Release 129 Notes

R129 Sprint: 6/1/2023 to 6/30/2023. 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.

Enhancement

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

ClientSpace Premium

ClientSpace API

Case

Enhancement
57862

Added ClientSpace API Version 2.0 Dataform GET Method For Dynamic Searching

The following Dataform method has been added to Version 2.0 of the ClientSpace API:

/api/dataform/v2.0/describe/{tableName}

The new method is a domain-specific query language that programmers using the ClientSpace API can use to define on-the-fly searches on ClientSpace data.

Note: Detailed documentation for client developers can be found in the Swagger interface by expanding the Dataform section and then expanding the method.

Other ClientSpace Premium

Case

Enhancement

61474

Employee ID No Longer Required in Gradient Health Census Submissions

Gradient AI no longer requires that Health Census submissions contain Employee IDs. The ClientSpace Gradient AI Health Benefits API has been updated to allow Gradient Health Census report files with one or more missing Employee IDs to be successfully submitted to Gradient AI.

62270

Added Benefit Batch Renewal Enhancement

Previously when a master plan was renewed, all offered plan records associated with the master plan were typically renewed at the same time. Now, the Benefits Batch Renewal feature will renew and clone these offered plans in the same way that the master plan is renewed and handle instances of offered plans needing to be added to the master plan for the renewed year AFTER the master plan has already been renewed. This feature requires two new business rules (System Admin > Advanced > Manage Business Rules):

 

This feature requires the following business rules:

Dataform

Rule Title

Method Name

Benefits Batch

Offered Benefit Plans "Not Renewed" Alert

SE_OBPsNotRenewedAlert

Benefits Batch

Clone Offered Benefit Plans to Batch

CloneOfferedBenefitPlansToBatch

 Note: 

  • The Offered Benefit Plans "Not Renewed" Alert and Clone Offered Benefit Plans to Batch rules are deployed as Active by default. No configuration is required to use this feature as this will be default behavior going forward.

  • A Renew Offered Benefit Plans business rule has been created to isolate the previous functionality for customers who do not want to use the new functionality.

    ALERT:  The Renew Offered Benefit Plans rule must NOT be set to Active to use in conjunction with Offered Benefit Plans "Not Renewed" Alert and Clone Offered Benefit Plans to Batch rules set to Active. Having all three rules active at the same time may result in duplication of the offered benefit plans upon renewal of the benefits batch.

  • This enhancement also adds "Benefits" to the Tags field of the Rules Details window of each of new business rules listed above. The More search option allows a user to filter search results for all custom logic rules with the "Benefits" tag.

See Using Benefits Batch Renewal to Add Offered Benefits to a Renewed Master Plan.

General Enhancements

Case

Enhancement

60064

Added Case Module Summary Quick View

You can now click a link in the Subject column of the Cases (Cases 2.0) dashboard to display Quick View case summary details in a popup window. You can also open the related case record, view the latest discussion thread and view case notes from the Quick View summary.

Case Summary Quick View

Note: Discussion Responses, Internal Notes, and Case Notes buttons only display if a user has appropriate security rights and discussion information and notes are entered on the case.

See Cases Dashboard Quick View Summary.

61308

Deregistered Email Template v1 Address Stored Procedures

Version 1 Address Stored Procedures are no longer registered for use in ClientSpace email templates on the Addresses tab. This will require reconfiguration of email templates using v1 stored procedures. There was only one v1 address stored procedure found to still be in use: peo_directdeposit_emailtemplate_recipient_proc.

 

With this change:

  • Deregistered address stored procedures are no longer listed in the Address Source Procedure drop down field of the Addresses tab.

  • When you open an email template that uses a deregistered address stored procedure, the following message now displays: "The configured Address Stored Procedure on the Addresses step has been deprecated, please update it. If you need more assistance please contact ClientSpace by creating a case with our Professional Services Team."

61314

Changed Case Create Date and Resolution Date to Date Time Datatype

Previously, on the Client Service Case dataform, the Create Date and Resolution Date fields displayed only the date. Now, these fields have a Date Time datatype and display both date and time.

 

Note: This change did not impact Create Time and Resolution Time fields which are still present on the form and display the time only.

See Adding cases.

61994

Added Refresh Button to Query Widget

A Refresh button has been added to the Query Widget title bar to allow you to refresh the widget and see the latest updates.

See Widget: Query (XSLT).
62045

Added Case History Custom Link

A Case History link has been added to the Client Service Case form in the Links section of the Action Center. Click the link to view PEO Client Service Case workflow details.

See Case History Dataform.

62594

"Date Time" Datatype Enhancements

The Default to Current Date and Time setting in dataform field configuration (System Admin > Dataform Admin) is now available for Date Time fields.

Additionally, the ClientSpace API parameter "APITimeBehavior": "AppTZ" has been enhanced to respect Date Time fields and adjust Date Time field data imported by the API to the correct time zone.

Fixes

Case

Issue summary

Resolution

62055

Trigger Operator and Value Cleared When Trigger Field Name Matched the Label Name of Another field

Previously, the Trigger Operator and Trigger Value on business rule configuration (System Admin > Advanced > Manage Business Rules) cleared if the dataform field name associated with the rule being configured matched the field label of another field on the dataform. This issue is fixed.
62274

Contacts Module Search Times Were Slow or Timed Out

Contacts module search times on the Contacts Search dashboard have been improved. Previously, searching by Phone (Business Phone) in the More search was slow because ClientSpace translated the search entry to include hyphens. For example, if you typed 1234567890 as search text, ClientSpace translated the search entry to 123-456-7890 but did not require an exact match to the formatting to return results. Now, the Phone search is configured to use the "Starts With" operator and requires an exact match to return search results. For example, if you type (123) as search text, ClientSpace will return records with a Business Phone entry that starts with (123) such as (123) 456-7890 or (123) 4567890. In this scenario, it will not return records with a Business Phone 123-456-7890 or 1234567890 due to the absence of parentheses around the area code in the search entry.