Digital-Clay Community Forum

The first official release for 9.1.x

9.1.70 (10/Mar/2015)
- Web ClayStation has caught up with desktop clients and is now a full-featured client:

• - Can now automatically login to Web ClayStation by role for anonymous public web access
  - The Web ClayStation installer now includes an option to install Apache with Web ClayStation pre-configured
  - Added shortcuts for installing and running Web ClayStation as a Windows service for Web servers like Apache that support TCP

- All desktop clients now fully support Unicode and multiple languages for both viewing and entering data
- Improved look & feel:

• - Many improvements to the general look & feel of the interface
  - Added new component in simple/advanced layouts: Title
  - Can now also set colors for fields and titles
  - Added support for color schemes for the interface as well as for layouts
  - Added 16 pre-defined color schemes
  - Added colors and color schemes to the Data Entry component
  - Improved transparency for several controls in dashboards and advanced layouts when setting a background picture
  - Improved behaviour of colors set at the root dashboard/layout level

- Dashboards/Advanced Layouts:

• - Advanced layouts now auto-resize their components horizontally by default
  - Buttons in advanced layouts can now switch tabs (by caption)
  - Redesigned the dashboard/advanced layout editor tools
  - Added Auto-Layout feature for the dashboard/advanced layout editor
  - Added Undo feature in the dashboard/advanced layout editor
  - Added tool in dashboard/layout editor for auto-sorting the component order
  - Dashboard components now show previously selected dynamic filter values when clicking on the filters icon
  - Lists inside a dashboard now retain their manual column widths between refreshes
  - Can now add URL tabs in custom layouts that use POST instead of GET
  - URL components in dashboards/advanced layouts may now optionally use merge fields from the current record
  - Buttons in dashboards/advanced layouts may now launch URLs with optional merge fields
  - Fields with the 'Hidden' field property set are now skipped in simple layouts.
  - Reduced auto-refreshing in advanced layouts/dashboards on updates to tables when mass updates are performed on the tables
  - Dashboards/layouts now mirror their positionining when changing the interface between RTL/LTR
  - The Font setting now affects all components in dashboards/advanced layouts
  - Can now set the full color scheme for dashboards and their components
  - Can now set the font for simple layouts
  - The Delete key now works in the dashboard editor
  - Added option to make the 'Fields' component read-only in advanced layouts
  - Can now add tooltips to images & buttons

- Lists:

• - Can now add list and analysis subqueries as columns
  - Can now quickly add a count of items in a related table as a column
  - Lists now show totals of numeric columns in a tooltip if more than one record is selected
  - Can now change column title captions in saved list queries
  - Added 'Send Items To...' functionality in lists for sending a list of static items
  - The Send Mail feature in lists now supports sending mail to any linked e-mail field even if it isn't in the current list
  - In 'Edit List' mode, forms now move to next record when enter key is pressed
  - 'Edit List' and 'List+View' modes no longer close their forms when the list is refreshed
  - Browser/Analysis tools in the Toolbar now open with Open/Save buttons
  - Filter customization for both browser windows and list windows now use the same setting

- Analysis/BI Features:

• - New Analysis queries now open with a welcome screen to select the type of analysis component
  - Can now build cross-tab analysis tables easily as a primary type of analysis query
  - Can no longer build a graph and table in the same component (use a dashboard instead)
  - The Analysis Editor now changes the interface depending on the anaysis type
  - Can now build an analysis query where all indicators are joined to the same base table
  - Added 'Rotate' checkbox on the main Analysis window
  - Added to Indicator context menu: "Aggregation", "Hide", "Group", "Caption"
  - Added to Dimension context menu: "Continuous", "Hide", "Group", "Caption"
  - Can now customize the columns to use in 'View Items' analysis drill-downs
  - Added Label Width setting for graphs (for label word wrapping)
  - Added 'Hide Point' setting for graphs to keep values in one of the graph axes but hide their points
  - Analysis tables can now be scrolled with the mouse wheel (if they have focus)
  - When replacing dimensions in analysis using the drill-menu, the new dimension now retains the old one's default settings
  - Implemented many very significant optimizations for analysis tables and graphs
  - Improved RAM usage for all large queries as well as analysis tables and graphs
  - Added "Analysis Timeout" setting

- Filters:

• - Can now add list and analysis subqueries as filters
  - Can now quickly add a filter to check whether items exist or don't exist in related tables
  - Added advanced filter setting 'Filter on Join' to filter a join instead of the query
  - Can now set 'Relation to Subject' to 'Auto' to set ALL filters that target the base table
  - Can now view and search on attachment extensions
  - Can now show any filter as a list of values via the filter context menu
  - Clay desktop clients now remember whether to show individual filters as value lists
  - The Filter window is now resizable

- Outlook:

• - Outlook Mail attaching feature now allows overriding the attachment name
  - Added setting for saving Outlook mail as Outlook MSG files in clay attachments
  - Added separate setting for the e-mail attachment Document Type when attaching e-mails to Clay

- HTML Tabs:

• - HTML/URL tabs now support many bi-directional events for communicating with Digital-Clay
  - HTML tab events include automation form-generated events, opening and saving records, and running actions.
  - The HTML tab 'Create' button now adds default javascript code for handling form-events and responding to events from Digital-Clay

- Automation:

• - Renamed 'User-Generated Event' to 'Form Event'
  - Added 'Save' action for Form-Generated Events
  - Can now add 'Conditional Handlers' also in form event handlers
  - Can now run Scheduled/Manual Events from Toolbars and Buttons
  - Improved grouping of multiple e-mails when sent via automation
  - Added 'Before Change' automation event to differentiate from 'Before Add/Change'
  - Added Automation 'Merge' action
  - New Automation Action: Database Maintenance, which runs all database optimization tasks in the most optimized order
  - Can now filter lists of Form Event Automation Handlers by their Trigger fields
  - Queued injections and scheduled events now always yield priority to regular automations in the queue
  - Bulk delete actions now also remove links TO the deleted records
  - When verbose logging is switched on, Bulk Actions now add log entries on the amount of records they are running on
  - For the 'Send Message' Automation Action, can now set the 'Subject' and 'Body' using dynamic field values
  - For the 'Send Email' Automation Action, can now set the 'Subject', 'Body', 'From' and 'From Address' using dynamic field values
  - For the 'Create Document' Automation Action, can now set the 'Subject', 'From', 'From Address', 'Body' and 'File Name' using dynamic field values
  - When creating new items in automations, can now start with a duplicate of the current item if it is the same table
  - Removed ability to add automations for a specific item/record (use filters instead)

- ClayIntegrator improvements:

• - Redesigned the wizard with several usability improvements
  - Added SQL Server and MDB as separate connectors
  - Added 'Recent Sessions' functionality
  - Added 'Set Field Values' functionality for always setting fields with static/function values even during updates
  - Added setting to skip all rows without a minimum of non-empty columns
  - Made Excel connector smarter to auto-skip the first x row headers if the above setting is set
  - Can now ask user for dynamic variables while running an automated import session: Filename, Mappings, and Default Values
  - Added setting to limit the Digital-Clay fields displayed in the Field Mappings step
  - Can now run Scheduled/Manual Events on Import Success/Fail
  - For ClayIntegrator ODBC sessions, added a Dynamic Cursor setting for manual overrides
  - Improved performance of ClayIntegrator import initialization

- Security:

• - Added System Log tool for tracking all changes to the system including tables, fields, profiles, automations, settings, etc
  - In Login History, added ability to quickly filter users logged in at a certain date/time
  - Added 'Read Names' permissions on all tables for allowing linked dropdowns/filters without affecting the license.
  - Separated permissions for Document Types to: View, List, Edit and Delete
  - Added option to use Windows Authentication for SQL Server
  - Added security setting to enforce parameterized queries on SQL Server
  - Added ability to notify security alerts via e-mail
  - Minimum password length requirements can now be customized
  - Added security setting to block uploading of EXE attachments
  - Added "Notify on locked user" setting
  - Added "Block all attachments" setting
  - Added setting to block all potential scripting in data injected into HTML (templates, web claystation, addons)
  - Added "Black List" functionality for blocking or notifying on all bad inputs into the system
  - Added "White List" functionality for blocking or notifying on all inputs with unallowed characters
  - Can now hide roles globally from the user interface without removing it

- Database & Fields:

• - Lookup fields now support separated internal values vs. display values
  - Can now hide any table (and related links) globally from the user interface without removing it
  - Can now set a different currency symbol for each field of type 'currency'
  - Made database upgrades more robust in case of errors
  - Digital-Clay now uses more optimized drivers for SQL Server
  - Digital-Clay now uses newer/faster SQL Server 'Notes' fields (conversion of old databases may take minutes or even hours)
  - Notes fields with SQL Server are now no longer limited to 2000 characters when using them in functions/queries
  - 'Read-only' and 'hidden value' fields are now also blocked when adding new records from imports/injection
  - Numeric fields now support four decimal points
  - Added support for URL captions in the format: 'Caption|URL' for friendlier display of URLs in templates or read-only fields/functions.
  - Converted the built-in Opportunity:Team Members and Product Package:Products fields to proper tables for automations etc
  - The Custom Fields window now displays the inner data types of Custom Function fields
  - Can now customize the size of Picture field thumbnails
  - Other fields now wrap around picture fields in simple layouts
  - Optimization: Picture field thumbnails are no longer stored with the record, only as attachments (they no longer work offline)
  - Can now automatically add data for replication in SQL Server databases residing in Clouds

- Redesigned & merged the Currency Calculators into a Field Calculator

• - Added several operators and memory functions to the field calculator
  - Added ability to use current field values in the field calculator
  - Can now optionally show the field calculator for numeric fields

- Custom Functions:

• - Can now add list or analysis subqueries as values in custom functions
  - Dynamic filters now work even inside subqueries
  - New Custom Functions: Second, AddSeconds, and SecondsDiff
  - Added 'Trim' custom function
  - Added 'Ceiling' custom function
  - Can now use <Null> values in custom functions

- Templates:

• - Redesigned the code for printing labels from document templates using only Word
  - Added ability to position labels and their margins precisely with document templates
  - Can now add Page Breaks into document templates via the system fields menu
  - The progress bar now always appears while generating template documents
  - Template documents and exports now generate in docx/xlsx formats when appropriate.
  - When generating multiple template documents and auto-attaching to a folder, can now save the first generated document instead of the template

- Messaging:

• - Added CC/BCC functionality to messages
  - Messages can now be marked as unread
  - When replying/forwarding, messages now include the previous message's header
  - Message dates now display as date-time
  - Deleting messages now asks for confirmation

- Improved ClayCentral initialization speed by over 400%
- Added option to load ClayStation with the toolbar embedded in the homepage
- Fixed issues with child forms returning to the parent form after closing
- Added support for mail servers that require STARTTLS
- Charts now hide the scrollbars when 'zoom to fit' is on
- Edit Actions on single items now use the current record as the default for dynamic values
- Data Entry component now auto-fills dynamic filters based on session field values if the filter is on the same field
- The single validation error form now always appears if there is only one validation error
- Added 'Profile Date' and 'Profile Name' fields to Users which are now set when using Profile Management for tracking Profiles
- Filter and column customization settings can now be set individually per table whether to store in the profile or not
- User must now also have permissions to change Roles in order to set Role Profiles