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Release 39 ( CORE )

Owned by Tony Hayes
Last updated: Jan 11, 2016
5 min read

Product Version: CORE– Release 39 Notes - The following Tasks have been completed/fixed in this release.

 

Task 34674        Enhancement                                                                                                               Click here for the Video

Server Side Merges    

Resolution:                                                                                                    

It is now possible to run word and excel merges server-side without installing the Security Policy Editor.  A setting has been added in Global Admin - App Settings - Misc to toggle this.  By default server-side merges are enabled.  If you experience any issues with existing merges, revert back to the client-side merging and log a client service case with Support.

 

Task 34610      Enhancement                                                                                                                                 

Ad-hoc Report Web Service    

Resolution:                                                                                                    

An API has been created that will allow for executing an Ad-hoc Report and passing back results in XML. 
To implement this functionality code will need to be written to first call ProcessLogin, passing username and password for a valid ClientSpace account which will create a session token.  This token can then be used in the GetAdHocReportXml method along with the ReportGUID in question and the filter parameters passed as strings to generate and return report XML.  Report XML will be limited to a MAXRowCount which defaults to 5000.  If the MAXRowCount is exceeded the program will return the error "Row Count (####1) exceeds maximum allowed (####2)" with ####1 being the number of rows returned from the report and ####2 being the current MaxRowCount setting stored in AppSettings.

If a user logs in that does not have an Ad Hoc Profile set in their user settings the application will return an Empty XML Node.  A NetWise Administrator will be required to enable the web service by report as necessary. The Client is responsible for building any ad-hoc reports and associated code to call and use the API.  For information on implementing this feature in your install please contact your NetWise account manager.

 

Task 34698                                                                                                                                      

Generate Recurring Tasks Scheduled Process fails    

Resolution:                                                                                                    

The Recurring Task generation process has been enhanced to handle task generation failures gracefully.  Previously if a recurring task failed to generate it could cause all successive recurring tasks queued for the scheduled process to fail.  The system will now skip the failing task and move to the next.

 

Task 34746        Enhancement 

Error Detail Page Enhancement    

Resolution:                                                                                                    

Exception logging has been enhanced to add a "Copy Error to Clipboard" button.  Pressing this button while on an exception will copy all of the pertinent data into the users Clipboard, allowing you to copy/paste this error information to other applications.  This enhancement copies the following information to the clipboard:

  • Date Created
  • Error Name
  • User (Decoded, UserID)
  • Workspace (Decoded, ProjectID)
  • Error Text
  • Error Stack

 

Task 34760                                                                                                                                     

Edit Attribute dialog size    

Resolution:                                                                                                    

Added a resize to the Edit Attribute dialog after window contents are loaded.

 

Task 34775                                                                                                                                 

File Error    

Resolution:                                                                                                    

Defensive code has been added in the file management secure file attachment detail code-behind to check for a valid file on postback.  This resolves an "Object Expected" error that would happen on rare occasions when a version of the browser would allow the system to skip the file checks.

 

Task 34844                                                                                                                                      

"Active Templates" Popup Throws Error     

Resolution:                                                                                                    

From ClientSpace Next, when trying to open a template via the active templates link an error was thrown.  This is now fixed.

 

Task 34776

Scheduled Process Enhancement    

Resolution:                                                                                                    

The Scheduled process table has been updated to add a MaxRunMinutes column which will be used to automatically end long running scheduled processes, setting the IsRunning flag to "false".   The default for this field is 120 minutes.

 

Task 34813                                                                                                                                      

Fieldset configured inside itself causes crash    

Resolution:                                                                                                    

Resolved an issue where the system allowed you to configure a fieldset inside of itself, leading to a recursive loop which would make the fieldset and everything within it disappear from the form - requiring NetWise intervention.  You can no longer select the same fieldset you are on when configuring a fieldset on a dataform.

 

Task 34947                                                                                                                                     

Issue with Izenda data sources on existing report    

Resolution:                                                                                                    

Resolved an issue with Business intelligence where changes to a dataform such as adding or removing a field were not being evidenced in the Fields list until after the cache was cleared on the Web server  The system now will reload the server cache every time the report is re-loaded, simply closing and re-opening the report will cause the field to appear.

 

Task 35013                                                                                                                                 

CSA Docs are not locked down     

Resolution:                                                                                                    

Resolved an issue where the Password Protect functionality of Word merges had become corrupted, and non-functional. 

In Classic without server side merges - Add Password to Merge Admin Record, and when you run the merge the Word doc is automatically locked down and does not allow edits.

In NEXT this configuration is done at the file - Add the developer Tab to Word and select "Restrict Editing" Lock the document down and set a password, then confirm the password. Upload the document. When you run the merge the document is locked down and does not allow edits - Any server side merges including Classic and Next where server side merge is set will require the template documents to be password protected and then re-uploaded. 

Esentially the merge admin Password field is not used by server side merges, but clients could store the template password in this field for convenience.

 

Task 34820                                                                                                                                 

SSO should simply go to NEXT now.     

Resolution:                                                                                                    

Single Sign On functionality has been defaulted to login to the Next versions of ClientSpace sites.

 

Task 34879                                                                                                                              

Scheduling reports in ClientSpace     

Resolution:                                                                                                    

Resolved an issue where the scheduled process scheduler was using a public account which was being blocked by the Business Intelligence Validator.  The BI validator has been modified to grant the scheduler access to scheduled report generation

 

Task 35022         Enhancement                                                                                                                              

Misc. Dataform Maintenance Issues   

Resolution:                                                                                                    

  • In an effort to eliminate a persistent misconfiguration issue, the ability to change the "Can Have Multiple" checkbox on Dataform Properties has been restricted to NetWise developers once Form save has taken place .  This eliminates an issue where a Workspace single-dataform is accidentally misconfigured as a Multiform without configuring the list display fields, causing the system to generate an error.
  • Added functionality to clean up associated Field security Entities when a field is deleted from the system.
  • Added dependency logic on inactivating field has a dependent business rule or configured field display, the system will throw an error  when trying to inactivate the field before removing the field dependency. 

 

Task 35017         Enhancement                                                                                                                               

_SetImportID Business Rule     

Resolution:                                                                                                    

A new core _ busines rule has been created that will allow the ImportID to be set. It supports using fields in the Administrative fieldset too, such as the Primary Key.

Rule Parameters:

  • SourceForm: can be #ThisForm or a valid 'gen_' form that is not a multi-form
  • SourceField: must be a valid field on the SourceForm.  In addition to all dataform fields, can be 'GenKey', 'ImportID', 'RowGUID', 'fkProjectID'
  • PrependValue: Determines if a value will be prepended (separated by '-') to the SourceForm/SourceField value.  If checked, PrependValueForm and PrependValueField are required
  • PrependValueForm (optional): can be #ThisForm or a valid 'gen_' form that is not a multi-form
  • PrependValueField (optional):  must be a valid field on the PrependValueForm.  In addition to all dataform fields, can be 'GenKey', 'ImportID', 'RowGUID', 'fkProjectID'
  • PrependValue checked, sets the ImportID to: [PrependValueForm.PrependValueField]-[SourceForm.SourceField]

 

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