Release Notes May 2023
CANDIDATES: Preview-option for online cv presentation
Using the Online CV Presentation functionality (CSM client setting SE1058), it is possible to send online cv presentations of candidates to contact persons. If you send an online cv presentation; the candidate will automatically be linked to the job, procedure status will automatically be set and an additional record for the send online cv presentation is created (showing the presentation in the Go! widget 'Online presentations'). We have created a new client setting 'Online CV Presentation - Show Preview-button' (SE3482). Enabling this setting will show a 'Preview'-button in the window where a user can create an online cv presentation. Clicking this button will create & open an special 'preview' online cv presentation link and will NOT do the other actions (like linking the candidate to the job).
ASSIGNMENTS: Limit dossier types for assignments
Most entities in OTYS (for example candidates) have a dossier. This dossier consists of items to find out more about the 'history' of a record (relevant emails, notes, tasks, documents, etc). We have a setting called 'Dossier - Enable dossier types' [use_document_types] (SE311). When this setting is enabled and a user adds/edits a note or document in a dossier, it is possible to define a 'Dossier type'. The options for these dossier types can be managed through client setting 'Dossier - Dossier types configuration' (GE91). This can be used for filtering (show me all items with type 'Client visit report') or for reporting (how many client visit reports have been created per user last month). We are also able to limit dossier types per entity (so if you for example have a 'Client visit report' type, you can make sure it is only shown in the dossier of a customer and a contact person, so NOT in the dossier of a candidate); however this was not yet implemented for assignments. Now it is implemented for assignments too. By checking or unchecking checkbox 'For assignment' in the configuration of a dossier type using setting GE91, you are now also able to define if the dossier type should be used for assignments or not.
CANDIDATES: Add 2 additional 'Actiontype'(s) to method 'Otys.Services.CandidateService.setGdprDueDatePartner'
We have added two more action types in the method 'Otys.Services.CandidateService.setGdprDueDatePartner' so a partner can set the permission of the candidate to 'Yes' or 'No' to make the label a different colour.
INTERACTIONS: Directly open interaction form to create entity when only one form is available
It is possible to create an interaction form with the purpose of creating an entity, like Vacancies, Candidates or Relations. When you do this, it appears as an option under the 'Create' button in the module. It is possible to enforce creating an entity only through an interaction form when using settings 'Candidates - Force creating candidates through form'(SE3130), 'CRM - Force creating contact persons through form' (SE3128) 'CRM - Force creating customers through form' (SE3127) or 'Vacancies - Force creating vacancies through form (SE3129).
If only one interaction form is used for this, we want to immediately open the interaction form, instead of selecting it first. With this change that is now the behavior. If a second or more forms are added, you get to see the option menu first.
WORKFLOWS: Preview of mail templates
In OTYS when you trigger a document by workflow status change for example, you are not allowed to go back. We have made it possible to check the document when using action 'CreateStandardDocumentV2Multiple' prior to continuing to process the document. There for you can always select an different document if you have selected the incorrect one.
VACANCIES: Use filter when joining candidate or vacancy in join menu
When you are in a Candidate or Vacancy detail, you have the option to link a candidate or vacancy via button 'Join vacancy' or 'Join candidate'. This opens a menu in which you can search for a candidate or vacancy and link it. We have updated the filter possibility. In the Join menu, you can click on the top to open advanced filters. This makes it possible to add a filter that you would normally use in the list view. This makes it possible to quickly search and join a vacancy or candidate.
VACANCIES: Improved groups & Bundles refresh rate
Within the Status groups & Bundles feature we updated the data once every 24 hours. This was causing you to look at 'old' data for most of the day. We have changed this from 24 hours to every 5 minutes to give a much more accurate view of the data.
GENERAL: Open entities via right click in a separate tab
We have created the option to open a detail view of an entity (candidate, relation, task etc.) in a new tab. This will be possible by right-clicking on an entity in the list view of the module or via the dashboard widget for the entity. In the list view of the module, it will be possible to open one or multiple entities at the same time in its own tab.
To use this feature, you can enable it in the client or user settings for each entity. Search for keyword 'Enabled batch actions' and enable option 'Open in new tab'.
DOSSIER: Via API possible to upload a document to dossier for other user
We created a new user setting called 'Dossier - Allow to create dossier items for other users' (SE3315). Enabling this setting will allow the user 'on an OWS level' to create notes on behalf of other users. When creating a note (using the 'NoticeService.add' service call) the request can include the field 'userId' which will make sure a note is created on behalf of that other user. Because this is only possible on an OWS level, this setting will normally only be activated for webservice users with a linked API key. Also you can now upload documents for someone else.
DOCUMENTS: New vacancy field 'locationStateName' added to display province of vacancy
In the OTYS API we have a vacancy field called 'locationState'. This returns the country code and the province. Lets say, Netherlands and North-Holland, it will return NL_North-Holland'. For our partners this is not desirable, so we created an extra field called 'locationStateName' that only returns the province, without the country code. The result is now 'North-Holland'. When using the new OWS mergefields for Documents, you can add {{VacancyService.locationStateName}} to use this field.
INTERACTIONS: Ability to add field vacancy 'duration'
We have added the field 'duration' as an option that is usable in the interaction form for vacancies.
Changed batch actions shown in Tasks-widget on dashboards
Since some time we have generic settings for showing/hiding specific batch actions. Like the other show/hide settings they are client-user settings, allowing to set up a client default (all users of this client should by default see these batch actions) and make user specific exceptions (except for this users, who should see this batch action). This was not yet implemented for the tasks-widget on the Dashboard. Now it is.
GENERAL: Additional extra fields based upon data type
We have extended the amount of extra field per data type to 100. This means that you can have 100 extra fields with one data type (text, textarea, single/multi select & date). In total you are able to have 400 extra fields.
GENERAL: Integrate TOTP (2FA) for login to OTYS
TOTP stands for Time-based One-Time Passwords and is a common form of two factor authentication (2FA). Unique numeric passwords are generated with a standardized algorithm that uses the current time as an input. The time-based passwords are available offline and provide user friendly, increased account security when used as a second factor. We now support this as alternative to the Tunix integration as an extra layer of security on top of your username and password to access the OTYS application.
PORTALS: Password policy for OCD web users
If an OTYS Go! user changes his password, this password is validated based upon some 'criteria' to ensure the user is using a safe password. These criteria can be configured per client based upon various client settings. We did not have a similar system for OCD web users. Now we do. It is now possible to set a minimum password length (new client setting SE3435) and additional validators like the usage of special characters (new client setting SE3436). These requirements will be taken into account when generating an OCD web user password in OTYS Go!, when adjusting an OCD web user password in OTYS Go!, when registering as a candidate on FO, when registering as a customer on FO (through direct enroll or interactions form) and when adjusting an OCD web user password on FO.
CRM: Able to sort contact person widget in CRM
In the Relation detail you can view the contacts in a widget. This widget with the list of contact persons, is now sortable on name, email or title. In addition the name is sorted on the first letter of the last name similar as in the list view.