v2.20.10 Beaker (patch)

Projects / Workflow

IC-5260

• Workflow Rollover feature is fully functioning, enabling hassle-free and easy rollover for workflows for next year. All the respective workflows can be selected and rollover for next year with a single button click. Multiple search criteria are available to search through workflows.

• Respective data of the previous year can be automatically transferred to the next year or can be changed as desired. Workflow templates can be used in rollovers as well, which enables users to maintain consistency throughout all workflows.

User-Guide for Workflow Rollover: https://docs.google.com/document/d/1dmUf0KE2C9SaKo-OUPELf7CFZ1kOF29UYoq5su_r2hk/edit

Portal

IC-5716

• Auto-generated password for Portal, now complies with the system password policy.

File Area & iCD

IC-6185

• Document security is improved by not allowing to open files in direct mode (read-only access will be avaialble) both in iChannel file area and in iCD, when the user’s security group is restricted edit access

File Area

IC-6225

• File area and Document search results are sorted alphabetically without considering the case for easy reference of the users.

File Area

IC-6457

• Portal Requests’ can be created from File Area without selecting any file.

General

IC-6190

• Actual active subscriber count is displayed on the System Subscribers page.

Projects / Workflow

IC-3722

• Respective UDFs (User Defined Fields) are available for the users to select and add into the Workflow rollover tool. Once added, the rollover tool populates the fields with the values from the previous year project, that allows users to easily and quickly rolloevr workflows wth necessary data.

Projects / Workflow

IC-3728

• Workflow rollover function allows users to save parameters for the respective user account and call them up from a list whenever required.

File Area

IC-6189

• Email Document page is enhanced to educate users when sending Zip files, by adding the below warning message.
  ’Note - If you enter a password: Please communicate the password to the recipient via a secure method and the recipient will have to use a 3rd-party Zip software like 7Zip or WinZip to open the zip file since iChannel uses AES256bit encryption which is not supported by Windows Zip.'

File Area

IC-6379

• Users are able to export file search results on the Files search tab either into a text file or to an excel file as required.

File Area

IC-6456

• New email templates are introduced for below File Actions

  • Add

  • Move

  • Copy

  • Rename Title

  • Accept

Dashboard

IC-6387

• Functionality of My Tasks and My Projects Widgets is ehnaced to filter records by selecting multiple Assigned Users and new column is added with the respective user names in both the widgets.

  • Same results are exported through the report icon.

Portal

IC-6462

• Fixed the issues in uploading requested files in Portal in responding to a Request List

Portal

IC-6402

• File name Length is checked and verified when uploading files on the Portal.

Portal

IC-6396

• The client number is always displayed next to the client/entity name in Portal, making it easier to uniquely identify clients, specially when the clients are attached with multiple entities.

Portal

IC-6271

• Clients are allowed to publish and link documents in the portal without an expiration date.

Portal

IC-6191

Once the portal password is reset via "Forgot Password" option, users are forced for password change, ensuring the security in acsessing the Portal.

Portal & File Area

IC-6431

IC-6327

• Expanded the file uploading capacity in both internal iChannel system and portal, allowing to upload files exceeding size 200 MB

File Area

IC-6412

• Access to locked files / files in restricted entities are blocked from File Search tab.

File Area

IC-6423

• Fixed the issues with pdf compressing and Cacompressor function, now it properly works when the documents are put back into Cacompressor that it checks them back into iChannel system.

File Area

IC-6403

• Fixed the issues in misaligned File Area columns after updates, now all the updated columns are properly aligned in the widget.

  • Columns are flexible

  • Size of the columns are changeable via the Columns option

    IC-6403.mp4

File Area

IC-6397

• When files are drag and drop onto another file in the system, the added file automatically picks up same Parent category , Sub category and file status as the already exisitng file.

File Area

IC-6389

• Fixed the issues in file Check-In / Check-Out funtionlities not properly creating file versions. Now, the funtion maintains respective versions of the Check-In / Check-Out files through the system as expected.

File Area

IC-6345

• Fixed issues in functionality for sending emails via ichannel.

File Area

IC-6166

• Quick search results in File Area are sorted and displays in alphabetical order

File Area

IC-4532

• Fixed the issues with displaying Portal Subscribers in the Publish screen. Now respective Portal Subscribers are dispalyed along with security group names.

File Area

IC-6400

Users are allowed to delete caseware files in the system even the respective folder is moved from the backend.

Projects / Workflows

IC-6374

• The issue of setting workflows into ‘Private’ mode when updating other fields is fixed. Now the workflow mode remains unchanged, unless it is purposely updated by users.

Projects / Workflows

IC-6132

• Fixed the issues with adding contacts of entities to projects. Now all the entities and contacts, which are not bind with a site also searchable and properly dispalyed for adding as primary/secondary contacts to projects.

Projects / Workflows

IC-6010

• When a project is completed by checking the ‘Completed’ checkbox, today’s date is considered as the completion date and displayed next to the completed status.

• When the ‘Completed’ checkbox is unchecked, the completion date is hidden.

Retention Module

IC-6179

IC-5854

• Fixed the functionality for “To Be Deleted Documents” search results in retension module. Any documents marked for deletion in the System are displayed when search through the retention module with the flag to be deleted.

iCD

IC-5963

• Fixed the issues in sending email notifications, when publishing files. Now all the internal assigned users in the security group receive email notifications accordingly when files are published.