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Release 76 (Pulse) Notes

Owned by Diane Hogan (Deactivated)
Last updated: Feb 06, 2019 by Tim Borntreger
5 min read

The following items have been completed in this release.

Sprint Began: 1/03/2019     Sprint Ended: 1/31/2019


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.

Added Contacts to Salesforce  ENHANCEMENT

The Salesforce API has been enhanced to allow contact generation in Salesforce from Contact records created in Pulse. For more information about this functionality or help configuring this for your installation, create a case with one of our staff consultants.


Added Help icon to System Administration  ENHANCEMENT

The System Administration page has been enhanced with online Help for configuring help links. The links are then available from the header of the System Administration page.


Enhanced Case Type system  ENHANCEMENT

The Case Type system has been enhanced with a Backup Assigned To user. This field is required when Default Assignment is set to Client Role and is designed to ensure that if the selected client role is not completed on the Client Team dataform, the case type defaults to a meaningful value. If both the Client Team field is empty and the Default Assignment has not been set, the Default Assignment reverts to the Manager of the Responsible Department field on the Client Service Case Category metadata associated with the case type.


Enhanced integrated Help system  ENHANCEMENT

The integrated Help system has been enhanced to display a descriptive icon that indicates the type of help. Help types that launch on the same page are marked with a shadowed icon.

The available help types include:

  • Video: Video cam icon. You can play a video that opens in new tab. 
  • Video: Video cam icon with a drop shadow. You can play a lightbox video that opens on the same page.
  • Article: Book icon. The article opens in a new tab.
  • Guide: Flag icon with a drop shadow. A guide is a walkthrough that opens on the same page. 
  • Default: Book icon. This is a new lookup. The default behavior opens in new tab.


Enhanced Help configuration link types  ENHANCEMENT

The Help system has been enhanced to include link types that provide type-specific icons. This enhancement also includes additional Help types that can be set by PrismHR development.

Link types available for configuration include:

  • Article: Denotes a written article or web page. The icon represents a book. Article links open in a new tab in the browser.
  • Video: Denotes a Help video. The icon represents a video camera. Video links open in a new tab in the browser.
  • Lightbox Video: Denotes a Help video. The icon displays as a shadowed video camera. Lightbox video links open on the page from which they are launched.
  • Guided Walkthrough: Denotes a step-by-step guide. The icon displays as a shadowed flag. Guide links open on the page from which they were launched.


Enhanced email integration  ENHANCEMENT

The email integration system has been enhanced. To and CC recipients from the original email are now available as part of the field replacement data and can be used when generating dataforms from email integration.


Enhanced Dataform field administration  ENHANCEMENT

Dataform field administration has been converted to work with the cross-browser version of the application. This removes the requirement of Internet Explorer when adding, deleting, and editing dataform fields.


Enhanced branding configuration  ENHANCEMENT

The Branding configuration (System Admin > Branding) has been enhanced. A set of reporting fields has been added for Report Signature and Report logo enabling the system administrator to configure the default signature and logo for reports.


Enhanced PrismHR API ENHANCEMENT

The PrismHR API has been enhanced to include Employee Work email address. Previously the Email field on the employee dataform was filled by the Personal email field. The system now supports a Personal Email and a Work Email field.


Enhanced case discussion system ENHANCEMENT

The case discussion system has been enhanced to include the employee work email. When generating the recipient address information for case discussions, the employee work email will be included unless it is blank, in which case the employee personal email will be used.


Payroll Batch Import  ENHANCEMENT

A new PrismHR API Import (Beta Version) has been added for Payroll Batch Information. This Import and associated dataform can be used to store batch totals retrieved from the PrismHR Payroll system. If you are interested in using this import and willing to provide feedback to our Product Management team, contact one of our Customer Service Specialists.



35360Remove boilerplate @Page logic from search procsOptimized the code that generates list information to replace inefficient code, which generated page counts in the list.
35404Refactor activities badge countOptimized the code that calculates the activity badge counts for Organizations to improve performance. 
35545Implement the latest Total Records design in Task ListOptimized the code that returns the total record count in the Task List for efficient performance.

36274, 36275, 36276, 36277,
36278, 36279

Removed enterprise libraries.Replaced the removed enterprise libraries with more efficient code to optimize system performance.
36384Message (this save only) not workingResolved an issue in which the Enable Subscription Email setting was off, but the dataform subscription action item still displayed the Message (this save only) area. This caused the system to appear as if it was not sending the subscription messages correctly when in fact it was disabling the subscription emails.
36440Import failures on some sites

Enhanced the Manage Import area with the following changes:

  • The manage import list now displays the value stored, in the event the lookup is missing.
  • If an import fails, you can now to reset it through the interface.
  • An error is logged when an import fails due to permissions issues.
36451Remove Classic view for DepartmentsRemoved the classic interface for departments functionality. Use the cross-browser compatible version of this function through System Admin > Departments.
36630Two Factor Authentication Email Template - Incorrect MergefieldResolved an issue with a replace code embedded in the Two Factor Authentication security email.
36694Case Discussion attachmentsResolved an issue in the Case discussion notification where attachments added to a discussion were not being included with the notification sent by that discussion.
36708ReplyID is duplicated in Case Discussion email template response.Resolved an issue in which Case Discussion email responses were not correctly formatted, causing duplicate ReplyIDs in the discussion response.
36722OrgOtherInfo and ContactOtherInfo not being triggered.Resolved an issue where the triggering fields on OrgOtherInfo and ContactOtherInfo were not triggering an update to Salesforce.
36789New Workspace: Internal-NextGen TrainingResolved an issue where changing the template on a workspace would not properly refresh the users and dataforms to that workspace from the new template.
36838Issues when saving Change Password After Next Login checkbox on the User recordResolved an issue in the user detail dialog that caused the system to throw an exception if an administrator attempted to check the Change password after next login option and save the record.