Want to maximize your usable real estate? Click the vertical divider to the left or press [ on your keyboard.

Release 77 (Pulse) Notes

Owned by Diane Hogan (Deactivated)
Last updated: Mar 01, 2019
4 min read

The following items have been completed in this release:

Sprint Began: 2/1/2019     Sprint Ended: 2/28/2019


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.


HRPAPI_Users (Case 36605) ENHANCEMENT

Updated the HRPAPI_Users (ongoing) import to eliminate extraneous users from being imported from PrismHR. Prism users who are not Service Provider user types are not imported into Pulse via the HRPAPI_Users initial and ongoing imports.


Email add-in (Case 35529) ENHANCEMENT

The email add-in has been enhanced to include the organization name when selecting additional contacts as part of the process of creating activities in the system through the add-in. This helps to eliminate confusion where multiple contacts may have the same name, or where one person exists as a contact on multiple organizations.


Case discussions: Work or personal email (Case 36234) ENHANCEMENT

Case Discussions have been enhanced, allowing you to choose an employee's work or personal email when configuring an employee as a discussion recipient.

  • When an employee has only a work email, the recipient list displays Employee name and work email by default.
  • When an employee has only a personal email, the recipient list displays Employee name and personal email by default.
  • When an employee has both a work and personal email, the recipient list displays Employee name and work email by default. When the employee is selected as a recipient, the right pane of the selector provides the option of selecting either the work or personal email as the discussion recipient.
  • If no emails exist for the employee, the system displays the existing error message that states this Employee cannot be selected because there is no email.


Workflow Channels user datatypes available as conditions (Case 35859) ENHANCEMENT

Workflow Channels have been enhanced to allow workflow triggering from User fields on dataforms. These user fields can be used both as the primary trigger for a workflow as well as additional triggering conditions so that when a user field changes, such as the Payroll Specialist, the system can route that change to an internal team member to execute a business process. 


Dataforms subscriptions (Case 29035) ENHANCEMENT

Dataform subscriptions have been enhanced to allow subscription notifications to be sent to:

  • Internal users only
  • External users only
  • Both internal and external users

These notification options are available from the Address step in Email Templates when the Include Dataform Subscribers as 'CC' Recipients checkbox is selected.


Saved Search actions (Case 37059) ENHANCEMENT

Saved Search functionality has been enhanced from a single button (to save a search) along with the option to restore the system default, which also removes any search customization.




34259Stopping Timer clears unsaved field changes on Time records

Resolved an issue when creating a time tracking record from a dataform with unsaved changes. Saving the time tracking record would lose the unsaved dataform changes.

34885Email Integration Email Templates do not respect Publish flagResolved an issue in which Email Integration was not respecting the Publish/Unpublish flag for email templates when generating automatic email responses on dataform creation.
36735List refresh removes Inactive list item formattingResolved an issue where a list refresh could cause the Inactive record formatting (Bold and italicized) to be removed from the inactive records.
36909Notification WidgetCorrected an issue where the CanResize flag of the Notification widget was set to True, which the widget does not support, causing unexpected behavior in the widget when an administrator would resize it in a layout.
36914Email Template Recipient Address is case sensitiveResolved an issue where the duplicate checking was case sensitive. For example, billq@prismhr.com and Billq@PrismHR.com and billq@Prismhr.com were all seen as different email addresses. This has been changed so that it is no longer case sensitive.
36922Task link is brokenCorrected an issue with several misconfigured system templates that caused unexpected behavior.
37009Remove Case Category metadata dataform from WorkspacesRemoved the Case Category metadata dataform from any workspace. This form is only accessible via the Case Category Lookup group. Fixed the Workspace Type Multiple Select dataform type, removing the ability to use the Form Searchable checkbox. A javascript error would be thrown when loading the search page for the dataform, and the loading spinner would spin endlessly.
37011Error in Workflow ChannelResolved an issue where the Workflow Channel Name typeahead validation would break in the presence of special characters, causing a 401 Unauthorized error during the validation call.
37202Unable to access the notes in the Activities section of the workspace.Resolved an issue when opening activities from the Activities Workspace Landing Page widget would throw an error.
37215Pricing Console surcharges

Removed the double-click functionality for Surcharges Add dialog. Surcharges can still be selected by clicking the Select checkbox.