What's New

Route Task Edit Types

You can now select Extend Task List, Modify Task List, or Maintain Exact Task List as the route task edit type when creating route templates. Depending on the route task edit type, in the routes created from the template, you can add tasks, edit task details, and change assignee. For more information, see Creating Route Templates.

Benefits: You can select an appropriate type to restrict or allow the route owner from adding more tasks.

Demote Route Content when Route is Stopped

You can now opt to demote the route content automatically if a route is stopped when the approval task is rejected.

Benefits: When this option is selected, the route owner does not have to manually demote the object.

Route Content

You can now drag objects from the Content tab of a route to other apps. You can also right click an object in this tab and open it with compatible apps.

Benefits: With this enhancement, you can easily open route content.

Saving Route as Template

You can now save an existing route as a template. You can opt to create a route template from the route or revise the template that was used to create the route.

Starting Route from Template

You can now start a route directly from a template.

Route Options and Route Template Options

The Relations tab in the Information panel of routes and route templates is now renamed to Options.

Route Relations and Route Template Relations

A Relations tab is added to the Information panel of routes and route templates. This tab shows objects related to the routes and route templates. You can also opt to view only route relations.

Benefits: With this enhancement, you can open routes from the Relations tab of route content or tasks.

Creating Multiple Routes Consecutively

When create routes, you can now opt to keep the New Route panel open after you create a route. Using this, you can create multiple routes consecutively without closing the panel.

Custom Attributes in Route Task

You can now view and edit custom attributes when you view route task details.

Abstain Option when Completing a Route Task

The property to show or hide the Abstain option while completing a route task is now applicable for Route Management. When your Business Administrator configures the property to hide the Abstain option, it is also hidden in Route Management when you complete a route task.

Allowing Delegation for Route Tasks

When creating route tasks, the Allow Delegation check box retains the choice from when the last route task was created. If this check box was selected the last time you created a route task, it is shown selected automatically when you create the next route task.

Electronic Signature Authentication

A Business Administrator can configure to mandate the use of electronic signature for approval tasks. The Business Administrator can define it as required for all approval tasks, not required for any approval task, or to use the e-signature option declared in the route template. A route template creator can opt to make e-signature authentication mandatory for all routes created using the route template.For more information, see Creating Route Templates.