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Bizview v23.4 Release Notes

This topic describes feature enhancements, resolved issues, and important information for Bizview v23.4, released on December 8th, 2023.

Important: Features that are still in development are denoted with a .

To purchase this product, contact US Sales or UK Sales.

Bizview v23.4.7 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

The Settings flyout now includes the ability to apply formatting to Subtotals, as well as view the existing formatting applied to rows.

Pendo Resource Center

Platform users can now access the Pendo Resource Center via the Help menu in Bizview.

Custom Function

A new custom function, CF_STATIC, can be added to the Template Design to evaluate formulas or nested functions and replace them with the static value so that the formulas don't need to be re-evaluated every time they are used in the template. This function is also available tin the right-click cell context menu and applies to both FORM and REPORT template types.

On-Premise Customers

This release marks a significant shift in our development focus for the on-premises version of our product. While we remain dedicated to providing a reliable and secure environment for existing deployments, our resources will now primarily target the ongoing development of new features and functionalities for our cloud-based offering. What this means for you:

  • Continued Support: We are committed to providing ongoing technical support for on-premises users. This includes addressing critical bugs and maintaining the stability of your existing environment.
  • No New Features: From 23.4.7 onward, development efforts will be directed towards enhancing the cloud version. New features and functionalities will be introduced for the cloud version.

Bizview v23.4.7 Resolved Issues

Title Description
Salesforce Case: 03701539

Utilizing the "Automatically include object structure and attribute columns" feature with an advanced Data View query now validates based on the client that owns the record, as expected.

Bizview v23.4.6 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Template Designers can now define a custom format for Subtotal rows, allowing them to match it to the specific branding theme. Additionally, the Settings flyout now contains a remove option that allows Template Designers to remove a Subtotal level so that they can keep the template up to date.

Manage Concurrency in Forms

The Locked Records grid now includes an 'Unlock' icon that allows Administrators to unlock Input Forms so that other users are not blocked from adding their input.

 

Bizview v23.4.6 Resolved Issues

Title Description
Salesforce Case: 04551015

The issue with mismatching column names in the Microsoft Dynamic O-Data Plugin has been resolved.

Bizview v23.4.5 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Template Designers now have the ability to add Subtotals from the Settings flyout, as supported by the new 'Apply' and 'Cancel' buttons.

Additionally, the Subtotal section now includes a 'Formatting' drop-down that allows Template Designers to format subtotal rows so that they are easily identifiable in the generated template. Formatting options include:
Bluescale

  • Greenscale
  • Greyscale
Manage Concurrency in Forms

Hovering over the Locked icon in the Form header now displays a tooltip that details which user locked the Form, as well as the date and time it was locked.


Administrators now have access to a Locked Record page that provides an overview of all templates that are locked for input by users. This page is accessible at the Application and Client level and includes the following details:

  • Client
  • Locked Template
  • Pane Values
  • Locked By
  • Locked On

Bizview v23.4.5 Resolved Issues

Title Description
Salesforce Case: 03610326 You no longer receive a 500 Internal Server Error when attempting to save a corrected SQL Query in Data Views after a failed save attempt.
Salesforce Case: 04527295 You can now save a new or existing Workflow without setting a Due Data in the Property Panel, as expected.
Salesforce Case: 04503531 You no longer receive an error when attempting to schedule a job with a fixed frequency type when the timestamp is empty.

Bizview v23.4.4 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Subtotal details added to the worksheet now display in the right panel, allowing Template Designers to easily access and view the values.

Manage Concurrency in Forms

Forms can be locked for modification based on the selection pane criteria. If the Form has a selection pane, verify based on the selection pane values:

  • If control values match those of the primary user, then the Form should be locked
  • If mandatory control values match but non-mandatory values differ, then the Form should be locked
  • If controls have multi-select values and some of them overlap with the selection of the primary user, then the Form should be locked

Users are now notified when a locked Form is released and available to subsequent users for modifications.
Additionally, there is a new 'Locked Records' sub-menu within Settings that enables Administrators to see all locked input Form records, as well as the ability to unlock these records.

MS Dynamics Plugin

The OData plugin now supports MS Dynamics.

Bizview v23.4.4 Resolved Issues

Title Description
Salesforce Case: 04487869

The Xero login no longer fails due to redirection.

Salesforce Case: 04481277 The correct file extension, xlsx, now displays on the Currency Rates export, as expected.
Salesforce Case: 03962693 The correct sequence number now displays when adding dim mappings, as expected.

Bizview v23.4.3 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

The Settings flyout now offers the ability to add a property when configuring the report data. Upon selecting 'Add property', Template Designers can access all required details for a subtotal function, including:

  • Group by
  • Function
  • Viewtag
Drag and Drop Enhancements The Data View field now displays on the Settings flyout, allowing Template Designers to view the settings that belong to a particular field.
Manage Concurrency in Forms Input Templates now include an "Enable Input Lock" column that allows System Administrators (BV30 role) to enable the Lock Input feature on individual templates. Additionally, you can now open a read-only version of a locked Form through the Workspace module.

Bizview v23.4.3 Resolved Issues

Title Description
Salesforce Case: 03609069

Preview performance was improved for Templates with Spreadkeys.

Salesforce Case: 04038617 The Global Filter (Column D) no longer clears upon updating a parameter in the right panel.
Salesforce Case: 04471556 When trying to add a new mapping for an object with the type Object Attribute or Parent Attribute, the system no longer automatically changes the mapping type to Parent Object upon saving.
Salesforce Case: 04028279 You can now edit multiple saved rows in a Gridform without receiving an error, as expected.

 

Bizview v23.4.2 Feature Enhancements

Title Description
Template Enhancements 

A new Settings tab allows Template designers to configure different template properties so that they can analyze the data in their generated reports.

Drag and Drop Enhancements The field_id now displays when you retrieve the Data View Fields list. Prior to this enhancement, the Data View list only showed the Display Name until the field was dragged into the Column and Row drop boxes.

Bizview v23.4.2 Resolved Issues

Title Description
Salesforce Case: 03971171

The Tripletex Plugin now executes the correct parameter, as expected.

Salesforce Case: 03971171 Removing the axis-max-min filter no longer breaks your Dashboard chart.

Bizview v23.4.1 Feature Enhancements

Title Description
Manage Concurrency in Forms - Lock/Unlock Input Data

In Forms, the Home toolbar now includes a lock icon that allows you to disable other users from making edits so that you are the only person who has the ability to update the data, while others can simply view it in Read-only mode.

Events Template Design The order of event grids now display in the same order as execution so that it's easier to understand the order in which the event is run.

 

Bizview v23.4.1 Resolved Issues

Title Description
Salesforce Case: 03877366

You can now use copy and paste in Forms, as expected.

Salesforce Case: 03779761 ROWGROUP now works, as expected.
Salesforce Case: 03289624

Bizview no longer returns exceptions for scheduled jobs in the Business Central Plugin.

Salesforce Case: 03604145

When editing a cell, if the same value is entered after being removed, the cell value now updates accordingly.

Salesforce Case:03345354

Bizview now cleans sessions generated by the Template 'After Form Values Saved' Event, improving performance.

 

Bizview v23.4 Feature Enhancements

Title Description
Disable/Enable Workflow Steps

Workflow designers now have the ability to disable or enable workflow steps in Design mode. This enhancement promotes easier workflow management by allowing admins to deactivate a step, or multiple steps, without having to delete the workflow altogether. Once deactivated, admins can then reactivate the step with the click of a button, rather than recreating each disabled step.

Template Design Validation There are new validation rules that apply when designing a template in template version one.
Drag and Drop Enhancements

This release includes numerous enhancements to the Data Binding section in Template Design, as well as the Drag and Drop feature previously implemented in Bizview v23.2. Updates include, but are not limited to, the ability to select numerous Data Views, visual representations for Data Views, measure fields, and common dimensions, and new Data Binding sections.

Toggle Data Binding Design

The new report template parameter, NEW_DATA_BIND, gives you the option to utilize the new drag and drop design introduced in Bizview v23.2. To continue using the existing data binding functionality, set this parameter to 'DISABLED'. For new reports, the default value for this parameter is 'ENABLED'.

Platform Data Sharing (PDS)

System Administrators can now import PDS data via the Bizview application. This enhancement provides a drop-down menu that allows you to import data for different Business Views. Upon import, Bizview displays a log that identifies which Business Views were successfully imported, along with a list of any that failed.

Job Schedules and Logs - Switch Timezone View The Timezone drop-down now includes additional timezones that allow you to switch to your preferred timezone when viewing Job Schedules and Job logs.

 

 

Published:

Bizview v23.4 Release Notes

This topic describes feature enhancements, resolved issues, and important information for Bizview v23.4, released on December 8th, 2023.

Important: Features that are still in development are denoted with a .

To purchase this product, contact US Sales or UK Sales.

Bizview v23.4.7 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

The Settings flyout now includes the ability to apply formatting to Subtotals, as well as view the existing formatting applied to rows.

Pendo Resource Center

Platform users can now access the Pendo Resource Center via the Help menu in Bizview.

Custom Function

A new custom function, CF_STATIC, can be added to the Template Design to evaluate formulas or nested functions and replace them with the static value so that the formulas don't need to be re-evaluated every time they are used in the template. This function is also available tin the right-click cell context menu and applies to both FORM and REPORT template types.

On-Premise Customers

This release marks a significant shift in our development focus for the on-premises version of our product. While we remain dedicated to providing a reliable and secure environment for existing deployments, our resources will now primarily target the ongoing development of new features and functionalities for our cloud-based offering. What this means for you:

  • Continued Support: We are committed to providing ongoing technical support for on-premises users. This includes addressing critical bugs and maintaining the stability of your existing environment.
  • No New Features: From 23.4.7 onward, development efforts will be directed towards enhancing the cloud version. New features and functionalities will be introduced for the cloud version.

Bizview v23.4.7 Resolved Issues

Title Description
Salesforce Case: 03701539

Utilizing the "Automatically include object structure and attribute columns" feature with an advanced Data View query now validates based on the client that owns the record, as expected.

Bizview v23.4.6 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Template Designers can now define a custom format for Subtotal rows, allowing them to match it to the specific branding theme. Additionally, the Settings flyout now contains a remove option that allows Template Designers to remove a Subtotal level so that they can keep the template up to date.

Manage Concurrency in Forms

The Locked Records grid now includes an 'Unlock' icon that allows Administrators to unlock Input Forms so that other users are not blocked from adding their input.

 

Bizview v23.4.6 Resolved Issues

Title Description
Salesforce Case: 04551015

The issue with mismatching column names in the Microsoft Dynamic O-Data Plugin has been resolved.

Bizview v23.4.5 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Template Designers now have the ability to add Subtotals from the Settings flyout, as supported by the new 'Apply' and 'Cancel' buttons.

Additionally, the Subtotal section now includes a 'Formatting' drop-down that allows Template Designers to format subtotal rows so that they are easily identifiable in the generated template. Formatting options include:
Bluescale

  • Greenscale
  • Greyscale
Manage Concurrency in Forms

Hovering over the Locked icon in the Form header now displays a tooltip that details which user locked the Form, as well as the date and time it was locked.


Administrators now have access to a Locked Record page that provides an overview of all templates that are locked for input by users. This page is accessible at the Application and Client level and includes the following details:

  • Client
  • Locked Template
  • Pane Values
  • Locked By
  • Locked On

Bizview v23.4.5 Resolved Issues

Title Description
Salesforce Case: 03610326 You no longer receive a 500 Internal Server Error when attempting to save a corrected SQL Query in Data Views after a failed save attempt.
Salesforce Case: 04527295 You can now save a new or existing Workflow without setting a Due Data in the Property Panel, as expected.
Salesforce Case: 04503531 You no longer receive an error when attempting to schedule a job with a fixed frequency type when the timestamp is empty.

Bizview v23.4.4 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

Subtotal details added to the worksheet now display in the right panel, allowing Template Designers to easily access and view the values.

Manage Concurrency in Forms

Forms can be locked for modification based on the selection pane criteria. If the Form has a selection pane, verify based on the selection pane values:

  • If control values match those of the primary user, then the Form should be locked
  • If mandatory control values match but non-mandatory values differ, then the Form should be locked
  • If controls have multi-select values and some of them overlap with the selection of the primary user, then the Form should be locked

Users are now notified when a locked Form is released and available to subsequent users for modifications.
Additionally, there is a new 'Locked Records' sub-menu within Settings that enables Administrators to see all locked input Form records, as well as the ability to unlock these records.

MS Dynamics Plugin

The OData plugin now supports MS Dynamics.

Bizview v23.4.4 Resolved Issues

Title Description
Salesforce Case: 04487869

The Xero login no longer fails due to redirection.

Salesforce Case: 04481277 The correct file extension, xlsx, now displays on the Currency Rates export, as expected.
Salesforce Case: 03962693 The correct sequence number now displays when adding dim mappings, as expected.

Bizview v23.4.3 Feature Enhancements

Title Description
Template Enhancements - Subtotals 

The Settings flyout now offers the ability to add a property when configuring the report data. Upon selecting 'Add property', Template Designers can access all required details for a subtotal function, including:

  • Group by
  • Function
  • Viewtag
Drag and Drop Enhancements The Data View field now displays on the Settings flyout, allowing Template Designers to view the settings that belong to a particular field.
Manage Concurrency in Forms Input Templates now include an "Enable Input Lock" column that allows System Administrators (BV30 role) to enable the Lock Input feature on individual templates. Additionally, you can now open a read-only version of a locked Form through the Workspace module.

Bizview v23.4.3 Resolved Issues

Title Description
Salesforce Case: 03609069

Preview performance was improved for Templates with Spreadkeys.

Salesforce Case: 04038617 The Global Filter (Column D) no longer clears upon updating a parameter in the right panel.
Salesforce Case: 04471556 When trying to add a new mapping for an object with the type Object Attribute or Parent Attribute, the system no longer automatically changes the mapping type to Parent Object upon saving.
Salesforce Case: 04028279 You can now edit multiple saved rows in a Gridform without receiving an error, as expected.

 

Bizview v23.4.2 Feature Enhancements

Title Description
Template Enhancements 

A new Settings tab allows Template designers to configure different template properties so that they can analyze the data in their generated reports.

Drag and Drop Enhancements The field_id now displays when you retrieve the Data View Fields list. Prior to this enhancement, the Data View list only showed the Display Name until the field was dragged into the Column and Row drop boxes.

Bizview v23.4.2 Resolved Issues

Title Description
Salesforce Case: 03971171

The Tripletex Plugin now executes the correct parameter, as expected.

Salesforce Case: 03971171 Removing the axis-max-min filter no longer breaks your Dashboard chart.

Bizview v23.4.1 Feature Enhancements

Title Description
Manage Concurrency in Forms - Lock/Unlock Input Data

In Forms, the Home toolbar now includes a lock icon that allows you to disable other users from making edits so that you are the only person who has the ability to update the data, while others can simply view it in Read-only mode.

Events Template Design The order of event grids now display in the same order as execution so that it's easier to understand the order in which the event is run.

 

Bizview v23.4.1 Resolved Issues

Title Description
Salesforce Case: 03877366

You can now use copy and paste in Forms, as expected.

Salesforce Case: 03779761 ROWGROUP now works, as expected.
Salesforce Case: 03289624

Bizview no longer returns exceptions for scheduled jobs in the Business Central Plugin.

Salesforce Case: 03604145

When editing a cell, if the same value is entered after being removed, the cell value now updates accordingly.

Salesforce Case:03345354

Bizview now cleans sessions generated by the Template 'After Form Values Saved' Event, improving performance.

 

Bizview v23.4 Feature Enhancements

Title Description
Disable/Enable Workflow Steps

Workflow designers now have the ability to disable or enable workflow steps in Design mode. This enhancement promotes easier workflow management by allowing admins to deactivate a step, or multiple steps, without having to delete the workflow altogether. Once deactivated, admins can then reactivate the step with the click of a button, rather than recreating each disabled step.

Template Design Validation There are new validation rules that apply when designing a template in template version one.
Drag and Drop Enhancements

This release includes numerous enhancements to the Data Binding section in Template Design, as well as the Drag and Drop feature previously implemented in Bizview v23.2. Updates include, but are not limited to, the ability to select numerous Data Views, visual representations for Data Views, measure fields, and common dimensions, and new Data Binding sections.

Toggle Data Binding Design

The new report template parameter, NEW_DATA_BIND, gives you the option to utilize the new drag and drop design introduced in Bizview v23.2. To continue using the existing data binding functionality, set this parameter to 'DISABLED'. For new reports, the default value for this parameter is 'ENABLED'.

Platform Data Sharing (PDS)

System Administrators can now import PDS data via the Bizview application. This enhancement provides a drop-down menu that allows you to import data for different Business Views. Upon import, Bizview displays a log that identifies which Business Views were successfully imported, along with a list of any that failed.

Job Schedules and Logs - Switch Timezone View The Timezone drop-down now includes additional timezones that allow you to switch to your preferred timezone when viewing Job Schedules and Job logs.

 

 

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