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Release 40 (CORE)

Owned by Tony Hayes
Last updated: Jul 19, 2016
6 min read

Product Version: CORE – Release 40 Notes - The following Tasks have been completed/fixed in this release.

 

Task 35002 - ENHANCEMENT                                                                                                                                      

Cleanup Orphaned Time Tracking Records    

Resolution:                                                                                                    

A scheduled process has been created that will delete orphaned time records that were created more than 24 hours from the time the process is run.  Orphaned records will not have a workspace or related record.

 

Task 35003                                                                                                                                      

Dataform Cloning Issues    

Resolution:                                                                                                    

Resolved an issue with Dataform cloning where the system would clone a template dataform regardless of whether it was Active or not (IsActive flag).  System will now only generate clone forms if the Template Clone Form IsActive.


Task 35231                                                                                                                                      

Outlook 2010 x64 Add-In Issue - HIdden Dialog    

Resolution:                                                                                                    

The Outlook Add-In has been completely re-built using Ribbon XML which resolves an outstanding issue where MS Office save prompts could be hidden by the application. 

One example:  when using the Sharing feature in MS Excel workbooks to send a spreadsheet via email with the ClientSpace Outlook Add-in installed the Excel dialog box prompting "Do you want to save changes to this document?" would be hidden by the Workbook.

Contact Synching has also been removed from this version and will no longer be supported in future versions of the application.

 

Task 35059 - ENHANCEMENT                                                                                                     Click here for the Video  

Import - ability to set a hardcoded value or script    

Resolution:                                                                                                    

Import functionality has been enhanced with two fields added to the import field configuration.

  1. Is Column on spreadsheet required (yes/no).  If yes, the column must exist on the spreadsheet or else the import will error with a structural error.
  2. Default value - if the column field is empty on the configuration or the configured column is not present in the csv, then use the supplied default value.

 

Task 34312- ENHANCEMENT                                                                                                                      

Expose MailMergeGuid on UI    

Resolution:                                                                                                    

The MailMergeGUID has been exposed as a read - only field on the Merge Admin records under Admin Settings.  This GUID is used when setting metadata associated with the US States lookups for defaulting some merge link types.

 

Task 34725 - ENHANCEMENT                                                                                                                                      

Import Changes    

Resolution:                                                                                                    

The PrismHR API has been updated with the following changes:

  • Nightly Import Complete records are deleted after 5 days.
  • API Import Complete records are deleted after 3 days
  • Import Queue fails sleep for 24 hours
  • Fixes to failures will always process when they come in from Prism

 

Task 35055                                                                                                                                      

NPS from Email    

Resolution:                                                                                                    

A new field has been added to the Email Template called "From Email Override",  Including a tooltip explaining what this does.

 

Task 35060 - ENHANCEMENT                                                                                                                                      

Scheduled Process Enhancements    

Resolution:                                                                                                    

Long Running Processes can cause process blocking within a client. The system now makes a distinction between long running processes and short running processes. 

The system tracks the actual number of minutes it takes to execute a scheduled process and stores it in a new field on tblScheduledProcess  - LastRunMinutes
We have created two processessing loops instead of the one that exists today.  One for processes that take less than or equal to one minute, and another for things that take longer than a minute.

  • MaxRunMinutes is now exposed on the UI as an editable field.
  • LastRunMinutes is now exposed on the UI as readonly.

Long running processes will still block each other, but this is usually less of an issue.

 

Task 35057 - ENHANCEMENT                                                                                                   Click here for the Video  

Lead Ownership Locking    

Resolution:                                                                                                    

An app setting has been added for "Enable Recursive Department Access" to System tab.  This controls whether or not to update parent departments.

A new trigger has been added on the org that will update the Security Tab for Parent Department Hierarchy. This looks at the Department of the Assigned To User and grants View, Edit, &  View List rights to the Department_Member role of any associated Parent Departments. This triggers on Org add and update (if Assigned To changes). For example: Assigned To User is in South Florida Sales Department, which has a parent department of South East Sales, which has a parent department of Sales, which has a parent department of Executive. this would add South East Sales_Member, Sales_Member, and Executive_Member added to the security tab with Edit rights.

A trigger has been created on the Department that will trigger when Parent Department is changed. This trigger updates the Security tab of any Orgs that are associated with that department.

 

Task 35077                                                                                                                                      

IE Caching issue on Pricing Console    

Resolution:                                                                                                    

Resolved an issue - primarily in IE where the pricing matrix at the bottom of the Pricing console would not update after changes had been made to the associated pricing comp codes.

 

Task 35142                                                                                                                                     

NEXT - "Proposal" Merge Not Working    

Resolution:                                                                                                    

Fixed a bug where server side merges that contained merge data on multiple tabs in a workbook would strip out all but the first tabs data.  Data now merges properly into multiple tabs from a server side merge.

 

Task 35276 - ENHANCEMENT                                                                                                 Click here for the Video

_SetFieldFromKey Enhancement    

Resolution:                                                                                                    

The _SetFieldFromKey  has been enhanced to allow it to be used to set a dataforms ImportID as well as other fields on the form.

 

Task 35278 - ENHANCEMENT                                                                                                                                      

Allow contact attendees to be added to Calendar Events    

Resolution:                                                                                                    

The calendar system has been enhanced to allow inclusion of Contacts from the Calendar events associated Organization.  When adding attendees to a calendar event check the box to "Include Contacts from the associated Org" and "Search" - the list will then include Organization Contacts associated with the related Workspace.

 

Task 35335                                                                                                                                      

Mismatch between filename and Import Configuration in Import Queue records    

Resolution:                                                                                                    

Resolved an issue which could potentially create a Mismatch between filename and Import Configuration in the Import Queue records.

 

Task 35301 - ENHANCEMENT                                                                                                                                      

Logic Rule Enhancement    

Resolution:                                                                                                    

The business rules logic has been enhanced to include a "Save Action" field which determines what type of Save will trigger execution of the business rule.  Options include "Insert", "Update" or "Both" (default). 

This allows NetWise the ability to execute business logic either on Insert of a record, Update of a record or Both depending on what is required.  

This Save Action applies to all rule Types including Hard Errors, Soft Errors and Business Logic.  Save Action is a read-only field. 

If you would like to make changes to the Save Action of a rule, contact your account manager.

 

Task 35304                                                                                                                                      

Custom Datatype Bug    

Resolution:                                                                                                    

Fixed a bug with the Parent Form datatype where changes to fields using this datatype would overwrite the fkParentProjectTypeID on save causing issues.

 

Task 35393                                                                                                                                      

Calendar Invites    

Resolution:                                                                                                    

Fixed an issue with the "Get Calendar" functionality in Classic on Calendar items created in NEXT.  Previously any text containing carriage return or line breaks would be truncated after the first one. 

The code now includes the Carriage return /Line breaks allowing multi-line text boxes to properly contain all of the information.

 

Task 35419 - ENHANCEMENT                                                                                                                                    

Ignore CRM Attachments that start with image0    

Resolution:                                                                                                    

The "Post to ClientSpace" and "Attach and Send" functionality of the Outlook Add-In has been enhanced to not include embedded images in the body of the email. 

This is to remove any embedded signature images. 

 

Task 35289 - ENHANCEMENT                                                                                                                                    

Calendar Event Selector Datatype   

Resolution:                                         

A new Calendar Selector datatype has been created, allowing you to select any non-recurring calendar event to which the user account has access and create a link within the dataform to this calendar event.

The User Interface of the datatype will have 3 buttons:

"Go to Appointment" on the left. This is our standard "drill into the selected record" icon.

"Select Appointment" to the right of the decode label. Magnifying glass icon (Elipsis in Classic). Clicking displays a selector page to search for and select a calendar event.

 - The selector page:   

  • Lets you search for appointments in the workspace that the dataform lives in.   
  • Double clicking a row, or highlighting a row and clicking the Select button, returns you back to the dataform and sets the value of the datatype to the selected appointment.   

* NOTE: the difference between Classic and NEXT selector pages is that in NEXT we determined that it, given the usage of this datatype, doesn't make sense to be able to select recurring events, so in NEXT, recurring events are filtered out of the selector page results.

"Clear Appointment"

 - NEXT: Trashcan icon at end of field - clicking will clear the record

 - Classic: Click the ellipsis to open the record selector | Choose "Clear Selected Value" to clear the event.

The decode label in the center of the datatype displays the selected appointment in the following format: StartDate: Subject

 

 

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