SpinifexIT is committed to delivering the best tool for automating processes around generation, routing, signing, and storing employee life cycle documents. And following the recent Strato 1.17 Release, the Strato team is continuously building powerful enhancements and exciting updates for Strato Platform and Storage and File Management for this new release - Strato 1.18.
The major items are listed in the sections below and are individually documented in our Help Center.
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(Click sections below to see contents.)
Enhancements and New Features
Categories Management for Storage Date Validity
Strato has the capability to apply validity rules to documents stored within Strato's Storage and File Management. Depending on the document and the organization's requirements when storing files, validity rules can be applied that will automatically mark documents as archived, expired, or deleted (Example: automatically archive a set of documents after 1 year). With the new version for the 1.18 release, assigning validity rules has been enhanced via Categories. This introduces the new Categories Management module in Strato which enables the capability on assigning Categories that correspond to a validity rule (or sets of validity rules) to stored documents. For more information, please read the linked article below.
Related article: Category Management - Overview
Signing PDF Document via Strato Sign
Strato Sign is the e-signature feature within Strato Workflow that allows users to sign documents digitally (ex: signing an Offer Letter). From the previous versions of Strato however, users can only affix their signatures using Strato Sign to documents automatically generated within the workflow (via Generate Document workflow step). For this new 1.18 release, Strato Sign has extended its capability to also be applicable to PDF documents uploaded by users within the workflow. With this new functionality, uploaded PDF files (via Request File workflow step) can now be routed to signatories with Strato Sign as their digital signature to be affixed onto the PDF document. This also delivers the capability to place the signature anywhere in the PDF document via drag-and-drop action. For more details, read the linked article below.
Related article: Signing a PDF Document via Strato Sign
Adding New Entities and Linking Catalogs
Since not all entities are added in the Catalogs within the Field Settings / Field Manager of Strato, a new feature to link custom entities from stored metadata in SuccessFactors will be delivered for this new release. Having this new functionality, more data fields from new entities can then be added and used in Strato Documents. A good use case for this is linking entities from SuccessFactors' Performance, Goals, and Succession Planning modules to be able to create a Talent Card document template in Strato Documents.
Related articles: Creating Documents with Data Coming from New/Custom Entities / Adding New Entities and Linking Catalog (Field Manager)
Tooltip and Datasource Key Fields in Workflow
For this new release, the Tooltip function with an Assign Key Field feature has been added for the following workflow components:
- Datasource Field (where fields are assigned and mapped in the workflow)
- Condition settings (where conditions are set using data fields)
This enhancement allows users to easily view and check a data source field property details to determine which field group a mapped field was derived from within the Datasource Field. Using the new Tooltip, the property details about the mapped field can already be viewed from a small pop-up in just one click. These property details are as follows:
- Field Label
- Field Group
- API path
- Key Field value (if there's any)
In addition, Assigning a Key Field directly to the content of the Datasource Field is also possible within the Tooltip feature. Read all the details about this enhancement in the linked article below.
Related article: View Datasource Field Properties and Assign Key Fields (Tooltip)
Other Updates
STOP-1074 Dashboard shows the incorrect result when Enter button is not pressed after typing in the search bar
[Component: Strato Dashboard]
The Generator Card in the Dashboard shows an incorrect list of results after typing the words being searched in the search bar, and not hitting the enter button. This has been corrected.
STOP-1062 To Do Card reflects "Undefined Undefined" texts
[Component: Strato Dashboard]
Resolved an issue wherein the To Do Card in the Dashboard were reflecting the texts "Undefined Undefined" rather than the names of the people whom documents were generated for from the Generator Card.
STOP-1059 / STOP-1048 To Do Card showing all the generated workflows regardless of authorizations
[Component: Strato Dashboard] [ZD 17129]
The Strato Dashboard, for the To Do card, has been updated its security to only show pending workflow actions that the loged-in user has access to.
STOP-1058 Encountering error when creating a new workflow template
[Component: Strato Automate / Workflow]. [ZD 17122]
Fixed an issue where an error was being encountered when trying to create and save a new workflow template.
STOP-1105 Section Filters Not Working
[Component: Strato Documents]
Some of the conditions applied on a section-level within the document template did not work. This has been resolved.
STOP-1093 Unable to edit/add workflow report card in dashboard
[Component: Strato Dashboard] [ZD 17232]
Resolved an issue wherein the settings of the Workflow Report Card added in the Dashboard could not be modified.
STOP-1085 Dashboard Search bar not returning result for Application Status search
[Component: Strato Dashboard]
Updated the dashboard search functionality to be able to use the search bar when searching for Application Status for the Applicants tab (Generator Card).
STOP-1079 Scheduled File sync - Strato vs Query
[Component: Strato Field Manager] [ZD 17191]
User has received a query about the format of the csv file that was transferred to the server for reporting purposes, and there were 2 extra/additional columns that appeard in the report output. This was reported to be a display/redering issue and this is now fixed.
STOP-1078 Strato not working post-deployment
[Component: Strato Platform] [ZD 17193]
Fixed an issue wherein Strato just displays a white/blank screen when users tried to access via tile from SuccessFactors dashboard.
STOP-1075 User entity deleted - all templates not working
[Component: Strato Documents / Field Manager] [ZD 17190]
After updating fields in the production system, the user entity from the field manager got deleted which caused for the document templates to not have its mapped fields working. This has been resolved.
STOP-1056 Catalogue selection available for section conditions but not in row sections
[Component: Strato Documents] [ZD 17118]
It was reported that the catalogue selection was not available for the Row Settings of the document template when trying to set conditions on a row-level. This has been fixed.
STOP-1045 No Users listed in Storage Management
[Component: Strato Storage] [ZD 17096]
When accessing the Storage Management in Strato, the screen returns no list of users. This has been fixed.
STOP-1044 User Group duplicated when adding RBP role
[Component: User Management] [ZD 17094]
Fixed an issue wherein user gorups gets duplicated in the Strato User Management, when assigning roles to existing user groups.
STOP-1033 Unable to modify template in Pre-Prod system
[Component: Strato Documents] [ZD 17041]
Encountered an issue with the document template that was uploaded from another system (to pre-prod system). It was causing an error when trying to modify the copied template. This has been resolved.
STOP-1022 Removed message about returning to old library
[Component: Strato Documents] [ZD 16980]
Removed the note/message about returning to the old library from the library screen.
STOP-1010 Storage - cannot create a new category
[Component: Strato Storage]
Encountered an error and the page just froze in the Storage Management when trying to add a new category. This has been fixed.
Enhancement: STOP-1054 New Font Availability
[Component: Strato Documents] [ZD 17127]
The new font, Roboto, is available in Strato Documents that can be used as a default font.
STOP-1141 Strato Sign Not Working
[Component: Strato Signature]
Fixed an issue related to Strato Signature wherein clicking the "Sign" feature for a generated document that needs a signature was not working. This was only happening if the workflow configured was not using a signature placeholder.
STOP-1042 Strato Integrating SAP Data via SAP PI
[Component: Strato Platform] [ZD 17081]
The catalogs to capture SAP data (via EasyReporter integration) were not being linked successfully even after correctly setting up SAP OData configuration within the Admin tool. This SAP integration issue has been fixed.
STOP-1084 HTTP401 Errors Randomly When Running Workflows
[Component: Strato Automate / Workflow] [ZD 17196]
It was reported that a Strato workflow execution results in inconsistent output. The workflow would complete the execution without any errors, but the same workflow would also have errors in some of its workflow steps when executed again. The errors encountered were related to "HTTP401 errors with the token URL" due to the inconsistencies from SuccessFactors. This issue has been resolved by adding a retry mechanism.
STOP-1135 User Catalog Empty in New System
[Component: Strato Platform / Field Manager] [ZD 17379]
After setting up a new system / Strato instance, an issue occurred with the catalogs specific to the entities under the User Catalog. This issue has been fixed.
STOP-1128 Strato Automate / Workflow Steps with Unknown Error
[Component: Strato Automate / Workflow] [ZD 17318]
Fixed an issue related to Strato Automate / Workflow that errors in initial execution, but completes without errors when being restarted. This was due to the inconsistencies from SuccessFactors and which have been resolved by adding a retry mechanism.
STOP-1139 Server Error Generating Document in Workflow
[Component: Strato Automate / Workflow] [ZD 17381]
An error was encountered when generating a document via Strato Automate / Workflow. The error was related to HTTP500 error and being referenced to a server. This error was due to the inconsistencies from SuccessFactors and which have been resolved by adding a retry mechanism.
Enhancement: STOP-1151 'Keep Rows intact on Page Breaks' Feature
[Component: Strato Documents]
Strato Documents has been updated to be more intuitive on page breaks. For example, if there's a table in a document that falls on a page break, the contents of the table will be split accordingly to the next page, keeping the rows aligned. (Related article here: Table Cell Settings)
STOP-1133 Storage File Names Update
[Component: Strato Storage] [ZD 17352]
The Strato Storage has been updated wherein employees with documents that have the same filenames will not be treated as duplicates. Documents with the same filenames are allowed if they are owned by different employees.
STOP-1101 Ability to Add Reminder Action Based on Step Validity
[Component: Strato Automate / Workflow] [ZD 17266]
In Strato Automate (workflow), it is possible to send a reminder email based on a workflow step's validity. For example, configuring the workflow to send an email to the candidate after x number of days of not taking an action to the offer letter. (Related article here: Workflow Step Validity)
STOP-1132 Saving Table Settings
[Component: Strato Documents]
There was an issue saving the document when settings were being applied to a table. For example, when a user sets a height setting for a row in a table, it goes back to empty after saving the change. It was expected that it should have already reflected the change once saved. This has been resolved.
STOP-1131 Workflow Items not Showing in the To-Do List
[Component: Strato Dashboard]
The To-Do card (Strato Dashboard) reflects pending workflows (Strato Workflow) that need action from the user/admin. For example, approving a generated letter of offer for a candidate. It was reported that the To-Do card was not showing the complete list of expected pending tasks for the user. This happened because the card was only retrieving pending workflows that were on 'Started' status only. The To-Do card has now been updated to also reflect the 'Restarted' workflows as well.
STOP-1121 Image Upload for Strato Sign
[Component: Strato Sign] [ZD 17311]
When using the Upload Image option when signing a document via Strato Sign, it should let the user choose an image to be used as the signature before it proceeds to complete the document as already signed. However, after clicking the said option, it just proceeds to capture the user's full name as text and save it in the document as the signature. It should have let the user upload an image instead. This has been resolved.
STOP-1120 Decision Button Update (User Decision Step)
[Component: Strato Automate/Workflow]
It was reported that when acting on pending workflows from the Strato Dashboard's To-Do card (ex: approving/rejecting an offer letter), the action buttons change their position on the screens. Sometimes the 'Accept' button is on the left, sometimes it would appear on the right side. An update has been delivered to keep the action buttons consistently placed on Strato's preview UI/screen.
STOP-1103 Template Footer Update
[Component: Strato Documents] [ZD 17267]
An update has been delivered to show the same footer format when viewing the document in both Strato Document Preview UI and the actual PDF view.
STOP-1100 Update on Advanced Search in Generator Card
[Component: Strato Dashboard]
It was reported that when using the Advanced Search feature of the Generator Card, the cursor loses focus when trying to type texts in the search fields. For example, after typing a word in a search field, the user would need to click back to the search box field in order to continue typing. This has been resolved.
STOP-1086 Customer Field Arrangement in Field Settings
[Component: Field Manager] [ZD 17198]
The Field Manager has been updated to have a consistent arrangement of fields for the customer fields added as parameters within Strato Documents.
STOP-1126 Generate and Upload Button on Dashboard
[Component: Strato Dashboard] [ZD 17337]
When generating documents within Strato Dashboard (via Generator Card) and Strato Storage is enabled, the button 'Generate and Upload' will be available in the summary tab. When this is clicked, it will not only generate the document but will also upload it to Strato Storage right after generation.
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