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Release 75 (Pulse) Notes

Owned by Diane Hogan (Deactivated)
Last updated: Jan 04, 2019
4 min read

The following items have been completed in this release:

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


We 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.


Enabled 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.


Converted 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.


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 The template (template code PHRDDNotice) is unpublished and must be published before use.


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.
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 notificationResolved 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.
36382New field sets added

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

  • OrgOtherInfo.fsHiddenFields
  • ContactOtherInfo.fsHiddenFields
  • 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.