Release 105 Notes

R105 Sprint: 6/1/2021 to 6/30/2021. To learn about product features that you may not recognize, contact ClientSpace Professional Services.

Release schedule

Release updates are implemented by the group, as indicated in the following table.

Click to view the R105 release schedule.

The release schedule is subject to change and updated as required. To determine your group or ask questions, please log a case for ClientSpace Professional Services.

Sprint 6/1/2021 to 6/30/2021
Upgrade groups	Date of upgrade	Tentatively occurs on
Group 1	First Tuesday of the month	July 6, 2021
Group 2	Second Tuesday of the month	July 13, 2021
Group 3	Third Tuesday of the month	July 20, 2021

Enhancement

Enhancement groups are Change in Functionality, ClientSpace Premium (ClientSpace with additional modules), Advanced Administration, and General.

ClientSpace Premium

Case	Enhancement
49489	Employee Census Upload Changes This case adds a new Delete Existing Employees? check box field to the Employee Census dataform and adds a new Delete business rule. If the check box is selected, the system runs the Delete business rule and removes the data forms for all employees in that workspace. This action also deletes any associated attachments, tasks, and time tracking records. See Employee Census Upload.
50914	Special Payroll Batch view Previously. when using the Executive Dashboard Reports in Business Intelligence (BI) to process a Special Payroll Batch view by using data from the past six months, the system did not return data for the past six months when the six-month period extended past the end of the previous year. For example, if processing the view for the six months before 04/30/21, the system pulled data from 01/01/21 through 04/30/21 instead of pulling data from the expected date range of 11/01/20 through 04/30/21. Now, when processing a Special Payroll Batch view with the Executive Dashboard Reports in BI, the system pulls the data for the past six months as expected. Note: This change only affects clients utilizing the Executive Dashboard Reports Package. If you are interested in purchasing please contact your ClientSpace Product Consultant.

Case

Enhancement

49489

Employee Census Upload Changes

This case adds a new Delete Existing Employees? check box field to the Employee Census dataform and adds a new Delete business rule. If the check box is selected, the system runs the Delete business rule and removes the data forms for all employees in that workspace. This action also deletes any associated attachments, tasks, and time tracking records.

See Employee Census Upload.

50914

Special Payroll Batch view

Previously. when using the Executive Dashboard Reports in Business Intelligence (BI) to process a Special Payroll Batch view by using data from the past six months, the system did not return data for the past six months when the six-month period extended past the end of the previous year. For example, if processing the view for the six months before 04/30/21, the system pulled data from 01/01/21 through 04/30/21 instead of pulling data from the expected date range of 11/01/20 through 04/30/21. Now, when processing a Special Payroll Batch view with the Executive Dashboard Reports in BI, the system pulls the data for the past six months as expected.

Note: This change only affects clients utilizing the Executive Dashboard Reports Package. If you are interested in purchasing please contact your ClientSpace Product Consultant.

Advanced Administration

Case	Enhancement
49838	Expose Delete on BI Admin to Global Admin users With this case, global admin users can now delete reports from the Business Intelligence Admin dashboard. See Business Intelligence Admin Dashboard.
50883	Add IsSystem to Role Security This case adds the System property to a security role. This field indicates whether the security role is a protected system security role. If the System field is checked, an admin user cannot select the Delete button on the Security Roles dashboard to delete the security role. Only a developer user can check or uncheck the System field on a security role. See Administering role security.

Case

Enhancement

49838

Expose Delete on BI Admin to Global Admin users

With this case, global admin users can now delete reports from the Business Intelligence Admin dashboard.

See Business Intelligence Admin Dashboard.

50883

Add IsSystem to Role Security

This case adds the System property to a security role. This field indicates whether the security role is a protected system security role. If the System field is checked, an admin user cannot select the Delete button on the Security Roles dashboard to delete the security role. Only a developer user can check or uncheck the System field on a security role. See Administering role security.

General Enhancements

Case	Enhancement
47153	Time - Standard DataType allows for dates outside SQL DateTime range Previously, the DataType Time - Standard allowed users to enter dates that were outside the range that the SQL's datetime datatype could accept. When a user entered a date outside of the range and tried to save, an exception would occur. Now, the system validates the date and time that the user enters and responds as follows: If a user enters a valid date and a valid time, the system uses the date and time that the user entered and sets the time to the time that the user entered. If a user enters an invalid date and an invalid time, the system uses the current date and sets the time to midnight (00:00:00). If a user enters an invalid date and a valid time, the system uses the current date and sets the time to the time that the user entered. If a user enters a valid date and an invalid time, the system uses the date that the user entered and sets the time to midnight (00:00:00).
50522	Add "Move Visit" functionality This case adds the ability to move a client visit from one workspace to another. See Move a Visit from One Workspace to Another.
50691	Full Email in Case Discussion This case adds a new replace field for the Discussion templates in Email templates called {PreviousMessages}. See CSCDISC: Case Discussion Template or CSCDISCNEW: Case Discussion New Template
50952	I-9 Import via PrismHR API Previously, ClientSpace did not import up-to-date I-9 information when an I-9 event occurred in PrismHR. This case modifies the PrismHR API to trigger an I-9 import when the following conditions exist: Schema = Employee Class = (Compensation OR Client OR Person). Now the system imports updated I-9 information when an I-9 event occurs in PrismHR.
51565	Add subscriber by role This case adds the _AddSubscriber method. Use the _AddSubscriber method to create a business rule that can add subscribers to a case based on their user role. See Business Rule Methods.

Technical Enhancements

Case	Enhancement
48542	Sunset DataformTaskTrigger This case is a follow-up to case 48271 (Deprecated Template Task Triggering) from the R98 release. This case removes the remaining references to template task triggering.
50723	DocuSign Errors Previously, when a DocuSign thread abort occurred, the system logged multiple errors for this event. Now, once the retry threshold has been hit, the system only logs a single error when a DocuSign thread abort occurs.
50982	Izenda Performance This case modifies the system to no longer update the report attribute table in real time. The system now updates the report attribute table once daily at 11:00pm. This case also implements logic to improve performance for Business Intelligence processes.
51038	Route Error Handling Previously, the system logged an exception when taken to an invalid route. Now, the system no longer logs an exception for an invalid route. Instead, the system displays an error message that describes the issue.
51193	Add No Locks to Gradient AI Procs This case implements logic to improve performance for Gradient AI processes.

Fixes

Case	Issue summary	Resolution
51278	Exception on Apostrophe ( ' )	Previously, the PrismHR Bidirectional Contact Sync scheduled process (HRPBiDirectionalContactsSync) failed with an exception if the system encountered a last name containing an apostrophe (for example, O'Malley or O'Rourke). Now, when processing ClientSpace and PrismHR Contacts for a Client, any single quotes in the name fields (first, last, first<space>last, last<comma><space>first) will be removed from both the ClientSpace and PrismHR Contact data when performing matches, the scheduled process runs as expected.
50874	Merges: PDF Convert problems	Previously when attempting to merge data to generate a PDF, formula errors and an exception could occur. This case updates the Aspose merge code to use the Workbook.CalculateFormula(). Now, the system properly renders a PDF when running a merge.
50925	Drag and Drop for Work Items Behavior	Previously when a user dragged and dropped work items in the Work Center to change the order for the Work Item Sets, the system allowed the user to drop a work item outside of the Work Center (for example, in the middle of a dashboard). Now, the system prevents a user from dropping work items outside of the Work Center area.
50970	Top 100 Modal issue when adding License Users	Previously, when adding users to a list in the system and there were over 100 users to choose from, the user drop-down list displayed a message "Showing Top 100". However, the system only displayed a small number of users (far fewer than 100). Now, when adding users to a list and there over 100 users to choose from, the system always returns the top 100 active users available to choose from. Once a user is added, the system no longer includes that user in the top 100 user list (since the user was already added).
51025	Pinning a file clears the luCategory of the Uploaded files item	Previously, when pinning, a version of an uploaded file (either dataform field or attachments area), the system cleared the value in the Category field associated with the file link. This case enhances the system so that the system now respects the current value in the Category field associated with the file link. Now, when a user pins a version of the uploaded file and saves the change, the system does not clear the category for the file link.
51345	The _SetFieldFromForm rule doesn't handle File datatypes correctly	Previously, when the _SetFieldFromForm rule was configured on a form and used to copy a file from one field to another (on the same form), the system copied the LinkGUID from one field to another instead of creating a new LinkGUID. This case added logic to the _SetFieldFromForm to create a new file link when the DataType is dtFileManager. Now, the system creates a new LinkGUID instead of using the existing one on the source field.
51513	Table Metadata issues for Incidents and Workflow Channels	Previously, existing records for some columns ((StartDate, DueDate, OwnerUser)) became mismatched when a table metadata field was deleted and this mismatch prevented adding the field back. Now, if a table metadata field is deleted, the field can be added back without the mismatch.
51591	Importing multi-select lookup data	This case restores previous functionality by removing the changes that were introduced in the R104 release with Case 50082 (Importing multi-select lookup data).