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

Release 76 Notes

 

The following items have been completed in this release.

Sprint Began: 01/03/2019     Sprint Ended: 01/31/2019

We moved the cheese!

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

Added Contacts to Salesforce  ENHANCEMENT


The Salesforce API has been enhanced to allow contact generation in Salesforce from Contact records created in the ClientSpace system. For more information about this functionality or help configuring this for your installation, create a case with one of our staff consultants.


Added Help icon to System Administration  ENHANCEMENT


The System Administration page has been enhanced with online Help for configuring help links. The links are then available from the header of the System Administration page.


Converted Table Metadata system  ENHANCEMENT


The Table Metadata system (System Admin > Advanced > Tables (Beta)), which drives dataform field auditing has been converted to work with our cross-browser compatible application. For more information about configuring dataform field auditing in your environment, create a case for one of our customer service specialists.


Converted Uploaded Files Queue  ENHANCEMENT


The uploaded files queue (System Admin > Advanced > Uploaded Files Queue (Beta)), which is used for integration with DocuSign has been converted to work with our cross-browser compatible application. 


Converted reporting administration tool  ENHANCEMENT


The reporting Administration tool has been upgraded to work with our cross-browser compatible application. The active reporting application, however still requires the Internet Explorer browser.


Enhanced Case Type system  ENHANCEMENT


The Case Type system has been enhanced with a Backup Assigned To user. This field is required when Default Assignment is set to Client Role and is designed to ensure that if the selected client role is not completed on the Client Team dataform, the case type defaults to a meaningful value. If both the Client Team field is empty and the Default Assignment has not been set, the Default Assignment reverts to the Manager of the Responsible Department field on the Client Service Case Category metadata associated with the case type.


Enhanced Help system  ENHANCEMENT


The integrated help system has been enhanced to include guided walkthroughs in the system. These step-by-step guides are now part of integrated help and launched from the help system. Look for help guides in the upcoming months!


Enhanced integrated Help system  ENHANCEMENT


The integrated Help system has been enhanced to display a descriptive icon for the type of help. Help types that launch on the same page are marked with a shadowed icon.

The available Help types include:

  • Video: Video cam icon. You can play a video that opens in new tab. 
  • Video: Video cam icon with a drop shadow. You can play a lightbox video that opens on the same page.
  • Article: Book icon. The article opens in a new tab.
  • Guide: Flag icon with a drop shadow. A guide is a walkthrough that opens on the same page. 
  • Default: Book icon. This is a new lookup. The default behavior opens in new tab.


Enhanced Help configuration link types  ENHANCEMENT


The Help system has been enhanced to include link types that provide type-specific icons. This enhancement also includes additional Help types that can be set by PrismHR development.

Link types available for configuration include:

  • Article: Denotes a written article or web page. The icon represents a book. Article links open in a new tab in the browser.
  • Video: Denotes a Help video. The icon represents a video camera. Video links open in a new tab in the browser.
  • Lightbox Video: Denotes a Help video. The icon displays as a shadowed video camera. Lightbox video links open on the page from which they are launched.
  • Guided Walkthrough: Denotes a step-by-step guide. The icon displays as a shadowed flag. Guide links open on the page from which they were launched.


Enhanced email integration  ENHANCEMENT


The email integration system has been enhanced. To and CC recipients from the original email are now available as part of the field replacement data and can be used when generating dataforms from email integration.


Enhanced Dataform field administration  ENHANCEMENT


Dataform field administration has been converted to work with the cross-browser version of the application. This removes the requirement of Internet Explorer when adding, deleting, and editing dataform fields.


Enhanced branding configuration  ENHANCEMENT


The Branding configuration (System Admin > Branding) has been enhanced. A set of reporting fields has been added for Report Signature and Report logo enabling the system administrator to configure the default signature and logo for reports.


Enhanced Branding ENHANCEMENT


Branding in the application has been redesigned to allow branding to be applied immediately on save of new branding images to the application settings.


Enhanced Salesforce Export API ENHANCEMENT


The Salesforce Export API has been enhanced to export Organization ID and Contact records to Salesforce.


Enhanced PrismHR API ENHANCEMENT


The PrismHR API has been enhanced to include Employee Work email address. Previously the Email field on the employee dataform was filled by the Personal email field. The system now supports a Personal Email and a Work Email field. 


Enhanced Saved Search ENHANCEMENT


Saved search functionality has been enhanced to allow the user to reset the configuration to the system defaults if a saved search exists.


Enhanced case discussion system ENHANCEMENT


The case discussion system has been enhanced to include the employee work email. When generating the recipient address information for case discussions, the employee work email will be included unless it is blank, in which case the employee personal email will be used.


Payroll Batch Import  ENHANCEMENT


A new PrismHR API Import (Beta Version) has been added for Payroll Batch Information. This Import and associated dataform can be used to store batch totals retrieved from the PrismHR Payroll system. If you are interested in using this import and willing to provide feedback to our Product Management team, contact one of our Customer Service Specialists.



35360Remove boilerplate @Page logic from search procs

Optimized the code that generates list information to replace inefficient code, which generated page counts in the list.

35404Refactor activities badge countOptimized the code that calculates the activity badge counts for Organizations to improve performance. 
35545Implement the latest Total Records design in Task ListOptimized the code that returns the total record count in the Task List for efficient performance.

36274, 36275, 36276, 36277,
36278, 36279

Removed enterprise libraries.Replaced the removed enterprise libraries with more efficient code to optimize system performance.
36287Remove saved search when adding surcharges to the current batch.Removed the Saved Search functionality from the Surcharge add dialog. It caused issues where a saved search could hide available surcharge records.
36384Message (this save only) not workingResolved an issue in which the Enable Subscription Email setting was off, but the dataform subscription action item still displayed the Message (this save only) area. This caused the system to appear as if it was not sending the subscription messages correctly when in fact it was disabling the subscription emails.
36430DocuSign ends TLS 1.0 and Weak Cipher SupportUpdated the DocuSign API to remove support for TLS 1.0. DocuSign no longer supports this cipher strength.
36440Import failures on some sites

Enhanced the Manage Import area with the following changes:

  • The manage import list now displays the value stored, in the event the lookup is missing.
  • If an import fails, you can now to reset it through the interface.
  • An error is logged when an import fails due to permissions issues.
36451Remove Classic view for DepartmentsRemoved the classic interface for departments functionality. Use the cross-browser compatible version of this function through System Admin > Departments.
36481DocuSign Integration - Continuation of Case #34816

Resolved an issue where the DocuSign API would not allow multiple recipient records with the same email address. The DocuSign API duplicate check has been updated for address recipients using the following matching criteria:

  • Source
  • Type
  • Address
  • Signature Type
  • Signature Anchor
36593Problem marking Yes for Ignore if Not Present on Email Template Signature AnchorResolved an issue in the DocuSign configuration on the Addresses step, where selecting Yes for Ignore if Not Present on a DocuSign tag configuration was not saved when the configuration was saved.
36598Remove Saved Search from Import map detail areaRemoved the Saved search functionality from the Import Map detail area of import configuration. This functionality added little value and could cause issues where a global admin could clear the default search and save, causing the system to display all import map detail rows instead of just the ones associated with the selected import map header.
36608Dataform Admin errorResolved an issue when editing certain dataforms through the new Dataform Admin when trying to open the detail page. This would occur for dataforms that did not have an existing pipeline object configured. 
36630Two Factor Authentication Email Template - Incorrect MergefieldResolved an issue with a replace code embedded in the Two Factor Authentication security email.
36694Case Discussion attachmentsResolved an issue in the Case discussion notification where attachments added to a discussion were not being included with the notification sent by that discussion.
36700Moved claim function on Workflow Channel Claims dashboard caching issue.Resolved an issue on the Workflow Channels Claims dashboard that occurred when a claim was moved. The Move Claim dialog would not clear completely. If you attempted to move another claim, the Workspace was already selected which stopped the claim move workflow. The system now clears the Move Claim dialog fields when a claim move completes.
36708ReplyID is duplicated in Case Discussion email template response.Resolved an issue in which Case Discussion email responses were not correctly formatted, causing duplicate ReplyIDs in the discussion response.
36722OrgOtherInfo and ContactOtherInfo not being triggered.Resolved an issue where the triggering fields on OrgOtherInfo and ContactOtherInfo were not triggering an update to Salesforce.
36789New Workspace: Internal-NextGen TrainingResolved an issue where changing the template on a workspace would not properly refresh the users and dataforms to that workspace from the new template.
36834Include Update Script to set the Help Type for current Video and Article links

Updated integrated help links to display the appropriate help icon: a video camera for video help and a book for articles or websites.

36838Issues when saving Change Password After Next Login checkbox on the User recordResolved an issue in the user detail dialog that caused the system to throw an exception if an administrator attempted to check the Change password after next login option and save the record.
36875

Field Display This Field populating incorrectly in Beta Next Version

Resolved an issue where Field display configurations in the Classic version of the application and the cross-browser version of the application would display differently. The application now consistently displays the same information regardless of where the configuration was saved.







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