New and changed features in version 8.1.0
New and changed features in version 8.1.0 are described in the following tables. For more information, see IBM OpenPages with Watson New Features Guide.
Platform enhancements
For information about... | See topic... |
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The new setting | Exclude object types in Filtered List Views from export |
The new setting | Hide the Export feature in filtered list views for user profiles |
The new setting | Exclude object types in Filtered List Views from bulk updates |
The new setting | Hide the Bulk Update feature in filtered list views for user profiles |
The Task Focused UI, where up to five levels can be exported. | setting now also applies to exports in theNumber of levels to export in the Filtered List View |
Version numbers were removed from names of profiles. For example, a profile that was named OpenPages RCM 7.3.0. Master in previous releases is now named OpenPages RCM Master. Go to | to view profiles.|
The new application permission | Types of application permissions and Processing regulatory events by using rules |
The new application permission | Types of application permissions and Configuring the Thomson Reuters import |
The new setting | Maximum rows in exchange rate upload file |
Solution enhancements
See the IBM OpenPages with Watson Solutions Guide for a complete list of all the changes to solutions.
For information about... | See topic... |
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Configuring the new Thomson Reuters connector in IBM OpenPages Regulatory Compliance Management. | Thomson Reuters Connector |
Administration and serviceability enhancements
For information about... | See topic... |
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The new app-nodb parameter for the OPBackup command. The
new parameter backs up everything except the OpenPages database. |
Running the OPBackup command |
The new app-nodb parameter for the OPRestore command. The
new parameter restores everything except the OpenPages database. |
Running the OPRestore command |
Task Focused UI
For information about... | See topic... |
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The new home page, profile-driven dashboards, and user-configured dashboard panels. | Home page, dashboard, and tabs in the Task Focused UI |
The new permission on role templates that enables administrators to configure dashboards by
profile: |
Setting up the Task Focused UI |
The new Analytics link in the banner that enables access to the IBM Cognos® Analytics. | Types of application permissions |
Enhanced formatting for inline guidance. | Adding inline guidance |
Relationship fields as key fields in User Guidance. | Adding user guidance |
Single stacked bar charts in chart relationship fields in task views. | Adding a chart diagram |
Zone-based and count-based heat maps in chart relationship fields in task views. | Adding a chart diagram |
Hidden or visible rules can be applied to inline guidance for sections. | Adding inline guidance |
When adding files (attachments), multiple versions of the same file can now be added, viewed, and downloaded. The new Versions component can be added to task views for files (SOXDocument) object types. | Adding files (attachments) to task views |
Import and export is now supported. Up to five object type levels are supported. | Number of levels to export in the Filtered List View |
Enhancements to key items and the new ability to validate actions by using Select an action to validate in a user guidance panel. | Adding user guidance |
The new Sibling relationship type on relationship fields. | Adding and configuring relationship fields on views |
Application text, object text, and settings can now be defined in the Task Focused UI. Search functionality is greatly enhanced compared to the Standard UI. | Modifying application text in the Task Focused UI |
FastMap import and export can now be used in the Task Focused UI. | Accessing FastMap in the Task Focused UI to import data and view status Using the FastMap import status report window in the Task Focused UI |
Business entity selector fields are now supported in Grid Views, Creation Views, and Task Views. | Adding a business entity selector field |
The Configuration Audit Report now tracks changes that are made to dashboards in the Task Focused UI. | The Configuration Audit Report |
Dashboards can be migrated from one environment to another environment by using Export Configuration and Import Configuration or the ObjectManager tool. | Exporting and importing dashboards |
If single sign-on (SSO) is used, system notices display on the dashboard. | Defining messages and behavior on the login screens |
GRC Workflow
For information about... | See topic... |
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Users who define workflows in the GRC Workflow Designer now have access to all objects and fields, regardless of their profile. In previous releases, workflows depended on profiles for access to objects and fields. | |
Starting workflow instances in bulk with the Start Workflow option from the Workflow List. | Starting workflow instances in bulk |
Customizing the summary email notifications that are sent to administrators who start workflow instances in bulk. | Customizing the email notifications |
Relationship fields as field overrides in workflow properties. | Defining a standard stage |
Adding comments to workflow actions. | Designing a workflow |
The new system workflow fields for workflow comments:
The new system workflow fields that track the user who completed the last action and the user who started a workflow:
Oversight users, assignees, and subscribers can be set to these fields. The fields are available in conditions where you can select A field in the current object or A field in a related object. |
System workflow fields |
Added a variable [$WORKFLOW_ACTION_USER$] . It contains the user who
completed the current action. It is used in the email template to show the user who sent an email
notification. |
Using variables, functions, and fields |
Added new variables that can be used in automated workflows to pass values from a rule to the
workflow:
|
Using variables, functions, and fields |
Validations and operations in a workflow action are now combined in one section, Validations and Operations. You can control the order that they are performed in. | Defining a workflow action |
Sections in a task view can be hidden, initially collapsed, or initially expanded per workflow stage. | Defining a standard stage |
The new ability by workflow stage to define access control as read-only for non-participants. | Defining a standard stage |
Sending email notifications when a workflow ends. | Defining an end stage |
Starting another workflow when a workflow ends. | Defining an end stage |
The new operation types in workflow actions:
|
Defining a workflow action that creates objects |
The new Target Objects field on a set fields operation type on a workflow action can be used to set fields on related objects. | Defining a workflow action that sets fields |
The new matches any operator on comparison statements in applicability,
validations, and conditions. It is available only for enumerated fields. |
|
The End User option was added to comparison statements in applicability, validations, and conditions. It is available only for enumerated fields. | Defining workflow properties
Defining a workflow action that creates objects Defining a workflow action that runs a custom action Defining a workflow action that locks or unlocks objects |
The ability to add oversight users to workflows and assignees and subscribers to stages from multiple sources, for example, a specific user, a field on the current object, and a field on a related object. | Defining workflow properties |
The ability in workflows to reference system workflow fields on related objects. In applicability, conditions, validations, user assignments, and Filter By criteria where you can choose a field in a related object, you can now choose system workflow fields. | System workflow fields |
For workflows that are defined to auto-start, a workflow is now launched when an object is created by copying another object. Previously, copy was not supported for auto-start workflows. | Defining workflow properties |
The new Automated option on workflow properties. Automated workflows are used by IBM OpenPages Regulatory Compliance Management. | Defining workflow properties |
The trim function. |
Using variables, functions, and fields |