Patch 22.6.1.260210 - Module: Vendor/Client Collaboration Gateway

We’ve introduced a series of enhancements to make subtable entry and editing within the Vendor/Client Gateway more intuitive, consistent, and user‑friendly. These updates improve how required fields are handled, streamline the editing workflow, and introduce new administrative controls for managing subtable entries.

1. More Accurate Required‑Field Handling

Required fields in the subtable inline editor now follow the rules defined in the VCG Contract Type Field Mapping, ensuring that:

• Fields marked as required in the Gateway behave as required
• Fields not designated as required no longer appear mandatory
• Only fields marked Allow Add appear in the editor

This provides clearer, more predictable field behavior for external users submitting requests.

2. Helpful Tooltips for Better Guidance

If a field has a help description, it now appears as a tooltip when hovering over the column header.
This gives users accessible, on‑screen guidance while they fill out subtable entries.

3. Cleaner, More Intuitive Toolbar Behavior

The subtable grid now shows buttons only when they are relevant, reducing clutter and confusion:

• Default state: Only the Add button is visible
• Edit mode: Only Save and Cancel appear
• Delete button: Displays only when a single row is selected
• Save button: Shows only when there are unsaved changes

This streamlined behavior makes the subtable editor easier to understand and significantly more user‑friendly.

4. Improved Dropdown Usability

Dropdown fields in the inline editor now wrap long text instead of cutting it off, making large or descriptive lookup values easier to read.

5. Enhanced Add Bulk Functionality

The Add Bulk pop‑up has been redesigned for consistency and ease of use:

• It no longer uses templates
• It now uses the same field rules and filters as the inline editor on the Add Request pages
• It supports all field restrictions, tooltips, and required‑field behaviors

This creates a consistent experience across all ways of adding subtable data.

6. New Ability to Allow Subtable Record Deletion

Administrators now have more control over subtable data management:

• A new setting allows subtables to be configured to permit deletion
• If enabled, subtables will display a Delete option both in the grid and on the subtable details page
• For security, only Vendor/Client Gateway company administrators can delete subtable entries

This gives organizations more flexibility while maintaining proper access control.

7. Improved Behavior Based on Lookup Table Size (when applicable)

Where possible, the system will now determine whether a lookup should display as a dropdown or autocomplete based on how many values exist—improving usability for large datasets.

We’ve added a new way for users in the Core system to easily see relationships between Request records linked on the Vendor/Client Gateway. A Linked Request Records subtable is now available on the Linked Records tab of a Request, allowing clients to view connections between related Vendor/Client Gateway Requests directly within the system.

1. New “Linked Request Records” Subtable

Request records can now display other Requests that are related or connected to them from the Vendor/Client Gateway. This subtable shows:

• A list of all Request‑to‑Request links
• Key identifying information
• A clear view of how requests relate to each other

This makes it much easier to track related submissions, follow dependencies, or understand how requests interact.

2. Included in Default Layout (When Resetting to Defaults)

When administrators reset a Request record’s layout to default using Record Details Tab Setup, the new Linked Request Records subtable will automatically appear as the first item on the Linked Records tab.

This gives all systems a consistent starting point while still allowing full customization.

3. Optional Dock for Customized Layouts

For clients who use custom layouts, the subtable will not be added automatically—so no existing customizations are disrupted.
However, admins can easily add it:

• Navigate to Manage/Setup → Application Configuration → Record Details Tab Setup
• Select Requests
• Choose the Linked Records tab
• Add a new dock and select Linked Request Records from the list

This allows flexibility for systems that have carefully tailored screen layouts.

4. Linked Request Data Now Captured in History/Audit Log

All linked Request activity is now recorded in the system’s audit log. This provides:

• Improved traceability
• A clearer audit trail
• Better visibility into when and how Request connections change

Important Note

While the Linked Records tab on Requests in the Core system can now display all Request‑to‑Request links, the ability to create these links currently exists only through the Vendor/Client Gateway (VCG) by clicking the New Associated Request button on an existing Request. Core users can view the links in the new subtable but cannot create new links directly from the core application at this time.