Version Number: 2023.12.20 Released On: 20 Dec 2023 

A. Major Release Items

1. None

B. Minor Release Items

1. Restrict Choices for Inbox User Company, Group, Department, and Subgroup Selection Fields

The Campaign Builder now enables users to restrict what an Inbox member user sees when they are assigned a task with a field that allows company, group, department, or subgroup selection. This is an optional configuration under the field’s Restricted tab. If the box is checked then the user only sees companies to which they are associated.

The company and group restriction also restricts departments and subgroups within restricted companies and groups.

The user experience in the Inbox is the same as unrestricted selection fields.

Restricted choices applies to:

• Company Selection Field

• Single Select Drop Down List

• Single Select Radio Button List

• Enhanced Delegation of a Task

This logic does not apply to Admin/Primary Admin users since by default they have the ability to see everything already.

To configure restricted selection fields in the Campaign Builder, select the field to restrict, open the Restricted tab, and check the Restrict Company Selection For Members? box. The process is the same for all four field types.

2. Rule - Inbox Assignment - Restrict who a user is allowed to pick on an Inbox Assignment - User/Company/Department

The Campaign Builder now enables users to restrict what an Inbox member user sees when they are assigned a task with an Inbox Assignment field . This is an optional configuration under the field’s Restricted tab. If the box is checked then the user only sees companies to which they are associated.

The company and group restriction also restricts departments and subgroups within restricted companies and groups.

The user experience in the Inbox is the same as unrestricted selection fields.

Restricted choices applies to:

• Single Select Drop Down List

• Single Select Radio Button List

• Enhanced Delegation of a Task

This logic does not apply to Admin/Primary Admin users since by default they have the ability to see everything already.

To configure restricted selection fields in the Campaign Builder, select the field to restrict, open the Restricted tab, and check the Restrict Company Selection For Members? box. The process is the same for all three Inbox Assignment field types.

3. Restrict enhanced delegation for members to any user of a company/dept that the member is associated with

The Campaign Builder now enables users to restrict what an Inbox member user sees when they are assigned a task that applies an Approval Assignment rule to an Inbox Assignment field . This is an optional configuration under the field’s Restricted tab. If the box is checked then the user only sees companies to which they are associated.

The company and group restriction also restricts departments and subgroups within restricted companies and groups.

The user experience in the Inbox is the same as unrestricted selection fields.

Restricted choices applies to:

• Single Select Drop Down List

• Single Select Radio Button List

• Enhanced Delegation of a Task

This logic does not apply to Admin/Primary Admin users since by default they have the ability to see everything already.

To configure restricted selection fields in the Campaign Builder, select the field to restrict, open the Restricted tab, and check the Restrict Company Selection For Members? box. The process is the same for all three Approval Assignment - Inbox Assignment field types.

C. Bug Fixes

1. Rivet Latency When Presenting Approvals on Approval Page

In some scenarios, Rivet was taking approximately 30 seconds to post new approvals to the approver’s approval page.