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titleAutomatic resource notification on task changes (4266)

It is now possible to send automatic notifications to resources if changes are applied to tasks they are assigned to:

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These notifications can be enabled from Administrator > Web administrator > Application configuration > Emails:

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Info

For a more detailed explanation, please check the Automatic notification of changes to a task section of the System notifications help desk article.

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Projects improvements

The “Projects” functionality has undergone multiple changes to improve usability:

From: Sales > Project dashboard

image-20240429-144227.pngImage Removed

Multiple new columns have been added to the Project dashboard page:

Total duration

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titleProject dashboard page- Columns added (4172)
titleAdded public grids (3779)

It is now possible to create public grids that can be shared with all users in the system.

Required role: Can create public grid layouts

In the Grid layout pop-up page, users with the required role can add their grid as a public grid by turning the “Add as a public grid layout” toggle on.

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In the Grid layout pop-up page, can also click the “Select a public grid layout” button to choose from available public grids.

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Projects improvements

The “Projects” functionality has undergone multiple changes to improve usability:

Project dashboard page- Columns added (4172)

From: Sales > Project dashboard

image-20240429-144227.pngImage Added

Multiple new columns have been added to the Project dashboard page:

Total duration

Project lead

Source languages

Target languages

Product types

Producs

Content types

Genres

Project internal supply date

Project supply date

Progress

Quote number

Sales person

Billing customer

Production types

Info

The data within the new columns will also reflect the content of the orders within the project. For example, if a project has orders with both English and French as source languages, both will be registed as source languages in the project.

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  • “Billing messages” in the resource reports reworded to: Resource report messages (3923)

  • The Display the “Mail file” column in Order files and Centralized file downloads role was reworded to: Can send files and file download links (3728)

  • File lifecycle policy - multiple fields reworded to improve usability (3801)

  • The Can put resource report on hold role was reworded to: Can change the “Billing hold” status in the Resource report page (3927)

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Bug fixes

  • The search field from the top ribbon will now display correctly aligned (3039)

  • Fixed an issue that prevent the watch folder page to be accessed correctly from the Sales menu (3882)

  • The Outgoing Orders & Steps and Outgoing Tasks tabs in the Supervisor dashboard will now save grids correctly (3867)

  • When a step is deleted Sales menu - Watch folder page doesn’t open when clicking on that option of the menu - Fixed (3882)

  • Order tasks - When deleting a step after deleting all its tasks/products, the target language column will now update correctly is not updated in the Orders page - Fixed (3877)

  • The “For billing” tab within a resource report will now show the correct value in the in Resource report - “Revenue per product”, “Cost per product” and “%Profit/Loss per product” columns columns not showing values per product - Fixed (3581)

  • Fixed an issue that caused the file description to not be retrieved when using the email upload link Email upload link - File description not retrieved if file type is not set - Fixed (3825)

  • The “Submitted On” field in the Resource reports no longer checks for the resource report reference number (3568)

  • Sales dashboard - the grid will now update correctly when closing the order info page (3807)

  • Adding a link to a task will now correctly prompt the “Do you want to complete the task?” popup (3524)

  • Notes - fixed issue that caused the relevant roles to not work correctly (3447)

  • Bulk actions - fixed an issue that prevented multiple steps to be selected on surcharge removal (3924)

  • When using “Null/Not null” filters, other filters are now correctly applied - The “Submitted On” field is not editable when the resource report reference number is not available - Fixed (3568)

  • Order info - Making changes in Order info are not shown in the Order tab grid - Fixed (3807)

  • Notes - Relevant roles are now working correctly (3447)

  • Sales dashboard - If “Null/Not null” filters are selected in date fields, any filtering applied after is ignored - Fixed (3611)

  • Series status report page - “Show inactive” button is now working correctly (3941)

  • Improved the loading of the Profit and loss reports page (3995)

  • “Production team” field no longer populated automatically when using certain bulk actions (4016)

  • Fixed an issue that caused the watch folder to not attach folders correctly (4101)

  • Fixed issue with “price per unit” column in resource report (4109)

  • Fixed issue with order messages when sending “Available task” email (4024)

  • Fixed an issue that caused page to move not working - Fixed (3941)

  • Watch folder - When attaching folders to multiple orders, the folder will only be attached to one of the orders - Fixed (4101)

  • Resource reports - “Price per unit” column always displays value “Without script” - Fixed (4109)

  • “Available task” email includes all order messages - Fixed (4024)

  • Workflow templates - Page moves back to the start when editing specific columns in a workflow template (4046)Resource report generator - grid only showing resources with "resource report" approval manner (3957- Fixed(4046)

  • Bulk actions - step insertion no longer filtering Step insertion always filters for "not completed" tasks - Fixed (4125)

  • Fixed an issue that would hide the icon in “Order excel” in the Tasks page (3676)

  • Fixed an issued that would export the “Custom field” items as a code instead of the description (4104)

  • Fixed an issue that wouldn’t show unit reporting data in the Unit reporting report (4173)

  • Fixed an issue that caused products changed to “Not for billing” to not update correctly in the Billing statement generator (4060)

  • Fixed an issue that caused languages to not be listed correctly on distribution emails (4145)

  • Sales dashboard - “Custom field” column is now exported with its respective description and not as a code (4104)

  • Unit reporting report not showing any data - Fixed (4173)

  • Customer billing statement generator - If products are changed to “Not for billing” from the Products page, they are not removed from the customer billing statement generator they were included in - Fixed (4060)

  • Automated file distribution - Target language not displayed in the body of the email - Fixed (4145)

  • Workload control - Improved the performance of “Scheduler view” and “Grid view” in the Workload control page (4257)

  • Fixed an issue that caused file extensions to not be saved correctly Watch folders - Files uploaded to an order via Watch folder don’t save file extensions - Fixed (4464)

  • Fixed an issue with the export in the Task completed list page - “Export to excel” button not working - Fixed (4329)

  • Fixed an issue that caused files to be exported from the Toolkit to Order files - Toolkit exports file types without the file’s extension - Fixed (4304)

  • Fixed TK Toolkit file export that failed to write a file name with characters outside the standard Latin set (3401)

  • Fixed an issue that caused data to not be consistent between different tabs of the Profit and loss reports (4492)

  • Fixed an issue that caused Order Duration in “Profit and Lost report>customer tab” to multiply the duration based on the amount of order pricing lines. outside the standard Latin set - Fixed (3401)

  • Profit and loss reports and Operating profit reports - Data is now consistent between both pages (4492)

  • Profit and loss report - Discrepancies in order duration in “Customer tab” and “Orders tab”- Fixed (4666)

  • File additional description wasn't displayed after upload . Fixed (4660).Fixed the display of engines costs in the Task info page - Fixed (4660).

  • Engine rates - “Total amount due” not being updated when completing a task - Fixed (4484)

  • Realtime order’s recreate orders - “Recreate” option now working correctly (4807)

  • Fixed an issue in which users Users without the Basic user role would get an error message while logging in - Fixed (4768)

  • Files in S3 were not deleted despite being marked as deleted in TM . - Fixed . (4520)

  • Fixed an issue where a basic Basic resource with the Can reassign tasks (My tasks/Pool tasks pages) role would receive an receives error message when trying to reassign tasks - Fixed (4694)

  • File uploads with OOONA agent triggered an error message . - Fixed (4868).QA Dashboard did not display data and graphs. Fixed (4864).

  • Correction orders' Toolkit projects - import Import was not allowed . - Fixed (4826).

  • Tasks assigned to an engine didn't trigger the next task in the flow when also assigned to an engine . - Fixed . (4669)

API related development and bug fixes

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