What's new?
October 2024
New Document Preview Detachment Feature in Approval
Important
This functionality applies only to documents that include a Document Preview. It does not apply to Timesheet document types sent from Visma net.
We are introducing a new feature that allows users to detach the Document Preview module into a separate window, making it easier to manage document attachments independently from the main interface.
How to Use It
The “Detach document preview” icon is located on the right-hand side of the screen, outside the Document Preview module. It has a tooltip labeled “Detach document preview” to guide users.
Auto-Hide on Detach
Once the icon is clicked, the Document Preview is detached, and it automatically hides from the main interface. The icon changes to a crossed-eye symbol, indicating that the preview is hidden, and the document will now open in a new window.
Reattaching the Document Preview
A “Reattach document” button is available in the detached window, allowing users to bring the Document Preview back to the main interface. Alternatively, users can reattach the document using the reattach icon (downward arrow) in the sidebar.
Document Preview Behavior Across Tasks
When switching between tasks, the detached Document Preview will automatically update to display the document relevant to the selected task. If no task is selected, the detached window will show the message “Waiting for document…”. The detached window stays open while navigating between tasks, but it will close if all Approval browser tabs are closed or refreshed. When accessing a task that does not have a Document Preview, the detached window will display a message indicating that no preview is available. If the detached window is closed and you return to that task, the detach icon will be disabled.
September 2024
Improvements to comments
We have introduced several improvements to how comments and actions are displayed across various scenarios in the Workflow History and Comments sections.
These updates provide greater clarity on what is visible in each section based on specific user actions, particularly for document approvals and task-related activities where no actions are involved.
For some integrations (), it is now possible to add multiple comments before you approve or reject a task.
System administrators can also add comments to documents that have not yet been approved.
A new user interface aiming to simplify your experience when working with tasks in Visma.net Approval
The new user interface improves the process for users to efficiently approve or reject tasks. The features included in the user interface are unchanged compared to the old user interface, but the way they are presented has changed.
How to use it?
Login to Visma.net Approval, go to My tasks and open a task.
Main actions as Approve, Reject, and Other have been moved at the top right, together with the Task navigation arrows. They have the same functionality as before.
All the tabs (Task details, Document editor) and the headlines (Comment & data and Workflow) from the old view are now displayed in one screen, in their own modules with icons and tool tips with their names.
The new layout has been added also in My history, Process overview and Document overview.
Some of the modules have new names:
- Process details is renamed to Document details
- Comments & data is renamed to Notes and comments
- Document Preview is renamed to Document
You can hide the modules by clicking the corresponding icon on the sidebar. When you hide a module, the icon will be highlighted in blue. The layout will be saved, allowing you to keep the same modules in view, when clicking the arrows on the top right and navigating to the next task.
Workflow Details Module
In this module is displayed the graph with the workflow configuration steps. When you hover over the text containing the user name, a tool tip appears. The tool tip displays the name, email address, and profile picture of the user.
Below the step’s name are displayed the names of the approvers.
Under the Approval initiated step, you see the source system from which the task originates.
Expand the Current workflow step to see the details: the name of the current workflow step, current approver(s), and the reason are going to be visible.
Expand the Workflow history to see a table with the step, action, comment, date (which can be sorted chronologically), and the user name (plus a tool tip with the email address which can be copied to the clipboard).
Notes and comments Module
The number of comments appears between the brackets in the Notes and Comments heading and is visible on the module’s icon if you decide to hide it.
You can enter your comment in the Add comment field. A comment can be a maximum of 501 characters long.
Document Viewer Module
In the document module you can see the document that needs to be approved.
The number of documents is displayed on the header of the module, and there are two ways to navigate through documents:
- By clicking on the arrows Page up or Page down;
- By using the vertical scroll bar.
In the toolbar below the headline you can see the number of the pages inside the document, and you have thepossibility to zoom out and zoom in, download, rotate, and print the document. The document rotates 90 degrees each time you click the Rotate right icon. If you want to print the document, a new tab with the document in print preview is opened.
External Editor (Accounting grid) module
The External editor (or Accounting grid) module is displayed at the bottom of the screen for smaller resolution (1440 - 800 px; 1680 - 480 px (two columns view) and 1280 - 640 px (one column view), below all the modules (Workflow details, Notes and comments, Document details and Document module).
The External editor module has a resize mechanism, allowing you to resize it from full width placed at the bottom of the screen to half width placed on the left bottom of the screen.
Once you make an active choice between “bottom” and “left-bottom”, the layout is saved when using the arrows to navigate to the next task and when logging in via the same browser, after closing down the application. It is not saved when choosing another browser and it is not saved when opening a new task from My tasks.
For higher resolutions (1920 - 725 px), you see a three columns view with the External editor module placed at the left bottom of the screen, under the three modules (Workflow details, Notes and comments, Document details), having the Document viewer module on the right side.
You can resize the External editor or the Accounting grid module to have full width and placed at the bottom of the screen. The layout will be saved only when using the arrows to navigate to the next task and logging back into the same browser.