Features️
- Administrators can now create custom HTML content pages that appear as menu items under the Help menu, making it easier to provide company specific documentation directly within the application. Configuring HTML pages requires the Can Manage HTML Items user privilege (Tools > Configuration > User Roles). As well, the Display Custom HTML Help setting must be set to Yes (Tools > Configuration > Settings). #admin #ui 21.1.326 #353621
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An administrator can mark documents as Global Templates to provide a starting point to create a new AFE, Job, Well, Site or other document.
#ui
#admin
21.1.325
#361485
To create, edit, or remove Global Templates, you must have the Manage Global Templates privilege. Users with this privilege will see an “All Global Templates” report in the report list on the browse page of eligible documents.
To mark a document as a Global Template, view the document and select “More > Mark as Global Template”. A Global Template Description is required and can guide creators as to the information within that template. Documents that are marked as a Global Template can only be edited by users with the Manage Global Templates privilege. Once a document is marked as a Global Template, creators will see a list of the templates under the “Create New” button.
If a creator has used the template button on an AFE or a Job to create their own templates, these user templates will also be listed under the “Create New” button, along with any Global Templates.
There are two columns that can been added to a browse report in order to find documents that have been marked as a Global Template:
- Is Global Template
- Global Template Description
A creator will only see Global Templates listed that they have permissions to see, according to their view rights.
Note: If your organization uses advanced workflows and plans to use the Global Templates feature, you may want to adjust the workflow activation rules to exclude documents marked as a Global Template.
Enhancements
- Improved file attachments: They now transfer via HTTP POST operations with no visible file-specific URL. The UI now consistently offers both the view-in-browser and download option. #attachments #ui 21.1.328 #1845349
- Enabled compatibility mode for page unload events to prevent the possibility of spurious locked documents caused by the ongoing plan to deprecate unload events in Chrome. #system #ui #performance 21.1.328 #1846216
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Updated the SQL-based Schedule import plugin (
schedule\query\query_based_schedule.config.sample) to support database connections via the integration agent. #opsched #integration agent 21.1.328 #1848713 - Improved the logging for the Bulk Sync API by adding a new verbose parameter that, when enabled, logs each CSV row’s processing outcome—even if unchanged. We’ve also clarified row numbering to match Excel row numbers. #api 21.1.326 #360356
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Custom list field values can now automatically populate CREATOR and OWNER fields, making it easy to build rules based on who created or owns a given value.
#admin
#ui
21.1.326
#363590
To track the Creator and Owner names on a custom document, create CREATOR and OWNER list fields on the document in question (Tools > Configuration > document name > configure rules & fields). These fields need to use User as the “Existing Doc Type”.
To enable this functionality, update the “Populate CREATOR and OWNER” setting to “Yes” (Tools > Configuration > Settings).
Now when creating new list values for this field, it will automatically populate the Creator and Owner fields with the name of the user who is creating the list item. You can update the Creator and Owner fields to other user names, as needed.
- When a valid Rystad API Key is configured, a new panel on the Cost Well document displays direct links to Rystad dashboards and reports. This makes it easier to access relevant Rystad data to provide context to the query results. #integration #ui 21.1.326 #360231
- Updated the list controls for a document’s Browse Fields and Identifying Fields to make it easier to select the top-level document and expand lists for child documents. #ui 21.1.326 #359716
- The support package generator now has a size limit to preserve performance when large quantities of logs exist. It will send only the most recent data if the file size limit is reached. #system #performance 21.1.326 #362990
- Items in the support package generator which the current user cannot download are included in the UI and labeled as “Send to support only” so they can be sent directly to the Execute support team without being included in a downloaded package. #system #ui 21.1.326 #362990
- Some performance improvements to the Add Company list for the AFE Partners table by optimizing how partners are searched, sorted, and prepared for display. #performance #afe 21.1.326 #1830371
- The print dialog for non-AFE documents has been enhanced with search and select all capabilities. As well, you can select to generate a separate PDF file per form. The selections you make on the dialog are remembered for the next time you print a document. The downloaded PDF file will be named with the document’s display identifier and the form name. #ui 21.1.325 #362777
- The enhanced print dialog for non-AFE documents now allows you to select PDF attachments for inclusion in the PDF output or click on links to download non-PDF attachments. #attachments #ui 21.1.325 #363063
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You can now suppress the Teams and Approvals tabs for a Job document. This will be useful for companies using advanced workflows instead of disciplines to gather information for a Job.
#ui
#well delivery
21.1.325
#361127
The Team and Approvals tabs can be turned off by adding the following to the
<castle>container inuser.config.To turn off the Teams tab:
<?define SUPPRESS_RTX_TEAM_TAB ?>To turn off the Approvals tab:
<?define SUPPRESS_RTX_APPROVALS_TAB ?> - Improved the select all functionality within table data selectors. There are now options to select all or select all on page. Footers in the selection modal show the number of selected rows from the total number available. #ui #plugins 21.1.325 #360453
- The UI character limits for comment fields are now consistent with the limits in the database. #ui 21.1.325 #359871
- Testing is complete for Databricks data selector and synchronization plugins. This functionality has been promoted from a beta version. #integration #plugins 21.1.325 #357137
- Final removal of legacy Angular library files. #system #ui #security 21.1.325 #350027
- Upgraded the DataTables javascript library to version 1.13. #ui #security #system 21.1.325 #357403
Bugs
- DocumentLinkTextValueCombined and similar formula functions now retrieve correct values from child documents. #formula 21.1.326 #358395
- Fixed an issue in Browse reports where users were unable to filter by Document Id on child documents. #reporting #ui #system 21.1.326 #359900
- When exporting a schedule to Enersight, the exported End Date and Duration values now handle the case where a schedule activity is interrupted by an unavailable resource. #enersight #integration #opsched 21.1.326 #361771
- In some scenarios, AFE estimates could be stored in the database with more than two decimal places and would cause failures during the export to WellEz. Estimates are now properly rounded to two decimal places on export. #wellez #integration #budget 21.1.326 #361978
- Estimates added or updated via data loaders are now automatically rounded to 2 decimal places before being saved. #afe 21.1.326 #361976
- Fixed an issue where Quorum Support users were previously able to claim a module exclusively, which blocked other licensed users from accessing it. #license 21.1.326 #365041
- An “UNDEFINED TEMPLATE” message no longer appears in the Unscheduled Jobs tab of the Operational Scheduler when a non-English browser language is configured. #ui 21.1.326 #365580
- The help text on the Order field of a Position Rule has been updated to reflect current functionality. #ui 21.1.326 #361903
- Fixed a timing issue in Firefox that prevented configuration items from being added to the Recently Used list (Tools > Configuration). #ui 21.1.326 #349254
- Fixed a race condition on the Update Project Forecast page that could cause key not found and document handle errors when users clicked the Update button. #budget #ui 21.1.326 #362234
- Improved handling of reference document list records in Blockly expressions to prevent browsers from stalling. #workflow #performance #ui 21.1.326 #362958
- Fixed an issue where auto-completed workflow tasks were triggering an email notification to the completed task’s owner. #workflow #email 21.1.326 #279894
- Corrected the behaviour when loading ad hoc reviewers from a review template while routing an AFE for review. #ui #workflow 21.1.326 #1834447
- Updated the message on the Send to Partners modal to clarify that a change to the due date for ballots already sent will require a partner to resubmit their response. #ui #balloting 21.1.326 #1836654
- Fixed an issue where Mermaid diagrams on the Tasks tab of the workflow definition would fail to render when the text size exceeded the allowed limit. #ui #workflow 21.1.325 #361653
- Performance of the Jobs tab for Wells and Sites has been improved, and a loading progress indicator has been added. #well delivery #performance #ui 21.1.325 #361640
- Performance of the My Active Tasks widget on the dashboard has been optimized and a loading progress indicator has been added. #dashboard #performance #ui 21.1.325 #362304
- Improved the efficiency of some database queries that are run during service startup. #performance #system 21.1.325 #359874
- Fixed an issue where tables in an email reminder were not rendering correctly. #email 21.1.325 #361495