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AWS 10.1.1.145 - Week of September 12, 2022

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It's brand new and it's all for you!

Admin Settings

Track the progress of Scheduler processes and tasks

In this release, it's easier than ever to track the progress of a Scheduler process and the individual tasks in that process. When you run a Scheduler process, the progress bar from the global actions status icon will now reflect the number of completed tasks compared to the remaining tasks.

Introducing newly relaxed Global Actions

In this release, we're introducing efforts to relax global actions across Incentives models.

Notice

This feature currently only works on non-production AWS models. If you're interested in enabling this feature, please contact Support.

With this feature enabled, here are some of the actions you can take while a global action is running:

  • Run multiple imports simultaneously

  • Edit, clear, and transform table data

  • Create and edit calculations

  • Purge periods on your tables and calculations

  • Set tables to web viewable

  • Create and edit data stores

  • Lock calendars

Important

There are limitations to each of these listed actions. Please contact Support for more details.

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Data Module

Introducing the new data connectors

We've added even more options for you to add data to a table. You can now import data through:

You can access these new data connectors from the Data and Composer modules.

Choose where to put your tables in the Composer module

Now, when you create a table in the Data module, you can choose a target component for it within the Composer module. To read more about creating tables in the Data module, read: Creating a table from the Data module.

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Excel Add-In

Do more with the Varicent Excel add-in!

We've added new functionality to allow you to do even more with your data using the Varicent Excel add-in.

You can now add filters to your Incentives tables, calculations, and data stores to show only the data you want to see in Microsoft Excel. You can also edit, delete, save, and reuse saved filters in Excel.

To learn more about using filters in the Varicent Excel add-in, read: Using filters in the Varicent Excel add-in.

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Loved it before? Wait until you see it now!

Admin Settings

Profile settings get an update

Under Profile settings you can now access your profile, notifications, password, and API key. Under the Profile tab, you can view your user and login settings. Under Notifications, you can set the emails that you want or don't want to receive when actions are taken within an inquiry. Clicking the Password tab, you can change the password used for your account. In the API key tab, you can generate, delete, and regenerate an API key. To learn more, read: Profile settings

It's now easier to manage users on your models

We've updated the User and permissions page in Model settings settings.svg to allow admins to more easily manage the users on their model.

The Manage roles page is now the Role permissions page and allows you to quickly view the permissions assigned to each user.

The Audit page gets rejigged

We've made the following changes to the Audit page to ensure that the most important information is easier for you to view:

  • Rearranged the columns to put the Audit ID and event first

  • Increased the width of the Summary tab so that you can easily view more information about each action

  • Changed the page count so that more actions are on the page

We have made updates in Migration.

We made updates to the cluster size generated during migrations. Based on your database size, RDS will create the cluster at either two times the size or four times the size before migration begins.

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Data Module

Easily access the History Viewer from the Data module

With this release, you can now link to the History Viewer from the homepage of the Data module to view how your table has changed over time. To learn more about linking to the History Viewer, read Linking to the History Viewer.

The Row Viewer is better than ever!

In this release, we've updated the Row Viewer in the Data module to be more intuitive than ever before.

  • Calculated columns will now have a green background with a calculated column icon function-math.svg to differentiate them from the other columns in your table. To learn more about using calculated columns, read: Adding a calculated column to your table.

  • Lookup columns will now have a purple background with a lookup column icon migrate__1_.svg to differentiate them from the other columns in your table. To learn more about using lookup columns, read: Adding a lookup column to your table.

  • Double-click, or click and press Enter or Return, a calculated or lookup column to open the Edit column panel.

  • Click a column or cell to deselect your previously selected column or cell and highlight the newly selected column or cell.

Get instant feedback on your data edits

Now, when you edit your data directly in the Row Viewer, or from the Edit row panel, you'll get instant feedback to show whether the edit was successful or not. If the cell turns green with a checkmark, your data edit was successful. If the cell turns red, a message will appear to explain why the data edit failed.

To learn more about what you can do with your tables in the Row Viewer, read: Viewing your table data.

Easily search through columns when creating a pick list

We've made it easier to create a table or import data into a new table that uses a pick list in the Data module. You can now search for a column to use for the pick list instead of scrolling through all the available columns.

Quickly view your starred tables

With this release, you can now star your favorite tables in the Data module. From the Data module homepage, you can filter your tables to easily access these starred tables.

Default date format for excel imports.

We have implemented a default date format of MM/DD/YYYY instead of a selecting a date format from a drop-down list every time you import an excel file.

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Forms Module

Forms get operators and IDs

For this release, we've improved the Forms module by adding range operators for input rules. This helps to easily validate whether a given numeric or date value is within a specific range.

In addition, you can now define an optional start number for auto-generated IDs. You can also define and select values from any field and column to populate prefixes and suffixes. This gives you the ability to generate IDs that are easy to identify.

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Reports Module

Presenter Adaptive gets a boost

For this release, we've enhanced some Presenter Adaptive features to improve your overall reporting experience:

  • An updated layout for the accordion menu to increase the contrast between a group of options. We changed the background to show a light grey color instead of white, so you can easily distinguish from one section to another.

  • You can now download chart data to show in numeric format in Excel. To learn more about Presenter Adaptive charts, read: Adding charts to a Presenter Adaptive report.

  • More versatility for the simple gauge chart where you have the option to display color and performance ranges to easily see how your performance compares to the expected performance.

  • Additional accessibility options for charts where you can navigate to specific parts using the keyboard and enable the screen reader for titles, chart types, and text description.

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Scheduler Module

Scheduler facelift coming soon!

New scheduler experience is on it's way, coming to your Admin client soon. It is a facelift to the old Scheduler look and feel. Everything works the same, but looks so much better.

Now, you create a schedule, and add tasks and runs to the schedule. All schedules created are now listed separately which will expand into each schedule's run status details.

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Hey, this works a little differently now

Workflows and Inquiries

Inquiry Workflows features hidden on the mobile app

Note

This behavior change is effective from the week of August 15, 2022.

When viewing the Sales Portal on the mobile app, the following features are now hidden:

  • Notification settings

  • Message center including Inquiries (My inquiries and All inquiries), Archived inquiries (My inquiries, Unassigned, Assigned, and Inquiry logs), and Workflows (Available, Pending, and Completed)

  • Within reports, the copy row to inquiry button. New inquiries via mobile cannot be submitted.

  • In-app notifications for existing or new inquiries

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Mobile

Improved SSO Certification login.

We have made improvements with SSO enabled login so that when you log out from your Varicent mobile application, your device browser session ends as well.

Note: Users need to have a certificate profile on their iOS/ Android device that they want to use for authentication. The default should be set to a native phone browser (Safari for iOS and Samsung for Android) to make the certificate-based authentication work.

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Look, we fixed it!

We’ve been working hard to stomp out these bugs:

Presenter Structured Bug Fix

Bug Number

Resolved an issue where, a column in the report contains a URL link which displays two parameters that were needed on the report to display the data, yet it does not display the data.

00221818

Presenter Adaptive Bug Fix

Bug Number

Fixed an issue where, when attempting to make multiple changes in a report and saving it resulted in an error.

00222014

Resolved an issue where, records in a table were not displayed based on the quarter selected by the user in the Period field.

00223227

Composer Bug Fix

Bug Number

Fixed an issue where, when trying to delete a record with more than one Effective Start/ End Date, the options to fix the gap in time were incorrect or resulted in an error.

00222118

Resolved an issue where, when viewing current values of an inbound or outbound connection, the page loaded for a few seconds and then displayed no records.

00221116

Resolved an issue where, when viewing current values of an inbound or outbound connection resulted in an error.

00221116

00223005

Workflow Bug Fix

Bug Number

Fixed an issue where, when changing the browser language settings to Dutch resulted in an error.

00223491

PPO Bug Fix

Bug Number

Resolved an issue where, 'MC 0160 Payee Filter Results CombinedFilter' calculation sync got stuck at 99%.

00223613

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