New Features

Following are the new features introduced in this release:

Agreement Explorer

Agreement Explorer is a powerful search and reporting feature that allows you to search for records in the Agreement object through the use of configurable and reusable search reports.

This feature complements standard reporting views to satisfy the demands of many Apttus customers who require more powerful, specific search results and related exports in Excel to satisfy their business needs. Agreement Explorer expands your access to agreements by providing reusable searches with configurable field sets and filtered lists for multiple contexts associated with agreements.

You can use these reports to discover and expose record lists for agreement searches, the hierarchies of agreements and accounts, a combination of account hierarchies and the individual account's related agreement hierarchies. Users can create published lists of available reports, which can then be complemented by users creating and saving their own public or private ad hoc reports. The resulting reports can be exported to Excel.

Configurable Wizard Enhancements

The user experience for both the Wizard Designs and the runtime Wizards has been significantly upgraded.

The Configurable Wizard has been extended to allow the creation of object records beyond the original limitation to Agreements and Accounts.

Wizards now provide runtime users with access to review and change their previous Wizard responses before submitting responses to Salesforce to create the record.

A new rule type within Steps: Set This Control Value helps determine the input value of an input control based on the possible values of other inputs within the same step.

The Object Field Class in Wizard Input Control allows for an expression based on responses to earlier input controls to determine the value for the Object Field (as was available for Wizard Input Field Class only).

The Go to Input rule now has a show/hide feature to allow the Wizard designer to skip or hide intermediate inputs between the placement of the rule within a step and the target input.