Release 85 Notes

Sprint Began: 10/1/2019 Sprint Ended: 10/31/2019

ClientSpace release notes are now delivered in a single document. To learn about product features that you may not recognize, contact your Customer Success Manager.

ClientSpace R85 release schedule

The following chart describes the typical release schedule for our monthly upgrades. The schedule is subject to change and will be updated as required. To determine your group number or to ask questions, please log an Extranet case.

Upgrade groups	Date of upgrade	For this sprint, tentatively occurs on
Group 1	Second Tuesday of the month	November 12, 2019
Group 2	Third Tuesday of the month	November 19, 2019
Group 3	Fourth Tuesday of the month	November 26, 2019

ClientSpace Enhancements

The following symbols apply to product enhancements:

Denotes a change in functionality. So, when we move the cheese and change the way something works, you will know about it.

ClientSpace Plus (ClientSpace with additional modules)

ClientSpace Advanced Administration

Attachments for URLs (Case 29702)

Attachments now include linking to URLs such as websites and shared Google docs. Additionally, you can upload files. The links appear in a separate tab in Attachments. See Attachments.

Email Templates attach message as Activity (Case 31864)

The email template configuration now has the Include as Activity option. When selected, the system adds an email activity of the generated email message to the triggering form. The message appears in the Activities Action item. This functionality requires an associated organization on the workspace.

State fields on Location are now lookups (Case 34738)

The State fields on the Client location form for Primary address, Mailing address, and Billing address are now US State lookups. You can now select the state from a list. Any data stored in the state fields has been preserved.

Replace Field Merge Proc (Case 38580)

The peo_employment_emailtemplate_merge now includes Client Location Name as a replacement field. This enhancement decodes the Employee default home location as the location name and allows Client Location Name to be used in field replacement for notifications.

Licenses panel on user profile (Case 38626)

The User Details form now includes a Licenses panel under Action Items. Administrators can configure licenses directly from the user profile in addition to navigating to the Licenses admin area. See Managing licenses in user profiles for more information.

License cloning with user templates (Case 38628)

The template user cloning process now includes licenses. This enhancement applies the license to the user profile when using a User Template.

Manage Imports Cancel function (Case 38789)

A Cancel Import button was added to the Manage imports area, enabling global administrator users to cancel a long-running Import file that has stopped responding. This button enables canceling any import with an In Progress status and no updates for 10 minutes. The updated date for activity is set for every 100 rows. The Import Cleanup scheduled process removes the canceled imports.

I-9 HRAPI Import Mappings (Case 38960)

I-9 initial imports from the PrismHR system are now available. For more information regarding I-9s in ClientSpace, see I-9 HRPAPI Import Mappings. If you have additional questions, log an Extranet case.

I-9 Lookup values (Case 39558)

ImportIDs on the lookup values for I-9 List A, List B, and List C documents are configured to align with PrismHR. This enhancement enables a direct import of I-9 data from PrismHR. See I-9 HRPAPI Import Mappings.

I-9 Alien Registration (Case 39560)

The I-9 dataform has new fields for tracking employee alien status:

Alien Registration fieldset (fsAlienRegistration)
Non-Resident Alien checkbox (IsNonResidentAlien)
Alien Registration Number: text (AlienRegistrationNumber). This field displays when Non-Resident Alien is selected.
Alien Registration Expiration Date: date (DateAlienRegistrationExpiration). This field displays when Non-Resident Alien is selected.

Salesforce API (Case 38982)

When the Salesforce API creates a workspace, the API now populates the Sales Admin field on the client team dataform using the sales entity record of the Assigned To field on the Organization.

XML Datatype (Case 40498)

A new XML datatype is available for PrismHR Event dataforms. This new datatype enables the PrismHR Event import to capture specific metadata associated with PrismHR events.

Direct Deposit Notification (Case 38999)

The PrismHR event dataform now includes a new Additional Information field. When this field is used as a trigger condition for either an Email Template or Workflow Channel, you can pick an additional option from a list. Specifically, for Direct Deposit events, you can select Has Direct Deposit Changed?. This option excludes events for PreNotes, 401k, or HSA ACH changes.

To use as a trigger condition:

Field Source = PrismHR Event
Trigger Field = Additional Information (xmlAdditionalInformation Has Direct Deposit Changed?
Operator = Equals
Trigger Value = True

See Configuring a direct deposit notification in ClientSpace for more information.

Custom links (Case 39202)

Link configuration now allows blank values when triggering links from form data. This enhancement only affects form data. The system displays an error if Empty is the value for a Header Proc source. Additionally, the enhancement does not allow checkbox field configuration because this datatype is binary (enabled or disabled) and defaults to disabled (unchecked).

Scheduled Workflow Channels (Case 39533)

Scheduled workflow logic was added to enable the Date fields from Child tabs to be selected as the triggering date if the selected triggering form is the Parent of a tabbed set. Untriggered fields are filtered out and not included in the Add Untriggered options menu. When triggering a Task from a child tabbed form, the Task is attached to the Parent of the tabbed form. For example, the Termination Date on the employment form could be used to trigger a scheduled workflow task, and that task would be attached to the Employee triggering dataform.

Help text for Set Conditions in Widget Layouts (Case 39580)

The descriptive text for the Set Conditions area of Widget Layouts now includes condition expressions. The text now states:

You can configure a primary condition to drive this trigger. If this condition is not satisfied, no other conditions will be evaluated. If no primary trigger is configured, the other conditions will be evaluated. If any of them are satisfied, the trigger is satisfied (unless an expression is specified). Add one or more conditions below and they will be used to determine the criteria for when the layout will be visible. This allows for 'AND', 'OR' and 'NOT' conditions utilizing the Condition Expression feature.

Scheduled Workflows (Case 39624)

Scheduled workflows now allow server data fields as triggering conditions. This enhancement allows fields from dataforms other than the triggering form to trigger conditions for the scheduled workflow. For more information about scheduled workflows, review the topic Configuring Scheduled Workflows.

Pricing Module Quick Search (Case 40030)

In the Pricing module quick search, you can now use %Workspace Name.

Contacts API (Case 40218)

The HRPAPI_contact import now inactivates a contact in ClientSpace when a contact in PrismHR is deleted. This enhancement eliminates the need to maintain status in both systems.

IsActive Org/Contact security (Case 40258, 40262)

Administrators can now individually secure tblOrganization_IsActive and tblContact_IsActive fields. The fields tblOrganization_IsActive and tblContact_IsActive replace CRM_IsActive. Roles that previously contained the CRM_IsActive entity now have the new entities. The rights associated with CRM_IsActive have the new entities.

Replace Fields (Case 40331)

Workflow Channels now allow field replacement from generated dataforms by items that follow those generated dataforms in the workflow. Field replacement is only available for the most recent generated dataform as well as the triggering dataform and any single forms in the workspace. For more information, see Replacement Fields and Step 2 Content.

Employee Benefit fields (Case 40377)

The HRPAPI_employment*.csv and HRPAPI_initial_employment*.csv import mappings now include the following fields:

Employment.HasDependents
Employment.HasRetirement
Employment.EnrolledBenefits

A new import configuration, HRPAPI_emp_benefits, imports the data for these fields from PrismHR, and associated system configuration minimizes the configuration required to deploy this enhancement. This is an Advanced Administration function and requires a subscription. If you have questions, log an Extranet case.

Online Help documentation (Case 40421)

ClientSpace Help documentation now provides an enhanced user experience with a new, fresher format and also offers more content. In-application help searches and Browse Our Knowledge Base take you to the new help site.

API Department Codes (Case 40636)

HRAPI Code imports now occur before Employee and Employment imports, which resolves the Department Code dependency.

Workflow Channel tabbed dataform trigger conditions (Case 40950)

Workflow triggering now includes the same set of operators for child forms of a tabbed set as that of the main triggering form. This enhancement includes the IsDirty operator denoting field data has changed. For more information regarding configuring workflow triggers, review Workflow Channels and tabbed dataforms.

State master policy (Case 40962)

The Workers' Compensation system now only updates State Master fields if the configured policies associated with the State Master form are related to the activated policy. If the Policy CloneID field is empty, the system does not update the State Master Policy fields.

Tabbed Dataform trigger conditions (Case 41009)

Email Templates now include the IsDirty condition for triggering fields from child forms that have tabs on the triggering dataform. Previously the IsDirty operator was filtered from this list.

Case	Issue Summary	Resolution
ClientSpace Fixes
38561	Cannot see help text at top of the screen	Resolved issues that pushed help text off the page when an info bubble was close to the top of the screen.
39644	List refresh issue	Resolved inconsistencies with list refresh for newly added records. The system would overwrite the original list row detail, making it appear as if the edited original record had been updated rather than inserting the new record. Lists now update, adding the new item to the bottom of the list, and updating the record count.
39804	Typeaheads in the Workflow Channel Primary Condition	Resolved Workflow Channels issues with specific datatypes. Removed the following Datatypes from Conditions in Workflow Channels: Project User TA: No workspaceid available at time of configuration ProjectUser: No workspaceid available at time of configuration User Project: No workspaceid available at time of configuration Fixed Datatypes: User: Returns a list of all active system users User Type Ahead: Returns a list of all active system users User Filtered By Entity: Returns a list of all active system users User Filtered By Entity Type Ahead: Returns a list of all active system users User by Role: Returns a list of all active system users User by Role Type Ahead: Returns a list of all active system users Org Type Ahead: Returns a list of active system organizations Contact Type Ahead: Returns a list of active system contacts Org Contact (Field Related): Returns a list of active system contacts Org Contact: Returns a list of active system contacts Project Template: Returns a list of all active Template workspaces
40079	View fixes for peo_vwPricingInfo and peo_vwPricingInfo_all	The views peo_vwPricingInfo and peo_vwPricingInfo_all, which provides client level pricing data, now use the Current Batch flag on the Pricing Batch dataform, increasing the performance of Business Intelligence reports that use these views. For more information about these views, review the PEO view listing in our Knowledge Base.
40123	Exception: Adding favorite workspace	Resolved issues that caused exceptions when adding the Client Service workspace as a favorite.
40126	Cleanup Enterprise License script	Removed all except system users from the Enterprise license if that license was inactive in the site.
40134	Configure Import fields not displaying Inactive correctly	The following lists now properly format inactive records as bold and italicized: Custom Logic Rules Import fields Lookups
40214	Comp Claim Injury JavaScript affecting security and visibility of Comp Claim	Resolved issues that prevented the Comp Claim dataform from loading when one of the following fields were absent: Cause, Nature, Category, or Body Part.
40220	Workflow Channel triggerable dataform column sort	The Workflow channel triggerable dataform source list now sorts based on the Friendly name of the dataform and not the underlying table name.
40235	Multiforms available when adding tabbed forms	Resolved issues with tabbed multiform field selection as triggering dataform fields in Workflow Channels. Multiform child tab fields can now only be selected as a workflow trigger if the child form has a one-to-one relationship to the triggering parent form.
40253	Benefit Plan: Plan Model selection problem	Resolved an issue that cleared the field Plan Model on the Benefit plan, which then failed a dataform save when No Model Plan was selected.
40256	Update Calculate Totals description	The description of the Calculate Totals rule on the Comp Claim Financial dataform now includes the legal fields that are present in the form. New Calculations are: Paid Total = PaidIndemnity+PaidMedical+PaidExpense+PaidLegal Reserved Total = ReservedIndemnity+ReservedMedical+ReservedExpense+ReservedLegal Incurred Indemnity = PaidIndemnity+ReservedIndemnity Incurred Medical = PaidMedical+ReservedMedical Incurred Expense = PaidExpense+ReservedExpense Incurred Legal = PaidLegal+ReservedLegal Incurred Total = IncurredIndemnity+IncurredMedical+IncurredExpense+IncurredLegal Total This Claim = IncurredTotal-SubrogatedAmount
40429	SetupClientProspect method does not work	Resolve issues that prevented creating location records when a client workspace was created from a Salesforce import.
40432	Setting Time Tracking Category on Edit	Default time tracking category for Client Service cases now works the same way as tasks. If default time category metadata is configured, the data determines the default time category of a related time tracking record. If there is no metadata, but the dataform has a default time category, the default sets the time tracking category. If neither of these options has been configured, the default time tracking category is left blank when time records are created.
40465	External email dashboard attachments	Resolved errors with posting external emails to ClientSpace that had attachments of file extension .eml.
40466	External email accessing record	Resolved issues with the external email dashboard with default values in Organization and Contact.
40475	My Department Dashboard	Resolved issues with missing elements in Business Intelligence reports related to the My Department Pulse Dashboard.
40514	Percent search in lookups	Resolved issues with lookup typeahead datatypes that made the wildcard search of those fields case sensitive so that they would not work if the search string was all uppercase. The typeahead fields are now case-insensitive when using wildcards.
40571	Generated typeahead - exceptions	Resolved an exception when a multiform dataform with a non-text field selected as the default field AND records of that multiform are inactive for the current workspace, typing a “~” (tilde) into the parent form typeahead for that multiform dataform would cause it to crash with the following message: "Conversion failed when converting the varchar value ' (inactive)' to data type int." The system now handles inactive records and searching for them using the "~" tilde.
40576	Generated typeahead - parent form decode	Resolved an issue in the External Mailbox, when searching for and selecting a record to attach would cause the resulting field to be blank if you selected a record that was not in the top 1000 typeahead results.
40649	401K case type	Resolved an issue with a deprecated stored procedure that caused the process of un-securing a Client Service case type to fail.
40771	Users unable to modify Last Name in User Profile	Resolved issues that prevented users from changing their last name or email address in their User Profile if the user only had one security role.
40793	Refactor nw_document_index_iud_dataform_files	Updated nw_document_index_iud_dataform_files to remove duplicate files before inserting them to resolve potential duplicates.
40946	Condition Values clearing	Resolved issues that cleared existing field values when the trigger value field lost focus. The problem occurred when editing a User datatype trigger value on Workflow Channels.
40963	Implementation Check List dataform	Resolved issues in Workflow Channels that cleared dataform property options. The issue occurred when using the Add Untriggered function to set the Triggerable property of a dataform, such as Show on Workspace.
40807	Payroll Batch follow up items	Subscription records were added for payroll batch and benefits-related information. These PrismHR subscriptions are inactive on the Admin Workspace.
40870	Clearing Condition Labels in Workflow Channels, Email Templates, and Custom Links	Resolved a display issue in Condition expressions with Workflow Channels, Email Templates, and Link Configuration that caused the following issues: When opening the Label dialog on Condition expressions in Workflow Channels and email templates, the action pushed the dialog off the screen and caused the scroll bar to appear. When editing a label, the label dialog lost focus when the validation code included the condition being edited. This resulted in a Duplicate Value error.
41024	Underwriting Approval Security	Resolved issues that caused duplicate rows in the Approval record for some authorized users.
41059	Salesforce API imports	The Salesforce API import now generates a basic workspace if no workspace is present on the related Organization and no available Salesforce data maps to the Client Master fields.
41130	Benefit Tier rounding error	A business rule on the Benefit Plan was updated to fix a rounding issue. The issue occurred when changes to the monthly premium on the Benefits Plan record updated the calculated monthly premium values on the associated Benefits Plan tiers.