⚙️ Improved filters on the comparison view - including filter by supplier
A consistent interface for filtering will be applied on all comparison views with a new “Filter” button which can be clicked to apply or adjust filters.
The standard 2-level filtering interface (already seen on the “Requests” table will be used, saving space in the grid configuration bar and allowing users to easily apply filters.
A new “Supplier” filter is included to allow users to hide or show specific suppliers in the grid.
Available filters will depend on the exchange type (Line items, Questions, Evaluation) but all views will have “Supplier” and “Supplier bid status” filters. “Line items” will additionally have a “Lots” filter where these are enabled.
📧 New email notification - Pre-qualification comment posted
A new email notification will be issued whenever a new standalone comment is posted in a pre-qualification questionnaire.
This is triggered for comments made in the “Activity and comments” panel but not optional comments added to an exchange action (in the left-hand panel).
The email will contain details of the questionnaire and the comment, and a link to open the exchange to respond.
The email will be triggered for both buyer and supplier users.
📨 Invite flow improvements
Selected work to improve the invite experience and reduce the risk of creating duplicate companies.
When a new company is created the subtext will read “To be created” to reinforce this.
When the company field is selected a popover will always appear showing “Selected companies” which have already been used in the flow, including new companies - this will allow users to easily select the same company to invite new users.
When typing a company name, new “To be created” companies will not appear in the “Select existing company” section since they are not yet created. This will ensure consistency and reduce confusion.
Where a user types a company name which is identical to a new “To be created” company then they can only select the same “To be created” company and will be unable to create a new company - this should ensure that companies with an identical name cannot be created in the same session of the invite flow.
🐛 Bug fixes
Fix to ensure that the Excel file generated by the “Submit line items with Excel” feature allows values of 0 to be entered for any price field.
Fix for an issue which could cause the user to get stuck in a loading state when trying to e-sign a contract.
Fix for an issue which could cause fewer suppliers than expected to appear in the “Suppliers” tab of the “Pre-qualification” module.
Fix for an issue which could cause a crash when a user tries to link an existing request with product and service tags to a contract.
Fix fox an issue which could prevent a supplier from being able to download an Excel file in the “Submit line items with Excel” flow where 2 sheets will have identical names based on section names.