10.1.1.167 - Week of February 12, 2024
Loved it before? Wait until you see it now!
Admin
Accessibility enhancements
In our ongoing commitment to accessibility, we have made the following improvements for this release.
We’ve improved content accessibility in more locations including the navigation bar, supporting browser zoom up to 400%.
We’ve updated report links in the navigation bar to enhance readability for screen readers.
We've improved the descriptive elements of charts and tables to provide a more comprehensive experience for those accessing this content through screen readers.
Run parallel imports
This update allows you to create and configure a folder of imports, and then run multiple imports simultaneously. No more waiting for one import to finish before starting on the next.
To learn more, read: Creating a schedule
Create tables and calculations while calculations are running
Say goodbye to delays in your workflow while waiting for calculations to wrap up. With this release you can now create and save new tables and calculations in the Data module and Composer while a calculation is running in the background.
Modify data while a calculation is running
The data in a calculation that is running will be temporarily locked, but once the lock is released, you will be able to make changes in order to continue with your work. However, if you modify the data in a calculation while it is running, be aware that your latest data will not be included in the running calculation.
Composer
Say goodbye to manually adding conditions
No more adding conditions one by one in the Composer module. Now, join and clear conditions automatically with the new Autojoin and Clear feature available in the Restrictions tab of the Data store wizard. The Autojoin feature allows the columns with the same name and of the same type to be joined automatically. Note that this feature will not work as expected for numeric columns.
To learn more, read Joining data store source restrictions.
Reports
Expand and collapse table rows with a click
Now, when you hover over columns in a table with row groups, a handy context menu appears which allows you to expand or collapse all groups instantly saving you manual effort. Want to start with all rows expanded? Set it as default in the Style tab's Row group section. This feature allows you to view 500 rows at once in Sales Portal. To view all your data, you can export the table to Microsoft Excel.
To learn more, read: Adding a table object to a Presenter Adaptive report.
See your gauge chart values clearly
Earlier, the actual value in a Simple Gauge chart shared the same color as the Gauge bar, causing readability issues with large numbers. We have now improved visibility by adding a customized color option for the value, ensuring that the numbers stand out distinctly against the background.
From the Style tab, under Colors section, turn on the Custom actual value text color toggle and click on the color picker or type a hex code to customize the text color of your Gauge chart. To learn more about charts, read: Adding a chart object to a Presenter Adaptive report.
Sales Portal
We've enhanced Sales Portal accessibility
You can now choose to display or hide the following icons on the top and side navigation of your payee's Sales Portal view. Go to Model settings 
More options to configure these options:
Profile
Help
Messages
If you hide this option, your payees won't be able to view their Admin messages, assigned Workflows and Inquiries, and monitor Plan document sign-offs.
To learn more, read: Display navigation icons in Sales Portal
You can also choose to display payee IDs alongside payee names in Sales Portal Inquiries.
To learn more, read: Viewing Payee ID in Sales Portal Inquiries.
Hey, this works a little differently now
Admin
Streamlined and precise import records
Our Entitlements Usage Reporting & Statistics tool will now focus solely on counting rows imported into all production models from external sources, ensuring you get the most accurate data insights. Regardless of your current model, you will only see the import record usage from all your production models.
To learn more, read: Tracking import records.
Crushed some bugs!
Composer bug fix | Bug number |
|---|---|
Fixed an issue where, error occurred when running a full calculation. | 00241499 |
Admin bug fix | Bug number |
|---|---|
Resolved an issue where, the imported data table had discrepancies. | 00240472 |
Mobile bug fix | Bug number |
|---|---|
Fixed an issue where, a chart was not visible on the Varicent mobile app. | 00243286 |
Workflows bug fix | Bug number |
|---|---|
Fixed an issue where, the workflow did not resume as expected. | 00246036 |
Inquiry management bug fix | Bug number |
|---|---|
Fixed an issue where, the 'Copy the row into an inquiry' feature did not map fields as expected. | 00246449 |
Reports bug fix | Bug number |
|---|---|
Fixed an issue where, date range picker dropdowns did not stay open when clicked on for the first time. | 00239965 |
Fixed an issue where, an error occurred when clicking the 'Next' button, prompting to choose a main source, despite already selecting one. This prevented proceeding to the 'Restrictions' tab. | 00242858 |
Resolved an issue where, values in the report weren't adding up in the report correctly. | 00241431 |
Fixed an issue where, all updates made to a report were not migrated over to another model. | 00243020 |
Resolved an issue where, data disappears when changing a picklist value. | 00245828 |
Fixed an issue where, a column was missing after exporting a report in PDF. | 00246155 |
Resolved an issue where, some picklists were missing in a report. | 00246133 |
Resolved an issue where, a row group column couldn't be edited after exporting a report to PDF. | 00236947 |