Featuresī¸
- Introducing Databricks Data Selectors & Sync (Beta), a new feature that allows users to easily select and synchronize data with a Databricks environment (via the Databricks API). This is beta functionality and not yet suitable for production use. #integration #workflow #system 21.1.317 #356515
- Execute Electronic Balloting is now Available! Execute Electronic Balloting is a powerful new module that seamlessly extends Execute AFE, transforming the way operators collaborate with partners. With a single Send click, ballots are securely delivered to partners - whether they use Execute or not - eliminating manual email chains and PDF chaos. Track delivery and partner status in real-time. Responses flow directly back into Execute, automatically updating ballot positions and saving hours of administrative effort on every AFE. Faster workflows. Better visibility. Less busywork. #afe #balloting 21.1.316
Enhancements
- SharePoint authentication has been updated to use certificate-based authentication instead of username and password, aligning with modern SharePoint security standards. #integration #security #api 21.1.317 #356724
- The BallotUpload process now properly cleans up its temporary files after streaming rendered forms, helping keep the system tidy and preventing unnecessary file buildup. #system #performance 21.1.317 #296318
- The custom business rule configuration interface has been migrated from Angular to jQuery. #ui #system #security #admin 21.1.317 #350023
- The Comments view has been migrated from Angular to jQuery. #ui #system #security 21.1.317 #350025
- The Document Types management tool has been migrated from Angular to jQuery. #admin #ui #system #security 21.1.317 #350017
- The reminder time selection interface has been migrated from Angular to jQuery. #ui #system #security #admin 21.1.317 #350024
- Updated DataTables JavaScript from version 1.9.4 to 1.13 to address security concerns and improve compatibility. #security #system #ui 21.1.317 #352852
- The marked.js library has been updated to the latest stable v12.x, bringing improved security, better performance, and new features to Markdown rendering across the application. This update affects areas like the MOTD banner, help text, and help page viewer, ensuring a smoother and safer user experience when viewing Markdown content. #security #performance #ui 21.1.317 #354511
- On sign-in, Execute now automatically updates your user timezone to match your current browser timezone. Previously, it would prompt you when the browser timezone differed from the user timezone. #system #ui 21.1.316 #353437
- Document syncs now include the plugin source file name as the save comment, making it easier to identify the origin of changes. Instead of writing the filename in the comment text, it is stored in the designated source field for clearer tracking. #plugins #integration #system 21.1.316 #351021
- Added an emergency feature flag that allows you to stop loading database plugins if they cause issues, preventing situations where the app starts but documents can’t be saved due to a broken plugin. #plugins #system #admin 21.1.310 #351023
- Added new API Key renewal functionality and API to make it possible to routinely rotate API keys. #api #security #ui 21.1.310 #351519
- PDF locking has been disabled for generated AFE and Document forms to accommodate use cases like electronic signatures. #afe #attachments #system 21.1.310 #351314
- The year range for Estimate Periods on AFEs has been expanded from 4 years around the current year to 10 years. #afe #ui 21.1.310 #349732
- The document print action modal has been migrated from Angular to jQuery. This was part of our migration away from AngularJS and has no functional impact. #ui #security 21.1.310 #350013
- The Manage Forms tool has been migrated from Angular to jQuery. This was part of our migration away from AngularJS and has no functional impact. #ui #security 21.1.310 #350021
- Preview Approvers actions for RTD and RTX have been migrated from Angular to jQuery. This was part of our migration away from AngularJS and has no functional impact. #ui #security 21.1.310 #350016
- We’ve added new log messages to improve troubleshooting during database upgrades. #system #opsched 21.1.310 #346403
- The AFE Printing dialog has been simplified to make selecting partners and forms easier, with new options to generate and download individual PDFs per partner. You can now hide affiliates and electronic balloting companies from the print list, and generated filenames are more descriptive, including AFE number, partner name, and form name when applicable. Additionally, PDF attachments can be included in the final output for a more complete package. #afe #ui #attachments 21.1.310 #349606
- SQL Warehouse sync scheduling has been improved to allow intervals up to one day, with a new anchor hour ensuring daily or twice-daily syncs run at consistent, predictable times regardless of server restarts. #opsched #system 21.1.310 #351568
- Document Sync now takes non-exclusive (shared) locks on supported document types, increasing the chances that updates will succeed even when documents are open by other users. #well #integration #system 21.1.310 #351588
- The SQLite library has been upgraded to a newer version. #security 21.1.310 #350873
- The application has been updated to Angular 1.8.3 to mitigate multiple potential issues. #security 21.1.310 #349743
Bugs
- Improvements to error message reporting when the Integration Agent encounters a TLS certificate error. #security #integration #system 21.1.317 #353967
- The AFE Project Allocation Report now correctly allocates actuals and field costs in systems where an account-level filter is not in use. #afe #reporting #budget 21.1.317 #351841
- Fixed an issue where the Auto-release process was not updating the ‘Next Reviewing Position’ and ‘Next Approving Position’ fields. #workflow #system 21.1.317 #355395
- Fixed a critical issue where selecting blocks in Blockly was not working in the latest versions of Chrome and Edge. #ui #system 21.1.317 #356620
- Fixed an issue where the browse reports screen incorrectly showed a calculated field edit icon next to every field. #reporting #ui 21.1.317 #355095
- Fixed an issue where very long field names could break the Excel sheets downloaded from the browse screen. #reporting #attachments #system 21.1.317 #353469
- Fixed an issue where Custom Tab Text Sections did not support multiple line input, allowing users to now enter and display text across several lines as intended. #ui #system 21.1.317 #295772
- If you set your preferred date format to ‘mmm dd yyyy’ (a reasonable choice), you can now actually enter dates in that format like you’d expect. #ui #system 21.1.317 #349499
- Fixed an issue where emails appeared distorted or improperly formatted when viewed in Gmail Web, ensuring a cleaner and more consistent email display for users. #email #ui 21.1.317 #353687
- Error messages now display correctly without incorrect HTML escaping, making it easier to understand issues when they occur. #ui #system 21.1.317 #353996
- Fixed errors occurring when copying data from PostgreSQL to MSSQL using the database tool, ensuring smoother and more reliable data transfers between these systems. #integration #system 21.1.317 #355211
- The Job Report dropdown in the Schedule Editor now only displays Global reports, making it easier to find the right report without clutter from other report types. #ui #reporting #opsched 21.1.317 #306212
- The response date for a partner now correctly clears when the status is removed, ensuring your data stays accurate and up to date without any extra clicks. #workflow #ui 21.1.317 #354221
- Fixed an issue where slashes in text sections and separators within the workflow task modal would hide the text or separator. #workflow #ui 21.1.317 #353990
- We’ve resolved a performance issue affecting workflow reporting, so generating your reports should now be faster and smoother, even when handling large data sets. #workflow #reporting #performance 21.1.317 #355718
- Workflow tasks now correctly disable fields when you don’t have edit rights. #workflow #ui #security 21.1.317 #354592
- Workflow task reminders now correctly send notifications even when the underlying workflow definition was deleted. #workflow #email #system 21.1.317 #355065
- Approval and review paths now default to the ‘Always’ view rule, saving an annoying and unnecessary step when implementing them. #workflow #ui #system 21.1.316 #351887
- Increased the maximum number of primary document types that could be shown in the header (before being turned into an annoying dropdown) from 7 (I’m sure it made sense at the time) to 10. #ui #system 21.1.316 #352475
- Fixed an issue where slashes in text sections and separators within the workflow task popup broke our user interface. #workflow #ui 21.1.316 #353990
- When AFE is automatically reviewed, there is no review user associated with the Auto Release review position. This empty user caused an error when reporting on the “Reviewed by me” field. #afe #reporting #workflow 21.1.316 #353139
- When we tried to lock down the ‘Pair New Device’ menu item for federated environments, we locked it down a bit too much. It was missing and has now been restored. #ui #system 21.1.310 #352072
- Fixed issue with bulk loading AFE estimates using out Data Loaders. #afe #loader #integration 21.1.310 #351087
- Fixed an issue where if base AFE of a revision or supplement was incorrectly allocated to a project there was no way to fix the mapping. #afe #budget #system 21.1.310 #350440
- Fixed an issue where DataHub/SQL Warehouse Schema Publisher could generate foreign key name collisions. #integration #system 21.1.310 #351164
- Fixed a minor JavaScript error that appeared on the AFE Review Status page when opening a newly created AFE. #afe #ui #system 21.1.310 #351391
- The Workflow Task graph has been adjusted to reduce clutter caused by too many nodes or overly large node labels, making it easier to read and navigate your task flows. #workflow #ui 21.1.310 #350288
- The integration agent availability status now correctly displays in the UI, resolving the issue where it always showed as “unavailable.” #integration agent #ui #integration 21.1.310
- Fixed an issue where Execute’s workflow diagrams would break if tasks contained markdown. #workflow 21.1.309 #349858
- Fixed an issue where the installer could not correctly detect user SIDs for Group Managed Service Accounts (GMSA), ensuring smoother installation and configuration when using these accounts. #system #admin 21.1.308 #349480