WorkFlow Manager Release Notes...December 13, 2013 WorkFlow Manager Release Notes 8 • Changing the Language Preference on the Options Page If you would like to change your language

WORKFLOW MANAGER RELEASE NOTES

NEW FEATURES * OPEN ISSUES * ADDRESSED ISSUES

RELEASE DATE: DECEMBER 13, 2013

ONESOURCE.THOMSONREUTERS.COM

December 13, 2013 WorkFlow Manager Release Notes

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PROPRIETARY MATERIALS

No use of these Proprietary materials is permitted without the express written consent of or license from ©1999-2013, Thomson Reuters/Tax & Accounting. Altering, copying, distributing, or reproducing any of these proprietary materials in any manner is expressly prohibited.

SOFTWARE LICENSE AGREEMENT

The right to use the software product described in this workbook is specifically conditioned upon your execution of and compliance with the Tax License Agreement with ©1999-2013, Thomson Reuters/Tax & Accounting.

All contents copyright ©1999-2013, Thomson Reuters/Tax & Accounting. All rights reserved.


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WORKFLOW MANAGER RELEASE NOTES 33BABOUT THIS DOCUMENT

This document provides release notes, known issues, and addressed issues for the December 13, 2013 release of WorkFlow Manager.


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7BTABLE OF CONTENTS NEW FOR ALL WORKFLOW TOOLS APPLICATIONS ................................................ 6

Globalization Enhancements to WorkFlow Tools Applications ............................................... 6

Changing Your Language Preference ............................................................................... 7

Submitting Feedback ........................................................................................................ 8

Changes to Microsoft Windows XP Support ........................................................................... 9

0BNEW FOR THIS RELEASE .......................................................................................... 10

Rules-based Workflows ........................................................................................................ 10

Serial and Parallel Workflows ............................................................................................... 10

All Workflow Types ................................................................................................................ 10

Document Browser ................................................................................................................ 10

WORKFLOW MANAGER – RULES-BASED WORKFLOWS .......................................11

Rules-based Custom Workflow Field Populates the Workflow Due Date Field (All Users) .. 11

Ability to Roll Forward Documents from a Rules-based Workflow (Administrators Only) ..... 12

WORKFLOW MANAGER - SERIAL AND PARALLEL WORKFLOWS ....................... 13

Ability to Override Default Roll Forward Settings for Custom Workflow Fields (All Users) ... 13

Ability to Establish Roll Forward Settings for Custom Workflow Fields (Administrators Only)13

Ability to Prevent Users From Overriding the Default Roll Forward Settings for Custom Workflow Fields (Administrators Only) .................................................................................. 14

WORKFLOW MANAGER – ALL WORKFLOW TYPES ............................................... 16

Addition of Auto-Save Functionality to the Workflow Folder Delivery Instructions Tab ......... 16

Ability to Specify Multiple Values in the Index Drop-down Type Search Fields on the Documents Search Dialog Box ............................................................................................. 16

Ability to Add a Document from the Documents Tab on the Task Properties Dialog Box ..... 17

DOCUMENT BROWSER .............................................................................................. 18

Ability to Specify Multiple Values in the Drop-down Type Index Search Fields within Document Browser ................................................................................................................ 18


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OPEN ISSUES ............................................................................................................... 19

WorkFlow Manager – Rules-based WorkFlows .................................................................... 19

Rule Engine Performs Incorrectly When Creating Identical Workflow Fields in Primary Rules-based and Supplemental Templates .................................................................... 19

WorkFlow Manager – My Work ............................................................................................. 19

Using Multi-Select Does Not Update All Tasks ............................................................... 19

6BADDRESSED ISSUES ................................................................................................... 19

WorkFlow Manager – Rules-based Workflows ..................................................................... 19

Link Between Entity and Supplemental Workflows is Invalid When an Update to Workflow Properties is Saved ......................................................................................................... 19

Bulk Instantiation or Roll Forward No Longer Fails If Tax Accounting Period Dates Are Hidden in the Template ................................................................................................... 19

Overwriting the Due Date Does Not Update the Original Due Date in a Rules-Based Workflow ......................................................................................................................... 19

Rules No Longer Misfire Between Primary Rules-Based and Supplemental Workflows 20

Workflow Manager – Serial and Parallel Workflows ............................................................. 20

Resolution to Issue when Entering Data in OWM W/F Process Column For Calendar Imports ............................................................................................................................ 20

WorkFlow Manager – All WorkFlow Types ........................................................................... 20

Vertical Scroll Bar Displays Correctly in Workflow Folder Navigation Window ............... 20

Export Only One Page of Records from WorkFlow Browser ........................................... 20

Correct Date Completed Displays for Tasks on Tasks Tab ............................................ 20

Workflow Manager – My Work .............................................................................................. 20

Sorting By Urgency Now Sorts in Correct Order In My Work .......................................... 20

Resolution to Issue with Save Preference Sort Order in My Work .................................. 20

WorkFlow Manager - Documents .......................................................................................... 20

Sort Order Within Description Column is Now Correct.................................................... 20

Resolution to Issue with Selecting Documents in a Drawer with Secure PDF Disabled . 21


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NEW FOR ALL WORKFLOW TOOLS APPLICATIONS We added the following features to all WorkFlow Tools applications:

• Globalization enhancements to select screens, dialog boxes, and buttons

• Changes to Microsoft Windows XP support

GLOBALIZATION ENHANCEMENTS TO WORKFLOW TOOLS APPLICATIONS

We are currently undergoing a globalization process in which we will adapt our WorkFlow Tools applications to be understandable to users worldwide, regardless of the user’s language. Over the next few releases, you will notice changes to the way that some of the WorkFlow Tools applications appear. The appearance of select screens, dialog boxes, and buttons has been enhanced to reflect our globalization process.

NOTE: English (US) users will not be affected by our globalization process.

This process will be released to production in phases, as noted below:

Application Globalized? Available Languages

Calendar In Beta English (US)

Spanish (International)

Portuguese (Brazil)

DataFlow No English (US)

Entity Manager No English (US)

FileRoom No English (US)

My Work No English (US)

Platform Yes English (US)

English (UK)

Spanish (International)

Portuguese (Brazil)

WorkFlow Manager No English (US)

Engagement Center No English (US)


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Application Globalized? Available Languages

Work Center No English (US)

NOTE: If an application is listed as being “In Beta”, this means that the globalization changes are still being developed and have not undergone a complete quality assurance test.

CHANGING YOUR LANGUAGE PREFERENCE You can change the language preference at the Platform level. This preference will flow to applications that have been globalized or are in beta if the language that you choose is available. If the language is unavailable, the application will default to English (US).

You can do so by accessing either the Login page or the Options page.

• Changing the Language Preference on the Login Page

To change your language preference on the Login page, click a language link at the bottom of the

page.


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• Changing the Language Preference on the Options Page

If you would like to change your language preference by using the Options page, select Menu, then

select Options. When the Options page appears, browse to the Language/Locale Preferences

section, then click Edit.

The Language/Locale Preferences dialog box appears, and allows you to change the selection in the

Language Preference drop-down list. Click Save to save your changes.

SUBMITTING FEEDBACK Thomson Reuters welcomes your feedback on these changes. To submit feedback to us, please use the Suggestion Box. To do so, from the Platform, select Menu, then select Suggestion Box.


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When the Suggestion Box window appears, select the product, then provide specific information regarding suggestions or errors, such as a screen or window name and navigation to that screen. Click Submit Suggestion to send your feedback to Thomson Reuters.

CHANGES TO MICROSOFT WINDOWS XP SUPPORT

With Microsoft ending support for the Windows XP operating system in April 2014, WorkFlow Tools will begin a phased approach to end support of Windows XP as well. Beginning in April 2014, we will no longer design or develop features specific to the Windows XP operating system, and will no longer perform in-house testing against the Windows XP operating system.

We will communicate any additional information during our upcoming releases.


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0BNEW FOR THIS RELEASE We added the following features to WorkFlow Manager:

RULES-BASED WORKFLOWS

• Ability to add a custom field to a rules-based workflow template that will populate the information within

the WorkFlow Due Date field in grids, gadgets, and the workflow folder (All Users)

• Ability to roll forward documents from a rules-based workflow (Administrators Only)

SERIAL AND PARALLEL WORKFLOWS

• Ability to override default roll forward settings for custom workflow fields in the Roll Forward Wizard (All

Users)

• Ability for administrators to set default roll forward settings for custom workflow fields (Administrators

Only)

• Ability for administrators to prevent users to override the default roll forward settings for custom

workflow fields (Administrators Only)

ALL WORKFLOW TYPES

• Addition of auto-save functionality to the Delivery Instructions tab in a workflow folder

• Ability to specify multiple values in the index drop-down type search fields on the Documents Search

dialog box

• Ability to add a document from the Documents tab on the Task Properties dialog box

DOCUMENT BROWSER

• Ability to specify multiple values in the index drop-down type search fields


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WORKFLOW MANAGER – RULES-BASED WORKFLOWS RULES-BASED CUSTOM WORKFLOW FIELD POPULATES THE WORKFLOW DUE DATE FIELD (ALL USERS)

Previously, the Due Date field in grids, gadgets, and the WorkFlow Folder was available only to Serial and

Parallel workflows. Now, you can use the custom Workflow Due Date field when you design your rules-

based workflows.

For any workflows that use the Workflow Due Date field, the value of that field appears in the Due Date

column of all grids and gadgets, as well as the workflow folder.


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ABILITY TO ROLL FORWARD DOCUMENTS FROM A RULES-BASED WORKFLOW (ADMINISTRATORS ONLY)

We added the ability to roll documents forward from a rules-based workflow template. To do so, select the Enable Roll Forward check box located on the Roll Forward Settings tab of a rules-based workflow template.

Administrators have access to the Roll Forward Settings tab in rules-based workflow templates. The Enable Roll Forward for Documents check box is optional. After you select the check box, you can roll forward the document due dates in the rules-based workflow.

Select one of the following options to adjust due dates for all documents in the workflow:

• Extend all document due dates by the same time period as selected above: Select this option to

increase the due date by the year or period indicated in step 2 for all documents. For example, in the

above graphic, step 2 is set to increment by one period. If the document due date is 01/01/2013, then

the new document due date will be the next period 02/01/213.

NOTE: This is the default option.

• Carry over all document due dates from the prior period to the newly instantiated Workflow: Select this option to retain the due date for all documents. For example, if the document due date is

01/01/2013, then the new document due date will also be 01/01/2013.

• Remove all document due dates: Select this option to remove the due date for all documents. For

example, if the document due date is 01/01/2013, then the new document due date will be blank.


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WORKFLOW MANAGER - SERIAL AND PARALLEL WORKFLOWS ABILITY TO OVERRIDE DEFAULT ROLL FORWARD SETTINGS FOR CUSTOM WORKFLOW FIELDS (ALL USERS)

As part of the Roll Forward Wizard, users performing a roll forward process are now able to view the default roll forward settings added by the administrator and may override the settings if desired.

NOTE: The administrator may prevent users from overriding the default roll forward settings. If you are performing a roll forward and find that you are unable to make changes on the Roll Forward Custom Fields dialog box within the Roll Forward Wizard, please contact your administrator.

ABILITY TO ESTABLISH ROLL FORWARD SETTINGS FOR CUSTOM WORKFLOW FIELDS (ADMINISTRATORS ONLY)

In an earlier release, we added the ability for administrators to add folder level or workflow level custom fields. These fields display as folder properties or workflow properties in your workflows. Currently, data entered for a workflow custom field will automatically roll forward. New values for folder level custom fields can be selected in the Roll Forward Wizard.

Administrators can now control whether or not the workflow custom field data associated with the current workflow will roll forward.

To roll custom fields forward, select an item in the grid, then click inside the Roll Forward column. Select Yes to copy the existing data to the new workflow or select No to leave the new workflow field blank. You can roll User DropDown, General Text, and Date fields forward.


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NOTE: We added the Default roll forward option for DropDown custom fields. This option allows the administrator to use the “Default” value designated for the specific custom field. For example, New York City, New York is the default for the Office Location workflow custom field. When this option is selected, this default value will be used for the new workflow.

ABILITY TO PREVENT USERS FROM OVERRIDING THE DEFAULT ROLL FORWARD SETTINGS FOR CUSTOM WORKFLOW FIELDS (ADMINISTRATORS ONLY)

Administrators can prevent users from customizing the roll forward settings when a roll forward process is initiated. To do so, from the left navigation area, select Setup, then select WorkFlows, then select Configuration. When the WorkFlow Configuration page appears, select the Prevent Override of Custom Field Roll Forward Settings check box.


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When this check box is selected, users will not be able to customize the roll forward settings when a roll forward process is initiated. The roll forward will be processed using the default specified by the administrators.


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WORKFLOW MANAGER – ALL WORKFLOW TYPES ADDITION OF AUTO-SAVE FUNCTIONALITY TO THE WORKFLOW FOLDER DELIVERY INSTRUCTIONS TAB

We added an enhancement that allows any changes to the Delivery Instructions tab located on the workflow folder to be saved automatically when you navigate away from this tab.

ABILITY TO SPECIFY MULTIPLE VALUES IN THE INDEX DROP-DOWN TYPE SEARCH FIELDS ON THE DOCUMENTS SEARCH DIALOG BOX

We added the ability to specify multiple values in the index drop-down type search fields on the Documents Search dialog box. Doing do allows you to narrow your search results by specifying multiple values as search criteria.

This dialog box appears after you click the Advanced Search link on the Documents tab of a workflow folder.


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ABILITY TO ADD A DOCUMENT FROM THE DOCUMENTS TAB ON THE TASK PROPERTIES DIALOG BOX

We added the ability to add a document to a task from inside the Documents tab of the Task Properties dialog box.

Click Add Document to save a document to the workflow. The Add Document dialog box appears, and allows you to specify the document settings.


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DOCUMENT BROWSER ABILITY TO SPECIFY MULTIPLE VALUES IN THE DROP-DOWN TYPE INDEX SEARCH FIELDS WITHIN DOCUMENT BROWSER

We added the ability to narrow your search results by specifying multiple values as search criteria.


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OPEN ISSUES WORKFLOW MANAGER – RULES-BASED WORKFLOWS

RULE ENGINE PERFORMS INCORRECTLY WHEN CREATING IDENTICAL WORKFLOW FIELDS IN PRIMARY RULES-BASED AND SUPPLEMENTAL TEMPLATES The rule engine will not perform correctly when you create an identical workflow field in both the primary rules-based and supplemental workflow templates.

WORKFLOW MANAGER – MY WORK

USING MULTI-SELECT DOES NOT UPDATE ALL TASKS Selecting the Multi-Select option from the Actions menu does not update all tasks selected from My Work.

6BADDRESSED ISSUES WORKFLOW MANAGER – RULES-BASED WORKFLOWS

LINK BETWEEN ENTITY AND SUPPLEMENTAL WORKFLOWS IS INVALID WHEN AN UPDATE TO WORKFLOW PROPERTIES IS SAVED The link between an entity and supplemental workflow is no longer invalid when you save an update to Workflow Properties in a supplemental workflow template. The association remains intact, and the updated or new property will display after a new workflow has been instantiated.

BULK INSTANTIATION OR ROLL FORWARD NO LONGER FAILS IF TAX ACCOUNTING PERIOD DATES ARE HIDDEN IN THE TEMPLATE The bulk instantiation and roll forward processes will not fail within a rules-based workflow when the Tax Accounting Period dates are marked “Hidden” in the workflow template.

OVERWRITING THE DUE DATE DOES NOT UPDATE THE ORIGINAL DUE DATE IN A RULES-BASED WORKFLOW Given the appropriate permissions, you can now update the due date of a rules-based workflow task and the original due date will be retained.


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RULES NO LONGER MISFIRE BETWEEN PRIMARY RULES-BASED AND SUPPLEMENTAL WORKFLOWS We have resolved previous issues in which rules configured between a primary rules-based and supplemental workflow would misfire, such as the task would not be created when the condition was met or the task would be closed when the condition was not met.

WORKFLOW MANAGER – SERIAL AND PARALLEL WORKFLOWS

RESOLUTION TO ISSUE WHEN ENTERING DATA IN OWM W/F PROCESS COLUMN FOR CALENDAR IMPORTS When importing changes to update events which are currently assigned to a workflow, data entered in the OWM W/F Process column will no longer change the workflow template currently assigned to the event.

WORKFLOW MANAGER – ALL WORKFLOW TYPES

VERTICAL SCROLL BAR DISPLAYS CORRECTLY IN WORKFLOW FOLDER NAVIGATION WINDOW The vertical scroll bar now displays in the workflow folder navigation window, as needed, to provide access to all of the workflows contained in the folder.

EXPORT ONLY ONE PAGE OF RECORDS FROM WORKFLOW BROWSER You can export all records from the WorkFlow Browser using Export options from the Actions menu.

CORRECT DATE COMPLETED DISPLAYS FOR TASKS ON TASKS TAB The correct Date Completed now displays for tasks on the Tasks tab of the workflow folder. A time zone offset is no longer being applied to the date.

WORKFLOW MANAGER – MY WORK

SORTING BY URGENCY NOW SORTS IN CORRECT ORDER IN MY WORK When you sort by the Urgency column in My Work, the color sort now reflects the correct order of Overdue, Urgent, Medium, and Low.

RESOLUTION TO ISSUE WITH SAVE PREFERENCE SORT ORDER IN MY WORK Your saved preference for the sort order is now respected after each dialog box is closed and re-opened.

WORKFLOW MANAGER - DOCUMENTS

SORT ORDER WITHIN DESCRIPTION COLUMN IS NOW CORRECT On the Documents tab of a workflow folder, documents now display in the desired sort order when the Description column is sorted and saved as a preference.


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RESOLUTION TO ISSUE WITH SELECTING DOCUMENTS IN A DRAWER WITH SECURE PDF DISABLED We resolved an issue within the Document Browser and on the Documents tab of a workflow folder in which the Email Using Outlook > Native Format option was not displayed on the Actions menu when selecting documents in a drawer with Secure PDF disabled.