Lighthouse Release Notes

Non-Compliance

Fixed

  • Bug that was wiping Requirement Outcome when finalised and using the Other Category.

Global

New

  • Improved the Page Loading Speed of the Log within the Data Source screen. 

Custom Modules

Fixed

  • Bug allowed field types to be changed with a submission that used the field type.  
  • Numeric Value with a minus value not honouring authority conditionality.  

Custom Modules

Fixed

  • User Interface long tail bug where file upload and long text field overlap.  
  • Incorrect Validation on User, Group and Processing Team Fallback on Schedule Creation functionality.  
  • Date clearing functionality is not to be honoured in Schedule Creation. 

Non-Compliance

Fixed

  • Bug causing Requirement Questions to load when switching breach category during the Finalisation Stage. 

Custom Modules

New

  • Authority number appended to a Notification Event.   
  • A search field and sorting headers to the Notifications tab  
  • The Submitted from Pending Submission Event has been added. It is triggered only for a form submitted from Pending Submission.  

Fixed

    • Authority outcome labels reverting to default values when calculating which outcome to show.   
    • The bug causing the Schedule Creation-Copy not to clear the existing data field when set.   
    • The bug causing User Must Submit to validate in specific scenarios incorrectly.   
    • Parenthesis in Authority names causes an error.  

Custom Form

Fixed 

    • The bug is causing an error when attempting to delete a requirement with linkages.    
  •  
Global Settings
Fixed
  • Bug causing Single Sign On (2) Label from being saved.
Custom Form
New 
    • Additional Custom Form Optimisation to prevent potential execution timeouts.  

Home Garaging

Fix 

  • Bug caused by incompatibility Duration dates. 
  • Finance Officer User Selection Field bug that allowed the selection of users outside the group.

Non-Compliance

Fixed

  • Bug causing Non-Compliance Breach History to not include the instance itself. 

Data User Import

Fixed

  • Manager’s Identifier only honouring Login ID, instead of either Email Address or Login ID. 

 

Customer Form New 
  • Enhanced validation warning functionality to handle Conditional Types of ‘ALL’ better.
Non-Compliance Fixed
  • Bug caused when deleting an Control that has been linked to a category.
  • Bug causing intermittent search results when searching for a Non-Compliance Breach.

Data Source 

Fixed 

  • Bug that reported already inactive users as being marked as deactivated in Import Log’s Details file. 

Custom Form 

New

  • Ability to present an initial row for Expenditure Grids to enforce the addition of an Expenditure within a form. Contact Customer Success if you are wanting to implement this feature.  

Reporting 

Fixed 

  • Bug that occurs when adding fields and manage column headers within a certain sequence.

New 

  • Deleted Reasons is now an available select field for reporting. 

Custom Form 

New

  • Ability to schedule amendments on a Custom Form based on frequency and/or a specific date field within the form.  
  • Enhanced form optimisation to remove redudanct calculations of Workflows where necessary.

Global

Fixed

  • Bug preventing the inclusion of Past User appearing in User Selection Dialog Boxes.  
  • Bug preventing users from updating their Org Unit within the My Details screen.  

CabCharge 

Fixed 

  • Incorrect Decimal places in CabCharge rate card.

Custom Form 

Fixed

  • Form Loading and Pre-Loading Optimisation to improve Authority Selection and the loading of multiple authorities within a form.  

 Home Garaging 

Fixed 

  • Fixed bug causing users with permissions to not see original document.  

CabCharge 

Fixed 

  • Fixed Bug not honouring the single product selection within the field settings of the CabCharge Product field.  
Custom Form Template  

Fixed 

  • Bug causing Custom Form Templates Log to occassionally not appear for Processing Team Members.  
Surveys 

Fixed 

  • Bug causing the question conditionality to not work. 
  • Bug causing the Min and Max values not appearing in question summary.  
Custom Form Template 

Fixed 

  • Bug causing image files to lose their filenames and favicon when amended. 
  • Bug preventing final validation on an authority when submitting an amended form application. 
  • Bug causing incorrect notifications being sent using a Single Select – Radio field as the target answer type.  
Global 

Fixed

  • User or Group Selection Pop Up Modal search algorithm optimised to accomodate spaces in search times. 

New 

  • Added Validation check when same user is selected for Primary and Duplicate user in merge function. 
Custom Form Template 

Fixed 

  • Bug preventing users from being selected in the Allocate function. 
  • Bug sending notifications using last saved date trigger to applications that weren’t pending submission. 
  • Multi Select field values now wrap.  
  • Bug that causes authorities to drop when copying a form  
Reports 

Fixed 

  • Bug that was causing reporting time outs.  
Global 

Fixed

  • Schedule Data Sources ignore the do not import users control if user count goes over license.  
  • Added a warning message when the primary and duplicate user are the same when performing a User Merge in the User Management screen. 
Vehicle Management 

Fixed

  • Vehicle Control Officers receiving Vehicle Usage Return notifications incorrectly.  
Global 

Fix 

  • Return Popup Title change to be more return specific.  
Custom Form Template 

New 

  • Introduces a new Allocation Setting that allows the configuration of which users a form can be allocated to, either all authenticated users or users within an authority of the form.  
  • Status of a field is only displayed when Include Inactive is selected within the Fields Configuration Screen.  

Fix 

  • Bug that prevented the Submitter Declaration from appearing if the Form had no Authorities.  
Survey 

Fix 

  • Bug that miscounted the selected users when using the select options.  
Report Builder 

Fix

  • Bug that occurred when exporting any Pivot Grid to excel.  
  • Bug where custom fields may not appear for non-compliance reports.
Global 

Fix 

  • Bug causing Notifications that are recurring and based on Last Workflow date to be sent every 30 minutes.  
Custom Modules 

New 

  • Change Include Custom Fields menu link to Update Field Schema 
  • Ability to see the Title and Subtitle of an Item within a Form Reference field is now configurable based on all users or user with permissions to the item.  
  • Hard limits on Section Names and Titles 

Fix 

  • Lookups that are imported into Lighthouse through an attachment of a Form Import loss their hiearchy.  
Surveys 

Fix 

  • Bug that did not store the Users Organisation Unit when added by Group.  

 

Custom Modules 

New 

  • Additional functionality to the Notifications Target Answer Trigger to allow for a notification to be sent based on which authority the form is being submitted to. 
Custom Module 

New

  • Ability to display a list of links to that are using the Application within an existing Form Reference Field.  
Authority 

Fixed 

  • Bug preventing groups that have All Active Users criteria from being selected in Authorities.  
Non-Compliances 

Fixed 

  • Bug allowing finalised breaches to be edited.  
Custom Modules 

Fixed 

  • Bug falsely reporting issues with pre-requisites in a form.  
Custom Modules 

New 

  • Validation of a form when importing a Custom Form Module including checks of on pre-requesities.  

Fixed 

  • Bug that prevents an Application Forms Status changing from completed when the form is returned.  
Authorities 

Fixed 

  • Known issue where Groups Only Authority Groups weren’t displaying the child group. 
Non-Compliance 

New 

  • Setting Screen and tabs have been refactored to increase loading times  
Groups 

Fixed 

  • Issue with members not updating dynamically in the Groups Members based on Position, Level, Email address partial and Org Unit.  
Custom Modules 

Fixed 

  • Known issue with Target Answer Notification Triggers where multiple triggers only result in the first trigger being used.  
Global 

Fixed 

  • Slow speed or loading time faced when an initial user logins in for the first time into Lighthouse.
Groups 

New 

  • Groups with Large memberships have been reworked to increase their performance with displaying their members within the groups field.  

Fixed 

  • Known issues when using the Exclude criteria for the Position Attribute.  
  • Issue with including all Active Users if there is no criteria in the Include criteria of a group.  
Custom Modules 

New 

  • Custom Modules (Formerly Custom Form Templates) have been refactored with the focus on performance and optimisation.  
User Management 

New 

  • User Interface changes to the User Management Screen.  
  • User Management has been refactored with a focus on performance and optimisation decreasing the amount of time taken to view all users or utilising the filters available.  
Global 

Fixed 

  • Single Sign On Authentication remains functional when licence inclusions are expired or exceeded by an Organisation.  
Report Builder 

Fixed 

  • Amendment Reference number not iterating.  
 Custom Modules 

Fixed 

  • Bug causing application to continue through workflow steps even if Authority wasn’t selected. .  
Hospitality Module 

Fixed 

  • Bug causing Reconciliation ID to be exposed in In-Tray Title 
Custom Form Templates 

New 

  • Ability to trigger an application amend based on an appending syntax to the application’s URL.  
Report Builder 

New 

  • Addition of the reporting column Authorisers – Level.  
Custom Form Templates 

Fixed 

  • Bug with Authorities 
Compliance Surveys 

New 

  • Added Column in Exception report to display the additional information submitted with exceptions.  
Compliance Surveys 

New 

  • Warning Message if no reporting period has been selected.  
  • Exceptions being displayed incorrectly. 
User / Org Unit Import Export 

New 

  • Bug causing the non-operation of the Purge Unused Users 
Report Builder 

Fixed 

  • American Formatted Dates appearing after initial load. 
  • Bug causing time out on certain datasets. 
  • Reformatting Submitter – Days Ago to only 2 decimal places.  
  • Bug caused when identifier column is removed. 
Custom Form Templates 

Fixed 

  • Expenditure and Payment Dataset not appearing in Reporting dataset list.  

 

Report Builder 

Fixed 

  • Bug causing data to be displayed as blank 

 

New

  • Submitter merge fields available within an Applications In-Tray Title and Subtitle.

Fixed

  • Payments not appearing in Purchase Grid if no workflow exists.
  • Optimised reporting engine.
  • Optimised  system-wide performance.
  • Optimised maintenance routine.
Global 

New 

  • Maintenance Routine optimisaed.  
Custom Form Templates 

Fixed 

  • Rounding up on Numeric (Currency) inputs over 6 digits 
Survey 

Fixed 

  • Exceptions not being displayed correctly after being recorded.  
Custom Form Templates 

Fixed 

  • Bug causing notifications to be sent incorrectly.  
  • Bug not honoured hidden section permissions and enforcing authority field mandatory claim.  
Non-Compliance 

Fixed 

  • Unlocking Breach causing Org Unit Supervisors to be overridden.  

New 

  • Linking External Users by Email Address and displaying history.  
Lookup Lists 

Fixed 

  • Read Only permission bug 
Custom Form Templates 

Fixed 

  • Default Prefilling of Authorities disabled.  
Integration 

Fixed 

  • Bug causing CabCharge Lookup Lists from populating.  
Global 

New 

  • Export optimisation for Email Logs to be exported efficiently.  
Report Builder 

Fixed 

  • Bug causing large reports timing out when exporting to excel. 

New 

  • Displays full path of Lookup Lists in Report Builder 
Integration 

Fixed 

  • Bug causing Power BI Dashboards from rendering with up to date data. 
Hospitality 

Fixed 

  • Bug that wasn’t allowing the “Requires for Official Hospitality” check setting from being honoured.  
  • Bug preventing some the ocrrect spending approver from receiving reconciled application.
Report Builder 

Fixed 

  • Bug preventing Report Builder’s Pivot Grid from rendering 
Global

Fixed 

  • Optimising Organisation Unit Search 
User / Org Unit Import Export 

Fixed 

  • Bug causing users to be added and then removed due to multiple users.  
Report Builder 

Fixed

  • Child reference not appearing correctly.  
Lookup Lists 

Fixed

  • Increase height and ability for longer lookups.  
Global 

Fixed 

  • Error log displays outside fixed box width.  
  • Notification Templates rendering a single character if To line is blank.  
 Custom Form Template 

Fixed 

  • File Upload Attachment displaying by default. 
  • Inactive fields availble in conditionality dropdown. 
  • User Selection Field optimised to accept variable email inputs 
Report Builder 

Fixed 

  • Bug when modifying column names.  
  • Bug which disables the manage column names when modifying column order.  
  • Importing Report with Custom Form Templates with Column Names override, doesn’t render. 
Survey 

Fixed 

  • Prevent multiple exceptions from being recorded.  
Lookup 

Fixed 

  • Lookup addition permission issue 
Custom Form Templates 

Fixed 

    • Authority field selection to use Authority Name instead of label.  

 

Custom Form Templates 

Fixed 

  • Ability to scroll within the values input field in a Multi-select field settings screen.  
  • Help Text disappearing after form is saved or submitted.  
  • Help Text not duplicating when a field is duplicated.  
  • User Interface where Custom Form Log appears outside boxed content.  
  • Restricting the creation of forms if users is outside the restricted group or form is inactive.  
User / Org Unit Import and Export 

Fixed 

  • Data Source Configuration role to explicitly have visibility over data sources allocated to the data source configuration role.  
Group 

New 

  • Group Management screen optimisation.  
Non-Compliance 

Fixed 

  • Failed validations cause Date Picker CSS to drop off.  
Global 

New 

  • Power BI Dashboards can be embed into Lighthouse within a Note Field or Pre-amble.  

 

Global

Fixed

  • Employee Number and Level not updating during manual user file upload.
Custom Form Template

Fixed

  • Hard Error caused when nominating a User Selection Field in Section Permissions.
Non-Compliance

New

  • Header Filtering in Non-Compliance advanced metadata tables.
  • Reporting Periods Start and End Date Label Changes
  • Ability to close open reporting period by bulk.

 

Custom Form Templates

Fixed

  • Contact Field Type’s Help Text not displaying.
Non-Compliance Survey

New

  • Additional settings to allow for the Non-Compliance within the Table to show the status of the intances or hide it.

 

Global

Fixed

  • Employee Number and Level Not displaying true value in user export and import logs.
  • Hard Error cause if Contact Phone Number was too long.
  • Multiple User Meta Data fields causing hard errors when input values are too long.
Non-Compliances

New

  • Non-Compliance Category Codes (Unique Identifers) are mandatory.
Entertainment

Fixed

  • Fixed reminders being sent to original spending approver when application is in reconcilation status.
Global

Fix

  • Lookup’s render area is now dynamic to the options presented.

New

  • Risk Rating Field’s Consequence and Likelihood now have individual reporting fields.
Reporting Permissions

Fix

  • Permission isn’t visible by default if End Date has lapsed.
Custom Form Templates

Fix

  • Previous authority validation failing if authority no longer has required spending limit.
Non-Compliance

New

  • Non-Compliance Advanced Meta Data is now available in the report builder for submitted Non-Compliances.
Custom Forms

Fixed

  • Help text not appearing for specific Lookup fields under specific scenarios

New

  • Exporting and Importing Custom Form Templates includes saved Reports.

  • Unique Identifiers can now be generated for a form as a founding step to the development of ‘States’ to Form Templates.

Reporting

New

  • API Key Generation and Management to provide a method for Data Analytics Tools such as PowerBI to pull data from reports minutes
Custom Forms

New

  • Addition of the viewers role, notification template used, Validation messages and further explicit logging.
  • Custom Form query optimisations to improve form loading time.

Fixed

  • Copied Forms lose Authority Fields linkage to Authorities.
Reporting

Fixed

  • Blank expenditure and payment fields in Report Builder.
Import and Export
New
  • Options when import a user and organisation file to reset organisations using the data in the file or only update the changes.
Custom Forms

New

  • Authority Popup Modal Title changed.

Fixed

  • Fixed Authority field type using Authority’s Name instead of Label.
Non-Compliance

New

  • Reporting Periods have been moved out of the Settings tab and into their own Tab.
  • Deleted Reasons have been moved out of the Settings tab and into their own Tab.
  • Non-Compliance Survey settings within the Non-Compliance module have been moved out of the Settings tab and into their own Tab.
  • Deprecated Settings have been moved to the bottom of the settings page.
  • The non-Compliance Settings’ help text has been reworded (where applicable) to clarify their function.
  • Introduction of the Advanced Configuration for the Non-Compliance Module.
  • Ability to Export Non-Compliance Taxonomies into an Excel Format.
  • Ability to Import new and amended Non-Compliance Taxonomies into the Non-Compliance Module using an accepted excel format.
  • Additional Tab in the Non-Compliance Settings to show import logs associated with the new import function.
  • Additional fields within the Advanced Configuration to allow the collection of Review Cycles, Control, Monitoring Events, and Monitoring Stakeholder.
  • Additional fields that provide linkages between individual lookup lists.

Fixed

  • When N/A responses are selected after a defined non-compliance response, the N/A counts as an instance.
Surveys

Fixed

  • Delete Popup warning’s incorrect participant count fixed. 
  • Non-Compliance Category appearing on Assurance Surveys and General Surveys.
  • Conditionality or pre-requisites displays are re-worked to be more explicit in the Survey Admin view.
Accountable Forms

New

  • Accountable Forms DAtasets are not available in the Report Builder. 
  • Pending Action Form Transfers can now be undone or retrieved by Registry Owner.
  • Register Owner and Checking Officer’s identification split between Login and Name on Master registry list.
  • Additional Last Issued date on Master Registry list.
  • Location search method changed to ‘contains’ by default.
  • Location and Organisation Unit now concatenated under Registry Title.
Global

New

  • Multi-Factor Authentication layer available to be switched on for Users authenticating outside a Single Sign-on method.

Fixed

  • Fixed the User Interface issue with the actions button on the User Import screen when the view doesn’t below to configuration group.

 

Custom Forms

New

  • Ability to have an under caption help text and a tooltip for a field, including Custom Fields in other modules.
  • Complex Fields such as Contact, Payment Manager, and Expenditure Grid now have Help options.
  • Authorities with a single user will automatically be selected in an authority user selection field.
  • Numerical Field Configuration re-organised to be more intuitive.
  • Numerical Field Configurations improvements on validations and error messaging.

Fixed

  • Fixed Section title not being visible when a section is empty.
  • Fixed Reporting Permissions taking priority over Section Permissions within a form. 
Group

Fixed

  • Added missing Member Criteria label in the group configuration screen.
Reporting

Fixed

  • Fixed missing requirement column on Non-Compliance Report export.
Authorities

New

  • New Authorities accordion will be expanded and centred on user interface after initial creation.
User Management

Fixed

  • Fixed incorrect user count in warning message during manual import preview.
  • Fixed error being generated when attempting to delete a user connected as a Finance Officer.
Global

New

  • Create Application button added to in-trays of modules related to applications or records.
  • Create Application button can be re-labelled based on the Custom Form Application Label naming convention.
  • Additional Improvements on Printing output of a Custom Form.
  • Move Add button outside of the input boxes when multiple file input boxes appear.
  • Add validation on User Edit Screen for the Cost Code field.
  • Ability to Deselect and Reselect search criteria.

Fixed

  • Fixed Missing Classification/Level tab in System Settings.
Global

New
– A verbose warning when uploading users that exceed the number of allowed users.
– Ability to rename the Classification and AGS Number attributes throughout Lighthouse including Groups, Merge Fields and User Management input fields.
– User and Organisation Structure Data Source Logs are now seperate files.

Fixed
– Go To Item email button has had its width restored.

Reporting Permissions

New
– Ability to provide a user or group reporting permissions for a Non-Compliance category or sub-category.

Non-Compliance

New
– Ability to create Custom Fields within the new ‘Category’ section.
– Replaced Vendor box with a Custom Field Section.
– Ability to utilise conditionality within Non-Compliance Custom Fields.
– Included all Custom Field Types that are not related to a module as options, that can be added as Custom Fields.

Entertainment

Fixed
– Fixed Attendees summation field not operating accurately.
– Fixed Error Messaging typo.

Custom Form Templates

New
– Ability to customise the New Application label for a form on the Tile Dashboard.

Fixed
– Removed the default inclusion of Payment and Expenditure columns in all default Custom Form Reports.

Global

  • Fixed the fatal error generated when a non-group is saved in particular group inputs.
  • Fixed the loss of conditionality when exporting and importing a custom form.

Non-Compliance

  • Ability to configure Non-Compliance Responses on a question level which includes the ability to use the system default.

Accountable Forms

  • Introduction of an Open Date in the Accountable Forms Registers Grid, also available in the Export. 

Global

  • “Go To Item” email button left and right padding fixed.
  • Compress View button length to accommodate the icon.
  • Changed ‘Required’ text to red to match best practices.
  • Additional standardisation coverage on Tooltips and Help popups.
  • Table headers background change to make headings more obvious.
  • Fixed height for large Lookup lists.
  • Adding Filename Validation and replacement for illegal characters in an uploaded filename.
  • Menu structural changes to accommodate more menu items if required.
  • Ability to change default currency from AUD to other common currencies throughout Lighthouse.

Custom Forms

  • Configurable screen’s Note field text change to Black to match contrast best practices.
  • Fixed error caused by clicking on authority with special characters in name within the authority edit field of custom forms.
  • Fixed validation issue when a Note Field only contained a video or image.
  • Numeric Custom Form Field now has a Percentage (%) mask.
  • Fixed issue of Inserting Video into Note field not rendering video due to parsing issue.
  • Custom Form application inbox titles and sub-titles change retroactively.
  • Added Option to include completed applications in Custom Forms Event-based notifications.
  • Introduction Placeholder functionality for Short and Long texts to match form creation best practices.
  • Changes to the Long Text field character limit counter to make the remaining characters more visible.
  • Additional functionality to Custom Form Templates to schedule Form creation and application allocations, using once-off or recurring schedules.

Non-Compliance

  • Added additional validation to stop the ability to submit a non-compliance for a category outside its effective date.

Payment Manager

  • Removed the additional Add Payment button.

Entertainment

  • Addition of a total attendee’s field that calculates the total attendees from the attendees’ group number fields.

User Import / Export

  • Introducing Azure Active Directory integration to import users from Azure as a data source.

Custom Forms

  • New function to set the conditionality to be based on a Classification.
  • Fixed the error that occurred when attempting to delete a form that has been linked through a form reference.

Non-Compliance

  • Fixed default ‘how did this occur’ text duplicated on submission of non-compliance.

User Import

  • Fixed empty cells in user import crashing importer.

Non-Compliance

    • Fixed – The default Non-Compliance Lookup list item re-applying after submission.
    • Fixed – Non-Compliance categories with collapse successive questions settings cause identified non-compliance to be not considered.

Reporting 

    • The Form application reference number now appears hyperlinked within the Reporting Dashboard.
  •  

Non-Compliance Survey

  • Made it mandatory to identify at least one non-compliance before submitting a survey
  • Can now configure the visibility of the ‘Allocate’ button
  • Can now configure the visibility of the ‘Escalate Email’ button
  • Can now configure where the ‘Corrective Actions’ field appears
  • Can now allow hierarchical categories
  • Can now allow multiple processing teams to be allocated via categories
  • The ‘View as Report’ link has been included in survey questions to open a new tab showing each non-compliance in more detail
  • Old/pre-existing reports can now report against categories in non-compliance
  • Can now select ‘All Categories’ in ‘Survey Management’ to include all non-compliance categories for a section
  • Can now jump straight to the ‘non-compliance detail report’ from the survey grid view
  • The text in the survey grid has been updated
  • Can allow survey admins to select non-compliances from all categories, or none at all
  • The ‘Number of Instances’ field has been updated to include:
    • Numeric characters only
    • No negative values
    • A configurable maximum value.
  •  

Custom Forms

  • Fixed issue whereby users could submit to next authority without selecting a user or group for that authority
  • Fixed issue whereby applications returned to a previous authority (not draft) were incorrectly showing as “Pending Submission”

Custom Forms

  • Fixed issue whereby the return option was at times incorrectly unavailable

PIPE (New Module)

  • Pipe interrogates data source (e.g. your finance system) and creates potential non-compliance reports based on the rules you choose to apply

Custom Forms

  • Can now send notifications based on yes/no or lookup responses

Surveys

  • Can now import/export surveys

System

  • Can now import/export lookups
  • Can now import/export groups

Custom Forms

  • Fixed issue in settings where certain notification recipient role types weren’t displaying in the grid
  • When including an item grid, can now select the type
  • Can now add and/or link item types in forms
  • Submit confirmation messages and authority search dialog now show the custom label for the authority specific to the form type
  • Fixed issue where reminders based on complex notification parameters sometimes weren’t sending
  • Fixed issue where contacts weren’t being deleted upon save

Items

  • Now includes all normal field types (e.g. lookup lists, classifications, GL codes, cost centres etc)
  • Can now choose to hide item types from dashboard
  • Can now hide the “Roles” section
  • Can now inherit permissions from associated custom forms

Non-Compliance

  • Now includes pending non-compliances in the history list
  • No longer insists on entering instance counts when not applicable

Surveys

  • Fixed issue whereby new short/long text input fields couldn’t be specified as longer than 100 characters
  • Fixed issue where it wasn’t updating non-compliance category and question options upon save
  • Questions now run all the way to the right of the page

Custom Reports

  • Can now report on all authority elements (e.g. label, outcome, dates, etc) in custom form reports
  • Fixed issue where inactive form types would display empty reports in custom form reports
  • Fixed issue where using column header overrides would occasionally give a hard error
  • Reports no longer include HTML code when exported
  • Now includes all circumstances and costs in FYC reports

System

  • Optimised Organisation Structure selector control to run faster
  • Includes active user count in user import log after import

Custom Forms

  • Fixed issue whereby user-field-based notification recipients wouldn’t display in the notification recipient grid

Dashboards

  • No longer gives an error when custom form fields have double quotes in the label

Custom Forms

  • Fixed issue whereby previously approved authorisers removed from their authority groups could cause a problem disallowing progression of workflow

Non-Compliance

  • Now clears defaulted committer details when committing party set to External

Custom Forms

  • Fixed issue whereby conditional fields based on the numeric input type wouldn’t show when read-only
  • Fixed issue whereby large text fields weren’t visible when printing
  • Fixed issue whereby not all field values were being copied forward when amending a form

Custom Forms

  • Now allows override of inherited (expenditure) authorities
  • Now allows multiple stages of the same authority, each with their own configuration
  • Added message warning users that the authority placement field was merely a placeholder, and that conditionality of actual authorities must be carried out in the template settings, authority tab
  • Fixed issue where removing a stage from the workflow could break forms currently at that stage
  • Fixed issue whereby authorities weren’t always updating correctly on complex conditionality changes in the form

Non Compliance

  • Increased allowed framework group name length

Custom Forms

  • Fixed bug that occasionally gave a “Value cannot be null” error when saving a form
  • Fixed bug whereby non-included user select fields that disallowed submission and defaulted to the logged in user could force validation stopping the user from submitting
  • Fixed incredibly rare bug that saw a file upload box appear when interacting with form elements
  • Fixed advanced authority configuration, whereby occasionally authorities would not appear in the correct place, and selection of an authority would appear in the wrong field
  • Fixed issue whereby inherited (master) authority name was being used instead of label in rendered form

Reports

  • Can now report against inactive custom form templates (previously returned no data to report)

System

  • Long text areas now adapt to the length of the text they contain (but still allow expansion and collapse)
  • Merging users now honours the “Set alternate login” checkbox

System

  • Various minor bug fixes and enhancements

Custom Forms

  • Significant enhancements to template editor, permissions management, visibility and overall functionality, as follows
  • Fields are now grouped by sections, each with their own configuration and permission
  • “Break” field now deprecated (use sections instead)
  •  Sections and Fields can be dragged and dropped into position
  • Adding or copying fields inserts them below the field that you have clicked the button to add/copy
  • Advanced editor mode that allows you to select section and sort order manually when editing fields
  • Section permissions that allows display, editability and validation settings per user role per stage
  • Now allows inline authority placement
  • Now allows a distinct declaration per authority (and submitter)
  • Increased length of authority name, authorised and not authorised labels
  • Can now override all authority settings (such as workflow order and labels) per implementation within custom forms
  • “Include in emails” setting moved to merge fields and deprecated
  • Enhanced options for notifications
  • Approval panel in custom forms modified for brevity and ease of use
  • By default the expenditure grid no longer starts with a blank row
  • No longer removes carriage returns in long text fields upon save
  • Date-based notifications can now be sent on completed forms

Dashboard

  • Entertainment data now available in dashboards
  • Gifts & Benefits data now available in dashboards
  • Designing dashboards now managed by system permission (System Settings –>Permissions/Workflow –> Dashboard Designers)

Tiles

  • Fixed issue whereby tiles weren’t always staying in the order/location they were placed

Reporting

  • Fixed issue whereby editing column names in custom report sometimes caused an error
  • Fixed issue whereby the links to direct download of reports sometimes weren’t loading correctly

General

  • Enhanced email template editing for all older modules
  • Fixed issue whereby group drop downs sometimes were unable to be edited in system settings (rare Chrome-only issue)
  • Can now merge Classification into how user names display in System Settings
  • Additional security logging of when user records were updated, what was changed, and by whom
  • Improved performance and handling of large user and org unit import files
  • Fixed issue whereby complex custom forms sometimes resulted in an error upon submit
  • Fixed issue whereby custom forms sometimes resulted in an error when copied and submitted in one step
  • Fixed issue where blank email footers in the notifications module were not defaulting to the system footer
  • Survey Analysis now keeps consistent colours for values across questions
  • Fixed issue whereby settings for mandatory tax type and cost centre in custom forms expenditure were not being correctly applied
  • Fixed issue whereby exporting custom reports with comma in the name  to Excel wasn’t setting the filename and extension correctly

Custom Forms

  • Restricted custom application templates no longer appear as tiles on dashboard to users without access

Surveys

  • Fixed bug whereby deleting a participant from a survey could erroneously reset managers for other participants
  • Improved email handling disallowing rare use case where emails could be continually sent in error
  • Added existing merge fields to survey email editor for easy selection

Search

  • Optimised search functionality

Custom Forms

  • Fixed issue whereby copying a custom application could sometimes cause an issue when submitted immediately

Search

  • Fixed issue whereby searching occasionally gave an error