10.1.1.163 - Week of September 18, 2023

Now, you can personalize your users Sales Portal footer to match your style and needs. Choose between a light theme or a dark theme, upload your own logo and position it just right, add custom footer text, and select the reports from the Web Tabs tab in Portal Access that you want to appear as footer links. These reports will be easily accessible to your users directly from the footer. To ensure that your users see the right reports in their footer, easily grant access to the reports from the Assignment tab in the Portal Access module.

To learn more, read Customizing Sales Portal footers.

You can now use a Report Data Model table as a parameter when creating conditional nodes in Workflows. Previously, only non-Report Data Model tables can be used as parameters for conditional nodes. This enhancement can be used for both admin and user-initiated Workflows. To learn more about using a Report Data Model table as a parameter when creating conditional nodes in Workflows, read: Adding conditional nodes.

When you select an object in the Composer module and click Used By..., you will now be able to see which Presenter Adaptive reports use that object as a source.

You now have the option to apply a thousands separator for editable and non-editable numeric fields in your Presenter Adaptive report. This enhancement helps you easily visualize values. Turn on the Use thousands separator toggle to see the different formatting options for the thousands separator.

Add some flair to your row input forms with the option to display background colors for headers and footers. Turn on the Display header background or Display footer background toggle to add a colored background for your row input form headers and footers. To read more about displaying header and footer background colors for row input forms, see: ???.

Group objects will now only show up when there's at least one other visible object within them. If your Group object contains only hidden objects, it will stay hidden as well. Even if your Group object has mix of hidden and visible objects, it will be displayed as soon as there's at-least one visible object within. No more empty or hidden group objects cluttering your report canvas!

To learn more about the Group object, read Adding a group object to a Presenter Adaptive report.

In this release, you can do even more with your reports. When you use the Modern report style, you'll now see these changes:

With this release, you can now attach a document or multiple documents to a Workflow before starting the Workflow in the Sales Portal.

Now, when you add a background color to an image object in a Presenter Adaptive report and select Use web user image, you will be able to see the background.