10.1.1.166 - Week of January 15, 2024
We made something for you!
Reports
New pivot table object for Presenter Adaptive reports
Discover the latest enhancement in your Presenter Adaptive reports: introducing pivot tables! Using the pivot table object, you can quickly aggregate and showcase large datasets, facilitating data analysis and comprehension. Extract insights and make data-driven decisions directly within your Presenter Adaptive reports.
For more information, read: Adding a reshaped table object to a Presenter Adaptive report
Loved it before? Wait until you see it now!
Accessibility
Improvements for accessibility
We are constantly working to improve accessibility and empower all Incentives users. With this release we have made these enhancements to make our platform more inclusive.
We’ve made adjustments to ensure usability of content at up to 400% browser zoom.
We've improved the keyboard navigation within modals. Once a modal is open, you can smoothly move through its contents using your keyboard in a loop. Close the modal by pressing the ESC key, and your keyboard will return focus to where you were before opening the modal.
Our updates improved navigation for keyboards and screen readers across menus and submenus.
This release improves keyboard navigation using the tab and arrow keys in footer menus.
Adjustments for screen readers now ensure that loading or busy notifications are announced.
This enhancement also ensures that screen readers can access and interpret items in the notifications panel.
Report links in portrait mode now display an overflow indicator if they extend beyond the viewport.
Admin
Enforce best practices for your formulas
In this release, we added a feature that allows you to enforce best practices for formulas used in calculations.
In Model settings, select whether all calculations in your model or only newly created calculations must meet best practices.
For more information, read: Enforcing best practices for formulas.
Portal Access
Enhanced portal security
Now, before disabling all web users in the Portal Access module, administrators will encounter a confirmation dialog box. This prompt provides a clear warning that executing this action will permanently erase all user's passwords. Once cleared, these passwords cannot be restored, requiring users to set a new password upon reactivation. This ensures a more informed and secure process for managing user access in the portal.
Reports
Dynamic text in Presenter Adaptive reports
Dynamic text has been incorporated into several sections of Presenter Adaptive reports. This enhancement gives you the ability to personalize reports for payees and efficiently manage reports with dynamically changing content.
The following areas now support dynamic and static text simultaneously:
Header titles and header descriptions for tables, charts, images, videos, row input forms, list objects, and groups
Pick list, date picker, and date range picker labels
Callout object title and message fields
Metric object titles
Footer text for PDFs
These areas give you the option to use dynamic or static text:
Placeholder text for pick lists, date picker, and date range picker objects
Callout object hyperlink labels
Labels for control menus
Chart labels:
X and Y axis labels
Line and Column charts: column axis and line axis labels
Bubble charts: category size
Radar charts: column tooltip, line tooltip, and area tooltip
Heatmap charts: value label
Button text in tables, row input forms, and single save buttons for reports
Title for row totals in tables
Labels for value totals in list objects
Labels for hyperlinks in metric objects and list objects
For more information, read: Adding dynamic text to a Presenter Adaptive report
PDF publish pixel width adjustments
Experiencing PDF publishing challenges where columns are cut off or you’re finding gaps? You can now define the pixel width for PDF printing in Presenter Adaptive reports and Plan Documents to ensure a seamless fit. We've set a default width of 1280px, but you can now adjust this setting for optimal report presentation.
Table column group headers in Excel exports
We’ve made some adjustments to table column groups. With this release you will now see your table group names included in the header column when a table is exported to Excel.
Customizing your table column widths in Presenter Adaptive reports
Styling your data tables just got easier! This update allows you to quickly set column widths that are responsive or fixed in Presenter Adaptive reports. You can also set column widths by ratio. But don’t fret, the column widths in any of your existing tables will not be affected by this update.
Enhanced security for Presenter Adaptive report parameters
We’ve added enhanced security for Presenter Adaptive report parameters. We validate any changes made to a report’s URL against the user’s available pick list options. If the URL is invalid, we’ll set the pick list to the default value, or to empty if there is no default. This makes sure your users only see what they’re supposed to see.
We had the bug zapper out!
and boy did we get rid of a bunch:
Reports bug fix | Bug number |
|---|---|
Resolved an issue where, there was no option to apply filter to empty records. | 00240807 |
Fixed an issue where, formatting did not apply to row group count and name. | 00241102 |
Category text no longer displays decimal points, while category numeric remains unchanged. If a category, whether text or numeric, includes decimals, it will now appropriately show the decimal values. | 00243035 |
Resolved an issue where adding a comment in a report failed to include the comment in the comment history table. | 00242680 |
Fixed an issue where, error occurred when accessing multiple tables. | 00244456 |
Fixed an incorrect translated string in Polish. | 00241584 |
Resolved an issue where, an error occurred when accessing a report. | 00244456 |
Resolved an issue where, date field could not be saved as expected. | 00239281 |
Workflows bug fix | Bug number |
|---|---|
Inquiry workflow automated email will now include payee's name. | 00238077 |
Resolved a wording inconsistency: In the Action Node, the "More info required" status appeared as three separate words, while in the Inquiry management module, it displayed as a single word. | 00238516 |
Resolved an issue where, the workflow did not evaluate a condition correctly. | 00244218 |
Fixed an issue where, an error occurred when starting a workflow. | 00233837 |
Resolved an issue where, workflow validation rules did not work as expected. | 00238645 |
Admin bug fix | Bug number |
|---|---|
Fixed an issue where, imports failed inconsistently. | 00239144 |
Fixed an issue where, when choosing a calculation and clicking "Open in Query Tool," the new page incorrectly added single quotes (') around the table name instead of double quotes ("). | 00241915 |
Resolved an issue where, an error occurred when publishing records from a table in row viewer. | 00242146 |
Fixed an issue where the Publisher tab in Downloads did not list any files, until refreshed. This problem occurred when trying to publish a table and clicking the Downloads link in the success toast. | 00233649 |
Fixed an issue where, when executing a query for an inner join on a table with itself, one column in the preview should be empty; however, it is filled with values. Running the same query from the Query tool generates a different (expected) table. During the import process, the values import according to the query tool, not the import preview. | 00241490 |
Fixed an issue where, imports failed for table names longer than 47 characters. | 00227226 |
Sales Portal bug fix | Bug number |
|---|---|
Fixed an issue where, value labels were overlapping donut, pie, and bar charts. | 00242213 |
Resolved an issue where an error occurred when opening a web tab, particularly when the browser language was changed. | 00244017 |
Fixed an issue where, despite setting the column width to "Auto-fit to data," the columns in the data grid were still getting cutoff. | 00241750 |
Composer bug fix | Bug number |
|---|---|
Fixed inconsistencies of the Quota currency field values in Presenter Adaptive report and Composer table. | 00239252 |
Fixed an error where, when attempting to run a full calculation, the calculation ends in a few seconds if the browser is set to Hungarian. | 00242374 |
Resolved an issue where, an error occurred when viewing a calculation. | 00241863 |
API bug fix | Bug number |
|---|---|
Fixed an issue where, the API call encountered an error. | 00242906 |
Resolved an issue where, endpoint calls related to custom table dependencies were slower than expected. | 00239110 |
Scheduler bug fix | Bug number |
|---|---|
Resolved an issue where, scheduled tasks did not run in its intended order. | 00240492 |
Plan documents bug fix | Bug number |
|---|---|
Resolved an issue where, the export tool only published the first row from the Pending Actions tab. | 00244269 |