Release 108 Notes

R108 Sprint: 9/1/2021 to 9/30/2021. 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 R108 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 9/1/2021 to 9/30/2021
Upgrade groups	Date of upgrade	Tentatively occurs on
Group 1	First Thursday of the month	October 7, 2021
Group 2	Second Tuesday of the month	October 12, 2021
Group 3	Third Tuesday of the month	October 19, 2021

Enhancement

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

Change in Functionality

Case	Enhancement
49082	Drag and Drop Modules in User Profile Action Center This case enhances the user module management for ClientSpace users. Previously, to change the display order for modules a system user would use up and down arrows to move the modules in the user profile list. Now, you can simply drag and drop modules to the desired order. See User modules.
49696	New OSHA Location Totals Retrieval Process This case updates the process for retrieving OSHA location totals for a client. This case optimizes the process so that the system can minimize the likelihood of errors on large data sets. See OSHA 300A Report Details.
51311	Filtering the Milestones by Category in the Milestones Widget With this case, users can filter the list of milestones in the Project Milestones widget on a workspace. The system displays all of the milestone categories by default. A user can use the drop-down in the Project Milestones widget to select a milestone category. The system then displays only milestones of the category that the user selected. For example, a user can select a Training category to focus only on the milestones that pertain to training-related activities. The following graphic illustrates how the filter works.
51617	Email Integration: New Template - No Reply This case adds the No Reply email template for email integrations. When it is not necessary to send an email reply from the mailbox associated with the email integration, you can select the No Reply template when configuring the email integration. The system does not reply to the sender after completing the actions for the email integration. See Step 2: Action step.
52287	API Path Change for the TerminationReason Column This case updates an incorrect API Path for the TerminationReason column on the HRPAPI_emp_futurechange*.csv Import Map Header. Previously, the API Path was: FutureChange/terminationResult/termExplain Now, the API Path is: FutureChange/terminationResult/actionReason
52365	WFC and Email Template Condition Expression 500 Character Limit Condition expressions created via the UI for WFC and Email Templates can exceed 500 characters. Previously, when retrieving the condition expression during WFC or Email Template triggering, the system truncated the condition expression to 500 characters. Truncating the expression could result in the system throwing an exception. Now, when a WFC or Email Template triggers, the system does not truncate the condition expression.
52664	Search Optimization for Cases Module This case changed the More search options for the Cases module. This case added Workspace to the More search option. This case also removed the following More search options: Service Team Account Manager See Search for Cases from the Cases Dashboard.

ClientSpace Premium

Case	Enhancement
49781	OSHA - Calculating the Number of Days Away from Work Previously, the system would default the start date of the RTW record to the date of injury. To be in better alignment with the OSHA 300 instructions, the start date will now default to the date after the date of injury. For example, if an injury occurred today, the start date on the RTW record is tomorrow.
50825	Add Link to Benefit Plan Rate Group form This case adds the new custom link Rate Group. This link connects to the child Rate Group records associated with the Benefit plan in the field fkHealthBenefitsPlanID. ClientSpace users managing benefit plans now have the ability to jump to the related Rate Groups from the plan. This allows ClientSpace users to save time, as it is no longer necessary to jump to the Rate Group search and filter search results to the related groups.
51043	New Search Capabilities in the More Search Option for Sales Entities This case adds the ability for a ClientSpace user to search by Sales User and Broker/Referral Partner name in the More search option when searching Sales Entities. This enhancement allows a user to narrow down search results when a large number of entities exist.

Case

Enhancement

49781

OSHA - Calculating the Number of Days Away from Work

Previously, the system would default the start date of the RTW record to the date of injury. To be in better alignment with the OSHA 300 instructions, the start date will now default to the date after the date of injury. For example, if an injury occurred today, the start date on the RTW record is tomorrow.

50825

Add Link to Benefit Plan Rate Group form

This case adds the new custom link Rate Group. This link connects to the child Rate Group records associated with the Benefit plan in the field fkHealthBenefitsPlanID. ClientSpace users managing benefit plans now have the ability to jump to the related Rate Groups from the plan. This allows ClientSpace users to save time, as it is no longer necessary to jump to the Rate Group search and filter search results to the related groups.

51043

New Search Capabilities in the More Search Option for Sales Entities

This case adds the ability for a ClientSpace user to search by Sales User and Broker/Referral Partner name in the More search option when searching Sales Entities. This enhancement allows a user to narrow down search results when a large number of entities exist.

Advanced Administration

Case	Enhancement
50534	Contact Category filter for Contact Datatypes This case adds the ability to filter contact data types by category - with this, the dataform contact field can be configured to only allow a specific category of contacts to be selected. The control filters by using the new CRMContactCategory lookup Group. Contact Settings fieldset for the following datatypes: Contact Type Ahead Org Contact Org Contact (Field Related) See Configuring Your Dataform Datatypes.
50716	Unable to add unfiltered link to dataform containing ParentForm link With this case, you can now set the Linked Field to a blank value when you add or edit a custom link. This allows the ability to have a non-filtered list of workspace dataforms available when necessary. Also with this case, when you edit a custom link, the system respects the current setting for the Linked Field (either blank or populated) and does not default to another value.
51643	Add the Allow Import Field to Workspace Settings Previously, the use of a script was necessary to set a workspace to allow imports if not set during the standard client process. This case adds the Allow Import option to Workspace Settings. Now, a developer user can set the Allow Import option by selecting the Workspace Settings action item in the Action Center instead of depending upon a script to toggle the setting. See Workspace Settings.
52151	User Maintenance: Add Logic to Prevent Global Admin Rights for External Users This case introduces business logic in the User Detail settings so that an administrator cannot set an external user as a Global Admin user. Now, when an administrator sets the User Type field to External, the system clears the value in the Global Admin field (if already selected) and locks the option to disallow enabling an external user as a Global Admin user. See Adding and Editing User Accounts.

General Enhancements

Case	Enhancement
50440	Duplicate Client Service Time Tracker Categories Previously, ClientSpace users who utilized time tracking could have trouble differentiating time tracker records for Client Service (Client Related category group) from Client Services (Internal category group) when reviewing reports. This case updates the category name of the Client Services time tracker category to Client Services (Internal). Now, a ClientSpace user who utilizes time tracking can better differentiate time tracking records when reviewing reports.
50536	Action Center: Open Dataform Properties as new Work Item Previously, when selecting Dataform Properties from the Action Center, the system would lock down the related dataform in the Work Center as long as dataform properties were open. With this case, when a user selects Dataform Properties in the Action Center, the system: Does not set the dataform to read-only mode. Opens the dataform as a new (top-level) work item in the work center. This change allows a user to edit the dataform while the dataform properties are open. See Action Center.
50783	New Business Intelligence Report: Lookup Values by Group This case introduces a new Business Intelligence report, Lookup Values by Group. Use this report to export a list of lookup field values. See Configuring lookups.
51320	Upload Attachments to Email Activity Generated from Email Template With this case, if you select the Include as Activity option on Step 1: Initial for an email template, and the email template includes an attachment, the system uploads any attachments to the activity when it is created. See Attaching Activities from Email Templates.

Technical Enhancements

Case

Enhancement

46023

Defining a Time Frame for a Scheduled Process Sleep Window

This case adds the Developer Options: Sleep Window Settings fieldset for scheduled processes. The developer user can set a day of the week and a time frame for the sleep window. During the sleep window, the system will not run the scheduled process. Use this feature to prevent the system from running scheduled processes during critical times (for example, during system maintenance).

See Scheduled Processes.

51031

Update Import Mappings for Email Fields to Use the Email Datatype

This case converts the import mappings for the following email fields to use the Email datatype so that email can be validated properly and not allow incorrect values.

Import mappings and fields
Import Mapping	Field
HRP_employee*.csv	Email
HRP_contact*.csv	PrimaryEmail
HRP_contact*.csv	SecondaryEmail
HRPAPI_employee*.csv	WorkEmail
HRPAPI_initial_employee*.csv	WorkEmail
DWN_contact*.csv	PrimaryEmail
DWN_contact*.csv	SecondaryEmail
PP_employee*.txt	Email
HRPAPI_employee*.csv	Email
DWN_employee*.csv	Email
PP_contact*.txt	PrimaryEmail
PP_contact*.txt	SecondaryEmail
CRM_org*.csv	GeneralEmail
CRM_contact*.csv	PrimaryEmail
CRM_contact*.csv	SecondaryEmail
IMPORT_user*.csv	Email
HRPAPI_users*.csv	Email
HRPAPI_initial_contact*.csv	ContactEmail
HRPAPI_contact*.csv	ContactEmail
HRPAPI_initial_users*.csv	Email
HRPAPI_initial_employee*.csv	Email

51991

Create a New Procedure for CSC Discussion Recipients Employees Tab

Previously, the Employee Search procedure [peo_cs_employee_s_dashboard_search] was shared with the Client Service Case (CSC) Discussion Thread logic in the Recipients tab and Employees sub-tab. This case creates a new procedure [peo_cs_discussion_employee_s_search] for the logic associated with the Employees sub-tab in the CSC Discussion Thread. This new procedure only contains the search parameters and output that are required for the discussion recipients tab. The [peo_cs_employee_s_dashboard_search] procedure is no longer responsible for this logic. This case also removed the WorkEmail and Email fields from the [peo_cs_employee_s_dashboard_search]. The changes in this case help with the performance of the Employee Dashboard on larger sites.

52282

Improve Error Message to Better Track and Diagnose a Condition Expression Problems with Workflow

Previously, when a Global Admin user configured a workflow channel with a bad condition expression, the system displayed the following message in the System Admin Exception Log:

An error occurred trying to evaluate a Workflow Channel Execution Trigger Condition Expression. Trigger Condition ID: xxxx

The trigger condition ID was not helpful information to display in the error message. This case changes the error message to provide the Workflow Channel ID and the Workflow Item ID. Now, the system displays the following message:

An error occurred trying to evaluate a Workflow Channel Execution Trigger Condition Expression. Workflow Channel ID xxxx / Workflow ItemID xxxx

52821

Set Default Values for Fields on the CustomFieldDisplayRule Table

This case applies a script to set the default values for the following fields on the CustomFieldDisplayRule table:

ControllingFieldName
Value
Behavior

Fixes

Case	Issue summary	Resolution
51989	% (Contains) Search for a Security Entity When Editing a Widget Layout	Previously, a user could not perform a % (contains) search in the Security Entity field when setting the trigger condition for a widget layout. Now, a user can use the % (contains) search option in this field to search for a security entity to select for the widget layout.
51892	Multi-Lookup Filter Display Issue	Previously, when a filtered multi-lookup had a value that was not valid for the filter, the value was cleared and the system showed the field as dirty when the form loaded. Now, when the form loads the system displays the value stored in the database.
52288	Calendar bug: Monthly Custom Calendar Event not Created for Google Calendar	Previously, when adding a Monthly Custom calendar event, the ICS file that the system generated did not contain all the necessary elements to create a Google calendar event. Now, adding Monthly Custom calendar events works for both Google and Outlook web calendars.

Case

Issue summary

Resolution

51989

% (Contains) Search for a Security Entity When Editing a Widget Layout

Previously, a user could not perform a % (contains) search in the Security Entity field when setting the trigger condition for a widget layout. Now, a user can use the % (contains) search option in this field to search for a security entity to select for the widget layout.

51892

Multi-Lookup Filter Display Issue

Previously, when a filtered multi-lookup had a value that was not valid for the filter, the value was cleared and the system showed the field as dirty when the form loaded. Now, when the form loads the system displays the value stored in the database.

52288

Calendar bug: Monthly Custom Calendar Event not Created for Google Calendar

Previously, when adding a Monthly Custom calendar event, the ICS file that the system generated did not contain all the necessary elements to create a Google calendar event.

Now, adding Monthly Custom calendar events works for both Google and Outlook web calendars.