Release 106 Notes

Update core import logic

Previously, when importing into a single dataform the potential existed for the system to import a second instance of a single dataform into a workspace. Now, the system performs validation for single dataforms to prevent the creation of duplicates for a workspace.

See Managing Import Data.

Case Discussion Emails

This case adds the option to send case discussion emails to users that are not listed as contacts, employees, or ClientSpace users (for example, an outside vendor). This feature allows a user to keep more of the third-party portion of the discussion connected to the case discussion.

See Adding case discussions.

Underwriting Approval - WF enabled

This case verifies that WFC Cloning and Triggering are enabled for the Underwriting Approval dataform (gen_UnderwriterApproval). This case also verifies that WFC Cloning and Triggering are enabled for the following fields of the dataform:

• Approval Status (luApprovalStatus)

• Contract Type (luContractType)

• Contingencies (Contingencies)

Policy fields on State Master not respecting Field Properties parameters - "OverrideParamString: "@PolicyType=Master"

With this case, the Workers' Comp Policy Datatype now includes the following parameters that you can configure by using Advanced Settings in dataform administration:

• The ability to filter out expired plans

• The ability to filter based on Policy type

See Configuring Your Dataform Datatypes.

Case Discussion Reply Templates

This case adds the ability to reorder the templates in the drop list for discussion templates. Previously, when selecting the Reply Template drop-down on a new case discussion message, the system displayed the reply templates in the order that a Global Admin user created the templates. Now, the system displays the reply templates in alphabetical order by template name - description when you select the Reply Template drop-down. A Global Admin user can edit email templates and change the names to sort commonly used templates to the top of the list.

External Users - User Profile

Previously, when an external user selected My Profile to view and maintain their user information, the system displayed some options that were not necessary for external users. This case removed the following options from the external user My Profile page:

• The Manage Mail Key button in the Action Center

• The Out of Office fieldset

• The Signature field

• The ClientSpace Digest check box

Now, the system no longer displays these options when an external user selects My Profile.

Password Never Expires

This case exposes the Password Never Expires setting for user accounts. Global Admin users can now select this option so that a user password does not expire. See Adding and Editing User Accounts.

Scheduled Process Cleanup

This case evaluated all Core/PEO Scheduled processes for accuracy and validity.

This case also removed the following processes:

• Generate Scheduled Tasks

• Marketing Notification

• R82 One-Time DateSource Conversion

• One-time Update Field Audit Project ID

• Setup Table Relationships

• Upload Merge Documents

This case affects the Audit Inserts, Audit Detailed Deletes, and the Audit Updates for all Columns options for Table Metadata.

Previously, the system would only create field audit records for Table Metadata when the audit options were set, and there was an associated TblColumnMetadata record. Now, if an insert, deletion, or update occurs, the system triggers an audit without the requirement of an associated TblColumnMetadata record.

Previously, when you attempted to change the Execute On or Merge Procedure fields on a System email template, the field values cleared when saving the template.

The System email templates should not reference these fields. The DocuSign and Email type templates do use these fields. This case removes the Execute On or Merge Procedure fields from System type templates. The fields remain available on DocuSign and Email templates.