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Release 40 (NEXT)

Owned by Tony Hayes
Last updated: Mar 10, 2016
9 min read

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

 

ENHANCEMENT

The Calendar is now available in NEXT!  This video   provides an introduction to the NEXT calendar with notes on changes from previous versions.  Detailed information on Calendar functionality can be found in the release notes below.

  

Task 34589                                                                                                                                      

Calendar View Module    

Resolution:                                                                                                    

There is a NEXT "Calendar" module that you can add to your User Profile, so that it shows up in the top nav, or you can get to it through the full Modules list - this is the analog to the "Calendar" module in classic.  It's meant to behave the same way as the classic calendar, with the exception of the following enhancements and known missing features:

  • Enhancements: * You can now drag events around to different time slots or days, depending on what view your in. And you can grab the top or bottom of the event and resize it to adjust the Start Time or End Time. * There are two additional views in the upper right of the calendar control: Agenda and Timeline
  • Known missing features: * You'll notice that the User field at the top is read only and defaults to the current user. We don't have the multi-select user datatype yet, so for the first release you'll only be able to see your own events when viewing outside of a workspace. When you view it from a workspace, it won't display the search fields at all, and display the name of the workspace in the Title bar. It will show all events in that workspace. Once we have the Multi-User selector you'll be able to filter to different users in that workspace. * Don't have the "Search" view, in the upper right of the calendar control, like classic does, yet.

 

Task 34690                                                                                                                                      

Calendar Detail - Event Details    

Resolution:                                                                                                    

Calendar Event Detail has been added to Client Space NEXT

Fields

  • Subject (text-wide) 
  • All Day Event (checkbox) 
  • Private (checkbox) - Start Date - Start Time           
  • onchange of the start time should adjust the end time = Start Time + 30 minutes.
  • End Date 
  • End Time 
  • Meeting Type (lookup)
  • Workspace (read only label) 
  • Organization (org type ahead) (Defaults to the workspace's organization, if there is one) 
  • Contact (org field related) 
  • Location (text-wide) 
  • Body (textarea)
  • Recurring Events may be edited by series or by individual occurrence.
  • The user will be prompted about sending notifications under certain circumstances, outlined in task Task #35192.

Security Access 

  • View Rights - if any of these checks fail, need to throw new HttpException(403, "You are not authorized to view this page."):       
  • Adding: No security checks occur for view rights       
  • Editing Private: You have to be a Global Admin or in the attendee list       
  • Editing Non Private: You either have to be Global Admin, in the Attendee List, or a Project User (for checking Project User rights there is a method on the UserSession: HasProjectAccess)
  • Edit Rights:    can only be edited by creator or global admin.      
  • Attendees that aren't admin or the creator can only change their own status.

Known missing features:

  • Link to retrieve the .ics

 

Task 34852                                                                                                                                      

Calendar Detail - Recurring Event UI    

Resolution:                                                                                                    

The recurring event configuration is implemented as a Right Menu instead of a modal dialog.

A dropdown at the top provides selection of the recurrence pattern: 

  • Non-Recurring 
  • Repeats Daily 
  • Repeats Weekly 
  • Repeats Monthly
  • Repeats Yearly

The different options for each recurrence pattern are displayed as you choose each type. No options are display when "Non-Recurring" is selected.

 

Task 34853                                                                                                                                      

Calendar Detail - Attendee Right Menu    

Resolution:                                                                                                    

Right Menu list similar to the Task Notification User list/Selector. 

Right Menu List will display:    

  • User Name    
  • Trashcan icon for removing an attendee (only creator or admin)   
  • Attendee Status (Accepted, Tentative, Declined)    
  • Icons for setting status       
  • Checkmark for accepting (only visible when the status is declined or tentative)        
  • X for declining (only visible when status is tentative or accepted)      
  • "No smoking sign" for tentative (only visible when status accepted or declined)
  • Attendee Selector List   - A "Select" button will be at the top of the Attendee Right Menu List. This will take you to a standard NEXT selector page where you can search for and add/remove users as attendees.

 

Task 34854                                                                                                                                      

Calendar Detail - Attendee Availability grid    

Resolution:                                                                                                    

Can view availablity by clicking the "View" button at the top of the Attendees Right Menu. 

  • Read only grid that displays each attendees availability for the day of the event.    
  • Red blocks are accepted events    
  • Yellow blocks are tentative events 
  • Checkbox to give the option to show full day 
  • Paging arrows to scroll through days.  

 

Task 35039                                                                                                                                      

Workspace Landing Calendar Icon    

Resolution:                                                                                                    

On the workspace landing page, in the Action Center right menu, a calendar icon button has been added to the button group.

Clicking the calendar button will open the calendar with the current workspace set by default.

 

Task 35192                                                                                                                                      

Calendar Detail - Pre-Save prompting    

Resolution:                                                                                                    

When saving a calendar event in NEXT, the pre-save prompting works as follows:

No prompting on adds, it will always send notifications. 

If any of the following fields are dirty:    

  • StartDate
  • StartTime
  • EndDate
  • EndTime
  • Location
  • IsRecurringEvent

The system will carry on with the save, without prompting, and always send a notification.

If something other than one of the above fields caused the form to be dirty, prompt with the following confirm:

"Changes have been made to this event. You can optionally send a notification to all previously invited attendees."

Click OK to send a notification. 

Click Cancel to continue saving without sending a notification.

NOTE: Newly invited attendees will always get notified.

 

Task 35218                                                                                                                                      

Calendar Appointments Right Menu    

Resolution:                                                                                                    

A dedicated "Appointments" right menu has been added, with the ability to Add, Edit, Delete and "View Full Search".

Calendar events have been removed from the Activities right menu.

 

Task 35356                                                                                                                                     

Meeting Cancellations Notices & Other Misc    

Resolution:                                                                                                  

Meeting cancellations were not getting sent when cancelling either a single occurrence, a single occurrence of a recurring or the entire series of a recurring.  The delete has been changed to go through the classic web service so that the notification now gets sent out.

When on mobile phone, its easy to drag events around accidentally when touching the screen to shift the view.  Drag and drop has been turned off on smaller devices.

 

Task 34864                                                                                                                                      

New Top Nav Logo for NEXT    

Resolution:                                                                                                    

The top Nav logo has been updated in NEXT.

 

Task 35138                                                                                                                                      

Next - Parent Form Configuration    

Resolution:                                                                                                    

Fixed a bug in cs_parentform_s_typeahead that was overwriting the current project id value with the SourceProjectGUID value.

 

Task 35287                                                                                                                                      

Right menu mini scrollbar glitch    

Resolution:                                                                                                    

Fixed several issues with the right nav pane and associated mini scrollbar including:

"Upload File" causes the mini scrollbar to become unresponsive.

Configuring more than two fields on a row causes field to be pushed underneath right nav Mini scrollbar fails to hide when collapsing right 'hamburger' menu

 

Task 35295 - ENHANCEMENT                                                                                                                                      

Task Right Menu: Display Workflow    

Resolution:                                                                                                    

Right nav task information has been enhanced to display workflow as well as Task Number and Status if it's populated, in the following format

#TaskNumber       Workflow / Status

 

Task 35299                                                                                                                                      

Field requiredness issue when hiding mlu datatypes in NEXT    

Resolution:                                                                                                    

Resolved an issue with field requiredness and hidden fields on multi-lookups that was causing the field to be required on the page even though the field was hidden using configurable field display.

 

Task 35308                                                                                                                                      

Word Merge Issue    

Resolution:                                                                                                    

Resolved issues related to server side merges on WORD merges.

 

Task 35358                                                                                                                                      

Excel Merge Issue: Merged Cells    

Resolution:                                                                                                    

Fixed a bug in server side merges where repeating row data above a section containing merged cells would cause the merged cells to be overwritten instead of pushing down the worksheet.

 

Task 35064 - ENHANCEMENT                                                                                                                                      

Case Dashboard Module questions/enhancements    

Resolution:                                                                                                    

The Create Date and Due Date fields have been added as hidden columns available for add to the case dashboard. 

 

Task 35368                                                                                                                                    

Double Organization & Workspace created   

Resolution:                                                                                                    

Fixed  a bug in NEXT where the system would allow multiple saves to occur if the "Generate Quote" button was clicked multiple times.  The system now ignores any additional workspace creation requests while one is already in progress.

 

Task 35383                                                                                                                                    

Last Visit on home page not accurate   

Resolution:                                                                                                    

Fixed a bug where the last visit date displayed on the Workspace Landing page was showing based on the Create Date of the Visit, not the actual visit date

 

Task 35171 - ENHANCEMENT                                                                                                                                    

Save/New button for codes in pricing console   

Resolution:                                                                                                    

Save and New functionality has been added to the Quick Add/Quick Edit functionality on the Pricing Console in NEXT.

 
 Task 35021                                                                                                                                    

Pricing Dashboard Should Respect Custom Pricing Console Setting   

Resolution:                                                                                                    

Fixed a bug in the pricing dashboard that would not allow a custom pricing console to be opened from the dashboard. 

NEXT now respects the "Use Custom Pricing Console" flag in the default settings of the admin workspace.

 

Task 35018 - ENHANCEMENT                                                                                                      

Contacts on Workspace Landing Page and Headers.    

Resolution:                                                                                                    

The ContactTypeOtherInfo  lookup group has been enhanced with metadata for the option to 'Show in Client Contact Widget'.. If checked the contact type will display on the Contact Widget of the Prospect Landing Page. 

The Client Contacts panel has been modified to:  

  • Always display the Primary Contact  
  • List all Contact Other Info Types whose Show In Client Contact Widget checkbox is checked   
  • When listing those Types, only a single Contact will be displayed, but clicking the Types text will expand and show ALL contacts of that type   
  • Contacts are sorted Alphabetically by Last Name ascending   
  • Contact Type categories are listed by the decode value ascending   

Depending on the form, the Client Contact Widget may contain a Company Info panel (expandable) with Org.Name, Org.AKA and Org.Phone and a jump to the Client Master link.

The following forms contain this new widget:   

  • Workspace Landing Page (Client, Implementation)   
  • Client Master   
  • Employee   
  • Comp Claim   
  • Unemployment Claim  
  • EPLI Claim 

 

Task 35233  - ENHANCEMENT                                                                                                                

Send Calendar Events to Contacts  

Resolution:                                                                                                    

The attendee selector for calendar events in NEXT has been enhanced to have the ability to select Contacts as attendees, in addition to Users. The selector page will continue to display Users for the Project to which the event is being added.

  • The "Type" column on the grid displays which type the attendee is, User or Contact.
  • An Organization Selector has been added to the attendee selector page, with the label "Include Contacts From".
  • Choosing an organization will include its Contacts in the search results.

The Organization that is selected on the calendar event detail is passed to the attendee selector page, and default the Organization Selector so that those Contacts are automatically included. It is editable so that you can choose Contacts from other Organizations.

If a Contact has a related User, this selector will favor the User record, and they will be added as an attendee using the User record's info rather than the info from the contact record.

 

Task 35431                                                                                                                                    

Override Effective Rate Checkbox   

Resolution:                                                                                                    

Resolved an issue where the field display functionality on the Pricing Comp Code would work inconsistently in Internet Explorer.  This functionality now works correctly in all supported browsers.

 

Task 35432                                                                                                                                   

Field Display on Contact Other Info dataform not working in NEXT  

Resolution:                                                                                                    

Resolved an issue where configurable field display did not work if applied to a Contact or Organization other info form

 

Task 35440                                                                                                                                   

Pricing Console Link on UW Approval   

Resolution:                                                                                                    

Resolved an issue where configurable field display did not work if applied to a Contact or Organization other info form

 

Task 35465                                                                                                                                   

Appointment Attendees   

Resolution:                                                                                                    

Fixed a bug in the attendee selector of a new calendar event in Next that would display multiple records for Contacts in the attendee selector list if those contacts were also project users. 

 

Task 35442, 35443  - ENHANCEMENT                                                                                                                                   

Legal Entity Changes   

Resolution:                                                                                                    

Enhanced the Client Master Logic - When the Contract Type on the Client Master page is changed either via direct interaction or via code, the Legal Entity is changed based on the default prescribed by the new Contract Type - if there is none as in the case of defaults set to "Use State Master" prior to pricing being generated, Legal Entity is set to blank.  This enhancement works in conjunction with task 35443 where the Legal Entity field is locked down.. 

 

Task 35047

Approval Notes - NEXT   

Resolution:                                                                                                    

Resolved an issue where the Underwriting comments were cleared and not visible when an approval was dependent and pricing had been re-submitted. 

 

Task 35240

Pricing State Policy Details not Defaulting   

Resolution:                                                                                                    

Change to Pricing which allows new Pricing States or new Codes  to be added to an already activated Batch or Pricing State with the proper defaults getting set by a User that has rights to the Add State & Code button on the Pricing Console.

Depending on how the Comp Model defaults a new WC Policy may need to be created, if it does not already exist. If one already exists, the system will use it.

The existing Pricing Batch, Pricing States and Pricing Codes will not be updated since they are already activated.

 

Task 34324

Change password next login   

Resolution:                                                                                                    

Change Password Next Login functionality has been added to Next to force users to update their password on next login.  This functionality mirrors Classic functionality.. 

 

Task 34469

Multiselect decode displaying & instead of just &

Resolution:                                                                                                    

Fixed a bug with the Multi Lookup datatype where instead of displaying the decode value the field would include &.  MultiLookup now properly displays the decoded value 

 

Task 35470

Inactivating a dataform/List Refreshing   

Resolution:                                                                                                    

Resolved an issue where when you inactivate a dataform, then save and return to the list, the field changes made are not reflected in the list.  List will now properly reflect the changed data on return.. 

 

Task 35494

Merge Filter Page: Single Date   

Resolution:                                                                                                    

Resolved an issue in NEXT where a between range on the date filter of a merge would return two between ranges, one for the begin date and one for the end date.  Date filters now work properly on merges filters in NEXT. 

 

Task 35048  - ENHANCEMENT                                                                                                                                      

Moving Claims to another workspace    

Resolution:                                                                                                    

A new Actions button has been created on the WC Claims Dashboard add two options, Move Claim & Delete Claim.

When Move Claim is selected a custom popup page opens that will prompt the user for New Workspace, New Employee & New WC Policy.

On Save, the claim is moved to the new workspace and the Employee and Policy fields on the claim are updated.

A Comp Claim Delete function has been created via a "Delete" button on the WC Claim Search module.

Before deleting the claim, this functionality checks if there are any Claim Notes or files attached to the claim and if so presents a hard error.

 

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