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Formalize Feature (68)
Update Asset Action
Users will be able to update assets through actions in automations, modifying the same data as in the normal update flow.
1
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in progress
1
Update Contract Action
Users will be able to update contracts through actions in automations, modifying the same data as in the normal update flow.
1
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in progress
1
Configurable Views
Users will be able to create, edit, and delete existing views when looking at a list of entities. These views will be shared across the company, providing access to saved filters and table configurations
1
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in progress
2
Activity Log Expansion: Changes in Data Connections
The Activity Log will now record any changes made to the Data Connections of elements with activity log support.
1
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in progress
2
Activity Log Expansion: Tracking Integrations
The Activity Log will now record any changes or actions made through Integrations.
1
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in progress
2
Employee Role Selection for Responsible Users in Suppliers
Enables the selection of Employee Roles as responsible users for Suppliers, allowing data to be assigned to roles such as CTO, CISO, etc., which can be linked to multiple users and employees.
1
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in progress
2
Automations: Reflect Trigger selector values in Action selector fields
In automations, the values from the trigger's selector fields can be reflected in the action's selector fields. For example, if a supplier is created or updated with a responsible user, that same user can be automatically assigned in the action.
1
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in progress
1
Activity Log Expansion: Tracking API Actions
The Activity Log will now record any changes or actions made through the Open API.
1
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in progress
1
Integration with ServiceNow
This new integration will synchronize assets between ServiceNow and Formalize, reflecting updates made in one system in the other. Users will define which fields to update and how fields in each system correspond to one another.
1
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in progress
1
Approval flow: Incidents
2
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in progress
4
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