Product Update – Login Experience, Case Management, Questionnaire Rules, and API Improvements
Overview
This release focuses on improving the reliability of case management, login experiences, questionnaire rule execution, dashboard data display, and public API responses. The updates provide clearer user feedback, improve consistency across the application, and resolve several issues that could affect day-to-day workflows.
1. Case Management Improvements
Improved Case Closure Experience
Users can now close case management tickets regardless of whether Closed Loop Feedback is configured.
2. Login Experience Improvements
Improved Microsoft SSO Login Guidance
When Microsoft Single Sign-On is the only enabled login method, users who are not configured in the portal will now see a clear message explaining why they cannot access the system instead of a blank screen.
Improved Feedback for Invalid Email Addresses
The login process now provides clearer guidance when an incorrect email address is entered. Users will see a meaningful error message that highlights the entered email address, making it easier to identify and re-enter the correct email address.
3. Questionnaire Improvements
Improved Create Text Rule Processing for Pasted Content
Resolved an issue where Create Text Rules did not run correctly when questionnaire content was copied from an email. Rules now execute consistently whether the content is typed manually or pasted from supported sources.
4. Dashboard Improvements
Consistent Date Display in Open Answer Pop-ups
System-generated dates displayed in the Open Answer pop-up for both KPI and Priority Matrix widgets now follow the portal's standard MM/DD/YYYY date format, providing a more consistent and user-friendly experience.
5. API Improvements
Project API Response Format Enhancement
The Project API "GET /public/api/project/V2" now supports the isCode parameter, allowing responses to return either codes or labels based on the selected option.
Consistent Handling of Blacklisted Field Values
The Project API "GET /public/api/project" now applies the isCode parameter consistently to the sys_blacklisted field, ensuring it returns either codes or labels in line with the selected response format.
What You Need to Know
No manual action is required.
These updates improve existing functionality and user experience.
API consumers using the Project API can use the isCode parameter to control whether codes or labels are returned.
These updates apply only to the areas listed above.
Applies To
Case Management
Login and Authentication
Microsoft Single Sign-On (SSO)
Questionnaires
Dashboard: KPI Widget and Priority Matrix Widget
Public API - Project: GET /public/api/project/V2 and GET /public/api/project
Kiran Sanap
Product Update – Login Experience, Case Management, Questionnaire Rules, and API Improvements
Overview
This release focuses on improving the reliability of case management, login experiences, questionnaire rule execution, dashboard data display, and public API responses. The updates provide clearer user feedback, improve consistency across the application, and resolve several issues that could affect day-to-day workflows.
1. Case Management Improvements
Improved Case Closure Experience
Users can now close case management tickets regardless of whether Closed Loop Feedback is configured.
2. Login Experience Improvements
Improved Microsoft SSO Login Guidance
When Microsoft Single Sign-On is the only enabled login method, users who are not configured in the portal will now see a clear message explaining why they cannot access the system instead of a blank screen.
Improved Feedback for Invalid Email Addresses
The login process now provides clearer guidance when an incorrect email address is entered. Users will see a meaningful error message that highlights the entered email address, making it easier to identify and re-enter the correct email address.
3. Questionnaire Improvements
Improved Create Text Rule Processing for Pasted Content
Resolved an issue where Create Text Rules did not run correctly when questionnaire content was copied from an email. Rules now execute consistently whether the content is typed manually or pasted from supported sources.
4. Dashboard Improvements
Consistent Date Display in Open Answer Pop-ups
System-generated dates displayed in the Open Answer pop-up for both KPI and Priority Matrix widgets now follow the portal's standard MM/DD/YYYY date format, providing a more consistent and user-friendly experience.
5. API Improvements
Project API Response Format Enhancement
The Project API "GET /public/api/project/V2" now supports the isCode parameter, allowing responses to return either codes or labels based on the selected option.
Consistent Handling of Blacklisted Field Values
The Project API "GET /public/api/project" now applies the isCode parameter consistently to the sys_blacklisted field, ensuring it returns either codes or labels in line with the selected response format.
What You Need to Know
No manual action is required.
These updates improve existing functionality and user experience.
API consumers using the Project API can use the isCode parameter to control whether codes or labels are returned.
These updates apply only to the areas listed above.
Applies To
Case Management
Login and Authentication
Microsoft Single Sign-On (SSO)
Questionnaires
Dashboard: KPI Widget and Priority Matrix Widget
Public API - Project: GET /public/api/project/V2 and GET /public/api/project