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2024

Septermber 25, 2024

Release notes describe new features and improvements made to ONESOURCE Workflow.

New features

Assigned User(s)
 column added to My Task grids
You can now view who tasks are assigned to without opening the Workflow.
  1. Go to the
    My Task
     page (
    Active
    ,
    Completed
    , or
    Future
     tab).
  2. Find the
    Assigned User(s)
     column at the end of the grid.
  3. Use the
    Show / Hide
     selector to change visibility.
Access
Help
 from Workflow
You can now access
Help
 from Workflow. Open the Workflow application and select
Help
 from the main menu. This will open the
Workflow Help and Support
 page, where you can find user guides and release notes.
Workflow Export
You can now export workflow details, which provide the information needed to build your own reports and review assignments.
  1. Go to the
    Workflows
     tab.
  2. Select
    Export
    .
  3. Enter a file name or use the default name.
  4. Select
    Export
    .
The Export file will be available on the
Export
 tab of the Process Queue.
Updated Workflow Import
Once you've uploaded an import file, you'll now go to the Process Queue to get the status of your import.
  • The status will be:
    Success
     or
    Errors Found
    .
  • If errors are found, you'll get a file with details of the errors for each row.
  1. Go to the
    Workflows
     page.
  2. Select
    Import
     from the grid toolbar.
  3. Use the
    Import New Workflows
     page to upload your file.
  4. Select
    Upload
     to begin.
You'll get a confirmation that your file is received for processing and go to the Process Queue for status updates.
My Tasks Export
You can now export all tasks or selected tasks, which can help you build your own reports for analytical purposes.
  1. Go to the
    My Tasks
     tab in Workflow.
  2. Select
    Export
    , then choose either of the following:
    • To export a single grid, choose
      Export
      Active
      ,
      Completed
      , or
      Future Tasks
      .
    • To export a consolidation of Active, Completed, and Future tasks, choose
      Export Consolidated
      .
  3. Enter an export file name or use the default name.
  4. Select
    Export
    to start the export process.
You'll get a success message upon export and go to the
Export
tab of the Process Queue, from where you can download the file and check for errors.
Filter for the
User
column on the
Import
tab of the
Process Queue
If you have the necessary permission, you can now use a new filter on the
User
column to view imports based on who performed them.
Completed Date
column in the
Completed
tab of
My Tasks
You can now view the date tasks were completed in the My Tasks grid. The column is visible by default but you can use
Show / Hide
to customize your view.
Statutory Due Date
field for Workflow
This is an optional new field that you can enter on creation of the workflow or for existing workflows. It's intended to show the date that a governmental authority requires completion of the filing or submission. Previously, you could only use a
Target Date
field, which is intended to show the internal target date for completion.
You can specify the
Statutory Date
when you use the Template Creation Wizard so that it can be used as a basis for default selections. You'll also find it on the My Tasks grid, Workflow grid, and Workflow fields folder section.

This article applies to:

  • Product: ONESOURCE WorkFlow