Changelog
NOTE: OMNIA v2 is no longer supported. You can find the documentation for the current version here
Release Date: 2023-07-24
- Fixed invalid date/time on Approval Trail when timezone is not UTC
Release Date: 2023-06-22
- Fixed error on sending emails
Release Date: 2022-05-13
- External system selection combo expands without limit, and not all entries are visible.
Release Date: 2021-07-01
- When grid column size is not defined, on render columns size is too small
Release Date: 2021-03-29
- Fixed error on sending emails
Release Date: 2021-03-05
- Fixed error on interactions update when ExternalSystemCode attribute value is changed
Release Date: 2020-12-10
- Fixed files download on MacOS Chrome
- Fixed retrieval of External Systems from local storage
Release Date: 2020-09-04
- Fixed logout issue
Release Date: 2020-08-06
- Fix issue on SUM formula execution
Release Date: 2020-08-04
- Save selected External Systems on browser Local Storage
Release Date: 2020-07-20
- Calendar: Fix duplicate records issue
- Calendar: Fix navigation between periods on month and week views
Release Date: 2020-07-17
- Review numeric numbers parsing when decimal/thousands separator is a blank space
Release Date: 2020-03-20
- Fixed list export to CSV to consider order by columns correctly
Release Date: 2020-03-03
- Allow revert notes to be sent on emails
- List Filters: "Contains" is now the first option
- Fixed performance issue when user has more than 50 notifications on browser
Release Date: 2020-01-27
- Fixed issue on list filters styles and usage
Release Date: 2020-01-23
- Fixed issue on entities and interactions recover when operation fails
Release Date: 2019-12-23
- New Calendar view: Week Scheduler
- Fixed issue on calendar events tooltips visibility
Release Date: 2019-12-04
- Reviewed suggestion of revert emails to consider the address of the user responsible for the revert
- Fixed issue on recover of interactions with entity items
Release Date: 2019-10-30
- Fixed issue on association of users to tenants, when administrator is changed
Release Date: 2019-09-15
-
Added the possibility of modeling Javascript code to be executed on the browser, when creating or editing an entity. This code can be added on Interactions, Agents, Resources and User Defined Entities, by editing that Entity Type and accessing option "UI Scripts".
The code added must obey the following rules:
-
All code has to be within a Javascript function named initialize, with the following signature:
function initialize(renderForm, model)
This function will be called by the platform when loading the form, before it is rendered.
-
To render the form after initialize code is executed, a function renderForm must be called, as it follows:
renderForm(model)
-
A simple example that will show an alert and then render the form:
function initialize(renderForm, model){
alert("Hello World!");
renderForm(model);
}
Release Date: 2019-09-09
- Fixed issue on RequiredIf condition evaluation on attributes of cardinality >1
Release Date: 2019-08-21
- Fixed issue on calendar export as CSV
- Fixed issue on list filters when column references an foreign entity
- Fixed issue on formula execution on Chrome, when browser culture is set as "portugues(portugal)"
Release Date: 2019-06-11
- Fixed issue on interactions data sent to scripts through UI
- Fixed issue on handling of files on entity items that are part of an interaction
Release Date: 2019-05-21
- Fixed issue on Calendars export
- Fixed issue on export of lists of external entities
Release Date: 2019-04-24
- Fixed issue on rendering of MisEntityItems on Calendars
- Fixed issue on list operation links for MisEntityItems lists on Dashboards
Release Date: 2019-04-01
- Fixed issue on calendar when first record is registered on last period day
Release Date: 2019-03-08
- Fixed issue on files download triggered by scripts
Release Date: 2019-01-25
- Fixed available languages issue on Reports modeling
- Fixed issue on full access users privileges evaluation
Release Date: 2018-11-27
- Fixed date ranges on list data export
Release Date: 2018-11-21
- Fixed issue on file download from iOS devices
Release Date: 2018-11-02
- Reviewed file download so that on iOS images are opened on a new tab
- Fixed issue on Calendar configuration limits for interactions
Release Date: 2018-10-09
- Fixed issue on file uploads during approval process
- Fixed issue on value pairs availability on list filters
Release Date: 2018-09-21
- Fixed issue on items row number availability on queries
- Fixed issue on external systems trigger actions
Release Date: 2018-08-29
- Fixed issue on attributes availability on approval stages
- Fixed issue on navigation between calendar months
Release Date: 2018-08-01
- Fixed issue on export of lists with dimensions
Release Date: 2018-07-23
- Fixed issue on interactions removal modeler option
- Fixed issue on list filters for value pair columns
Release Date: 2018-07-19
- Fixed issue on download of files that have single quotes on its name
- Fixed issue on "Formula" trigger actions, so that multiple attributes can be set with formula result
Release Date: 2018-07-04
- Fixed issue on foreign entity filters when multiple conditions are applied
Release Date: 2018-06-20
- Fixed issue on entity items list creation on modeler
- Fixed issue on conditional visibility result application on attributes with cardinality > 1
- Fixed issue on calendar default date on edit and approve operations
Release Date: 2018-06-11
- Fixed web components load issue on dashboards
- Fixed approval of entities that contain attributes with cardinality > 1
Release Date: 2018-06-07
- Fixed files download issue on Internet Explorer 11
Release Date: 2018-06-01
- Fixed issue on Entity Items number of records validation
- Fixed issue on required attribute validation for references with cardinality > 1
- Fixed issue on approval note visibility when a script is executed
Release Date: 2018-05-22
- Increased connector requests size limit, so that larger entities can be sent to scripts
- Fixed issue on menus modeling when entities have single quotes
Release Date: 2018-05-09
- Fixed issue on xlsx files decrypt
- Fixed issue on web components attribute modeling
- Reviewed text areas height, so that more data is visible
- Fixed favorites duplication issue
- List operations are now disabled when approval is being processed
- Fixed calendar range issue on queries
Release Date: 2018-04-27
- Fixed issue on Entity Items reorder
- Fixed issue on visibility of number series lookup on documents
- Fixed report print issue on "Save and Print" documents operation
- Fixed overzealous privileges evaluation when user has multiple roles
Release Date: 2018-04-03
- Fixed issue on documents script changes application
Release Date: 2018-03-21
- Fixed concurrency issue on interactions and entities processing
- Fixed issue on external systems identified on lists
Release Date: 2018-03-02
- Fixed issue on date picker availability when attribute has a read-only formula
- Fixed issue on triggers execution on date attributes
Release Date: 2018-03-01
- Fixed issue on removal of Entity Items on approval operations
- Fixed issue on calendar event addition on calendar end date
Release Date: 2018-02-28
- Addition of new features to ensure applications developed on OMNIA Platform are GDPR Compliant:
- Modeling: attributes and list columns can be identified as containing sensitive information
- Application: Users can now execute the right to forget sensitive information
- Logging: Accesses to OMNIA Platform and its information are logged and can be consulted
- Fixed issue on date filters located on commitments and events grids
Release Date: 2018-02-15
- Fixed issue on privileges evaluation to discard filter evaluation when user has a security role without filters
- Fixed calendar issue to disallow users to add new entries outside the calendar range
- Fixed calendar issue so that the default date is respected when the requests are edited
Release Date: 2018-01-31
- Fixed issue on privileges evaluation for MisEntityItems lists, so that they are available on button clicks
- Fixed external system issue on scripts executed from dashboard lists
Release Date: 2018-01-29
- It is now possible to view Entity Items lists on button click
Release Date: 2018-01-10
- Fixed issue on companies removal
- Reviewed pagination and order from tenants and users lists on management
Release Date: 2017-12-28
- Fixed issue on decimal part precision for negative values
- Fixed issue on logout when user is not associated to a tenant
- Reviewed queries to external systems to improve performance
Release Date: 2017-12-13
- Reviewed handling of reconnections by invalid connectors, so that the number of retries is decreased and a proper message is logged
Release Date: 2017-12-07
- Reviewed user update on cloud scripts, so that the users can be activated on API requests
Release Date: 2017-12-05
- Reviewed lists render, so that lists without operations are shown correctly
- Reviewed filter composal on external entity queries, so that filters are processed correctly when they have multiple clauses depending on logged user information
Release Date: 2017-11-30
- Reviewed lists render, so that the number of records shown by page is respected.
- Reviewed export of lists as CSV, so that the filters applied by the user on columns are considered on file creation.
Release Date: 2017-11-16
- Reviewed commitments and events grids, so that an empty combo is not shown when comments are not allowed.
- Fixed Roles issue where view privileges were not being updated correctly
- Fixed user profile issue that allowed the user to change its login email
- Reviewed forgot password operation so that the email is sent to the user contact email
Release Date: 2017-10-31
- Fixed calendar navigation issue on non-UTC timezones
Release Date: 2017-10-26
- Fixed script execution issue on tenant creation
Release Date: 2017-10-18
- Reviewed file upload controls to work properly with iOS
- Fixed issue on tenant image update.
Release Date: 2017-10-18
- Tenants statistics available on Management Area now contain number of Web Components.
- Fixed script differences application on items, when there are multiple item types.
- Reviewed entity data sent to scripts before approval and before update.
Release Date: 2017-10-12
- Fixed calendars loading issue on dashboards.
- Fixed issue on users creation, when user has multiple agents associated.
Release Date: 2017-09-26
- Added logic to manage entity items via script when an interaction/entity is edited/created.
Release Date: 2017-09-04
- Reviewed the way calendar events are grouped.
- Added logging information for script execution performance.
- Fixed issues applying query filters to calendars.
- Reviewed calendar display so that the title is correctly shown.
- Updated the Model Compare Tool to v. 1.0.46:
- Fixes application of differences for the extended properties in Commitments/Events.
- Added an INDEX(N) formula that allows obtaining the value of whatever is in index N of an array.
Release Date: 2017-08-14
- Fixed issue causing dashboard charts not to load correctly.
- Fixed issue causing calendar filters sent via URL never to be applied.
- Fixed issue not allowing to request a new license file for a connector from the Management portal.
Release Date: 2017-08-03
- Removed the Retry policy that caused C# Cloud/Node scripts to attempt to execute multiple times if the first execution failed. Scripts now fail on the first time.
- Fixed issue causing ID in interactions to not be set in the context of script executions under specific scenarios.
- Fixed issue causing script changes to not apply to a model when the model had comment lines.
- Fixed issue causing "Show List"-type triggers not opening a list if it was based off an External Entity.
- Add a way to apply filters to dashboard elements via Web Components.
Release Date: 2017-08-01
- Fixed external system migration that wouldn't handle scenarios where an interaction had a Default Value on its company, requiring modelers to manually add an onCreate trigger to obtain the external system.
- Fixed issue where Redirection scripts would open a new window as if to download a file.
- Fixed scenario where using the entity picker in Internet Explorer would not send any value to the attribute.
- Reviewed External System usage in interactions being hardcoded to use the CompanyCode field to determine the system.
- Updated the Model Compare Tool to 1.0.45, fixing the nomenclature of the downloaded scripts and fixing an issue with comparing Revert Approve scripts.
Release Date: 2017-07-19
- Fixed issue with changes not applying to the model in some scenarios, after script executions in interactions with transactional entities.
- Fixed issue removing entities whose lists/charts did not have any label.
- Fixed issue where "Readonly" or "Readonlyif" attributes of File type would still let users remove or add files.
- Fixed issue where editing an interaction with entity items would fail on save.
- Updated the Model Compare Tool to 1.0.44, adding compatibility with the Get List triggers having information on the interactions and the external system review.
- Updated the API Client DLL to allow connector creation and make External System creation easier.
Completely reviewed the logic behind how external systems are represented in the platform and how scripts use them.
- It is possible to define scripts that execute without an external system, if they execute on the cloud.
- The script/company mapping is no longer hardcoded. Users can model this relation in any way they want - for example, having a single external system of type ExternalAPI whose code is defined as a Default Value, and getting another external system from the company's context.
- Usage of multiple external systems / multiple external system types has been simplified.
- The context dictionary scripts receieve is customizable.
- Places that use scripts need to have an Other Entity > External System attribute that is used to identify the external system. In lists, this context is obtained automatically.
Release Date: 2017-06-30
- Added validations to certain scenarios where an invalid query was performed (e.g. invalid filters in a list) so that the user gets an understandable message.
- Fixed issue where it was possible to, in the menu, define a list for a process's children (e.g. an Event or Commitment) as the list to be opened in a menu entry, which would throw an error when using that entry.
- Fixed issue where the Copy By Recurrence button was not being disabled in sub-grids, even when the associated formula should have disabled it.
- Improved testability of the platform by bringing more information to the HTML.
- The default list of interactions is now generated with the Company Code, on top of the series and number, so that every interaction is immediately uniquely identifiable.
- Improvements to the stability of the connector.
Release Date: 2017-06-28
- Fixed issue where it was not possible to edit non-external entities in the modeler after updating to version 2.0.665.
- Fixed issue where notifications were not being sent when triggered by an Approval operation, under specific scenarios.
Release Date: 2017-06-27
Removed: 2017-06-28
- Fixed issue not allowing creation of Charts for interaction types.
- Fixed definition of Hidden entities to hide them correctly in the menu, as well as add them to the menu again if Hidden is removed.
- Fixed issue where, when removing a single Approval Stage, it was possible for the already existing notifications for that type to be entirely removed and recalculated.
- Fixed issue opening a list via a Show List action with defined Type Conditions.
- Fixed issue causing the definition/reading of the Hidden property in external entities to be impossible.
Release Date: 2017-06-22
- Reviewed error handling on creating interaction documents to display an error message when a wrong data type in a field was filled.
- Fixed issue inactivating and re-activating a user when there were no Agent types set to Allow Users in a tenant.
- Fix issue where the mouseover event in calendars was not shown (displaying the title of the event) in External Entity calendars.
- Fixed the functionality of the "Show Details" button in small screens.
- Reviewed logic behind the context menu in entity items in small screens, to allow users to use the Show Details option as well as add/delete/move the entity items.
- Fixed issue where accessing an entity's list via a custom menu which had a List defined would have a loader block the screen permanently.
- Show List triggers now allow the usage of Commitment and Event lists.
Release Date: 2017-06-20
- Fixed issue causing Copy by Recurrence to fail on edits.
- Fixed issue when, on the first time you logged in, a refresh was necessary to display the list of all the tenants you had access to.
- Fixed issue causing the Show Details option to not show up in the lines when on an approval or editing a closed document.
- Fixed error visibility on calendars.
- Fixed issue causing connector removal from a tenant to remove all the connectors from that tenant.
- Fixed issue causing menu items to become unstable when their type was switched (i.e. item pointed to a dashboard and now points to a list of an entity).
- Global revision of several places in the platform to add more detailed errors and catching "contact support" messages to instead display what the user should be doing.
- Added validation when creating lists that does not allow selecting the same column twice, which would cause an error when displaying it.
- Revisions to connector storage, to improve stability and performance.
Release Date: 2017-06-14
- Fixed issues evaluating privileges:
- User could not see a document that they had submitted for approval unless they had explicit permissions for that approval stage.
- Fixed invalid error message when attempting to reduce the maximum number of users to less than the current users.
- Fixed issue where the "Demonstration account" warning banner was shown when switching from a Demonstration account to a Full account.
- Reviewed the way script execution errors are displayed to add more clarity and information.
- Fixed issue creating scripts for Agent entities.
- Fixed bug causing validation formulas on boolean-type attributes to not work.
- Fixed issue causing Date pickers to be able to appear "outside" of the screen on smaller screens, when in the first column of a row.
- Reviewed scenario where multiple attempts to alter a document (i.e. annulling the same interaction in two separate tabs) would cause a "Contact Support" error to instead throw an understandable message to the user.
- Fixed issue making it possible for the Model Comparison Tool to not be able to apply changes in interactions when the source interaction was from an older version of the platform.
- Reviewed the User editing/creating form so as to not allow to define an empty name or contact email.
- Fixed issue causing it to be impossible to close calendar events after opening them, when editing a document that was in an approval stage (e.g. validating the status of a completed document).
- Reviewed file download messages.
- Fixed issue where a view that had no elements of an entity's entity items would not be accessible.
- Fixed issues with reorganizing or deleting commitments/events would make their subgrids inconsistent.
- Fixed issue where, when saving approval stages, the validation to ensure there is always a 'default' approver was overzealously denying some valid cases from being saved.
- External System review:
- Allow Cloud-based scripts to be created without an External System type.
- Reviewed the External Entity screen.
- The Reporting mechanism in interactions now allows printing of information in Entity Items.
- The tenant creation/editing screen was reviewed to make the Customer Data options more visible.
- Updated the Model Comparison Tool to 1.0.43:
- Fixed issue with the available attributes in Approval Stages not being detected as a difference when they were the only difference.
- Now compatible with the changes to External Systems.
Release Date: 2017-06-08
- Fixed issue where calendar events were not displayed in Firefox.
- Fixed issue where the date filter button in dashboards was displaying the wrong date.
- Fixed issue causing Unauthorized exceptions (i.e. from login having expired) to not display in the UI.
- Fixed issue with Internet Explorer not allowing users to switch between calendar types.
- Reviewed save buttons throughout the application to always show a loader.
- Removed breadcrumbs throughout the application, and replaced them with a new structure that takes into account the design of the application. Manage and Modeler areas still use breadcrumbs, as their structure is static.
Release Date: 2017-06-06
- Corrected the previous revision to "@Company" to also work in triggered actions.
- Reviewed the Demonstration/Template warning text.
- Fix issues with obtaining the entity/interaction schemas in approval stages.
- Fix issue causing conditional visibility conditions to not be applied correctly to Button UIElements.
- Reviewed the way errors are displayed in the UI, to ensure that the user never gets "An error has occurred" without any other details.
- Fixed issue executing scripts from a list of Entity Items.
- Reviewed the application to allow Demonstration and Template tenants to only have a maximum of 10 users.
- All previously existing tenants under these conditions will have their excess users deactivated.
- Reviewed the way that fields with "cannot use special characters" conditions are evaluated:
- Throughout the modeler, this means you must start with an alphabetic character and cannot use non-alphanumeric ones.
- In the management section, you are allowed to begin with a numeric character too.
- When creating or editing a tenant, setting it to Full type will now force users to define a customer name and identification number.
Release Date: 2017-05-31
- Fixed issue where DateTime pickers could be rendered 'outside' of the screen's viewport.
- Fix issue where boolean attributes were being overwritten by script executions even when not changed by them.
- Fix usage of boolean filters in platform lists.
Release Date: 2017-05-29
- Fixed issue where clicking the Submit for Approval button after submitting a previous command would allow for duplicate command submission.
- Review conditional formatting not applying correctly in the 2.0 UI.
- Fixed issue where it was possible to get "stuck" in the Import screen after closing it, where your choices would apply but the screen would stay dark.
- Reviewed cases where an interaction has multiple calendars to ensure consistency.
- Fix issue where script files wouldn't be deleted from the storage:
- When their parent scripts were deleted.
- When the files themselves were removed from the scripts.
- When their parent entity/interaction types were removed.
- Fix the way type conditions for "@Company" were assigned in Other Entity attributes:
- If in an entity, now allows to select the attribute in the entity that corresponds to the company's code.
- Switched "@Company" to be in the column that represents the foreign entity.
- Fix issues with removing connectors in the Management area from tenants that are already removed.
- Forced the platform to ensure there is always at least one list without "Is Dashboard Only" for each entity, to avoid failure scenarios when using the lists in the Other Entity selector.
- Review formula selectors to allow you to select attributes from parent/child transactional entities in subgrids.
- Fix issue where, when refreshing a list, the loader would appear after the page had already started loading.
- Fixed issue causing external entities to not have paging if they were in Dashboards.
- Fix issue that made it impossible to switch between interaction lists.
- Reviewed the Approval Stages modeling to ensure that users always define a condition/approval user pair that has an empty condition, as a "default" option when none of the other conditions are true.
- Reviewed the way Approval Stage codes are suggested to avoid creating duplicates (e.g. myCompany_Stage1 instead of Stage1)
- Adjusted the modeling menu for interactions to have a more natural organization.
- Reviewed the screen for entity items in small devices.
- Improved error message shown when attempting to create an interaction when no company exists in the tenant.
- Removed the "Visible If" formula in attributes where it wouldn't apply. Only applies to:
- Attributes in the document's header
- Attributes in commitments or events that are marked as "Detail Element".
Release Date: 2017-05-17
- Reviewed the logic behind the way custom actions in lists are rendered, so that they work consistently in lists via menu, via a dashboard or via a "Show List" action.
- Ensure that errors (e.g. required) are shown in groups that are hidden (fixed case where the error would not be shown if the entity/interaction had Tabbed Groups).
- To ensure readable URLs and facilitate testing, the Management area now uses tenant's short codes instead of the GUID for its operations (edit/delete).
- Fix issue where static External Links in menus were not shown.
- Fixed issue where the modal window that opens to add new lines in small devices was not working correctly.
- Reviewed loaders on the tenant creation screen stopping before the page was completely loaded.
- Fixed issue where, in a scenario where a user adds approval stages / sets a new "To Approve" element where there was none, the platform would not allow old documents to be approved.
- Avoid ability for users to add duplicated attributes in the modeler.
- Fix issue causing interaction lists to not allow users to edit the interaction.
- Fixed issue causing Entity lists with the ability to perform a Contact Export to not load correctly.
- Ensure "null" boolean values are treated as false in the UI.
- Fix issue where, in an interaction with multiple grids in the Details, where more than one grid has Detail Elements, the first grid's detail elements would always be expanded.
- The Management area now redirects to the users list when editing users.
- Fix issue where the Amount and Quantity, if not changed in a connector script, would be updated to be 0 in the destination.
- Review the dismiss notifications mechanism to clean data from the local storage.
- Fix issue where, when removing an entity from a list, its operations were not disabled.
- Fix issues making it impossible to model a Dashboard Chart based on an interaction or its dependents.
- Fix issue where, if a "Required If" formula contained single quotes, the page would not load.
- The list of the user's tenants is now refreshed on logout / login.
- Fix issue causing the "Add new Line" condition to be wrongly evaluated when the first attribute of the line is ReadOnly.
- Review the formula helper to allow selection of attributes from the document when in an event or commitment.
- Fix issue introduced in 2.0.60 causing a wrongful database migration, making printing reports always print with the first RDLC file in the tenant.
- Review tenant creation so that if an OEM brand is ommitted, does not create the tenant with a "null" OEMbrand, making the tenant impossible to use.
- Review the way that the XSD Schema is downloaded for development of RDLCs, as it was based off a specific document instead of the interaction's schema.
- Fix issue making it possible to add less entities than the cardinality defined, when a specific number was defined for cardinality.
- Added a way to define the Max and Min length in any text-type attribute, to avoid situations where integrating into an external system could cause cutoffs (e.g. VARCHAR(x) in SQL).
- Platform now allows, for External Entities, the Date Field in Dashboard Charts to be set to any attribute.
- Code reorganization throughout the platform to improve testing functionality.
- The "Get User Agent" UI Action now only displays agents that have the Allow Users property.
- Unified the calculation of "Lock row if:" formulas on rows and "Read Only If:" formulas on columns:
- If either of the formulas is true, the attribute is locked.
- If both the formulas are false, the attribute is editable.
- The "My Profile" screen now allows users to edit their Contact Email separately from their login email.
Release Date: 2017-05-04
- Review DateTime conversion when exporting data to CSV.
- Don't compose filter clauses using string replaces, to avoid failing in cases where a filter would have multiple instances of the same parameter but for different entities.
- Avoid the username shown in top-right corner breaking tables when it was too long.
- Ensure all cases where a picker could go 'outside' of the screen are scrollable.
- Review translations for "Invalid Endpoint" error.
- Fix issue where switching between different commitments to fulfill in the same Import modal would not clear the previous commitments.
- Add a message with legal information on Demo/Template tenants throughout the application.
Release Date: 2017-04-28
- Fix tenant area in Management's refresh button not working.
- Fix Approval Trail screen not behaving correctly in mobile.
- Show icons in Year view of event/commitment calendars.
- Fix issue not allowing numeric values to be set as the Category of a calendar.
- Review multi-level dropdowns to ensure the dropdown is always placed at the side of the previous level.
- Fix filter popovers to ensure they do not open "out of the screen"
- Release Model Compare Tool v.1.0.42
- Supports Web Components.
- File comparison for Web Components, Scripts and Reports now compares contents of the files.
- Users are warned if lists in the source tenant have "Null" data types, as they will not be saved as "Null" in the destination.
- Various small bug fixes.
Release Date: 2017-04-27
- Review external entity list creation to respect the "CreateDefaultLists" parameter.
- Review Reports to use the same logic as Scripts and Web Components:
- Physical Name represents where they are stored in the blob storage.
- FileName represents the name the user gave, and is what the files downloaded will be named.
- Fix dashboard elements not displaying the Date selection buttons in some browsers.
- Review adding attributes in non-default views to work like pre-2.0 behaviour:
- "New" attributes cannot be added directly to a view, and must exist in the Default;
- Adding an attribute in a non-default view just allows you to select which attributes from the Default view to copy over.
- Fix issue where the lists component wasn't respecting the Take parameter defined in modeling.
- Hide the Schedule/Year views for interaction calendars on small devices, as they are unreadable on them.
- Fix issue on scripts executing from interaction lists.
- Review issues with value conversion causing boolean and numeric attributes to be sent as string to the API, causing JSON Schema validation errors.
Release Date: 2017-04-21
- Fix issue with updating menus via the Model Compare Tool where new items would not be added.
- Fix issue where the Export CSV button was not shown in Internet Explorer.
- Review table cell sizing due to an issue with Internet Explorer.
- Fix issue where lists of Entity Items in interactions were only shown to "full access" users.
- Fix issue with script execution in lists of Entity Items.
- Fix impossibility to switch groups in small screens when the first group has a visibility condition.
- Review font size across application to 13px instead of 14.
Release Date: 2017-04-20
- Fix issue with sort orders from the model not being interpreted correctly.
- Fix issue with privileges being ignored in some cases.
- Fix issue where a new line was not automatically added in grids.
- Fix issue where date pickers could go 'behind' the options bar in smaller screens.
- Fix issue where, in Internet Explorer 11, users could not input any text in filters inside a modal.
- Fix execution of triggers via the context menu "add new" option in entity items, when editing a document.
Release Date: 2017-04-20
- Show errors that occur in modals (e.g. after using a "Show List" button).
- Review the size of the notifications/operations dropdown in smaller browsers.
- Review the ability to remove/add files in approval stages so that, if the attribute is defined as Editable in that approval stage, you can change its files.
- Fix issue with UI not respecting the column width defined in the Grid Size parameter in attributes of an event/commitment.
Release Date: 2017-04-19
- Fix usage of fields with cardinality N on Internet Explorer 11.
- Fix issue with dashboard companies not loading on IE11.
- Fix "Show inactive" not showing inactive entities.
- Fix issue with buttons (i.e. calendar in Date type attributes) being hidden when an ExistsIf or VisibleIf condition is true.
- Correct issue with executing scripts from dashboards based on interactions.
- Fix initializing approvals from lists when an entity/interaction has multiple lists.
- Fix "Show Dashboard" actions in triggers.
Release Date: 2017-04-19
- Correct cases of entities that were previously set as Hidden and, after removal of the Data Access option, were not able to be listed inside interactions.
- Fix issue with evaluating privileges of a user with multiple roles, one of which is a Full Access role.
- Fix tenant Get method to return a 404 "Not Found" when the tenant does not exist.
- Fix issue with dashboard operations not being clickable.
- Correct cases of tenants that were created with invalid translations, causing their list labels to show as empty.
- Fix case of date conversion in formulas not allowing to set an attribute to the same value it already has.
- Allow for tenant creation via API to determine a Database Version. This allows the tenant move tool to move tenants from any version of the platform to any other version that has an equal or higher version number, as it will be able to create the destination tenant in the same version as the original one and then perform migrations on it.
- Rewrite the logic behind tenant updates:
- Improved performance.
- Now automatically performs any database migrations (see previous feature).
Release Date: 2017-04-13
- Review lists to have scrollable and dropup context options (to avoid situations such as where the options when editing an interaction would go 'below' the screen).
- Review query processing to correctly disable the context options (e.g. Annul option being disabled but clickable).
- Review tenant creation to allow for the tenant move tool to move tenants from older versions of the platform.
Release Date: 2017-04-12
- Fix chart form not saving correctly the Date Filtering condition.
- Review ExistsIf attributes not being hidden correctly when the formula returns false.
- Fix "Get Entity Message" trigger.
- Fix issue where navigating to a commitment or event in the Summary when modeling would not allow users to navigate to it again (would always stay "active").
- Fix issue where triggers on a Date attribute would not execute when changing the date via the date picker.
- Fix date conversion not using "strict" mode, causing certain date conversions to fail (e.g. 2011/01/01 getting parsed as 20/11/0101 in specific conditions).
- Added ability to redirect with parameters from a button UIElement.
- The platform now evaluates Visible, ReadOnly and Exists condition in fields with Cardinality > 1
Release Date: 2017-04-11
- Fixed issue listing entities when translations are missing.
- Review tables and list columns in small devices.
- Any error that throws a message at the top of the screen now scrolls to it to notify the user.
- Fix Get Entity triggers not executing on Create even when there was a default value.
- Fix calendar labels not being shown on hover of the events.
- Fix issue allowing to save an interaction or entity with attributes that did not have a Code or Name.
- Review Web Components screen to add a download button.
- Fix issue with newly-created list calendars in dashboards causing API error.
- Fix issue with Date/Time parsing causing dates to be saved with the wrong hour.
- Fix "Exists If" bindings not hiding things correctly.
- Fix date parsing in Hidden attributes.
- Fix issue not allowing to upload files from the context of a calendar.
- Fix issue causing the default view always being year in a calendar.
- Fix issue with calendars not using the correct external system.
- Fix issue with sending invalid data to scripts when based on a dashboard.
- Fix issue wrongly hiding dashboards.
- Fix issue that only checked lists that did not have Dashboard Only set when verifying user privileges in the modeler.
- Add checks to the platform to validate if its connectors are responding.
- Review Readonly / Readonly If in Files to have same behaviour as files had in approvals (i.e., users can download any of the files, but not upload more or remove existing ones).
Release Date: 2017-04-07
- Fix several issues with unsupported functions in IE.
- Fix issues with responsive tables.
- Add a prefix to tabbed groups, to ensure even with legacy accounts where the group is saved with a GUID there is no issue with tab switching.
- Fix calendar export icon not showing up.
- Fix issue with date parsing that made copying a date between different attributes not work correctly.
- Fix issue with dashboards of external entities not obtaining the company correctly.
Release Date: 2017-04-07
- Added a database migration to correct cases of recently-created tenants that had invalid labels on lists, due to an error introduced in a previous version.
- Fix issue causing tenants to be created with invalid labels on lists.
- Review the operations screen when modeling lists (editing translations, moving up and down, removing custom operations).
- Fix issue making it impossible to add new elements on dashboards.
- Update Bootstrap components.
- Fix bug causing errors in non-visible fields to make saving impossible, and causing those errors not to be shown.
- Fix issue making it impossible to perform approvals from the default approval list.
- Review numerator creation so that when user creates a new default series, the old one is automatically replaced.
- Fix issue causing numerator editing to be impossible when they had never had a "Last Value Date" set.
- Fix issue that did not send the ApprovalNote field to scripts.
- Fix issue executing scripts from transactional entity lists.
- When an error in a form happens in a group that isn't being shown, show it automatically.
- Fix issue that caused attributes in entity items or transactional entities to not be able to be modeled if they had the same code as an attribute of the 'parent' entity.
- Now allows to export external entity lists to .csv files.
- UI in smaller devices reviewed.
- Reviewed lists to behave responsively in mobile sizes.
Release Date: 2017-03-31
- Fixed issue with event/commitment calendars not showing icons for the approval status.
- Fixed button still showing for Other Entity attributes if they were set to readonly.
- Fixed approval buttons being displayed in a grid when the grid wasn't configured in the To Approve.
- Review dashboard screen so that new elements get automatically set to full size and in the next row after those that exist.
- Fix issue loading Web Components in Internet Explorer.
- Review calendar styles in interactions.
- Fix issues with redirection to open a list with filters:
- Redirection now assumes equals by default if no condition is passed
- Filters were not being applied correctly
Release Date: 2017-03-30
- Fix issue stopping users from uploading a Tenant Image.
- Fix issue stopping users from uploading a Printing Report.
- Fix issue stopping the F9 button from selecting an entity in a picker.
- Automatically expand the Details row when it exists and a user selects a line.
Release Date: 2017-03-28
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Context switching: Tenant switching is now done in a context menu, on the left side of the screen.
This menu is also where a user can switch between the application, modeler and management area, if they have access to them.
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User menu: On the right side of the screen, users can access options related to their account.
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Operations: The operations button preserves the same logic (red for failed, green for success, yellow for success with a warning, and blue for in-progress), but has been reviewed to be more intuitive.
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Context buttons: The application as a whole now utilizes context buttons in its footers, for consistency.
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Reviewed menu: The menu has also been reviewed, to allow for pinning.
The look of the application as a whole has been reviewed, following a few common design goals. We include a few samples of different screens:
These three samples show different dashboards and interactions in the application area of the platform.
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Calendar in an interaction
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Interaction with events and groups
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Homepage dashboard
The management area has also been reviewed to follow the design goals. It now also has breadcrumbs throughout its options, facilitating navigation.
Finally, the modeler has been reviewed, to simplify complex screen such as the interaction edit screen and avoid UX inconsistencies between different screens (such as adding an attribute to a list or adding an attribute to an interaction having a completely different look).
- Add the ability to define Web Components to the platform.
- Fix landing page removal.
- Fix Associate Users button not allowing for user creation, when used from the Management area's Home section.
- Fix translations being limited to 1024 characters (e.g. making it impossible to define long notifications).
- Fix issue where some translations were never loaded, causing errors to not be shown in screens such as editing a connector or numerator.
- Fix issue that allowed users to edit the starting date of a numerator that had created documents in it, which would always cause an error when processing the command.
- Do not allow users to create tenants with short codes that contain invalid characters, which would cause errors when redirecting within that tenant.
Release Date: 2017-03-20
- Fix issue preventing new tenant creation
- Fix issue on privileges evaluation when roles have same code
- Fix issue on removing processes which had had documents created before
Release Date: 2017-03-16
- Fix issues for users with multiple profiles having trouble accessing their options.
- Fix issues with translations in the default menu.
Release Date: 2017-03-15
- No longer allows defining a RequiredIf conditions for base attributes that are set as Required.
- Fix CSV exports in dashboard lists, and lists without any labels.
- Fix process removal.
- Transactional entities now have their default lists created, even when users add them in an edit of the interaction.
- Fixed the Process Edit interaction buttons to show the same content as in the main Processes and Interactions list.
- Fix issue with selecting multiple entries in entity lists with cardinality N, where the only entries saved were the ones in the current page.
Release Date: 2017-03-14
- Fix issues when the default name for a commitment or event already existed in the interaction the user was editing.
- Fix issues on exporting lists to CSV.
- Review case where a list was defined without the fields that are necessary for editing (Code in entities, ID in interactions), and threw an error when you attempted to open Edit.
- Fix list Where conditions not applying in external entities used in an Other Entity attribute.
- Fix issue where Lock Conditions were not blocking Text Area type fields.
- Review Fulfillment UI in the modeler, for consistency with the rest of the application.
- Editing lists created before version 1.200.224 (adding list metadata) will now load the Data Type fields as empty, forcing the user to make a decision, instead of automatically setting the fields to Text.
- List privileges review:
- Users that do not have access to any list in an interaction or entity will be blocked from accessing that entity, instead of a "default" being returned.
- Users with AccountAdmin privileges have access to every list, instead of their privileges needing to be calculated.
Release Date: 2017-03-09
- Fixed issue with database migration clearing List privileges when a previous model had values for List but none for Data Access.
Release Date: 2017-03-08
- Fixed error with filters in modal windows not being applicable.
- Fixed non-translated Boolean filters.
- Fixed login and account changing in tenants that contain '.' in their short code.
- Fixed error querying a list of Entity Items from a dashboard.
- Fixed issue which made it so that a default list was not created when external entity list creation failed.
- Add Configure Lists button to external entities modeling, both in their list and while editing.
- Implement localization:
- Dates formatted according to browser location.
- Values formatted according to browser location.
- Added specific filtering for Value Pair attributes in lists.
- Added specific filtering for Other Entity attributes in lists.
- Added a way to download JSON and C# samples for external entities, to facilitate developing of Remote Query scripts.
- Added a way to define customized From emails in the notifications:
- Each specific notification can have an email and, optionally, a display name for that email to define where the user receives their emails from.
- If omitted, uses the default, subscription-wide, From email.
- Completely reviewed the logic behind list filters in roles:
- The Data Access option no longer exists.
- If you want a user to be able to access (e.g. Other Entity, Fulfillments) an entity, you should define a List privilege without identifying any specific list.
- Any other cases covered by the Data Access filter should be handled by creating more lists, with filters for the cases you want to model.
- Automatically created list for any entity or interaction without any. Deletion of the last list is now impossible in any entity or interaction.