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Release 59 ( CORE )

Owned by Tony Hayes
Last updated: Sept 13, 2017 by Tim Borntreger
5 min read

Sprint Began: 8/14/2017     Sprint Ended: 9/8/2017

The following items have been completed in this release:

Field sets and field display conditions 

Fieldsets have been filtered  from the "Controlling Field" dropdown when configuring field display conditions.  During field display, the "This Field" lookup will no longer display field sets in the selection.

Conditional Field Styles (Classic UI modifications) - ENHANCEMENT

Configurable Field Display has been enhanced with a new field called Type (lookup - options  Field Style, Field State).

  • If "Field State" is selected, field display performs as it did.
  • If "Field Style" is selected, display a Text Area is displayed called Field Style CSS.

The Configurable Field Display logic has been enhanced to support more than one condition per field for rules of type "Style"  for "State" rules the one per field is still respected.

Conditional Field Styles - ENHANCEMENT - NEXT

Configurable Field Display has been enhanced with a new field called Type (lookup - options  Field Style, Field State).

When "Style" is selected, field label styling may be configured so a field label can be styled differently based on conditions on the dataform - for example:

The label of a field could be set to different colors including Bold and underlined based on another field on the form such as a lookup denoting Client Satisfaction.  As the system supports multiple Style configurations, the field label in question could change to a different color for each lookup value in the list.


Request Duplicate Review - ENHANCEMENT

When adding a new Org, if any possible dupes are found, a new "Request Review" button will appear on the dupe check dialog.

Clicking this button will allow the user to request a review. This will insert a record into into tblDuplicateOrgReview (new table - the associated dashboard module is called "Org Dup Requests"). You can search and view the duplicate requests in this new module.

Most of the fields are read-only, but global admins can change the assigned-to and the status. The assigned-to user will see the accept and decline links (global admins will see these as well). If the user accepts, the org will be created based on what the original user submitted if the accepting user has "CRM_CanSaveDuplicates" rights. If the assigned-to declines, it updates the status of the request to "Declined" and does not create an org.

Components in this development:

- Duplicate Org Review table
     - Assigned To
     - Date Submitted
     - Org data packet
     - Org Name
     - Submitted By User
     - Status
             - Pending Review
             - Accepted
             - Declined
- Search Dashboard for this new table
- Trigger Email by Template Code = CRMDupOrgReview
     - Org fields as replace fields
     - Department Manager as recipient
- super special detail page to render the Org data packet to users


Expose Admin field in Activity Summary Detail Panel - ENHANCEMENT

The admin fields for Created By, Create Date, Updated By and Updated Date have been exposed on the activity summary so that they are now visible to all users.


Expand attendee list for Appointments in Org - ENHANCEMENT - NEXT

A new Security Entity has been added called "Calendar_Attendees_ViewAllUsers". This entity allows any users with view rights to it to see a new checkbox option in the "More" search menu when selecting attendees to "Include All Users". Include All Users adds all internal users to the Attendees list.  Currently this list contains users with calendar and workspace access.


Database Performance Tuning - ENHANCEMENT

The ClientSpace CORE database application has been performance tuned to optimize SQL Stored procedures and minimize required resources.  


Pricing Comp - Quick Edit Screen 

Resolved an issue where lookups were not properly decoding after the call to _decode, when the underlying value hasn't changed.


Dataform field comments in Next - ENHANCEMENT - NEXT

When a Dataform field has a Description, the form label now includes an info icon. Hovering over the icon causes a tooltip to appear with the comment.


Disappearing Logos

Resolved an issue where occasionally users would experience an exception being thrown, from the code that writes out the custom branding files on application start, because of multiple threads trying to write the file at the same time. This causes the system to fall back to using the standard clientspace logos, instead of whatever custom images they uploaded.

"The process cannot access the file 'E:\Webs\ClientSpace.PEO.Client.Next\custom\branding\loginlogo.jpg' because it is being used by another process."

The system now briefly locks the file on application start to avoid this issue.


{CaseNotes} and {InternalNotes} not formatting properly in Triggered Email Templates 

Resolved an issue where merged log and text area fields were not being displayed properly from email templates by converting <crlf> to <br /> tags for ALL replaceable fields in email templates.

Emails produced from templates now properly display returns and line feeds in html formatted emails


Template Task getting archived on accident

Resolved an issue where notifications would be sent on creation of a Template task in the Template workspace.  The system will now always suppress task notifications on save if  task is being created in a Template Workspace.


Validate external users - ENHANCEMENT

The system has been updated to disallow global admin to be checked if user is external.  Internal users may be set as Global Admins, but for external users this option is read-only.  


Require Time Tracking Record on Dataforms - ENHANCEMENT

Soft Error and Hard Error core generic _ Business Rules ("_SE_RequireCurrentUserTimeRecord", "_HE_RequireCurrentUserTimeRecord") have been created that require a time record on configurable trigger conditions.  Such as, Status is dirty, or Case Type = 123, and etc. Since it is an underscore rule it can be used on any dataform. In addition to the configured trigger condition it can also trigger if a time record doesn't exists for the current user within a certain time period - setting this value to 0 means that there simply needs to be a time record attached.


Email and Inactive Users

The notification system has been updated - if a situation arises where two users, one active and one inactive happen to have the same email address, when notification will appear as sent to the active user.


Dataform Field administration 

The word "Attribute" when adding dataform fields or viewing the list of fields on a dataform has been changed to use the word "Fields."

For example, the popup to add a field, previously labeled "Edit Attribute" has been renamed "Edit Field" and the column on the popup with the list of fields on the dataform is now called "Field".


Disable Subscription Email Not Working 

Fixed an issue to ensure new subscribers can be added to data form subscriptions when the Disable Subscription Email is checkbox is ticked on the Dataform Properties dialog. 

This checkbox also sets which notification system is used when producing dataform subscription emails.  

  • If unchecked a core system notification will be produced when the record is changed.  
  • If Checked and a published Email Template has been configured for this dataform, that template will be used (dataform subscibers must be a recipient option for subscriber emails to be sent).  
  • If checked and no template exists subscription emails will not be sent.


DocuSign Radio Button Bug - ENHANCEMENT

A groupName property has been added to the Docusign API configuration parameters, allowing configured radio buttons to be grouped appropriately.  For more information on Docusign, contact your Account manager.


Incident Custom Logic from Template Workspace

Resolved an issue where tasks saved in a template workspace would trigger logic on save.  Now when saving an Incident or generating an Incident via a trigger, if the Target workspace is a Template workspace, no custom business logic will be executed


Widget Admin Improvements - ENHANCEMENT - NEXT

The following core changes were made to make individual widgets more uniform and to avoid repeating work:

  • Remove the panel header background color specified in the widget css file
  • Increase the grid resolution by two times (smaller grid squares to improve drag and drop precision)
  • Automatically expand panels to fill all available vertical space
  • Add overflow-y:auto to grid container elements


Toast Notifications (Classic)

Toast notifications have been removed from the ClientSpace classic application. This functionality has been replaced by the notifications area in ClientSpace NEXT.




NOTICE: You are in the old ClientSpace Help system. Please link to the new ClientSpace Help here https://extranet.clientspace.net/helpdoc/home/ClientSpace.htm