Release 101 Notes

Remove Overall Pricing Breakdown from GAs

Previously, Global Admin users did not require a role with a security entity to see the Overall Pricing Breakdown. With this case, Global Admins can no longer see the Overall Pricing Breakdown without the addition of the biz_pricingconsole_breakdown security entity to the Global Administrators Role or another role to which the user is a member.

See Standard Security Entities.

Filter Benefit Plan field on Offered Benefit Plan to remove Expired Plans

Previously all benefit plans appeared in the Benefit Plan field drop-down of an Offered Benefit Plan dataform for a workspace. This included the old expired plans, which made it difficult for users to find the active plans in the drop-down.

Now, the Benefit Plan field drop-down on the Offered Benefit Plan dataform only shows the active plans.

Surcharge Selector Confirmation Message

This case adds a confirmation dialog message that the system displays for a user to confirm that surcharges were added to the Pricing Console.

BI Name isn't disabled after form save when Exclude from BI is set to true

Previously, when the Exclude from BI field was set to True, the BI Name field was disabled to not allow data entry into the field. However, when the dataform was refreshed, the BI Name field was enabled again when the field should have remained disabled. Now when the Exclude from BI field is set to True and the dataform refreshes, the BI Name field is properly disabled (no entries allowed in the field).

Reset Button on Saved search

With this case added the reset button to any Search dashboard that users can save a search on. Previously, users could not reset the search. Users needed to close the module and reopen it to reset the Search. Now, users can click the Reset Button.

Case Discussion Responsive Design

This case updates the responsive design layout for a mobile browser while using the Case Discussion feature, by better utilizing the white space within the browser window.

New Rule to Run When a User Attempts to Create an External Source Linking Record

Added a new rule to prevent duplicate External Source Linking Records to be created when adding from a link.

See External Source Linking.

Imports, Exceptions in Dataform Save Logic

Previously, during an Import, if an exception occurred during the dataform save, a general error message was set on the Import row. This message lacked details for users to troubleshoot and resolve import issues.

Now, the system logs an appropriate exception in both the Import logs and the exception log.

See Importing to ClientSpace.

Improve performance of the WC Claims Dashboard for Large Data Sets

This case includes adjustments to the WC Claims dashboard to improve performance by loading information faster for large data sets.

With this case, the Incident table column fkUserID was added to the table configuration to audit the Task Assigned To field. Now, tasks that the system generates from workflow channels display the Assigned To User.

Previously, if field mappings for an email integration configuration contained a text area or log field that contained a period (or other standard punctuation) prior to a field replacement string, the system failed during dataform creation and threw an exception. Now, if the system cannot properly decode a field replacement string, the system will capture the exception and continue with evaluating the next field replacement string. This case also corrects the issue with field replacement failing when standard punctuation is used.

This case updates the PrismHR OSHA location data. This process will now retrieve OSHA location data for inactive locations. This will still take into account obsolete location logic.

This case added logic to prevent saving Stale/Duplicate/Invalid Primary Trigger Conditions on Email Templates. Changing primary triggers will no longer cause issues with triggering.