[en] Fixes
[en] TS002971081 — Live Activities entry for index rebuild does not include name of the table
[en] Fixed: entries for index rebuilds on the Live Activities page do not include the table or calculation. Now, the activity entry includes the name of the table or calculation.
[en] 1. Log in to the admin client.
[en] 2. In Scheduler, add an Index Rebuild task.
[en] 3. Select the task > Run.
[en] 4. In Live Activities, look at the entry for the index rebuild.
[en] Result: the table or calculation name is not included in the entry.
[en] TS002810118 — Import escape character field accepts more than 1 character
[en] Fixed: strings longer than 1 character can be entered in the the import escape character field.
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > More Options > General.
[en] 3. In the Import Escape Character field, enter more than 1 character.
[en] Result: users are able to enter up to 100 character strings when users should only be able to enter 1 character. If you try to save a string longer than 1 character, an error occurs.
[en] TS002708987 — Payees locked out despite lockout option not being selected
[en] Fixed: when users enter an incorrect password, they can become locked out even though the "Lockout user after [x] failed log on attempts" option is not selected.
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > More Options > Web.
[en] 3. Set the number of attempts on the "Lockout user after [x] failed attempts" option to 1.
[en] 4. Clear the "Lockout user after [x] failed attempts" checkbox.
[en] 5. Log in to Payee Web and try to log in with an incorrect password.
[en] Result: user is locked out when they should not be because the lockout option is not selected.
[en] TS003121798, TS003042583 — Disabling a Scheduler Task does not get recorded in the Audit Log
[en] Fixed: when disabling or enabling a scheduler task, there is no record in the Audit Log. Now, an audit log entry is recorded if a task is disabled or enabled, or when 'Skip for next run' is selected for that task.
[en] 1. From Scheduler, disable a task.
[en] 2. Enable the same task.
[en] 3. Check the audit log.
[en] Result: no entry recorded for disabling or enabling the task.
[en] TS003300510 — Error when viewing performance log details
[en] Fixed: when clicking the batch ID to view the computation chart for a calculation that was deleted, an error occurs with the error message, "The given key was not present in the dictionary." Now, the error message says, "This calculation is no longer available."
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > Performance and click the batch ID of a deleted calculation.
[en] Result: error occurs. The error message is, "The given key was not present in the dictionary."
[en] 60371 — Stop sync of TQM and source files
[en] Fixed: Varicent ICM no longer syncs tables from Territory Quota Management (TQM) and Producer Lifecycle and Credential Management (PLCM).
[en] N/A
[en] TS003004059 — ABS function is removed when formatting formula
[en] Fixed: when formatting formulas, AND and OR statements are truncated to two arguments, causing some functions to be removed after formatting. Now, AND and OR statements support any number of arguments.
[en] N/A
[en] TS002884195 — Cannot copy records from table data previews and outbound connection previews and view current data
[en] Fixed: cannot copy data from the data tray for Tables, and cannot copy data from the data tray or "View Current Values" for outbound connections.
[en] 1. Log in to the admin client.
[en] 2. In Composer, select a table and click the "View Data" icon in the toolbar.
[en] 3. From the data tray, select a row and click the Copy icon.
[en] Result: the data is not copied.
[en] 4. Select an outbound connection and click the "View Data" icon in the toolbar.
[en] 5. From the data tray, select a row and click the Copy icon.
[en] Result: the data is not copied.
[en] 6. With the same outbound connection selected, click "View Current Values" from the more options menu.
[en] 7. Select a row and Ctrl + c to copy it.
[en] 8. In a word processor, try to paste the row.
[en] Result: you cannot paste the data into the word processor because it was not copied.
[en] TS002478769 — Error code says "see details" but the details do not link anywhere
[en] Fixed: when trying to edit date partitions for a calculation, if the date partitions are used by a Presenter report, an error occurs. The error message says, "see details" but there is no link to view details. Now, the error message shows which Presenter reports are using the date partition.
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a table.
[en] a. Click Add a column to add 3 fields to the table: a primary key field; a date field; and a numeric field.
[en] 3. Add a user-defined calculation.
[en] a. On the Data Sources tab, select the table added in step 2.
[en] b. On the Display Columns tab, partition all rows.
[en] c. On the Formulas tab, add this formula: SUM(Value).
[en] 4. Add a Presenter report.
[en] 5. Add a data source.
[en] a. Select the calculation added in step 3.
[en] b. In the Select columns tab, add the value column and the date partitions.
[en] 6. Save the report.
[en] 7. Select the calculation > Edit and remove the date partitions.
[en] Result: error occurs. The error message is, "Some web reports depend on the calendar used by this calculation, the calendar cannot be changed. See details for the affected web reports."
[en] 63659 — Input form filter problem when data contains an ampersand (&)
[en] Fixed: when switching between input forms after filtering data containing an ampersand, the filter replaces the ampersand with a slash (/).
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a table.
[en] a. Make the primary key column a text column.
[en] b. Click Add a column to add another text column.
[en] 3. Add at least 2 rows of data to the table, with both columns containing an ampersand.
[en] 4. Add an input form.
[en] a. Click the Options icon to add a tab in the input form based on a reference column in the table, select the Tab checkbox, click the Edit icon, and type a name for the tab.
[en] b. Leave the Jump to checkbox selected to enable the Jump To feature for reference columns.
[en] 5. Add another input form, also selecting the Tab and Jump To options.
[en] 6. Add a process list.
[en] 7. Add a task to the process list.
[en] a. Click Add to add a shortcut to one of the input forms.
[en] 8. From the process list, click the shortcut to the input form. Apply a filter to the first column to filter "contains &".
[en] 9. Go to the other input form.
[en] Result: no data is displayed because the ampersand now appears as a slash.
[en] TS003055631 — Cannot scroll in input form restriction tab
[en] Fixed: cannot scroll when trying to add columns in the input form restriction tab.
[en] 1. Log in to the admin client.
[en] 2. In Composer, select a table > Show More > Input Forms > Add Input Form.
[en] 3. In the Restrictions tab, expand the data source and try to scroll down to view all the columns.
[en] Result: cannot scroll down.
[en] TS002836472 — Calculation description does not display on a separate line when using Chrome as the web browser
[en] Fixed: if using Chrome as the web browser, the calculation description appears on the same line as the calculation title.
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a calculation.
[en] a. Add a name for the calculation.
[en] b. Add a description for the calculation.
[en] 3. Hover over the calculation you created.
[en] Result: the description appears on the same line as the title when the description should appear on a separate line.
[en] TS003240253 — Process list task shrinks the name of input form links
[en] Fixed: if a Process List has a task that links to an input form, the form name gets shortened if the name contains a space and contains more than 2 words in the name. Now, the shortcut always displays the full name of the input form.
[en] 1. Log in to the admin client.
[en] 2. From Composer, add an input form to any table.
[en] a. Name the input form, ensuring there is a space in the name and the name contains more than 2 words (for example, name it "test test test").
[en] 3. From Process Lists, add a task to an existing process list.
[en] a. Click Add to search for the input form added in step 2.
[en] 4. Click the Edit icon to edit the task.
[en] Result: the shortcut name gets shrunk to "test.test" when it should display the full name of the input form.
[en] TS002899991, TS003038429, TS003038431, TS003149843 — "The given key was not present in the dictionary" error occurs when clicking batch ID to view computation chart for a deleted calculation
[en] Fixed: when clicking the batch ID to view the computation chart for a calculation that was deleted, an error occurs with the error message, "The given key was not present in the dictionary." Now, the error message says, "This calculation is no longer available."
[en] 1. Log in to the admin client.
[en] 2. Go to Admin > Performance and click the batch ID of a deleted calculation.
[en] Result: error occurs. The error message is, "The given key was not present in the dictionary."
[en] TS002977541 — Fatal error 4014 when importing
[en] Fixed: when running a saved import, a fatal error 4014 occurs.
[en] N/A
[en] 00189653 — Effective date columns do not auto-match in import wizard with French-language browser
[en] Fixed: when using the import wizard with the web browser language set to French, auto-matching columns does not work for effective_start and effective_end columns, even when the name of the source table columns are in English.
[en] 1. In Composer, add an effective-dated table. Add some data to it.
[en] 2. With the web browser language set to English, export the table into a Microsoft Excel file.
[en] 3. With the web browser language set to French, log back into the admin client.
[en] 4. Import the Microsoft Excel file into the table added in step 1.
[en] 5. Use auto-match to match the columns.
[en] Results: Effective start and effective end columns do not auto-match.
[en] 00188584 — Cannot import .xslx file from local machine
[en] Fixed: cannot import Microsoft Excel file from a local machine.
[en] From Composer, import data into a table > Select 'Import data from external source.' > Select Microsoft Excel and click Next.
[en] Result: Error occurs. The error message is, "An error occurred while reading the Excel file. Please verify that the file is in the proper format and try again."
[en] TS002968453 — Component migration failing with unspecified error
[en] Fixed: migrating components fail. The error message is, "The migration to model [model name] failed with an unspecified error."
[en] To perform these steps, you will need access to 2 models: a source model and a target model.
[en] 1. In the source model, log in to the admin client.
[en] 2. Perform a migration.
[en] a. Select a component as the object to migrate.
[en] b. Click Select dependencies.
[en] c. Click Replace Conflicts.
[en] Result: error occurs.
[en] TS003111246 — Unable to change user role through model options
[en] Fixed: cannot change user role in Model Options.
[en] 1. Log in to the admin client.
[en] 2. Go to model options and select a model.
[en] 3. Edit a user and change their user role.
[en] Result: a spinner appears but the change never saves.
[en] TS003383187 — Role change from Model Options spins indefinitely
[en] Fixed: when changing a user's role through the Model Options page, the window does not close automatically, and the loading circle spins indefinitely, making it appear as if the change did not save. Upon refreshing the page, you can see the changes were saved. To fix this issue, when editing a user role, updates to each field are now saved separately.
[en] N/A
[en] 64363 — Model Option > Edit user SAML2.0 integration Name ID value don't show after update
[en] Fixed: when editing a user's SAML2.0 integration ID through the Model Options page, the window does not close automatically, and the loading circle spins indefinitely, making it appear as if the change did not save. Upon refreshing the page, you can see the changes were saved. To fix this issue, when making edits to a user, updates to each field are now saved separately.
[en] N/A
[en] TS003246887 — Add and delete users does not work as expected
[en] Fixed: When permission is granted for a user to add or delete users in a model, the user is unable to perform these tasks regardless of the role assigned. This issue occurs only if these permissions are granted to a role other than an administrative role. To improve visibility into this issue, added new validation and warning message. For security, users must still have the highest level of permission in a model (administrative) to add or delete users. When trying to give a user add or delete permission, users get a warning message informing them that a user cannot add or remove users unless their role is set to administrator. If that user then logs in and tries to add or remove a user, they will get a notification that they do not have sufficient permission to perform this task.
[en] N/A
[en] 62104 — Presenter data grids show/hide columns are cut off when there are many columns
[en] Fixed: show/hide columns toggle for Presenter report data grids are cut off at the bottom, and cannot be selected.
[en] 1. Log in to the admin client.
[en] 2. Add a Presenter report.
[en] 3. Add a data source to the report with at least 20 columns.
[en] 4. Drag the data source into the layout to add a data grid.
[en] 5. Under Advanced Options, select "Freeze Header Row" and "Enable Show/Hide Columns."
[en] 6. In Portal Access, assign access to the report.
[en] 7. Log in to Payee Web and go to the report.
[en] 8. Try to click the arrow on the data grid to hide or show the columns.
[en] Result: user cannot scroll to toggle show/hide columns.
[en] 61397 — Charts do not display on an iPad iOS10.3.3 on Safari
[en] Fixed: Presenter report charts do not display on iPads (iOS 10.3.3)
[en] 1. Using an iPad with iOS 10.3.3 and Safari as the web browser, log in to Payee Web.
[en] 2. Go to a Presenter report that has charts.
[en] Result: charts do not display.
[en] TS002426965 — Data grid exported to Microsoft Excel is missing its borders
[en] Fixed: when exporting a data grid to Microsoft Excel, there are no table borders in the Excel file.
[en] 1. Log in to Payee Web.
[en] 2. Go to a Presenter report that allows downloading a data grid (the data grid must have borders around it).
[en] 3. From the table, click the more options menu > Download as an .xlsx file.
[en] Result: there are no table borders in the Excel file.
[en] TS002874815 — Bulk PDF file download button incorrectly displayed in Payee Web
[en] Fixed: the "Generate PDF file for all payees" button is displayed even when the report does not contain a pick list for payee ID. This issue does not affect Payee Web Classic.
[en] 1. Log in to Payee Web.
[en] 2. Go to a Presenter report.
[en] 3. Click the "Generate PDF File for All Payees" button.
[en] Result: nothing happens, but the button should not display.
[en] TS002874808 — Tool-tip on batch PDF download button does not match Payee Web Classic
[en] Fixed: on Presenter reports where bulk PDF download is enabled, the tool-tip says "Download as a PDF", which is the same as the single-PDF download. Now, the tool-tip shows "Batch export to PDF."
[en] N/A
[en] TS002426776 — Blues lines appearing on some Presenter reports
[en] Fixed: when viewing some Presenter reports, blue lines appear above some sections.
[en] 1. Log in to Payee Web.
[en] 2. Go to a Presenter report.
[en] Result: some sections of the report have blue lines at the top.
[en] TS002426986 — Download as PDF progress is 0% until download completes
[en] Fixed: when downloading a Presenter report as a PDF file, there is no indication of progress because the progress bar remains at 0% until the download completes.
[en] 1. Log in to Payee Web.
[en] 2. Go to a report that allows download as a PDF file.
[en] 3. Click Download as PDF.
[en] Result: progress bar does not indicate progress. Instead, it remains at 0% until the download completes.
[en] TS002426893 — when columns are unhidden and then the page is exported to a PDF file, the new columns are not displayed in the PDF file
[en] Fixed: when columns are unhidden and then the page is exported to a PDF file, the new columns are not displayed in the PDF file.
[en] 1. Log in to Payee Web.
[en] 2. Go to a report that has show/hide column enabled, with some columns initially hidden, and allows export to a PDF file.
[en] 3. Unhide the columns that were initially hidden.
[en] 4. Click Download as PDF.
[en] Result: the columns that were initially hidden do not appear in the downloaded PDF file, even though they were changed to be visible.
[en] TS002155564 — Freeze Header Row does not work in Payee Web
[en] Fixed: the Freeze Header Row option for data grids does not work when viewed in Payee Web. This issue does not occur in Payee Web Classic.
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a Presenter report.
[en] 3. Add a data source to the report and drag it into the layout to add a data grid (use a data source that has a lot of rows so that you have to scroll down the page to view the entire data grid).
[en] 4. Freeze the data grid header row.
[en] 5. In Portal Access, assign access to the report.
[en] 6. Log in to Payee Web and go to the report.
[en] Result: when scrolling, the header row is not frozen.
[en] TS003182021 — Sorting grids with alternating rows in Payee Web causes inconsistency with color of alternating rows
[en] Fixed: when a data grid with alternating row colors is sorted, the row color becomes inconsistent. This issue does not occur in Payee Web Classic.
[en] N/A
[en] 63873 — Web form modules do not load and duplicates Payee Web header when selected
[en] Fixed: when viewing a web form module in Payee Web, the module does not load and causes the page header to duplicate.
[en] 1. Log in to the admin client.
[en] 2. In Portal Access, add a web tab.
[en] a. In the type menu, select Module.
[en] b. In the Object menu, select a web form.
[en] 3. Assign access to the web tab.
[en] 4. Log in to Payee Web and go to the module.
[en] Result: the module does not load and a duplicate of the Payee Web header appears.
[en] TS002110686, TS002875042 — Download to PDF file performance degradation
[en] Fixed: Downloading a report to PDF file takes much longer in Payee Web when compared to Payee Web Classic.
[en] N/A
[en] 00190180 — Unable to open performance batch that includes a deleted calculation
[en] Fixed: when clicking the batch ID to view the computation chart for a calculation that was deleted, an error occurs with the error message, "The given key was not present in the dictionary." Now, the error message says, "This calculation is no longer available."
[en] N/A
[en] 62059 — The performance computation chart does not show running or incomplete calculations
[en] Fixed: removed the 'running' and 'incomplete' indicators from the chart, as it did not show accurate information.
[en] N/A
[en] TS003388731 — Calculation non-responsive
[en] Fixed: calculation stops responding. This issue occurred only in PPO models.
[en] N/A
[en] 00188613 — Table data not syncing after a Presenter report calculation.
[en] Fixed: a rare issue where table data did not sync correctly on PPO models. This issue occurred when a calculation failed immediately after performing a delta sync, but before syncing table results.
[en] N/A
[en] TS002874998 — Date format is different in Payee Web when compared to Payee Web Classic
[en] Fixed: the date format is not consistent in Payee Web (for example, 1/10/2019 when it should be 01/10/2019).
[en] N/A
[en] TS003270482 — Table pick list column with no description shows the ID twice in the editable column when viewed in Payee Web
[en] Fixed: Previously, when no description was set for a pick list column, the editable column showed the ID twice when viewed in Payee Web. For example, a column with an ID of "1" would show as "1 (1)". Now, if you do not select a description when creating the table, you will not see duplicate values in Payee Web. This issue occurred in both Payee Web and Payee Web Classic.
[en] N/A
[en] TS002399851 — Presenter report data source columns disappearing
[en] Fixed: Presenter report loses columns when the data source edit wizard is opened.
[en] 1. Log in to the admin client.
[en] 2. In Composer, select a Presenter report that was created in an earlier version of Varicent ICM > Edit.
[en] 3. From the Sources menu, hover over the name of a source, click the ellipses > Edit > Finish.
[en] Result: some of the columns in the data grid disappear.
[en] TS002971010 — Pick list doesn't fall back to default value when empty value selected
[en] Fixed: Pick list doesn't fall back to default value when empty value selected. Additionally, submitting a blank value from a pick list shows an empty pick list when it should show the assigned parameter.
[en] N/A
[en] TS001950555 — Last run time does not work for folders when the folder is disabled for next run
[en] Fixed: when disabling a process folder for next run, the folder does not run, but the Last Run Time field still includes the timestamp for the skipped run.
[en] 1. Log in to the admin client.
[en] 2. In Scheduler, add a process folder.
[en] 3. Disable the process by editing the schedule and selecting the "Skip for next run" checkbox.
[en] 4. After the scheduled time passes, check the Last Run Time column.
[en] Result: there is a timestamp for the skipped run even though the run was successfully skipped.
[en] TS002605848 — Improve scheduler error messaging
[en] Fixed: improved email notifications and audit logs. Email notifications now go out if a task was skipped. Errors appear in the Audit log.
[en] N/A
[en] TS003101248 — Warning message pops up when scheduling two folders on the same minute
[en] Fixed: the Scheduler conflict warning appears when scheduling two folders on the same minute, but on a different hour. In addition to this fix, the warning message now appears above the menu instead of in a pop-up; the warning shows the name of the folder it conflicts with; and the warning appears for potential conflicts up to 5 minutes before and after the scheduled time.
[en] 1. Log in to the admin client.
[en] 2. From Scheduler, add a process folder.
[en] a. Set a schedule (for example, schedule it for 1501).
[en] 3. Add another process folder.
[en] a. Set the schedule to the same minute as the folder in step 2a, but a different hour (for example, 0201).
[en] Result: the conflict warning appears.
[en] TS002356151 — External tools folders/containers not deleted properly
[en] Fixed: an issue where external tools would fail due to a "Cloud out of disk space error."
[en] N/A
[en] TS002860486 — Links are deleted when editing and saving a web form source
[en] Fixed: links are removed when a web form source is edited and saved.
[en] 1. Log in to the admin client.
[en] 2. In Composer, add a web form.
[en] 3. Add a source.
[en] 4. Select one of the cells and add a link.
[en] 5. Edit the source and save (you do not need to actually make any changes).
[en] 6. Check the link added in step 4.
[en] Result: the link is removed when the source is edited.