Universal automatic sending of reports, deadline reminders on configuration items, simple filter in tasks

5. May 2024

New Universal Reports for most modules. Allow automatic emailing or saving to a file on a schedule

Version 3.2.1 introduces Universal Reports, which allow you to quickly create reports in the module you are currently in. Simply set up a filter and then select Create New Report from the hamburger menu.

In addition to the report content, it is possible to configure the report generation schedule and automatic emailing or saving to an FTP server. The recipient of the report can be users registered in CDESK as well as external addresses.

You can find the rules of all reports in Reports -> List of Reports, from where you can also download reports manually directly to your computer. The reports can be in CSV, XLS, XSLX, DOCX, PDF and HTML formats. Selection of formats – according to what is incorporated in each module.

Tlačidlo pre vytvorenie Univerzálneho reportu — **Figure:** Button to create a Universal Report

Konfigurácia názvu a formátu reportu — **Figure:** Configuring the report name and format

Konfigurácia automatického odosielania reportu — **Figure:** Configuring automatic report sending

A new Reminder Tool has been added for configuration items to remind you of deadlines such as support expiration, certificate expiration, upcoming revision deadline, etc.

In version 3.2.1 comes with a new Reminder Tool for the Configuration Database. As the name suggests, this functionality is used to remind important dates associated with configuration items.

The Date Reminder Tool can be set within any User-Defined Field that is added to the Configuration Item Type. This field will then be displayed on each configuration item classified under that Type.

When configuring the reminder tool, it is set how many days before and after the deadline the request can be automatically generated and what colour the item will be highlighted in the list of items at a given time.

For better clarity, a new List of Reminders has been added in the menu under Configuration Database, where all items with a set date by which reminders are generated are displayed.

Nastavenie na Type položky, aby sa podľa daného dátumového poľa generovali pripomienky — **Figure:** Setting on Item Type to generate reminders according to the date field

Nastavenie pripomienkovača — **Figure:** Reminder Tool settings

Nový Zoznam pripomienok — **Figure:** New List of Reminders

A simple filter added to the Tasks module

So far, the simple filter has only been present in the list of requests. With the last update it was added to the list of tasks.

The simple filter contains only the most used terms and offers easier operation. Compared to the advanced filter, working with the simple filter is faster. However, the advanced filter contains all the conditions and allows configuration of conditions that is not possible in the simple filter.

You can read more about how to use the simple filter in this manual.

Jednoduchý filter v zozname úloh — **Figure:** Simple filter in the list of tasks

List of fixes 3.2.1

Read more about the other new features of version 3.2.1

Requests

Save discussion post to Ext-mail

After sending a discussion post, it is now possible to save the post as Ext-mail. In the hamburger menu that appears on a given discussion post you need to select the Create Ext-Mail option. A modal window will then open to create a new ext-mail, with the content of the discussion automatically inserted as the message description.

Tlačidlo pre vytvorenie ext-mailu z diskusie — **Figure:** Button to create an ext-mail from a discussion

Modálne okno pre odoslanie ext-mailu z diskusie — **Figure:** Modal window for sending ext-mail from discussion

When writing Ext-mails, drafts are being created

Until now, it was not possible to create drafts from an Ext-mail post. If a post was not sent, it was not saved anywhere. This functionality was added in version 3.2.1. The draft saves the recipient, the copy, the attachments, the tagged attached attributes and attachments from the request, the selected template, and the signature.

Draft vytvorený v Ext-maily — **Figure:** Draft created in Ext-mails

**In the My Requests widget, under I Am the Originator, among the Total Not Completed, requests in the Completed status have been added if the Accepted Completion status is enabled**

The My Requests to Be Solved in Numbers widget contains three parts: I Am the Only Assignee, My Assignee Groups and I Am the Originator. With the 3.2.1 update, a change has been made to the number display in the I Am the Originator section to show the total number of pending requests.

If the Accepted Completion status is used on the environment, then requests in the Completed status are counted among the pending requests. However, if the environment does not use the Accepted Completion status, then the Completed status is considered as the final state of the request closure. Therefore, if requests have this status, they will not appear among the Total Not Completed.

Zobrazenie celkového počtu neukončených požiadaviek vo widgete Moje požiadavky na riešenie v číslach — **Figure:** Viewing the total number of pending requests in the My Requests to Be Solved in Numbers widget

A new section has been added to the requests template for customizing visibility and deadline obligations

Setting which deadlines will be registered on the request and their obligation was previously set only globally for all requests in Global Settings -> Requests -> Basic Settings. With version 3.2.1, the option to configure deadlines separately for each request template has been added. If a deadline is enabled in the global settings, its visibility and obligation can be set on the template independently of the global settings. All these settings are configured on the template in the Request Deadlines section.

Sekcia Termíny požiadavky na šablóne požiadavky — **Figure:** Request Deadlines section of the request template

The display of the list of branches in the request detail has been optimized for smaller resolutions

In previous versions, the window for selecting branches in the request detail was not displayed in full if a lower resolution was set. Therefore, with version 3.2.1 came an optimization to make the selection of branches seamless even at lower resolutions.

Výber prevádzok na požiadavke — **Figure:** Selection of branches on the request

Fulfilments

The pdf export of the list of fulfilments can also include leave requests displayed in the list of fulfilments

The previous update came with a feature to display leave requests in the fulfilment list. It has now been updated to include the leave request records in the pdf export of the fulfilment list.

Projects and Project Deals

The top bar was anchored in the Gantt chart. When scrolling, it still appears on top

On top of the Gantt chart, a bar containing the controls is displayed. This bar has been anchored so that it still appears at the top even when scrolling down.

Horná lišta Ganttovho diagramu — **Figure:** Top bar of the Gantt chart

Floating Save button added to the Gantt chart

In the CDESK system, floating buttons are used as standard, which are anchored on the right side of the record. Since version 3.2.1, the floating save button is also displayed in the Gantt chart.

Plávajúce tlačidlo Uložiť zobrazené v Ganttovom diagrame — **Figure:** Floating Save button shown in Gantt chart

The attachment upload zone is displayed in the project documentation even if no project documentation is uploaded

With the last update, it was added that the Project Documentation tab displays a field to upload attachments even if no project documentation is uploaded. In previous versions of CDESK, it was only displayed after an attachment on the Project/Project Documentation was marked as project documentation.

Zobrazenie poľa pre nahratie projektovej dokumentácie, aj keď sa na záložke Projektová dokumentácia zatiaľ nič nenachádza — **Figure:** Displaying the field for uploading project documentation, even if nothing is yet on the Project documentation tab

A subcontract is automatically pre-populated on the registered invoice if the linked project deal has just one subcontract linked to it

The new update also simplifies the selection of the subcontract on the registered invoice. If the linked project deal has only one subcontract, this subcontract is automatically pre-populated on the registered invoice.

When a customer on a project deal is changed automatically, the change is written to the project deal history

When a customer is changed on a Project, it is automatically changed on the associated Project Deal. From now on, this change is also recorded in the History tab on the Project Deal.

Zmena zákazníka, ktorá sa na Projektovej zákazke vykonala automaticky, bola zapísaná na záložke História — **Figure:** The customer change that was made automatically on the Project Deal was entered on the History tab

Offers

Offer export modified to contain only accepted items

In previous versions, when exporting an offer, the unaccepted items were also exported. Since version 3.2.1, only accepted items are included in the export.

Export na ponuke obsahuje iba akceptované položky — **Figure:** Export on the offer contains only accepted items

The columns for the individual items have been rearranged in the offer detail. First the offered quantity/price is displayed and then the accepted quantity/price

In the summary of the offer there are columns with information about the quantity, the price without VAT and the price with VAT. Each column is divided to show the offered and accepted value. In version 3.2.1 a modification has been made to display the offered value first and then the accepted value.

V súhrne na ponuke sa najskôr zobrazuje ponúkaná hodnota a potom akceptovaná hodnota — **Figure:** The summary on the offer first shows the offered value and then the accepted value

Message Processing

When processing messages, a request is automatically created even from a message that does not contain text. ~empty message ~ is automatically added to the request description

The Message Processing module allows you to create requests from received messages. At the same time, when creating a request, it is mandatory to specify a description, otherwise the request will not be saved. In practice, however, a situation may arise when a message arrives in the CDESK system that does not contain a description, only a subject. To be able to create requests from such messages by automatic processing, the text “~empty message ~” is inserted into the description of the request.

Požiadavka vytvorená automatickým spracovaním zo správy, ktorá neobsahovala žiaden popis — **Figure:** Request created by automatic processing from a message with no description

Configuration Database

In the configuration item detail, the description is displayed next to its name at the top of the screen

If a description is added to a configuration item, it is displayed next to the name in the item details.

Zobrazenie popisu vedľa názvu konfiguračnej položky — **Figure:** Displaying a description next to the name of a configuration item

Documents

In the list of Registered Invoices and Receipts, the possibility of selecting columns has been incorporated

The columns to be displayed in the list are set by default in the CDESK system using the cogwheel icon. This selection of columns has also been incorporated into the list of Registered Invoices and Receipts.

Výber stĺpcov v zozname Prijatých faktúr a bločkov — **Figure:** Selecting columns in the List of Registered Invoices and Receipts

The Project Deal Name and Project Deal Code columns in the list of Issued Invoices display the names/codes of all project deals linked to the project deal

The columns Project Deal Name and Project Deal Code are also displayed in the list of issued invoices. These columns now display the names/codes of all project deals linked to the project deal.

V stĺpcov Názov projektovej zákazky a Kód projektovej zákazky sa zobrazujú názvy / kódy všetkých projektových zákaziek prepojených s danou projektovou zákazkou — **Figure:** The Project Deal Name and Project Deal Code columns display the names/codes of all project deals linked to the project deal

In the List of Issued Invoices, the last set filter is remembered

Since version 3.2.1, the last set filter is remembered in the List of Issued Invoices. This means that when you leave this module, the filter is not reset and will be kept when you return to the module.

V zozname Vystavených faktúr sa zapamätáva naposledy nastavený filter — **Figure:** The last set filter is remembered in the List of Issued Invoices

Leave Requests

A caveat has been added in case the substitution on the request does not cover the entire duration of the request

There may be a situation where a substitution set up on a leave request would have a shorter duration than the request itself. It has been refined to display a message in such cases that the substitution does not cover the full duration of the leave request. The message is displayed if the substitution on the request is mandatory and the request is in the In Preparation status.

The calendar display of leave requests modified to Full Username and Leave Type

The format for displaying leave requests in the calendar has been modified. It is now displayed in the form: full username, leave type

Nový formát zobrazenia žiadosti o voľno v kalendári — **Figure:** New format for displaying leave request in the calendar

Custom Print Reports

User-defined fields from Address Book -> Company can be included in custom print reports

In the company detail on the Other Information tab, you can add User-Defined Fields for the company. If these fields are global, you can also include them in custom print reports.

Používateľom definované polia, ktoré sú nastavené na spoločnosti je možné nastaviť vo vlastnej tlačovej zostave — **Figure:** User-defined fields that are set to company can be set in a custom print report

User-Defined Fields

Checkbox names are more neatly displayed next to the checkbox

In previous versions of the CDESK system, the checkboxes were displayed under the checkbox names. To make the display neater, we have modified this display so that the names appear next to the checkboxes.

Nové úhľadnejšie zobrazenie checkboxov — **Figure:** New neater checkbox display

Approval

When creating a free approval, the template is pre-populated if only one template is created for the free approval

To create a free approval process, it is necessary to have at least one template established for this type of approval. If only one template is based on the environment, it is automatically pre-populated when you enter a free approval.