10.1.1.175 - Week of October 15, 2024
We made something for you...
and we think you’ll love it.
Portal Access
Ability to export Portal Access groups
We've added a new feature to enhance the Portal Access module. You can now export all groups to Excel with one click. From here, all Portal Access groups will be downloaded. In addition to different fields that are included in the download, the file will also contain a row for each payee group relationship. To learn more about Portal Access groups, see: Adding Portal Access groups.
Plan Documents
Regenerating failed PDF agreements
You can now track and handle failed PDF agreements of your plan documents. We've made it easy for you to see the list and number of recipients whose PDF agreements have failed to generate. Failed agreements allow you to regenerate the failed PDFs in bulk or individually. For payees with failed PDFs, the workflow will not move to the next step until the failed PDFs are successfully regenerated. To find out more about regenerating failed PDF agreements, read: Regenerating failed PDF agreements.
We zhuzhed it up a bit.
Accessibility
Accessibility update
For tables in Sales Portal, table descriptions, aria attributes, and markup were modified to ensure accurate announcement of rows and columns by screen readers, correct reading sequence, and appropriate use of aria-sort and tabindex attributes. This update was made in an earlier release, this release completes the update.
Look, we fixed it!
We’ve been working hard to stomp out these bugs:
Security bug fix | Bug number |
|---|---|
Fixed an issue where sensitive column names were exposed in error messages for unauthorized API requests. | 00256072 |
Admin bug fixes | Bug number |
|---|---|
Fixed an issue where a Report Data Model's migration failed with an error. | 00252597 |
Fixed an issue where selecting options other than "Last 12 months" in the "Import History" dropdown caused an error. | 00256439 |
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where columns in the comments section would snap back to their original size when trying to adjust their width. | 00254580 |
Fixed an issue where exporting a Presenter Structured report to Excel resulted in loss of alternating row formatting in selected columns. | 00255872 |
Fixed an issue where undefined color rows were displayed as blank instead of showing the pre-existing color. | 00255733 |
Fixed an issue where the row input forms in a report did not load due to a picklist filter error when previewed. | 00251692 |
Fixed an issue where selecting multiple values from the column filters in the grid triggered an instant data refresh, instead of allowing users to complete their selection before applying filters. | 00254945 |
Resolved an issue where a Presenter Structured report in Sales Portal displayed an error due to incorrect data validation during submission. | 00255425 |
Resolved an issue where searching by Payee ID in a dropdown did not return results. | 00256657 |
Fixed an issue where Pick List and Multi-Select Pick List objects were misaligned vertically when placed inside a Group object in a Presenter Adaptive report. | 00256459 |
Resolved an issue where date validation errors were incorrectly triggered in Presenter Adaptive report table row input forms. | 00257238 |
Sales Portal bug fix | Bug number |
|---|---|
Fixed an issue where a report displayed an internal error instead of loading correctly. | 00255978 |
Composer bug fix | Bug number |
|---|---|
Fixed an issue where the scheduled table clear fails with a global action error when a manual table import is started immediately after. | 00254109 |
Fixed an issue where a manual table import would interrupt a scheduled table clear, causing it to fail with a global action error. | 00254109 |
Fixed an issue where the system allowed trailing whitespace in column names for View tables. | 00257557 |
Plan documents bug fix | Bug number |
|---|---|
Fixed an issue where Plan document PDFs weren’t generating when whitelisted IP addresses were enabled on the model. | 00245521 |