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24.2 Foundation & Framework Notes - Draft

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New and Improved Features

Product Level Change

Configurable

  • No

PMP-95608 - As an administrator, I would like to update dynamic tags using bulk import and update the tags for multiple languages in the list

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • Users can update the lookup value translations by row-wise and language

Purpose: 

  • To export the lookup values for bulk translation update
  • Import the lookup values translations in bulk
  • Display the imported lookup value translation status and history
  • Option to update multiple lookups and language translations in a row from the list screen

Enhanced System:

  • The new Menu Name is "Dynamic Tags Pro"
  • Enhanced dynamic tag management with multiple features
  • Users can filter lookups with different conditions as below
    • Based on empty lookup value by single or multiple languages
    • Based on the modules
    • Other conditions applied to a string field 
  • Default columns and their usage
    • UID - Unique ID for each tag. The UID shouldn't be changed, if it's changed the lookup value update won't happen correctly. 
    • Module Name - To identify or filter lookup based on module
    • Lookup Values - Lookup Name 
    • Field - The lookup value data
    • Language columns
      • Add language columns based on the language enabled for the customer
  • Steps to Export
    • Go to the default view or create your view based on the language required
    • e.g. Default View
      • Click on the Edit View
      • Apply Filter As Required
        • If language is Empty
      • Select the language in the column selection to export
      • Click on View Result
      • Click on Export 

Impacts: No Impact

Filter or View Column Selection

Display, Change, or Export Data By Language


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PMP-97585 - As an end user, I would like to import dynamic tags (lookup values) to update the translation in bulk

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • There is no option to import lookup value translations 

Purpose: 

  • To update lookup value translations in bulk
  • To update multiple modules and  lookup value translations in bulk

Enhanced System:

  • Option to import lookup value translations in bulk
  • Option to view the mapped information and make changes to the lookup value translations if required
  • Immediate update of the translations to the system
  • Steps to Import
    • Download the missing language file from the application
    • Update the required languages in the template downloaded from the application
    • Don't remove or change the UID column from the import file
    • The column field is used to know the language in English, so don't change the field column value
    • Users can update the required languages
    • Once the template is ready to import and if the number of rows is more than 1000, split the file into multiple files with less than 1000 tags.
    • Click the Import Tags button.
    • Click the Browser button to select the file.
    • Click the Import From File to proceed.
    • Review the data, and change the translation from the data mapping and validation screen if required.
    • Click the Import Data button to import the translated tags to the application. 
  • History
    • Users can view the import results in the history feature
    • Click on the History button to view the history with file name, total record, updated record counts, failed Record count, processing status, imported date, and imported by

Impacts: No Impact



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PMP-97585 - As an end user, I would like to update multiple languages of a tag in a row

Configurable: Yes

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • There is no option to update multiple languages in a row
  • As each lookup value displays in a single row

Purpose: 

  • Provide the option to display multiple languages in a row.
  • Allow to update the languages from the list screen

Enhanced System:

  • Display languages in a row
  • Update the language changes in the list screen.

Impacts: No Impact

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PMP-97529 - As an administrator, I would like to view the data storage information at the module level

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • Displays the spaces used for database, files, and data 

Purpose: 

  • To display spaces used for database, files, and data-mart by module

Enhanced System:

  • Improved UI with charts and responsive design
  • Display the space used for each module
  • Indicator based on space allocated vs space used
    • If the used space is below or equal to 80%, the color is green
    • If the used space is between 80% and 100%, the color is yellow
    • If the used space is more than 100%, the color is red
  • Display the space used for application records in the Database chart
  • Display the space used for files/documents attached to the application records in the application in File chart
  • Display the space used for metrics and reports in the Datamart chart
  • The data will refresh every weekend after the first load of the page

Impacts: None

Previous

Now

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PMP-97720 - As an administrator, I want to view the permission change signature as per the user update and the history of the role change

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • When the user adds/updates any permission, the same signature displays for all other permissions

Purpose: 

  • To display the latest signature only for the permissions added or updated

Enhanced System:

  • Display the latest signature only for the permissions added or updated
  • Display the role history by version and permission  

Impacts: None

Role Signature

Role History

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PMP-97722 - As an administrator, I want to export the activity log to an Excel file as per the filter applied to the list

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • No option to export the activity log

Purpose: 

  • Provide the option to export activity logs
  • Filter and export the data as needed

Enhanced System:

  • Provided Excel export option in the activity log screen
  • Users can filter the data as required and export the data to Excel
  • The export supports 10000 records if more records are displaying, apply the filter to reduce the records and export

Impacts: None

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PMP-99126 - User account management notification emails content updates

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • Some content of the user account management emails is written in bold letters and treated as a sense of urgency. 

Purpose: 

  • To refine the content, to avoid phishing alerts by the email engines

Enhanced System:

  • Changed the words written in capital letters to small letters
  • Changed the words sense urgency in the email content
  • Validated the latest email content by avoiding phishing signs

Impacts: None


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PMP-97723 - As an administrator, I want to remove the "Notification" option from the alert and reminder setup of Task

Configurable: No

  • Title: NA
  • Public/Private: NA
  • Default: NA

Existing System

  • While creating alerts and reminders user can select the notification type option.

Purpose: 

  • While creating alerts and reminders there is an option to select notification type. As Portal had been deprecated from the application, remove the notification type option.

Enhanced System:

  • Removed notification type option.
  • By default, the existing and new notification types will be email.

Impacts: None


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