October 2024
Release notes describe new features and improvements made to ONESOURCE Workflow.
New features
Specify process type for Workflows
- You can now specify a process type when setting up automation rules for Statutory Reporting.
- This enhancement will automatically populate theProcess Typewhen creating a Workflow for a new Statutory Reporting financial period.
New safeguards when updating Task Due Dates
We've added a new safeguard to ensure logical task sequencing in your workflows.
You must now set task due dates:
- After the previous task's due date
- Before the next task's due date
Date format standardization in Workflows and Tasks Exports
We've standardized all date-related fields used in Tasks and Workflows exports:
- Datefields without a time component (for example, Due Date or Year End Date) now use the Date format.
- Datefields with a time component (for example,Created dateandCompleted date) now use the Custom (Date/Time) format.
Addressed Issues
- The Process Queue now correctly shows task exports asExport Tasksinstead ofExport Workflows.
- We've fixed the display and export of completed tasks. You'll no longer see completed tasks under theFuture Taskstab.