Post on 24-Sep-2020
Q32017ReleaseNotes
October5,2017
ThisdocumentisintendedonlyfortheuseofClientpersonnelunderthetermsoftheNDAonfile.Itmaynotbedistributedoutsidetheclientorganizationwithoutpreviousauthorizationfrome-Builder.Copyright©2017,e-Builder,Inc.
TableofContentsAbouttheQ32017Release..........................................................................................................................3
YourOpinionMatters...............................................................................................................................3
What’sincludedinthisDocument...........................................................................................................4
ReleaseNoteChangeLog.........................................................................................................................4
SummaryofFeaturesandImpacttoUsers..............................................................................................4
ProductEnhancements................................................................................................................................5
DynamicGridEnhancements...................................................................................................................5
DynamicGridEnhancementSetup.......................................................................................................5
DynamicGridDataExport....................................................................................................................7
ImportUpdatestoDynamicGrids........................................................................................................7
SortingDynamicGridsbyColumnValues............................................................................................8
InsertNewRowinaDynamicGrid.......................................................................................................8
Re-orderRowsUsingDrag&Drop.......................................................................................................9
DocumentContentSearchEnhancements............................................................................................10
ResolvedCases...........................................................................................................................................11
Cost........................................................................................................................................................11
Documents.............................................................................................................................................11
Processes................................................................................................................................................12
Reports...................................................................................................................................................13
Schedule.................................................................................................................................................15
UserSetup..............................................................................................................................................15
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AbouttheQ32017Releasee-Builderquarterlyreleasesincludeimprovementstoatargetedareaoftheproductandusabilityenhancementsthatincreasetheease-of-useofcurrentfeaturesandfunctionsacrosstheentireproduct.Thelatterisaculminationofuserfeedbackandrequests.Inadditiontoenhancements,alistofresolvedcasesforthemonthisalsoenclosed.
YourOpinionMattersWerelyonyourfeedbacktobetterserveyou.Ifyouhaveideasaboutimprovingourproductorservice,pleasedon’thesitatetoletusknow.Belowarefourwaystoreachus.
• Like/Dislike –Locatedinthebannerofe-BuilderEnterprise™arelikeanddislikebuttons.Clickthesetoexpressyouropinionofaparticularpage.Thisfeedbackisusedtohelpprioritizeupcomingproductenhancements.
• e-BuilderProductIdeas–TheProductIdeasportalgivesyouaplatformtoshareyourthoughtsonhowtomakee-Builderbetter.Youcanreadandvoteontheideasoffellowe-Builderusersorpostyourown.Numberofvotesaretakenintoaccountwhenforminge-Builder’sroadmap.ToaccesstheProductIdeasportal,clickthearrownexttoyourusernamewithinthebannerofe-BuilderEnterprise,andthenclickProductIdeas.
• Support–OurSupportstaffisalwaysavailabletomeetyourneeds.Tospeaktoalivecustomerservicerepresentative,calluswithintheU.S.at888-288-5717andoutsideoftheU.S.at800-580-9322,oremailusatsupport@e-builder.net.
• AnnualTechnologyandUserConference–Theannuale-BuilderTechnologyandUserConferenceoffersauniqueandup-closeopportunitytogaininsightintoe-Builderproductdirection,learnbestpracticesfromindustryprofessionalsandpeers,andtoexchangeinformationandideaswithmembersofthee-Buildercommunity.
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What’sincludedinthisDocument• Adescriptionofeachproductenhancement• Listofresolvedcases
Note:Thereleaseisscheduledtobecompletedbetweenthehoursof10pmEDTandmidnightwhichwillnotimpactsystemavailability.
ReleaseNoteChangeLogThereleasenotechangelogincludesallchangesmadetothisversionoftheReleaseNotesdocument.
Date VersionNumber DescriptionOctober5,2017 1.0 InitialreleaseNovember16,2017 1.1 DynamicGridEnhancementContent
SummaryofFeaturesandImpacttoUsers
Feature ImmediatelyAvailableNosetuprequired
SetupRequired
DynamicGridEnhancements
DocumentContentSearchEnhancements
Thereissetuprequiredtoaccesstheseenhancements.Ifyouareinterestedinactivatingthisnewfunctionality,pleasecontactaccountmanagement.
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ProductEnhancements
DynamicGridEnhancements
Severalenhancementshavebeenaddedtodynamicgridsinthelatestrelease.Thesenewenhancementsaredesignedtomakeiteasiertouseandmanagedataindynamicgridswhenworkingwithmultipleusersorlargesetsofcomplexdatainacollaborativeprocess.
DynamicGridEnhancementSetupThenewdynamicgridenhancementsaresetuptobeenabledandcontrolledbyadministratorsusingtheexistingdynamicgridpropertieswhenconfiguringdynamicgridsonprocesspagelayouts.Thisenablesfinegraincontrolovertheavailabilityofthenewfeaturesdowntospecificpagelayoutsallowingyoutomakefeaturesavailableornotindifferentstagesofyourprocessworkflow.
YoucanaccessandconfigurethenewdynamicgridenhancementsthroughManageProcessintheaccountsetupsectionbynavigatingtoSetup>>Processes>>ManageProcesses.Onceontheprocessdetailpage,accessthePageLayouttabandpickthespecificLayoutName.
1. FromtheViewLayoutPage,clicktheeditbutton.2. Selectthedynamicgridandright-clicktobringuptheEditFieldPropertiesmenu.3. ClickontheEditFieldPropertiesmenu.TheEditSectionFieldspopwindowwillappear.As
shownbelow.
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Ifyouarefamiliarwiththiswindow,youwillnoticethatthereare5newoptionswhichallowyoutocontroltheuseofthenewdynamicgridenhancements.Thenewoptionsarelistedhereforreference.Additionaldetailsonthecapabilitiesofthesefeaturescanbefoundbelowinthedocument.
• AllowDatatobeExported• AllowDatatobeOverwritten• EnableColumnSorting• EnableRowInsertAt• EnableRowDrag&Drop
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Simplyselecttheoptionsusingthecheckboxtoenableordisablethenewfeaturesonthespecificpagelayoutthatyouareediting.
DynamicGridDataExportYoucannowallowuserstodownloadthedatathatiscurrentlyinadynamicgrid.Thisprovidesadditionalflexibilityforuserstoedit,updateoraddrowdataofflineusingspreadsheettoolslikeMicrosoftExcel.YoucanthenusethiswiththenewImport/Updatecapabilitydetailedbelowtoupdateinformationinthegridfromthespreadsheet.Youcanenablethisfeaturebycheckingthe“AllowDatatobeExported”checkbox.
Whenthiscapabilityisenabled,userswillseeanoptiontodownloadVisibleLineItemswhentheyclickontheDownloadbuttonasshowhere:
Thedownloadvisiblelineitemscapabilityisintelligentandworksinconjunctionwiththefiltercapabilitiesinthedynamicgrid.Bydefault,ifnofiltersareset,thiswilldownloadallrowsofdatainthedynamicgrid.Iftheuseriscurrentlyusingafilteronthedynamicgrid,thedownloadvisiblelinescapabilitywillonlydownloadtherowsthatarecurrentlyvisibletotheuser.Thisprovidesflexibilitytoworkwiththespecificdatadesired.
ImportUpdatestoDynamicGridsDynamicgridscannowsupportimportingupdatesandchangestoexistingrowsofdatainthegrid.Alongwiththenewexportcapability,thisprovidesaflexibleandeasywaytoupdateandeditdataofflineinExcelandthenimportthechangesintothedynamicgrid.Ifnewrowsofdataareaddedinthespreadsheet,theywillbeaddedasnewrowsduringtheimportprocess.Existingrowsthatareupdatedofflineinthespreadsheetwillbeupdatedwiththenewvalueswhenimported.
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Toutilizethisfeature,youwillneedtocheckthe“AllowDatatobeOverwritten”checkboxinthedynamicgridpropertiesonthepagelayout.
SortingDynamicGridsbyColumnValuesDynamicgridsnowsupporttheabilitytoallowsortingbasedonaselectedcolumnvalue.Likeothergridsine-Builder,ifsortingisenabledonthegridinthepagelayout,userscanclickonthecolumnheadertosortthegridbasedonthecolumnvalueineitherascendingordescendingorder.Thiscapabilityneedstobeenabledonthepagelayoutbycheckingthe“EnableColumnSorting”checkboxonthedynamicgridproperties.
Note:columnsthatcontainmultipledatavaluesdonotsupportsorting.
Exampleofgridsortedbythe#column,indescendingorder.
InsertNewRowinaDynamicGridYounowcaninsertanewrowintoanexistingdynamicgridtocontroltheorderinwhichtheitemisdisplayed.Previously,theonlyoptionavailablewastoaddanewrow,whichwasautomaticallyaddedatthebottomofthegrid.UsersnowcaninsertanewrowaboveanexistingrowinthedynamicgridbyclickingonthedownarrowintheAddbutton.Clickingthedownarrowwillprovideapopupwindowallowingtheusertoenterarownumberthatthenewrowshouldbeinsertedaboveasshownbelow.
Thiscapabilitycanbeenabledbycheckingthe“EnableInsertRowAt”checkboxinthedynamicgridpropertiesonapagelayout.
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Clickingthearrowallowsyoutoinsertanewrowaboveanexistingrow.
Re-orderRowsUsingDrag&DropDynamicgridscannowsupportre-orderingofthedisplayofrowsusingdraganddrop.Thisprovidesasimpleandintuitivewaytochangethedisplayorderoftherowsinthedynamicgrid.Userscanclickanddragthefirstcolumncellonarowandmoveitupordowninthegrid.Whenthemousebuttonisrelease,therowspositionwillbechangedinthegriddisplay.
Thiscapabilitycanbeenabledbycheckingthe“EnableRowDrag&Drop”checkboxinthedynamicgridpropertiesonthepagelayout.
Note:changingthedisplayorderofrowswillnotchangeorupdatedthe#columnoftherow.Therow#valueispreservedfortrackingandhistorypurposes.Onlythedisplayorderoftherowsisupdated.
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Exampleofre-orderingrow#8usingdraganddrop.
DocumentContentSearchEnhancementsAnewdocumentparsingandindexingtechnologyisbeingdeployedine-Builderthatwillsignificantlyimproveandenhancesearchresultswhensearchingforcontentinsidedocumentsthatarestoredine-Builder.Therearenochangestothewaythatyoucurrentlysearchforcontentindocuments.Youwillseethesamesearchboxandthecapabilitiestotargetsearchestospecificprojectsandcomponentsaswellasdefinespecificdocumentcustomfieldvalueswillbethesame.
ThemaindifferencethatyouwillnoticeisthatthesearchresultsforcontentinDocuments,shouldgreatlyimprove.Withthenewenhancementsyoucanexpectthefollowingbenefits:
• Improvedindexingoftextcontentinstandarddocuments• IndexingoftextinimageandPDFdocumentsusingOCR(OpticalCharacterRecognition)• Moreeffectivecontentsearchresults• Betterrankinganddisplayofrelevantresults• Dramaticallyshortertimesfornewlyuploadeddocumentstoshowupinsearchresults
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ResolvedCasesThefollowingisalistofresolvedcasesforthemonthofSeptember.Ifyouhaveanyquestionsregardingthismaintenancerelease,pleasecontacte-BuilderSupportat888-288-5717orviaemailatsupport@e-builder.net.
CostCaseNumber:00221419COMMITMENTTOTALSEXCEEDTOTALFUNDING
Importingaprojectwasnotsavingthepreferenceforfundingatprojectlevel.Theaccountsettingsfor"DoNotAllowCommittedAmountstoExceedFundingSourceAmount"and"DoNotAllowActualCoststoExceedFundingSourceAmounts"shouldbeaddedtotheprojectwhenitsimported,withthevalueenableordisableaccordingtheaccountselectionbecausetheaccountsettingwillbeusedasdefaultfornewprojects.
DocumentsCaseNumber:00231531 BLUEBEAMBUTTONSHOWINGWHENATTRIBUTEITNOTENABLED
Module NumberofResolvedCases
Cost 1Documents 1Processes 7Reports 2Cost 3Documents 2Processes 6Reports 11Schedule 3UserSetup 1
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Bluebeambuttonappearsonstartprocessinstancepageonaccountsthatdon'thavetheattributeturnedon.Now,thebuttondoesnotappearifattributeisnotturnedon.
ProcessesCaseNumber:00201955 CANNOTMODIFYORDUPLICATESTARTLAYOUTONPROCESS
Theissuewasthatthecomputelogic'MaxDisplayOrder'forsectionwasincorrectonthe'EditLayout'page.‘MaxDisplayOrder'fieldwascomputedbeforecompute'DisplayOrder'forsectionfields.Nowthecomputelogic'MaxDisplayOrder'wasfixedforthissection.'MaxDisplayOrder'fieldwillbecomputedaftercompute'DisplayOrder'forsectionfields.
CaseNumber:00211129 FORMATTINGISSUESINCOMMENTSWHENPRINTINGCURRENTVIEW
Previously,thetablecolumnhasdefaultstyleswithincorrectwidth.Thedefaultstyleswereclearedfortablecolumn.ThesystemwasthrowinganerrorwhenwascheckingforerrorsintheworkflowbecauseitwasduplicatingIDsduringvalidation.Now,theerrorcheckfunctionsasexpected.
CaseNumber:00211156 DYNAMICGRID"GROUPBY"FEATUREDOESNOTWORKPROPERLY
Previously,incorrectworksorderingin'dataview'bydefault.Nowthe'slick.dropdowngrouper'pluginwasfixedaswellassetuporderingbyascendingforgroupingindynamicgrid.
CaseNumber:00217163 BUDGETCONTROL:"CONTROLLEDBYLINEITEM"ISNOTHONORED
Negativebudgetchangescouldviolatecostcontrol.Thesystemwouldaccountonlyforgeneralinvoices,notcommitmentinvoices.Nowthesystemwillaccountforallmoneycommittedtothebudgetlineitemwhenmakingthevalidationfornegativebudgetchanges.
CaseNumber:00224147 AUTOMATIONSTEPISSUEONTHEINVOICEPROCESS
Previously,wedisplayed3"MasterInvoiceonly"mailmergefields(notedinthesefielddescriptions)however,eventhoughtheycouldbeaddedtothemailmerge,theywerecausing
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issueswithregularcommitmentinvoicemailmerges.We'veupdatedthemailmergehandlingtoignorethesefieldsonmergesthatarenotassociatedtomasterinvoices.
CaseNumber:00226697 PCOPROCESSWILLNOTTAKEACTION,BEDELETED,OROVERRIDDEN
Previouslythesystemallowedtocreateanewcommitmentchangeitemnumberthatalreadyexistsinthecommitmentitemsifthenewitemhasadditionalspacesattheendorbeginningofthestringcausingavalidationerrorduetoduplicateitemnumbersinaninstancestepthatisreadonlyandtheusercannotmodifytheitems.Nowthesystemworksproperly.
CaseNumber:00228428 TAKINGACTIONONPROCESSRETURNSERRORSCREEN
IftheDynamicLineItemsarenotincludedinthelayoutforacostprocess,anullreferenceexceptionisthrownwhenvalidatingtheCommitment.NowfirstcheckiftheDynamicLineItemsareincludedinthepagebeforevalidatingtheCommitment.
ReportsCaseNumber:00202401 REPORTFILTERSNOTWORKING
Thefilterwasnotworkingwhenmultiplevaluesselected,thecodewasfixedfollowingthesameapproachusedwhenonlyonevalueisselected.
CaseNumber:00202691 LASTLOGONVALUEINSETUPORUSERLASTLOGONVALUEINUSERDETAILSREPORTINCORRECT
Previouslythe'UserLastLogon'columncontainsincorrecttablenameforreportbuilding.Tofixthisthetablenamefor'UserLastLogon'columnwasupdatedtothecorrecttablename.
CaseNumber:00203606 CHANGEAMOUNTFIELDNOTAVAILABLEWHENADDINGCOMMITMENTCHANGEITEM
PreviouslytherewasIncorrectworkofliveupdatefortheamountfield.Thishasbeencorrected.
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CaseNumber:00204556 BIREPORTSCANNOTDISTINGUISHBETWEENAFORMFIELDNAMED"STATUS"ANDTHEBUILTINSTATUSOFTHEFORM
BIReportsdidnotdistinguishbetweensamenamedfields(Formfieldsandbuiltin).NowtheywillshowtheFormfieldwithaparenthesisandacounter,forthoserepeatedfieldnames.
CaseNumber:00206243VALUEISONLYSHOWINGFORTHEFIRSTMONTH
Previously,ifaMatrixReportwasmadeinBIusingthePlanningCashflowData,somereportswouldnotbegeneratedasexpected,withvaluesdisplayingas0whenthereshouldhavebeenvalues.Thishasbeencorrectedandyoushouldnowseevaluesasexpected.
CaseNumber:00206959SCHEDULESANDTASKSREPORTREPLACESTEXTWITHNUMERICIDENTIFIERSFOR"CONSTRAINTTYPEWHENEXPORTED
Exportedreportsnowwillshowconstrainttypetextinsteadofnumbers.Constraint"Assoonaspossible"willbeleftasblank,becauseisthedefaultaction.
CaseNumber:00214154BISCHEDULEREPORT-CANNOTSORTBYSEQUENCENUMBER
Previously,we'vefoundthattheMasterActivityentitywithintheSchedulegroupingofBIReportswasincorrectlyassociatingdatatotheSchedule/Tasksdata.We'vecorrectedthistoensurethatthetaskdatamatchesuptotheassociatedMasterActivityasexpected.
CaseNumber:00221437MASTERINVOICEITEMGROUPEDBYPROJECT
Previously,thelogicforgroupingby'ProjectName'columntryinggetvaluefromincorrectcolumnfromdatabase.Theissuewasfixedandthecolumnnameforgroupingisnowby'ProjectName'.
CaseNumber:00224090SUBSCRIBEDFORMREPORTWITHINCONSISTENTDATA
PreviouslyareportofsubmittalitemsandFormFieldsweredisplayingincorrectdataofDatetypebecauseitwashandledasDateTime,nowthesystemworkproperly.
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CaseNumber:00225771REPORTONEDAYAHEADONEXPORT
The"ApprovedByDate"columnneedstobetreatedasaDate,becausewhenyoucreateaReport,thiscallsthefunctionFromGMTanddependingoftheTimeZone,thereportshowsoneDaybehindwhatitreallyis.Changesweremadetothefollowingpartsofthereportcreation:-Columntype-Criteriaand-GroupingWherethedatetypewaschangedfrom"DateTime"to"Date"forthefiled"ApprovedByDate".
ScheduleCaseNumber:00206244 UNABLETOUPDATESCHEDULEDETAILSOPTION"USEEXTERNALSCHEDULER"AFTERAPPLYINGTEMPLATE
ImportingtasksfromExcelsheetwascausingthesystemtoprevent"UseExternalScheduler"updateto"No".Tasksmaynothaveduplicatedlinkstoothertasks.Nowthesystempreventsthisbehaviorwhenimportingtasks.
CaseNumber:00207042 UNDOCUMENTEDCONSTRAINTTYPEIMPORTVALUESAREINCONSISTENTWITHDATAFIELDVALUES
Importingtaskswillnowsupportspacedandnon-spacedtextonconstrainttypesforactivities.Supportedexamples:AsSoonasPossible"="assoonaspossible"(bothsupported);"FinishOn"="finishon"(bothsupported);"StartNoLaterThan"="startnolaterthan"(bothsupported).Refertoe-BuilderUserGuide(Help),tofindallpossiblevalues.
CaseNumber:00215930 LOOKUPTABLEFORSCHEDULECONSTRAINTTYPEVALUES
BIReportsnowwillshowConstraintTypeastext
UserSetupCaseNumber:00206244 REPLACINGANADMINWITHANOTHERUSER
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PreviouslythesystemallowedtodeletethecurrentprojectadministratoruserfromtheusermembersoruseradminmembersthroughManagegroupsinProjectParticipantswithouthavingtochangetheuser.Nowausercannotberemovediftheyaretheprojectadmin.