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Certa platform updates: June 2023 release notes

June 3, 20233 min read

New platform features

Powerpoint report export now available

Dashboard visualizations can now be exported as a Powerpoint (.PPT file type). Users can click on the ellipsis at the top right corner of the dashboard and select “PPT” from the dropdown menu. This will open a modal allowing users to deselect specific charts and download them into a single PPT. Users can also individually export visualizations by clicking on the ellipsis at the top right corner of the chart and selecting PPT from the dropdown menu. Please note that this feature is not available for Tabular reports.

Dashboard menu with Export As open, offering PDF, PNG and PPT, with PPT highlighted
Select Reports to Download window with checkboxes to choose which dashboard reports to export

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Platform enhancements

Improved rich text field

Users can now use the enhanced Rich Text field type, which has been considerably improved in terms of latency and performance. Kindly note that by default, the older version of Rich Text field is available. This can be enabled via Admin Panel by adding ENABLE_NEW_RTE inside the specialFeatures against the CUSTOM_UI_LABELS attribute within the Constance Config.

Workflow step with the rich text field, showing a formatting toolbar above an empty text area

User group mention exclusion

Certain user groups can now be excluded from being tagged in a comment thread within the comments pane in a workflow. This can be enabled via the Admin Panel by adding relevant user groups (separated by comma, with no space) against the GROUPS_EXCLUDED_FROM_TAGGING attribute within the Constance Config.

AND/OR reporting filters

Users can now create AND / OR filters in the reporting UI. This can be extended to build more complex filters like nested AND / OR. Clicking on + Append Query adds a filter at the same level, while clicking on + Append Group Query adds a nested filter. Users can select the operator AND or OR from the dropdown.
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Report builder custom filter condition with an AND/OR dropdown and Append Group Query and Append Query buttons

Threshold percentage for pie chart labels

Users now have the ability to establish a specified percentage threshold below which data labels in a pie chart will not be displayed. This will only be visible in the UI when the Show value labels option is toggled on.

Certa report builder with the Percentage Threshold setting highlighted beside a pie chart preview

Tabular reporting improvement

When generating tabular reports, users can now effortlessly select all desired attributes within Swimlanes attributes, Step attributes, and Step level by simply clicking on the convenient Select All option provided in the cascading menus of the user interface. This time-saving feature eliminates the need for users to manually add each field individually.

Certa tabular report builder with the Select All option highlighted in the Step attributes menus

Impersonation control

An additional permissions has been added for the impersonation feature. The new View As option will now be visible only if the user/group has been given the appropriate permissions to impersonate another user.

Certa profile menu showing the View As option and a user list for viewing the platform as another user

Studio enhancements

Notification configuration improvements

When configuring email notifications, users can now:

  1. Include static email addresses in the To Emails field, along with the option to select from a dropdown list of fields. This enables users to specify recipients to whom mail replies should be directed, providing greater flexibility and control over email communication.
  2. Choose from mail, text and char fields in both the To Emails and the Reply To Field dropdown fields.
Certa Studio email step settings with the To Emails and Reply To Field fields highlighted

Required field * visibility

Required fields with lengthy names exceeding the view limit are now visually indicated by the addition of an asterisk * suffix. This helpful feature eliminates the need for users to open the field details for verification, allowing them to quickly identify the required fields at a glance.

Certa Studio field list where a required field with a long, truncated name ends in an asterisk

Drawer improvement

To enable a more seamless user experience, the Studio drawer now features a directional arrow attached at the top. When its open, clicking on the arrow will collapse it. When the drawer’s collapsed, clicking on the arrow will expand it.

Certa Studio ESG questionnaire with the collapse arrow highlighted at the top of the field drawer

More resources

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