9.0.0 (23/May/12)
- New license model (not backwards compatible) now contains:
- - Floating user licenses & added flag to User records
- Limits for an exact amount of 'usertables' according to the user's permissions
- Customization rights
- Specific versions + upgrade limits
- ClayCentral now logs failed logins due to license limits in the Login History table
- - Support for multiple graphs: Can now add unlimited dimensions to graphs
- Can add multiple pivoted rows and headers in analysis tables
- Series dimensions replace table columns and behave differently for different types of graphs
- The analysis builder GUI has been redesigned
- Added many more types of graphs and gauges
- Can now create analysis graphs also for two discrete axes or two continuous axes
- Graphs/tables now support unlimited highlighting rules
- Graphs/tables can now also use different sizes as a display option
- Graphs can now also use different shapes as a display option
- Can now set graph label settings per graph point/bar/etc
- Added over 120 new display options
- Can now define display/graph options per indicator or dimension and apply them based on rules
- Display/graph options can be defined per position/range/specific value
- Can add a hidden aggregated dimension
- Added support for subtotals
- Can specify which columns to total
- New concept: Grouping of indicators and/or dimensions into a single level
- Can show multiple pages of analysis tables/graphs for scrolling/animating
- New powerful Table Calculations feature for calculations between values in a query result
- Added 'aggregate function' setting for analysis table totals
- New 'Manual Size' option for columns in lists and analysis tables
- Can now sort lists and analysis results with up to 6 fields
- Added back/next buttons for undo/redo and navigating through drill-downs
- Can now export analysis tables into Excel with full colors, fonts and sizes
- Date filters now support time values
- Added Auto-Refresh setting for analysis tables/graphs
- Can now add text fields as Indicators in analysis (count)
- Added 'Count Unique' as an aggregate function (SQL Server only)
- Added Standard Deviation and Variance as aggregate functions
- Added 'Open in Editor' tool to the graph 'save' context menu
- - Drill-down menus are now context-sensitive and support all dimensions, indicators and series
- Can now also drill into graph axes values, graph legend values and graph pivot values
- Added 'Include only'/'Exclude' drill down options for filtering
- Added options in drill-down menus for adding, replacing and removing dimensions (groupings)
- Added options in table drill-down menus for configuring headers and totals
- Added action to zoom into a single graph when multiple graphs are showing
- Can now set the default graph/query element to run actions on in graph drill-down menus
- Can now configure the default actions to run on a mouse right-click action in analysis tables and graphs
- Added back-space keyboard shortcut in analysis for a shortcut to the undo button
- Added 'Sort' functionality to the analysis drill-down menu
- - Can now use one-to-many linked fields in all settings
- Can now define which columns to show in table section and the default sorting
- Added ability to add multiple bars per row according to column value uniqueness
- Can now define which field to use for the bar tooltip
- Added ability to define which table to open when double-clicking on row and/or bar
- Can now define many bar properties: Height, Position, Pattern/Shading, Color, Forecolor, Start/End Shape, Fill Color, Alignment, other various visual effects
- Implemented rule-based system for defining bar properties according to any field value
- Added new general settings: Item Height, Overview Height, Table Width, Font
- Can now optionally print current Gantt screen only
- Improved general usability and look-and-feel
- - New Automation Delete action
- New Automation action: Generate System Event for running automations on a list of items.
- New Automation action: Run Bulk Actions for running bulk actions optionally on a list of items.
- New Automation action: Call Conditional Event
- New Automation action: Group Update Fields
- Added 'Before Change' and 'After Delete' events
- Added 'Copy Field' action, replacing the 'Set Linked Field' action
- User-Event features:- - The trigger for User-Generated Events (Autofill) can now be edited from the Event Handler form
- Added 'Field Changed' User-Event
- Added 'Before Save' User-Event
- Added 'Hide/Show' field actions for User-Events
- Added 'Enable/Disable' field actions for User-Events
- Added 'Refresh' action for calculated fields based on User-Events
- Can now run a Refresh Layout action based on User-Generated Events
- Can now configure multiple fields and events to fire User-Generated Events
- Can now easily reverse Hide/Show/Enable/Disable actions based on Event filters NOT passing
- Added settings for all Set Field actions for adding/deducting/appending/prepending the new values
- In all Set Field Query actions, can now map filters to any many-to-one linked field.
- In Set Field Query actions, can now remove filters with missing mapped values
- Added 'Include empty mapped values in results' setting in Bulk 'set field query' actions
- Can now convert event handlers to handle other events
- Added Run button to event handler list
- Duplication of Event Handlers now also duplicates inner handlers
- Can now display child event handlers in event handlers list
- Can now also filter event handlers by the field to be set
- Added 'save to file' functionality in the Create Document automation action
- Added 'append timestamp' setting to Create Document automation action
- Added option to append fields to the filename in Create Document automation actions.
- New option in Create Document automation action: "Don't overwrite file" for ensuring unique filenames
- Replaced Schedule tool in ClayStudio with Automation tool
- Renamed some automation features for clarity
- Can now append the item name to the message subject in a Send Message automation - - The trigger for User-Generated Events (Autofill) can now be edited from the Event Handler form
- - ClayIntegrator can now run Bulk Actions as part of an import session for ETL before synchronization
- ClayCentral can also run administrative Bulk Actions directly on the database
- Added Bulk Change action
- Added Bulk Sequential Change action for updating one record at a time in sequence
- Added Bulk Add actions for inserting the results of a query into any table
- Added Bulk Delete action
- Bulk Sequential actions now support a sorting field
- Bulk actions now support clearing many-to-many fields
- Can now set bulk many-to-many field values for multiple records using a 'Set Linked Field Query' bulk action
- - Can now customize item form toolbars for creating new items from other items
- Can also create items from multiple items in a browser list
- Multiple pre-defined list of items or X amount of items can be created from a single item
- Added Dynamic Values functionality
- Added setting to create a single item from multiple selected items
- Added 'Always Save' setting for Create Item actions.
- Added 'Confirmation' settings
- Added 'Open Created Item(s)' setting to disable showing of the new items
- - Can now customize item form toolbars for setting fields in the current record
- Can also set field values for multiple items in a browser list
- Added Dynamic Values functionality
- Added 'Always Save' and 'Save First' settings for Edit actions.
- Added 'Confirmation' settings
- - Can now link two records using drag & drop by defining global drag & drop actions.
- Drag & Drop Actions may set linked fields, create new records, and set static/dynamic field values.
- Records can be dragged from/to Browser rows, Chart shapes, Gantt rows and Gantt bars
- Records can also be dragged from/to individual Analysis cells or Graph points that display linked fields or link group values
- - Added support for generating documents in PDF format if Word 2010 is installed.
- Clay now supports document template zip archives that include all local files used by the HTML template
- Messaging, Sharing, and the Create Document automation action now all use template archives
- New 'Menus for Template Action' feature for running globally pre-defined template actions in forms and lists
- Can now automatically set field values based on whether a document template or e-mail was successfully generated
- Can now add an 'attachment link' when generating a document template or sendmail e-mail instead of attaching the e-mail itself
- Launching a document template from the toolbar or dashboard now first opens a list of items for selecting the topic
- Added option whether to show the save/print form first when launching a template from a toolbar
- Redesigned template save/print dialog for multiple items
- List and analysis tables in Document Templates can now be generated using custom separators, including for CSV or XML output
- Added support for Document Templates with any extension (CSV, TXT, XML, etc)
- Made Document Template clay-related formatting survive MS Word editing
- Document Template Clay-tags now appear as friendly merge fields in MS Word or other WYSIWYG HTML editors
- Re-designed the 'New Document Template' window
- Can now set the date/time format per template for export purposes
- Document Templates now show the full text of Notes fields in lists
- URL and E-Mail fields are now displayed as hyperlinks in Templates
- Added a second (right-aligned) header & footer setting for Word/PDF generated templates
- Added default Footer values for new templates and the 'Print Results' tool
- Template 'On Success' automation settings now include the ability to set date fields to <Now>
- Can now customize which columns are totalled in browser queries inside Document Templates
- - Redesigned the Custom Layouts fields editor
- - Custom Layouts now support colors for tabs, content and the form itself
- Can now add blank fields, separators and labels to field layouts
- Can now set double width and custom note field sizes for field layouts
- - Can now add lists, graphs, charts, etc to field custom layouts (with auto-refresh setting)
- Can now add labels, frames, buttons, pictures, URLs to field custom layouts
- Can now also add inner editable fields components inside advanced layouts
- Buttons can now also launch Create Item, Edit or Template Actions
- Linked fields and lookup lists can now be displayed as lists in advanced mode
- Can now also add an attachment list inside an advanced layout
- Added "Default Font for Labels/Fields" setting
- Added ability to add multiple Field components at once in advanced Custom Layouts
- Can now refresh advanced layouts based on Edit/Create Item actions in buttons
- Can now associate any component in an advanced layout with a field, for hiding/showing the component using User-Generated events
- Added Read-Only setting for individual fields in Advanced Layouts
- Added "Start With New" setting in Fields component
- Added settings for custom initial window size in Custom Layouts - - Custom Layouts now support colors for tabs, content and the form itself
- - All field values can be loaded/edited/saved via a custom HTML page
- Added button for creating a starter HTML file for a URL tab with fields
- Added edit button in the Custom Layout URL tab configuration
- - Can now send Document Templates to users via Profile Management
- Can send profiles and Document Templates to Roles for future users, or existing users
- Administrators may now configure which options are included in the profile and which are personal (stored in registry)
- User profiles now get priority over Role profiles
- Profile Locks are now synchronized when sending profiles to roles
- Clients now make a backup before loading new profiles
- - Added 'Label' and 'Frame' components to dashboards
- Added snap to grid controls in edit mode
- Added resize button in edit mode
- Added "Disable auto-resize" option for static component placement and scrolling
- Added foreground and background color settings
- Added 'Full Frame' setting for several components in dashboards/advanced layouts
- Added foreground/background color settings for buttons
- Button/Image item launchers can now refresh the dashboard based on data updates
- Added Dashboard Auto-Refresh setting
- Added "Auto-Refresh on Changes to Tables" setting in dashboards and advanced layouts.
- Added setting for hiding dashboard toolbars
- Can now position images and other components over full dashboard area
- Added support for PNG pictures (experimental)
- Can now add captions to dashboard image components
- Can now set caption font for dashboard buttons/images
- Added ability to select multiple dashboard items in edit mode using mouse clicks, ctrl-clicks, and dragging a selection rectangle- - Can now align multiple selected dasboard items
- Can now make multiple selected dasboard items the same size
- Can now set equal spacing between multiple selected dashboard items
- Can now move multiple selected dashboard items using the keyboard arrow keys or with the mouse
- Added "Move to front/back" functions in Dashboard editor
- Added 'Background URL' setting to dashboards and advanced layouts
- Added many special actions to dashboard/layout buttons including: Browser, Repository, Template Builder, Login, Help, Messages, Close All Windows, etc.
- Added "Close Form" and "Save Before Launch" settings for buttons in dashboards and advanced layouts
- Can now customize the dashboard toolbar buttons
- Dashboard components without dynamic filters now load immediately
- Added option to only show filter values in the dashboard filter component
- Added 'Don't wait for user input' setting in the dashboard Filters component
- Added 'Single Select' setting to dashboard filters component
- Added 'Start Maximized' setting to some dashboard button launch items - - Can now align multiple selected dasboard items
- - Can now configure external functions and data sources for notifications and retrieving values
- Can define dynamic parameter values for External Functions
- Added support for custom Database Functions/stored procedures inside custom fields, filters and columns
- Added support for database stored procedures as External Functions
- Added Web functions for retrieving values from URLs via HTTP GET/POST
- Can retrieve values from web sites in HTML, XML+XPath and plain-text formats
- Added permissions by Role for running External Functions
- Added 'Set Field (External Function)', 'Set Fields', and 'Call External Function' Automation actions
- Added support for setting a field value on error in the 'Set Fields' action
- Added support for sending document templates via external functions as a web function parameter or message body
- - Added ability to use an SQL query as the source on all data source types
- ClayIntegrator makes copies of tables for previews instead of copying the whole database
- Can now import (add only) data into tables disabled for offline use using a super-fast bulk import function
- Added SQL Server settings for the offline/import database
- Redesigned the duplicate item options
- Added merge option for source duplicates
- Added "Merge into empty values" option
- Added settings for saving records after a successful or failed import in ClayIntegrator (for Automations)
- Added a setting for failing on conversion errors in a ClayIntegrator import
- Added support for multiple session files in command line parameters
- - Redesigned ClayCentral multithreading for increased performance
- SQL Server connectivity robustness: ClayCentral now attempts to recover from connectivity errors before giving up
- Added 'KBs Sent' & 'KBs Received' statistic fields
- ClayCentral now logs all failed logins in the Login History table
- Data Injection now supports UTF-8 encoding and automatic detection of formats
- Added support for defining the unique identifying fields in linked records for Data Injection
- Data Injection data with multiple xml blocks now get split before they get added to the queue
- - Added full support for Outlook2007/2010 Ribbons
- Outlook recurring Appointment handling has been redesigned for performance
- Some Outlook background tasks have been optimized for performance
- Added default 'Address Book Table' setting in ClayStation for Outlook
- Can now set appointment check interval settings to 0 to disable them
- Can now configure which Digital-Clay fields to display in the Outlook Notes field for Tasks/Notes/Contacts
- - Added setting per table to disable offline usage for that table
- Can now add linked fields with a one-to-one relationship and use them bi-directionally in lists and functions
- Added 'New' button next to Attachment fields
- Added support for PNG/WMF/EMF in Picture fields
- Added built-in 'Purchase Price' field in Product Details, and added more built-in sales indicators
- Can now view full values in the History for many-to-many fields
- Added support for 12-hour clock time formats in date+time fields
- Added new <GUID> Field Property for text fields
- - Can now open a customized form layout from a specific list
- Can now auto-open a dashboard/form when a list is loaded
- - Can now also generate a pre-defined list of items based on a list of field values
- Can now show and change session defaults in the main data entry window
- Improved behaviour with component focus and the Enter key
- Added setting for automatically setting focus on fields in Data Entry
- Added 'Width' setting to the Data Entry component
- Can now filter the list of values in a Data Entry pre-defined values list using a dynamic filter value
- - Can now use any linked e-mail field when sending mail using templates/send-mail features
- Lists now update all column data including linked fields and functions when a form adds/changes a single item
- Can now set filters as 'dynamic' using the filter context menu
- Re-designed browser list context menu
- Menu items in lists now only appear if user has appropriate permissions. Same with the 'new' buttons in field layouts.
- Redesigned printing tool for lists and analysis graphs/lists, replacing the 'Open as HTML' tool
- Can now print lists/analysis with titles, headers, footers and filter values
- Added "Checkbox Mode" option in the browser list context menu
- - Document Repository queries can now be added to dashboards, dashboard buttons, layouts and the toolbar
- Document Repository queries can now be saved to files, sent via messaging, or shared via the context menu
- Added Columns button to the Document Repository component
- Added 'Double-click attachments to edit' global setting
- Attachment lists are now auto-filtered by Document Type permissions
- Added context menu to the Attachments component
- Added ability to send attachments via e-mail via the Attachment/Repository context menu
- Added Export functionality to Attachment lists via the context menu
- Added Full Text search and Keywords search components to the Attachments component
- Added new 'Attachment Creator' filter to browser lists
- New filters in document repository: Creator Workgroup/Role, Modifier Workgroup/Role
- - New option: 'Always Save Profile at ClayCentral'
- Added new settings for hiding Currency/VAT/Dialer buttons
- Added periodic administrator warning if verbose automation logging is on
- Added 'Hide Toolbar' setting for ClayStation only
- Added global 'First day of the week' setting
- Added offline maximum results settings in ClayStation
- Can now filter queries based on History entries. The following history values can be used as filters: Date, User, Type, Field, Value (text)
- Added 'Windows' toolbar button and a 'Close All Windows' function
- Added 'recent items' functionality to the toolbar
- The Message list maximum results can now be overriden (as with Browser lists)
- Added support for Tab separator (\t) when exporting data
- Added DayOfYear function to custom functions
- New custom function: FindPattern (for SQL Server only = PATINDEX)
- Added <Random> custom function for a random number between 1 and 1000000000
- Added F5(refresh) and F11(detach) keyboard shortcuts in lists, analysis, charts, etc
- Added F3 shortcut to open the filters window in lists and graphs
- Added Ctrl-P (Print) keyboard shortcut to lists and graphs
- Added many new tools to the ClayStudio 'Tables' context menus
- General usability improvements to the ClayStudio 'Tables' tool
- ClayStudio now displays full link paths in the main Status Bar whenever a link is selected (for developers)