10.1.1.181 - Week of May 12, 2025
It's brand new and it's all for you!
Admin
Introducing centralized time zone settings for all users
We are excited to introduce the new Model time zone feature in Varicent Incentives. This feature allows administrators to set a uniform time zone for all users within a specific model, ensuring consistency in how dates and times appear across different Varicent Incentives modules.
The Model time zone feature is designed to bring clarity and consistency. With a single time zone setting for your entire model, regardless of individual user locations, everyone will view dates and times the same way. For example, if your team members are in New York, London, and Tokyo, they will all view time stamps based on the single time zone you choose. This feature helps everyone stay in sync by eliminating time zone confusion, making teamwork easier.
This feature also automatically accommodates Daylight Saving Time changes. For example, if you select a time zone that observes daylight saving time, the system will adjust by an hour forward in spring and revert back in fall without requiring manual intervention. This means you spend less time worrying about daylight saving time adjustments and more time focusing on your key tasks.
To learn more, read: Setting a model time zone.
Disconnected admins now in one place
We’ve made it easier for you to manage your admin users by introducing a new tab within the Admin users page in Tenant settings that specifically houses all Disconnected admins. A disconnected admin is a user who exists in the model database but not in the tenant database.
Previously, these users appeared in the all users list but were not counted towards your admin usage. Now, you can view all disconnected users in one place and take appropriate actions. If you wish to reactivate them, use the link provided on the page to contact support. Alternatively, you can delete these users if they should be removed from the model database entirely.
This change addresses the confusion between disconnected and unassigned admins, especially in scenarios like transitioning from on-premise to cloud, where some admins might not have been recognized in the tenant database. This update helps you easily spot and manage these users without mixing them up with active users.
To learn more, read: Managing disconnected admins.
Reports
Streamline your reporting experience with Global Parameters
In this release, we're thrilled to introduce Global Parameters for Presenter Adaptive reports. This feature enables you to retain pick list and date picker selections as you navigate to other web tabs and reports in Sales Portal. Previously, this retention was only possible when linking directly from one report to another. Now, you can effortlessly keep track of selections such as currency, time periods, or specific payees as you move between reports. Let’s say you're viewing Emily Snow’s Compensation Summary and now you want to dig a little deeper and view her transaction details. When you open the Transaction Details report, Emily is still your selected payee.
Workflows are exempt from Global Parameters. Instead, they will continue to use the parameter values specified within the report. This exemption ensures that as reports move through approval steps, they maintain a consistent display for the same set of parameter values.
For more information on Global Parameters, read: Global Parameters.
More options to customize your report margins and padding
You can now have greater control over the margins, padding, and alignment across objects on your report. In addition to the Classic and Modern report style, you can now select the Custom option and choose between a compact, default, or spacious layout to adjust the spacing between and around the objects on your report. To learn more about the Custom report style, see: Creating a custom report style.
We've also updated the options for the image object with the ability to customize how they are scaled when resized on the canvas. To learn more about adding an image to your report, read: Adding an image object to a Presenter Adaptive report.
Save time and boost efficiency with the option to redirect on submission for Reports
We've added a new feature to configure the save button on your report to link to a website, email, or report. This feature is available for the save button on tables and row input forms, and on the single save button for your report. When the Redirect on submission toggle is enabled, your report contents will be saved and it will link to a website, email, or report all in one step, saving you from having to load the report twice. For more information on the Redirect on submission toggle, read: Configuring the save button on your report.
Scheduler
Schedule tasks across multiple time zones
We're excited to announce the release of the Scheduler time zone feature in Varicent Incentives. This new addition gives you the flexibility to configure your schedules based on the specific time zones in which they need to operate. By doing so, you can manage your scheduled tasks across different time zones effectively, ensuring accuracy and consistency, especially during daylight saving transitions.
Now, you have the option to assign varying time zones to different schedules as needed. By default, the Scheduler module uses the current browser time zone of the user, but you can easily configure it to run tasks according to a specific timezone, different from your browser or model time zone. This customization is beneficial for those operating in multiple regions or coordinating tasks across diverse locations.
With the Scheduler time zone feature, daylight saving adjustments are seamlessly integrated, ensuring that tasks continue to run smoothly without unexpected shifts. The system automatically adjusts the clock forward or backward according to the daylight saving schedule observed in the selected time zone, preventing any potential conflicts or scheduling mishaps.
To learn more, read: Running a schedule in a time zone.
It's even better now...
We took the time to revamp some of the things you already love.
Admin
Redesigned interface for admin user management
We’ve simplified admin user management with a new, intuitive interface. Everything you need to add or edit an admin is conveniently located in a side panel, eliminating the need for a central wizard and streamlining your workflow.
Our redesigned interface distinguishes between adding users to the tenant and assigning them to a model. For example, when you want to add a new admin, the panel provides distinct sections for entering tenant information and assigning the user to specific models.
To learn more, read: Adding new admin users.
Editing admin users is just as straightforward. The panel allows you to differentiate between updating tenant details and modifying model-specific roles easily. For instance, the process is clear and intuitive if you need to change an admin’s email or adjust their role within a model.
We’ve also enhanced the clarity of permissions required for various actions. The tenant permissions section links to our support documentation website, where each permission is clearly described. This resource helps you understand what each permission does, allowing you to make informed decisions when selecting the appropriate permissions for your admin users.
To learn more, read: Editing existing admin users.
Reports
Refine your reports with the ability to set row groupings and reorder columns
We're excited to introduce enhancements that give you more control over your reporting experience! Now, you can reorder columns and set dynamic row grouping in your report tables. With the Allow table customization toggle enabled, you can click move up or move down to reorder columns, and choose how you want to group your rows. When a row group is added to the report, columns that have values in the row will display an aggregated value for the row group. Plus, these settings will carry over when exporting to PDF and Excel. For more information on report tables, see: Adding a table object to a Presenter Adaptive report.
Gain flexibility with list object aggregation
We've updated the list object to bring more flexibility, where you can now aggregate the source data by selecting a numeric value. The source data will be aggregated using the main and description columns. Once the values are aggregated, the columns can be sorted in an ascending or descending order, and you can select the number of items to display. To learn more about the list object, see: Adding a list object to a Presenter Adaptive report.
Look, we fixed it!
We've been working hard to stomp out these bugs:
Sales Portal bug fix | Bug number |
---|---|
Fixed an issue where conditional formatting did not apply correctly in Sales Portal. | 00266642 |
Fixed an issue where removing a filter in the dropdown resulted in a page loading error. | 00265868 |
Workflows bug fix | Bug number |
---|---|
Fixed an issue where source-driven picklist values did not display in the inquiry management screen. | 00265898 |
Admin bug fix | Bug number |
---|---|
Fixed an issue where the Report Viewer tab was not visible for certain user roles on the home screen. | 00266273 |
Plan Documents bug fix | Bug number |
---|---|
Fixed an issue where the GeneratePDF function was not triggering for certain Plan Documents. | 00264737 |
Composer bug fix | Bug number |
---|---|
Fixed an issue where nested restrictions failed to update after switching data sources in Composer. | 00251688 |
Fixed an issue where special characters in names were incorrectly published in text files but not in CSV exports. | 00263924 |
Reports bug fix | Bug number |
---|---|
Fixed an issue where Excel exports did not match UI due to inconsistent rounding of amounts. | 00263350 |
Fixed an issue where columns with similar names differed only by case were missing in exported Excel files. | 00262286 |
Fixed an issue where input validation error appeared by default instead of only for null or empty submissions. | 00253244 |
Hotfix R181 V2
It's even better now
We took the time to revamp some of the things you already love.
Sales Portal
Introducing unique workflow IDs in Sales Portal
We’re thrilled to announce a new enhancement in Sales Portal that will make managing your workflows a breeze. Each workflow item now features a unique identifier, prominently displayed in a new "ID" column within the Message Center's Pending and Completed tables. This column is the first in the table, and each ID is hyperlinked, allowing you to navigate directly to the corresponding workflow item. Additionally, the workflow item's ID is now visible in the header, making it easier than ever to identify and reference individual workflows. Importantly, the new ID value displayed for each payee is the same unique identifier found in the Workflow History tab in the Admin Client, ensuring consistency and ease of reference across the platform.
Look, we fixed it!
We've been working hard to stomp out these bugs:
Reports bug fixes | Bug number |
---|---|
Fixed an issue where a confirmation message appeared twice after saving changes in Sales Portal. | 00266227 |
Fixed an issue where the data grid shifted left when updating values in the rightmost column. | 00266227 |
Fixed an issue where discarded changes in editable columns still appeared without refreshing the page. | 00264161 |
Hotfix R181 V3
We've been working hard to stomp out these bugs:
Reports bug fixes | Bug number |
---|---|
Fixed an issue where certain columns in a report appeared as text instead of pick lists. | 00266362 |
Fixed an issue where updating one field in a report column updated the entire column instead. | 00265851 |
Fixed an issue where pick list placeholder text was incorrectly replaced by "()" instead of the intended value. | 00260817 |
Fixed an issue where filters didn't reset when changing pick list selections in editable data grids. | 00265002 |
Admin bug fix | Bug number |
---|---|
Fixed an issue where calendar lock status prevented migration due to conflicting start and end dates. | 00265652 |
Hotfix R181 V4
We've been working hard to stomp out this bug:
Reports bug fix | Bug number |
---|---|
Fixed an issue where adjacent cell values changed to 0 when an editable cell was updated in the report. | 00267507 |