[en] Fixes
[en] TS002339257 — Error occurs when using search while creating a task in a Process List with web browser language set to French
[en] Fixed: Resolved an issue where, if the web browser language is set to French, using search to select a category for a task in a Process List causes an error.
[en] Reproduction Steps
[en] 1. With the web browser language set to French, log in to the admin client.
[en] 2. Add a process list.
[en] 3. Add a task to the process list.
[en] a. Click Add to select an item that you want the task to link to.
[en] b. In the Search field, type the name of the item that you want to link to.
[en] The result is an error occurs.
[en] TS002417080 — Cannot run calculation if only Calculate view and run permissions are granted
[en] Fixed: Resolved a permissions issue where users who have Calculate (view and run) permission receive an error when running a calculation if they do not have permission to view Presenter reports.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a role. Give them Calculate (view and run) permission and Composer permissions. Do not grant Presenter permission.
[en] 3. Run a calculation.
[en] The result is an error occurs with the message, "The permission 'Presenter/View' is not granted."
[en] TS002471706 — Error occurs after adding user to model
[en] Fixed: Resolved an issue where after adding a user to a model, and then clicking the next model in the list, an error occurs.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Click the model name > Model Options.
[en] 3. Add a user to the model.
[en] 4. Click on the next model in the list.
[en] The result is an error occurs.
[en] 61373 — No confirmation window when deleting a saved import
[en] Fixed: Resolved an issue where there is no confirmation window when clicking Delete on a saved import.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Import data.
[en] a. Select the 'Save this import as' checkbox and name the import.
[en] 3. Go to Admin > Manage > Saved Imports.
[en] 4. Hover over the name of the import and click the ellipses > Delete.
[en] The result is the import is deleted when there should be a confirmation window to confirm the user's action.
[en] TS002333446 — Import does not complete with "The operation was canceled" error message
[en] Fixed: Resolved an issue where the error message for scheduled imports that do not complete due to invalid values in the file is, "Import was canceled" when it should be "Import has failed".
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a table.
[en] 3. Create a file for import that contains invalid values (for example, text in a numeric column).
[en] 4. Add a Scheduler task to import the file to the table created in step 2.
[en] 5. Run the Scheduler task.
[en] The result is the import fails with the error message, "Task was cancelled" when the message should be "Import has failed due to invalid records".
[en] 62415 — Error when accessing external tool log
[en] Fixed: Resolved an issue where accessing the log for an external tool run causes an error and the page does not load.
[en] See enhancement for improved external tools log in this release.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. After running an external tool, go to Admin > Logs > External Tools and click the Run Number.
[en] The result is an error occurs and the page does not load.
[en] 61261 — Audit log shows the same entry when for both types of index rebuild (rebuild and reorganize)
[en] Fixed: Resolved an issue where audit log does not indicate if an Index Rebuild task uses the reorganize or rebuild option. Now, there is a tooltip in the audit log that shows the type of index rebuild.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Run an index rebuild (option: rebuild).
[en] 3. Run an index rebuild (option: reorganize).
[en] 4. Go to the audit log and look at the entries for the index rebuild jobs.
[en] The result is there is no indication which index rebuild used the rebuild option and which used the reorganize option.
[en] TS001950555 — Scheduler folder audit log entry misleading for skipped runs
[en] Fixed: Resolved an issue where the audit log entries for skipped Scheduler folders are unclear. Now, the audit log clearly states when a folder was skipped. Additionally, no emails are sent for skipped runs.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Scheduler, disable a process by selecting Skip for next run.
[en] 3. Run the process.
[en] 4. Check the audit log.
[en] The result is that the audit log shows the folder ran successfully.
[en] TS002333446 — Full error message not displayed in Scheduler logs
[en] Fixed: Resolved an issue where full error messages are not displayed in the Scheduler logs.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > Logs > Scheduler.
[en] 3. Look for an error message that does not fit in the column width and hover over it.
[en] The result is the error message is not fully visible in the column. Hovering over it does not bring up a tooltip with the full error message.
[en] TS002118379 — Calculation does not complete
[en] Fixed: Resolved an issue where a calculation does not complete. An error with the message, "UPDATE STATISTICS ON PARTITIONS syntax is not supported for non-incremental statistics" occurs after running a model optimize.
[en] To resolve this issue, affected clients need to run a script and run a model optimize for the calculation to run. See reproduction steps.
[en] Reproduction Steps
[en] 1. Restore the model.
[en] 2. Upgrade the model.
[en] 3. Apply script.
[en] 4. Optimize the model.
[en] 5. Run the calculation.
[en] TS002370432 — Calculations and imports are slower than expected
[en] Fixed: Optimized calculation engine resulting in minor calculation time improvements.
[en] N/A
[en] TS002342823 — Expanding window to full screen does not change the size of the height of the formula field
[en] Fixed: Resolved an issue where when adding an aggregate transformation to a Presenter report source, and expanding the window, the height of the formula field does not resize.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a data source to the report.
[en] 4. Add an aggregate transformation to the report.
[en] a. Expand the window.
[en] The result is the formula field's height does not expand to fill the window.
[en] TS002318443 — Time locking wizard period dropdown defaults to oldest date
[en] Fixed: Resolved an issue where when selecting from the period menu in the time locking wizard, the menu's default value is the oldest date when it should be the current locked period.
[en] Additionally, there is now slider to make it easier to move periods forward or back.
[en] N/A
[en] TS002523699 — Delete rows wizard restrictions cut off in Internet Explorer
[en] Fixed: Resolved an issue where accessing the delete rows wizard when using Internet Explorer as the web browser causes the restriction fields to appear cut off.
[en] Reproduction Steps
[en] 1. Using Internet Explorer as the web browser, log in to the admin client.
[en] 2. Delete multiple rows from a table.
[en] a. From the restrictions tab, add some restrictions.
[en] The result is the fields for the restrictions appear cut off.
[en] TS002184003 — Admin user can add view with the Add view permission disabled
[en] Fixed: Resolved an issue where users can add view tables in Composer when they do not have View permissions.
[en] N/A
[en] TS001982977 — Extra outbound connection created on top of an existing outbound connection
[en] Fixed: (Preventative) Resolved an issue where an outbound connection is created and connected to an existing outbound connection.
[en] N/A
[en] TS002520668 — Unwrapping a component throws "Error in the application"
[en] Fixed: Resolved an issue where unwrapping a component fails with the error message, "Error in the application."
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a component.
[en] 3. In the component, add a view table.
[en] a. From the Data Sources tab, define at least two data sources for the View.
[en] b. On the Restrictions tab, define any restrictions for the joined sources and View table.
[en] c. On the Display Columns tab, select the columns that you want to display in the View table. Add at least one column with time values.
[en] 4. Unwrap the component.
[en] The result is unwrapping the component fails with the error message, "Error in the application."
[en] TS002904183, TS002904459 — Editing a connection causes an error
[en] Fixed: Resolved an issue where an error occurs when editing any existing inbound or outbound connection.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, open the component that contains the connection that you want to edit.
[en] 3. Click the Edit icon on the connection.
[en] The result is an error occurs.
[en] TS002548741 — Process list description not displayed properly
[en] Fixed: Resolved an issue where process list descriptions do not display unless the user clicks it. Now, descriptions always display. If the description is longer than 100 characters, users can click 'Show More' to display the full description.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a process list.
[en] 3. Add a task to the process list.
[en] a. Add a description.
[en] The result is the description does not display until the user clicks the name.
[en] TS002407298 — Context menu does not appear when clicking an item in the Used By list in the Navigation menu
[en] Fixed: Resolved an issue where when clicking an item in the Used By tab in the Navigation menu the more options menu does not appear.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Select an object that has dependencies.
[en] 3. From the Navigation menu, select the Used By tab.
[en] 4. Select the name of an object listed as a dependency.
[en] The result is the more options menu does not appear in the Composer window.
[en] TS002336606 — Unable to change order of columns in Input Forms
[en] Fixed: Resolved an issue where columns cannot be reordered when creating an input form.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add an input form.
[en] The result is the order of the columns cannot be changed when users should be able to reorder columns.
[en] TS001921151 — Default table Bénéficiaire is not positioned alphabetically in Composer navigation sidebar
[en] Fixed: Resolved an issue where, when the web browser language is set to French, default tables like Bénéficiaire do not appear alphabetically in the Composer navigation sidebar.
[en] Reproduction Steps
[en] 1. With your web browser language set to French, log in to the admin client.
[en] 2. In Composer, search for a default table like Bénéficiaire by typing "B".
[en] The result is the Bénéficiaire does not appear in the list with other tables starting with B and instead appears in the list with tables starting with P.
[en] TS002519445 — Copy to clipboard does not work on Internet Explorer
[en] Fixed: Resolved an issue where when using Internet Explorer as the web browser, selected table records cannot be copied to the clipboard.
[en] Reproduction Steps
[en] 1. Using Internet Explorer as the web browser, log in to the admin client.
[en] 2. In Composer, select a table > View Data.
[en] 3. Select a row.
[en] 4. Click Copy to clipboard.
[en] 5. Try to paste the row into any text editor.
[en] The result is the row was not copied to the clipboard.
[en] TS002907616, TS002904183, TS002904459 — Error occurs when editing any connection
[en] Fixed: Resolved an issue where an error occurs when editing any existing inbound or outbound connection.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, open the component that contains the connection that you want to edit.
[en] 3. Click the Edit icon on the connection.
[en] The result is an error occurs.
[en] TS002538228 — Name of default tables are translated, but in wizards the search only works in English
[en] Fixed: Resolved an issue where, after setting the web browser language to French, searching for a table name in a wizard (for example, the calculation wizard) only returns results if the search is in English (for example, searching for "Payee" returns the "Bénéficiaire" table).
[en] Reproduction Steps
[en] 1. With the web browser language set to French, log in to the admin client.
[en] 2. In Composer, select an object (for example, a calculation) and click Edit.
[en] 3. In the wizard's search field, type the name of a table in English (for example, "Payee").
[en] The result is the "Bénéficiaire" table appears in the list.
[en] 4. In the wizard's search field, type the name of a table in French (for example, "Bénéficiaire").
[en] The result is the "Bénéficiaire" table does not appear in the list.
[en] TS002196403 — Composer arrange option does not retain setting if browser window is closed.
[en] Fixed: Resolved an issue where using the arrange option in Composer does not maintain over browser sessions.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, view a Component.
[en] 3. From the toolbar, click the Arrange menu > Manual.
[en] 4. Log out of the admin client and close the browser window.
[en] 5. Log in to the admin client.
[en] 6. Go to Composer, view the Component from step 2.
[en] The result is the arrange option has reset to manual.
[en] TS002400572 — Cannot scroll when viewing restrictions on web data edits for tables, data stores and views
[en] Fixed: Resolved an issue where users cannot scroll when viewing restrictions on web data edits for tables, data stores, and views.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a table.
[en] 3. Select the table > Show More > Web data edit > View Restrictions.
[en] 4. Expand a source that has more than 12 columns and try to scroll down to view all the columns.
[en] The result is the user cannot scroll down to view more columns.
[en] TS002400572 — Expand button does not work when viewing restrictions for web data edits of tables, data stores and views
[en] Fixed: Resolved an issue where the expand button does not work when viewing restrictions for web data edits for tables, data stores, and views.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, select a table > Show More > Web data edit > View Restrictions.
[en] 3. Click the button to expand the window.
[en] The result is the window does not expand.
[en] TS002753702 — Unexpected behaviour when renaming data store columns in Firefox
[en] Fixed: Resolved an issue where, when editing a data store or Presenter report, the user cannot click inside a column name to edit it if using Firefox as the web browser.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, edit a report.
[en] 3. Edit a data source.
[en] 4. In the Select columns tab, click a column name.
[en] 5. Try and click in the middle of the text to edit the name.
[en] The result is clicking does not move the cursor.
[en] TS001350070 — View Current Values for data store performance is degraded
[en] Fixed: Resolved an issue where clicking View Current Values for a data store takes longer than expected to load.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a data store.
[en] 3, Click View Current Values.
[en] The result is the preview takes longer to load than expected.
[en] TS002514213 — Cannot map columns in a data store when the same source is added as a union
[en] Fixed: Resolved an issue where, when creating a data store and adding the same data source twice to create a union, you cannot re-map the columns.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a data store.
[en] a. Add a table as the data source for the data store.
[en] 3. Add an additional data source as a row to create a union.
[en] a. Click the Edit icon next to the second source to view the column mapping section.
[en] b. Try to change the mapping of one column to another column of the same data type.
[en] The result is the column mapping does not update.
[en] TS002342942 — Cannot click inside a column name to rename it
[en] Fixed: Resolved an issue where, when editing a Presenter report or data store, the user cannot click inside a column name to edit it.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, edit a report.
[en] 3. Edit a data source.
[en] 4. In the Select columns tab, click a column name.
[en] 5. Try and click in the middle of the text to edit the name.
[en] The result is clicking does not move the cursor.
[en] TS002514213 — Cannot delete a source when the same source is added as a union
[en] Fixed: Resolved an issue where, when creating a data store and adding the same data source twice to create a union, you cannot remove one source without removing the other source.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a data store.
[en] a. Add a table as the data source for the data store.
[en] 3. Add an additional data source as a row to create a union.
[en] a. Click the Edit icon next to the second source to view the column mapping section.
[en] b. Try to delete one of the sources in the union.
[en] The result is both sources are deleted when only one should be deleted.
[en] TS002414527 — Index Rebuild on a calculation table gets stuck
[en] Fixed: Resolved an issue where index rebuild (option: rebuild) jobs get stuck at 50% when run on calculations that do not have a date partition.
[en] Reproduction Steps
[en] 1. Add a calculation.
[en] a. Do not add a date partition.
[en] 2. In Scheduler, add a new task to a process folder.
[en] a. From the Type drop-down menu, select Index Rebuild and choose the Rebuild option.
[en] 3. Run the task.
[en] The result is the task gets stuck at 50% when it should complete successfully.
[en] TS002112401 — Index Rebuild process does not log correctly in Activity Log
[en] Fixed: Resolved an issue where, when viewing the Activity Log for index rebuild processes, there are no details.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Scheduler task.
[en] a. From the Type drop-down menu, select Index Rebuild.
[en] 3. Select the task and click Run.
[en] 4. Go to the Activity Log and look at the log for the Index Rebuild.
[en] The result is there are no details in the Activity Log for the Index Rebuild task.
[en] 61073 — Invalid date when viewing tenant log
[en] Fixed: Resolved an issue where "Invalid date" displays when viewing the tenant log if using Internet Explorer 11 as the web browser.
[en] Reproduction Steps
[en] 1. Using Internet Explorer 11 as the web browser, log in to the admin client.
[en] 2. Click the model name > View Tenant Log.
[en] The result is the Date / Time column shows "Invalid date".
[en] 60994 — Saved imports and saved publications ordering
[en] Fixed: Resolved an issue where the list of saved imports and saved publications is sorted alphabetically by lowercase and then alphabetically by uppercase (i.e. a-z and then A-Z). The list is now sorted alphabetically regardless of case.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > Manage > Saved Imports.
[en] The result is the list is sorted alphabetically, first by lowercase and then by uppercase when it should be sorted alphabetically regardless of case.
[en] 64304 — SC#TS003223355 - Quicken Loans: Cannot access a closed Stream
[en] Fixed: N/A
[en] N/A
[en] TS002519389 — Date display does not work in the tenant log when using Internet Explorer
[en] Fixed: Resolved an issue where "Invalid date" displays when viewing the tenant log if using Internet Explorer 11 as the web browser.
[en] Reproduction Steps
[en] 1. Using Internet Explorer 11 as the web browser, log in to the admin client.
[en] 2. Click the model name > View Tenant Log.
[en] The result is the Date / Time column shows "Invalid date".
[en] TS002574405 — Home page search display issue
[en] Fixed: Resolved an issue where, when searching on the admin home page, users cannot scroll down to view all results.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In the search bar, search for something that will generate a lot of results (for example, "payee").
[en] The result is the user cannot scroll down to view the entire list.
[en] TS002519347 — Cannot scroll on Home page search results
[en] Fixed: Resolved an issue where, when searching on the admin home page, users cannot scroll down to view all results.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In the search bar, search for something that will generate a lot of results (for example, "payee").
[en] The result is the user cannot scroll down to view the entire list.
[en] TS002550058 — "File does not exist" error message when importing from a Microsoft Excel file and no worksheet is selected
[en] Fixed: Resolved an issue where, when importing from a Microsoft Excel file, if a worksheet is not selected, the error message is, "File does not exist." The error message is now, "Invalid worksheet selected."
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Import data from a Microsoft Excel file with at least 2 worksheets.
[en] a. Do not select a worksheet to import.
[en] b. Try to click Next.
[en] The result is the user cannot proceed in the wizard. The error message is, "File does not exist" when it should be "Invalid worksheet selected."
[en] TS002330308 — Audit log details unclear when import fails due to escape character
[en] Fixed: Improved error message details for failed imports caused by escape characters.
[en] Previously, the error message was, "The data being inserted exceeds the maximum allowable character limit." Now, the error message is, "The data being inserted exceeds the maximum allowable character limit. The data contains line breaks. If this is unintended, check the data for erroneous escape characters."
[en] N/A
[en] TS002424922 — Scheduling import failing but error message says it was canceled by user in audit log
[en] Fixed: Resolved an issue where the error message for scheduled imports that do not complete due to invalid values in the file is, "Import was cancelled" when it should be "Import has failed".
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a table.
[en] 3. Create a file for import that contains invalid values (for example, text in a numeric column).
[en] 4. Add a Scheduler task to import the file to the table created in step 2.
[en] 5. Run the Scheduler task.
[en] The result is the import fails with the error message, "Task was cancelled" when the message should be "Import has failed due to invalid records".
[en] 61869 — Change database import timeout field behaviour
[en] Fixed: Resolved an issue where, when editing a saved ODBC import, changing the query timeout causes the cursor to move into the SQL query text box.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Import data from a database file.
[en] a. Select the Save this import as check box and name the import.
[en] 3. Go to Admin > Manage > Saved Imports.
[en] 4. Hover over the saved import and click the ellipses > Edit > Config,
[en] 5. Type a new value in the Query Timeout field.
[en] The result is the mouse moves into the SQL query text box when a new character is added to the Query Timeout field.
[en] TS002207889 — Import preview and mapping misleading when using the import escape character in the file
[en] Fixed: Resolved an issue where when using a file containing the import escape character to set up an import, the import escape character is ignored in the wizard making it appear the import will not work. When you run the import, the import escape character works as expected.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a table.
[en] a. Click Add a column to add another field to the table.
[en] 3. Change the import escape character.
[en] a. On the General tab, in the Import Escape Character field, type the import escape character in your files (for example, ").
[en] 4. Import data from a file that uses the same import escape character you saved in step 3a.
[en] a. From the Columns drop-down lists, select the columns in the import file that match the table columns.
[en] The result is the preview ignores the import escape character, making it appear the data will not import correctly.
[en] b. Select 'Run this import now.'
[en] The result is the import runs successfully.
[en] TS002374120 — Can't scroll down to all fields when mapping imports
[en] Fixed: Resolved an issue where, when mapping columns in an import for which there are a lot of columns, users cannot scroll down to view all fields.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a table.
[en] 3. Select the table and import data from a file with a lot of columns.
[en] a. From the Columns drop-down lists, select the columns in the import file that match the table columns.
[en] The result is the user is unable to scroll down when matching columns.
[en] TS002339671 — No date example available on imports from Microsoft Excel files when 'The first record is a header' is selected
[en] Fixed: Resolved an issue where when 'The first record is a header' is selected in the import from Microsoft Excel file wizard, there is no example in the date format preview.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Import data from a Microsoft Excel file that contains a date field.
[en] a. Select the 'The first record is a header' checkbox.
[en] b. From the Columns drop-down lists, select the date column in the import file.
[en] The result is there is no example date in the date format preview.
[en] TS002188528 — Saved login credentials in Chrome populates fields in Portal Access
[en] Fixed: Resolved an issue where when using Google Chrome as the web browser, the user's saved login credentials also populate fields in Portal Access.
[en] Reproduction Steps
[en] 1. Using Google Chrome as the web browser, log in to the admin client.
[en] 2. Go to Portal Access > Groups > Manage Web Access.
[en] 3. Select a user and click Change Password.
[en] The result is the password fills in with the user's saved password and the search bar outside of the wizard fills in with the saved username.
[en] TS001912694 — Message for Presenter report migration error is unclear
[en] Fixed: Resolved an issue where the error message when Presenter reports fail to migrate is unclear.
[en] Now, the error message shows why the migration failed for each invalid report.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Perform a migration.
[en] The result is an error occurs due to some Presenter reports being invalid but it is unclear why they are invalid.
[en] TS001113752 — Task Manager Portal Access group migration does not work as expected
[en] Fixed: Resolved an issue where performing a migration on a Portal Access group does not work correctly.
[en] Reproduction Steps
[en] You need access to 2 models. The first model is referred to as the source model. The second model is referred to as the target model.
[en] 1. In the source model, add a Portal Access group.
[en] a. Select the Maintain this group in Task Manager check box.
[en] b. On the Restrictions tab, add a restriction so that Payee.Termination_Date is empty.
[en] 2. Create a Portal Access tree and add the group created in step 1.
[en] 3. In Task Manager, confirm that a new group and a new rule were added.
[en] 4. In the target model, perform a migration.
[en] a. Select the Portal Access tree created in step 2 as the object to migrate.
[en] 5. In Portal Access, confirm that the group and tree were migrated.
[en] 6. In Task Manager, confirm that the group and rule were migrated.
[en] a. Click Edit and confirm that it has the restriction that Payee.Termination_Date is empty.
[en] The result is the migration is successful. This works as expected.
[en] 7. In the source model, go to Task Manager > Groups and edit the group created in step 1.
[en] a. Under the Restrictions tab, add a restriction so that Payee.Date_of_Hire is not empty.
[en] 8. In the target model, perform a migration.
[en] a. Select the Portal Access tree created in step 2 as the object to migrate.
[en] b. Select the Replace Conflicts check box.
[en] 9. In Task Manager, edit the migrated group. Note that it only has one restriction: Payee.Termination_Date is empty.
[en] The result is the migration is not successful. The changes to the source model's group definition should migrate to the target model.
[en] 10. In the target model, in Task Manager, delete the rule and group.
[en] 11. Perform a migration.
[en] a. Select the Portal Access tree created in step 2 as the object to migrate.
[en] b. Select the Replace Conflicts check box.
[en] 12. In Task Manager, edit the migrated group. Note that it only has one restriction: Payee.Termination_Date is empty.
[en] The result is the migration is not successful. A copy of the source model's group definition and rule should migrate to the target model.
[en] TS002323429 — No log out button on Varicent ICM Mobile.
[en] Fixed: Resolved an issue where the log out button does not appear in Varicent ICM Mobile.
[en] Reproduction Steps
[en] 1. Log in to Varicent ICM Mobile.
[en] 2. Try to log out.
[en] The result is the log out button does not appear.
[en] TS002337111 — Decimal places are not displayed in Editable Source input row
[en] Fixed: Resolved an issue where, when using data grids and setting the number of decimal places to more than 2, viewing the report in Payee Web shows 2 decimal places instead of the number set in Presenter.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a table.
[en] a. Include at least one numeric column.
[en] 3. In Composer, add a Presenter Report.
[en] 4. Add a constant value to the report that includes more than 2 decimal places.
[en] 5. Add a data source.
[en] a. On the Select columns tab, drag the columns from the table created in step 2 into the Edit columns pane.
[en] 6. Drag the source onto the layout to create a data grid.
[en] 7. Format the data grid.
[en] a. Select the numeric column and in the Decimal Places field, set the number of decimal places to more than 2.
[en] 8. In Portal Access, set up access to the report.
[en] 9. Log in to Payee Web and go to the report.
[en] The result is the input row value shows only 2 decimal places.
[en] TS002495180 — Dates in data grids are in mm/dd/yyyy format when browser uses a location which has a different date format
[en] Fixed: Resolved an issue where dates in data grids are displayed in mm/dd/yyyy format even when the web browser is set to a location which has a date format of dd/mm/yyyy.
[en] Reproduction Steps
[en] 1. Using a web browser with the language set to a location where the date format is dd/mm/yyyy (for example, English - Australia).
[en] 2. Log in to Payee Web.
[en] 3. Go to a report with a data grid that has a date column.
[en] The result is the dates are in mm/dd/yyyy format when they should be in dd/mm/yyyy format.
[en] TS002464327 — Unable to clear the filters in Payee Web
[en] Fixed: Resolved an issue where after selecting a filter to view a report, the filters cannot be cleared.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a report that uses a pick list to bring up a data grid.
[en] 3. Select the values and click Submit.
[en] 4. Try to apply the original values to the pick list and click Submit.
[en] The result is the values from step 3 remain when it should reset to the original view.
[en] TS002427052 — Firefox browser does not save Payee Web login credentials
[en] Fixed: Resolved an issue where when logging in to Payee Web there is no prompt to save the user's login credentials if using Firefox as the web browser.
[en] Reproduction Steps
[en] 1. Using Firefox as the web browser, log in to Payee Web.
[en] The result is the prompt to save the user's log in credentials does not appear.
[en] 61179 — Payee Web pages move up when users scroll down and click anywhere in the report
[en] Fixed: Resolved an issue where, when viewing a report and scrolling down, moving the mouse or clicking on the report causes the view to move up.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a report.
[en] 3. Scroll down or resize the screen until a scroll bar appears and then scroll down.
[en] 4. Move the mouse or click anywhere in the report.
[en] The result is the report moves up when it should remain where it is.
[en] TS002828886 — Cannot start workflow if report has parameters
[en] Fixed: Resolved an issue where you cannot start a workflow if there are parameters in an associated Presenter report.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a workflow.
[en] a. Select 'User initiated workflow'.
[en] b. On the Choose Report tab, select a Presenter report that uses parameters and select a web user as a Constant value.
[en] 3. Add a process node to the form imitator swimlane.
[en] 4. Add an action node to the form imitator swimlane.
[en] 5. Connect all nodes.
[en] 6. Start the workflow.
[en] 7. Log in to Payee Web as the web user selected as the value in step 2b.
[en] 8. Go to the report selected in step 2b.
[en] 9. Start the workflow.
[en] The result is an error occurs with the message, "A value needs to be entered for parameter..."
[en] TS002342746 — Selected row moves randomly when web tab groups are moved in Portal Access
[en] Fixed: Resolved an issue where, in Portal Access, when web tab groups are collapsed and a group is moved, the selected row moves to a different group.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Portal Access > Web Tabs, click the Collapse all button.
[en] 3. Select a web tab group.
[en] 4. Select Move item up.
[en] The result is the selection moves when the group selected in step 3 should remain selected.
[en] 60692 — Search does not work as expected in Portal Access > Group > Manage Web Access
[en] Fixed: Resolved an issue where, when adding a filter to a column, it only returns results for text starting with the search query when it should include results for text containing the search query.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Go to Portal Access > Groups.
[en] 3. Add a group.
[en] 4. Click Manage Web Access.
[en] 5. Filter on the name column.
[en] a. Start typing the last name of one of the payees.
[en] The result is no results are returned because the query only returns results that match exactly when it should return results for any text containing that query.
[en] TS002342823 — Aggregate formula buttons insert the character at the end of the formula
[en] Fixed: Resolved an issue where, when adding a function to a Presenter report computed column, the function is appended to the end of the formula box regardless of where the cursor is placed.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a data source.
[en] 4. Add a computed column.
[en] a. Add a source to the formula field.
[en] b. Place your cursor at the beginning of the first source.
[en] c. Select a function from the Add a function menu.
[en] The result is the function is appended to the end of the formula when it should appear where the cursor is placed.
[en] TS002446998 — Dimension options in Presenter reports not translated
[en] Fixed: Resolved an issue where when editing a Presenter report, the option to change the layout table's height and width are not translated.
[en] Reproduction Steps
[en] 1. Using a web browser with the language set to a language other than English, log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Edit the Presenter report.
[en] 4. Select the layout > Layout Dimensions.
[en] The result is the Row Height and Column Width section is still in English when it should be translated to the language set by the web browser.
[en] TS002327324 — Wrong cursor when hovering over column data on Presenter reports
[en] Fixed: Resolved an issue where the cursor appears as a finger pointer, indicating a hyperlink, even when it should display as an arrow pointer.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a report that has a pick list control.
[en] 3. Fill in the parameters and click Submit.
[en] 4. Hover over the report.
[en] The result is the cursor is always a pointer, which indicates a hyperlink, when it should be the default arrow when not hovering over a hyperlink.
[en] TS002074208 — The download as a PDF file option is not available when accessing a linked-through report
[en] Fixed: Resolved an issue where, after clicking a link from one report to another, the 'Download as a PDF file' option is not available for the child report.
[en] Reproduction Steps
[en] 1. Create 2 Presenter reports. They will be referred to as 'Parent' and 'Child.'
[en] 2. From the child report, add some content and save the report.
[en] 3. From the parent report, go to Displays > Basics and drag a Text object into the cell.
[en] 4. Click the cell and go to Text > Link and add a link to the child report.
[en] 5. From Portal Access, add a web tab for the parent report only.
[en] 6. Set up assignment for both reports for the user account you will use to log in to Payee Web.
[en] 7. Log in to Payee Web Version.
[en] 8. Go to the parent report. Note the 'Download as a PDF file' option in the menu bar.
[en] 9. Click the link to go to the child report.
[en] The result is the 'Download as a PDF file' option is not available.
[en] TS002804704 — Payee Web pages move up
[en] Fixed: Resolved an issue where, when viewing a report and scrolling down, moving the mouse or clicking on the report causes the view to move up.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a report.
[en] 3. Scroll down or resize the screen until a scroll bar appears and then scroll down.
[en] 4. Move the mouse or click anywhere in the report.
[en] The result is the report moves up when it should remain where it is.
[en] TS002261588 — Multi-series chart does not display with apostrophe in source display name
[en] Fixed: Resolved an issue where including an apostrophe in the source for a multi-series chart to a Presenter report causes the chart to not appear when viewed in Payee Web.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a multi-series chart.
[en] a. In the Display Name field, type a name for the source that has an apostrophe.
[en] 4. In Portal Access, assign access to the report.
[en] 5. Log in to Payee Web and go to the report.
[en] The result is the chart is not displayed.
[en] TS002342823 — Adding a new field in Presenter report aggregate formula field resets the scroll bar to the top position
[en] Fixed: Resolved an issue where dragging and dropping a value to the Presenter aggregate formula field resets the scroll bar to the top of the field regardless of where the value is dropped.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add an aggregate transformation to a Presenter report.
[en] 3. Add a formula long enough so that a scroll bar appears in the formula field.
[en] 4. Scroll down to the bottom of the field.
[en] 5. Drag and drop a value from the data source into the bottom of the formula field.
[en] The result is the scroll bar resets to the top of the formula field when it should remain where the source was dropped.
[en] TS002548093 — Unable to use sort calculation as a stored value in a Presenter report
[en] Fixed: Resolved an issue where when using a sort calculation in a Presenter stored value, an error occurs.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a sort calculation.
[en] 3. Add a Presenter report.
[en] 4. Edit the Presenter report.
[en] 5. Add a stored value using the sort calculation as the source.
[en] The result is an error occurs.
[en] TS002342778 — Cannot change the name of a source when adding a computed column in Presenter
[en] Fixed: Resolved an issue where when adding a computed column in Presenter, the name of the source cannot be edited.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a data source.
[en] 4. Add a computed column.
[en] a. In the New Source Name field, try to edit the name.
[en] The result is the name of the new source cannot be edited.
[en] TS002281035, TS002371554 — Blank screen appears when editing a pick list filter.
[en] Fixed: Resolved an issue where editing a pick list filter in a row form source causes a blank page to appear.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a row form source.
[en] 4. Add a data grid with an input row form.
[en] a. Add a filter to the pick list columns.
[en] 5. Edit the data grid.
[en] a. Go to Add a Pick List Filter.
[en] b. Select the filter and click Edit.
[en] The result is a blank page appears.
[en] TS002199303 — Internal error when previewing a Presenter report
[en] Fixed: Resolved an issue where when previewing a Presenter report, an error occurs with the message, "Object reference not set to an instance of an object".
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Edit a Presenter report.
[en] 3. Add a stored value.
[en] 4. Add a row form source using the stored value from step 3.
[en] 5. Drag the source into the report layout.
[en] 6. Click Preview.
[en] The result is an error occurs.
[en] 61678 — Clear Salesforce credentials
[en] Fixed: Introduced new option to easily remove Salesforce credentials from a model. Scheduled tasks that publish to or import from Salesforce will fail after you clear credentials until you add them again.
[en] See: Clearing Salesforce credentials (Publisher and Data imports)
[en] N/A
[en] 61570 — Search when filtering does not work as expected in Row Viewer
[en] Fixed: Resolved an issue where, when adding a filter to a column, it only returns results for text starting with the search query when it should include results for text containing the search query.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. View a table (for example, the Payee table).
[en] 3. Filter on a column (for example, name).
[en] 4. Use the search bar to type a value that appears in the middle (for example, a payee's last name).
[en] The result is no results are returned because the query only returns results that match exactly when it should return results for any text containing that query.
[en] TS002548819 — Input form aliases are not displayed when adding a new row
[en] Fixed: Resolved an issue where, when adding rows using an input form where columns have aliases, the alias is displayed in the column header but not in the editor.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a structural table.
[en] 3. Select the table > Show More > Input Forms > Add Input Form.
[en] a. Rename the column.
[en] 4. Select the table > View Data and select the input form.
[en] 5. Note the name of the column is the name you typed in step 3a.
[en] 6. Add a row.
[en] The result is the name displayed in the row editor is the original name when it should be the alias.
[en] 60346 — Error when editing a pick list column in input row form
[en] Fixed: Resolved an issue where an error occurs when editing a pick list column in an input row form in an effective-dated table.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, select an effective-dated table > Show More > Input Forms > Add Input Form.
[en] a. Add at least one column that uses currency as the value.
[en] 3. Select the table > View Data and select the input form created in step 2.
[en] 4. Edit the value in the currency column.
[en] The result is an error occurs.
[en] TS002309364 — Row viewer data submitted when moving cursor outside of editable fields
[en] Fixed: Resolved an issue where when editing data in a table by using row viewer if data is highlighted in an editable field and the cursor is moved outside of the field before releasing the mouse button, the editable field is closed.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Select a table > View Data.
[en] 3. Double-click a value to edit it.
[en] 4. Highlight the value in an editable field and release the mouse outside of the editable field.
[en] The result is the editable field closes.
[en] TS002576056 — Loading some Scheduler tasks is slow, leading to timeouts
[en] Fixed: Resolved an issue where running a Scheduler process with a lot of tasks can time out.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Run a Scheduler process folder with a lot of tasks (more than 100).
[en] The result is the process takes a long time to complete and eventually times out.
[en] TS002441935 — Scheduled task did not run
[en] Fixed: Resolved an issue where, when many tasks are scheduled to run at the same time, some tasks may not run.
[en] N/A
[en] TS002288425 — Skip for next run does not work when manually running a folder in Scheduler
[en] Fixed: Resolved an issue where the 'Skip for next run' option does not work on sub-folders when the top level folder is run manually in Scheduler.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Scheduler, add a process folder.
[en] 3. Add two sub-folders.
[en] 4. For each sub-folder, add a task.
[en] a. For one of the folders, select the 'Skip for next run' option.
[en] 5. Select the top-level process folder and click Run.
[en] The result is the folder that should skip still runs.
[en] TS002416413 — Unable to tell if Index Rebuild is a reorganize or a rebuild
[en] Fixed: Resolved an issue where audit log does not indicate if an Index Rebuild task uses the reorganize or rebuild option. Now, there is a tooltip in the audit log that shows the type of index rebuild.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Run an index rebuild (option: rebuild).
[en] 3. Run an index rebuild (option: reorganize).
[en] 4. Go to the audit log and look at the entries for the index rebuild jobs.
[en] The result is there is no indication which index rebuild used the rebuild option and which used the reorganize option.
[en] TS002454687, TS002459031 — Scheduler job canceling
[en] Fixed: Resolved an issue where the error message for scheduled imports that do not complete due to invalid values in the file is, "Import was cancelled" when it should be "Import has failed".
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a table.
[en] 3. Create a file for import that contains invalid values (for example, text in a numeric column).
[en] 4. Add a Scheduler task to import the file to the table created in step 2.
[en] 5. Run the Scheduler task.
[en] The result is the import fails with the error message, "Task was cancelled" when the message should be "Import has failed due to invalid records".
[en] TS002097181 — Generic error message when errors occur due to invalid email address in a workflow
[en] Fixed: Improved error message when errors occur due to invalid email addresses in Scheduler, Task Manager, or a workflow.
[en] N/A
[en] TS002444123 — Permissions error showing when permissions are granted.
[en] Fixed: Resolved an issue where users receive an error message if they go to an area they have permissions for immediately after accessing an area they do not have permissions for.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. Add a role. Grant them these permissions: Calculate - View, Composer - View, Workflow Manager - all permissions.
[en] 3. Add a user and assign them to the new role.
[en] 4. Log in as the user and go to Composer > Calculate.
[en] 5. Close the permission error that appears.
[en] 6. Go to Workflow Manager.
[en] The result is another permission error appears even though the user has permission for that area.
[en] TS002684346 — Presenter report row updates take longer than expected
[en] Fixed: Improved performance when updating rows from a Presenter report.
[en] N/A
[en] TS002339197 — Inquiry attachment label appears in English when the web browser is set to French
[en] Fixed: Resolved an issue where the attachment label for Inquiries appears in English even when the web browser language is set to French.
[en] N/A
[en] TS002833803 — Presenter reports that use CurrentRow as a parameter and a column name alias cause an internal error
[en] Fixed: Resolved an issue where clicking a link from one report to another causes an internal error if the report uses the CurrentRow parameter and alias column names.
[en] Reproduction Steps
[en] 1. Log in to Payee Web Classic.
[en] 2. Go to a report that uses CurrentRow as a parameter and alias column names.
[en] 3. Click a link in the report that goes to another report.
[en] The result is an internal error occurs.
[en] TS002680095, TS002316686, TS002279367 — Payee Web redirects to native login page upon timeout on Salesforce web tab
[en] Fixed: Resolved an issue where, when Payee Web is accessed via a salesforce tab, if a user clicks on the page after 15 minutes of inactivity, they are redirected to the native login screen when they should be redirected to a blank page instead.
[en] Reproduction Steps
[en] 1. Log in to Salesforce and go to the Payee Web tab.
[en] 2. Wait 15 minutes for the session to expire and then click anywhere.
[en] The result is the page redirects to the native Payee Web login page when it should redirect to a blank page.
[en] TS002083994, TS002686069 — Wildcard search source not working correctly with parameter passed from another report
[en] Fixed: Resolved an issue where wildcard search does not work correctly when using a parameter passed through from another report.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Composer, add two Presenter reports.
[en] 3. Edit the first Presenter report and add a report parameter link to the second Presenter report.
[en] 4. In the second report, add a text control and enable wild card search.
[en] a. Select the Enable Wild Card Search check box.
[en] b. Select the data source that contains the values from the first report.
[en] c. Select the column of the data source that contains the values that you want to search for in the text control.
[en] 5. In Portal Access, assign access to both reports.
[en] 6. Log in to Payee Web and go to the first report.
[en] 7. Click the link to the second report.
[en] 8. Use the text control to perform a wild card search.
[en] The result is no results are shown because the parameter is restricting all values when it should restrict the values from the first report only.
[en] TS002246594 — Web form does not load if set as landing page
[en] Fixed: Resolved an issue where if a web form is the Payee Web landing page, the page does not load.
[en] Reproduction Steps
[en] 1. Log in to the admin client.
[en] 2. In Portal Access > Web Tabs, assign a web form as the landing page in Payee Web.
[en] 3. Log in to Payee Web.
[en] The result is the page does not load.
[en] TS002246594 — Web form does not load when navigating from another web form
[en] Fixed: Resolved an issue where, when navigating between web forms, the second web form does not load.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a web form.
[en] 3. Go to another web form.
[en] The result is the second web form does not load.
[en] TS002246594 — Wrong web form displayed on Payee Web
[en] Fixed: Resolved an issue where the wrong web form displays when navigating between web forms and Presenter reports.
[en] Reproduction Steps
[en] 1. Log in to Payee Web.
[en] 2. Go to a web form.
[en] 3. Go to a Presenter report.
[en] 4. Go to the same web form from step 2.
[en] 5. Go to a different web form.
[en] The result is the web form from step 2 and step 4 is still displayed when the web form from step 5 should be displayed.