Rivet 2023.09.14 Release Notes

A. Major Release Items

1. Modify Rivet generated PDF Reports (RIV-686)
   Enhancements to Rivet native reports including campaign and Rivet board reports are below.
   
   • Font is black Lato.
   • Font sizes
   o Campaign Name - 18 bold
   o Assignment/Module -16 bold
   o Primary label, Task name, field name and group - 14 bold
   o Completed date, Approved date – 12
   
   • Campaign header aligned top left with account logo on the right. Header includes:
   o Account name
   o Campaign Name
   o Initiator for entity campaign
   o Assignment Name
   o Assignment Number for entity campaign
   o Primary & Secondary Label for entity campaign
   
   • Repeat account/camp/assignment per iteration.
   • Start iterations on new page.
   • Left justify assignment and labels.
   • Approved status is a green badge.
   • Task badge - Completed or Not Completed.
   • Module header is left justified.
   • Added module approved information.
   • Add “Module ‘#’: module name”.
   • Changed dates to 7/6/2023 format.
   • Changed task name to “Task ‘#’: taskname”
   • Change field name to: “F’#’: Fieldname: <Answer>.”
   • Hide unanswered report fields.
   • For multi-choice checkbox, leave answer on field name line unless multiple selected (bring down to new line for each).
   • Task is Completed or Not Completed.
   • Approval – based on last tier. Pending Approval or Approved with Date by User.
   • Approval - show current tier. When approved, show Approved, otherwise Pending Approval.
   • Added clickable link in front of file name.
   • Unassigned tasks are not shown,
   • Fields do not break across pages in the middle of a field answer. In this case, fields are moved to the next page.
   • Show Download task name.
   Report example 1 below
   

   

   
   Report example 2 below
   

   

2. Notifications Tab - Provide the ability to delete all/read all (RIV-1096)
   
   In the Notifications page, there are two new action buttons, Mark Page Read and Delete Page. The notifications page now includes the following buttons:
   • Mark All Read (This button will auto open all line items as read which reduces the count in the top navigation bar - filter applies)
   • Mark Page Read (This button will auto open all line items on page as read which reduces the count in the top navigation bar - filter applies)
   • Delete All (This button will auto delete all notifications - filter applies)
   • Delete Page (This button will auto delete all notifications on current page - filter applies)
   • The action buttons apply to existing filters in the notifications grid.
   
   B. Minor Release Items
   

3. Additional Information Added to Approved and Rejected Emails (RIV-1716 and RIV-1695)
   
   Notifications were enhanced to include the items below:
   • Task Rejection
   o User/Group assigned to the task
   o User who previously approved task
   
   • Task Approval
   User/Group assigned to the task
   • Module Rejection
   o User/Group assigned to the tasks in the module
   The users/group will only see the tasks in the module they were assigned to. Not ALL tasks in the module
   o User who previously approved the module
   
   • Module Approval
   o User/Group assigned to the tasks in the module
   o Note: The users/group will only see the tasks in the module they were assigned to. Not ALL tasks in the module
   
   • Approval Tier
   o Task Approval
   o Task Rejection
   o Module Approval
   o Module Rejection
   
   • Approver User/Group information is displayed for Task Approval, Task Rejection, Module Approval, and Module Rejection
   o Assigned User
   o Assigned Group
   o Assigned Subgroup
   o External Email
   
   • Approval Notification Email example
   

   

   
   • Rejected Notification Email example
   

   

4. Allow for selection of Tags in the Assignment Initiator for Entity campaigns (RIV-1723)

  Campaign Builder users may assign tags as Assignment Initiators for Entity Campaigns.

  In the Assignment Initiators area, click the + Add Assignment Initiator button.

Select Tag from the Select Initiator options.

Check the tags to be added as Assignment Initiators and click the Done button.

The selected tags will appear in the Assignment Initiators area.

To remove tags follow the steps above and uncheck tags to remove them.

4. Tasks listed in a module approval begin with lowercase letters (RIV-1713)

Tasks listed in module approvals now begin with an uppercase character.

5. The campaign type name Reoccurring needs to be changed to Recurring. (RIV-1712)

6. Change username length to allow for 3 characters to match TS Auth (RIV-1752)

C. Bug Fixes

1. Error in Daily Notifications preventing reports from going out (RIV-1759)

2. User Not Able to View Users Assigned to Department (RIV-1747)

3. An Incomplete Department-Level Invitation Record Caused Rivet To Throw an Error and not Present the Company Users List (RIV-1748)

4. User Not Able to View Users Assigned to Department (RIV-1747)