Framework ECM 7.2 Release Information

Refresh of Report Tables/Fields in Report Viewer

Reports

Fix

There was an issue where a UDF was not selectable as report criteria.

This issue has been resolved.

72520

49771

Context Identification - Blank Records

Bulk Import

Fix

There was an issue when using the bulk import functionality If the Sale Type or Context ID fields are empty in the spreadsheet, the import still createa a record in the database list, but it's blank (NULL name/ref name values)

This issue has been resolved.

72655

49793

Business Rules Not Treating Numerics Correctly

Business Rules

Fix

There was an issue where comparisons were being done as a string and needed casting to currency within the engine.

This issue has been resolved.

N/A

71997

48412

No price info when adding VPB Items manually via the reference method

Document Template

Fix

When adding a VPB item to a doc template using the method of manually typing in the reference number into the field. prices did not display.

This issue has been resolved.

N/A

72221

49527

Only client specific changes.

Only client specific changes.

Only client specific changes.

PO Dialog to Show Approver Entities

PO

Change

The PO dialog has new "Approved By" fields/rows added - these are read-only at all times and cannot be edited.

70640

FWALL-293

Only client specific changes

Only client specific changes

Only client specific changes

Only client specific changes

Only client specific changes

Only client specific changes

Only client specific changes

Only client specific changes

Ability to not include the R/Div in the signature of an SMS

Communications

New

The New SMS Dialog has been updated:

• The height of the recipients list has been reduced.

• New checkbox optionsthat are ticket by default, have been added

[ ]Include "Regards"?   (which will include the text "Regards," and the user's name as is done now)
[ ] Include Region/Division name?
[ ] Include "(do not reply to this msg)"

The checkboxes (if used/clicked) will:

a) Clear the message and repopulate the message text as per the checkboxes
b) Clear any selected template from the popup

1. When adding a template, re-add the "include" item after the template text, as per the checkboxes

2. When viewing an existing SMS message, these checkboxes should be hidden, as they are not relevant to a message already done/sent 

66057

42377

Mail/Comms Field Merge for Times to Exlcude Seconds

Communications

Change

The use of time fields in mail merge and communications rules has been updated so that the seconds component is not displayed/seen. eg. 8:30:00 am is now shown as 8:30 am.

65887

FWALL-244

SMS Support for Text Sender IDs

1. The New SMS dialog loads the From number from the Context preference for the current rDiv only (and not from the rDiv entity mobile number).

2. We no longer include the mobile number From the current user.

3. As a result, we no longer need the From number to be a combo. It is NOE a locked text field that shows the preference value as-is. You can no longer type in a From number.

65888

Land Management Improvements/Fixes

Land Management

Fix

1. Default search filters are now used and the ‘Reset’ action button returns it to the default state.

2. The requirement that some text must be entered in a search field has been relaxed (ie. allow all land to be returned).

3. The Register MDI remembers the user’s search/filter settings when leaving/returning-to the screen.

4. When editing the Land Control MDI in Land Management, the Context bar is refreshed after the Edit, as the “Available for Sale” field may have been changed.

65653

42073

Cost Centre Look Up on Work Orders

Work Orders

Change

The selection dialogs for the work order cost centre, shows the s_notes_derived field in a column labelled as "Notes

65729

41289

Communication Comments Reference Text Change

Comments

Change

The GUID reference text has been moved to be at the end of the comment recorded for a Gateway communication.

65454

N/A

Enforce rDiv Sale Types

Jobs

Fix

ECM enforces available sale types for a job (ie. from the Job Overview popup) when they are defined/limited in the rDiv in FWADM - when not specified in FWADM, all are available for selection - when specified for a rDiv, only those listed are available for selection

65242

FWALL-229

Additional VPB area

VPB

Change

It is now possible to use up to 300 VPB Areas.

NOTE - You will need to contact Insula if you want to add more areas

65472

N/A

Delays in Framework (History screen)

Delays

Change

In the History screen the Cont Delays column has been renamed Claimable Delays and the Prog column has been renamed Non claimable Delays.

64991

N/A

Work Order Tools - 'PO Raised?' Logic

Work Order Tools

Fix

There was an issue when removing the PO number from a work order, the work order was not reverting back to the ‘PO Raised?. The issue has been resolved

65076

41678

Diary Appointment - Location Fields for SMS Messages to Clients

Mail merge

New

New mail merge fields for a Diary Entry/Appointment's and Diary Location Name are now supported

65136

41051

Items Not Appearing As Approved

Work orders

Defect

There was an issue where work orders were missing the approved status.
This issue has been resolved

NA

64097

40608

Call Up Email Region/Division

Call ups

Change

When you create a new telephone entry, the default for the the tel's context (region/division) should be zero, not the current rDiv.

This applies whether created through the entity general tab .or the Telephone tab:

NA

64247

40894

Operator Notes in Future History Periods

Constructon

Defect

There was an issue where notes were being diplayed in a future history period when they should not have been.

This issue has been resolved

N/A

62974

39249

Runtime error when cancelling a job

Contract (Job)

Defect

There was an issue when cancelling a job.

This issue has been resolved.

N/A

62975

39636

Incorrect Workflow Opening

Workflow Analysis

Defect

There was an issue where the work flow is opening up the incorrect work flow on our work flow analysis screen

N/A

63180

40081

Operator Notes in Future History Periods

Constructon

Defect

There was an issue where notes were being diplayed in a future history period when they should not have been.

This issue has been resolved

N/A

62974

39249

Runtime error when cancelling a job

Contract (Job)

Defect

There was an issue when cancelling a job.

This issue has been resolved.

N/A

62975

39636

Incorrect Workflow Opening

Workflow Analysis

Defect

There was an issue where the work flow is opening up the incorrect work flow on our work flow analysis screen

N/A

63180

40081

Check Status Button not functioning as expected

Work Order Tools

Defect

There was an issue where the Check Status button was not updating the status of the ETS request from SupplyChain.

This issue has been resolved.

N/A

62617

39217

Error opening Logistics Item with Negative Load PO for same Cost Centre

Construction / Purchase Orders

Defect

There was an issue where if there is a negative load Purchase Order for the Logistics Item Cost centre, you got errors and the PO was not shown

This issue has been resolved.

N/A

62653

38963

Call Up notifications not allowing attachments

Logistics

Defect

There was an issue where a user could not attach documents to a call up notification.

This issue has been resolved

N/A

62742

39149

Colour coding of Logistics Items in Desktop, Tablet, and ECM

Logistics

Change

Colour coding of Logistics Items has been introduced in ECM, Desktop and Tablet

Pending

62428

38584

Using Internal Notes for Template Document Items

VPB

Change

Support to use the Internal Notes tab on Document Template Items has been implemented

Pending

62481

38871

Using Internal Notes Tab Within VPB Items

VPB

Defect

The Internal Notes tab for Document v2 Template’s has been enabled

N/A

61762

35593

Client Overview\UDF Screen not editable unless Type Default Permission set to Yes

Client Overview

Defect

There was an issue with permissions for the Client Overview\User Defined Fields Screen only working when they were set at the Type Default level, and not at any lower level. The permissions to View and Edit this screen were currently only working for Super Users if they are set at a lower level.

This issue has been resolved

N/A

61768

37659

Gateway Failure When Sending SMS Messages

Communications

Defect

There was an issue where a user could not send SMS messages.

This issue has been resolved

N/A

61769

31844

Only client specific changes

Incorrect Message on Cancel of DB Tools

DB Tools

Defect

An incorrect message was displayed if you selected No to run a Database Tool option.

This issue has been resolved.

N/A

61074

36905

Message displayed does not relate to UDF screen

User Defined Fields

Defect

An incorrect message was displayed when changing UDF fields.

This issue has been resolved

N/A

61121

36707

VPB Reference Field Does Not Clear When Invalid Value Entered/Notes Empty

VPB

Defect

When editing VPB Reference field and an invalid value was entered, an error displays and the VPB Reference field reverted back to original value and the Notes field was emptied

The correct behaviour has now been implemented. VPB Reference & Notes retain old values until a valid VPB Reference is entered. If no previous data was existing, both fields should be cleared.

N/A

61122

36705

Full Name Autopopulated Field - Same Surname

New Client Dialog
Client Overview

New

A new option, has been added, in the cycling "auto complete" button for the Client Full Name field

1. This now includes an additional option that repeats the client's surname, even if all people have the same surname.

2. This option happens after the current options (ie. the current sequence should not change)

3. This is accessible in the New Client dialog, and the Client Overview screen

TBA

60290

34220

Bulk Job Import: Unable to add Fields

Client Files

Defect

An issue where a user was unable to add a field to the build job import process has been resolved

N/A

60465

35369

Retail Debit Formula Goes Missing

Document

Defect

An issue where after finalising the tender the formula disappears has been resolved

N/A

60514

35678

Comment error

CRM / Comments

Defect

An issue with a comment created via Inbox has been resolved

N/A

60572

35821

Update Progress Issues

Database Tools

Defect

An issue withrunning the Database Tool - Update Construction Progress has been resolved

N/A

60605

35850

External Link Field(s) Length

New Client

Defect

An issue In the New Client/Job process where the client accounts reference field was not supporting the correct field length has been resolved

N/A

60631

FWALL-183

Alert Pop up not appearing when using Work Flow

Work Flow

Defect

An issue where Enterprise alerts were not being shown has been resolved

N/A

60136

34797

Unable to Delete Document Templates

Document Templates

Defect

An issue where a user was unable to delete document templates has been resolved.

N/A

60140

35092

Analysis Links and Construction Progress Issues

Construction

Defect

An issue where Analysis Links were not showing on all Jobs under Construction has been resolved

N/A

60141

35095

Progress Panel Blank

Conswtruction Overview

Defect

An issue where the progress panel, was blank, in the Construction Overview screen has been resolved

N/A

60237

35256

Framework Inbox improvements

Inbox

New

Several improvements have been made to Framework Inbox;

CRM Communication (ie. Inbox Communication) Dialog
Enhancements have been made in how HTML emails are displayed.

The Captured date/time no longer shows seconds.

The disclaimer note has updated with;
“For the original detail, format, hyperlinks, and attachments, please refer to the original email.”

Support for Attachments
The email monitoring solution now captures and store attachments in the cloud. Links show how many attachments are available and links are provided to download the attachments.

Tabbed Dialog
The dialog box is now tabbed.
- Communication - The email content.
- Attachments - Information on and links to the email attachments.
- Jobs - Information on the jobs that the communication is linked to.

TBA

58173

33246

ECM closes when cancelling work order

Work Orders

Fix

An issue where cancelling the edit of a work order causes ECM to crash has been resolved.

N/A

59611

N/A

Invalid Merge Field in Communication Template

Communications

Fix

An issue where a communications template with an invalid merge field has been resolved.

N/A

59372

34223

Inbox Management - Deleting comments

Inbox

New

1. It is now possible to delete of emails from within Framework ECM.

2. Deleting a comment updates the communication record in the communication DB (Note: this is not a hard delete):

N/A

59555

34483

Issue in Comment MDI causing a runtime error

Comments

Fix

An error in the Comments screen when using a category to filter the comment data has been resolved.

N/A

58798

Communication Rule Runtime Error

Communications

Fix

An error when sending emails has been resolved.

N/A

59034

34119

Email sent from ECM shows as default

Communications

Fix

An issue which caused an email to be sent from the default email address as opposed to the users email address has been resolved.

N/A

59037

34023

Overview screen crashing Framework

Construction Overview

Fix

An issue when using F4 search in the Construction Overview screen, which caused a crash has been resolved.

N/A

59158

31744 and 31797

Logistics Template Duration 600 days

Logistics

Change

The Call forward Gantt chart now supports up to 600 days (ie. 120 weeks)

Pending

58064

28237

Scrolling Issue

Tender Variation Screen

Fix

There was an issue when a user tried to move an item into a different section selecting the section to move it to was difficult if it was not in the top or bottom of the section list.

This issue has been resolved.

N/A

58061

32912

Client Liaison Role not implemented

Construction Overview

Fix

There was an issue where Client Liaison was turned on in the Work Flow overview screen, but it was not turned on via the Construction Overview screen.

This issue has been resolved.

N/A

58542

33312

Finalising Work Order generates runtime error

Work Orders

Fix

An issue when finalising a work order where the totals exceeds the threshold has been resolved.

N/A

59273

N/A

Linked files required a Workflow license

Production Management

Change

The licence requirement on the Linked Files screen in the Production Management module has been removed.

If you can run ECM, you can access the Linked Files screen (ie. no licence, key, or sessions checks of any kind are needed).

N/A

57964

33057

Duplicate emails sent from Communication Rule

Communication Rules

Fix

An issue where some system emails were sent twice has been resolved.

N/A

58171

33123

Excel files were getting corrupted when downloading from DMS.

Linked files

Fix

There was an issue where excel documents were being corrupted when uploading to the DMS.

This issue has been resolved.

N/A

57879

32825

Record the HTTP StatusCode and StatusText when an SMS fails to send.

Communication

Change

ECM records the HTTP statusCode and StatusText when an SMS fails to be sent (Gateway Failure).

N/A

56898

Sending Emails: Default email address preference

Communication

Change

Where there is more than one email address for the user, the default email initially shown is matched to the rDiv currently logged into (if  possible/set against the email address).

If the email addresses are not rDiv specific, there is no change.

N/A

57040

31658

Clear fields when creating new land

Land module

Change

When you are creating new land the Area and Cost Price fields are set back to 0.00.

N/A

57151

32542

Error When Copying VPB

VPB

Fix

There was a circumstance when an error was encountered when performing a VPB copy,

This issue has been resolved.

N/A

56500

31669

Setting the r/Div for a list item is still showing the item in another r/Div

Job Overview

Fix

An issue has been resolved whereby when in a specific region division list items for another region division were available

N/A

56400

31102

Incorrect VPB Intersection References

VPB

Fix

Issues resulting from work in VPB export/import request done against FD28540 have been resolved.

N/A

56031

FD31167

Error when Importing Colour Doc items into Variation

Document

Fix

An issue encountered when trying to import Colour Spec variation has been resolved.

N/A

55870

FD28771

Copy VPB Changes to Support Item Attributes

VPB

Change

This work follows on from changes to attributes and the VPB (54567)

The VPB Copy process has been updated to copy the new VPB Item Attributes. This copies BOTH:

• the intermediate record (prd_attribVPBItem)

• the item's attribute (prd_attrib)

N/A

54568

N/A

Logistics Item Comments from SupplierConnect

Logistics

New

All emails sent from both ECM to Tablet create Logistics Item Comments.

This applies to both ECM and Tablet, and happens regardless of any preference/setting that might be in place on how a PO/Notif. supplier is determined 

When a SupplierConnect notification is sent a comment is created, and clearly shows who did it, and from which application (ie. "Office ECM" or "Logistics Tablet")

TBC

27251

FD55014

Duplicate Job Entity - Unable to Enable Forecasting

Fix

An issue occurred where a job had a duplicated primary job entity for supervisor, which means it could not be removed.

The issue has been resolved

N/A

55081

FD27402

Cloud Credentials cleared if ECM cannot Authenticate with Platform

Change

When a log in attempt to any Platform application, fails due to an incorrect username/password, clear the stored password and contact GUID fields recorded against the user are cleared.

A message is displayed;
The stored username and/or password stored against your login details has failed to authenticate with the Framework Cloud. Please re-authenticate under My Options to access cloud services.

When a login attempt is required where the user has no credentials no attempt to authenticate/login is made.

The result of these changes is that a failed login will not retry every time you restart Framework.

N/A

55137

27405

Email Signatures Including Images

Change

Email signatures support embedded images.

Note You can have specific images for different region and divisions

TBA

55082

Prefix of comments created when sending Supplier Connect notifications

Change

All emails from both ECM and Tablet create a Logistics Item Comment

This applies to both ECM and Tablet and occurs regardless of any preference/setting that might in place on how a PO/Notif. supplier is determined.

When a SupplierConnect notification is sent a comment is created which shows who did it, and from what application (ie. "Office ECM" or "Logistics Tablet".

N/A

55014

27251

Change Warranty Type (DLP Maint Request)

Maintenance

Change

The restriction on allowing the a non primary warranty type to be changed has been removed.

N/A

55208

24837

Duplicated emails from Callups

Logistics

Fix

An issue which caused duplicate emails to be sent when a callup was done was resolved.

54601

27020

Maintenance user interface fixes

Maintenance

Fix

The following issues were resolved.

1. When using the dialog in view mode: the toolbar buttons to show/hide columns did not work.

2. Items tab: The default view of columns for the Items tab hides the cost/detailed columns. The ID column has been widened.

3. Inspections tab. The default view of columns for the inspections tab hides the detailed columns. The # columns (both lists) have been widened to clearly show 8 chars.

4. Assign Dialog. The # columns (both lists) should be wider to clearly show 8 chars

5. Inspection Item Dialog. The images resize correctly

Pending

53916

26034

Sales Advice to Tenders Importing

Sales

Fix

There was an issue when importing a Sales Advice document, the salespeople listed are only those from the current region/division 

N/A

53875

25245

SAM import - Nature & Location resets to [Not Applicable]

Sales

Fix

There was an issue where Nature & Location details wwhen importing a sale quote into ECM.

This issue has been resolved.

N/A

53917

26009

Only client specific changes.

Bring Across More Data to Colour Spec Variation

Document

Change

More content is included/created when importing a price review specification management item into a Document item

The initial lines (that will be above what's done now) are: 

• Section:

• Group: 

• Name: {the item name}

• Description: {the item description} - don't show include if it's blank

• Change Tracking: {the item change tracking notes} - don't show include if it's blank 

• Price Review: {this is a new label to be in front of what's done now, where the price review notes are shown and then the selection levels, notes, etc.}
  
  

Pending

52535

24211

Email Attachment Size Limit

Framework Inbox

Change

The allowable size of email attachments was increased from 10MB to 20MB

N/A

51789

23478

Add to DMS not updating version

Adding documents to the DMS

Defect

An issue, when adding a document to the DMS was not updating the version, has been resolved

Pending

51774

23998

VPB tree expanded

VPB

Defect

There was an issue when users opened the VPB module some folders were expanded. This issue has been resolved

N/A

50684

23017

Support for .jpeg extensions

Fix

Where users could upload files with an extension .jpg they can also upload files with the extension .jpeg.

N/A

51143

23434

Communication rules using SMS

Communication Rules

New

Previously Communication Rules only supported email. SMS support has now been added

Pending

50352

22310

Regional pricing structure

Variation Price Book

Fix

When updating a variable, the system was recalculating the retail price for Item Area records, incorrectly using the base-vpb item cost price, where it should have been using the Item Area cost price.

This issue has been resolved

N/A

50557

22286