What’s New?
️ Date Format Consistency
To ensure users outside of the United States have a consistent experience, changes have been made to how date formatting is configured throughout GivingData. Dates will be displayed in a format that matches the norm for your region, while eliminating any ambiguity on the format of the date displaying the day or month in short form.
💡 Easily interpret meeting dates or task due dates and enjoy a consistent experience!
Super Search: New Landing Page and improvements
A new Super Search landing page brings together everything in one place: start a new search, re-run previous ones, or manage saved searches, with access to up to 10 recently run searches (even if unsaved). Filters now appear on the same page as search results, making it easier to adjust criteria on the fly and helping new users quickly see what’s possible. Column widths can be adjusted to be smaller than before, giving you more flexibility to adjust your view. Easily copy and paste data from a cell within your results list for quick data management. Mouse over a column value to quickly see its full contents.
💡 Find what you need faster and take action right from the results with a smoother, more flexible search experience.
📚Learn More: Super Search
👓 New Page Access Permissions
New user role permissions have been added to configure which roles have access to certain pages. Reach out to your CSM or Support if you do not have access to a page that you could access previously.
🛠️ Improvements
️Assign Codes to Records with ease!
The process to add new codes has been simplified into an easier process with less clicks. First, select all of the code types you would like to assign to the record, then select each code attribute on the next screen.
📚 Learn More: Assign Codes to Records
⚡ Workflow Automation - Additional Criteria Options!
In Workflow Settings, you can now choose from an expanded list of criteria options when automatically adding workflows to requests. These new options give you more flexibility and control over how workflows are applied.
📚 Learn More: Build a Workflow Template
️
New Standard Menu for Dashboards and Reports!
A new standard menu for Dashboards and Reports has been established. If you previously set a specific order for your Dashboards navigation menu, it will now default to our standard order.
Standard Reports - Updated Look and Feel
A new look and feel has arrived for the Approval Summary Report and Pending Summary Reports! You’ll notice a more sleek list view of results with filters to narrow down the dashboard by Request Status and Primary Staff.
📚 Learn More: Standard Reports
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
- Super Search: Organization Super Search that has criteria of an Organization code “is missing” was not working correctly to filter the data to records that were missing the code. This has been resolved.
- Workflow Tasks - Dependencies: The ability to edit a Workflow Task dependency was missing from the Task modal. This has been resolved.
- In App Notifications: Notifications for task due dates were not being sent to users as in app GivingData notifications if they had the notification preferences to not send an email for task due dates. This has been resolved and now users who chose to only receive notifications in GivingData will receive them in the app.
- Grantee Portal Intake Form – Printing: When printing an intake form that has the Objective field type, the information entered in this field was not appearing when printing. This has been resolved.
- Workflow Templates – Due Dates: When creating a workflow template, the field to “set task due dates based on” was unable to be left blank. This has been resolved, a date no longer is required.
- Grantee Portal Intake Form – Conditional Display of Fields: Conditional display of fields based on drop down question response that includes decimal places was not triggering the conditional field to display. This has been resolved and the conditionally displayed field will display based on the specified response.
- Grantee Portal Intake Form – Import: Fields that were conditionally displayed based on drop down questions were not importing. This has been resolved and the conditionally displayed fields will import.
- Workflow Task Due Dates: When building out a workflow template, there was no way to have a task due date as blank once a value was input. This has been resolved. If a due date has a value of “0” days, then the due date is today. If the value is empty, then due date will be empty.
💡 If you encounter any issues, reach out to our support@givingdata.com—we're happy to help!
📀 Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.
No Changes.
Known Issues
The Approval Summary and Pending Summary reports cannot be exported to PDF. This will be resolved in a future release.