Portal 01.31.2023 Release Notes

Portal 01.31.2023 Release Notes

Overview

This document details the release of the Portal upgrade including product enhancements and bug fixes. Details are covered in the sections below.

Product Enhancements

  • Add New Portal and Workflow URL Keywords and Links to Custom E-Mail Templates and System Settings to Support Single Sign-On (SSO) [SB-3015]
    Added new keywords for the Portal Home Page URL, Portal Workflow Admin URL, and Portal Workflow Queue URL to E-Mail Templates and changed the login button in Systemwide E-Mail Templates to use these keywords instead of the original Portal Login URL keyword. Additionally, the Single Sign-On (SSO) section related to the Company Identifier on the System Settings tab in the Company Profile section of the Portal was updated to display clickable SSO links for the Portal Login URL and Portal Home Page URL.

  • Update Group Editing on the Create and Edit Basic Workflow Definition Pages in the Portal [SB-3023]
    Updated the Create and Edit Basic Workflow Definition pages in the Portal with a new simplified UI for editing Groups.

  • Remove the "Set Main Menu Work Order Sort Order" Configuration from the Configs Section of the Portal [SB-3038]
    Removed the Set Main Menu Work Order Sort Order Config from Configurations tab in the Company Profile section of the Portal.

  • Change the Send Draft Button Label in the Web App [SB-3040]
    Changed the label on the Send Draft button to "Send Form" in the Form Viewer of the Web App.

  • Update the My History Section to Include Forms Users Have Taken Actions on Regardless of Any Form Edits in Workflow [SB-3041]
    Updated My History in the Workflow section of the Portal to include Forms that the User has taken an Action on without making any changes to the Form while in Workflow.

  • Update the Add a New Value Field in the Drop-Down List UI for Datasource Regions in the Web App and Workflow [SB-3042]
    Added a new field for entering new values to Datasource Region drop-down lists when the Allow User to Enter a New Value setting is enabled for the Region when filling out Forms in the Web App and the Workflow Form Viewer in the Portal.

  • Add a Roles Filter to the User Login Report in the Portal [SB-3043]
    Added a Roles Filter to the possible Filters on the User Login Report in the Reports section of the Portal.

  • Add a Prompt to Remove Associated Devices when Users Are Deleted in the Users Section of the Portal [SB-3044]
    Added a new prompt to remove all associated Devices with User when Users are deleted in the Users section of the Portal.

  • Rename the Disable Prompt Before Send Config Label in the Configs Sections of the Portal [SB-3048]
    Renamed the Disable Prompt Before Send Config label to "Enable Prompt Before Send" in the Configurations tab in the Company Profile section of the Portal.

  • Remove the Beta Portal References on the Portal Home Page for All Users [SB-3050]
    Removed the introductory text referencing the Beta Portal on the Home Page in the Portal for all User Roles and users with no Roles.

  • Change the Landing Page for Section Specific Systemwide User Roles in the Portal [SB-3056]
    Updated the landing page for the built-in System Roles to go to the most likely used section when first logging into the Portal. Mobile Forms Administrator and Users with multiple System Roles assigned or Custom Roles assigned will have the Portal Home page as their landing page. The System Roles affected are: Analytics User, Form Data Uploader, Form Publisher, Online Docs User, Reporter, Web App User, Work Order Dispatcher, Workflow Reporter, Workflow Administrator, and Workflow User

  • Change the Edit Recipients Save Behavior in the Form Templates Section of the Portal [SB-3066]
    Updated the button labels and the save behavior on the Edit Recipients page in the Form Templates section of the Portal to return to the Form Templates section after saving changes to a Form Template's Mandatory Recipients.

Bug Fixes

  • Investigate and Fix Main Menu Tooltips Preventing Access to the First Sub-Menu Option in the Portal  [SB-3020]
    Fixed issues with the Main Menu tooltips blocking the sub-menu items when the navigation bar is minimized for Analytics and Workflow in the Portal. 

  • Investigate and Fix Authentication Issues With the SSO Related to Browser Cookies [SB-3021]
    Updated the SAML third-party library used for Single Sign-On (SSO) to the latest version to resolve the identified SameSite cookie issues reported when logging into the Portal.

  • Investigate and Fix Completed Work Orders when the Status Filter is Set to Cancelled in the Work Orders Section of the Portal [SB-3032]
    Fixed an issue with the Cancelled Status Filter in the Work Orders section of the Portal including Completed Work Orders in the resulting table data instead of just Cancelled Work Orders.

  • Investigate and Fix Issues with Claiming Workflow Work Orders for Forms Generated Using the Submit Form Step in Workflow [SB-3033]
    Fixed an issue in the Web App when claiming Workflow Work Orders that were submitted through the Submit Form Workflow Step.

  • Investigate and Fix Being Unable to Enter a Value in the Search Field of Datasource Region Drop-Down Lists in Web App and Workflow [SB-3035]
    Updated the Search field in Datasource Regions to always be clickable and automatically set the cursor to the Search when the drop-down menu is click on in the Web App and the Workflow Form Viewer in the Portal.

  • Investigate and Fix Issues with Setting an Image for a Camera Region in the Submit Form Step in Workflow [SB-3036]
    Fixed an issue with not allowing Camera Regions to be loaded with images when using the Submit Form Step in Custom Workflow Definitions.

  • Fix the Typo in the Workflow Definition Found Error Message when Deleting Form Templates in the Portal [SB-3060]
    Fixed a typo in the error message shown when deleting a Form Template that has an active Workflow Definition associated with the Form Template in the Form Templates section of the Portal.

  • Investigate and Fix the Merge & Download PDFs Action Not Working for More than 40 Sent Forms in the Portal [SB-3068]
    Fixed an issue with the Merge & Download PDFs option when more than 40 Sent Forms are selected in the request in the Sent Forms section of the Portal.

  • Investigate and Fix the BCC Recipients Field Not Using Project Associations when Creating and Editing Folders in the Portal [SB-3070]
    Updated the BCC Recipients field to only display Users that have access to the Folder when editing Folders in the Portal. Additionally, the BCC Recipients field was removed from the Create Folder page in the Portal.

  • Rename the "Add Folder" Button Label in the Folders Section of the Portal [SB-3071]
    Renamed the "Add Folder" button label to "Create Folder" in the Folders section of the Portal.

  • Investigate and Fix SSO Authentication Issues Related to Preserving Browser Cookies [SB-3075]
    Fixed issues with browser cookies not being retained when logging in through the SSO Authentication process in the Portal. Deployed as a hotfix on 2/2/2023.


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