10.1.1.171 - Week of June 17, 2024
Something new this way comes!
Check it out!
Workflows
View workflow status and workflow history in Presenter Adaptive and Composer
You now have the ability to view the current state and history of any workflow item in Presenter Adaptive reports and the Composer module. When selecting workflow as a source type, you have the option to see the workflow status and workflow history. For Presenter Adaptive reports, this new feature is available for the table, reshaped table, chart, metric, and list objects. Workflow history displays the history of in-progress and completed workflows, while workflow status is represented as a percentage based on action nodes in the workflow. In Composer, workflow status and history can be selected as data stores. To learn more about workflow status and history, see: Tracking workflow status and history in Presenter Adaptive reports.
It's even better now...
We took the time to revamp some of the things you already love.
Accessibility
Accessibility improvements
The following improvements were made to the Sales Portal user experience:
The value field in Sales Portal tables now has a descriptive label.
Updated a button to include a programmatically-defined role.
Improved screen reader experience for data tables by defining headers.
Ensured correct expanded/collapsed state announcements for screen readers.
Implemented proper tagging of text as headings.
Updated mandatory fields in Sales Portal with labels and visual indicators.
Improved clarity and immediacy of error messages in Change Password modal.
Improved focus order for screen readers and keyboard navigation.
Updated menu item tags from button to anchor to represent links.
Corrected content overlap at 200% browser zoom on Incentives home page.
Improved content accessibility at 400% zoom 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.
Updated elements for accurate announcements of active or expanded states.
Improved button and focus outline contrast ratios.
Updated roles of elements and buttons for accurate screen reader announcements.
Implemented status update messages for password updates.
Updated accessible names of buttons for clarity.
Replaced horizontal scroll bar in the navigation menu with more options button on mobile screens.
Converted select lists to accordion menu for better screen reader access.
Unnecessary heading tags were removed, and heading levels were updated for enhanced hierarchical structure.
Updated elements to be coded as a list.
Removed unnecessary list tags from a single-item list.
For more detailed information on these updates, see the Accessibility change log.
Admin
Improvements coming to our support chat
We've tweaked some things to enhance your support experience. Access Chat with a specialist from the Help icon as usual.
Composer
Export full data stores without row limits
With this recent enhancement, you are no longer bound by the 300-row restriction when exporting a data store to Excel. You have the capability to export your entire data set.
To know more, read: Exporting data store rows to Microsoft Excel.
Calculation performance improvements
We've been busy in the backend making improvements to how your calculations run. You don't have to do anything, but your calculations will run faster.
Reports
Sample data visualizations in Presenter Adaptive
Charts in your Presenter Adaptive reports now feature sample data visualizations, allowing you to see style settings without needing a data source. All style configurations on the Data tab are preserved and editable, providing a smooth and consistent design experience. This upgrade applies universally to all reports, including reports created from a template.
Level up your email game with Presenter Adaptive's mailto links
We've made it easier to connect with your team members directly from your reports! Now, in Presenter Adaptive, you can add 'mailto' hyperlinks to your texts, charts, tables, metrics, callouts, and lists, creating a seamless way to start an email conversation.
The best part? You can automate it! No more copy-pasting email addresses. You can send an email to a bunch of payees by simply grabbing a source table as a stored value. You can also use parameters to preset your email subjects by setting default text values.
Integration of the set parameters and stored values is very easy. Designate them in the To, Cc, and Subject fields and mix in static email addresses if you need to. Hit the mailto hyperlink in your report and your email client will pop up, with recipient and subject pre-filled, waiting for you to customize and hit send!
To learn more, read: Creating email links in Presenter Adaptive objects.
Enhanced numeric consistency for chart legends
We've improved our charting capabilities to ensure a more consistent and professional presentation of your data. Now, the numeric formatting on the Heatmap and Treemap chart legend will perfectly match the formatting applied to the chart values.
Date and time stamped Excel reports for easy tracking
From now on, when you export your reports, your Excel files will be automatically saved with a friendly naming convention that includes key details right in the file name. This means you can instantly recognize and locate the exact report you need without combing through generic and duplicated file names.
Here's the concise naming structure we're rolling out for your Excel exports: [File-name]_[YYYY-MM-DD]_[HH-MM-SS].xlsx. With this level of detail, you can maintain a record of your report history and enhance overall data management with ease.
Sales Portal
Customize your Sales Portal help experience
Take control of your Sales Portal experience with enhanced customization features for the Help icon. As an admin, you can tailor the destination of the Help icon directly from Model Settings in the top Admin panel. Within these settings, you'll find the 'Show Help' toggle in the Sales Portal section, which when turned on, offers the flexibility to customize the Help button's action to align perfectly with your organization's support framework. Here are the ways you can personalize the Help icon:
Incentives documentation support: Easily direct your payees to the Incentives Support Documentation website. This allows your payees to browse through the user guide independently, allowing them immediate access to the information they need, whenever they need it.
Your portal, your resources: Choose to direct your payees to any desired URL. Whether it's your organization's documentation website or any relevant external support resource, simply enter the web address to redirect your payees straight to the right place for additional help.
Streamlined email support: Facilitate a simpler path to email assistance by directing your payees to send a custom email to a specified address. You can enter the email address of any reporting manager, support desk, or specific aid team—this action will open up the email client directly, allowing the user to compose and send their questions or requests promptly.
To learn more, read: Display navigation icons in Sales Portal.
We had the bug zapper out…
and boy did we get rid of a bunch:
Composer bug fix | Bug number |
|---|---|
Fixed an issue where, long value type column names were getting truncated, either on the left when displaying partitions of a data source, or on the restrictions side. | 00250498 00250313 |
Fixed an issue where attempting to add a metric via the add metric plus sign and clicking 'finish resulted in an error and failed to save. | 00251055 00250281 |
Plan Documents bug fix | Bug number |
|---|---|
Fixed an issue where, when initiated a 'Restart Agreement' process on one payee, it forcefully applied the restart process on all of the payees in the Cancelled list. | 00251402 |
Resolved an issue where the font colour in an agreement defaulted to black. | 00246387 |
Data bug fix | Bug number |
|---|---|
Fixed an issue where, an error occurred when importing data from Varicent AI to to an effective dated table in Incentives. | 00249239 |
Admin bug fix | Bug number |
|---|---|
Fixed an issue where an object was incorrectly listed as an unused object in the Health Dashboard when used within a Report Data Model. | 00251093 |
Reports bug fix | Bug number |
|---|---|
Fixed an issue where the Report Data Model caused an error during report preview. | 00251658 |
Resolved an issue where the datagrid connected to an RDM in the Presenter adaptive report was not displaying results. | 00248733 |
Sales Portal bug fix | Bug number |
|---|---|
Fixed an issue where, 'Mark all as read' button did not work as expected. | 00249539 |
Fixed an issue where the loading icon for a report in Sales Portal would disappear from the screen, requiring the user to scroll down to see it. | 00240224 |