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5-2-2022
- Implemented grid Auto Refresh in new UI
- Set a Minimum Width for the Layout Drop Down option
- Addressed issue where users were not able to find newly created subtasks after creating them
4-23-20222
- Fixed an issue where Excel export was not working for "Export everything submitted after and including the selected date”
- Implemented Alternating Row Color on Task Grid for new UI
4-9-2022
- Addressed issue where Shared Lookups with permissions to add was not working according to the permissions given
- Added functionality to use Automations on subtasks
- Fixed issue where users were not able to delete a Subtasks that was added
...
- Fixed issue where Tooltips could not be seen for some areas on a form
- Further evolution of the new multi-attachment control
- Fixed issue where duplicates in a lookup prevented a multi-select dropdown from being used
September 7, 2021
- Added the ability to click to select an attachment, in addition, to drag and drop of attachments to new multi-attachment field
- Updated the Line Item control to better handle when the last Line Item entry is deleted
- Subtask form print was showing main entity form
- Addressed issue where multiple rows in Line Item control were not saving values and not seen in the grid in some cases
- Resolved issue where saving subtasks on a form with Line Items clears the Line Items
- Fixed issue where SubTask Default view and Default Subtask view are showing blank columns in some cases
- Addressed issue where Line items show first row data in every row when viewed in a narrow screen/mobile
August 29, 2021
- Added functionality to be able to have multiple Attachments in an attachment field, this will continue to evolve
- Addressed issue with the typeahead lookup not working when lookup field is something other than 'customString1'
- Corrected issue where Multiple dates in a Line Items control giving an error
- Resolved issue where Line Item fields were not showing on the form under certain conditions
- Addressed issue where multiple rows in a Line Item control were under certain conditions not saving values and not seen in grid.
August 22, 2021
- Added CSS override for classic UI for a user who has switched to try the new UI
- Resolved an issue with a read-only date field being required blocking Reapply
- Fixed issue with the subtask print option showing the main request form
August 15, 2021
- Added ability to use an expression in a Subaction condition on the right-hand side
- Added a preliminary capability for relating items between modules (show control with "Related Items")
- Addressed issue where New subtasks did not get created in specific new modules
- Resolved issue where when the option to show the item after the spawn is checked, it still shows
- Fixed Spawn feature failing when spawn is triggered from the UI
- Addressed issue where Task grid date-time values were not formatted correctly
- Resolved issue with Task grid not showing lookup column values correctly the first time
- Fixed functionality to Save subtask while creating parent item was not allowed
- Resolved issue where when Dashboard is enabled in the Global Permissions, the main menu still shows the Dashboard
- Resolved issue where using field relationships was not allowed when multiselect was being used
- Fixed Date fields that were not appearing in the dropdown for grid fields in the Subtask grid
- Addressed issue where closing an item after adding new subtasks creates new subtask vs exiting
July 31, 2021
- Fixed issue with MultiSelect field Filter not functioning
- Addressed issue with Comments not showing as history when enabled in SubTask Comments field properties
- Made changes to allow supporting tasks on mobile
- Fixed issue with missing column values when switching Parent <- to & from -> SubTasks views
- Resolved issue with saving rolled-up comments that exceed 10k
- Fixed issue with Save transition failing for subtasks under specific conditions
July 24, 2021
- Set the multi-select dropdown height to fixed and show a scroll bar
- Made changes to the Service Catalog if enabled, so that secondary users all see it, but for primary, it follows Module Permissions.
- Made Tenant and Module Admin default roles permitted to perform new actions in the workflow
- Added the ability to build a wizard-based form without customization
- Fixed an issue with Default form not warning if changes have been made when exiting the form
- Added Line Item support to the mobile app
- When adding/editing Lookups on the fly from the form, the dialog now shows the name of the Lookup for more context
- Made changes to allow date picker to show 'Today' & 'Clear' buttons.
- Addressed issue when a new item was added to the form and preview clicked, the preview was not showing changes
July 18, 2021
- For municipal workflow, addressed an underlying issue that led to double charging for certain request combinations.
- Added the ability to download attachments from the grid
- Fixed issue with Subtasks action buttons showing "Null" in front of action buttons
July 10, 2021
- Addressed issue with Line Items not being responsive on smaller screens
- Corrected tool-tip that should have been the export button instead a tool-tip shows saying "ImportReport"
- Fixed an issue with subtasks State conditional action not progressing the parent request
July 3, 2021
- Provided the ability to hide the date part of the Date Time field on a form
- Added spacing in the Line Item control to separate the Add and Delete (trash can icon) to make it harder to hit the wrong option
- Added a confirmation prompt for the delete of line items
June 5, 2021
- Add indicator in workflow to make it clear if a State has the Advanced tab enabled
- Implement task layout/view support. Now if Subtasks are enabled for a module, Subtask specific Views show in the dropdown
- Subtasks can now be auto-progressed to move Parent Requests state in Workflow State.
- Added ability to customize column configuration of Subtask grid.
- Fixed issue where State filter was not clearing with the "Clear all filters".
- Addressed issue where non-admins were not able to export to OData even with a role that had export privileges
May 16, 2021
- On-going evolution of new main UI. This is currently feature clipped so that it is not yet visible outside of Stratawise
...
- Evolution of new main UI. This is currently feature clipped so that it is not yet visible outside of Stratawise
May 2, 2021
- Fixed issue with dynamic field mapping not showing for non Stratawise users
- Addressed issue with adding a manual SubTask blocking form Save
- Added ability to be able to populate Sub-Tasks automatically from Import template
April 24, 2021
- Continued evolving next-generation "grid" UI behind the scenes; should be ready to be unveiled soon.
April 11, 2021
March 28, 2021
- Added functionality to limit Dashboard List visibility based on Permissions
- The Primary/Secondary role flag now shows in the list of Roles to make it easier to tell at a glance which are Primary
- Fixed issue with Lookup list not rendering correctly when a long lookup description is used
- Increased max length of the custom lookup fields to allow selecting multiple values
March 20, 2021
- Added the ability to set up email inboxes via integrations to allow the creation of items in a module when emails arrive in the inbox
March 13, 2021
- Reformatted validation summary on the login pages.
- Sorted modules alphabetically on module install templates.
- To enhance security, added a Captcha when requesting to reset password.
- Added password a strength meter and suggestions to the Edit User and Password Reset page
March 6, 2021
- Fixed alignment issue in task grid
- Fixed issue with the warning not showing for duplicate field names when saved via the default form
- In some cases, the Submit button was not showing for the forgot password form
February 28, 2021
- Created a means to resend workflow emails for a case where, for example, a customer's email server is down or not receiving emails
- Added password strength meter and suggestions to registration pages
- Added Captcha to mobile login page
- Changes to improve database and application startup performance
February 21, 2021
- Added additional logic to ensure users get warned when leaving the master form without saving
- Now further ensuring the user is warned when creating/updating Default form fields with a non-unique System name
- Can now update User fields via Subactions (that is, update properties of the logged-in User)
February 14, 2021
- Added "Can Add" setting to Global permission for dashboards. Only users in the specified roles can create a dashboard
- During Module Export, now only Factory Dashboards are exported
- Now after five failed login attempts, the user is prompted to complete a captcha
February 7, 2021
- Fixed checkbox spacing and sorting for permissions on the module permissions tab
- Fixed the roles sorting for permissions
- Fixed issue with not being able to import reports that have custom SQL queries
- Made changes to fix an issue with downloading reports
- Fixed user registration form position on Chrome and Edge.
- Made changes to stop the Registration form content extending outside of the container when validation messages show
January 25, 2021
Features
- Added ability to extend the User entity schema
- Added the ability to access & update User extended fields via workflow subactions
- Added the ability to whitelist domains that are allowed for enduser registration.
Fixes
- Fixed issue with Shared lookup type not importing if one with the same name was deleted previously
- Fixed reported issue where display condition style was not getting applied properly for emailed receipts
- Made checkbox/radio button text clickable links
- Corrected a Dashboard panel resize issue
January 18, 2021
- Added functionality to rename imported dashboard to avoid duplicate names
- General improvements to Dashboard import
- Cosmetic improvements to the Dashboard
January 11, 2021
- Made adjustments to report settings editor and fixed duplicate report edit hover text
- Implemented Save As and Import/Export for Reports
- Fixed text messages and box size to be consistent on Registration Email Confirmation and Resend Confirmation when a new tenant is registered
- Made dashboard 'Viewer' text improvement.
- Simplified dashboard button colors and correct coloring for dashboards in IE
January 4, 2021
- Updated multiple pages related to account management to match formatting on other pages
- Added description tool-tip on hover in use> profile to include user role details
- Added functionality to support the 'Save As' option for report
sdesigner - Enhanced dashboard support for pie chart legend
- Added support for the center title in donut charts for dashboards
December 19, 2020
- Prevented saving reports with duplicate name
- Added support for showing legends Pie charts
- Increase Centered Title Font Size for Dashboard Pie Charts·
- Minor adjustments to the queue status API
- Made changes to allow testing WSDL function with self and invalid certificates
- Added support for customers to upload their self-signed certificate for integration
- Initial support for API changes to query queue status
December, 12, 2020
- Additional changes to audit log to track access for security purposes
- Added support to permit tenant admins to reset a user's password
...
- Continued evolution of the embedding report capabilities
- Fixed an issue with User Profiles where the name did not show
- Improved automation test capabilities
November 15, 2020
- Enabled links to go directly to dashboards
- Addressed issues with Dashboards working not working on IE11
- Improved error message for 'Test Alert Now' within View errors
- Now non-admin users can send test alert emails
- Fixed bug where User profile username label is missing in some older tenants
- Made changes to better handle dates from the 1900s
November 8, 2020
- Addressed issue with Date in the date picker for a datetime field being out of sync
- Fixed issue with importing lookups via csv where date & time was not importing the time part of the date
- Implemented Refresh Dashboard List when creating a new dashboard or deleting one
October 31, 2020
- Implemented CSS changes to auto adjust the dashboard control UI height when the edit button is hidden
- Fixed issue with View alerts and datetime filtering not logging exception error
October 25, 2020
- Fixed issue with not being able to export reports when main table joined with history
- Implemented Dashboard Global permissions cosmetic changes
- Fixed issue where Grid alerts created an error when 'Comments' are included in the grid.
- Updated the report Save Message
- Made updates to the report interface
- Implemented Dashboard Button Clipping update.
October 18, 2020
- Preparation for using Multi-factor Authentication when connecting to send emails (improved security for outbound emails)
- Addressed an issue with importing CSV files where in some cases the time portion of a Date/Time field was lost
- Further evolution of built-in Report Editor/Viewer/Emailing
- Further refinements to the Dashboard clipping (editing capability clipped for non-Enterprise customers)
October 10, 2020
- Continued evolution of the built-in Report editor
- Changes to have the Dashboard retain state (e.g. remember which dashboard and which tab was last used)
- Improved the weekly upgrade process to further ensure no downtime for upgrades
October 4, 2020
- A number of refinements to the dashboard to give users better feedback
September 26, 2020
- Evolving In-product Reporting capabilities still clipped for most users
- Further improvements to the Dashboard capabilities, especially around permission management
- Corrected issues with Lookups duplicating when adding multiple modules
September 3, 2020
- Added support for directly linking to a specific dashboard
- Improved the User Location dropdown alignment
- Fixed some cases where internal State names were shown instead of the Display name
- Addressed an issue where Date Time fields were not fully supported for OData
- Addressed an issue where no data was returned by OData in a Multilocation environment
August 28, 2020
- Re-enabled the ability for administrators to set/reset user's passwords
- Addressed an issue where the payment profile link was clipped
- More minor improvements around the dashboard capabilities
August 20, 2020
- Improved the Date filter control in the grid to better validate the entries. At times users were leaving parameters empty and it was causing errors.
- Changes to better control the Dashboard visibility from the license file.
- Minor improvements around setting permissions for Dashboards (e.g. sorting roles)
- Added a means to create a dashboard from the main dashboard view (for users with appropriate permission)
- Adjusted some settings in the config files related to app initialization and affinity to web servers (hoping to improve performance and reliability).
August 9, 2020
- Internal improvements to JavaScript bundling for the dashboard
- Made changes role dropdown placeholder text
- Changed log statements to better log the error when saving generated reports with the entity.
August 2, 2020
- Addressed an issue with backend database views not generated for nested modules.
- Ensured the dashboards are not impacted when a module's internal name changes
- Addressed issue with importing module not mapping the PDF templates for PDF generation subactions correctly.
- Corrections made to dashboard column names for some builtin fields.
July 26, 2020
- Added missing permission control database creation (backend change, not visible to users).
- Addressed issue with bulk actions with integrations causing integrations to run multiple times.
- Addressed issue where tenants with no Dashboards defined could not create a new dashboard.
July 12, 2020
- Reworked how the Tableau WDC returns data to be more forgiving of special characters, such as a backslash
- Blocked deleting Factory Forms for Integrations, etc.
- More refinements to the Dashboard
July 5, 2020
- Updated Dashboard Panel to remove button flicker
- Added Dashboard rename support
- Addressed an issue with filtering the grid on columns that are in the multi-line item control
June 28, 2020
- Added an explicit dashboard Delete menu option
- Addressed an issue where user columns were empty in the grid for dynamic field mappings when fields are hidden
June 6, 2020
- Many improvements related to dashboard capability:
- smoothed out creating and saving dashboards
- Improved the ability to apply role-based permissions to dashboards
- added activity spinners when loading/saving
- many other small improvements
- Improved the auto-focus and email address validation on the login and related pages
- Smoothed out rough edges on the Module Administrator privileges–related to the recent ability to grant this on a per-module basis
- Made help dialog responsive.
May 16, 2020
- Addressed an issue with not being able to add new integration from the Integration Lookup grid
- Addressed an issue where the secondary help link not enabled on the module help/splash page
- Addressed issue where deleting a Module did not remove it from the visible list in the user interface
- Found and addressed an issue that had existed unnoticed for some time with Date/Time filtering in the grid
- Addressed an issue where Integrations failed to execute when there is a condition for an attachment that has multiple items changing as well
- Fixed an issue occurring when changing Lookup permissions, it was causing an internal error
- Added functionality to make the Module Admin role permissions per module instead of across all modules; now visible in the Permission tab of the module settings, and editable from within a User's list of Roles
May 10, 2020
- Addressed an issue in the query builder used to define integration criteria
- Fixed minor cosmetic issues in the onboarding wizard, such as supporting links from the hover text
- Added support to hide modules not being used from the module settings
...
- Updated module settings text
- Addressed an issue where form profile data was not working in specific cases (this is a feature that will remember user-entered content and auto-populate it for each new request).
- Addressed an issue with exporting to Excel for modules with Multi-Locations
December 28, 2019
- Addressed an issue where the import of Lookup date/time fields was not converting from the client’s time zone to UTC
December 21, 2019
- Fix for text consisting of multiple lines not rendering correctly in pdf
- Additional improvements to make sure paging is only loaded when the module exists
- Implemented changes needed to support post workflow actions.
- Feature added to read items for a module.
- Fixed error in alert email generation when the state does not have a valid display name.
December 16, 2019
- Addressed concurrency exception when generating reports
- Issue resolved with initial editors in Service Catalog appearing clipped at the bottom\
- Addressed an issue blocking the ability to revert to Tenant color once a Module color had been changed and saved
- Fixed an automation issue related to multi-location changes
- Fixed issue regarding Boolean field substitution variable replacement
- Further revisions to default fav-icon
...
- Fixed an issue where the Excel export option, "Export everything submitted after and including the selected date", was not including the records for the selected date
- Improved the readability and style of the alert messages
- Fixed an issue with Date filters in the grid that was impacting specific modules; at times the grid was empty when it should not have been
July 27, 2019
- Fixed an issue where users were getting prompted by the browser to authenticate
- Early version of the "escalate" feature–ability to spawn a request in another module with one click it creates the request and fills in any fields that are mapped.
...