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HelpPlatform Updates๐ŸŽฅ Platform Update Video

๐ŸŽฅ Platform Update Video

๐ŸŽฅ Platform Update Video

Watch a video summary of this Platform Update from Alex, our Onboarding and Customer Success Lead.

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๐Ÿ†• New Features and Functionality

๐Ÿ“‘ New Project List

Weโ€™re excited to show you our new projects list! Jon walks you through some of the high points here:

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Some key highlights of the new Projects List:

  • You can now sort your list by several new columns.
  • Weโ€™ve greatly expanded the number and complexity of the filters you can apply, letting you narrow down the projects you are reviewing.
  • Weโ€™ve made it easy to toggle viewing just projects you are a teammate on.

Some upcoming additions will include customizing the columns available and being able to download a spreadsheet of the projects returned.

๐Ÿงฎ Questionnaire Free-form Calculations

Weโ€™ve worked to make calculations on questionnaires easier with free-form input. Instead of creating individual steps in calculations as you created before, you can now do addition, subtraction, multiplication, and division in a single step!

๐Ÿ›  Trigger Approval for Custom Content

Weโ€™ve added some new triggers for the project approval workflow! You can now set up new business approval levels triggering based on:

  • The number of custom services and services in which the language or pricing was customized.
  • The number of terms and conditions items changed from the standards.

In both cases, you can set the trigger amount to โ€œ0โ€, meaning that any changed content would trigger a business approval.

๐Ÿ”’ Enhanced Password Security

Data security is a huge issue these days, and we want you to know you can trust ScopeStack with your information. To that end, all users will be forced to set a new password when this release deploys.

  • Passwords will now have a minimum of 8 characters, including at least one upper, one lower, one number, and one symbol.
  • New passwords will be required every 90 days, and.you may not reuse the last five passwords.

SSO-enabled accounts are exempt as their users authenticate through an external identity provider. Contact us today to learn more about SSO by emailing sales@scopestack.io.

๐Ÿท Label Change.

Collaborators will now be known as Teammates in the user interface.

๐Ÿ”Œ Zapier + Power Platform Connectors!

Weโ€™ve been working with our API to create some exciting new integration options! We have a beta version of our Zapier Integration ready for your use and are working towards a Microsoft Power Platform Connector. Check out this video for more details:

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If you want to try our Zapier integration, reach out to us at support@scopestack.io.

๐Ÿ†• Other Recent Updates

  • You can now add multiple service approvers to a single Line of Business to have a team of users approve new and modified services!
  • Weโ€™ve added support for OAuth2 Application Flow, allowing you to create integrations that refresh their access tokens programmatically.
  • We updated governance items in a project so that if you pro-rated your Governance items by phase, the Governance revenue would be allocated to the appropriate phase and its services in the platform.
  • You can now re-order questions in your questionnaire after creating them.

๐Ÿ“… Next Scheduled Release

Currently, weโ€™ve planned our next release for early November 2022. We plan to share the specific features in the release in advance. Let us know any questions here!

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