10.1.1.183 - Week of July 14, 2025
Something new this way comes.
Check it out!
Workflows
Workflow access controls for Sales Portal
We’re thrilled to introduce a new feature that empowers Incentives administrators to manage workflow access in Sales Portal Message Center. This feature ensures the integrity of your workflow processes during data refreshes or loads. With this update, you can now temporarily disable Message Center access to user-initiated and admin-initiated workflows, providing a seamless way to maintain workflow integrity without impacting overall functionality.
Manage workflow access directly from the Workflows module or schedule a task to enable or disable access through the Scheduler module. When a workflow is disabled, it appears greyed out in the Message Center. Users attempting to access a disabled workflow via direct URL are redirected to the Message Center. Importantly, this change does not affect the workflow's overall functionality—only its visibility in Sales Portal. Newly created workflows are enabled by default.
We’ve also added a new column in the Workflows module to display the current 'Message Center access' status for each workflow, along with a tag for workflows with disabled access. This ensures that you have full visibility over your workflow access controls, helping you avoid potential issues during critical data operations.
For more information about workflow access controls, read Managing workflow access in Sales Portal Message Center.
Reports
Introducing custom table tooltips for enhanced user experience
We’re thrilled to introduce a new feature that enhances your reporting experience with custom table tooltips. You can now add tooltips to group and column headers, making your reports more informative and user-friendly. This update allows report viewers to hover over column headers and instantly see the custom text you’ve added, providing clarity and context at a glance. Whether you’re explaining complex data or simply adding helpful notes, these tooltips are designed to improve the way you communicate insights through your reports.
There is no maximum length for these tooltips, allowing you to include as much detail as necessary. Tooltips will not appear in exported reports and this feature is not available for reshaped tables. To learn more about custom table tooltips, read: Creating custom tooltips for table columns and column groups.
It's even better now...
We took the time to revamp some of the things you already love.
Reports
Update the table header color on hover
The report viewing experience has been improved with a standardized hover effect on grid column headers.
Previously, hovering over a column header changed the text color to blue, which could cause readability issues depending on the background color. This has been updated to align with your existing color customizations, ensuring a consistent and accessible viewing experience.
The header text hover color is set to 15% opacity of the font color.
When clicked, the hover color is set to 30% opacity of the font color.
The header text is underlined during hover for a better visual indication.
This update improves usability and visual consistency for Admin and Sales Portal users when navigating Presenter Adaptive Reports.
Sales Portal
Copy values from tables in Presenter Adaptive Reports in Sales Portal
Sales Portal users can now copy and paste cells, rows, columns, or groups of cells from Presenter Adaptive reports in both standard and reshaped tables. Admin users are also able to utilize this update to copy and paste data from any report containing tables. The functionality leverages the keyboard shortcuts CTRL+C for copying and CTRL+V for pasting.
When pasting data into Excel, the data aligns with column headers but may not retain advanced formatting such as currency symbols, dates, or icons due to external app limitations. In Word or Notepad, unformatted data is presented with tab spacing, treating the entire value, including currency symbols, as plain text. This update is designed to enhance sharing data between applications.
For more information on copying data, see Copying data from a report.
Inquiry management
Export inquiries table to Excel
This release introduces a new enhancement to the Inquiry Module that streamlines data management and reporting. Users can now export their list of inquiries to Excel, using the new Export button within the module. The export respects any filters applied on-screen, ensuring that only relevant data is included, making it easier than ever to work with your inquiry data outside the platform.
For more information on downloading inquiry data, see Exporting inquiry data.
Look, we fixed it!
We've been working hard to stomp out these bugs:
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where sort arrows disappeared on numeric columns when "Display sort order" is disabled in reports. | 00269643 |
Fixed an issue where editing Presenter Adaptive reports caused noticeable lag, impacting usability. | 00269369 |
Fixed an issue where objects in a report group were incorrectly hidden without visibility restrictions. | 00268854 |
Fixed an issue where an error prevented the deletion of certain reports. | 00268526 |
Fixed an issue where logo size in reports displayed smaller than expected after a version update. | 00268165 |
Fixed an issue where numeric values next to AED currency symbol were displayed in reverse in text objects. | 00267739 |
Fixed an issue where the "Total" column label overlapped with the last payee in waterfall charts. | 00264281 |
Fixed an issue where editing a data model caused the page to load indefinitely. | 00266541 |
Fixed an issue where ISEMPTY() returned false for null or empty values in formulas. | 00266234 |
Plan Documents bug fixes | Bug number |
|---|---|
Fixed an issue where certain data grids incorrectly displayed a 0% Base Rate instead of non-zero values. | 00269500 |
Fixed an issue where selecting 'Custom' report style for an agreement caused an error. | 00268231 |
Fixed an issue where divider page breaks caused unnecessary blank pages in PDF agreements. | 00263227 |
Admin bug fixes | Bug number |
|---|---|
Fixed an issue where changing roles failed when a time zone was set in the model. | 00269448 |
Fixed an issue where users could no longer copy multiple rows of admin user details and model permissions. | 00267650 |
Fixed an issue where the migration tool failed to detect color theme changes in reports. | 00268521 |
Activity bug fix | Bug number |
|---|---|
Fixed an issue where Activity Monitor incorrectly showed import failure despite audit logs indicating success with warnings. | 00268947 |
Composer bug fix | Bug number |
|---|---|
Fixed an issue where re-adding columns with the same name did not update their type. | 00259074 |
Data bug fix | Bug number |
|---|---|
Fixed an issue where exporting data set blank dates to 01/01/1970 instead of remaining empty. | 00268204 |
Sales Portal bug fixes | Bug number |
|---|---|
Fixed an issue where misleading error messages appeared when reusing recent passwords during reset. | 00267725 |
Fixed an issue where Sales Portal experienced errors and frozen screens due to an internal error and timeout. | 00265977 |
Hotfix R183 V2
We've been working hard to stomp out these bugs:
Composer bug fixes | Bug number |
|---|---|
Fixed an issue where calculation results differed from view results due to decimal place limitations. | 00269783 |
Fixed an issue where using the search option caused overlay in the saved imports grid. | 00269612 |
Fixed an issue where editing more than 20 calculations in multi edit caused errors and progress loss. | 00270003 |
Reports bug fixes | Bug number |
|---|---|
Fixed an issue where the 'Stay on page' button failed to prevent unwanted page changes in reports. | 00268734 |
Fixed an issue where certain reports took too long to load or failed to load completely. | 00268569 |
Fixed an issue where Report Data Model grid records required page refresh to display on initial Presenter Adaptive report preview. | 00269450 |
Fixed an issue where saved publications failed due to unrecognized calculation result tables in reporting queries. | 00269730 |
Admin bug fix | Bug number |
|---|---|
Fixed an issue where column edit permissions didn't apply with additional data source in table settings. | 00269410 |
Scheduler bug fix | Bug number |
|---|---|
Fixed an issue where folder expansion showed blank space instead of content in the scheduler view. | 00269371 |
Hotfix R183 V3
Scheduler bug fix | Bug number |
|---|---|
Fixed an issue where moving scheduler objects caused value overlap, preventing items from displaying correctly. | 00270719 |
Admin bug fixes | Bug number |
|---|---|
Fixed an issue where navigating beyond the first page of search results in Saved Imports caused blank pages and missing imports. | 00269612 |
Fixed an issue where imports into Varicent ELT failed due to an error. | 00268976 00270593 |
Composer bug fixes | Bug number |
|---|---|
Fixed an issue where clicking 'Web View Restrictions' for a data store resulted in an error message instead of displaying the restrictions view. | 00268250 |
Fixed an issue where expanding column width in the UI only affected the header and not the values, and expanding folders left a blank space between rows upon collapsing. | 00269371 |