviser can then both comment (as he was used to) and implement edits in the proposal.
[Decision-making] Do not allow to link files to a proposal from JOIN Case & Document and JOIN Now
Attachments to a proposal always come from a document in JOIN. In order to prevent pollution in JOIN and documents without clear metadata ending up in the system, it is therefore not allowed to upload files directly to the proposal. For this reason, we have disabled all options in both JOIN and JOIN Now for this.
¶ How does it work?
In JOIN, all functions (dragging, linking) are disabled for files in a decision-making document. The same applies to JOIN Now, here decision-making documents are no longer shown with the function “save in JOIN”.
[Decision Making] Allow to add images to paragraphs
With version 2020.1.628 we make it possible to add images (PNG, JPG) to a paragraph in a proposal. This was made impossible for security reasons, but it is now possible (safely) through adjustments in the software.
¶ How does it work?
From the browser, for example, you can select (copy) a picture and paste it (right mouse button) into the proposal. The image will also be visible in the PDF.
[Decision Making] Do not allow 2 users to edit a proposal at the same time
With all the changes that have been made to the new version of JOIN Decision Making, it is now possible that several people want to make edits to the proposal at the same time. To prevent this, we have added extra functionality that always checks that only 1 person is allowed to work on the proposal at a time. And the moment someone has the proposal in progress, every other user will receive a message about it, so that it is also clear why the proposal cannot be edited at that moment.
¶ How does it work?
When a proposal is being processed by a user, the proposal is “locked”. With this mechanism, we can freeze the proposal for everyone when it is in progress and release it when the operation is complete. The user who cannot edit is neatly shown on the screen that it is being edited by another user.
[Decision-making] Make sure that appendices cannot be changed even after the decision has been taken
When a decision has been taken and the proposal is thus completed, the “lock” is removed from the attachment and editing in the attachment is possible again. This may have implications for the proposal as the contents of the paragraphs and annexes together constitute the proposal. Some customers do not want attachments to be editable after the decision has been taken, other customers do. That is why an option has been added with which every organization can determine and set this itself.
¶ How does it work?
This change does not require any changes to the JOIN Decision making configuration.
[Decision Making] Show changes to decision making paragraphs in the change history of the proposal
We believe the integrity of the decision-making module is of the utmost importance. Certainly with the extensions that we are introducing in this version (allow several people to make changes to the content of the proposal during the decision-making process), it is important to make insight into this even more transparent.
That is why from now on changes, which we already neatly saved in the audit function of JOIN Case & Document, also write and show them in the change history of the proposal.
¶ How does it work?
This change does not require any changes to the JOIN Decision making configuration.
[JOIN Now] Allow to save (a mail with) multiple files in separate registrations
A few versions ago we made an important adjustment in JOIN Now, namely that it was no longer possible to create a separate registration for each attachment in an email. Partly because the functionality was very unclear to end users and partly because the functionality led to a lot of instability in the software. At the request of many customers, we have adapted the software in such a way that the function is now back in the software, is much clearer to the user and the stability of the software is not compromised.
¶ How does it work?
If you want to save an email with attachments, you can now choose the following options:
- The mail can be stored in its entirety (including the attachments) in JOIN. This then leads to 1 document with 1 file (the mail)
- The mail can be stored in its entirety & all attachments separately in 1 document registration. The registration then contains multiple files (mail & attachments)
- The mail and the attachments are stored in separate document records. Each registration always contains only 1 file. To distinguish the registrations from each other, we include the file name in the description.
To save a mail with its files separately, it is important to enable the option “save mail including files and files separately”. Only then will the option be available to create a separate registration for each file. In addition, it is important to mention that the above function only works if 1 mail is stored. The function is not available when saving multiple mails.
The function is available in both the regular JOIN Now version (the “client version”) and the new Office 365 version of JOIN Now (both in the Outlook desktop version and in Oulook Online. For more information, please contact your account manager.
The function is also available for JOIN Now explorer, with which it is possible to save one or more files from a network drive in JOIN Case & Document.
[Case] [Archiving] Recalculate the “start date retention period” of a case based on the “source date filing procedure” in the case type
In order to assign the correct archive term (and start date of the archive procedure) to a case, the so-called “source date archive procedure:” can be configured for each result. This is done by the administrator of the case type in JOIN Case types.
The following archive initiations are possible:
- Completed: when the case is settled, the settlement date is the starting date for the archiving procedure.
- Effective date of decision: if a decision is linked to a case, the effective date of the decision will be used as the effective date of the archive procedure. Consider, for example, the start date of a permit
- Expiry date decision: if the decision has a temporary nature, the expiry date is entered and can be used as the starting date for the archiving procedure. Consider, for example, the end date of a drinking and catering license. Incidentally, this option is better known as “post-expired interest”.
- a specific date identifier can be used in the case, for example to record the end date of an event in an event permit. This date can then be used as the starting date of the archive procedure.
¶ How it works?
So what has changed? We have adapted the software so that the effective date of the filing process is not only calculated when the case is settled, but whenever something is changed in the case. Suppose that the lapsed interest is not yet known when the case is settled, then the commencement date was not entered afterwards. With the change in version 2020.1.628 this has changed. We always use the “exit permit” as an example. The importance of this permit only expires when the exit no longer exists. You cannot say in advance when that is. But if the exit is removed, the archive action can also start. That has now been arranged.
[Case types] Allow to link document types with their own item profile / metadata set
We have been able to realize a frequently recurring development wish of many customers with this version. After we already allowed item profiles (metadata sets) per document type in the JOIN Decision Making module, this is now extended to all document types. For example, you can set up a contract profile for a document type “contract” and set up another specific profile for the document type “zoning plan”.
¶ How does it work?
By default, each “direction” in JOIN Case Types has a fixed item profile associated with it:
| direction | item profile |
|---|---|
| incoming | case document profile incoming |
| outgoing | case document profile outgoing |
| internal | case document profile internal |
But from now on it is possible to cancel this fixed “link”. The consequence of this is that an item profile must always be selected for a document type.
In JOIN Case Types a new table has been added “metadata sets”. To this table you add additional values, 1 for each item profile that can be configured in JOIN.
If the table (see image above) contains extra values, a new field “metadata set” appears next to the document type. Here you can choose from the available values. When you then publish the document type (by publishing the linked case type, a new item profile is created in JOIN Admin that is linked to this document type. So for example the item profile “case document profile contract”. This profile can be configured completely according to your own insight and needs by the administrator of JOIN Admin.
¶ JOIN Case Types
See above for more information about the changes in JOIN Decision Making and JOIN Case & Document, where the configuration is done in JOIN Case types:
allow to set in the approval routes per step whether the proposal may be edited
make it possible to configure your own metadata set (item profile) per document type
¶ JOIN Mobile
JOIN Mobile has also been further expanded and improved, such as better filter options, creating separate tasks and a simpler way of assigning tasks to colleagues.
¶ filtering in JOIN Mobile
We have redesigned all filter functions so that filtering works the same in all places.
- Tasks
- All documents
- All attachments
- JOIN Search
Obviously, the filter functions differ per section (for example, you cannot logically search for documents by items), but the functions for sorting, searching by date range or type are always the same.
¶ log into JOIN Mobile
We have addressed the login method. From now on, you no longer have to register with the QR code, but you can simply use your email address. When we recognize the email address
Select practitioners
¶ Create individual tasks in JOIN Mobile
From now on it is fully possible to create individual tasks in JOIN Mobile. This way you can create separate tasks in a case or a document and keep track of them. This way you know immediately which colleagues have completed his or her task.
¶ Scroll faster through lists
When you scroll through a list (tasks, search results) on the phone it is quite useful to (a) gain insight into when you have reached the end of the list (because we do not know any pagination in JOIN Mobile) and (b) it is useful if you can quickly return to the top of the list.
We have come up with a solution for both problems. We will indicate this when you have reached the end of the list. And if you want to go back up quickly, click on the “back up” button that automatically appears when you start scrolling.