Release History
finPOWER Connect 2.03.00
FIX: Workflows; Version 2; BeforeItemAction event occurring for Item Group even if not 'automatic'
The BeforeItemAction event was occurring for Version 2 Workflows for Item Groups even if the Item Group is not configured to be 'automatic'.
FIX: Clients; Form Details report showing non-visible pages as visible
When running the Form Details report for the Clients form (right-click the Clients form tab and select Special, Form Details), certain pages were showing as visible even when not visible, e.g., due to not being licensed.
NEW: Page Sets; Grids can now load and save their layout
The following methods are now available for Grid type Page Objects to save and load their layout:
FIX: General Ledger Export; may fail with an unhandled exception
The General Ledger Export may fail with the error "An unhandled exception has occurred. Key does not exist in collection.".
NEW: Workflows; Workflow Actions wizard; Now allows Delegated User to be specified for 'Incoming Communication' type actions
The Workflow Actions wizard now allows a Delegated User to be specified for 'Incoming Communication' type actions.
NEW: Print buttons for HTML pages now display the Print Preview dialog
Printing an HTML page, e.g., a Summary Page or a Credit Enquiry report may not display background images including icons for Warning and Information templates.
FIX: Payment Arrangements; Log date now set as current date and time, Payment Arrangement Advice overhauled
The Log date for a Payment Arrangement has been changed to be the current date and time the Arrangement was created. Previously it was the date (only) of the Arrangement.
NEW: Workflows; New 'Compact Item view' option on Workflow Type for Summary Pages
A new option on the Workflow Types form, Summary Pages page allows a 'Compact Item view' which compacts the Workflow Items table which is useful for saving vertical space, particularly where the Workflow Items do not have to be actioned in order.
FIX: Import Information; Importing Clients now gives more feedback if Client was not imported
When importing a Client from the Import Information wizard (or using the finInformationImport business layer object), if a Client was not imported, e.g., because the record already existed in the database or the supplied name did not match, the progress w...
NEW: Workflows; Version 2; Summary Page updated to display Log notes and an icon to identify that a Workflow Item has attached Logs
The Version 2 Workflow Summary Page has been updated to display the first 100 characters of the Log notes and to add an overlay icon to a Workflow Item to identify that it has attached Logs.
FIX: Credit Enquiry Reports; Statistics block, Bankruptcy row may be incorrect
The Bankruptcy Row may be incorrect in the Statistics block. Year 2 and 3 values were transposed
FIX: Tools, Utilities, "Script Compilation Errors Report"; may fail with a time out error
The "Script Compilation Errors Report", found under Tools, Utilities, may fail with "Failed to execute General User Interface Script 'BuiltIn.General_ScriptCompileReport'. Script execution failed for Script 'BuiltIn.General_ScriptCompileReport'. Timeout o...
NEW: Summary Page (Version 2); Hyperlinks defined in WikiText now open in their own browser window
Previously, any WikiText hyperlink used in a Summary Page (Version 2), e.g., [[http://www.intersoft.co.nz|Intersoft]] would generate a hyperlink that would cause the current page to navigate to the hyperlink target.
FIX: Decision Cards, ElseIf type Rules do not save Conditions
"ElseIf" type Rules for Decision Cards were not saving the Conditions entered.
NEW: Bank Import services; new "BNZ CSV" import service added for New Zealand
A new Bank Import service, "BNZ CSV", has been added for New Zealand.
NEW: Bank Import services; new "WBC Business Online CSV" import service added for New Zealand
A new Bank Import service, "WBC Business Online CSV", has been added for New Zealand.
FIX: Account Type Promotions; duplicating Account Type may not duplicate additional Transactions
When duplicating an Account Type with Promotions, duplicated promotions may not include additional Transactions from the original Account Type.
FIX: Account Update Suspension Details wizard; log and audit records show Standard Transactions and Withdrawals in the incorrect order
The Account Log and Audit record created from the Update Suspension Details wizard show Withdrawal before Standard Transactions.
NEW: Workflows; Functionality added to easily locate Workflow in Task Manager
Functionality has been added to easily locate a Workflow in the Task Manager.
NEW: Workflows; New 'Other Actions' group allows Task Manager actions to be performed from Workflows form
The Workflows form now shows an 'Other Actions' group which allows many of the Actions previously only available from the Task Manager to be performed from the Workflows form.
NEW: Account Applications; Task Manager Workflow Actions wizard implemented
The Workflow Actions wizard available from the Task Manager (and, more recently, from the Workflows form), has been updated to support Account Applications.
FIX: Scripts; Summary Page (Version 2); Template 'TaskManager.MonitoredAccounts' Script fails to compile
The template 'Summary Page (Version 2)' Script for a target object type 'TaskManager.MonitoredAccounts' Script failed to compile since it referenced a 'contextData1' parameter which does not exist for Version 2 Summary Pages.
FIX: Task Manager; Monitored Account Summary Script cannot be a 'Summary Page (Version 2)' Script
Attempting to create a Task Manager, Monitored Account Summary Script that was a 'Summary Page (Version 2)' type Script resulted in the following error when displaying the page.
FIX: Payment Arrangements; amended error message for Revolving Credit Loans
When commiting a Payment Arrangement for a Revolving Credit Loan the following message may be displayed "Overriding regular payments cannot be entered if not using an alternate Payment Schedule.".
FIX: Application Shortcuts; HtmlShow type Application Shortcut causes unhandled exception if URL is formatted incorrectly
When attempting to execute an HtmlShow type Application Shortcut with an incorrectly formatted URL, an unhandled exception may occur.
NEW: Account Types; Rules can now be configured to publish Document immediately where supported
Account Type Rules now have a checkbox underneath the Document field to 'Publish immediately where possible?'.
NEW: Unattended Log Publishing updated to support Email, HTML and SMS Message type Documents
Unattended Log Publishing has been updated to support Email, HTML and SMS Message type Documents.
NEW: New 'Deferred Processing List' functionality
Within finPOWER Connect, certain functionality should not (and in some cases, cannot) occur within a database transaction. This includes:
FIX: Workflows; Version 2; Skipping Item Group in 'BeforeItemAction' event may cause unhandled exception
Skipping an Item Group from a Version 2 Workflow Type's Script code in the 'BeforeItemAction' event may cause an unhandled exception to occur.
FIX: Account Applications; AcceptDeclineAcceptStatusSet event not updating some values as expected
The AcceptDeclineAcceptStatusSet Account Application Type event was not updating certain values as expected, e.g., updating the CloseNote property was not being reflected on the Accept or Decline Account Application wizard.
NEW: Log Document Publish; new "LogPublishItems" event script
A new event script has been added for handling Log Document Publish events.
FIX: Workflows; Workflow Item Outcome increased to 50 characters
On the Workflow Item Outcome form, the Outcome could be entered up to 50 characters long.
NEW: Element List Report; new column and Group By option for GL Account
The Element List Report now includes a new column "GL Account".
FIX: Workflows; Items with 'Reset' Permission still show 'Reset Item' link when permission is denied
Workflow Items with a 'Reset' Permission defined still displayed a 'Reset Item' link, even if the User did not have permission to reset the Item.
FIX: Task Manager; Search; Account Application support enhanced
When searching in the Task Manager, clicking the drilldown button next to a search result for an Account Application moved to the correct folder but did not select the Account Application in the grid.
NEW: Database connection handling; various enhancements
Database connection handling and recovery has been enhanced. Previously, if finPOWER Connect lost its connection to the database, eg the wi-fi dropped out, it would undoubtably causes a unrecoverable error at some point.
NEW: Quick Search; Summary Page template Script updated to add 'handled' parameter
The Quick Search Summary Script (defined under Global Settings, Quick Search) will only override the build-in Quick Search Summary if it sets the ByRef handled parameter to True.
FIX: Page Sets; When read-only, values can still be entered into non-read-only Grid columns
When a Page Set is displayed read-only, values could still be entered into non-read-only Grid columns. This behaviour was incorrect.
NEW: Page Sets; Buttons can now specify a Height in 'Flow' Layout Mode
Page Set Buttons can now specify a Height in 'Flow' Layout mode (they always could in 'Positioned' mode.
FIX: Page Sets; Positioned Layout Pages cause runtime exception
Any Page Set Pages using 'Positioned' Layout would cause an unhandled exception to occur.
FIX: Global Settings; was not auditing changes to various "Next Ids"
Global Settings was not auditing changes to various fields, including:
FIX: Deposit Accounts; cannot suspend Interest
In the Account Suspension wizard for a Deposit Account, if you check "Suspend Interest" and attempt to commit the changes the following error occurs "Failed to set Account Suspension. Deposit Account Types do not support suspending of Default Interest or...
NEW: Credit Enquiry; GreenId; Individual Results expanded to allow finding by Name
Using the finPOWER Connect Business layer it is now possible to check whether a GreenId Individual Results items exists by Name, and get the Individual Result item by Name.
NEW: HTML Viewer form; updated to better handle non-HTML content
The HTML Viewer form has been updated to better handle non-HTML content.
FIX: Transaction and Bank Transactions; commit was not properly optimised
The Transaction and Bank Transaction commit was not properly optimised.