Overview of new features and enhancements

This section provides an executive summary of the features and enhancements in this release. For more information, see What's new in 2020.1.

Save data from a data grid

You can now edit values in a Data Grid component and then save the changed data back to the database. If the grid contains calculated columns that reference editable columns, the calculations can update live to reflect the latest user edits. This feature expands the available options in Axiom forms to allow users to review, edit, and save data.

Example Data Grid with editable columns to save data

User-selected rejection steps in plan file processes

Plan file processes now support user-selected rejection steps. When a step owner rejects the plan file, they can choose the step that the plan file should return to. This feature provides additional flexibility for plan file processes to meet your organization's particular process requirements.

Example approval step with user-selected rejection

Axiom form enhancements

  • Data Grid components and Fixed Report components have been enhanced to accommodate a wider variety of use cases:

    • Calculations can now optionally be performed pre-aggregation or post-aggregation, depending on whether the calculation should be applied to the underlying data rows or to the report's grouping level.

    • You can now define conditional calculations for calculated columns, so that the calculation applied to rows can vary based on a condition.

  • You can now process another document synchronously from within an Axiom form, so that the form immediately has access to the data saved by the document. This option can streamline form setup and potentially improve form performance by extracting process-intensive tasks to a dedicated document.

Other enhancements

  • A more flexible and feature-rich option is now available to define calc method variables, which are used to prompt users for information when inserting rows into plan files. The CalcMethodVariables data source supports more variable types, as well as the ability to dynamically change the variable configuration based on information in the file.

  • Administrators and process owners can now move plan files to different steps in a plan file process using either the web Process Directory or the Process Routing page. This expands the ability to make administrative adjustments to a plan file process within the Web Client.

  • Plan file processes can now automatically copy plan files to another file group when a process step is completed. This feature can be used to support file group versioning in conjunction with a plan file process.