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10.1.1.173 - Week of August 19, 2024

Something new this way comes.

Check it out!

Reports

Filter and analyze report data with more flexibility using multi-select pick lists

We're excited to introduce a new object in Presenter Adaptive reports: multi-select pick list. With this object, you can filter all visualizations in the report for a list of selected values. This gives you the ability to control the content across the entire report for more than one value selected at a time. For example, you can display everything in the report for multiple selections of transactions, customers, or territories. This feature contains new conditions to filter records and conditionally hide objects. To find out more about multi-select pick lists, read: Adding a multi-select pick list to a Presenter Adaptive report.

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It's even better now!

We took the time to revamp some of the things you already love.

Accessibility

Accessibility updates

As part of our ongoing focus on accessibility, we have made the following updates for this release:

  • Adjusted input fields for editable cells to feature a more concise description

  • Programmatically defined roles for screen readers in Sales Portal elements

  • Removed unnecessary descriptions from decorative images in Sales Portal reports

  • Added descriptive accessible names to buttons in Sales Portal reports

  • Updated control labeling for clarity where required in Sales Portal

  • In Presenter Adaptive reports, users can now enable an accessibility view for charts. This feature lets readers in Sales Portal toggle between the chart and a text alternative, which converts the chart into a data table for easier information access.

  • Updated the Submit element in Sales Portal to announce its disabled state to screen readers

  • Corrected the heading tag for the Notifications dropdown on Sales Portal

  • Updated the focus order within the Notifications dropdown in Sales Portal for a more logical navigation flow

  • Updated tables in Sales Portal to ensure screen readers accurately announce the number of rows and columns, along with the correct reading sequence

For more detailed information on these updates, see the Accessibility change log.

Data

Loading tables in the Data module got a little quicker

We made some changes in the backend to improve performance when loading tables in the Data module.

Scheduler

Scheduler now runs ELT pipe task without locking models

We've simplified scheduling ELT pipes with our latest update. Before, triggering an ELT pipe from Scheduler would lock the model by creating a global action, causing disruptions. Now, with the "Run Varicent ELT pipe" task, the global action flag isn't triggered, keeping the model unlocked when the ELT pipe runs. This change only affects new scheduler tasks and keeps the ELT import tasks functioning as usual. This enhancement allows users to manage and run Varicent ELT pipes directly from the Scheduler module without importing results into Incentives unless needed, making task management easier and more efficient.

To know more, read: Scheduler tasks.

Reports

Enhanced column renaming for Sort calculations

Back in May, we introduced the capability to rename columns on the Display Column tab in the Composer calculation wizard, allowing you to bring clarity and coherence to your models. This feature ensured that generic column names no longer caused confusion, and the renamed columns were reflected in the formula step, making your models easier to follow.

Previously, renaming was restricted and did not apply to Sort calculations. Now, we have enhanced this feature to include the ability to rename columns within Sort calculations as well.

To know more, read: Defining display columns.

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Crushed some bugs!

Reports bug fixes

Bug number

Resolved an issue where PDF downloads for specific reports would fail to complete in Sales Portal.

00253083

Fixed an issue where selecting "Auto-fit data (include header)" in the column width setting for a datagrid caused the table to show no data.

00252535

Fixed an issue where Presenter Adaptive reports could not be deleted when they contained a self-link.

00253251

Resolved an issue where previewing or viewing a report in Payee Web redirected the user to an error page after adding a table object.

00252080

Fixed an issue where the date picker on Presenter Adaptive reports would automatically revert from years over 2050 to 1950.

00253845

Fixed an issue where the Y-axis of the chart displayed incorrect values on a report.

00252119

Fixed an issue where parameters set originally were not carried over to the third report in the chain.

00254197

Composer bug fixes

Bug number

Resolved an issue where editing existing or newly created Varicent ELT calculation objects in Composer resulted in an infinite loading screen.

00253234

Fixed an issue where a Calc ID was skipped in a calculation batch, resulting in a column containing zeros instead of an expected value.

00250266

Admin bug fixes

Bug number

Fixed an issue where the table used in a workflow is displayed as an unused object in the Health dashboard.

00253115

Resolved an issue where the headers appeared in black and white instead of the designated color (dark green) when PDF statements are generated through saved publications.

00253283

Fixed an issue where scheduled imports were failing due to a deadlock error when attempting to run multiple imports in parallel.

00252445

Resolved an issue where the model migration failed to complete within the 48-hour timeout period, causing an error.

Audit log bug fixes

Bug number

Fixed an issue where the Audit Log page load times and filter applications were significantly delayed, causing the website to become unresponsive.

00253383

00253370

Fixed an issue where the history purge for a table fails, and does not log the failure in the Audit Log.

00254596

Scheduler bug fix

Bug number

Fixed an issue where Scheduler did not display or allow adding tasks.

00255341

Fixed an issue where a stuck Delete query prevented any functions from running in the model. Added a log to assist future investigations.

00253299