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Release 71 (Pulse) Notes

Owned by Tony Hayes
Last updated: Sept 10, 2018
9 min read

The following items have been completed in this release:

Sprint Began: 8/1/2018     Sprint Ended: 8/31/2018


Enhanced Org and Contact Imports for Other Info Tabs ENHANCEMENT

Organization and contact imports (CRM_org.csv and CRM_contact*.csv) have been enhanced to include Org other info and Contact Other info fields in the import. When added to the imported file as well as to the import data map the Other Info dataform will be filled and properly attached to the appropriate Organization or Contact.

Add Employee Column to Case Search ENHANCEMENT

The employee name (last, first) has been as a column on the case search dashboard results.

OOI Fields to CM through Business Rules ENHANCEMENT

A new business rule "DefaultPrimaryBrokerAndAgent" has been added to the Client Master which fires on workspace creation. When the workspace is initially created, the value from the Organization Other Info (OOI) "Referred By" field is copied into the Client Master "PEO Broker" field. At the same time the value from the OOI "Referral Agent" field is copied into the Client Master "Primary Agent" field. This rule is inactive by default, for help with activating this rule, create a case for on of our Staff Consultants.

ImportID Setter Proc Update for Client Lists ENHANCEMENT

The ImportID setter has been enhanced to set a standardized ImportID for the following dataforms:

  • Shifts

  • Departments

  • Divisions

  • Job Codes

  • Benefit Classification

  • Pay Groups

Updated Logic for Sales Entity SE on Org ENHANCEMENT

A PEO Configuration setting named "Disable Sales Entity Warning" has been added that allows the a System Admin to turn off the rule which checks for a Sales Entity record of the organization creator when creating a prospect workspace.

Tick this box to disable the soft error that is produced when the Assigned To on the Organization does not have a Sales Entity record configured.

Adjust Icon on Case Discussion To Be More Visible ENHANCEMENT

The attachment icon on the case discussion detail has been adjusted to make it more visible and recognizable. Icon now appears as a paperclip on the discussion detail form.

Case notifications as triggered Email Templates - Phase II ENHANCEMENT

We have further enhanced the system so that case notifications are done via triggered email templates, making them more configurable.  Some of the enhancements include:

New email templates:

  • CaseExternalNotify

  • CaseInternalNotify

  • CaseInternalNotifyCritical

A new merge stored procedure for these templates: peo_clientservicecase_emailtemplate_merge_proc

Three new recipient stored procedures for these email templates:

  • peo_clientservicecase_external_emailtemplate_recipient_proc - "To" recipients include: Case subscribers, and users with the role for the case type

  • peo_clientservicecase_internal_emailtemplate_recipient_proc

  • peo_clientservicecase_internal_critical_emailtemplate_recipient_proc - "To" recipients include Case subscribers, department heads, and users with the role for the case type

The recipient stored procedures return the following:

TO:
Case Assigned To
Case Contact
Case Employee

CC:
Case Assigned To's Manager (this would be the Assigned To's department manager)
Case Notify User
Case Type Notify Role
Case Subscribers

Employee Server Data Proc, Inserts ENHANCEMENT

The Employee Server Data Proc 'peo_server_data_employee' has been modified to return workspace-related data when the Employee is added.  The following data will be returned:

  • 'EmploymentStatus'

  • 'EmploymentType'

  • 'HireDate'

  • 'ClientNumber'

  • 'ContractType'

  • 'ContractEffectiveDate' 

Beef Up Watch Widget ENHANCEMENT

The Watch widget has been enhanced to allow for a custom decode function based on record id of the watched item. Previously this widget shared the decode function used by the left hand Work items. This standard decode function will still be used if no Watch decode function is present. If neither are present the system will display the defined "default attribute" on the form, and if this is not set, the dataform name will be displayed.


Files table view ENHANCEMENT

A View has been created ( nw_vwUploadedFiles ) to expose file data for business intelligence reporting.  This view contains the following file related columns:

  • FileName
  • DateCreated
  • DateUpdated
  • CreatedBy
  • UpdatedBy
  • ContentLength
  • Description
  • MetaTags
  • ColumnName
  • luCategory
  • DateValidated

Email Templates - Docusign ENHANCEMENT

The Docusign administration functionality of the Email Template system has been converted for use in the cross browser application. Previously this administration had relied on older, IE only technology. The system now provides the ability to add a contact or user or email field or hardcoded email address to receive a copy of the Docusign document, instead of having to be a signer of the document.

Option To Hide Report Title ENHANCEMENT

An option has been added to BI Widget Settings when configuring BI report widgets (Surpress Report Title). When checked the title of the associated report will be hidden on the BI report widget.

Triggering Form list on WFC and Email Templates ENHANCEMENT

An IsTriggerEnabled flag has been added to the Dataform table and exposed through the Form Properties user interface.  This flag now drives the "Triggering Form" dataform selector in Workflow Channel config and the Email Templates, determining which dataforms are available as triggering forms.  Forms previously configured as Triggering, but that are currently not configured as valid triggering forms will still appear in the list and the configured WFC/Email templates will function, but users will not be able to add new configurations using these forms. Templates configured in this way will display a warning message that states:

The triggering form is no longer enabled. If you still wish to use this as your triggering form, go to Dataform admin and check the Trigger Enabled checkbox.

Search Work Items Inactivation  ENHANCEMENT

The Work Items list has been enhanced to allow for multiple work items to be opened from a multi-form list. Previously opening a Client Service case within a workspace for example would lock the Client Service Case list, not allowing you to open another case without opening another instance of the list.

The system has been enhanced so that multiple Parent level work items (cases in the previous example) may now be opened from a list. If a child of this dataform is opened (such as opening a task from the case) the parent form is locked and may not be edited due to concerns that changes to the parent may affect the child through business logic. Other parent forms in the work items list however may now be edited.

Smooth out user creation ENHANCEMENT

The contact user creation process has been streamlined, making it more intuitive,  The create user checkbox and Text field have been converted to a Create User Action item.  Clicking Create User from the contact will create a new user account from the contact information available using the designated Contact Template user.

Unable to use % as a variable ENHANCEMENT

The dataform system has been enhanced to allow wildcard searches using the "%" wildcard when searching for a user by first, last or full name.

Script tags in text fields ENHANCEMENT

Fixed a bug where including script tags in a text field could cause the system to throw an exception when you saved the form. These types of tags are now stripped from the field content on save, leaving a blank.

Ensure ImportIDs are Unique ENHANCEMENT

Additional logic has been added to the system so that when a form is saved the ImportID will be unique within the workspace.

Convert Manage Import To NEXT ENHANCEMENT

System Administration functionality for "Manage Imports" has been converted to our cross browser compatible application.  This functionality allows you to upload and import data directly into the system using .csv files and matching configured import mappings (create an extranet case for a staff consultant if you have questions).  For more information about uploading and import data into your system read Managing Data Imports.

Convert Module Admin To NEXT ENHANCEMENT

The module admin system has been converted to our cross browser compatible application. 

Searching

Quick Search: Module Name (starts with and contains), Category (starts with)

More Search: Name, Category (drop down), Role, User, Dropdown to replace checkboxes (Classic, Next, Outlook, BI - no need for Module and Dashboard Module options)

The returned list results contain Name, Category, Type, Description and Target

Module Detail Page: 

Category: Dropdown includes Classic, Next, Outlook, BI.  This will Default to Next on an add. 

Target:   Main and New are valid values.

Type: (Classic, Next, Outlook, BI)

Security roles may be added to modules through an action item on the right.

If a Type of Business Intelligence is chosen, a Report field allows you to select the associated BI report


Convert Time Tracker Categories To NEXT ENHANCEMENT

Time tracker categories have been converted to work in our cross browser compatible application.  For more information review Customizing Workflow - Adding And Editing Time Tracker Categories.  If you need help configuring Time Tracker categories, create a case for one of our Staff Consultants.

Bug With Sales Activity View ENHANCEMENT

Resolved an issue with the Sales Activity module on Mobile devices where backspacing in a date field to remove a date would cause the date to spontaneously reset to the original value, making it difficult to change dates.


Deprecate "From Email Override" ENHANCEMENT

The Email template system has been enhanced.  The older "From Email Override" functionality has been removed in favor of an email selector control which allows you to use the default Admin Email address, a typed Ad hoc email address to define a specific "From" user, the email can be derived from any user in the system, from the recipient stored procedure or from a user field on any single form in the system.  This allows for a dramatic increase in flexibility when defining email templates.

List widget issue ENHANCEMENT

Fixed a bug with Widget padding at the bottom of the container being too tight and cutting off part of the widget.

Manage Import Queue ENHANCEMENT

The "Manage Import Queue" system admin function has been converted to our cross browser compatible application and published as an option on the "Imports" tile .  The buttons for Delete, Reset and mark complete have been combined into a single Mass Update function.  For more information about managing import queue functionality review the "Import Queue Management and Configuration" section of this document.


31059

Recurring Import Error - 'Out of sync status' 

Resolved an issue where Company imports would consistently throw "Out of sync status" error because the payroll system status and the application status did not match.  Two flags on the PRO Configuration page in the Admin Workspace affect how these disparate statues are now handled. 

Allow Termination from Payroll System - If checked (true), when a client is "Terminated" in the Payroll System the termination workflow will be triggered by the nightly import, creating a termination record and setting the Client Status to "Pending Termination".  If unchecked (false), the system will ignore the import status, preserving the Client Master status without throwing an error.

Allow Any ClientMaster Status During Import - If checked (true), when a company import is processed the status of the Client Master will be set to the status of the import file.  This status change will only affect the Client Master status and not trigger termination workflow unless the "Allow Termination" flag is also set to true.  If unchecked (false) the import status will be ignored and the import will continue without throwing an error.

34496

Lookup Metadata javascript

Fixed a bug in the Contract Type lookup metadata that caused the meta for UseOnTemplates to throw errors on page load

33134Smooth out user creationFixed some issues with Contact User creation that would cause multiple user security entities to be generated when a contact user was created.  Replaced the Create User checkbox and text field with an Action link to Create User.
33918Error when trying to access organizationResolved an issue where dataforms that had a bogus Link GUID would cause the form to error when rendering. 
34010

List widget issue

Fixed a bug with Widget padding at the bottom of the container being too tight and cutting off part of the widget.
34170Email Templates, Address Stored Procedure Preview errorResolved an issue with Email Templates where if an Address Stored Procedure is selected and the link for "Address Stored Procedure" is clicked an exception would be thrown. The system will now appropriately display the fields that will be returned by the Address Stored Procedure.
34211Default Assigned To on Dependent TasksResolved an issue which affected Assigned To/Owner/Start Date Source/End Date Source field replacement on dependent tasks within a workflow channel, as well as dataform user and date field replacement on dependent dataforms.
34333Email Templates Replace Fields previewFix a bug that would cause Email Templates Replace Fields preview to not render.
34341Email Templates, From Email address bugFixed a bug on existing email templates that use the 'From' address from the Address Source Procedure. This bug would cause that address to sometimes be ignored when editing the template and tabbing through the 'Address' tab causing the system to throw the error 'From address is required'
34395WFC Primary and Secondary conditions, Trigger SourceResolved an issue in Workflow channels where the Primary and secondary trigger source may not be properly defined on save of workflow. Also resolved an issue where Dependant workflow items may not fire properly if the Workflow trigger source was a Server Data proc field.
34113nw_import_s_ready problemResolved an issue in import logging where the system would use the database table name instead of the friendly name for the destination table when logging errors during import.
34624Remove External users ability to Add modules to user profilePreviously the system did not support External users accessing system modules, but they still had the ability to add those modules to their user profile.  We have removed the ability for external users to add modules to their profile to avoid confusion.