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TeamConnect-TAP Release Notes 1.0

This page contains the information and Release Notes for the TeamConnect/TAP 1.0 release.

New Features       

The list of new features is described below. The following new or updated articles have been published in the Client Success Center to accompany this release:

The following new features have been released in the TeamConnect Enterprise®. Each feature is documented in the following format:

  • Feature Name
  • Feature Description
  • Each enhancement under that feature
  • Internal Tracking CodeOLT

Enhancements

Enhancement: New workflow wizard child record general information

Description: Introduced a new Child Record drop-down form-field with the list of child records displays on the wizard using the label defined for that field.

Tracking Code: TC-35023

Enhancement: New workflow wizard child record finish

Description:  When the user selects a value for the child record in the dropdown list, the specified value is sent to the TAP field in the workflow definition on clicking the Finish button.

Tracking Code: TC-35024

Enhancement: New workflow wizard static text

Description:  Displays as read only text on the wizard for every Static Form Field in general information page.

Tracking Code: TC-35025

Enhancement: Set up TAP Setting module on TC

Description:  To configure TAP, introduce TAP settings on TeamConnect under ALL options.  The TAP setting page displays Singleton and Settings Object Definition buttons. TAP Settings configuration are as follows:

  • Name: TAP Settings; 
  • Name plural: TAP Settings; 
  • unique code: TSE$

Tracking Code: TC-34647

Enhancement: Design new TAP workflow action - design object

Description:  Introduced TAP Workflow Action grid with the following columns:

  • TAP workflow action object; unique code: TAC$
  • TC meta data is defined for all fields - creating object definition, look up table, field relations, field types
  • TAP Action Name – Displays entered action name, linked to the action view page
  • TAP instance – Displays the custom field of type custom object of tapInstance.
  • TAP workflow – Displays the status of the workflow fetched from the selected instance, if not it can be a custom field of type text that will input the TAP workflow ID.
  • Workflow Action Type – Displays the custom field type as drop-down list (Initiate and Continue).
  • Object - Displays the Object value with drop-down list populated with all TC's system and custom object from TC's SetUp > Object Definition; including involved and embedded objects (value will be the unique code of Object)
  • Condition – Displays the custom field Text populated based on Object selected (value will be the unique key of the condition)

User is provided to save the workflow action without any mapping data fields.

Tracking Code: TC-34648

Enhancement: Configure one or more TAP servers

Description: Provided an ability for the user to add one or more TAP Instances to access / initiate workflows with their selected TAP instance, introduced TAP Instance Details section with the following fields:

  • Name: Link to Create button from TAP settings screen
  • TAP Instance URL: naming convention for database fields: tapInstanceUrl, tapUserName, tapPassword etc.
  • TAP USERNAME: credentials for TAP User provided by TAP Admin.
  • TAP Password: Password for TAP User.
  • TAP instance object; multi record object; unique code: TIN$

Tracking Code: TC-34646

Enhancement: Update list of TAP instances

Description: Provided an ability for the user to update the list of TAP instances:

  • Click Save and Close to create form should update the list of TAP instances
  • Displays the list of all instances in TAP instances.
  • Search functionality has been implemented for View drop-down list All TAP instances.
  • Displays 3 search result columns: object link to view, edit or delete the instance, TAP instance URL and Created by user
  • A standard child object definition of TAP Settings; with parent TAP Settings required

Tracking Code: TC-34665

Enhancement: TAP admin group

Description: Following are the changes implemented:

  • Introduced and created a TeamConnect group called TAP Admin; in short description: TAP Administrators; unique key: TAPAdmin
  • All rights (read, create and update) except ability to delete TAP Settings are provided to the Users belonging to this group.
  • Provided All Rights to all other Object definitions belonging to the TAP module.

Tracking Code: TC-34978

Enhancement: List all integrated workflow actions

Description:  Introduced TAP Workflow Action grid with the following custom field values in the TC table search:

  • TAP workflow action object; unique code: TAC$
  • TC meta data is defined for all fields - creating object definition, look up table, field relations, field types
  • TAP Action Name – Displays entered action name, linked to the action view page
  • TAP instance – Displays the TAP Instance name.
  • TAP workflow – Displays the workflow ID/name of the TAP workflow.
  • Object - Displays the Object Definition name.
  • Condition – Displays the name of the condition.
  • Workflow Action Type – Displays the custom field type as drop-down list (Initiate and Continue).

Tracking Code: TC-34649

Enhancement: Test connection button

Description:  Following changes are implemented to improve TAP Settings usability:

  • Introduced Test Connection button on the view page for a TAP instance.
  • Validation screen to display result of test connection action
  • Displays Successful validation message if TC is able to access instance URL and authenticate with the credentials.
  • Failed connection displays URL incorrect or incorrect credentials.
  • In edit mode, the Test Connection button is hidden.

Tracking Code: TC-34664

Enhancement: Design new TAP workflow action - screen

Description:  Updated the TAP Workflow Action screen input layout showing static behavior of fields with create, edit and view mode:

  • TAP workflow action object; unique code: TAC$
  • TC meta data is defined for all fields - creating object definition, look up table, field relations, field types
  • TAP Action Name – Displays entered action name, linked to the action view page
  • TAP instance – Displays the TAP Instance name.
  • TAP workflow – Displays the workflow ID/name of the TAP workflow.
  • Object - Displays the Object Definition name.
  • Condition – Displays the name of the condition.
  • Workflow Action Type – Displays the custom field type as drop-down list (Initiate and Continue).

Tracking Code: TC-34672

Enhancement: Error handling when connecting to selected TAP instance

Description:  Displays an error message, “Unable to get list of workflow from TAP Server”, if selected TAP instance connection is failed.

Tracking Code: TC-34673

Enhancement: Mapping data fields - object definition

Description:  Introduced TAP Mapping data fields and made available on SetUp under Object Definition with custom fields as below:

  • TAP Field as custom text field.
  • Mapped fields (Current Date Field Mapping, Current Object Field Mapping, Current User Field Mapping) to TAP field are loaded in the drop-down list.
  • TeamConnect Field Path custom field as Text field.

Tracking Code: TC-34721

Enhancement: TAP field - mapping data fields

Description:  Following changes are implemented to improve to map the data fields of TAP field:

  • TAP Field - custom field type text; name of field: tapField; label: TAP Field.  custom field type text; name of field: tapField; label: TAP Field.  This field is mandatory and cannot be empty or null provided with static hover info for "what's this"
  • TAP field fetches based on TAP Workflow selected.  Failing which, enter field name in the text input to enter field name.
  • In the Object Definitions, a field is visible on a list of custom fields.
  • On clicking 'Add' a new row TAP Field Name is created.

Tracking Code: TC-34722

Enhancement: Research - TAP mapping field table implementation

Description:  Following changes are implemented to improve to map the data fields of TAP field:

  • TAP Field - custom field type text; name of field: tapField; label: TAP Field
  • TAP field fetches based on TAP Workflow selected.  Failing which, enter field name in the text input to enter field name.
  • In the Object Definitions, a field is visible on a list of custom fields.
  • Introduced 'Add', 'Clear', 'Remove', 'Copy' and 'Edit' actions.
  • On clicking 'Add' a new row TAP Field Name is created.  This field is mandatory and cannot be empty or null with static hover info for "what's this".

Tracking Code: TC-34723

Enhancement: Mapping data fields - TeamConnect Field

Description:  Following changes are implemented to improve the mapping data fields to TeamConnect field:

  • Displays selected TeamConnect Field in the grid.
  • In the Object Definitions, a field is visible on a list of custom fields.
  • On clicking 'Add' displays name and path in the grid.
  • user is provided to select system and custom fields based on the current object and system fields of the current user.

Tracking Code: TC-34849

Enhancement: List of open workflow jobs based on record - design definition

Description:  Following changes are implemented to improve to map the data fields of the TAP field:

  • TWO$ - unique code of the standalone object definition with name 'TAP Workflow' and the plural name 'TAP Workflows'
  • recordUniqueId - The record triggered from the workflow. The custom field is of text type.
  • tapWorkflowId - Displays the TAP Workflow ID with Custom field of type text.
  • TWA$ - Displays the name of the TAP Workflow Action in the custom field of type custom object. 
  • Field name tapWorkflowStatus, type Text is not required.
  • Custom field for Last Updated, and type Date and time-zone is not required.

Tracking Code: TC-34851

Enhancement: Provide a class file to be used as custom action to initiate TAP workflow actions

Description:  Following changes are implemented to improve the TAP workflow actions introduced:

  • the Class file name: TAPWorkflowExecution as part of the module.
  • Displays TAP Workflow Action for Class file workflow action; as parameter name: tapWorkflowAction.
  • Based on the configuration, displays the data mapped to the Class file executes the workflow action.
  • In team connect, the corresponding TAP Workflow job is created when a workflow template is initiated.

Steps to use the class file:

  • Set up > object definition > custom action rule > provided custom action (class file) > presented workflow action
  • The presented workflow actions are the actions defined under TAP Settings for that Object.

Tracking Code: TC-34953

Enhancement: Ability to map to "current user"

Description:  Introduced a new field Current User in mapping type drop-down list to map to TAP Field that sends the information to TAP.

At run time, the TAP field populates with current username or current user unique ID.

Tracking Code: TC-34960

Enhancement: Ability to map to "current date"

Description:  Introduced a new field Current Date in mapping type drop-down list to map to TAP Field that sends the information to TAP.

At run time, the TAP field populates with current username or current date and time (as required by TAP).

Tracking Code: TC-35501

Enhancement: Form Fields - Object Definition

Description:  Updated/Added the following custom fields as drop-down list in TAP Workflow Form Fields of Object Definition.

  • Child Record
  • Document
  • Involved
  • Prompt
  • Static Text
    • TAP Field custom field of type Text
    • Label custom field of type Text
    • Order custom field of type Number
  • Child Type custom field of type Text, dynamically populates all children of the Object Definition selected for that workflow.
  • under Workflow Action object; this should be an embedded object

Tracking Code: TC-35504

Enhancement: Additional timezone field when adding TAP instance

Description:  Introduced a new field timezone to TAP instance.  Users are provided to populate the additional preferred time zone with the TAP instance.  By default, American Pacific time zone is displayed.

Tracking Code: TC-36223

Enhancement: support Prompt field type

Description:  Following are the changes implemented to Form Fields.

  • Added 'prompt' option in field type dropdown list.
  • Fields mapped to prompt displays TAP field (input text box / dropdown list for fields defined on TAP workflow), Label (display text for the field) and Order (display sequence for the field) input text boxes.
  • On clicking Add, the selected custom fields are displayed in the grid.

Tracking Code: TC-35503

Enhancement: support involved field type

Description:  Following are the changes implemented to Form Fields.

  • Added 'involved' option in field type dropdown list.
  • Fields mapped to involve displays TAP field (input text box / dropdown list for fields defined on TAP workflow), Label (display text for the field) and Order (display sequence for the field) input text boxes.
  • On clicking Add, the selected custom fields are displayed in the grid.

Tracking Code: TC-35505

Enhancement: support Child Record field type

Description: Following are the changes implemented to Form Fields.

  • Added 'Child Record' in field type dropdown list.
  • Fields mapped to Child Record displays
    • TAP field (input text box / dropdown list for fields defined on TAP workflow), 
    • Label (display text for the field) and 
    • Order (display sequence for the field) input text boxes.
    • Child Type custom field of type Text, dynamically populates all children of the Object Definition selected for that workflow

Tracking Code: TC-35506

Enhancement: support Document field type

Description:  Following are the changes implemented to Form Fields.

  • Added 'Document' option in field type dropdown list.
  • Fields mapped to Document displays TAP field (input text box / dropdown list for fields defined on TAP workflow), Label (display text for the field) and Order (display sequence for the field) input text boxes.
  • On clicking Add, the selected custom fields are displayed in the grid.

Tracking Code: TC-35507

Enhancement: support Static Text field type

Description:  Following are the changes implemented to Form Fields.

  • Added 'Static Text' option in field type dropdown list.
  • Fields mapped to Static Text displays Label (display text for the field) and Order (display sequence for the field) input text boxes.
  • Displays a pop-up message, “Type a numeric between 0 and 100. Defines the sort order of form fields on the TAP form” on hovering What’s this?

Tracking Code: TC-35508

Enhancement: new workflow wizard - object definition

Description:  Following are the changes implemented to the new workflow wizard – object definition.

  • Displays the wizard information for new workflow when the workflow action button clicks.
  • Display the workflow job definition of the wizard.
  • Display the name of the New Workflow Wizard with a unique key NewWorkflowWizard on one page.
  • Display all the workflow form fields on the General Information page with a custom block called Workflow Job Form Fields.

Tracking Code: TC-35717

Enhancement: make TAP field mandatory check on 'Add' button

Description:  Display an error message when the user forgets to fill the mandatory TAP field on the Add button.

Tracking Code: TC-36413

Enhancement: make TeamConnect Field path mandatory check on 'Add' button

Description:  Display an error message when the user forgets to fill the mandatory TeamConnect field path on the Add button.

Tracking Code: TC-36414

Enhancement: New workflow wizard prompt general information

Description:  Displays LABEL as a text box on the wizard for every Prompt form field for that field.  On Finish, the workflow initialization/continuation is completed for selected implementation. Failing to implement it is considered to Submit with a Finish button or Next button.

Tracking Code: TC-35019

Enhancement: New workflow wizard prompt finish

Description:  When the user enters a value in the Prompt text field, the specified value is sent to the TAP field in the workflow definition by clicking the Finish button.

Tracking Code: TC-35020

Enhancement: New workflow wizard involved finish

Description:  When the user selects a value for Involved in the dropdown list, the specified value is sent to the specified TAP field in the workflow definition on clicking the Finish button.

Tracking Code: TC-35524

Enhancement: New workflow wizard screen

Description:  Displays a new workflow wizard page associated with the record containing the button on clicking the action button.

Tracking Code: TC-35719

Enhancement: include unique key for TAP workflow action

Description:  Following are the changes implemented:

  • Provided ability to enter an unique key TAP workflow action and unique
  • the unique key value should have the same restrictions as design object unique keys (no spaces, no special characters)
  • In the custom block XML the unique key is used to select the workflow action and the workflow action name for the button display is retrieved at run-time.
  • The unique key is used to specify the workflow action that is executed when the rule is triggered.
  • Added tooltip message when mouse hovers on What's this, “Add a unique key value which can be a combination of numbers and letters. Unique key values cannot be reused across workflow actions. You will need to enter this unique key value into 
    • The parameter field of a custom action rule using the TAPWorkflowExecution as a custom class.
    • The XML when you configure the workflow action custom block.”

Tracking Code: TC-36242

Enhancement: New workflow wizard involved general information

Description:  Displays Involved form-field added to the record from the drop-down list on the wizard using the label defined for that field.

Tracking Code: TC-35525

Enhancement:  Validation for Form Fields

Description: Below are the mandatory form fields to validate within a TAP Workflow action.

The following are the mandatory Form Fields when Child Record is selected:

  • Child Type
  • TAP Field
  • Label
  • Order

The following are the mandatory Form Fields when either Document, Involved, and Prompt is selected:

  • TAP Field
  • Label
  • Order

The following are the mandatory Form Fields when Static Text is selected:

  • Label
  • Order

Error messages are populated for the below fields:

  • Child Type is a required field, 
  • TAP Field is required, 
  • Label is a required field, 
  • Order is a required field.

Tracking Code: TC-36509

Enhancement: New workflow wizard document selection general information

Description: Following changes is implemented:

  • For every form field of 'document' type, a user is provided to build a documents list to the grid by adding the document to the record.
  • Display the title of the document as the section title.
  • A dash (-) is added before the file name as an indicator to differentiate between the folder and file.
  • By default, the folders are expandable.

Tracking Code: TC-35021

Enhancement: New workflow wizard document selection general information

Description: Following changes is implemented:

  • For every form field of 'document' type, a user is provided to build a documents list to the grid by adding the document to the record.
  • Display the title of the document as the section title.
  • Display an icon as the document type in the list.
  • The file name is clickable to download.
  • Introduced Remove icon for each row in the Action column.

Tracking Code: TC-35732

Enhancement: New workflow wizard document finish

Description: On completing the document list, a value is sent to the TAP field specified in the workflow definition.

Tracking Code: TC-35022

Enhancement: display workflow block based on the condition associated with workflow action

Description: Displays the custom block of an opened record when the condition of the workflow action is computed. If the result of the condition is true the custom block is displayed, and if the result of the condition is false, the custom block is hidden.

Tracking Code: TC-36921

Enhancement: List of open workflow jobs based on record and workflow action - screen

Description: Displays the list of workflow jobs for the current record and workflow action associated with a block:

  • Based on the workflow action name specified in XML, display TAP workflows that are 'In Progress' associated with the specific record (based on record ID) and workflow action.
  • The list of workflow jobs is sorted in descending order by initiated date.

Tracking Code: TC-34852

Enhancement: List of open workflow jobs based on record - screen

Description: Displays the list of workflow jobs for the current record and all workflow actions:

  • The list of open workflow jobs are based on the record ID. 
  • Some of the data may come from TAP at render time through REST API.
  • Sorted by descending order with the most recently updated date.

Tracking Code: TC-34874

Enhancement: new workflow wizard Finish to continue workflow

Description:  Displays Continue button to the workflow on the TAP instance on clicking Finish to gather all the form fields values and the object mapping.  (OR)

Provides ability to gather all the FormFields values and the Object mapping and send them to continue the workflow on the TAP Instances.  (OR)

To finish the new workflow wizard, gather all the Form Fields values and object mapping and send them to continue the workflow on the TAP Instances.

Tracking Code: TC-35720

Enhancement: initiate a workflow based on the condition associated with a workflow action

Description: When a custom action rule is associated with a workflow action, then:

  • if the workflow action has a condition, then the rule condition of the workflow is evaluated.
  •  The initiation of the workflow happens if the rule condition is true.

Tracking Code: TC-36930

Enhancement: element mapping for initiate workflow job

Description: Following are the changes implemented to element mapping:

  • The available elements are the TAP element of type TeamConnect Objects mapped to the object definition workflow job.
  • Display the selected value in the custom field of type text in the workflow action object definition; name: workflowJobElement. 
  • The selected element is available to initiate action only and is required only for initiate action.
  • Displays an error message for mandatory check "The selected TAP workflow does not have any TeamConnect Field of type TAP Workflow defined."

Tracking Code: TC-36971

Enhancement: sending workflow job ID to TAP

Description: When a workflow is initiated by Team Connect, the workflow job ID value is sent to the selected TAP element selected in the workflow action.

The value sent to the TAP, is verified on the TAP UI.

Tracking Code: TC-36972

Enhancement: TAP workflow portal pane

Description: The following changes are implemented on TAP Workflow Portal Pane:

  • Display all TAP Workflows associated/created with the current user that are in pending state.
  • unique key for search view: PendingTAPWorkflowsCreatedByMe; name: Pending TAP Workflows Created By Me
  • Search view label is displayed within the portal pane as: My In-progress TAP Workflows
  • Displays search results with associated record, TAP workflow name, workflow action name
  • Displays a maximum of 20 records. (sorted first by TeamConnect modified on descending to select top 20 records and resorted descending within the 20 records by TAP modified on portal pane)
  • Need to pull some information from TAP and some information from Teamconnect.
  • Displays the progress status which is a custom field of type lookup table (name: progressStatus; label: Progress Status; required field; default value: Pending; lookup table unique code: TWS$; lookup table name: TAP Workflow Progress Status with 2 items: Pending (PEND), Completed (COMP)
  • The workflow job associated with invalid data is not displayed on the portal pane.

Tracking Code: TC-34982

Enhancement: TAP home page

Description: Following changes are implemented to improve the module:

  • Introduced TAP homepage
  • Displays the 'My Pending TAP Workflows' portal pane.
  • TAP is added to the global navigation list.

Tracking Code: TC-34983

Enhancement: user input field of type Assignee

Description: Provided ability to the user to select an Assignee to a Custom Object inside the wizard user form sent over contact ID to TAP.

Tracking Code: TC-35047

Enhancement: allow additional properties to be sent for involved

Description: Following are the changes implemented:

  • Displays the selected 'involved' field when a user selects the 'involved' input field.
  • If no path is selected in the object navigator, the involved record ID is sent to TAP and not displayed in the wizard.
  • In the wizard, on Finish, TeamConnect sends the value using the path from the selected involved.
  • It is not mandatory to store the object navigator path in a custom field.

Tracking Code: TC-37270

Enhancement: status information on workflow job

Description: Following are the changes implemented:

  • Additional info is stored on the team connect workflow job record such as progress status, TAP status
  • The Progress status is a custom field of type lookup table,
    • name: progress status; 
    • label: Progress Status; required field; 
    • default value: Pending; 
    • lookup table unique code: TWS$; 
    • lookup table name: TAP Workflow Progress Status with two items: Pending (PEND), Completed (COMP)
  • TAP status is a custom field of type text.
  • The background action is scheduled hourly to generate the Progress status and TAP status of the pending workflow.

Tracking Code: TC-37366

Enhancement: UPDATE display workflow block based on the condition associated with workflow action

Description:

  • When opening a record, the condition associated with the workflow action has to compute. 
  • Displays the custom block if the condition result is True.
  • Displays the Initiate button if the condition result is False.
  • If the condition result is False and there are no TAP workflows associated with the record, the entire custom block is not displayed.

Tracking Code: TC-37703

Enhancement: initialize data when workflow name is populated

Description: Following are the changes implemented:

  • When the workflow name populates on a workflow job, the updated value populates for the Progress status and TAP status as per the rule.
  • The rule executed for a rule on the workflow job is:
    • rule key: initializeDataOnWorkflowNamePopulation; 
    • rule name: Initialize Data On Workflow Name Population
  • If the object is a workflow job, the trigger updates, the condition is workflow name populated, action is to populate progress status and TAP status.

Tracking Code: TC-37748

Enhancement: New workflow wizard mapping fields finish

Description:  In the workflow wizard, displays all the mapping fields that includes Current Object Field Mapping, Current Date Field Mapping, Current User Field Mapping on clicking Finish and sends all the additional values to the corresponding TAP Workflow elements through the wizard.

Tracking Code: TC-35035

Enhancement: Retrieve and save date format from TAP element

Description: Following are the changes implemented:

  • When the TAP date field is selected, any custom date format is saved as a part of the mapping.
  • The date format in the custom field (an optional field) of text type is stored. name: dateFormat, label: Date Format.
  • When every time date is sent to TAP, the value of the date is formatted using the Date Format associated with the TAP element. 
  • If the custom date format used by the Elements is not converted into a java format, an error message appears, "This TAP Element cannot be used for data mapping because we cannot convert the date format, "<insert date format that cannot be converted>".

Tracking Code: TC-36303

Enhancement: workflow launch should not require special group permissions OR prevent manual creation of TAP workflow records

Description: To view the custom screen with a wizard launch button, the user is provided a view and create rights to the TAP Workflow object, introduced a group name: TAP User with unique key TAPUser with view and create rights to TAP workflow.

Tracking Code: TC-36874

Enhancement: Adjust custom block to continue workflow action

Description: Introduced Custom button to display when a workflow job is associated with that workflow when a custom block is added to an object view.

  • Displays Continue button when a TAP workflow is in progress and if any workflow action defined on continuing for that workflow and if the condition associated with the workflow action is verified.
  • On clicking the continue button, the wizard displays input form fields, if any, or continues directly.
  • After the continued action, the latest TAP workflow data is retrieved from TAP and saved in TeamConnect (and not wait for scheduled action to fetch this).

Tracking Code: TC-36439

Enhancement: Provide a class file to be used as custom action to continue TAP workflow actions

Description: To continue the TAP Workflow Actions, a class file is provided to be used with below custom actions:

  • The Provided class file is part of the module; class file name: TAPWorkflowExecution
  • The class file is provided with a parameter for workflow action; parameter name: tapWorkflowAction; parameter display: TAP Workflow Action.
  • The class file executes the workflow action based on its configuration that includes the data associated with the mappings.
  • Workflow job updates with the latest information if a workflow continues.
  • If a custom action Rule associated with a workflow action, then:
    • The condition evaluated if the workflow action has a condition.
    • The workflow continues only if the condition is true.
    • The workflow action continues with the most recent workflow job in progress when the rule is triggered.
    • The workflow job data extends to have the workflow template name if needed.

Steps to use the class file:

Set up > object definition > custom action rule > select provided custom action (class file) > select presented workflow action

The presented workflow actions is defined under TAP Settings for that Object.

Tracking Code: TC-36259

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