10.1.1.173 - Week of August 19, 2024
Something new this way comes.
Check it out!
Reports
Filter and analyze report data with more flexibility using multi-select pick lists
We're excited to introduce a new object in Presenter Adaptive reports: multi-select pick list. With this object, you can filter all visualizations in the report for a list of selected values. This gives you the ability to control the content across the entire report for more than one value selected at a time. For example, you can display everything in the report for multiple selections of transactions, customers, or territories. This feature contains new conditions to filter records and conditionally hide objects. To find out more about multi-select pick lists, read: Adding a multi-select pick list to a Presenter Adaptive report.
It's even better now!
We took the time to revamp some of the things you already love.
Accessibility
Accessibility updates
As part of our ongoing focus on accessibility, we have made the following updates for this release:
Adjusted input fields for editable cells to feature a more concise description
Programmatically defined roles for screen readers in Sales Portal elements
Removed unnecessary descriptions from decorative images in Sales Portal reports
Added descriptive accessible names to buttons in Sales Portal reports
Updated control labeling for clarity where required in Sales Portal
In Presenter Adaptive reports, users can now enable an accessibility view for charts. This feature lets readers in Sales Portal toggle between the chart and a text alternative, which converts the chart into a data table for easier information access.
Updated the Submit element in Sales Portal to announce its disabled state to screen readers
Corrected the heading tag for the Notifications dropdown on Sales Portal
Updated the focus order within the Notifications dropdown in Sales Portal for a more logical navigation flow
Updated tables in Sales Portal to ensure screen readers accurately announce the number of rows and columns, along with the correct reading sequence
For more detailed information on these updates, see the Accessibility change log.
Data
Loading tables in the Data module got a little quicker
We made some changes in the backend to improve performance when loading tables in the Data module.
Scheduler
Scheduler now runs ELT pipe task without locking models
We've simplified scheduling ELT pipes with our latest update. Before, triggering an ELT pipe from Scheduler would lock the model by creating a global action, causing disruptions. Now, with the "Run Varicent ELT pipe" task, the global action flag isn't triggered, keeping the model unlocked when the ELT pipe runs. This change only affects new scheduler tasks and keeps the ELT import tasks functioning as usual. This enhancement allows users to manage and run Varicent ELT pipes directly from the Scheduler module without importing results into Incentives unless needed, making task management easier and more efficient.
To know more, read: Scheduler tasks.
Reports
Enhanced column renaming for Sort calculations
Back in May, we introduced the capability to rename columns on the Display Column tab in the Composer calculation wizard, allowing you to bring clarity and coherence to your models. This feature ensured that generic column names no longer caused confusion, and the renamed columns were reflected in the formula step, making your models easier to follow.
Previously, renaming was restricted and did not apply to Sort calculations. Now, we have enhanced this feature to include the ability to rename columns within Sort calculations as well.
To know more, read: Defining display columns.
Crushed some bugs!
Sales Portal bug fixes | Bug number |
|---|---|
Fixed an issue where the loading icon appeared with a delay when loading a report in Sales Portal. | 00240224 |
Fixed an issue where the loading icon disappeared before a report was fully loaded. | 00240224 |
Resolved an issue where PDF downloads in Sales Portal had row groups cut off due to Compact view. | 00247192 |
Composer bug fixes | Bug number |
|---|---|
Fixed an issue where calculation formula value names were truncated with "..." even when there is sufficient space to display the full name. | 00253361 |
Fixed an issue where the Row viewer for specific calculations displayed double the expected number of records, with half of them being blank. | 00254166 |
Fixed an issue where overlapping batch IDs caused full calculations to fail without an error message. | 00253489 |
Admin bug fix | Bug number |
|---|---|
Fixed an issue where the import would fail with an error. | 00252744 |
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where Presenter Adaptive reports displayed negative zero for values rounding to 0.00 or all decimal zeroes without a negative sign. | 00252974 |
Resolved an issue where collapsing one section in a report would automatically expand all grouped sections in Payee web. | 00252636 |
Fixed an issue where the pick list values in a report could not be unselected, causing the default value to remain selected after attempting to clear the selection. | 00241245 |
Resolved an issue where the Presenter Adaptive report data grid displayed "Add a source data to get started" instead of "No data to display" when the source is empty and the "Display Data" option is turned on. | 00252618 |
Fixed an issue where the collapse/expand button in Presenter Adaptive row groups blinked but did not collapse the row group. | 00255198 |
Resolved an issue where the save button was not enabled after deleting a link in a Presenter Adaptive report. | 00251822 |
Fixed an issue where duplicating a text object with a report link and then updating the duplicate's report link would also update the original text object's report link. | 00251690 |
Plan document bug fix | Bug number |
|---|---|
Resolved an issue where the background color of tiles in Plan document agreements was not displaying correctly in Sales Portal. | 00253969 |
Scheduler bug fixes | Bug number |
|---|---|
Fixed an issue where the nightly scheduler did not kick off due to an error. | 00249607 |
Fixed an issue where Scheduler did not display or allow adding tasks. | 00255341 |