Release 131 Notes

R131 Sprint: 8/1/2023 to 8/31/2023. 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.

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 8/1/2023 to 8/31/2023

Upgrade groups

Date of upgrade

Tentatively occurs on
Group 1 First Tuesday of the month September 12, 2023
Group 2 Second Tuesday of the month September 19, 2023
Group 3 Third Tuesday of the month September 26, 2023

Enhancement

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

ClientSpace Premium

Case

Enhancement
61878

Added SIDES Employee Start Date and Related Business Rule Method

Previously, you could not edit the position start date submitted with a SIDES claim. ClientSpace was hard coded to always use the Start Date field value from the most recent employment record as the position start date relevant to the claim. There are instances where this is not the correct date. For example, if an employee was temporarily laid off for a week and the claim for that layoff period was not processed until after they were rehired, using the Start Date of the most recent employment record is not correct as it reflects the recent rehire date instead of the Start Date of the position the employee was in at the time of lay off.

 

Now, a new editable Employee Start Date field has been added to the "Claim Data" section of the UI Claim. A supporting business rule method, DefaultEmploymentStartDate, has also been added which initially sets the Employee Start Date field with the Start Date of the most recent employment record. If this is not the correct date, you can manually type or use the calendar selector to pick a different date.

 

Note: 

  • DefaultEmploymentStartDate runs only when Employee Start Date is empty (i.e., blank) to ensure that manual entries are preserved.

  • In the case of unmatched claims, DefaultEmploymentStartDate runs only when Employee Start Date is empty, you have manually selected an employee to associate with the claim, and you have moved the claim from the temporary holding workspace (i.e., Client Services Department workspace) to an appropriate workspace.

See Processing SIDES Claims.

Advanced Administration

Case

Enhancement

64097

Added _SetFieldOnFormFromFormTabs Business Rule Method

A new _SetFieldOnFormFromFormTabs business rule method has been added that takes a value from a field on a dataform or tab dataform and sets it on another dataform or tab dataform. The new method supports the following configurations:

  • Singleform to singleform

  • Multiform to singleform

  • Multiform to multiform if both dataforms are within a tab set

  • Tab field to Tab field if both fields are within the same tab set

Note: 

  • _SetFieldOnFormFromFormTabs is only configurable on the primary form of a tab set but the triggering fields can come from tabbed forms.

  • TargetField and SourceField datatypes must be compatible. See Field Datatype Validation - Compatible Datatypes.

See Business Rule Methods.

64143

Added Tab Field Rules Validation

Business rule (System Admin > Advanced > Manage Business Rules) validation logic has been added to display a warning message when you:

  • Unlink or delete a tab dataform from the Parent dataform when a field from the tab dataform is referenced as a TargetForm or SourceForm in the business rule configuration.

  • Delete or deactivate a field on a tab dataform that is referenced as a TargetField or SourceField in the business rule configuration.

See Before you begin.

General Enhancements

Case

Enhancement

62237

Removed Unused Fields When Email Template Type is "Survey

The Include Dataform Subscribers as 'CC' Recipients and Subscriber Type fields located on the Addresses tab no longer display when the Email Template Type on the Initial tab is set to "Survey". These two fields are not used for Survey Email Template configuration.

64557

Upgraded User Interface Controls

The following UI controls have been upgraded to a newer HTML5 user interface framework to improve performance.

  • Grids

  • Calendars

  • Editor fields (such as Notes and Comments boxes)

  • Color Selector tools

Functionality remains similar to the previous version, with minimal changes to appearance and functionality.

For grids, a new vertical three dot menu (i.e., Kebab menu) contains the following options:

  • Columns - Used to select or deselect the columns that display in the grid.

  • Set Column Position - Used to move the position of a column. This feature also serves as the "mobile friendly" option for moving columns. Desktop users can also set the column position using the drag and drop method to drag the column header to a new position.

See the new Kebab menu options in the image below:

Note: Functionality such as clicking a column header to sort or dragging column borders to resize the column width remains the same.

Fixes

Case

Issue summary

Resolution
63985

Corrected Hidden Required Field Implementation Group Issue

Previously, when a fieldset on a dataform was hidden from users of an Implementation Group license and the fieldset contained required fields, dataform validation of required field data entry still occurred on the hidden fields and stopped users from saving the form. Now, any field in a fieldset that is hidden by an Implementation Group is ignored by the dataform validation and is not required to save the form.