Release 113 Notes

Add Category Filter Column and Search Criteria to the Lookups Dashboard

With this case, a Global Admin user can now use the More search option to search for lookups by Filter. This case also adds the option to view the Filter column on the Lookups dashboard.

Add Time to Audit Trail Search

With this case, a ClientSpace user can determine the time that a field audit occurred so that it is easier to troubleshoot and track changes. Now, the Date column on the Audit Trail returns the datetime instead of just the date. The system orders the column by datetime.

Contact Export Enhancement - Export updates

Note:  Contact ClientSpace Professional Services to implement this feature.

With this case, the system exports any changes to contacts from ClientSpace to PrismHR when a user changes any of the following contacts fields in ClientSpace:

• contactName

• contactTitle

• contactPhone

• contactPhoneExt

• contactEmail

• comments fields

Note:  If these fields changed due to the PrismHR API, the system does not export the change to PrismHR.

See Scheduled Processes: PrismHR Export Contacts

PrismHR Event Record Created Before Employee Created in ClientSpace

Previously, it was possible that a PrismHR Event record (such as a direct deposit event) could be created for an employee in PrismHR who was not yet in ClientSpace. This case adds the AssociatePrismEvents rule that the system triggers when importing a new employee. This rule analyzes all PrismHR events missing an fkemployeeID in the current workspace by trying to match on the Employee Identifier. If a match is found, the PrismHR Event will have the fkemployeeID set to that employee. If the rule does not find any events, the system does nothing.

This case removes the Radio Button option from the Signature Type drop-down on Step 3: Addresses for DocuSign templates.

Note:  It is still possible to configure Radio Buttons as a custom type within DocuSign.

Previously, the SetCategory method on the Offered Benefits Plan business rule could cause an exception to be thrown if the fkBenefitPlanID is not set (NULL). This can occur because sometimes fkBenefitPlanID is set to Read Only. If fkBenefitPlanID is read only, a value can not be set.

This case, adds the Require Benefit Plan business rule.

Now, an exception does not occur for this scenario, instead the system displays a hard error.

Previously, when adding a dataform, the system did not respect the field display rule setting to hide an item if the value for the triggering checkbox was false (unchecked). This case updates field display rules to respect both true and false values for checkbox triggers when adding a dataform.