Release 109 Notes

R109 Sprint: 10/1/2021 to 10/31/2021. 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 R109 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 10/1/2021 to 10/31/2021
Upgrade groups	Date of upgrade	Tentatively occurs on
Group 1	First Tuesday of the month	November 2, 2021
Group 2	Second Tuesday of the month	November 9, 2021
Group 3	Third Tuesday of the month	November 16, 2021

Enhancement

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

Change in Functionality

Case	Enhancement
52341	Role Security Update for the Comp Fieldset in Pricing In certain instances, the Manual Rate, Premium Discount, & Net Rate fields were editable even when the Override Billing for this WC Code field was not checked. This issue has been corrected so these fields are no longer editable unless the code is overridden. We recommend reviewing the security entities for these 4 fields to ensure users have the proper rights to these fields.
52573	Terminating a Client: Client Termination Date Required Previously, when terminating a client an error occurred if the user did not provide a termination date in the Client Termination Date field (which was not required) on the Terminate Reason pop-up window. Now, when a user attempts to terminate a client, the system requires a user to enter a termination date in the Client Termination Date field.
52702	Pricing: Validation Added for Pay Frequency This case adds validation for the pay frequency for quick create pricing. Now, if a value is incorrect (does not match the lookup) for Pay Frequency or other fields, the system will clear the field instead of importing the incorrect value. See Re-uploading pricing data.
52867	Adding and Rearranging Modules in the User Profile This case updates the Select Modules functionality for adding and rearranging modules within a user profile. Users can more easily select and rearrange the modules that the system displays on their user profile. When adding new modules, users can now drag and drop modules. See User modules.

Advanced Administration

Case	Enhancement
52285	Dataform Field Properties: Length Option for Fields with the Text, Text-Wide, or TextArea Element Type Previously, dataform fields with the Text, Text-Wide, or TextArea Element Type did not respect the character limit indicated in the Length setting for that field. For example, if the Length setting indicated 20 characters, the user could enter more than 20 characters in the dataform field and save the changes. Now, the system does not allow the user to enter more characters than the Length setting permits for the field. See Adding Dataform Fields.

Case

Enhancement

52285

Dataform Field Properties: Length Option for Fields with the Text, Text-Wide, or TextArea Element Type

Previously, dataform fields with the Text, Text-Wide, or TextArea Element Type did not respect the character limit indicated in the Length setting for that field. For example, if the Length setting indicated 20 characters, the user could enter more than 20 characters in the dataform field and save the changes. Now, the system does not allow the user to enter more characters than the Length setting permits for the field. See Adding Dataform Fields.

General Enhancements

Case	Enhancement
52324	Update Organization Security When a User's Department Member Role Changes With this case, when a user moves from one department to another on the user profile, the system will update the Organization Security to reflect the new department for all organizations that the user is assigned to.
52388	CSCDISC Template: New Replacement Field [CSCDISCSubject] This case updates the CSCDISC email template, changing the hardcoded subject line to one that is configurable as an email template. It adds the [CSCDISCSubject] replace field and swaps it for [Subject] on all existing CSCDISC templates. See CSCDISC: Case Discussion Template.
52715	Add Resolution Date to the Column List on the Cases Module This case adds Resolution Date to the column list on the Cases module. This column is hidden by default. See Search for Cases from the Cases Dashboard.
52932	API Method Update for Contact Operations This case fixed a ClientSpace API issue that could cause a session disconnect when adding contacts via the API resulting in the system not creating contact records.

Technical Enhancements

Case	Enhancement
52272	DocuSign Attachment Failure when Attaching to a Dataform that Already has Attachments in the Attachments Action Center Panel Previously, a DocuSign attachment failure occurred when attaching to a dataform that already had attachments listed in the Attachments Action Center panel, and the Link To field was not defined in the template. Now, the system attaches the signed document in the Attachments Action Center panel if no Link To field is defined in the template regardless of whether there are already other attachments.
52316	SalesForce Scheduled Process Updated to Allow Lowering the Max Run Minutes for the Process This case updates the date on the Salesforce scheduled process record after every 10 processed WorkQueue items. This change facilitates lowering the Max Run Minutes value to a much lower number.
52883	Email Integration: Convert Invalid Filenames and Paths to Safe Windows Values Previously the system would log an exception when encountering an invalid Windows file name or path during email integration. This case changed the Email integration process to convert invalid file names and file paths to safe Windows values. Now, the system cleans up the invalid file name and path and no longer logs an exception when the system encounters an invalid Windows file name or path during email integration.
53107	Email Integration: Upgrade AE.Net.Mail Package Version This case upgrades the AE.Net.Mail package to version 1.7.21. This change corrects an issue where email integration was not picking up all emails.

Fixes

Case	Issue summary	Resolution
52606	Searching Filter Issue: Search Results Not Filtering by Comp Code	With this case, the system filters the search results and only displays results for the selected Comp Code.
52609	Email Integration - Creating Duplicate Dataforms	Previously, Email integration would create duplicate dataforms from two different executions of the scheduled process. Now, the system no longer creates duplicate dataforms, and emails are marked as read.
52621	Removing ClientSpace Calendar Events from an Outlook.com Mailbox Fails	Previously, when ClientSpace sent an ICS calendar event to an Outlook mailbox to cancel an event, the Outlook mailbox marked the file as an unsupported ICS Calendar file. This case updates the ICS calendar file so that it is recognized by Outlook. Now, when ClientSpace sends an ICS calendar cancellation file to an Outlook mailbox, Outlook recognizes the file.
52635	Contact Widget Loading Error	Previously, if the Contacts widget on a workspace tried to retrieve the contact list where several contacts had multiple overlapping contact types, a loop could occur, and the web page would take a long time to load. This issue happened because the list of contacts for each contact type was not limited to one. Now, if the system returns multiple contacts for each contact type, the system displays the first contact of each type (first alphabetically).
52803	Client Service Cases: Inactive Case Categories Display in Category Drop-down	Previously, when selecting a category for a client service case, the system displayed inactive categories if the lookup record for that category contained metadata. Now, when selecting a category for a client service case, the system does not display inactive categories that contain metadata.