Who is this article for?

Administrators and Users who following Technical Updates

No elevated permissions are required.

For additional information on current releases, please review Navigating the platform release roadmap.

YourWay 2.30 Overview

We are pleased to announce the release of YourWay 2.30 on 12/12/2014, which features:

• The ability to return items with unstructured text signatures similar to the item you're currently viewing (some configuration or setup may be required)
• Support for Internet Explorer 11
• More user control over the size, color, visibility, and sharing properties of your Dashboard tiles
• Plain-word search filters for dates, such as "Yesterday", "Last Month", "Next Quarter", etc.
• Support for multiple concurrent Search Results tabs, so running a second search from the menu bar won't overwrite the search criteria of a List, Grid, or Report search you were already working on
• The ability to drag and drop attachments to a tabbed item, and paste screenshots directly from your clipboard
• A camera shortcut icon on the native mobile app
• The ability to share items with third-party users (some configuration required)
• Faster search index feeds for tabbed items
• Display of new messages immediately after login and a minimalistic redesign of the new login screen

For General Users

This section describes fixes and enhancements that affect user-facing functionality such as the Dashboard, Search, and old Manage Object. For changes specific to the Tabbed Item Display architecture and the mobile UI, please see the next section.

** TRAK 2010-0889: New messages display immediately upon logging in **

To aid in communicating important announcements to your users, subscriber-specific and system messages that have been created or updated since the last time the user logged on will now display immediately upon login:

Users can click the [Messages] button at the top right at any time to see all the broadcast messages that normally appear on the login page:

Although we expect this to be a generally useful feature for making sure users notice new messages without having to resort to email, it is especially important for Single SignOn customers, who bypass the login page entirely.

Please keep in mind the following:

• Messages are presented in reverse chronological order, so the most recent messages will appear at the top. In addition, subscriber-specific and system messages are presented in the same list instead of one type after the other.
• The time shown on the message is in the timezone of the database server, not the user.
• The "bold" and "color" attributes in the Login page preferences screen are now deprecated, since administrators may insert any valid html they wish in the message body itself.

While making these changes, we also cleaned up the new login page (you know you are on the new login page if the URL does not contain "login.aspx"; most of our customers are not on the new login page yet):

• The "Ideagen, Inc." link now goes to an "About Us" page instead of directly to our website.
• The "Mobile Login" link is now at the bottom of the page, following the standard set by other sites.
• A "Messages" link pops open broadcast messages in a separate window so they don't clutter the page.
• We no longer display support information, since many subscribers choose to display that information as messages anyway.

A note to administrators: before transitioning to the new login page, our recommendation is for you to upload a PNG banner with a transparent background for a nicer effect. We are transitioning away from the older and less crisp GIF format for images.

** TRAK 2013-1884: Duplicate parallel task names only display once in search results **

We no longer repeat task names in the workflow-summary footer (green text) of search results in List mode when there are multiple open instances of the same task.

** TRAK 2014-0279: Improved the reliability of displaying grid search columns **

We improved the reliability of displaying grid search columns when changing from a module search to a dataset search and vice versa.

** TRAK 2014-0987: Objects must be saved to use [View/Edit] from a reference field **

To improve the reliability of accessing objects via reference fields, we no longer display the [View/Edit] shortcut until an object has been created and therefore has the information it needs to open the referenced object.

** TRAK 2014-0991: Support for Internet Explorer 11 **

We fixed some minor issues with Internet Explorer 11, for example related to the File Upload dialog. With this release, Internet Explorer 11 is officially supported and we are committed to resolving any other issues you may encounter.

** TRAK 2014-1113, TRAK 2014-1328, TRAK 2014-1344: Users have more control over their tiles **

For tiles that you have created for yourself, or that are published to teams you belong to, you now have many more customization options. By clicking on the menu icon in the upper right corner, you can:

• Adjust the color
• Adjust the size of the tile itself and/or the text it contains
• Delete it permanently or just remove it from desktop or mobile (you can do this with locked tiles too if you don't care to see tiles that have been published to your role)
• Share the tile with a team you belong to; note that when you do this, other team members can make changes to the tile

If you hide a tile and want to make it visible again, you can do so through your profile screen by checking the appropriate box and clicking [Save]. This is also a good place to give your custom tile a color beyond the eighteen basic options we provide.

** TRAK 2014-1176: Grid results should truncate the display of large character fields **

To ensure that large character fields don't force large heights in grid result rows, we now limit those fields to the first 255 characters. You can still use the pop-up to see the full value, or drill down into the details screen.

** TRAK 2014-1292: It is now clearer that exporting includes all results, not just selected rows **

We changed the export prompts in Grid results to make it clearer that we export all results, not just selected rows.

** TRAK 2014-1293: Block prints that would cause issues due to the total size of the attachments **

Non-tabbed items (old Manage Object) now return an error if users try to print a report book or single-object print that would cause issues with other processes on a server due to the large total size of the attachments included in the PDF. The limit is set to 250MB. To perform a print greater than that, the printout must be broken out or handled manually by Ideagen personnel.

** TRAK 2014-1330: Increased number of displayed children in hierarchy folders **

We increased the maximum number of children we display in a hierarchy folder from 1000 to 5000.

** TRAK 2014-1342: Better handling for HTML in grid search results **

We improved grid searches so that character fields with HTML-like entries won't affect the grid.

** TRAK 2014-1367: Date filters now include plain-word criteria **

We added plain words as criteria options for Date filters within Advanced Search. Clicking the dropdown below any Date filter provides users with the ability to quickly set common parameters such as "This Week" or "Last Quarter".

** TRAK 2014-1375: Fixed an issue with empty Dashboard elements **

We fixed an issue that could sometimes cause "Failed to build dashboard" errors.

** TRAK 2014-1407: Support for multiple Search tabs **

If you had a "Search Results" tab open and ran another search from the menu bar, we would overwrite the Search Results window with the results of the second search. This was particularly frustrating for users if they had spent time customizing a Grid display or BI report. We now allow multiple Search Results to be open concurrently, so the results of a subsequent search won't overwrite the results of a prior one.

** TRAK 2014-1456: Catch for empty body notification emails **

We now prevent notification emails with empty bodies.

** TRAK 2014-1476: Sharing tiles limited to teams to which users belong **

We now limit tile sharing so that you can only share a tile with teams to which you belong.

** TRAK 2014-1497: Multi-module support for clicking Details within dataset grid searches **

We now support clicking Details to open objects from dataset grid search results that reference multiple modules.

** TRAK 2014-1680: Saved searches no longer display in the menu bar dropdown **

In YourWay 2.23, we modified the search dropdown in the menu bar to include saved searches published to tiles on your Dashboard. Several customers have complained that this has made the list unmanageably long, so we are removing them with this release. Only modules and datasets will appear in this dropdown going forward.

** TRAK 2014-1695: We now display a timezone in the "Assigned To" dashboard column **

We updated the "Assigned Date" column on the My Assignments dashboard views to include timezone information. Since this is a system-maintained time, the timezone used is that of the database server. Note that we use the current timezone, so we may display "CST" even though the assignment may have taken place during the Daylight Savings period of the year (CDT).

The better long-term solution, which is to display the time in the user's local timezone, is covered under a bigger and more general localization ticket, which we plan to implement in 2015.

For Users of Tabbed Item Display and the Mobile UI

This section describes fixes and enhancements to functionality affecting users of our new architecture, which includes the mobile UI. You know you are a user of the new architecture if the item detail screen opens as a tab on the Dashboard instead of taking up the entire browser frame.

** TRAK 2013-2151: An "About Us" page now displays the current version and third-party licenses **

We create an "About Ideagen" page, accessible from the new login page, that displays the version of YourWay running in that area as well information about third-party licenses.

** TRAK 2014-0658: Drag-and-drop and basic clipboard support for attachments **

We improved the attachment process for Tabbed Items by giving users the ability to drag-and-drop an attachment straight to their object. This does not work for IE8 and older browsers, which are not HTML5-compliant.

You may drag multiple attachments at once. Additionally, if you have just taken a screenshot and put it in your clipboard memory through your computer's copy function, you can paste it directly into the attachments grid by pressing Ctrl-v (there is limited support for this functionality in Firefox and Internet Explorer, so it may not work with those browsers). When the upload completes, the attachment will appear as a png file:

** TRAK 2014-0684: New [Find Similar Items] functionality **

If enabled for your subscriber, users will see a new [Find Similar Items] button in the toolbar region of an object. Clicking this button opens an Advanced Search tab returning objects with similar content, defined as objects that have text fields with similar signatures as the present object.

By default, the similar-items search runs across all modules. To limit results to a specific module, you may add that restriction in the Advanced Search criteria window, which contains the new "Items similar to" field:

The text blocks we use for performing the comparison across objects are configurable on a per-module basis. The default fields we used are the identifying fields, minus the identifier (since this is unique across objects), plus the first large character field (since this often stores descriptive text about an item). We have made the visibility of this functionality optionally enabled through an option in the Preferences screen, however, so that you may have the opportunity to test it in UAT and verify the results are appropriate before releasing it to your users.

** TRAK 2014-0930: Spellcheck button is no longer visible for non-modifiable items **

The Spellcheck button is no longer available for read-only (or locked) objects.

** TRAK 2014-1061: Object locks are now released when closing a grid search after editing **

If you edit objects in the grid search window and then close that screen, we now release any object locks that may have been obtained.

** TRAK 2014-1296: [My Profile] button replaces [edit profile] **

For users of the new login, we have moved access to EditProfile from the [edit profile] link at the top of the left sidebar, to a button in the menu bar.

** TRAK 2014-1298: Mobile app attachment button is more accessible **

For the native mobile app, users can now attach pictures by tapping the "photo" icon at the bottom toolbar of applicable objects.

** TRAK 2014-1383, TRAK 2014-1620: Object sharing with third parties **

We now allow users with the appropriate role to share items with third parties via the share button at the top of an object.

Anybody with the published link ends up acting as the anonymous user, so changes made show as being performed by ANONYMOUS USER. For the duration of the session, however, they act as an alternate of the person who shared the link, so they have virtually the same access as that user; therefore, you should not enable this functionality for modules containing sensitive data and/or persons who have not been properly trained.

To audit objects currently being shared, Data & Reporting Administrators may use the Query Builder window to run queries against the standard v\<CompanyName>_ObjectShare view.

** TRAK 2014-1345: Improved the reliability of numeric masks support (10/23/2014) **

We improved numeric field formatting. We now preserve the full numeric value as entered by the user; we permit decimals, even when they're not going to be displayed; and we improved the percentage formats to immediately format 0.75 to 75% or 0.75% depending on the module definition. We also made sure all numeric fields, whether child level or header-style, are masked consistently as per the module definition.

** TRAK 2014-1475: Grid mode editing now automatically blocks editing change request fields **

Editing a tabbed item in grid mode does not support the process for submitting a change request on protected fields. Although module developers could always create a rule to make such fields non-modifiable in grid mode, we now do that by default to protect against inadvertent changes on request-protected fields.

** TRAK 2014-1543: Improve the performance of feeding changes to the search engine **

When tabbed items change, we now feed those changes to the search engine via an enterprise-grade queuing technology that should significantly decrease the lag between when changes are made and when they're reflected in the search index. In addition, this technology gives us more control over how feeds are processed, which will allow administrative work to be performed without affecting normal usage.

For Administrators, Interface Developers, Report Builders, and Data Analysts

This section describes fixes and enhancements to functionality affecting power users, such as administrators, interface developers, data analysts, and report builders.

** TRAK 2014-0564: Eliminated an unnecessary error when deleting a dataset with no index **

We removed an unnecessary error related to deleting datasets that have never had the Index built.

** TRAK 2014-0757: Tracking mobile usage in the audit sessions table **

We now store the ClientType in the AuditSession table, which includes information about the mobile OS. We display mobile information on the SessionDetails screen.

** TRAK 2014-0856: Data Import is now under the Data & Analysis Tools folder **

We moved the Data Import link from the Area Tools folder, which is available to Area administrators, to the more appropriate Data & Analysis Tools folder, which is available to Search & Reporting administrators.

** TRAK 2014-0932, TRAK 2014-1328, TRAK 2014-1618: Team membership can now be managed through the Persons screen **

We have added the ability to manage an individual's team membership through the Person screen. This allows for easier setup of new users who need to belong to multiple teams.

When adding a user, the default effective date range is 10 years from the date they are added to the team.

** TRAK 2014-1085: Refeed Search ability within Query Builder **

We added a [Refeed Search] button to Query Builder, which will refeed objects returned by an SQL query. This operation requires that the ObjectID is present in the results.

** TRAK 2014-1230: User search prompts now match the edit user screen **

We changed the prompts within the search users tab to match the prompts within the edit user screen. Specifically, we changed "End-user name" to "Logon user name" and "Email" to "Email address".

** TRAK 2014-1366: Automatically published anonymous links now work for tabbed items **

Anonymous access links that you choose to display automatically on the login page through the Preferences screen's "Anonymous links" checkbox now work correctly for tabbed items. Note that this only applies to the old login screen. The new login screen ignores this Preferences checkbox, since most subscribers choose to publish the links on their intranet sites with additional information that describes what they are and how they should be used.

For Module Developers

This section describes fixes and enhancements to functionality affecting module developers, i.e. users of the YourWay IDE.

** TRAK 2013-2453: Refresh makes fields modifiable again **

We made sure that refreshes make non-modifiable fields modifiable when dictated by a rule.

** TRAK 2014-0099: Parser now returns ID instead of name under certain conditions **

We modified the parser to return IDs instead of names in certain situations so conditions like "&Assignee != null" will compile.

** TRAK 2014-0934: We now correctly do not allow virtual fields to be drafted in through reference fields **

Since virtual fields are not persisted, they should not be able to include them in reference field definitions. We updated Define Module to correctly disable this behavior.

** TRAK 2014-1097: Searching to populate reference fields won't truncate the search results **

When searching to populate a reference field we no longer truncate the search results as a product of selectability criteria.

** TRAK 2014-1105: Virtual numeric fields now support the text-align attribute **

We improved virtual numeric fields so they now support the text-align attribute.

** TRAK 2014-1268: Role attribute clarified **

We changed the role attribute title "Edit any item, including items that are closed or are being worked on by others" to "Edit any item, including items that are closed or assigned to others" for clarification.

** TRAK 2014-1392: "Run calculation for models" is now respected for tabbed items **

We now respect the "Run calculation for models" checkbox for tabbed items.

** TRAK 2014-1424: Enhance Grid mode search results to honor the "Grid column width (pixels)" value **

We now honor the Grid Width setting for header fields in grid search results.

** TRAK 2014-1425: Enhance Module grid mode settings to allow module developers to determine which fields are initially displayed in grid mode **

By checking one of these checkboxes, module developers can now specify which fields (or dataset columns) to display when users first display search results in Grid mode:

• "Show this field initially in grid results" in Define Module.
• "Show in Search Grids" in Module Builder.
• "Display in Grid Results" in the Datasets screen.

Module developers can make fields available, but initially not displayed, by checking one of these checkboxes:

• "Make this field available for grids and reports" in Define Module.
• "Use in Grids/Reports" in Module Builder.
• "Available in Grids/Reports" in the Datasets screen.

Note that checking any of the first list of checkboxes (to show the field) will automatically check the corresponding checkbox in the second list when you save your changes since in order to show a field (or dataset column), it must also be available for selection.

** TRAK 2014-1603: New-architecture DXL now supports LowerCase() and UpperCase() **

New-architecture DXL now supports two new functions, LowerCase() and UpperCase(). Each takes a string as an argument and turns it to all upper/lower case. For example, UpperCase('Russell') would result in "RUSSELL".

** TRAK 2014-1608: Enhance Anonymous access links to allow passing in values **

You can now set up templates to allow anonymous access links to pass in values during the creation of new objects. For example:

https://url/area/\#dsub=<Code>&Action=New&Module=<Code>&ObjectTemplate=<TemplateName>&Anon

** TRAK 2014-1625: Add up to 50 picklist header fields for tabbed items **

Tabbed items now support up to 50 picklist fields in the header.

** TRAK 2014-1160: Changing the user profile no longer dirties more objects than it should **

Changing a user's profile now only dirties the person module object as defined in the "Person module fields" value of the Preferences screen.

** TRAK 2014-1696: Module Developers have better control of child-level radio-group fields **

We provided a way for module developers to control both how many radio-group options appear in a child-level-radio-group picklist field and how wide to draw the grid column. Developers use the "Width (1-8)" column on the Fields grid in Define Module to specify how many radio-group options appear in a radio-group picklist field on any level.

Developers use the "Grid column width (pixels)" field on the Field Details section of Define module to specify how wide to draw the grid column. This value was previously stored in the "Radio group or child column width (pixels)" field. As part of the 2.30 upgrade, we migrate that value to the "Grid column width (pixels)" field. We no longer display the "Radio group or child column width (pixels)" field for tabbed-item (NMO) modules.

Other

This section describes fixes and enhancements to our backend architecture. Tickets in this section primarily affect Ideagen personnel, such as our Operations group, or environments management personnel at our on-site customers.

** TRAK 2013-0005: Indexing of attachments is now performed with a more scalable technology **

At some point following the YourWay 2.30 release, we will migrate the indexing of attachments to a separate third-party technology that will be more scalable and provide a better maintenance experience for on-premise customers.

** TRAK 2014-0708: Added a "Run Once Now" button to the Scheduler UI **

We have added a "Run Once Now" button to the scheduler UI to enable Ideagen administrators to run a job manually.

** TRAK 2014-1053: Read database connection information from a table instead of a file **

We now retrieve database connection information from the database, instead of from a file, when running stored procedures.

** TRAK 2014-1073: Added a "View Logs" link in the Scheduler UI **

We have added a "View Logs" link in the Job History tab of the Scheduler UI.

** TRAK 2014-1261: Invalid XML characters are now handled in the search feed **

We added a method to strip out invalid XML characters that could cause search engine feed failures.

** TRAK 2014-1288: Email override no longer applies to "@devonway.com" addresses **

To facilitate testing, we changed the email override functionality to ignore addresses ending in "@devonway.com".

** TRAK 2014-1504: Add ability to send to different mailservers **

Ideagen administrators now have the ability to configure email notifications to be sent by default to mail servers that require TLS encrypted email.