Clausion Web Client new user interface design, phase 2

Feature ID: FD-18044

Clausion Web Client user interface design is being updated. In addition to the look and feel, the update affects some of the functionalities. The second phase of the update includes a new design and functionality updates to maintenance messages, favourites, validation messages, breadcrumbs and ribbon icons, and other changes. Below are detailed descriptions of the changes in each feature. Maintenance MessageIn the Maintenance Message settings, there is an updated date picker that allows you to select the time period for displaying the message to users. You can also turn the message on and off with a toggle switch. The message can be written in all the languages available in the language fields, according to your database’s language settings.An activated maintenance message is displayed as a toast notification in the top right corner of the Web Client. The message remains visible even if you navigate away from the Web Client home page, until you close it using the close ( x ) button on the notification. Once closed, the message will not be displayed again during the same session. However, if you log out and back into the Web Client or refresh the browser, the message will be displayed again.FavouritesThis update includes changes concerning adding and editing favourites. When you add a new task or template to favourites, simply click the Add to Favourites button on the task selections. A pop-up will appear for editing the favourite’s name. After clicking OK to save the favourite, a toast notification will appear on the top right corner of the screen, confirming the favourite has been added successfully. This toast notification also includes a link to the Favourites section on the Web Client home page. When you edit a favourite by clicking the Edit icon in the Favourites section, the task opens and a Save button appears on the left side of the Add to Favourites button, allowing you to save any changes made to the favourite. The Save button becomes active after you make the changes. When you click it, a pop-up will appear, allowing you to either save or discard the changes. The Save button only appears when you access the task via the Edit icon in the Favourites section.Validation MessagesValidation messages now appear in three different formats on the task selection view. The first format addresses missing or invalid values in the selection fields. If a selection field is missing a value or the value is invalid, the field is highlighted in red, and a red validation message appears under the field, informing you of the missing or invalid value. The second format is an error message box displayed below the selections view header, above all the selections. This error message box addresses more complicated errors that prevent the opening of a task or template. The box can display one or more errors at a time.The third format is a toast notification for error messages. If you have opened a template and receive an error, you get the error message as a toast notification on the top right corner of the Web Client. Breadcrumb on Opened TaskThe breadcrumb is now displayed on an opened task in addition to the selection view. This helps you check the path for the task you have open, and you can include the breadcrumb, for example, in screenshots taken of the task for support purposes.Template Ribbon IconsThe template ribbon icons and their drop-down menus have been updated to align with the insightsoftware branding, while maintaining their original functionalities. In the drop-down menus, the selected item is highlighted in light blue and marked with a check icon.Other changesIn addition, there are other visual changes that do not affect functionality, such as the insightsoftware logo on the login view, new font, new site and navigation bar loader icons, insightsoftware-branded copyright text after logging out, and a description text on a page informing users in case of an unavailable site.

Dynamic Reporting: Filtering data using dimension extra fields for DRData function

Feature ID: FD-17670

The DRData function now supports data filtering using dimension extra fields. The filtering is enabled by the new dimension extra field added for all dimensions. The extra fields are added at the end of the DRData function, after D9Hier. You can filter data using single or multiple extra fields. Below are some considerations for providing values.

• For multiple filters, use a vertical bar as a separator, for example: D0EF: E01=Test|E02=apple
• For special characters inside the extra field value, use curly brackets, for example: D0EF: E01={+358-(0)9-1234 003}
• For multiple operators within the extra field, use a semicolon, for example: D0EF: E01INTest;apples

• =DRData($C$2,$C$7,$A13,$C$3,$C$4,$C$6,$C$5,$C$8,,,"TOP",,,,,,,,,,,,,,,,,,"E01=Europe","E01!=John Smith")

Internal Data Transfer (IDT): Validation message on missing period or extra field values

Feature ID: FD-12994

You receive a validation message if Internal Data Transfer (IDT) is missing period or extra field values. With the validation message, you can easily see what is the cause of the issue if IDT fails. This improves the user experience of the application.