Active Wizard Version 3.8 features many new and exciting features.

• Rules-Based Checklist
  • Administrators can define a rules based "to-do" checklist for a form, which will display to a user in streamline mode after filling out the form. For users that do not use the streamline mode, the to-do checklist appears via a link in the review tab. This feature allows for users to be given a list of "what's next" after filling out the form.
• Attach Supporting Documents from Documentum
  • Supporting documents stored in Documentum can now be attached directly to the form in the review tab. This feature has been implemented in the past as a customization, but is now a part of the core product
• Route for Review
  • A simple route for review workflow has been added, allowing users to route a form to any number of reviewers to gather comments before sending the form for approval.
• Quickflow Support
  • Allows the use of WebTop quickflow as a "Route for Edit".
• Webtop Connector
  • The WebTop connector is now supported with WebTop 5.3 SP4 and D6 SP1.
• Core Integration with PDF Annotation Services
  • Allow annotations of the form and attached workflow documents through PDF Annotation Services.
• Documentum Relationships for Supporting and Workflow Documents
  • Relationships now exist between the form and supporting and workflow documents. All relationships are viewable in WebTop from either the parent or child document.
• Link Form Answer Action
  • This new answer action gives administrators the ability to link the form to a given folder when a certain answer is selected. For example, if the 'West' answer is selected, link the form to the /Regions/West/forms folder.
• Approve Form Actions
  • When Approved, the form is major versioned and gets a new approved ACL.
• Update Property with Answer Justification
  • This update allows answer justification to drive a property update on the form object in Documentum.
• Date Validations
  • New date validation logic enables features such as enforcing a date to be in the past or the future. Additionally, the administrator can set up logic to enforce that a certain date answer is before, equal to, or after another date answer in the form.
• Ability to reorder repeating pages
  • This update allows users to reorder and delete repeating pages from the summary page using an Ajax interface.