Release 46 ( CORE )

Product Version: CORE – Release 46 Notes - The following Tasks have been completed/fixed in this release.

Task 37051 - ENHANCEMENT

Update _SetImportID and _SetFieldFromForm Business Rules

Resolution:

The _SetImportID and _SetFieldFromForm rules have been enhanced.

When configuring _SetImportID and _SetFieldFromForm, if the SourceForm is #ThisForm or the same as the current form, even if the form is a multi-form, ClientSpace will now allow the rule to be saved. Otherwise, if SourceForm is a multiform other than the current form, the system will display an error and not allow the rule to be saved. This allows these rules which could formerly not be used with a multiform source to now be configured using a multiform.

Task 37101, 37131 (NEXT)

Increase the default query timeout to 45 seconds

Resolution:

The amount of time allowed for a data request to the SQL server from the ClientSpace application has been increased from 30 to 45 seconds.

Task 37106

UserProject Suggest Performance Tuning

Resolution:

User Projects Suggest fields have been optimized to make the data returned generate more quickly, this difference will be most notable on installations with many Workspaces and Organizations.

Task 36899 Click Here for the Video

Calendar Sync Phase 2 (NEXT)

Resolution:

The main calendar view in ClientSpace NEXT has been enhanced to display external events.

The user has the subject line description as well as a color block denoting the calendar events schedule. The user cannot "drill into" external events and get to the calendar detail page, nor can they move external events on a ClientSpace calendar.

Events are color-coded, with ClientSpace events showing in BLUE and External Events displaying in GREEN. A legend in the upper right describes the color coding.

A "Resynch" button has been added to the main calendar dashboard which will import new events from an external calendar

Task 37045

Calendar Sync Phase 3 (NEXT)

Resolution:

Error handling when syncing External Calendar Events has been enhanced so that if a particular users calendar sync fails it can be reported to the user and logged in the exception logs.

Task 37115

Contact Module-Drop down filter of Assigned To doubles

Resolution:

Fixed an issue where opening the "More" dropdown of the Contact module searching for a name by the Assigned To Category results in a filter showing Assigned To twice.

Task 37118

Bad typeahead behavior

Resolution:

Resolved an issue where the typed values in any typeahead field were not available for use if the user tabbed off the field without selecting a value.

Task 37015 - ENHANCEMENT

Web Service to upload files into ClientSpace

Resolution:

The core system has been enhanced with a web service which works in tandem with an executable to upload large files directly to ClientSpace. These files can be uploaded to dataform fields (file upload datatype), dataform attachments (paperclip), Organization, Contact or Activity (ContactMgmtNotes) based on file naming convention. The file naming convention is as follows:

<tablename>.<columnname>.<identifier>.<identifiertype>.filename.extension

• <tablename>

Any “gen_” or “core” table (must match the Table Name in database exactly), e.g.:

- gen_SomeDataform
- tblOrganization
- tblContact
- tblContactMgmtNotes

• <columnname>

To upload the file as an attachment, populate this field with “paperclip”
To upload to a dataform field, provide field name (database field name)
**NOTE: only “gen_” forms can have a column name specified. Non-gen_ forms can only have attachments

• <identifier>

A key to locate a specific record; can be:

-the Primary Key

-the Import ID

-the 36 character Row GUID

• <identifiertype>

Specifies the type of the <identifier> field

-“GenKey” = lookup by Primary Key of the <tablename> table

-“ImportID” = lookup by Import ID of the <tablename> table

-“RowGUID” = lookup by Row GUID of the <tablename> table

Examples:

• gen_SomeDataform.SomeField.1234.GenKey.collateral.pdf uploads ‘collateral.pdf’ to gen_SomeDataform, inserts it in the ‘SomeField’ field for pkSomeDataform = 1234

• gen_SomeDataform..1234.GenKey.collateral.pdf uploads ‘collateral.pdf’ to gen_SomeDataform as an attachment to pkSomeDataform = 1234

• tblContactMgmtNotes..1234-10.ImportID.meetingminutes.txt uploads ‘meetingminutes.txt’ to the Contact Management Note form with the ImportID of “1234-10”

For more information about this bulk upload functionality create an Extranet case with your account manager.

Task 37171 - ENHANCEMENT

Update _SE_RequireFieldOnFormOnTrigger Business Rule to allow on a multiform

Resolution:

_HE_RequireFieldOnFormOnTrigger and _SE_RequireFieldOnFormOnTrigger rules will allow multiforms to be configured for TriggerTable and/or RequiredTable if #ThisForm or the current dataform is used. A simple note to parameter help text has been added regarding using the current dataform

Task 37131

Increase the default query timeout to 45 seconds

Resolution:

The max time allotted to submit a data request and return data from SQL has been increased from 30 to 45 seconds in order to decrease the likelihood of timeout errors for installations with larger data sets.

Task 37185

Lookup Decoding/Value switching issue (NEXT)

Resolution:

Fixed an issue in NEXT where the widget code that finds a lookup decode value was doing an OR and looking at both the Code and Decode for some reason. It now only looks at the Code value. Removed the OR that was also looking at Decode.