davidwatkins73
commented
5 months ago What's New(ish)
Summary of major changes over the past few years
General
- Navigation overhauled, now uses a collapsable sidebar instead of a header bar
- Markdown can interpolate common entity variables. This allows for inlining, user-definable deep links (i.e. we call out to another system to render some surveys using a word doc template). Also used to allow 'per-section' customised help to be rendered
- Data driven permission support (for flows, taxonomy ratings, assessments)
Reporting
- Report grids provide a convenient way for end users to define a custom tabular report which can draw together information from a wide range of Waltz entities - Image
- Has found extensive uses for ad-hoc reporting, regulatory compliance tracking and as a mechanism to ease custom integration with other systems.
Application
- Commission date added (alongside existing planned decom and actual decom dates)
- Taxonomy mappings support 'primary' flag, allocations, decom dates, replacements
- The primary flag is used in summary lists to give additional context, e.g. showing the primary function of each application in a group - Image
- Multiple cost types can be registered against apps - Image
- Attestation improvements to assist users with many attestations to perform
Flows
- Numerous look n' feel and performance improvements
- Flow classification rules replaced authority statements - Image
- classifications can be fully defined by client
- rules can be directional (i.e. a consumer rule vs a producer rule)
- rule scoping can be narrowed to specific apps to provide support for legacy/heritage flows
- page for each rule, showing: companion app rules, and companion data type rules
Assessments (enums)
- Multi valued assessments
- Users can specify their 'favourite' assessments
- Admins can define which assessments to display in entity lists (e.g. always show 'Cloud onboarding' flag when showing lists of applications)
App Groups
- Org units can be incorporated into groups, useful for defining organisational structures which cannot be easily expressed as a single branch
- Users now have a favourites group, as they navigate through Waltz they can easily add/remove apps to this group
- The favourites group is used to drive the activity log on the homepage - Image
Surveys
- Many user interface improvements, particularly around tracking/informing users which surveys they need to complete/approve - Image
- Conditional survey questions. Preconditions can be either survey based (based on answers given elsewhere in the survey) or environmental (based on properties of the surveyed entity) - Image
- Multi select answers
- Custom roles can be defined to allow for teams to self-manage survey templates and runs
- Comprehensive export options
- Support for questions which can be linked to taxonomies
End User Applications
- End User Apps (aka EUDAs / EUMAs / EUC), are now first class entities - Image
- They can participate in flows (like applications and actors)
- Support bookmarks, assessments, people etc
- Upcoming: will support taxonomy mappings
Legal Entities
- Legal Entities can be represented in Waltz
- They be used to link applications to Legal Entities (i.e. through a Controlling Legal Entity relationship)
- They can have assessments (e.g. jurisdiction information)
- This can then be 'rippled' to associated apps
- Legal Entities can include many of the other typical Waltz entity relationships (people, bookmarks etc)
mcleo-d
jessica-woodland-scott-db
Description
Date
Monday 10 June 2024 - 8am EST / 1pm UK (BST) Occurs the second Monday of every month
Zoom
Join Zoom Meeting https://zoom.us/j/98495304665
Meeting ID: 984 9530 4665 Passcode: 202795
Find your local number: https://zoom.us/u/aeyTu3Q7E8
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Project Microsite: https://waltz.finos.org