Rule Enhancements, Editable Pipelines: RMS 116

The Bipsync Research Management System is now on release 116. This is a minor update with improvements and fixes that include:

  • Improvements to Automation Rules
    • The ‘Create Task’ rule now associates the new task with the content that caused it to be created. So if a rule is set to assign a task to someone whenever a note is tagged to a company, the task is related to the note and is tagged with that same company.
    • A new condition to trigger rules when the value of a ‘Yes/No’ field changes.
  • A new configuration option to save a comment immediately when the comment box loses focus, for example when clicking elsewhere in the application.
  • The ability to limit the editing of pipelines to only those users who are within a particular user group.
  • A fix for users sometimes being signed out unexpectedly.
  • Improvements to Compliance Report performance when dealing with large reports.
  • A fix for notes sometimes being marked as updated when opened for reading.
  • A number of performance improvements.
  • Many other fixes and improvements.

As usual, please get in touch with your suggestions and questions.