The following items have been completed in this release:
Sprint Began: 4/1/2018 Sprint Ended: 4/30/2018
The ability for Admins to add Workspace dataforms has been added to the system.
From the workspace landing page, access the Action item icons in the upper right corner of the workspace landing page and select "Dataforms" from the dropdown. This will open and interface which allows you to add and remove dataforms from that particular workspace.
The interface to add and remove users from a workspace has been added to Next. A new Users option has been added to the Workspace Landing Page Action center icons and is visible to Global Admins of the system.
Clicking this Users link will open a standard full search page (quicksearch & more) that will display users for the specified workspace.
Grid Columns:
Grid Buttons:
Resolved an issue with scrolling on mobile devices that caused parts of the home page to be inaccessible on these devices.
The Action Center icon menu has been added to the Task Detail view and includes the following:
Resolved an issue where the system would allow you to create an email type activity for a contact that had no email address without any kind of warning. System will now warn you that "Contact <Contact Name> does not have an Email address" as a soft error. Clicking Save Anyway will save the record without sending an email notification
The Contact Management system has been enhanced to allow Contact users to be created from a template. When the "Create User" checkbox on the contact is checked and the contact record is saved, the system will generate a user record using contact information such as First Name, Last Name, Phone, Email and associated Organization and combine this with user profile settings from a pre-designated Contact User Template. The fields which are cloned from the template user include:
The system will always sets the UserType to 'External' and Default to Next to true
A new Application Variable has been created - 'app-i-contact-templateuser' which specifies the UserID of a Template User to be used when generating the contact user records.
Caveats to this
Resolved the following issues found while testing other items:
Dataform Page display issue if field placed in Position zero:
If you added a field to a dataform configuration and select Row 0 as it's position (cols 1 or 2) The field was not displayed on the page and the admin fieldset moved from the bottom to the top of the page. This issue has been resolved, allowing you to position fields without issue.
Log Datatype and Field display:
Resolved an issue where if a Log field was contained in a fieldset marked as read-only through Field display conditions when the system enabled the fieldset it would also enables the log field for editing (it would still appear read-only but if you clicked into the field you were able to type into it and using Save or Apply at that point would save the text into the database without adding the log time date stamp, as if you were using a Text Area instead of a Log datatype).
Resolved an issue in the system List Manager where checkbox filter parameters added to a search would not be cleared when using the "Clear" or "Reset" buttons to eliminate added filters.
Lists will now respect the Clear and Reset buttons for all filter types, including checkboxes. The only exception to this being if the list has a required field filter.
Resolved an issue where Workflow Channel field replacement might not obtain the original dataform data that caused the WFC to trigger. This dataform information is now pulled consistently through the channel.
Upon resize in Widget Layout, normal scroll behavior was picked up on the core widgets but not on the Watch Widget causing scrolling issues in the widget. This has been corrected allowing the Watch Widget to act like other widgets
Next User detail page 'Global Admin' setting has been changed to reflect the 'global admin' security role and not the User table "Admin" value. System security is provided by the security role and not the checkbox, so this is a truer reflection of Admin rights.
Resolved an issue in Workflow Channels where the owner and assigned to an the cloned task would not receive a notification unless other notification users were on the task.
Owner and Assigned to on the cloned task will always receive notification, regardless of the "Enable Email" checkbox on their user profile.
The user account lockout functionality has been migrated to the latest version of the user admin settings. Should a user lock their account the login screen will display the message :
•This account has been locked.
On accessing the users account an admin of the system will see a banner displayed at the top with the info:
"This User has exceeded the maximinum number of login attempts and was locked out on " and the date and time of the lockout. As well as a button to "Unlock Account" Clicking the button unlocks the account and saves the change.
Resolved an issue where a hidden field on the user profile was causing the record to not save properly for non-Admin users.
Workflow Channel functionality has been enhanced to allow support for parent form fields across dataforms.
This works in the following manner: If a dataform has a workflow-cloneable parent form field, that field will show up in the workflow channels admin user interface and will appear like the Task-User selector or date selector, with options of None, Field-on-a-Form, or an Admin workspace record.
Reorganize Org/Contact Activity Page ENHANCEMENT
The activity detail dialog on the Organization and Contact has been reorganized, moving the Contact type and Contact to the top of the page to make it easier to use, especially on mobile devices where browser real estate is at a premium.
Resolved an issue with Workflow Channel Triggering from Parent form fields where the list of available options exceeded a pre-determined 100 option limit. This limit has been removed.
Email templates have been updated. The primary trigger is no longer required on email templates, if a primary trigger is included the system will still work as before where there is an implied AND condition with the Primary Trigger AND any additional triggering conditions specified. If neither Primary trigger nor condition expression are specified all of the Conditions will be treated as OR Conditions, if a Condition Expression is specified this will be used and any Conditions not included in the Expression will be ignored.
The language of the info bubble for the primary trigger has been re-worded to better reflect it's function.
The User profile has been enhanced with an Action center.
Resolved an issue where messages sent to an Out of Office backup recipient did not have the subject line prefaced with [Out of Office] to indicate they were receiving the message due to the original recipient being out of the office.
Corrected an issue with the signature action lookup value for uploaded files queue records (envelopes) that have been declined in Docusign by the signer. Prior to this fix, declined documents would continue to be reprocessed by the DocuSign Get Docs Status scheduled process, even though they were declined by the signer. Queue records will now properly be marked "Processed (Declined)" stopping them from being reprocessed.
The Dupe checking system for Organizations has been enhanced to minimize potential locking issues while a dupe check is in progress. This is especially important for large Clients where many salespeople are adding Organizations.
Resolved an issue where field replacement would not work properly for dataform fields if a merge stored procedure was specified in the Email Template and that merge stored procedure returned no data. Triggering dataform merge field info will always be returned regardless of whether merge stored procedure info is returned.
Resolved an issue with the My Cases - Client Service Cases Widget on the Home Page which caused the Case records that should have appeared in the Widget to be removed on load. Widget now properly displays current cases assigned to the logged in user.
The following PEO Case fields have been set as Workflow Cloneable by default: