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Q32017ReleaseNotes

October5,2017

ThisdocumentisintendedonlyfortheuseofClientpersonnelunderthetermsoftheNDAonfile.Itmaynotbedistributedoutsidetheclientorganizationwithoutpreviousauthorizationfrome-Builder.Copyright©2017,e-Builder,Inc.

TableofContentsAbouttheQ32017Release..........................................................................................................................3

YourOpinionMatters...............................................................................................................................3

What’sincludedinthisDocument...........................................................................................................4

ReleaseNoteChangeLog.........................................................................................................................4

SummaryofFeaturesandImpacttoUsers..............................................................................................4

ProductEnhancements................................................................................................................................5

DynamicGridEnhancements...................................................................................................................5

DynamicGridEnhancementSetup.......................................................................................................5

DynamicGridDataExport....................................................................................................................7

ImportUpdatestoDynamicGrids........................................................................................................7

SortingDynamicGridsbyColumnValues............................................................................................8

InsertNewRowinaDynamicGrid.......................................................................................................8

Re-orderRowsUsingDrag&Drop.......................................................................................................9

DocumentContentSearchEnhancements............................................................................................10

ResolvedCases...........................................................................................................................................11

Cost........................................................................................................................................................11

Documents.............................................................................................................................................11

Processes................................................................................................................................................12

Reports...................................................................................................................................................13

Schedule.................................................................................................................................................15

UserSetup..............................................................................................................................................15

©Copyright2017,e-Builder,Inc. Page3of16 Q32017ReleaseNotes

AbouttheQ32017Releasee-Builderquarterlyreleasesincludeimprovementstoatargetedareaoftheproductandusabilityenhancementsthatincreasetheease-of-useofcurrentfeaturesandfunctionsacrosstheentireproduct.Thelatterisaculminationofuserfeedbackandrequests.Inadditiontoenhancements,alistofresolvedcasesforthemonthisalsoenclosed.

YourOpinionMattersWerelyonyourfeedbacktobetterserveyou.Ifyouhaveideasaboutimprovingourproductorservice,pleasedon’thesitatetoletusknow.Belowarefourwaystoreachus.

• Like/Dislike –Locatedinthebannerofe-BuilderEnterprise™arelikeanddislikebuttons.Clickthesetoexpressyouropinionofaparticularpage.Thisfeedbackisusedtohelpprioritizeupcomingproductenhancements.

• e-BuilderProductIdeas–TheProductIdeasportalgivesyouaplatformtoshareyourthoughtsonhowtomakee-Builderbetter.Youcanreadandvoteontheideasoffellowe-Builderusersorpostyourown.Numberofvotesaretakenintoaccountwhenforminge-Builder’sroadmap.ToaccesstheProductIdeasportal,clickthearrownexttoyourusernamewithinthebannerofe-BuilderEnterprise,andthenclickProductIdeas.

• Support–OurSupportstaffisalwaysavailabletomeetyourneeds.Tospeaktoalivecustomerservicerepresentative,calluswithintheU.S.at888-288-5717andoutsideoftheU.S.at800-580-9322,[email protected].

• AnnualTechnologyandUserConference–Theannuale-BuilderTechnologyandUserConferenceoffersauniqueandup-closeopportunitytogaininsightintoe-Builderproductdirection,learnbestpracticesfromindustryprofessionalsandpeers,andtoexchangeinformationandideaswithmembersofthee-Buildercommunity.


What’sincludedinthisDocument• Adescriptionofeachproductenhancement• Listofresolvedcases

Note:Thereleaseisscheduledtobecompletedbetweenthehoursof10pmEDTandmidnightwhichwillnotimpactsystemavailability.

ReleaseNoteChangeLogThereleasenotechangelogincludesallchangesmadetothisversionoftheReleaseNotesdocument.

Date VersionNumber DescriptionOctober5,2017 1.0 InitialreleaseNovember16,2017 1.1 DynamicGridEnhancementContent

SummaryofFeaturesandImpacttoUsers

Feature ImmediatelyAvailableNosetuprequired

SetupRequired

DynamicGridEnhancements

DocumentContentSearchEnhancements

Thereissetuprequiredtoaccesstheseenhancements.Ifyouareinterestedinactivatingthisnewfunctionality,pleasecontactaccountmanagement.


ProductEnhancements

DynamicGridEnhancements

Severalenhancementshavebeenaddedtodynamicgridsinthelatestrelease.Thesenewenhancementsaredesignedtomakeiteasiertouseandmanagedataindynamicgridswhenworkingwithmultipleusersorlargesetsofcomplexdatainacollaborativeprocess.

DynamicGridEnhancementSetupThenewdynamicgridenhancementsaresetuptobeenabledandcontrolledbyadministratorsusingtheexistingdynamicgridpropertieswhenconfiguringdynamicgridsonprocesspagelayouts.Thisenablesfinegraincontrolovertheavailabilityofthenewfeaturesdowntospecificpagelayoutsallowingyoutomakefeaturesavailableornotindifferentstagesofyourprocessworkflow.

YoucanaccessandconfigurethenewdynamicgridenhancementsthroughManageProcessintheaccountsetupsectionbynavigatingtoSetup>>Processes>>ManageProcesses.Onceontheprocessdetailpage,accessthePageLayouttabandpickthespecificLayoutName.

1. FromtheViewLayoutPage,clicktheeditbutton.2. Selectthedynamicgridandright-clicktobringuptheEditFieldPropertiesmenu.3. ClickontheEditFieldPropertiesmenu.TheEditSectionFieldspopwindowwillappear.As

shownbelow.


Ifyouarefamiliarwiththiswindow,youwillnoticethatthereare5newoptionswhichallowyoutocontroltheuseofthenewdynamicgridenhancements.Thenewoptionsarelistedhereforreference.Additionaldetailsonthecapabilitiesofthesefeaturescanbefoundbelowinthedocument.

• AllowDatatobeExported• AllowDatatobeOverwritten• EnableColumnSorting• EnableRowInsertAt• EnableRowDrag&Drop


Simplyselecttheoptionsusingthecheckboxtoenableordisablethenewfeaturesonthespecificpagelayoutthatyouareediting.

DynamicGridDataExportYoucannowallowuserstodownloadthedatathatiscurrentlyinadynamicgrid.Thisprovidesadditionalflexibilityforuserstoedit,updateoraddrowdataofflineusingspreadsheettoolslikeMicrosoftExcel.YoucanthenusethiswiththenewImport/Updatecapabilitydetailedbelowtoupdateinformationinthegridfromthespreadsheet.Youcanenablethisfeaturebycheckingthe“AllowDatatobeExported”checkbox.

Whenthiscapabilityisenabled,userswillseeanoptiontodownloadVisibleLineItemswhentheyclickontheDownloadbuttonasshowhere:

Thedownloadvisiblelineitemscapabilityisintelligentandworksinconjunctionwiththefiltercapabilitiesinthedynamicgrid.Bydefault,ifnofiltersareset,thiswilldownloadallrowsofdatainthedynamicgrid.Iftheuseriscurrentlyusingafilteronthedynamicgrid,thedownloadvisiblelinescapabilitywillonlydownloadtherowsthatarecurrentlyvisibletotheuser.Thisprovidesflexibilitytoworkwiththespecificdatadesired.

ImportUpdatestoDynamicGridsDynamicgridscannowsupportimportingupdatesandchangestoexistingrowsofdatainthegrid.Alongwiththenewexportcapability,thisprovidesaflexibleandeasywaytoupdateandeditdataofflineinExcelandthenimportthechangesintothedynamicgrid.Ifnewrowsofdataareaddedinthespreadsheet,theywillbeaddedasnewrowsduringtheimportprocess.Existingrowsthatareupdatedofflineinthespreadsheetwillbeupdatedwiththenewvalueswhenimported.


Toutilizethisfeature,youwillneedtocheckthe“AllowDatatobeOverwritten”checkboxinthedynamicgridpropertiesonthepagelayout.

SortingDynamicGridsbyColumnValuesDynamicgridsnowsupporttheabilitytoallowsortingbasedonaselectedcolumnvalue.Likeothergridsine-Builder,ifsortingisenabledonthegridinthepagelayout,userscanclickonthecolumnheadertosortthegridbasedonthecolumnvalueineitherascendingordescendingorder.Thiscapabilityneedstobeenabledonthepagelayoutbycheckingthe“EnableColumnSorting”checkboxonthedynamicgridproperties.

Note:columnsthatcontainmultipledatavaluesdonotsupportsorting.

Exampleofgridsortedbythe#column,indescendingorder.

InsertNewRowinaDynamicGridYounowcaninsertanewrowintoanexistingdynamicgridtocontroltheorderinwhichtheitemisdisplayed.Previously,theonlyoptionavailablewastoaddanewrow,whichwasautomaticallyaddedatthebottomofthegrid.UsersnowcaninsertanewrowaboveanexistingrowinthedynamicgridbyclickingonthedownarrowintheAddbutton.Clickingthedownarrowwillprovideapopupwindowallowingtheusertoenterarownumberthatthenewrowshouldbeinsertedaboveasshownbelow.

Thiscapabilitycanbeenabledbycheckingthe“EnableInsertRowAt”checkboxinthedynamicgridpropertiesonapagelayout.


Clickingthearrowallowsyoutoinsertanewrowaboveanexistingrow.

Re-orderRowsUsingDrag&DropDynamicgridscannowsupportre-orderingofthedisplayofrowsusingdraganddrop.Thisprovidesasimpleandintuitivewaytochangethedisplayorderoftherowsinthedynamicgrid.Userscanclickanddragthefirstcolumncellonarowandmoveitupordowninthegrid.Whenthemousebuttonisrelease,therowspositionwillbechangedinthegriddisplay.

Thiscapabilitycanbeenabledbycheckingthe“EnableRowDrag&Drop”checkboxinthedynamicgridpropertiesonthepagelayout.

Note:changingthedisplayorderofrowswillnotchangeorupdatedthe#columnoftherow.Therow#valueispreservedfortrackingandhistorypurposes.Onlythedisplayorderoftherowsisupdated.


Exampleofre-orderingrow#8usingdraganddrop.

DocumentContentSearchEnhancementsAnewdocumentparsingandindexingtechnologyisbeingdeployedine-Builderthatwillsignificantlyimproveandenhancesearchresultswhensearchingforcontentinsidedocumentsthatarestoredine-Builder.Therearenochangestothewaythatyoucurrentlysearchforcontentindocuments.Youwillseethesamesearchboxandthecapabilitiestotargetsearchestospecificprojectsandcomponentsaswellasdefinespecificdocumentcustomfieldvalueswillbethesame.

ThemaindifferencethatyouwillnoticeisthatthesearchresultsforcontentinDocuments,shouldgreatlyimprove.Withthenewenhancementsyoucanexpectthefollowingbenefits:

• Improvedindexingoftextcontentinstandarddocuments• IndexingoftextinimageandPDFdocumentsusingOCR(OpticalCharacterRecognition)• Moreeffectivecontentsearchresults• Betterrankinganddisplayofrelevantresults• Dramaticallyshortertimesfornewlyuploadeddocumentstoshowupinsearchresults


ResolvedCasesThefollowingisalistofresolvedcasesforthemonthofSeptember.Ifyouhaveanyquestionsregardingthismaintenancerelease,pleasecontacte-BuilderSupportat888-288-5717orviaemailatsupport@e-builder.net.

CostCaseNumber:00221419COMMITMENTTOTALSEXCEEDTOTALFUNDING

Importingaprojectwasnotsavingthepreferenceforfundingatprojectlevel.Theaccountsettingsfor"DoNotAllowCommittedAmountstoExceedFundingSourceAmount"and"DoNotAllowActualCoststoExceedFundingSourceAmounts"shouldbeaddedtotheprojectwhenitsimported,withthevalueenableordisableaccordingtheaccountselectionbecausetheaccountsettingwillbeusedasdefaultfornewprojects.

DocumentsCaseNumber:00231531 BLUEBEAMBUTTONSHOWINGWHENATTRIBUTEITNOTENABLED

Module NumberofResolvedCases

Cost 1Documents 1Processes 7Reports 2Cost 3Documents 2Processes 6Reports 11Schedule 3UserSetup 1


Bluebeambuttonappearsonstartprocessinstancepageonaccountsthatdon'thavetheattributeturnedon.Now,thebuttondoesnotappearifattributeisnotturnedon.

ProcessesCaseNumber:00201955 CANNOTMODIFYORDUPLICATESTARTLAYOUTONPROCESS

Theissuewasthatthecomputelogic'MaxDisplayOrder'forsectionwasincorrectonthe'EditLayout'page.‘MaxDisplayOrder'fieldwascomputedbeforecompute'DisplayOrder'forsectionfields.Nowthecomputelogic'MaxDisplayOrder'wasfixedforthissection.'MaxDisplayOrder'fieldwillbecomputedaftercompute'DisplayOrder'forsectionfields.

CaseNumber:00211129 FORMATTINGISSUESINCOMMENTSWHENPRINTINGCURRENTVIEW

Previously,thetablecolumnhasdefaultstyleswithincorrectwidth.Thedefaultstyleswereclearedfortablecolumn.ThesystemwasthrowinganerrorwhenwascheckingforerrorsintheworkflowbecauseitwasduplicatingIDsduringvalidation.Now,theerrorcheckfunctionsasexpected.

CaseNumber:00211156 DYNAMICGRID"GROUPBY"FEATUREDOESNOTWORKPROPERLY

Previously,incorrectworksorderingin'dataview'bydefault.Nowthe'slick.dropdowngrouper'pluginwasfixedaswellassetuporderingbyascendingforgroupingindynamicgrid.

CaseNumber:00217163 BUDGETCONTROL:"CONTROLLEDBYLINEITEM"ISNOTHONORED

Negativebudgetchangescouldviolatecostcontrol.Thesystemwouldaccountonlyforgeneralinvoices,notcommitmentinvoices.Nowthesystemwillaccountforallmoneycommittedtothebudgetlineitemwhenmakingthevalidationfornegativebudgetchanges.

CaseNumber:00224147 AUTOMATIONSTEPISSUEONTHEINVOICEPROCESS

Previously,wedisplayed3"MasterInvoiceonly"mailmergefields(notedinthesefielddescriptions)however,eventhoughtheycouldbeaddedtothemailmerge,theywerecausing


issueswithregularcommitmentinvoicemailmerges.We'veupdatedthemailmergehandlingtoignorethesefieldsonmergesthatarenotassociatedtomasterinvoices.

CaseNumber:00226697 PCOPROCESSWILLNOTTAKEACTION,BEDELETED,OROVERRIDDEN

Previouslythesystemallowedtocreateanewcommitmentchangeitemnumberthatalreadyexistsinthecommitmentitemsifthenewitemhasadditionalspacesattheendorbeginningofthestringcausingavalidationerrorduetoduplicateitemnumbersinaninstancestepthatisreadonlyandtheusercannotmodifytheitems.Nowthesystemworksproperly.

CaseNumber:00228428 TAKINGACTIONONPROCESSRETURNSERRORSCREEN

IftheDynamicLineItemsarenotincludedinthelayoutforacostprocess,anullreferenceexceptionisthrownwhenvalidatingtheCommitment.NowfirstcheckiftheDynamicLineItemsareincludedinthepagebeforevalidatingtheCommitment.

ReportsCaseNumber:00202401 REPORTFILTERSNOTWORKING

Thefilterwasnotworkingwhenmultiplevaluesselected,thecodewasfixedfollowingthesameapproachusedwhenonlyonevalueisselected.

CaseNumber:00202691 LASTLOGONVALUEINSETUPORUSERLASTLOGONVALUEINUSERDETAILSREPORTINCORRECT

Previouslythe'UserLastLogon'columncontainsincorrecttablenameforreportbuilding.Tofixthisthetablenamefor'UserLastLogon'columnwasupdatedtothecorrecttablename.

CaseNumber:00203606 CHANGEAMOUNTFIELDNOTAVAILABLEWHENADDINGCOMMITMENTCHANGEITEM

PreviouslytherewasIncorrectworkofliveupdatefortheamountfield.Thishasbeencorrected.


CaseNumber:00204556 BIREPORTSCANNOTDISTINGUISHBETWEENAFORMFIELDNAMED"STATUS"ANDTHEBUILTINSTATUSOFTHEFORM

BIReportsdidnotdistinguishbetweensamenamedfields(Formfieldsandbuiltin).NowtheywillshowtheFormfieldwithaparenthesisandacounter,forthoserepeatedfieldnames.

CaseNumber:00206243VALUEISONLYSHOWINGFORTHEFIRSTMONTH

Previously,ifaMatrixReportwasmadeinBIusingthePlanningCashflowData,somereportswouldnotbegeneratedasexpected,withvaluesdisplayingas0whenthereshouldhavebeenvalues.Thishasbeencorrectedandyoushouldnowseevaluesasexpected.

CaseNumber:00206959SCHEDULESANDTASKSREPORTREPLACESTEXTWITHNUMERICIDENTIFIERSFOR"CONSTRAINTTYPEWHENEXPORTED

Exportedreportsnowwillshowconstrainttypetextinsteadofnumbers.Constraint"Assoonaspossible"willbeleftasblank,becauseisthedefaultaction.

CaseNumber:00214154BISCHEDULEREPORT-CANNOTSORTBYSEQUENCENUMBER

Previously,we'vefoundthattheMasterActivityentitywithintheSchedulegroupingofBIReportswasincorrectlyassociatingdatatotheSchedule/Tasksdata.We'vecorrectedthistoensurethatthetaskdatamatchesuptotheassociatedMasterActivityasexpected.

CaseNumber:00221437MASTERINVOICEITEMGROUPEDBYPROJECT

Previously,thelogicforgroupingby'ProjectName'columntryinggetvaluefromincorrectcolumnfromdatabase.Theissuewasfixedandthecolumnnameforgroupingisnowby'ProjectName'.

CaseNumber:00224090SUBSCRIBEDFORMREPORTWITHINCONSISTENTDATA

PreviouslyareportofsubmittalitemsandFormFieldsweredisplayingincorrectdataofDatetypebecauseitwashandledasDateTime,nowthesystemworkproperly.


CaseNumber:00225771REPORTONEDAYAHEADONEXPORT

The"ApprovedByDate"columnneedstobetreatedasaDate,becausewhenyoucreateaReport,thiscallsthefunctionFromGMTanddependingoftheTimeZone,thereportshowsoneDaybehindwhatitreallyis.Changesweremadetothefollowingpartsofthereportcreation:-Columntype-Criteriaand-GroupingWherethedatetypewaschangedfrom"DateTime"to"Date"forthefiled"ApprovedByDate".

ScheduleCaseNumber:00206244 UNABLETOUPDATESCHEDULEDETAILSOPTION"USEEXTERNALSCHEDULER"AFTERAPPLYINGTEMPLATE

ImportingtasksfromExcelsheetwascausingthesystemtoprevent"UseExternalScheduler"updateto"No".Tasksmaynothaveduplicatedlinkstoothertasks.Nowthesystempreventsthisbehaviorwhenimportingtasks.

CaseNumber:00207042 UNDOCUMENTEDCONSTRAINTTYPEIMPORTVALUESAREINCONSISTENTWITHDATAFIELDVALUES

Importingtaskswillnowsupportspacedandnon-spacedtextonconstrainttypesforactivities.Supportedexamples:AsSoonasPossible"="assoonaspossible"(bothsupported);"FinishOn"="finishon"(bothsupported);"StartNoLaterThan"="startnolaterthan"(bothsupported).Refertoe-BuilderUserGuide(Help),tofindallpossiblevalues.

CaseNumber:00215930 LOOKUPTABLEFORSCHEDULECONSTRAINTTYPEVALUES

BIReportsnowwillshowConstraintTypeastext

UserSetupCaseNumber:00206244 REPLACINGANADMINWITHANOTHERUSER


PreviouslythesystemallowedtodeletethecurrentprojectadministratoruserfromtheusermembersoruseradminmembersthroughManagegroupsinProjectParticipantswithouthavingtochangetheuser.Nowausercannotberemovediftheyaretheprojectadmin.