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Release 73 Notes

Owned by Tony Hayes
Last updated: Nov 29, 2018
7 min read

The following items have been completed in this release:

Sprint Began: 10/1/2018     Sprint Ended: 10/31/2018

We moved the cheese!

Mmmmmm - Cheese!  The cheese icon  denotes a change in functionality so when we move the cheese and change the way something works in the system you will know about it.  

Upgrade Prism API to Version 1.14  ENHANCEMENT

The application connectivity has been enhanced to utilize the new 1.14 version of the PrismHR API. It is important to note that while version 1.14 exposes new methods of working with PrismHR Data, ClientSpace development will be needed to incorporate the new methods in the application code.   For more information about the changes in version 1.14 of the API read the API release notes.


Workflow Channels - Don't Require Primary Condition ENHANCEMENT

Several admin systems have been enhanced to remove the need for primary triggering conditions, including workflow channels, email templates and custom links as well as widget layouts. Workflow channels may be configured in this way using the "No Primary Trigger" checkbox on the triggering tab of the channel layout. For other administrative configurations the Primary triggering field is no longer a requirement, allowing you to configure all of the triggering using condition expressions.


Convert API Configuration To NEXT ENHANCEMENT

API Configuration has been converted to work in our cross browser application.  API configuration allows you to map a login and connection to outside third party applications such as Act-On, DocuSign and PrismHR, providing a conduit through which data can be synchronized.  For more information about API's review the "ClientSpace Integrations" section of our Knowledge Base, or Create a case for one of our staff consultants. 


Convert Manage Field Display To NEXT (Beta) ENHANCEMENT

Field display management has been converted to work with our cross browser compatible NEXT application.  For more information about customizing field display in you installation, read Configuring Dynamic Field Display.


Remove Enterprise Library: BIRepository/CallCenter/Activity Repository ENHANCEMENT

Older code methodologies in the BI repository, Activity repository and the call center have been removed in favor of DbAccess methods that are optimized for performance and more stability.


Pop Up Blocker Text ENHANCEMENT

Provided a useful tooltip on Help Center | Log a Case button that states "If a new window or tab does not open, please check your pop up blocker settings..." This is to assist users that would click the button and not see the corresponding dialog due to it being blocked by their browsers pop up blocker.


Convert Custom Links (Beta) ENHANCEMENT

Link Configuration has been converted to work with our cross browser compatible NEXT application.  For more information about customizing links in you installation, read Configuring Header Links.


Remove Enterprise Library: ActivityRepository ENHANCEMENT

Older code methodologies in the ActivityRepository have been removed in favor of DbAccess methods that are optimized for performance and more stability.


Attach To Dataform Record Dropdown for email add-in ENHANCEMENT

The activity detail page add to dataform dialog has been enhanced. The dataform dropdown in the dialog has been updated to list all dataforms for the chosen workspace.

The CC emails on the dialog have also been added when Posting to ClientSpace.


Info Bubbles missing on new Sys Admin pages ENHANCEMENT

Manage rules and Field Display have been enhanced. Info bubbles have been added to each field to describe the fields function in dataform configuration.


Stop Expiring Users that are set to future dates ENHANCEMENT

Updated the user account expiration logic to ignore users with future expiration dates when expiring user accounts based on last login date. The system will now expire Active, External Users whose last login date is greater than 180 days old and where the expiration date is not set.


Convert Dataform Admin (Beta) ENHANCEMENT

Dataform properties administration has been converted to work with our cross-browser NEXT application. This development does not include field administration which will be addressed in an upcoming release. For more information about configuring dataform properties, read the dataform properties section of  Dataforms - Workspace Building Blocks.


35091Exception on Benefits Plan Effective Date

Resolved an issue where if the Effective Date was not populated on a Benefit Plan and the plan was saved an unhandled exception wass thrown.

Two rules on Benefit plan are affected by this fix:

HE_BenefitPlanUnique

  • If the Effective Date IsDirty (or Unique Plan Code is Dirty) and Effective Date is empty, the Current Date will be used to check for duplicate Effective Date/Plan Code combinations.  Any duplicates will cause a hard error
  • This rule was refactored to accept an empty Effective Date. 

SetImportID

If the Effective Date IsDirty (or Unique Plan Code is Dirty) and Effective Date is empty, the Effective Date will be set to the Current Date before the save and will be used to set the BP ImportID and related Offered Benefit Plans ImportID's

35273Employee SUTA StateResolved an issue where the Employee SUTA state was sometimes set incorrectly on the Employment record. The system was pulling the State from the State Tax node for the employee - the state for the employee State Income Tax. Most of the time this will align with their SUTA state but not always. The system has been updated to pull the State from the Employee Home Location.
35405Assigned To change on CasesResolved an issue where when just the Assigned To was changed on a case, the internal and external notifications would not trigger. This has been corrected via an added script.
35061Business Intelligence Link from Module Search BrokenResolved an issue where modules opened from the module list with a target of new window would instead hang and display a "Loading..." animation.
35143Date Uploaded Search filter on Document Search does not workFixed a bug in the Document Search dashboard which caused filters for date uploaded to not work as expected. A paging issue which caused the page count of the data rows returned to be incorrect has also been resolved. Paging works now for everything except keyword searches and quick searches,which are limited to returning the Top 200 records for the criteria and sort order selected.
35204Time Tracking issuesResolved an issue with Time Tracking - in which a user with open time records attempted to start the clock on any new record, the start button would be disabled and the user would not receive any feedback that something went wrong.
35208Cases Requiring Attention notificationResolved an issue where report data from the Case and Task requiring Attention reports would be removed when the report HTML was inserted into the notification email. These reports now contain all of the appropriate case and task details.
35230Error Saving Custom Logic RuleResolved an issue that would occur when the method of a logic rule was changed from a method which included parameters to a method with no parameters.
35287Import Map Fields - Hard ErrorCorrected an issue where during import configuration, the Dataform and Field mappings on the Import Detail Map were required, causing issues when attempts to alter an existing "Special Import" where some of these field mappings are done in code and so these fields are blank. The fields in question are no longer required.
35296Manage Rules Detail Page ErrorResolved an issue where changing a business rule from one which had parameters to one which did not would cause an Object Reference exception to be thrown.
35332Import map save exceptionResolved an issue on Import Map Detail configuration where Import configurations with a large number of fields (100+) could cause the save process to fail due to the amount of data being passed back on the save.
35345Workflow item cannot be openedFixed a bug that was introduced during R72. An exception was being thrown when opening an existing workflow item with a primary condition based on a parent form field.
35346Widgets Broker - DEVFixed a bug where the "Surpress Report Header" setting of Widget management caused an error on save.
35348Legal Name is a required field when adding an Address Source to a Docusign Template

Corrected an issue specific to DocuSign email Templates where "Legal Name" was always required. This caused problems where the addressee was being pulled from a dataform field mapping. Legal Name is now marked as 'TBD' in the configuration and filled in later when reading the field data.

Also resolved an issue where fields specific to the DocuSign Merge were not being saved back to the database on save

35356Custom Logic Rule Parameter IssueFixed a bug with custom logic rules where the parameters would save inconsistently.
35368Triggering changes in Workflow causes workflow channel to be unstable.Resolved an issue where during specific configuration changes the triggering conditions on a workflow channel could be lost during the save, causing the save to fail.
35371Contact Type-Ahead ErrorFixed a bug where a completed Contact type ahead field on a dataform could cause an error to be thrown on page load if the contact had been deleted from the system, causing the page to not open.
35394Typos in Email Integration and Import Map DetailFixed misspellings in the UI of the Email integration and Import Map Detail sections of the application.
35421Email to Case Confirmation IssueResolved an issue with some System templates where the default "FromEmailOverrride" value was stored improperly, causing the Email template system to generate errors.
35428Import Map Header not showing all fieldsResolved an issue where foreign key fields such as user type fields were not being decoded properly into the Import Map Header list.
35524Unable to add subscribers to dataformResolved an issue where a configured search was saved in the dataform subscribers area which led to it appearing as though subscribers could not be added to a dataform. Saved search functionality has been removed from the dataform subscribers dialog.
35709Dataform Save with Document Index errorsResolved an issue where file upload and file attachment functionality may cause an exception to be generated when the functionality was added to a dataform and that dataform was then saved.
33714Deprecate Uploaded Files ModuleThe Uploaded files module which was used to support deprecated functionality has been removed from the system.  Create a case for one of our Staff consultants for questions regarding this.







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