Notes
- If you are currently using Execute’s legacy integration with SharePoint, please get in touch with Quorum Support prior to upgrading to this version.
Schema Changes
- Added a new field “IS_REMOVED_VERSION” to the AFE and AFE_H tables to differentiate between deleted AFEs and deleted AFE versions (unrevise/unsupplement) to support the new Undelete feature.
Features️
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Improved support for integration with document management systems such as SharePoint and DynamicDocs.
#system
#246071
With this update, Execute now includes support for integrating with the following document management systems:
- Quorum’s DynamicDocs
- Microsoft’s SharePoint
Execute now supports multiple pluggable “AttachmentStores” which can selectively take over the storage of attachments.
- Each attachment store can decide which document(s) (AFE, Well, …) it should store attachments for.
- Execute supports pushing and maintaining additional meta-data for each attachment to help searching/sorting/categorization/etc. in the document management system.
This gives a great deal of flexibility. For example, you can use SharePoint for “approved” AFE attachments, DynamicDocs for Well-level attachments, and the built-in storage for everything else.
Plugins for these integrations are found under
plugins_available\integration\product_integrations\document_management.
Enhancements
- The project reforecasting process now better identifies when a project needs forecasting, and better handles changes to historical AFE actuals (such as when changing mappings). #budget #164376
- Added a new AFE-level field “Available Project Capital” which shows the remaining capital available for an AFE (total capital available for allocation project activities less any AFEs allocated to those activities). This makes it easy to build business rules that alert the user when their AFE exceeds the available budget. #afe #243837
- Forced a “recalculate” when creating Excel Template Reports to resolve issues using those sheets directly in systems which don’t support Excel calculations natively. By the way, if you find it cumbersome to manage your Excel Template reports in Execute we’ll have a thing for that in the next update! #system #244228
- Added an alert when adding a connection string to a SQL Server database without enabling end-to-end encryption in the connection string (Encrypt=true). We strongly recommend enabling end-to-end encryption when configuring Execute to connect to any SQL / Azure SQL database over an untrusted network. #security #integration #244240
- We made the account group on accounts an optional field so make implementation easier for those of you who don’t need the cosmetic grouping of AFE costs by account group. In addition, this makes it possible to sync the list of accounts from a 3rd party system that doesn’t have a similar concept of Account Group. #afe #244439
- Accidentally deleted the wrong document? We’ve all done it. We’ve now added a “Undelete” action to deleted records that brings that document back from the dead. In general, the rule of thumb is that “if you can delete it, you can now undelete it!”. (Note that for AFEs specifically, Undelete is only available for AFEs deleted after taking this update.) #system #244584
- If you are a heavy user of Document Links, you’ll be overjoyed to know that you can now create summary tabs that list all linked documents of a specified type and give the administrator and the end-user the ability to control which columns they see. These are controlled by the new “plugins_available\customization\tabs\documentlinksummary.config.sample” plugin #system #245826
- Sample configuration for integration with Quorum’s OnDemand Accounting system #afe
Bugs
- Fixed an issue where the background process that updated Jobs with the latest schedule information would create zillions of sessions rather than just creating one and reusing it. Fortunately, these sessions were internal (no licensing effect), but it looked messy in the logs. #opsched #241305
- Updated the “custom_table.config.sample” to include an example of the GridHeight attribute which is used to control the size of the table. #system #241634
- Fixed issue where the Data Loaders were unable to load data into a table added to an Additional Storage Table. #system #242480
- Removed the configuration lock on the WELL and SITE fields on the RTX document so that administrators are able to update configuration for these fields (such as to adjust field-level permissions, and list field filters). #well delivery #243510
- Fixed an issue where formulas with many nested if() statements were extremely slow to compile/evaluate. #system #244145
- An activity being the destination of multiple relations caused an error when adding from the job scheduler. These activities are now skipped. #opsched #244317
- Fixed an issue where a broken formula on a document would break the “Undo” button for that document. #system #244529
- Fixed an issue where a % sign included in a report title would prevent you from exporting that report to Excel. #system #244942
- Resolved issue where Account Rules could show “UNDEFINED TEMPLATE ‘contains’” when using Account Rule by Pattern. #afe #admin #245202
- Resolved an issue where the schedule view configuration tool would fail to work properly on schedules without any activities. #opsched #245393