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Release 78 (Pulse) Notes

Owned by Diane Hogan (Deactivated)
Last updated: Apr 02, 2019
7 min read

The following items have been completed in this release.

Sprint Began: 3/1/2019     Sprint Ended: 3/31/2019

User Management (Case 30265)  ENHANCEMENT 

User management has been enhanced. When a user account is set to Inactive, the email address is updated with the text "inactive." prepended to the account (inactive with a period). The prepend value ensures that system emails are not sent to inactive user accounts (inactive.bobSmith@test.org). If an account is re-activated, the "inactive." is removed from the email address, ensuring the user receives system emails.


Condition description for Email Templates (Case 32079)  ENHANCEMENT 

In Email Template creation, the step description has been updated for Step 4 (Conditions). Previously this description simply stated: In This Step: Set up your conditions.

The statement has been updated with a more helpful description: "In This Step: What additional conditions would you like to have met for this Email Template to be triggered? Add one or more conditions below and they will be used to determine the criteria for when the template will be triggered. This allows for 'AND' as well as 'OR' Conditions utilizing the Condition Expression feature. Using the Label field on the Condition, you can combine trigger conditions into more complex expressions, overriding the default 'OR' behavior - for example (Condition1 AND Condition2) OR (Condition3 AND Condition4) OR Condition5."


Link to triggering form via Email Templates (Case 34438)  ENHANCEMENT 

Email Templates have been enhanced. New field replace values have been added that make it easy to encode clickable links within your correspondence. The following new replacement values have been added to the field replacement function in Email Templates :

  • {AppURL} - Embeds a clickable link to the application which, when clicked, would go to the application homepage.
  • {LinkToTriggeringForm} - Embeds a clickable link to the application which, when clicked, would go to the dataform from which the email was triggered.


Case assignment (Case 35021)  ENHANCEMENT 

The case system has been enhanced with a link for moving a case between workspaces. This enhancement includes:

  • A link that opens a dialog to select a new workspace (from detail page).
  • A soft error (SE_ValidateMoveCase) to validate the move and warn the user if fields are cleared (if the employee is not in the new workspace, a soft error is provided).
  • A business rule (MoveCase) to change the workspace (set new Assigned To based on case type and new workspace).

The Move Case rule is pre-configured to run at the appropriate time during the dataform save process.


Assume User (Case 35440)  ENHANCEMENT 

The Assume User functionality in System Admin has been enhanced to alert system admins when they attempt to assume an inactive or expired user. The message is "This user is expired or inactive and cannot be assumed." Previously the system would hide the Assume User button for these individuals, which could be confusing.


Email Templates (Case 35912)  ENHANCEMENT 

The Email template system has been enhanced to include user typeahead type fields in triggering conditions. This allows the configuring administrator to use a typeahead method when selecting the Trigger Value for a condition that is using a user datatype as the Trigger Field, so they no longer need to know or look up the User ID for use in a text field.

The typeahead fields perform in the following manner:

  • Typeahead returns user values (Last Name, First Name) for active users only.
  • Typeahead returns "(expired)" behind the user name if the user record is expired.


Workflow Channel and Email Template typeahead fields (Case 36247)  ENHANCEMENT 

Workflow Channels and Email Templates have been enhanced to use typeahead fields when configuring triggering based on Lookup or Parent form type fields. Previously a text field was provided for use.

  • Typeahead fields were implemented for lookup fields and parent form fields on the Conditions step.
  • The typeahead allows you to select from a defined list for the field, or click into the typeahead and begin typing your selection.
  • The behavior of these typeahead fields closely mimics the field response of a lookup or foreign key field on a dataform.
  • Check boxes and HdrAction conditions do not use the new typeahead. They are still native select dropdowns.


Pulse Help (Case 37010)  ENHANCEMENT 

Three new help items have been added to the user profile using video lightbox/guide technology:

  • Add Modules to your user profile (Guide): This guided walkthrough takes you step-by-step through the process of adding modules to your profile and teaches you how to put the modules you use most right at your fingertips.
  • Enable Out of Office for your profile (Guide): Walks you through setting up your out-of-office profile and helps you to configure a backup user to cover for you when you are away.
  • Personalizing your user profile (Lightbox): This 3-minute video provides an overview of the user profile, explaining at a high level how you can customize the profile to suit your specific needs.


Employee Portal Case Widget rebranding (Case 37065)  ENHANCEMENT 

The Employee Portal Case Widget has been updated with styling to more closely match the Employee Portal application.


Client Service Workspace (Case 37101)  ENHANCEMENT 

A new Client Services Department workspace has been added as a repository for cases and other records where a matching Client or Employee number cannot be found.


Employee Portal (Case 37144)  ENHANCEMENT 

The “Can we help” dialog in the Employee Portal has been enhanced with typeahead functionality for the employee name. When logged in as a manager, the typeahead function filters the list of employees based on the characters typed. If no connection can be made to PrismHR to retrieve employee names, the field functions as a text field.


Employee Portal Case Widget (Case 37201)  ENHANCEMENT 

The Employee Portal Case Widget has been enhanced to include more detailed information about the PrismHR user/employee logging a case. The case widget includes the configured cell phone (or work phone if unavailable) for the current user's employee detail in Pulse, as well as their configured work email. If this information is unavailable, the system attempts to retrieve information from the PrismHR payroll system. If none of this is available, the created case will include the login ID of the Employee Portal user that submitted the case.


Employee Portal Case Widget (Case 37231)  ENHANCEMENT 

The Employee Portal Case Widget has been enhanced with more helpful error messages. The error message now displays: "Unfortunately, the service is currently unavailable. Please try again later. [Message ID: {Error Code}]"

For an explanation of the Error Code that accompanies the error message, refer to the following list.


Error CodeMeaningMessage
Error [10002](no "peo_id" or auth "key" in querystring)"Unable to validate User in ClientSpace, insufficient credentials provided. Please contact your ClientSpace Administrator."
Error [10003](no AppCode matching PEOID)"Unable to validate User in ClientSpace for PeoID '{0}'. Please contact your ClientSpace Administrator."
Error [10004](could not retrieve APIConfig by AppCode) "Unable to connect to obtain an API Configuration for validation. Please contact your ClientSpace Administrator."
Error [10005](could not obtain a LoginClient via APIConfig endpoint)"Unable to connect to obtain a PrismHR Login Client for validation. Please contact your ClientSpace Administrator."
Error [10006](could not obtain a LoginResponse object)"Unable to connect to PrismHR for validation. Please contact your ClientSpace Administrator."
Error [10007](obtained a LoginResponse but the errorCode != 0, bad login to PrismHR) "Unable to log in to PrismHR, Error = '{0}'. Please contact your ClientSpace Administrator and report this error."
Error [10008](successful LoginResponse from PrismHR but did not contain a PrismHRSessionID) "Unable to obtain a valid Session from PrismHR. Please contact your ClientSpace Administrator."
Error [10009] (no SignOnResponse when validating Token)"Unable to validate this User's Authentication Key, no response from PrismHR. Please contact the System Administrator of the system from which you are trying to log in."
Error [10010](obtained a SignOnResponse but the errorCode != 0, invalid Token)"Unable to validate User in PrismHR, Error = '{0}'. Please contact your ClientSpace Administrator and report this error."
Error [10011](not a valid TPA user)"This User or your Server is not configured for Single Sign On in ClientSpace. Please contact your ClientSpace Administrator."
Error [10012](Exception, loglevel2, bad endpoint)"Unable to validate User in ClientSpace, a severe error occurred during processing. Please contact your ClientSpace Administrator and report error '{0}'"
Error [10013](Exception, loglevel1, bad endpoint)"Unable to validate User in ClientSpace, a severe error occurred during processing. Please contact your ClientSpace Administrator and report error '{0}'"
Error [10014](Exception, but no APIConfig available)"Unable to validate User in ClientSpace, a severe error occurred during processing (no API Configuration form). Please contact your ClientSpace Administrator."
Error [10015] (ProcessTrustedLogin failed)"Unable to log in to ClientSpace. Please contact your ClientSpace Administrator."



34530 

Removing Client Template removes too many users

Resolved an issue in which removing a user from a Client Template inadvertently removed other workspace access from the user that had been manually added to their account. The system now records that the user access has been added from the template, and when the user is removed from the template, the system uses this flag to determine if the workspace should be removed.

34645 

Case Notification Email Template cleanup from R71

Removed deprecated Email Templates CSCINT and CSEXT from the system. Replaced the templates with configurable Case Email templates. Deprecated the related inactive business rule on the Case SendNotifications.
36697 Show Attachments on Email AdminResolved an issue where email attachments were not available either through the Notifications dashboard or the Email Admin control panel. The system now displays a paperclip in the Notifications inbox and an Attachments Action item in Email admin that allows access to the email attachments.
37284 Case Escalation

Resolved an issue in Case Escalation when a case escalation record with a matching case type and category cannot be found. The system would ignore an escalation record that matched only on priority. 

37541 Application error while trying to create Workflow Channel

Resolved a bug when adding conditions (Step 4) to a scheduled workflow channel caused an error.