Release 62, February 2022

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Reports

  • Now in reports you can see when the last changes took place in a particular case — just select the Date of change and Change author fields when setting up the report so that the report displays information on changed cases for the specified period of time.

 
  • To make it more convenient for you to work with reports, we have added the ability to share the report with any person — select the Share report via link item in the report's ellipsis menu and specify the settings for accessing the report in the window that opens:
    • Allow share via link — set the flag to enable the ability to provide access to the report via a link.
    • The field with the generated link to the report — copy the link to the clipboard (the link is displayed if the Allow share via link flag is set).
    • Save — click the button to share the generated link with the report.
  • The report will not be available for viewing via the link if you:
    • Removed the flag Allow share via link;
    • Refreshed the report page or performed any other action on the report after submitting the link.

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For each user in each report, a personal link to the report is generated. The settings for accessing the report via a link are also saved separately.

 
  • When you click on the link to view the report:
    • Both authorized and anonymous users who have a link can view the report.
    • When viewing the report, the following are not displayed:
      • Tabs Parameters and Access;
      • Buttons to call the support chatbot, timer and AI assistant;
      • Report filters;
      • The Delete item in the report's ellipsis menu.
  • You can download the report in CSV and XLSX formats or print it.

Documents

  • We have added the ability to convert a document file to PDF:
    • Following document formats are available for conversion by default (you can set the formats in the configuration file):
      • doc;

      • docx;

      • docm;

      • dot;

      • dotm;

      • dotx;

      • odt;

      • ppt;

      • pptx;

      • xls;

      • xlsx;

      • rft.


  • Now, when generating a document from the template, the object card in the list displays only those templates that were selected when setting up this type of object or on the form for creating/editing a document template:
    • Inactive templates are not displayed in the list.
    • When generating a document based on a template received from Doc.one, the format of the final document depends on the settings of this template in Doc.one.

Calendar

Now it's more convenient to view the calendar in the Day mode — scrolling to time is saved during any transitions by day, week or month and when switching modes (day/week/month):

  • Changed line indentation in lines over time.
  • The schedule for the day is displayed from 08:00 if you:
    • Refreshed the page or closed and reopened the page.
    • Were on the current day/week and at the same time clicked on Today.

Bugs and Fixes

  • The possibility of adding a negative bid value in the case card block Override Default Rates in a case has been removed.
  • Fixed display of task statuses in kanban board mode when using Safari browser versions 12.1.2 and 14.0.

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Applications

  • Now in the AdministrationApplications section, you can enable integration with Doc.one. To connect, specify the Doc.one instance URL, Doc.one username and password.
  • When disabling integration with Doc.one:
    • All saved settings for linking templates to case types will be reset.
    • All previously synchronized templates (links to them) will be deleted.

Document Templates

To improve the convenience of working with document templates and Doc.one functionality, we have redesigned the Document Templates section:

  • Now, for each template, the following information is displayed in the list of templates:
    • Name — the column displays the type (for an invoice or for a document) as an icon and the name of the template. To open the preview form, simply click on the template name.
    • The Doc.one ticket is a special shortcut that only appears for templates available from Doc.one.
    • Status — displays the status of the template in Doc.one: published or not published (status change is not available):
      • Active — the status is automatically assigned to document templates that were not created in Doc.one and to all invoice templates;
      • Inactive — the status is displayed for unpublished document templates.
    • File name:
      • When you click the name of the template file obtained from Doc.one will open the Doc.one template editor;
      • When you click name of a template file created in Case.one the file will be download.
  • Document templates received as a result of synchronization with Doc.one cannot be deleted. The list of templates is updated automatically, you can set the frequency in the configuration file (by default — 1 time per hour).
  • Now, after pressing the button for creating a template, you can immediately select the type of template — for a document or for an invoice:
    • When creating an invoice template, specify the name of the template and attach the template file.
    • Information on the form for creating a document template is divided into two blocks:
      • Block Main — specify the name of the template and attach the template file;
      • Block Types of objects — add those types of objects for which it will be possible to use this template to create a document.

Object constructor

Now in the object type constructor on the Settings tab you can select document templates that will be available in the object card for generating a document from a template.
 
When integration is disabled, all previously made settings for linking templates to case types will be reset. New templates can only be added manually to any case type.

Workflow

  • We have added three additional parameters to the context of the manual automation script: BlockID, BlockN and LineN, which contain information about the sequence number of the block and the line where the button was pressed:
    • If there are unsaved data in the object card when you click on the button with the script launch, a notification will be displayed asking you to save the card before the script is launched.
    • The BlockID parameter passes the ID of the block (located in the case type metadata) in which the button was clicked.
  • The blockId, blockN, lineN properties may not be up-to-date at the time the manual script is executed if:
    • Saving the case entailed running other scripts that could change the case.
    • In a script, the Script statement is preceded by the Change statement.

  • We have changed the filtering in the Conditions section on the Scheduled workflow settings tab:
    • Now the filtering logic is similar to the conditions for the availability of a manual script — you can choose: 
      • Specific field values;
      • Empty fields;
      • Completed fields.
    • In the Conditions block, you can use the Date of change and Change author, which allow you to show when the last changes occurred in a particular case.

System log 

Now, for the View Report action type, information about viewing the report via the link is displayed:

  • If the report was viewed by an unauthorized or unregistered user, Anonymous is displayed.
  • If the report was viewed by an authorized user, the user's name is displayed.

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Public API

General changes

  • Now, in all public API methods that return formatted text, the isFormattedTextEnabled parameter has been added:
    • If isFormattedTextEnabled = True, text with HTML markup is returned (default value);
    • If isFormattedTextEnabled = False, unmarked text (PlianText) is returned.

If isFormattedTextEnabled is not specified, the parameter value will be taken from the IsFormattedTextInPublicApiEnabled setting in the configuration file.

 

  • Because formatted text can contain a link in the header text, the LinkFormatInPlaintText parameter has been added to the configuration file. To customize how the link will be converted to PlainText, the following values are available in the LinkFormatInPlaintText parameter:
    • text — only the title will be returned (default value);
    • url — only the link will be returned;
    • both — the title and link will be returned in the format [title] (link).

Version 3

  • We have added a group of methods for unloading objects of any type with parameters (for example, tags can act as parameters):
    • POST /api/v3/objects/GetCases.

    • POST /api/v3/objects/GetObjects.

  • Now you can download the automation script execution log via the API — we have added the method GET /api/v3/logs/Get.
  • You can now get a printable PDF document file using the new GET /api/v3/documents/DownloadAsPdf method. Save the file to the instance using the Upload method or send it by mail using the script method. 

Bugs and Fixes

  • Because it is often necessary to manually reload the page when running scripts, OpenURL can now open a link in the user's current tab.
  • The /api/UserManagment/UserProfiles/Put method has been fixed — now, when replacing a profile photo and after saving, the method displays the identifier of the current photo, and not the previous one.