Difference between revisions of "Version 8.1 Upgrades and Enhancements"

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Version 8.1.4 of the platform contains minor feature enhancements,
These versions of the platform contain minor feature enhancements,
as well as bug fixes.
as well as bug fixes.


''See also:''
''See also:''
:* [[Version 8.1 Platform Release Notes]]
:* [[Version 8.1 Platform Release Notes]]
:* [[:All Release Notes|Release Notes for all versions]]
<!--:* The [[Doc Notes]] tell what's new in the documentation/support pages.-->
:* [[Doc Notes]] for documentation changes.
:* [[ISV Release Notes]]
:* [[:All Release Notes]]
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__TOC__
== For Users and Designers ==
== Version 8.1.9 Changes ==
:;Position of Pie Chart Labels:By default, labels on Pie Charts are now positioned outside of the pie chart, rather than inside.


=== Enhancements ===
:;Default Chart Colors: Default colors have been changed so that the charts read better.
:;Relay Notification Alerts:At the top of the window, a small balloon indicates the number of Relay messages that have arrived. [[File:RelayNotificationAlert.png]]
 
:;New Tags for HTML Print Templates:New tags let you add [[Print Templates#Inserting an Image Stored in an Object Record|Images Stored in an Object Record]] and [[Print Templates#Inserting a Chart|Charts]] to a Print Template.
{{#if: {{ShowIsvInfo}} |
== Version 8.1.8 Changes ==
:;User name variable in User Welcome Message:Service Providers who set up a [[Template Variables in Service Provider Email Messages#User Welcome Email Message|User Welcome Email Message]] can now make use of a new template variable: <tt>$user_full_name</tt>.
}}
 
==Version 8.1.7 Changes ==
:;[Manage] Button for Application Settings:In the [[App Center]], the button you click to see application settings was previously named '''[Settings]'''.
 
:;Hidden fields are now always hidden: When a field is hidden in a form layout, it is no longer available for use in a Layout Rule. To use it in a Layout Rule, leave it visible, and use a conditional Layout Rule to hide it.
 
:;Appointment Dates in Your Time Zone:Start dates for appointments are now converted to the user's timezone.
 
==Version 8.1.6 Enhancements ==
:;Email Notifications for Relay:In your [[Relay]] profile settings, you can tell Relay to send you an email when a new post arrives in different kinds of feeds.
 
:;Mobile Access Forms:When [[Edit a Form Layout|Editing a Form Layout]], you can now designate the form for use during Mobile Access.
 
:;Adding a Pick List, Radio Buttons, or Multiple Checkboxes just got easier: When adding one of those "enumerated field" [[Field Display Types|Display Types]] to an object, a text area opens up that lets you specify the values right there on the spot, one per line.
 
:;Automatic Pie Chart when Importing Data to Create an Application:In the [[App Center]], you can import {{^CSV}} data to create an application. If that data contains an enumerated field (Pick List, Radio Buttons, or Multiple Checkboxes), then a Pie Chart based on the first enumerated field in the data is automatically constructed and displayed on the application home page.
 
:;New Search and Filter Capabilities in List Views: A new [[List View]] is shown everywhere that multiple records are displayed--for Settings, Documents, and Designer metadata, as well as for Object data. It provides an alphabetic index, search capabilities, and a drop-down for more advanced record filtering, in the form of a double down-arrow. No matter what kind of record-list you're looking at, you can find the thing(s) you're looking for more easily. 
 
:;Dynamically updated formula fields in [[Subform]]s:In a record form, a formula-field is dynamically updated as record-data changes. Previously, that was not the case for a [[Subform]] in a form. But now, all formula fields are dynamically updated, both in a Subform and in the record itself.
 
:;Sort By and Sort Order for Grids: When defining a [[Subform]], it is possible to specify the column to sort the records on, and the order in which to sort (ascending or descending).  
 
:;Reorganized Grid Settings: To make [[Subform]]s slightly easier to configure, there are now three sections:
::* '''Sort Settings''' contains the sort specifications.
::* '''Column Totals''' lets you specify which numeric and currency fields automatically generate totals.
::* '''Column-Total Adjustments''' appears when a currency field is totaled. It adds fields for surcharges, discounts, and taxes, and automatically applies those values to compute a net total.
 
:;Powerful, flexible, and customizable print capabilities:Print one record or many, or choose a [[View]] and print all of the records it contains. Choose a [[Print Form]] or a custom [[Print Template]] to use for formatting. Print in Portrait or Landscape mode. You can even set up custom print actions with pre-set defaults and fixed choices that are hidden from the user.
 
:;Built-in JavaScript Functions:Use the newly documented [[JavaScript Functions]] to customize your JSP/HTML [[Page]]s.
 
== Version 8.1.4 Enhancements  ==
 
=== For Users and Designers ===


:;Parent object fields available in formula fields:
:;Parent object fields available in formula fields:
:: Parent object fields are now available when creating a [[Formula Field]] in a child object.
:: Parent object fields are now available when creating [[Formula Fields]] in a child object.
:: '''Example:'''
:: '''Example:'''
::: Order (parent object) and Order Items (child object)
::: Order (parent object) and OrderItems (child object)
::: When you create a formula field in Order Items, all fields in the Order object are available:
::: When you create a formula field in OrderItems, all fields in the Order object are available:
::::*  On the formula field page > click '''Choose field'''
::::*  On the formula field page > click '''Choose field'''
::::*  The parent object is displayed as '''Orders >'''
::::*  The parent object is displayed as '''Orders >'''
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:;Print All:In the list view for any Object, selecting '''[More actions] > Print''' brings up a popup window that lets you specify print options. Those options let you specify individual records to print (any selections you made in the original view show as the initial set of records). In addition, you can now select a view to print the entire collection records in that view. (You can also specify the form or template to use for printing, and the page orientation.)
:;Print All:In the list view for any Object, selecting '''[More actions] > Print''' brings up a popup window that lets you specify print options. Those options let you specify individual records to print (any selections you made in the original view show as the initial set of records). In addition, you can now select a view to print the entire collection records in that view. (You can also specify the form or template to use for printing, and the page orientation.)


:;Longer grid sections:A grid section in a form can now be created with up to 100 rows. (Previously, the limit was 10.)
:;Longer Subforms:[[Subform]]s can now be created with up to 100 rows.  
:::''Learn more:'' See "Number of Rows" in [[Working_with_Form_Sections#Add_or_Edit_a_Grid_Section]]
::(Previously, the limit was 10.)
::''Learn more:'' See "Number of Rows" in [[Working with Form Sections#Add or Edit a Subform|Add or Edit a Subform]]
 
:;New buttons when editing fields:'''[Save]''' and '''[Close]''' buttons are now available in the fields tab, when editing a field.
 
:;Required, Display Only Fields:Fields can now be specified as both Required and Display Only.
::(Previously, specifying a field as Required rendered a Display Only setting irrelevant.)
::''Learn more:'' [[Forms#Fields]]
 
:;Ranges for numeric fields:
::The default minimum and maximum for numeric fields are now 0 and 999999999 (999,999,999), respectively. Those values can be modified as needed. Negative values can be specified (e.g. -6). Values can be specified up to and including the maximum positive and negative integer values.
::''Learn more:'' [[Field Display Types]]
 
=== Mobile Access Enhancements ===
:;Native mobile app for Android and iPhone:There is now a native mobile application for Android and the iPhone that will allow you to access and interact with the platform from your mobile device.
 
=== For Administrators===
:;Custom Stylesheets:If the service provider has enabled the capability, a company can specify a custom CSS [[Company Information#Stylesheet Settings|stylesheet]] to control how the platform appears to the company's users.
 
=== [[REST API]] Changes ===


:;New buttons when editing fields:'''[Save]''' and '''[Close]''' buttons are now available in the fields tab, while editing a field.
==== Global Changes ====
:;Null Checkbox Fields Return Zero:
:: When the database value for a checkbox field is null, the REST API now returns 0. (Previously, it returned an empty field.)


==== New REST Resource ====
:;[[REST API:document Resource]]:
::This resource downloads a document via REST.
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=== Significant Changes ===
=== Significant Changes ===
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:::* {{TBD|link to wiki page}}
:::* {{TBD|link to wiki page}}


{{#if: {{ShowDevInfo}} |
== For Developers ==
== For Developers ==


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:: ''Learn more:''
:: ''Learn more:''
:::* {{TBD|link to wiki page}}
:::* {{TBD|link to wiki page}}


== [[Java API]] Changes ==
== [[Java API]] Changes ==
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:;API_link (new):
:;API_link (new):
:: Description.
:: Description.
== [[REST API]] Changes ==
=== Global Changes ===
:;Item:
:: Description.
=== New (Provisional) REST Resources ===
These new resources are [[Provisional]]. (Full functionality may not yet be implemented.)
:;Resource_link:
::Description


=== REST Resources ===
=== REST Resources ===
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:''Learn more:''  
:''Learn more:''  
::* {{TBD|link to alternative}}
::* {{TBD|link to alternative}}
}} <!.. END ShowDevInfo -->
<noinclude>
<noinclude>


[[Category:Release Notes]]
[[Category:Release Notes]]
</noinclude>
</noinclude>

Latest revision as of 23:45, 9 January 2014

These versions of the platform contain minor feature enhancements, as well as bug fixes.

See also:

1 Version 8.1.9 Changes

Position of Pie Chart Labels
By default, labels on Pie Charts are now positioned outside of the pie chart, rather than inside.
Default Chart Colors
Default colors have been changed so that the charts read better.
New Tags for HTML Print Templates
New tags let you add Images Stored in an Object Record and Charts to a Print Template.

2 Version 8.1.8 Changes

User name variable in User Welcome Message
Service Providers who set up a User Welcome Email Message can now make use of a new template variable: $user_full_name.

3 Version 8.1.7 Changes

[Manage] Button for Application Settings
In the App Center, the button you click to see application settings was previously named [Settings].
Hidden fields are now always hidden
When a field is hidden in a form layout, it is no longer available for use in a Layout Rule. To use it in a Layout Rule, leave it visible, and use a conditional Layout Rule to hide it.
Appointment Dates in Your Time Zone
Start dates for appointments are now converted to the user's timezone.

4 Version 8.1.6 Enhancements

Email Notifications for Relay
In your Relay profile settings, you can tell Relay to send you an email when a new post arrives in different kinds of feeds.
Mobile Access Forms
When Editing a Form Layout, you can now designate the form for use during Mobile Access.
Adding a Pick List, Radio Buttons, or Multiple Checkboxes just got easier
When adding one of those "enumerated field" Display Types to an object, a text area opens up that lets you specify the values right there on the spot, one per line.
Automatic Pie Chart when Importing Data to Create an Application
In the App Center, you can import CSV data to create an application. If that data contains an enumerated field (Pick List, Radio Buttons, or Multiple Checkboxes), then a Pie Chart based on the first enumerated field in the data is automatically constructed and displayed on the application home page.
New Search and Filter Capabilities in List Views
A new List View is shown everywhere that multiple records are displayed--for Settings, Documents, and Designer metadata, as well as for Object data. It provides an alphabetic index, search capabilities, and a drop-down for more advanced record filtering, in the form of a double down-arrow. No matter what kind of record-list you're looking at, you can find the thing(s) you're looking for more easily.
Dynamically updated formula fields in Subforms
In a record form, a formula-field is dynamically updated as record-data changes. Previously, that was not the case for a Subform in a form. But now, all formula fields are dynamically updated, both in a Subform and in the record itself.
Sort By and Sort Order for Grids
When defining a Subform, it is possible to specify the column to sort the records on, and the order in which to sort (ascending or descending).
Reorganized Grid Settings
To make Subforms slightly easier to configure, there are now three sections:
  • Sort Settings contains the sort specifications.
  • Column Totals lets you specify which numeric and currency fields automatically generate totals.
  • Column-Total Adjustments appears when a currency field is totaled. It adds fields for surcharges, discounts, and taxes, and automatically applies those values to compute a net total.
Powerful, flexible, and customizable print capabilities
Print one record or many, or choose a View and print all of the records it contains. Choose a Print Form or a custom Print Template to use for formatting. Print in Portrait or Landscape mode. You can even set up custom print actions with pre-set defaults and fixed choices that are hidden from the user.
Built-in JavaScript Functions
Use the newly documented JavaScript Functions to customize your JSP/HTML Pages.

5 Version 8.1.4 Enhancements

5.1 For Users and Designers

Parent object fields available in formula fields
Parent object fields are now available when creating Formula Fields in a child object.
Example:
Order (parent object) and OrderItems (child object)
When you create a formula field in OrderItems, all fields in the Order object are available:
  • On the formula field page > click Choose field
  • The parent object is displayed as Orders >
  • Click that entry to get a list of fields in the Orders object
Print All
In the list view for any Object, selecting [More actions] > Print brings up a popup window that lets you specify print options. Those options let you specify individual records to print (any selections you made in the original view show as the initial set of records). In addition, you can now select a view to print the entire collection records in that view. (You can also specify the form or template to use for printing, and the page orientation.)
Longer Subforms
Subforms can now be created with up to 100 rows.
(Previously, the limit was 10.)
Learn more: See "Number of Rows" in Add or Edit a Subform
New buttons when editing fields
[Save] and [Close] buttons are now available in the fields tab, when editing a field.
Required, Display Only Fields
Fields can now be specified as both Required and Display Only.
(Previously, specifying a field as Required rendered a Display Only setting irrelevant.)
Learn more: Forms#Fields
Ranges for numeric fields
The default minimum and maximum for numeric fields are now 0 and 999999999 (999,999,999), respectively. Those values can be modified as needed. Negative values can be specified (e.g. -6). Values can be specified up to and including the maximum positive and negative integer values.
Learn more: Field Display Types

5.2 Mobile Access Enhancements

Native mobile app for Android and iPhone
There is now a native mobile application for Android and the iPhone that will allow you to access and interact with the platform from your mobile device.

5.3 For Administrators

Custom Stylesheets
If the service provider has enabled the capability, a company can specify a custom CSS stylesheet to control how the platform appears to the company's users.

5.4 REST API Changes

5.4.1 Global Changes

Null Checkbox Fields Return Zero
When the database value for a checkbox field is null, the REST API now returns 0. (Previously, it returned an empty field.)

5.4.2 New REST Resource

REST API:document Resource
This resource downloads a document via REST.