Virtual User Group

This month we had a number of fixes and enhancements deployed in TransIT. This month’s features include:

AI Enablement
Help Functionality
Build with AI upload from Excel
Generate Test Scripts with AI
Plan Security Enhancements

Home:
–Org preference login announcement under Org Settings > Preferences
–Added the ability to multi-select and choose which notifications to mark as Read
–All email notifications also create in app notifications that are unread until you mark them as read
–Only unread notifications will appear on the Home Notification tile. Additionally, if you go to an issue from an unread notification, you can mark the notification read from the Issue page

Projects:
–Meeting invites have been rewritten. The rewrite will cause you to need to reschedule all existing meetings. Additionally, everyone now sees meetings in the time zone of their workstation.
–The Projects pages and the Issues page have additional functionality under Customize Columns. You can now select what will display on the List View, Form View or Page View. This is advanced functionality that only Admins have access to. If you need more information about this, contact support@makesolutionsinc.com
–When you create a meeting, you can select to send a calendar invite. It does not link to any outside applications for meetings at this time, so you can’t use it to check calendars, etc.
–You can now change the project a meeting is associated to
–You can now add a color to a specific meeting or meeting series
–A Review Filtered Projects icon was added to the toolbar row on the Projects page
–Milestones on the Status Report now indicate which are past due

Project Requests:
–You can facilitate creating a new Project Request using Build with AI instead of clicking Add Project Request. Paste text or upload a spreadsheet, word document, or image and the textual fields of the Form are populated.
–Added ability to add hover text to the Project Requests form and Project Requests page
–Added ability to add attachments to Project Requests via the Project Request form

Plans:
–If you add a custom column to a Plan that is a Ref List, and you are not attaching it to an existing Custom List, you can now add the list and values in a single step.
–In Customize Columns you can now change some control types after a column has been created
–You can right click and change the reference group attached to a custom column in Plans. If the column already has values, they must exist in the new reference group.
–Right click change for bulk edits are now recorded for every row changed. New right click menu option under More – View activity changes will show you a filtered list of changes for that row.
–Added Bulk Edit for multi-selecting columns in Customize Columns in Plans to allow  you to bulk edit: column width; wrap; % driver; hidden; archive; and column color.
–There is now an ability to choose to require a confirmation, or confirmation with a reason when you delete an Activity in a Plan. This can be done when creating the Plan or any time afterwards using the Edit Details. Note, if you use the Edit Details from the vertical ellipsis inside the Plan, you must refresh for it to take effect.
–You can now filter on Checkbox custom columns in Plans
–Added the ability to multi-sort to the Activities page in Plans

Timelines:
–Status columns have been removed from the Timelines page. To view the Schedule status of a Project look at the Schedule Health on the Projects page that the Project Manager manually updates.
–Filtered Views has been added to the Timeline Tasks page allowing users to see All Tasks, Critical Path or Milestones.
–Added Start Date and End Date to the right click, bulk edit for Timelines
–Added a right click, Add to Calendar to Tasks in a Timeline to be able to add Events to the Project Calendar
–By default, first two levels of the Timeline Hierarchy are expanded. Now when you expand a section on 3+ levels and refresh, it will keep those sections expanded. To fully go back to the default, collapse all and then refresh

Workflows:
–Added initials of people viewing a workflow in the bottom left
–You can now see Modules, Outcomes, connected Inbound and Outbound Workflows in when in View Only mode
–There is now a Missing Decision Label indicator added to workflows that warns the user of missing labels from decision boxes. When you click the indicator, it opens an alert message indicating which decisions are missing labels.
–There is now a single button to create all candidate modules in a Workflow at one time
–Added right click Bulk Edit for Position and Application in the Modules pane
–In Find and Replace for Workflows, you can remove a row to exclude from the replace. Click the Remove button in the preview window on the rows you want to remove from the replace.
–New Outcomes sidebar panel for editing Outcomes associated with a Task
–There is a settings icon on the Workflows page to allow each user to determine which columns they want to see in their view and set the column widths, if desired.
–In Workflows Build with AI you can increase the timeout up to 10 minutes now. It was previously 3 minutes
–Build with AI allows for recent entries to be visible and to store favorites. You can mark something as a favorite either at the time you that enter it into the prompt, or from the Recent History.
–When you use Build with AI for creating a Workflow from either an image or from text and you indicate that Tasks are associated to a specific Position, the Position is now automatically attached to the Workflow at the gear icon. If the Position does not exist, it will be ignored.
–When creating Modules, Build with AI can now add Positions to each step in the workflow if the positions have been included in the prompt information.
–Build with AI now accepts video files for upload.

Modules:
–Modules Find and Replace now includes the verification screen and the ability to remove rows from the Replace.
–Modules Steps action/outcomes now support and use the html editor. This allows you to insert images directly into a Modules action or outcome.

Scripts:
–Header Script Details are now included in the Search on the Scripts page
–The Script Header Details window now opens as a page instead of a pop up. To open in a separate tab CTRL-Click the icon instead of just clicking the icon
–When using the Notes filter on the Script Steps page there are now 3 options: Hide Note; Show Open Notes; and Show Closed Notes. The Notes are no longer limited to active Test Rounds.
–Script Steps action/outcomes now support and use the html editor. This allows you to insert images directly into a Step action or outcome. If you want to use special characters in your text, such as >, <, etc. make sure to use the html editor for the specific Action or Outcome that includes the special character. –A vertical ellipsis was added to the Script Steps page to allow you to edit the Script Details without returning to the Scripts page. –The Manage Sections button was added to the Toolbar on the Script Steps page for Functional Scripts. It is an improved way to add Sections. Additionally, you can now right click and Bulk Edit Sections on Test Steps. Inside the Bulk Edit Sections there is a + that allows you add a new Section. –A Settings gear has been added to the Script Steps page. Users can choose which Script Step columns are visible and set each column's width in pixels. Resizing a column directly in the grid automatically saves its new width. Column preferences are stored per user and per script. –You can now "pin" a Step in the Script Steps page. This allows you to mark the place that you are currently working on and not "lose" it when you scroll or search to find something someplace else in the Script. The Step stays pinned until you pin a different Step on until you leave the Script. The row stays pinned until you pin another row or until you leave the script. –There is now a Tags column hidden in Scripts Steps. This column can be utilized to flag steps for follow-up. Testing: –Added the ability to move a script out N number of days during a test round. Able to multi-select and reschedule scripts –Script Breakdown is once again available in the Test Planning report –The Test Header Details window now opens as a page instead of a pop up. To open in a separate tab CTRL-Click the icon instead of just clicking the icon –A Search Scope feature has been added to the Search Box on the Notes page. When you access Notes from a Test Round, the scope is defaulted to "This Test Round". The scope can be changed to "All Test Rounds". Any search done from the Search box will be based on the selected scope. Additionally, if you click Notes from the breadcrumb, the scope is defaulted to "Open Notes". The scope can be changed to "All Notes“ –Moved the four Test Round shortcuts beside the breadcrumb: Dashboard, Summary Chart, Notes, and Issues. –The Open vs Closed graph at the bottom of the Issue Charts page is now configurable –You can now change the position for Steps on the Test Steps page when necessary –Optional Assigned User, Username, Password, and Vendor columns can be shown from the Test Steps header. –The Test Steps page includes a Staffing popup for Users and Administrators. •Staffing can override the default assigned user for each Position in the current Script. •Staffing can also change the roster users for each position for all scripts. •Overrides apply only to that script; the main roster remains unchanged. •Overrides affect Test Step tooltips, the Testing Dashboard, schedules, reminders, notifications, invitations, and calendar appointments. •Changing a steps position does not modify an override. An override may disappear from view if that position is no longer used by the script. •A muted person indicator appears in the Position column when a step is assigned to someone else and not the current user. –The roster page displays a banner when scripts have custom staffing assignments. A link on the roster banner opens a read-only summary of the script overrides. –Added back the ability to change the position of Steps on the Testing Steps page during a Test Round Issues: –Issue emails completely reformatted to a new standard making it easier to read –The Comments field has been added to the list of fields that the Search box searches on the Issue page –Search with AI is now visible on the breadcrumb row and includes the following fields: title, status, category, priority, severity, impact, vendor, application, vendor issue, other info, description, resolution, labels, tags, and recent comments. –You can now filter on the Escalate column. –A Search Scope feature has been added to the Search Box on the Issues page. When you access Issues from the Navigation bar, the scope is defaulted to "Open Issues". The scope can be changed to "All Issues". Searched done from the Search box will be based on the selected scope. If a number is entered the search will be performed for issues containing that number, regardless of the Search Scope selected. –New Issues integration with Scripts allows Functional Scripts to be created from content from issue details, comments, related issues, and from scripts, workflows, modules that have the same vendor if relevant. Content is optionally generated from Library folders if linked Org Settings: –Right click, View Activity was added to the User record on the Users page –There are 2 new Org Settings under Preferences: •Send New User Account Email; and •New User Email Template. •When Send New User Account Email is selected, and email is sent to all new users, based on the New User Email Template. –Login announcement has been added to Org Settings > Preferences
–Enhanced the Org Settings > Script Detail Names page to be easier to use and to have new Details add at the bottom of the list, instead of the top. There is now a right click option to cut and paste making it much easier to group like Details together. There is also the ability to Categorize Details however your Organization chooses.
–Added a new Control Type of Teams and Teams Multiselect that pulls from your Teams that have been built in Org Settings. Can be used in Plans, Projects and Workflows.

Org Settings:
–By default, AI functionality is now disabled. Clients can choose to enable it understanding that passthrough charges may be incurred. Each Client is entitled to $25/month worth of tokens before they would receive any charges
–There is a new User Access column associated with the optional Menu and Toolbar application. This allows you to decide who in your organization has access to each of these applications.
–User Excel import now checks for duplicate usernames across Organizations
–When you upload Users it will now prompt you to create any Roles that are listed in the upload spreadsheet that do not already exist under Roles in Org Settings
–User import now reads through entire list and presents all errors at once

Calendar:
–Default Calendar view is still Weekly, but views were added for Daily, Monthly, Yearly and Agenda.
–Search has been added to the top of the Calendar to search across all dates.
•You can search by text in the Meeting Name, Agenda Items or people in the meeting. It brings up a list of meetings matching the search criteria.
•Selecting one of the matches opens that Meeting and switches the Calendar to that date with the current view.

User Settings:
–Added the following User Settings under a new section called Test Steps.
•Show Vendor Column by Default turns on the Vendor column by default on the Test Steps page
•Show Assigned User Column by Default turns on the Assigned User column by default on the Test Steps page
•Show Username Column by Default turns on the Username column by default on the Test Steps page
•Show Password Column by Default turns on the Password column by default on the Test Steps page

This month we had a number of fixes and enhancements deployed in TransIT. This month’s features include:

Home:
– Added a new look and feel

Plans
– Added ability to in line change to cells that have a control type of custom reference list

Timelines:
– Ability to create a Timeline from a Plan via a spreadsheet

Workflow:
– Ability to build workflows using AI
– Added filter views to Workflow Dashboard

Scripts:
– Added functionality to assist adding header details from Script page

Testing:
– Ability to use assigned field to new issue box

Org Settings:
– Added clearer wording and ability to schedule 7 days out
– Schedule job history report now shows the correct time zone

TransIT has always been focused on creating an integrated platform where teams can run an entire project from within a single tool. We’ve had the workflows and testing portion there, but today we launch Projects. With Projects, we have many new features and applications all focused on helping you manage your projects.

This month we had a number enhancements deployed in TransIT.

This month’s features include:

Home
– Added separate columns for total steps left and your steps left to Testing tile
– Added Issues Tile to Home Page

Plans
– Added ability to add and manage views on the Plans Dashboard
– Removed the 6-minute auto refresh on the Plans page
-Added ability to create a custom field using Date control type in Customize Columns
– Added Plan as a filter option (Bookmarks)
– Added ability to include hyperlinks in rich text cells (comments and text area)
– Added preview in Customize Columns
– Added ability to auto-create custom columns in a Plan using import from Excel when creating a new Plan

Timelines
– Added ability to link an existing or new Plan to a Timeline task
– Added ability to display Issue details once an issue is logged against a task
– Added Status column
– Added ability to enter Start and Finish dates
– Added Customize Columns

Scripts
– Added Position column to Scripts (hover to display log in information)
– Added ability to review Test Notes from a Script

Testing
– Added ability to see position information on Test Dashboard page (hover)

Issues
– Added paste from clipboard inside a comment to be a clickable image to enlarge
Added Project and Test Round options for Manage Views
Added ability to @someone in an issue comments
Added Teams to manage filters and bulk edit options

Org Settings
– Added ability to restrict individual User access to specified projects
– Added Teams to an individual User record
– Added ability to change email notifications template
-Added Teams to Project User Access
– Added ability to notify on Upcoming or Overdue tasks from Job Scheduler

User Settings
– Added setting to follow issues automatically when you commenting
– Added ability to choose All issues or Open issues as a default view on Issue Dashboard

This month we had a number enhancements deployed in TransIT.

This month’s features include:

Timelines is Live!
SSO is now available
Self service password reset

Home
– Added your steps left and total steps left for entire test round columns

Plans
– Added ability to add custom bookmarks and filters

Timelines
– Added default calendar displaying weekends and default day 8 hours

Scripts
– Added ability to filter on Module column
– Added right click find and replace to Script Steps page
– Added a toolbar search to find words in a Script
– Added Position log in information on Scripts steps page

Issues
– Added Labels & Tags to New Issue window
– Added ability to include Labels & Tags for Bookmarks
– Added pop out window when updating Issue Severity/Impact and Vendor/Application and Vendor/Application
– Added Org Setting Icon for each field window
– Added ability to follow issues
– Added ability to remove or add a user to follow or unfollow an issue
– Added custom columns on Issue Dashboard (user preferences override hide/unhide columns)
– Added Test Script & Test Step columns on Issue Dashboard
– Added ability to sort on Labels and Tags
– Added ability to import Issues from Excel
– Added paste from clip board inside comments to be a clickable image

Org Settings
– Added view all history (replaces 90-day view)
– Added Schedular Dashboard (automatic email notifications)

User Settings
– Added ability to restrict access to projects per user

General
– Added error message when a blank username or password is used to sign in
– Added dark mode option

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes include:

Plans
-Added new bulk edit ability on Plans Dashboard
– Added ability to Label Plans

Issues
– Added Closed Date displaying within an issue (Issue must be in a closed status) and ability to add the Closed Date to your Issues views
– Added ability to rank issues within a priority
– Added comments & attachments popup windows
– Added ability to Label & Tag issues
– Added Labels & Tags to the right click bulk edit options
– Added default Vendor to new issues based on recently logged issues (within 60 days)

Org Settings
– Added Labels to Org Settings

User Settings
– Added Labels, Tags and Closed Date to column display for a Use

This month’s new features include:

Plans
– Fixed right click change from Plans Dashboard displaying blank screen
– Fixed selecting text area using mouse not working correctly
– Fixed right click change values displaying in the wrong custom columns
– Fixed right click change start date not saving start date
– Fixed right click change Project missing from bulk edit options

Workflows
– Fixed right click change from Workflow Dashboard displaying blank screen

Modules
– Fixed Open Review Panel icon missing

Scripts
– Fixed the ability to increment header details
– Fixed sections not importing via Excel
– Fixed adding a step day defaults to 0
– Fixed right click Facility change (bulk edit allows for unlimited steps to be updated)
– Fixed right click Insert Module not displaying Application

Org Settings
– Fixed changing a name on a User Record reflects updated name in TransIT
– Fixed Impacts and Severities displaying in drop down menus when marked for deletion

This month we had a number of fixes and enhancements deployed in TransIT.

This month’s fixes include:

Plans
Fixed Plan dependencies not included when copying a Plan
Fixed custom column values moving after adding a new custom column
Fixed Mark Completed only updating 1st row when multi selecting activities
Fixed comments not saving correctly on Plans Dashboard

Workflows
Fixed adding an Application inside a Module not saving your selection
Fixed viewing a Workflow writing to the system log
Fixed default cursor to selection field when selecting a Module or Outcome
Fixed creating a new Workflow taking you to the Workflow Dashboard page not the Workflow
Fixed Workflows create copy not retaining custom column values
Fixed sort arrow on Workflow Category not displaying results
Fixed updating a Module from a Workflow diagram updates the updated field on Modules page
Fixed creating a new Workflow opens in edit mode

Modules
Fixed when adding an Application to a Module saved but did not display when adding to a Script
Fixed when importing Global Modules, the project will be set to your default project
Fixed search box searching deleted Module steps
Fixed Find and Replace not searching Outcome column
Fixed Vendor Application not displaying in drop-down

Scripts
Fixed search box looking at inactive rows inside the Script
Fixed Application changes from a Script not displaying correctly in a Test Round (1478)
Fixed Application drop down to only display Applications associated with the Vendor
Fixed some Sections not displaying in the drop-down list
Fixed all Applications displaying in the drop-down list
Fixed deleting a step in a Functional Script not writing to the change log
Fixed filtering on Scripts page not retaining original step numbers

Testing
Fixed URL contained in email received for test step reminders
Fixed Test Steps reverting after being passed (multi steps right click option / individually actioning the next step / remaining on the same page)
Fixed test round actions not saving if test script was removed
Fixed filtering on outcome column on Test Step page

Issues
Fixed filtering issues by Test Round not displaying all Issues logged against the Test Round
Fixed resolution field not writing to the change log

Org Settings
Fixed inactive projects displaying in the projects list
Fixed changing Project name not updating across TransIT

This month’s new features include:

Workflows
Added typing [ in the action or outcome displays a pop-up list of existing header details to select

Modules
Added ability for inline editing of Modules
Added review Modules utility
Added ability Export / Import Modules

Scripts
Added ability to reset your header details to match Org Settings
Added review Scripts utility
Added ability to bulk upload images from Excel (action column)

Testing
Added red flag to indicate the Test Note step requiring correction
Added floating Go To Step icon for locating a test note
Added new Issue / Test Note icons on test steps page
Added search back when linking an Issue on Test Steps page
Test Steps page upgrade

Issues
Added Issues dashboard page displays open issues only by default
Added snapshot summary chart icon for filter issue lists
Added review filter list icon
Added review issue windowpane (same as Modules and Scripts)

Org Settings
Added ability to import from Excel for Projects
Added ability to review Vendor & Vendor Applications in Modules and Scripts

User Settings
Added ability to set columns and sorting preferences per user
Added ability to reset all grid layouts
Added grid layout restore after logout (filters, sorting and hidden columns)

General
Added new bulk edit option window