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Release 67 (Pulse) Notes

Owned by Tony Hayes
Last updated: May 24, 2018
7 min read

The following items have been completed in this release:

Sprint Began: 4/1/2018   Sprint Ended: 4/30/2018


Workspace Dataforms ENHANCEMENT

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.


Interface to create Project User records ENHANCEMENT

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:

  • Name (the full name)
  • UserName (LoginID)
  • Email
  • Checkbox column for setting that user as an Owner.

Grid Buttons:

  • Add: this button will pop up a dialogwhich contains a User Typeahead control,  this list is filtered to present users that are NOT already users in the workspace. When you select a user, they are added to a list on the dialog, below the control. You can add multiple users to the list, and then click the Ok button on the dialog, which adds all of the selected users to the workspace at once. If you click cancel, no users will be added. The list displays the user's name and an X icon to remove the user.
  • Remove: Will remove the selected user from the workspace

iFrame scrolling issue on Homepage

Resolved an issue with scrolling on mobile devices that caused parts of the home page to be inaccessible on these devices.


Task Action Center Icons ENHANCEMENT

The Action Center icon menu has been added to the  Task Detail view and includes the following:

  • Go To Workspace button - takes user to containing workspace. Access to the task's containing case available through other menu options below the action center menu.
  • Audit Trail button - takes user to Audit Search page specific to task. Heading at the top of Audit Admin includes 'Task 12345' (id as appropriate). Users not authorized to view the audit trail will have the visibility of this button precluded from view.
  • Reload button - reloads current Task detail page within the existing frame.
  • Copy Link -  This allows users to send specific task item link.

Email Activity Issue

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

Contact User from Template ENHANCEMENT

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:

  • DepartmentID
  • Company
  • Time Zone 
  • ForcePasswordChange
  • AddProjects
  • CanTrackTime
  • SendCoreEmail
  • DefaultWorkspace

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

  • A Default workspace must be set for the associated Organization or a Hard Error will be invoked
  • Any User save failures (loginid in use, etc.) will appear as a Hard Error and must be resolved before the Contact can be saved


Dataform issues found during testing 

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).


Checkbox filter parameter chiclets are not removed on reset or clear

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.


Potential Workflow Channel replace issue

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.

Watch widget home page issues

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


Global Admin Flag

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.


Work Flow Channel Incident Creation notifications

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.


User Account lockout  ENHANCEMENT

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.


Profile Security Settings

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 Enhancement ENHANCEMENT

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.

  • None - No data is cloned into this field
  • Field-on-a-Form - The data from the Parent form field on the Triggering form will be cloned into the same kind of Parent Form field on the cloned dataform (for example:  A Client Service Case with an employee Parent form field triggers the cloning of an FMLA Case for the same employee - in this case the employee data from the case can be cloned into the employee data on the FMLA record)
  • Admin Workspace record - In the case of Parent form fields which reference Parent forms in the admin workspace,  a dropdown list of the related form will be presented and an Admin workspace form may be selected to be cloned.


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.


Modify API datatype search in Workflow Detail to allow for more list options

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 - Triggering and Info Bubble Change ENHANCEMENT

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.


User Detail - Add Action Center ENHANCEMENT

The User profile has been enhanced with an Action center.  


Inbox, Out Of Office Recipient 

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.  


Docusign Error 

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.


Deadlock Errors when doing an Org Save 

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.


Email Templates, replace field 

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.


*Bug* Odd Behavior with Client Services Cases Widget

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.


Case Field Cloning Defaults ENHANCEMENT

The following PEO Case fields have  been set as Workflow Cloneable by default:

  • Category
  • Type
  • Subject
  • Description
  • Reported By
  • Priority