Drafts | Draft Management Tools

Managing Draft Records in Apricot just got easier for both standard users and Administrators!

Standard users can now find "My Draft Manager" under the My Apricot Tools section of the navigation bar to easily see and interact with any draft records that they have created or modified. Users can even archive draft records for easy clean-up from this page.

Administrators can utilize the "Draft Manager" as part of the Record Manager section of the navigation bar to clearly view important record details and manage all current draft records. To begin, just select any form with current drafts and use filters to narrow down the record results; from there, Admins can archive drafts or send a notification to engage users about their draft records that need follow-up action!

For more details about Draft Records and this enhanced functionality, check out the article here.

Native Reporting | Exports

Users will no longer encounter errors when exporting Native Reports that include a Currency field.

Records | Last Saved

The "Last Saved" section of a record will now correctly show when the record was last saved on the right side of the page.

Referrals | Performance when Accessing Records

We optimized the way Apricot checks whether a user can create a referral to improve performance when accessing records.

Role-Based Permissions | Deactivating Roles

We resolved an issue where Roles previously could not be deactivated.

Role-Based Permissions | Accessibility on Add Role/Sites & Program Assignment

The "Black on White" and "Black on Yellow" color schemes now properly show the text for Roles, Sites, and Programs on the page.

Record Search | Column Headers and Data

We resolved an issue in Record Search which previously caused the draft status information to appear under incorrect columns when using a search field.

Legacy Doc Folder | Quick View Status Column

Quick View columns in the Legacy Doc Folder now display all information within the correct columns under their designated headers.