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Release 38 ( CORE )

Owned by Tony Hayes
Last updated: Jul 06, 2016
5 min read

Product Version: CORE– Release 38 Notes - The following Tasks have been completed/fixed in this release.

 

Task 34304     ENHANCEMENT                                                                                                          Click here for the Video

Proposed Rule for RequiredFieldperFieldEngine (SE & HE)    

Resolution:                                                                                                    

Two new CORE business rules have been created  _SE_RequireFieldOnFormOnTrigger (Soft Error), _HE_RequireFieldOnFormOnTrigger (Hard Error)

Both of these rules add an additional Trigger field and Trigger value in the parameter area of HE/SE_RequiredFieldEngine rule.  Essentially this allows you to have multiple triggers for a required field rule

Example: 

Trigger Field: HdrAction Trigger Value: Submit - The rule will trigger when the Submit link is clicked IF

TriggerForm: Customer Info Trigger Field: Benefits    Trigger value: Yes - The Benefits Field is set to 'Yes'

(Then the following is required)

Required TableName: gen_Benefits  Required FieldName: z_MedicalERPercent

There are several caveats to this:

  • Rules can be configured on a multi-form, but will only validate fields on single forms within the SAME workspace
  • All rule parameters are required - Only processes raw data (no decoding).  If a parent form field is referenced by a parameter, will only test for the primary key of that form.  If a lookup, only the code value will be tested
  • TriggerTable (parameter) and RequiredTable (parameter) forms must be in the same workspace as the form on which the rule is configured
  • Parameters TriggerTable, TriggerField, RequiredTable and RequiredField are validated upon rule save:  
    • dataform exists, is active, is not a multi-form  
    • dataform field exists 
    • Converts TriggerValue (parameter) to a string for comparison

Parameters:

  • TriggerTable   - must be 'gen_x' or #ThisForm.  #ThisForm will use 'live' data from the current form PRIOR to the save.  'gen_x' will evaluate the TriggerField value in the database to determine if TriggerField = TriggerValue
  • TriggerField   - must be valid field on Trigger Table
  • TriggerValue   - must be a value or #IsEmpty
  • RequiredTable   - must be 'gen_x' or #ThisForm.  #ThisForm will use 'live' data from the current form PRIOR to the save.  'gen_x' will evaluate the RequiredField value in the database to determine if RequiredField is populated
  • RequiredField  - must be a valid field on RequiredTable

 

Task 34301     ENHANCEMENT                                                                                                        Click here for the Video

Prism Web Edition SSO (Single Sign On)   

Resolution:                                                                                                    

The ClientSpace third party Applications functionality has been enhanced to Integrate ClientSpace with PRISM HR's existing Web Edition SSO API.

PrismHR clients will will be able to click a menu button in Web-Edition. This menu button will be configured by the PrismHR Client.  When clicked, ClientSpace will receive information from Web Edition.  ClientSpace will then pass information back to Web Edition to complete the virtual handshake.

If the handshake between the two systems is successful, the PEO Client will be routed to ClientSpace.  If unsuccessful, the PEO Client will be routed to a page with instructions to obtain further assistance. These instruction should be configurable by the PEO.

The PrismHR Client is responsible for setting up Web Edition and ClientSpace Users and maintaining access.  For more information see Configuring Single Sign On Between PrismHR Web API and ClientSpace.

 

Task 34302    ENHANCEMENT                                                                                                       

Import Scheduled Process    

Resolution:                                                                                                    

Import management has been enhanced. 

Previously the only way to upload files to the system for import was via the File Upload utility.  This utility, while great for regular scheduled uploads of files to ClientSpace was cumbersome to use for one time, quick uploads. Once files were uploaded, they could only be imported manually or via a Windows scheduled process that runs server-side and is not configurable.

Functionality has been added to the Admin Settings | Import/Export | Manage Imports section which allows you to browse to a file on your computer or network and upload the file (.,csv or .txt format) into ClientSpace.

The Import Type of "Scheduled Process" has also been added to the Import Map Header configuration which allows you to configure the "Process Scheduled Imports" process under Admin Settings | Scheduled Processes and define your own schedule.  This scheduled process was designed to import Benefits and SIS files that are in the "Validated" or "Ready for Import" status and have a Map Header configuration Import Type of "Scheduled Process"  

 

Task 34307                                                                                                                                      

Exception when adding new code to Renewal Batch    

Resolution:                                                                                                    

Fixed a bug that occurred during the UpdateClientSetupFee rule on the Pricing State when adding a new Code to a Pricing Batch which could previously throw an error stating the "Session token is missing". 

 

Task 34377                                                                                                                                      

Email validation for 1 character domains on User profile    

Resolution:                                                                                                    
Resolved an issue on the user profile where if you attempted to input a 1 character email domain the system would throw an error - ex: bobsmith@B.com

 

Task 34405, 34391      ENHANCEMENT                                                                                                                                    

Voucher Import Errors - aggregated error logging 

Resolution:                                                                                                    

The import Error logs have been enhanced to account for large numbers of rows that fail do to an InsertOnly/UpdateOnly mismatch in the import configuration. 

Instead of repeating the same error for every row, the system will consolidate the skipped rows with a special summary line such as:  

- Rows Inserted: 0  

- Rows Updated: 0  

- Rows Skipped: 0  

- Rows Skipped

- Dataform Insert or Update not Allowed: 90  

- Rows Processed: 90 

 

Task 34400                                                                                                                                      

Comp Claim RTW history initial create logic issue    

Resolution:                                                                                                    

 

Resolved an issue where the Project foreign key was not being set on the return to work record that is automatically generated by the system when a new claim is created.

 

Task 34406       ENHANCEMENT                                                                                                                                

Excessive import file run times    

Resolution:                                                                                                    

The file import process has been enhanced to optimize the code for non-tabbed dataform imports, resulting in a significant performance boost for non-tabbed dataform imports.

 

Task 34466                                                                                                                                     

Enhance nwBase Error Logging    

Resolution:                                                                                                    

The CORE error logging routines have been enhanced to include the URL of the dataform from which the error is occurring.  This will help to make troubleshooting issues easier.

 

Task 34554        ENHANCEMENT                                                                                                                               

Deleting dataform fields    

Resolution:                                                                                                    

Users without the 'IsDeveloper' attribute will not be allowed to delete non-custom CORE and PEO dataform fields.  The delete button will still appear but the user will receive an error when deleting.  Custom dataform fields (z_ fields) can still be deleted without special rights.

 

Task 34554        ENHANCEMENT                                                                                                      Click here for the Video                           

Client Service Case Email Integration 

Resolution:                                                                                                    

Functionality has been added to the CORE system to integrate a specified email box(es) with ClientSpace in order to generate Client Service Cases from emails sent to a specific email address.   Example: your company utilizes gmail for an employee help mailbox with the email address of employeehelp@mycompany.com.  Proper configuration will allow ClientSpace to open the mailbox, find any unread emails and using information from the email, create a client service case of a specific type which will be either attached to the appropriate Client workspace, or attached to a default workspace based on your configuration options.  The system will then respond to the email sender using an html formatted email template you configure.  Detailed documentation of this configuration and functionality can be found in the article Configuring Email Integration For Your ClientSpace Installation.  If you have further questions about functionality or how to utilize email integration at your company, contact your NetWise account manager.

 

Task 34593       ENHANCEMENT                                                                                                                               

Trouble with security settings on Version Management     

Resolution:                                                                                                    

Fixed a bug where non-Admin users were able to see different file versions in the interface, but not able to open them. 

 

Task 34548                                                                                                                         

Upgrade Business Intelligence with latest (6.9.0.6) dll from Izenda  

Resolution:                                                                                                    

Resolved 2 issues introduced with the last version of Izenda business Intelligence.

  • Dashboard "Scrunching" issue where reports included in a business intelligence dashboard would not dynamically resize to take advantage of the area allotted to them, instead sitting on the right side of the window with empty whitespace to the left.
  • Missing True/False filter in Reports/Dashboards


Task 34634                                                                                                                        

Generate Quote using wrong Template 

Resolution:                                                                                                    

Fixed a bug in the Org business logic that was causing the system to always generate workspaces from the Client Template, regardless of which Template was chosen for use.

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