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  • Added support for attachments within a Line Item control
  • Addressed a case where Attachments disappeared in subtasks when action or save is applied
  • Added support to export subtasks
  • Added support for performing actions from the grid when an item has more than one multiline row
  • Improved support for Tableau filtering when using OData
  • Improved performance when loading a module for edit
  • Added new required privacy setting for iOS

 

  • View Matches not working as expected in Automations
  • Import does not work when Action column is present and empty
  • Attachments in Subtasks do not show after saving or performing action
  • Added a "Is Null" option to Automation criteria
  • In some scenarios, views are not working on the mobile app

 

  • Enhanced Line Control Fields to follow the Read Only condition in Section properties

 

  • Improved the error messages when the import fails
  • Added validation on multi-select lookup fields during import
  • Addressed an issue where some views were not working in the mobile app.

 

  • Added support for validation on multi-select lookup fields
  • Fixed an issue where multi-select fields were not working properly on the grid

 

  • Improved one case where the date field does not allow access to the calendar UI
  • Addressed an issue with closing the import form
  • Addressed an issue where in some cases Audit was showing 'NaN'
  • Now importing first validates actions & states before import
  • Addressed an issue where Audit details show value & ID columns of lookups
  • Addressed an issue where in some cases multi-selects are not being treated as dropdowns in the grid for filtering

 

  • Fixed an issue where fields in the grid that are being filtered on the form are not showing as expected
  • Added support to validate multi-select lookup fields on import
  • Changed the default for Import Update, now it will perform any specified action column, else save the updates
  • Addressed an issue where validation was not being performed on non-numeric field types when importing

 

  • Made opening a parent item the same whether opened from the parent or the child
  • Improved performance requests
  • To make it easier for users to relate imported items back to their source items, include the 'id' column if present in the source file
  • Enhanced the purging of items that have gone past the retention period to be more automated
  • Addressed an issue with the entity API that was recently introduced
  • Made it possible to use 'Contains' operator when pulling data using PowerBI
  • Added the ability to see all of the lookup items in a multiselect

 

  • To help when resolving errors, the import error view now includes the 'id' column
  • Increased the maximum allowed number of columns in the new UI to 75
  • Ability to see parent item from the original child item on the grid
  • When viewing the parent ticket from a read-only ticket, the parent is now read-only if the child is
  • Attachments are now read-only when the associated field is marked read-only
  • Importing items with ";" without a space into a MultiSelect field is now supported
  • Now when all subtasks are completed, the parent ticket will transition to the next state
  • Added the ability to execute certain SQL operations from javascript subactions

 

  • Added the ability to filter the Import grid to show items with errors
  • Fixed an issue where the main Workflow Actions in Subtask states were not showing correct Actions in some cases
  • Fixed an issue where OData results are empty when tenancy has multi-location enabled

 

  • Added the ability to filter on the import result grid to show items with errors
  • Addressed an issue in the condition editor where Main Workflow Actions were showing in Subtask states
  • Upgraded OData, Dashboards & Reports to Microsoft .Net 8

 

  • Improved highlighting of Subtasks
  • Improved validation of attachments
  • Added flexibility to the size per module of attachments
  • Increased the upper bound to the size of attachments

 

  • User search now supports special characters
  • User export now exports all users consistently
  • Enhanced the import user format
  • User Export and Import Column Names now match
  • General improvements to the user export

 

  • Made lookups more flexible so that when multilocation is turned on for one module in a tenant it is not required for all lookups for that tenant
  • Resolved an issues where multi-Print when there are multiple line items in a subtask.

 

  • Optimization of the back end with regard to how columns are loaded
  • Optimization related to data injestion

  • Addressed an issue where exporting to Excel was not working when certain filters set
  • Addressed an issue where refreshing the page loads the grid multiple time in certain circumstances

 

  • Added the ability to select multiple items to print at once

 

  • Fixed an issue where, under some situations, line items entries are not showing correctly in the grid
  • No way to import items into Line Item control fields
  • Added the ability to export users
  • Now Line Item values are split into multiple lines within the grid
  • Added a settings to allow different intervals for time picker
  • Optimized the form fetch request to reduce unnecessary overhead with each editor open
  • Addressed an issue where in the New state of parent requests, subtask extended fields were not being saved
  • Addressed an issue where subtasks could be deleted in the Initial state of the Parent, but not after
  • Addressed report issues with the User schema customization
  • Changed the exported data with line items to use commas as the separator between values to be consistent with other fields
  • Added the ability to set patterns for permitted types of file attachments
  • Improved feedback when imports completed
  • Addressed an issue where importing large data sets timed out

 

  • Improvements related to auto-retention settings
  • Improvements to support bulk import of requests

 

  • When saving two subtasks at the same time the second one saved will give a message that it has been changed by other users.
  • Addressed an issue with report editing and importing
  • Addressed an Issue creating new dashboards.

  • New capability to only permit login via SSO when SSO is turned on, selectively, by domain name
  • Improved the feedback to the user when their SSO Login email address is not registered in Stratawise
  • Addressed an issue preventing saving a User Whitelisting from the Settings page
  • When a new subtask is created, copy all the parent comments over

 

  • Added support for Two-factor Authentication
  • Addressed an issue where batch action shows a different set of actions to perform
  • Addressed an issue where Alerts were not working with newer views saved from the new UI
  • Addressed an issue where a user cannot save two separate tasks that belong to the same parent at the same time
  • Added a feature to require certain domains to use SSO rather than their native Stratawise login

 

  • Patched an issue with Forgot Password, Password Reset and Resend Invitation that was introduced with the SSO improvements

 

  • When a subtask is spawned now all the comments can be copied over to the new request
  • Fixed an issue where the Alert emails were not working with new the newer UI  layouts

 

  • Resolved an issue preventing addition of attachments to subtasks in some situations
  • Grid is showing an error in the task views unless you update the subtask master form

 

  • Fixed an issue where at times Batch Actions were not displaying the correct Actions
  • Improved Insert and updates performance in the new (new UI)
  • Fixed an issue where the fhe filter dialog Cancel/Ok are broken in the new UI
  • Fixed an issue where in the global settings, were users were not able to add a custom logo

  • Pushed historical data into module event queue to allow customer to sync
  • Fixed Styles and Scripts to address exception in logs.
  • Fixed CSP YouTube Error
  • Addressed issue where subtask and bottom main item when both were created at the same time, the subtasks showed the time in UTC
  • Fix issue where filter for "Today" not working in new UI.
  • Fixed issue where adding user when exceeding user licensed count did not show error message.
  • Increased the database length of the fields customLookupX to 256
  • Addressed issue where new UI showed blanks in Status for specific group of roles
  • Added functionality to use Required conditions (Like display condition) for Attachments
  • Fixed issue with Dashboard export not working
  • Addressed issue where newly added attachments would not open
  • Addressed issue where the task view for a module with subtasks enabled - there were a couple of issues
    • when user performed an action from the grid the item did not refresh after the action was performed.
    • Using Save when the item is opened an action was performed.


 

  • Addressed an issue where the "Keep me logged in" option was clearing the password

 

  • Fixed an issue that was fallout from a vulnerability update on the log in page.  Was interfering with Keep Me Logged In checkbox.

  •  Addressed apparent impact from prior vulnerability updates, including:
    • Classic UI not rendering 'unread' rows
    • Tableau WDC not working correctly

 

  • Addressed newly detected vulnerabilities as part of general upkeep of security
  • Added the ability to download attachment with size
  • Fixed issue where in some cases new UI takes user to a different login screen
  • Addressed issue where Register Device Function was failing with the latest upgrade
  • Addressed issue where in certain cases the Global Search was not working in the new UI

 

  • Released updates that address vulnerabilities in some underlying dependencies

 

  • New UI - Classic UI Layout settings not consistently shown in the new UI
  • Fixed an issue where the Form designer misbehaved in the new UI
  • Automations cannot process fractions of Days - added an Hours selection
  • Conditionally hiding fields in "Line items" was not working as intended
  • Field values from another field do not work in "Line items"
  • Added payment profile for end users in the new UI
  • Fixed an issue where the Dashboards window was showing up on the right side of the screen
  • Automation - added an option to match items by hours
  • In the new UI the Grid was not rendering correctly in some situations
  • Fixed an issue where the Null check in subaction condition did not work when using one of the 'customX*' fields
  • Fixed an issue where the Column dropdown was not showing all values in the new UI
  • Fixe an issue where the Filter builder was failing in the new UI
  • Added support for the Multi-attachment field to handle email notification
  • Added support for the workflow - State based form to be used in new UI
  • Fixed an issue where Importing an Excel file also imported hidden tabs

11-1-2022

  • Added the ability to increase the number of lines so Excel export will be larger when doing Export Visible Rows
  • Added functionality to hide the column chooser for users in submitter role

10-29-22

  • Added options to enable SAML Assertion encryption
  • Enable feature and allow for downloading the public key for assertion encryption
  • Add feedback for SAML Encryption when enable/disable of SAML encryption is clicked
  • Encrypted the fields at rest used for payment services payment config in the database
  • Fixed an issue when moving from Classic UI to new UI the grid was empty in new UI

10-15-22

  • Adjusted deployment of US primary instances to improve performance
  • Addressed issue where extending user schema wasn’t allowing user to copy/update the schema via the text editor
  • Fixed the issue where the Notes field was not showing in new UI under some situations
  • Addressed an issue where users were not able to export from Excel if the Filter Builder was set to only show requests that are not canceled.
  • Addressed an issue with the Excel export in the new UI where the date only field still shows time too
  • Fixed issue with "Logged In User" filtering not working in new UI
  • Added feature in New UI  for the End user to be given an option to accept the updated Terms of service
  • Added feature to allow users to be able to set a default location

9-28-22

  • Added a Help link in the new UI
  • Addressed issue where an item in 'Draft' state is submitted, the item is not shown in the grid.
  • Addressed issue where reapplying for a permit doesn't show the newly submitted permit

9-18-22

  • Fixed issues with saved layout column visibility not working
  • Fixed an issue with the multi-location dialog that was impacting customers using the feature
  • Improved the Filter Builder OK and Cancel button visibility
  • Added help icon to new UI to offer the same Help option as the old UI had for end-users

8-20-22

  • In the New UI users now have the option to auto-save layouts or only manual
  • Resolved issue in New UI where changing layouts does not reset the 'save button' state

8-13-22

  • Revised main view to only show the filter edit button for administrators
  • Made optimizations to load lookup data needed for rendering filter panel

8-6-22

  • When Excel Export is Selected in the new UI, gray it out if nothing selected
  • Added functionality so the left navigation menu is always open
  • Added Dropdown checkbox filter
  • Implement filter dropdowns with checkboxes
  • Now disabling auto refresh when the filter dialog is open

7-23-22

  • Added the functionality to perform batch actions on selected grid items
  • Improved Script Loading for better performance
  • Improved dashboard load time by "delay" loading of dashboard tabs

  • Fixed issue with service Portal detailed entities link not working
  • Addressed issue where Import fails without giving user useful information under certain context
  • Addressed issue where Views with long filter do not work in new UI

7-2-22

  • Added functionality in New UI to show checkboxes when a user can perform Batch actions or Export
  • Added support for multiple attachments in the mobile app
  • Fixed issue where Delete new task was not working

6-25-22

  • Improved the new UI to be more "responsive" when resized
  • Fixed issue where New UI was not filtering view "Only Own" for end-users
  • Fixed issue where the Error messages were not showing when importing a module
  • Corrected issue where Permissions for lookups did not show the ability to edit lookup from the form

5-14-22

  • Addressed issue where direct link did not work if the system name and display name differed
  • Fixed Import Error where after importing the grid appears blank
  • Addressed Excel export error where all items were being displayed for the Visible items option only option.
  • Corrected issue where the Excel export window was not closing when exporting files

5-7-22

  • Addressed issue where the Dropdown was delayed in showing
  • Fixed issue where Submit was not working in new UI
  • Made changes so the life preserver did not clip the controls in the new UI. 

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

  • Made changes to allow the new (DevExpress) grid to filter by user location
  • Made changes to make sure logged in user only sees dashboards list for the current tenant

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

  • Updated overall look of subtask task grid
  • Added a 'New Task' capability for subtasks (add new tasks as needed, manually)
  • Added functionality to update/create lookups from the request form
  • Made change for new Reports to set the trigger to Manual/Disabled by default
  • Sorted roles in the various places they show for selection

January 31, 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 reports designer
  • 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
  • A number of fixes to the evolving embedded reporting capabilities (alpha testing) 

...

  • 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

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  • 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

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  • 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.

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