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The following items have been completed in this release:

Sprint Began: 12/1/2018     Sprint Ended: 1/2/2019


Note
titleWe moved the cheese!

Mmmmm - Cheese! The cheese icon  denotes a change in functionality. So, when we move the cheese and change the way something works, you will know about it.


Image ModifiedEnabled To, CC, and From options for recipient procs ENHANCEMENT

The Email Template system has been enhanced to allow individual users to be selected from the recipient proc and set as either To or CC recipients. Previously this selection was a pre-designated group of To or CC users and did not allow individual custom configuration of recipients.


Image ModifiedConverted PEO procs to return discrete recipients ENHANCEMENT

The following existing PEO procs have been converted to return discrete recipients:

  • peo_clientservicecase_external_emailtemplate_recipient_proc
  • peo_clientservicecase_internal_critical_emailtemplate_recipient_proc
  • peo_clientservicecase_internal_emailtemplate_recipient_proc
  • peo_directdeposit_emailtemplate_recipient_proc
  • peo_employee_emailtemplate_recipient_proc

Previously these stored procedures would return the From, To, and CC recipients as a block of email addresses instead of individual recipients.

Image RemovedRemoved unused application variables ENHANCEMENT

Older, infrequently used application variables have been removed from the system and their functionality deprecated. The affected variables are:

  • app-bln-server-side-merge (System will always perform server-side merges)
  • app-bln-file-versioning (System will always perform file versioning)
  • app-bln-cloneowner (Workspaces no longer have an owner)
    • app-bln-archiveclosedincidents (System will always archive incidents when the task is closed)


    Direct Deposit Notice Email Template ENHANCEMENT

    A Direct Deposit Notice Email Template is now available. This template is a base template, which can be customized by each client to alert an employee of a direct deposit change in PrismHR. The template (template code PHRDDNotice) is unpublished and must be published before use.


    Removed enterprise libraries and replaced with more efficient code to optimize system performance.

    		34704, 34705, 34706, 34707, 34708, 34709

    Remove enterprise libraries

    35238Record count widget issuesResolved an issue where the magnifying glass icon on Claim and the Workflow Channel Claim link were not working, breaking the "jump to" functionality.35850Clone active pricing batch issueResolved an issue where the pricing batch clone process would only look at the default Legal Entity on the State Master, which was not always correct. If there is not a matching SLE, the system would not clone that state without an error creating confusion about how this should work. The system now properly uses the Contract Type metadata to set the Legal Entity during pricing.
    35866Entity filter on dataform Subscribers "More" search does not workThe Entity filter on dataform subscribers More filtering has been replaced with a much more useful Department filter, allowing you to filter available dataform subscribers by the default department set on the user record.
    36029User Audit Trail: Quick Search LoginIDResolved a problem with the User Audit Trail Quick Search using the LoginID (user) search parameter.
    36030Condition expressions do not recognize underscore (_) values in condition label names

    Resolved a problem in which condition expressions would not recognize a condition if the condition label contained an underscore (_) character.

    36031Update Two Factor Authentication template Resolved the Two Factor Authentication process that caused the authorization code to improperly format the validation email sent to the user after an attempted login to a Two Factor Authentication enabled system.
    36043Client service case category metadata not saving correctly

    Resolved a problem when adding a metadata record after returning to the lookup, and then clicking Open Metadata link. An Add dialog would open instead of opening the metadata record you just created.

    The system will display the normal "unsaved changes" warning if you close the lookup record without saving; this action orphans the metadata record. You must save the lookup record to maintain the metadata record.  

    36072Jump icon in Inbox for triggered emailsResolved an issue where embedded links in notification emails were not being properly linked to the triggering dataform.
    36075Initial data on a company ongoing insert of clientResolved an issue with PrismHR_API_ongoing imports where dataforms associated with newly created client workspaces and created in the same import would fail with the error: "The value (####) in the "ClientNumber" column did not produce a valid lookup for data row ###."  This would happen because inserts of workspace related data such as location or employee data would try to process at the same time the client information was processing, and the client workspace had not yet been created. The system will now check to see if client data is processing and if so, utilize the client data when validating the presence of the client.
    36119Salesforce API v2.0 Default Value mappingResolved an issue in the Salesforce API that would cause Salesforce imports to ignore the Default Value configuration of the import map detail record, and instead insert a blank value.
    36130Payroll audit workflow channel triggering IssuesResolved an issue with workflow triggering when the triggering field being used is a parent form field with hundreds of child form options and the system would only return the first 100 options. The system will now return the first 1000 options.
    36244Error when clicking email templatesRemoved a deprecated link to the classic email templates admin control panel (System Admin > Advanced).
    36250Workflow channel not generating case notification36346Removed Saved SearchResolved an issue where email template triggering would not properly fire if the triggering field was an empty checkbox on a dataform that was auto-generated by a workflow channel.
    36255Import Map Search chiclet being cleared

    Resolved an issue when adding or editing import map configurations. If a filter (such as “Show All”) was applied to the import map detail list and a record was edited, then when you returned to the list, the filter was removed. This action required you to reapply the filter each time. The selected filter is now preserved through record adds and edits.

    36283Legal Entity form cannot be openedResolved an issue where the link to jump to a legal entity form from one of the following system areas produced an error when clicked and did not open the legal entity form:
    • Certificate of Insurance
    • Client Master
    • Contract Type metadata
    • State Master
    • Pricing State
    • Unemployment Claim
    Saved searches were removed from the Surcharges dashboard because this functionality was causing issues when a user would inadvertently save a search, which would later hide records they needed to see.
    36382New field sets added

    The following new fields have been added to all installs. All fieldsets are hidden by default:

    • OrgOtherInfo.fsHiddenFields
    • ContactOtherInfo.fsHiddenFields
    • PricingBatch.fsWCInformation
    • PricingCompCode.fsHiddenFields
    • PricingState.fsRenewalInformation 
    • PricingCompCode.fsRenewalInformation
    • StateLegalEntity.fsSelectionCriteria
    • CompClaimClaimant.fsHiddenFields
    • CompClaimInjury.fsAccidentLocation
    • CompClaimInjury.fsHiddenFields
    • CompClaimLegal.fsHiddenFields
    • CompClaimLegal.SettlementDetails (this is an actual fieldset)
    • Collateral.fsClientDocuments
    • PEOConfigurtion.fsSalesActivityManagement
    36405Checkbox condition criteriaUpdated the system to allow 0 (unchecked) or 1 (checked) to be used as valid triggering conditions when using a checkbox to trigger an email template.
    36435Dataform security removed on form Name Change through Beta interfaceResolved an issue when changing the dataform name of a secured dataform removes form level security from the dataform. The system will now maintain any dataform level security through a dataform name change.




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