Introduction
This document includes information about the new features, other improvements, and corrected known issues implemented in the Clausion FPM 24.09 general availability version.
The previous general availability release is Clausion 24.03.
New Features and Other Improvements
Desktop Client: Changing Role Icons for Web Client
Feature ID: FD-15459
Web Client has an updated user interface design. The updated design in Web Client displays user roles on the left side navigation bar as user role icons when the bar is collapsed. When you expand the bar, you can see the user role names as well. As an administrator, you can manage the user role icons in Desktop Client. In Desktop Client, navigate to User Role Management under Basics and Users folders. Select a user role from the user role list and on the Basic Data tab, select an icon for that specific user role from the Icon drop-down menu. Click Save or the disk icon on top of the screen to save changes.Please note that a user role must have an icon assigned to it. By default, the first icon on the drop-down menu list is assigned to all the roles available and also to new user roles as they are created.
Desktop Client and Dynamic Reporting add-on: Visual updates
Feature ID: FD-15140
Desktop Client and Dynamic Reporting add-on include visual changes, e.g., top bar and pop-up window colour updates. The changes do not affect functionalities.
Clausion Web Client New User Interface Design, phase 1
Feature ID: FD-14694
Clausion Web Client user interface design is being updated. In addition to the look and feel, the update affects some of the functionalities as well. The first phase of the update includes new design on the left-side navigation bar, search functionality, selection views and pop-up windows. Below are detailed descriptions of the changes in each feature. Navigation BarThe navigation bar on the left is now green in colour. By default, the bar is collapsed when you login to Web Client. When the bar is collapsed, you can see icons representing different functionalities. You can expand the bar by clicking the circle button with an arrow on the right side edge of the bar. When the bar is expanded, you can see the names of the functionalities as well.The first icon on the navigation bar is Switch application menu selection. This selection allows you to switch to another application in the future if you are using several different insightsoftware applications. The second icon is the search functionality. Find out more about the search functionality below. The third icon on the bar is Home which returns you to the home page of Web Client. After the Home icon are all User Roles assigned to you. Find out more about the user role icons below. At the bottom of the navigation bar is your username. When you click it, a window opens including the Log out option.When you click a user role whether the navigation bar is collapsed or expanded, a secondary lighter colour navigation bar opens. The secondary navigation bar displays all folders and tasks assigned to a user role. You can expand the folder content and open tasks by clicking their rows. You can expand or collapse all folders and their content by clicking the Expand/Collapse All text above the list. On both navigation bars, the row colours turn darker when you hover your cursor above the rows. Exceptions to this are the Home selection which turns lighter, and the Switch application menu and the Expand/Collapse All text which remain the same colour. User role rows turn lighter when you click the role, and the secondary navigation bar opens.Click a task to open the selection view. You can also open tasks on a new browser tab. Simply right-click the task and then click the appearing Open in new tab selection.You can close the secondary navigation bar with the X button at the top right corner of the bar.Search functionalityThe second icon on the navigation bar is the search functionality for folders and tasks. When the bar is collapsed, the search functionality is displayed as a magnifying glass icon and when expanded, the name Search in menu is displayed as well. Click the icon or the row and the secondary navigation bar opens with a search field.The search functionality is dynamic. When you start typing search terms to the search field, results appear automatically as you type, and you do not need to press the Enter key to see the search results. The search results also display the folders and user roles above the searched items. Therefore, you can easily see the full path to the searched item. You can recognize user roles in the search results by their icons and larger font size. If there are more search results than fit the secondary navigation bar, you can scroll down the results with the appearing scroll bar or mouse scrolling wheel.If the search terms do not match any folders or tasks, you receive No matches found for '[...]' notification on the bar.You can clear the search results by clicking the Clear button in the search field. The button is a dark gray circle with a white X. Search results clear also when you open a task with the Open button on a selections view.You can close the Search in menu navigation bar with the X button at the top right corner of the bar.User Role IconsYou can see all user roles assigned to you below the Home icon on the navigation bar. The user roles display only as icons when the bar is collapsed.As an administrator, you can manage the user role icons in Desktop Client. In Desktop Client, navigate to User Role Management under Basics and Users folders. Select a user role from the user role list and on the Basic Data tab, select an icon for that specific user role from the Icon drop-down menu. Click Save or the disk icon on top of the screen to save changes.Please note that a user role must have an icon assigned to it. By default, the first icon on the drop-down menu list is assigned to all the roles available and also to new user roles as they are created.Selections viewThe look and feel of the selections view is updated. When you open a task, the secondary navigation bar closes, however, you can see the path to that task on top of the screen above the task heading. Selections are divided into three sections: Datatype and Period, Dimensions, and Other Options.Drop-down menus open by clicking the down arrow on the right end of the selection field. You can remove the content of the field like you would remove any text: by clicking the backspace when the cursor is at the end of the text or when the text is fully selected. The button to clear the field has been removed. Pop-up selections open by clicking the blue Select link above a selection field. Find out more about the pop-up windows below.Action buttons are now on the bottom right side of the selections view.Pop-up windowThe look and feel of the pop-up window is updated. A dynamic search field is on the top left corner, and next to it the Hierarchy drop-down selection (find out more about dynamic search and drop-down menus above). Show only input units selection is next to the Hierarchy selection on the right. The icons for expanding or collapsing the unit lists are a right arrow (collapsed) and a down arrow (expanded). As you hover your cursor over a unit, the row is highlighted with light blue colour and a tool tip appears when the cursor is on the unit name. You can use the OK button after you have made selections.In the Input Template Calculation (ITC) pop-up window, you can select the number of displayed rows and the page you want to view on the bottom bar. You can also browse pages using the left and right arrows.
Corrected Known Issues
Issue ID | Issue | Resolution |
|---|---|---|
FD-17805 | If an administrator is editing and saving input and report templates in Desktop Client and an end user is using or opening the same templates in Web Client, the end user receives errors until Web Client cache refreshes according to the set interval. | Data saved in Desktop Client are now updated to the end user in Web Client immediately after saving without any error messages. |
FD-16672 | Extra field values are missing from reports if there are no normal values included on report. | Both numeric and text type extra field values are now displayed on the report even though the report includes only extra fields. |
FD-15123 | Desktop Client freezes to a Not responding state when saving changes in Unit Management. | Performance issue related to saving in unit management has been fixed and the saving works without issues. |
FD-11455 | Selections option is active even though it is disabled in the task settings. | Disabling task selections works now as expected. Selections stay disabled in tasks in which they have been disabled and if the Selections view has been pinned in other tasks, it stays pinned regardless of the settings for the Selections view in other tasks. |