We have now made it possible for users to make a connection private in Get Data > Create new connection/Edit connection. This can be very useful for users that have multiple companies in a connection and want to prevent users with the Can manage connections permission from editing the connection. Even if a connection is locked, the users with the Can manage connections permission will still see the connection, and are able to create data import jobs for the connection (for companies they have data access to), but it will be locked for editing.
When you first set up a connection, or if you click Edit on an existing connection, you will now see a Allow other users to edit this connection switch. The switch is off by default.
NOTE: All existing connections will be locked to the user who created the connection initially.
As mentioned above, the new lock connections option also affects how connections are displayed in the Get Data > Connections list.
In the past, the Connections list was filtered, for example, according to which companies users had data access to. Now, we have changed this, and users with the Can manage connections permission will see all connections that exist in a tenant, even connections they cannot edit (that are locked ). If a connection has the Allow other users to edit this connection switch turned on, users that are allowed to manage connections will also see companies they do not have data access to.
NOTE: Now that users with the Can manage connections permission can see all connections, they can also see all Connection names. Users creating connections should therefore be careful when they select connection names.
It is now possible to edit a budget template in a published workflow.
When you edit a budget template that is part of a workflow, you will receive the following message:
“This budget template is used in assignments or workflows. If you choose to edit this budget template, these assignments or workflows will be updated.
Please be aware that any changes you make may affect the budgeting process.
NOTE: Make sure you do not change any report parameters as this will prevent you from publishing your changes.”
To edit the budget template, click Edit anyway.
You can edit most aspects of the budget templates apart from report parameters. If you attempt to edit the report parameters, you will not be able to publish and must undo the edit.
To undo the edit;
After you have edited a budget template that is part of a workflow, the assignees must rerun any templates they have run before.
If they have the budget template open, they will receive a message from the system that the template is updated. If they run the template, they will lose any changes they have done since they last saved.
We have added a new permission in the user settings to allow administrators to control whether a user should be allowed to download a report in Archive as an Excel file or not. If a user does not have this permission, the report can only be downloaded as a pdf.
This can be useful if there are parts of a report, such as hidden data, that you do not want other users to see.
To make it easier for users to find the Search & Filter menu in Get Data, we have made it open by default the first time a user enters the screen. If a user collapses the menu, the Search & Filter menu will be collapsed the next time the user enters the Get Data module.
To collapse the Search & Filter menu;
To expand the Search & Filter menu;
Users will now get a Confirm action dialog box if they leave or refresh the Data Manager without saving their work.
We have made it possible to use comma as a decimal separator in Data Manager when users have selected a portal language in which comma as a decimal separator is the standard. In the past, Data Manager would disregard commas as a decimal separator and, for example, change 0,1 to 1 when numbers were saved.
Some users have experienced that the Vertical/Horizontal toggle button has disappeared when they open multiple reports in Archive. The issue has now been fixed.
All report templates in the Marketplace (Get templates) should have information about the reports. Recently, there has been some report templates missing this information. The issue has now been fixed.
To get information about the report template;
For customers with a large number of Categories in the Marketplace, we have added a scrollbar.
We have improved the performance when viewing the log for data import jobs. For customers with a large number of data import jobs, some users have experienced slow performance when viewing the logs.
We have implemented fixes to improve the performance and stability of Report Designer. Customers should experience fewer crashes and faster performance after upgrading to the newest version of Report Designer.
We have improved the Norwegian translations in Report Designer for 24SevenOffice, VismaNet, and PowerOfficeGO.
We have seen the need to make changes to the Account dimension for Xledger. The reason for the change is that there may be multiple accounts with the same account number in Xledger, and OneStop Reporting will use these values when users save budget transactions.
Specifically, we have created a new dimension that is a combination of account number and account name. The new dimension will be called “Account Unique”. The existing dimension called “Account” is moved down and becomes an attribute of this new dimension.
The old Account field will disappear from the user’s budget solutions and will need to be replaced by the new Account Unique field under Storage rules.
We have changed the logic for Sales Orders and Order Lines under the Sales module which may have consequences for our 24SevenOffice customers.
Previously, these Factsets have shown the same information, but there has been a difference in the logic regarding invoice date and order date:
We have now changed OrderLines to have the same logic as Sales Order. This means that it first looks at the Invoice Date, then the Order Date.
As a consequence of this change, customers may find that the figures in reports where OrderLines is used might change the corresponding period.
We have added Customer/Supplier/Inventory subfields as attributes so customers are able to do cross-reporting with these fields.