03/11/2025

v13.0 has been released today - and we don't believe in superstitions!

Service Releases

• v13.0a (03/11/2025)
• v13.0b (03/20/2025)

New Features

Knowledge Base

• AI Article Chat: This NEW feature combines the power of AI and the knowledge within the articles of your Knowledge Base. When an article is displayed, there is now an option to use AI Article Chat to ask specific questions about the contents of the article, allowing you to focus on the information most relevant to your needs.
  • "Can you summarize this article?"
  • "Give me more details."
  • "How can I use this for my situation <explanation>?"

• AI Article Chat (Multiple): When multiple articles are selected, via a CTRL+Click, or Mouse+Click drawing a rectangle, the footer displays View button and AI Chat button. View will open the articles in new tabs and deselect all the articles in the list. The AI button will allow chatting using the selected articles as context. Child articles, of a multiple article selection, are not included. Clicking off the selection or not having the CTRL key pressed will clear the selections.
  
  • Yes, multi-select is also a new feature of the Knowledge Base!

• UI Improvement: The appearance of Article tiles have been improved by increasing the size of all tiles and allowing more of the title to render within the tile.

Forms

• New Form Styling: The Form Designer has been improved with styling to support background color, background image, text label color, and other settings to fully maximize the appearance of a well designed form. Examples include:

This example uses a stretched gradient PNG image with bold text fields.	This example uses a vibrant landscape photograph that is masked/dampened with a tinted blue tone, along with larger, blue text labels.	This example uses a transparent world map, where the form added a dark grey background, and the text labels were made red.

• Dashboard Parameters Into the Form: Dashboard Parameters can now populate a Form field. The Form can be placed directly into a dashboard frame or the form can be opened by a Minimized Panel or the form can be opened via Drill-to-Form.
• Read-Only Form Fields: A new property has been added for Form Fields, allowing a field to be "Read-Only".
  • In certain situations, a form needs to be designed so that users can view specific fields but not modify them. This typically happens when one form is used to create a record in a table, such as an accident report, and another form is created for a different user, like a manager, to approve the report without altering any other fields.

• Masked Form Fields: A new property has been added for Form Fields, allowing a field to be hidden, unless revealed by clicking on the field button. Use this for entering sensitive information.

• Allow Text Field Length Changes Without Data Loss: Flexibility has been improved when editing a Form field that has been configured to use a MIN or MAX “Length Range”. The following adjustments can now be made without losing any data already entered into the Form:

  • Increase or decrease the minimum value

  • Increase the maximum value

• Drill to Form (as View-Only): Adding to the functionality where a chart can be used to drilldown into a Form, this option allows for the Form to fully render in view-only mode - even if the user can access the same form for data entry elsewhere. This is accomplished using two new modes in the Chart Designer drilldown configuration:
  • View Specific Record: Able to return a specific record - in view-only mode.
  • View Matching Records: Able to search and display multiple records - in view-only mode.
• Form ID: The Form ID is now displayed within the back of the tile and the Form Designer.
• Form Search Results: The record count was removed when the "Previous" and "Next" buttons are not displayed.

Data Hub

• Send Email > Include Form Attachments: This new feature added new property called, “Include Form Attachments” into the “Send Email” ETL task (similar to the property “Include PDF Report”, this feature is dependent on the Recipient List using “From Incoming Data”). The purpose of this task is different from the Form Email Attachments because it can be processed after data has been submitted into a Form.

• Send Email > PDF Allowing Any Content file: Previously, if a PDF was configured with images, it was required to use a content image stored within the "public" directory. In this release, PDF reports can now use any non-public content image and the image will be embedded into the PDF.
• Send Email > Allow Multiple Recipients: This improvement will allow the email address column to contain a comma-delimited list of email addresses when sending an email using "Incoming Data".

  • The column can contain a single email address, for example:

    • jsmith@company.com

  • or it can contain multiple, comma-delimited email addresses, for example:

    • jsmith@company.com, bjones@company.com, mrogers@company.com 

UI Improvements

• Drill Back Improvement: When using drilldown into a dashboard, the browser "Back" button will now function as a way to "Drill Back" to the parent/previous dashboard.
  • Previously, the browser "Back" button would function as a way to navigate to the previously visited webpage, which may have closed the dashboard application entirely. 
• Chart Dynamic Grid: Charts with a grid background can now combine the "Dynamic Grid Boundaries" with the new "Keep Zero" property to improve the appearance of chart

• Note and Legend Dynamic Display: A new property, called "Show on Hover" has been added to the Note and Legend visibility of all charts. Using this option will hide the Note or Legend until the cursor enters the frame where the chart is positioned. 

• Improved Property Labels: We are continuing to add helpful interface controls like the ability to display information about a selected item without having to open the subsequent dialog. Many updates have been made within the Dashboard Panel configurations:

Administration

• MySQL Date Improvements: Data Sources now handle a newer date format. This includes tables, workbooks, imported files, and custom queries in datasets. With the MySQL driver mysql-connector-j-8**.jar drivers, the datetime and date fields use the ‘new’ Java 8 Date/Time API. This means these data types are not mapped to java.util.Date objects but LocalDateTime and LocalDate objects. This behavior apparently started with version 8.0.23 of the driver.
• Setting Name Changes: As we've added more features surrounding emails and notifications, it was necessary to revise a number of existing properties for clarity due to new properties being added.
  • Admin
    • Reports
      • "Notification Email Enabled" > "Report Email Enabled"
    • Alerts
      • "Notification Email Settings" > “Alert Email Enabled"
    • Password Reset
      • "Notification Email Settings" to "Password Reset Email Settings"
      • "Password Reset Notification Subject" to "Password Reset Email Subject"
  • Data Hub
    • ETL
      • "Notification Email Settings" > "ETL: Outgoing Email Settings"
      • "Notification Email Enabled" > "Outgoing Email Enabled"
      • "Notification Email "From" Name" > "Outgoing Email "From" Name"
      • "Job Email Subject" > "Outgoing Email Subject"

Bug Fixes

• Builder
  • Fixed an error when using the Dashboard Launcher Panel.
  • Fixed an issue within the Chart Designer when using Static Data resulting in the data table not appearing. 
•  Data Hub
  • Fixed an issue where "Send Email" PDF files would error when using iHub.
• Forms
  • Calculated Fields now must be processed before the Form record can be saved.
• Display Solutions (LCD Slideshow)
  • Fixed an issue related to a problem where error dialogs would stack (if a dashboard with an error was within the Slideshow cycle).
• Mobile
  • Improved how the date selector appears.

46 completed

24 completed features

resolved >= 2024-12-04 AND resolved <= 2025-03-11 AND statusCategory = 3 AND "Apply changes to:[Checkboxes]" = Master AND "Apply changes to:[Checkboxes]" != Branch ORDER BY issuetype DESC, updated DESC