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This document provides an overview of the new features for Aptify version 6.0 and resolved issues found in the previous version. The content of this document is broken down into the following sections:

Important Notes and Issues

Aptify 6.0 release is focused on the UI/UX upgrades of the Aptify Web application. The release notes below include new features for the Aptify 6.0 release and bug fixes for the earlier versions. Below are the points that need your attention:

  • Aptify 6.0 only supports DB on SQL server 2012 and higher.
  • Aptify 6.0 only supports chrome browser in this initial release.

The highlights of the Aptify 6.0 Release are:

  • Aptify 6.0 has been upgraded the Web Interface with Font Awesome Icons and new design layouts to increase the user-friendliness.
  • New features such as Welcome Component, Pin Board and Navigation Path (Breadcrumbs) were implemented.
  • The overall performance of the application has been enhanced for better user experience.

New UI Implementations

The following are the new UI implementations carried out as part of Aptify 6.0.

 

Aptify Web: Base Font changes (style) at Global Level

Aptify 6.0 has updated the Base Font size to 14px throughout the Web interface as a part of new UI design implementations and to be consistent throughout the Aptify Web. (Issues 1867 and 1883)

Aptify Web: New Design Implementation for Shell Header

Aptify 6.0 has introduced a new design for Shell Header in the Web interface as a part of new UI design implementations. All the icons on the shell headers have been replaced with font awesome icons. The user online/offline status is now indicated with a solid colored circle on the user profile. The Exceptions flag and Pending Changes icon will remain hidden until any items are listed in them for updates. (Issue 1871)

Aptify Web: New Design changes for Row selection in List View

Aptify 6.0 has updated the list-view's row selection in the Web interface with new UI design changes. This will help the web user to clearly identify the selected and non-selected records with a specific color scheme. (Issue 1999) 

Aptify Web: New Design Implementation for MRU in Dashboard

In the Web interface, Aptify 6.0 has introduced a new UI design for the MRU items component in the dashboard as a part of new UI design implementations. The tab will be available on the dashboard with name 'Recently Used Items'. The web user can access all the recently visited items through this component. (Issue 1963)

Aptify Web: New Design Implementation for View Container in Dashboard

In the Web interface, Aptify 6.0 has introduced a new design for the all view containers in the dashboard as a part of new UI design implementations. All the items on the components will be displayed properly in the condensed and expanded mode. The functionality and behavior of the view containers remain same. (Issues 1884, 1960 and 1961)

Aptify Web: Updates to Dashboard Button bar

Aptify 6.0 has updated the Dashboard Button bar in the Web interface as a part of new UI design implementations. The Dashboard buttons will be displayed as Blue hyperlink texts in both vertical and horizontal layout. (Issue 1949) 

Aptify Web: New Design Changes for Pop-ups

In the Web interface, Aptify 6.0 has implemented new design changes on the custom implemented pop-up's such as Copy View, Prompt Wizard, Add to List, Edit Folder, Delete View, Export to Excel, Connect to Shared Folder, Create/Edit Group and Move Button pop-up on Favorite as a part new UI design implementations. (Issue 1854)

Aptify Web: New Design Implementation for Buttons

In the Web interface, Aptify 6.0 has implemented a new design for buttons throughout the Aptify Web as a part of new UI design implementations. These new buttons will improve the user experience by clearly identifying the enabled and disable buttons with respect to color standards. (Issue 1855)

Aptify Web: New Design Changes in the Warning Messages, Confirmation, Error, Success Message

In the Web interface, Aptify 6.0 has introduced new design standards for the warning, error, confirmation and success messages as a part of new UI design implementations. The types of message will be displayed with different color standards to make them more user-friendly and get the attention of the user for appropriate action. (Issue 1856)

Aptify Web: New Design Changes for TextBox, Numeric TextBox Controls

In the Web interface, Aptify 6.0 has introduced new design standards for the controls of TextBox and Numeric TextBox as a part of new UI design implementations. The functionality and behavior of the controls remain same. (Issues 1858 and 1879)

Aptify Web: New Design Changes for Link Box Controls 

In the Web interface, Aptify 6.0 has introduced new design standards for the controls of Linkbox as a part of new UI design implementations. The linkbox has been updated with new linkbox color and icon.  The functionality and behavior of the controls remain same. (Issue 1860)

Aptify Web: New Design Changes for Radio Button, CheckBox Controls 

In the Web interface, Aptify 6.0 has introduced new design standards for the controls of Radio Button and Checkbox as a part of new UI design implementations. The functionality and behavior of the controls remain same. (Issue 1861)

Aptify Web: New Design Changes for Date Picker Controls 

In the Web interface, Aptify 6.0 has updated the date picker as a part of new UI design implementations and to be consistent throughout the Aptify Web application. The functionality and behavior of the controls remain same. (Issue 1878)

Aptify Web: Design Changes when Fields are hovered over or have focus

In the Web interface, Aptify 6.0 has updated the fields design to show the visual difference when the cursor has hovered over the fields and also when clicked inside the field to enter the data. The same design has been implemented for all the fields to keep consistency throughout the Aptify Website. The hover effect is also applied to the text links and hyperlinks across the application and can be seen when the cursor hovers over them. (Issues 2608 and 2019) 

Updates to the Entity Browser Header Section

In the Web interface, Aptify 6.0 has implemented the new design for My View Structure (View Pane) items such as folder structure, List View, Grid View, Header options for each view/folder. The buttons on the header will be visible in blue hypertext link patterns. The additional action buttons can be seen in 'More' drop-down. The style of the 'More' drop-down and 'Sort by' drop-down is represented in Blue text hyperlinks and will respond only with a click on them. With these new options, the user can display the items in the view pane in the list view or grid view as required. The items can be sorted by name and last modified date.  (Issues 1853, 1990 and 2014)

Aptify Web: New Design Implementation for Grid

Aptify 6.0 has updated the design of the grids as a part of new design implementations. The buttons and the 'Actions' drop-down were updated with the font awesome icons. The toolbars also include new 'Pin-to-Board' and 'Add to Favorites' buttons. (Issue 2061) 

 Aptify Web: Provide Better Indication for Required Fields 

Aptify 6.0 has improved the indication of the Required Fields with new color and design as a part of new UI design implementations. On focus input on the field, the field will be represented with blue outline box and when the input in the required field is missed, the field will be represented with red outline box. The functionality and the behavior remain same. (Issue 2015)

Aptify Web: Pagination control should be visible on all pop-ups

Aptify 6.0 has updated the pagination feature to make sure it is properly visible on all the forms and pop-ups such as Chart View (drill down), Add Committee Terms, Bulk Order Wizard, Order cancellation wizard, Universal Search and Load Message Templates. This feature will adjust the location automatically when the pop-ups are resized to make sure it is easily visible to the web user. (Issues 1857, 2010,2296, 2297 and 2298)

Upgrade to Kendo UI Library

To support Aptify 6.0 features and bug fixes, the Kendo UI library and other third-party controls have been updated to the latest version. The Kendo UI Version available in Aptify web is v2017.2.621. (Issue 1841)

 

New Features (Framework and Applications)

The following new framework features have been included in Aptify 6.0:

Framework

The following new features were added to the Framework application as part of Aptify 6.0.

Aptify Web: Framework to support Font Awesome Icons

With the Aptify 6.0 release, the existing icons were replaced with Font Awesome Icons in the Aptify Web Interface.The base framework entities were updated to add 'Icon Html Class' and 'Icon LargeHtml Class' and CSS level updates were included to support the Font Awesome Icons. The buttons on the Views, Records, Forms, Toolbars, Sub-tabs, pop-ups and the icons related to the Dashboards, Applications, Services, and Search were updated as a part of new design implementations.  The icons on the buttons were removed to keep consistency throughout the application. The functionality and behavior of all the icons and buttons remain same. (Issues 1834 and 1835)

 Aptify Web: "Aptify" logo launches the Home dashboard

In the Web interface, Aptify 6.0 has introduced a new feature for the 'Aptify' logo. When the 'Aptify' logo located on the top left corner is clicked, it redirects the user to the Home Dashboard.The left navigation pane will be synchronized with the display of Home Dashboard. If there are any unsaved records, before navigating away, the user will be indicated with an alert to review the changes. (Issue 2024)

Aptify Web: Add Application and Service Selection in Left Panel

Aptify 6.0 has updated the applications and Services configuration process. The ‘Manage Applications’/'Manage Services' gear button will now be available in the Left Pane to add/remove the applications and services respectively. The left pane can be maximized and minimized with the 'Show Folder List' button. A new search box at the top of manage applications/services pop-up has been included to allow the user to search the applications/services with their ID’s or Display Name and add or remove them from the profile. (Issues 461, 1940, 1849 and 1850)

Turn off Spaces and Messenger

With the release of Aptify 6.0, the ‘Spaces’ and ‘Instant Messenger’ features have been turned off in the Web interface. These two features will go through functionality improvement and will be made available in the future versions of Aptify Web. (Issue 2362)

Aptify Web: Add to Favorite button moved to Views Toolbar and Record Toolbar

In the Web interface, Aptify 6.0 has upgraded the Favourites feature with font awesome icons as a part of new UI implements. The Add to Favorites icon is added on the right side of the toolbar and with a single click, the web user can add views and entity records to the Favorites menu. Similarly, the same items can be removed from the Favorites menu by clicking the same icon again. (Issue 2067)

Aptify Web: Implementation of Pin Board  and Title bar

In the Web interface, Aptify 6.0 has implemented a new ‘Pin Board’ feature. This feature helps the user to get quick access to the pinned views, records, services and application dashboard for current logged in session. The Pin Bar can be expanded and minimized with pushpin button. When an item is pinned to the Pin Board, it expands automatically to show the pinned item. (Issues 2610, 1840 and 1847)

Aptify Web: New dynamic Component to display the Welcome message with actions on the dashboard

In the Web interface, Aptify 6.0 has introduced the new dynamic Welcome Component to display the welcome message with the actions to be performed by the logged in user. The name on the heading displays the logged in user's name. An administrator or users with permissions can add more actions as appropriate. The users can select the required items on their personal dashboard. (Issue 2083)

Aptify Web: Add Navigation Path (Breadcrumbs) at the top of the pane

In the Web interface, Aptify 6.0 has introduced the breadcrumbs on the top of the pane. These breadcrumbs or Navigation path will help the web user to navigate to the respective form/dashboard/folder except for the part that denotes the displaying form. (Issues 2285 and 1866)

Aptify Web: Add action buttons to the Person  Record's Search Card

In the Web interface, Aptify 6.0 has introduced new action buttons to the person record's search card. On a searched person record, new action items such as 'Create Contact Log' and 'View Full Record' were added. (Issue 1956)

Aptify Web: Ability to Switch between the Dashboards

In the Web interface, Aptify 6.0 has provided the user with an ability to switch between the dashboards at Home/Applications level. Switch Dashboard button will be hidden if there is no alternate dashboard available. The users will be provided with the list of available Dashboards in current application/Home from where the user can switch to another dashboard. The selected dashboard can be set as default by clicking the 'Set as default' button. (Issues 171 and 2456)

Aptify Web: Ability to edit an existing Dashboard Part

In Aptify 6.0, users will have the ability to update or change a dashboard's part with another component when a user is the owner of the dashboard. The Edit Dashboard button (gear icon) will be hidden if the user does not own the Dashboard. Aptify 6.0 has updated the Dashboard Part controller to swap the Entity List View (ELV) component to a View Container when the user selects the extended view types (Card View, Chart View etc..). If the user selects the list view from other types of views, the Dashboard Part controller keeps the View container to accommodate the list view. (Issues 2222, 2520,2679 and 2695) 

Aptify Web: Terminology updates to Shared Folder

Aptify 6.0 has updated the terminology of the Shared Folders for a clear understanding of the folders names. The "Delete Current Folder" is renamed to "Disconnect Folder"  and the "Connect to a Shared Folder"  is renamed to "Manage Shared Folders". (Issue 2618) 

Eliminate the need to refresh the browser cache for Static Files

Aptify 6.0 has reduced the requirement to clear the browser cache to load the latest file when an update is made to the file within the IIS. The changes had been carried to enable static file caching and re-validating on the subsequent request for changes and updating them only if required. (Issue 2515) 

Reduce the need to reset IIS

Aptify 6.0 has reduced the requirement to reset IIS for improving the performance and reduce the load on the database server. This improvement has been done by adding the new caches and updating the existing caches to the RefreshCache.aspx are mentioned below:

  • Data Services Layer Cache
  • Filter Rules Cache
  • Script Caches
  • Process Flow Info Cache
  • Service Application Views Cache
  • Service Application Process Flows Cache
  • Service Data Objects Cache
  • Search Configuration Cache
  • AP Systems Cache
  • Form Template Metadata (updates)
  • Order Product Cache (updates) (Issue 2526)

CM Tool: Handle entity field values in CM Tool instead of the Framework while unpacking any packed entity

With Aptify 6.0 release, while unpacking an entity with the CM Tool, the entity field values will be handled in the CM tool instead of Framework. During the entity update, the CM Tool compares the entity field values already available in the framework against the entity filed values in the CM Pack. If there are any additional field values available, the CM tool adds them to the entity. (Issue 2485) 

Change the country name from 'Palestinian Territory, Occupied' to "Palestine, State of"

In Aptify 6.0 release, the country name 'Palestinian Territory, Occupied' has been updated to "Palestine, State of". (Issue 2509) 

Aptify with SQL Server 2016 SP1 or Latest

To run Aptify 6.0, at least SQL server 2012 must be installed on the environment. Aptify 6.0 also supports SQL Server 2016 SP1 or latest. The support for SQL Server 2017 is provided with the CLR Security setting disabled. (Issue 1869)  

Aptify Framework: Implementing Logging framework in Aptify Exception Management

Aptify 6.0 has integrated the Aptify.LogHandler which implements Log4net functionality with Aptify Exception Management.This mechanism can log the exception to a text file based on the project mode or type like Errors, debug message/ error, and performance log. To integrate this feature in Aptify, please refer to the detailed Post-Installation instructions provided in Installing Aptify 6.0 Server Software. (Issue 1633)

Aptify Web: Remove "+" sign from 'All', 'My Views'  and 'My Wizards' in Global Search

Aptify 6.0 has removed the '+' sign from the 'All', 'My Views'  and 'My Wizards' options in the Global Search which would not perform any action after clicking it. (Issue 2338)

Aptify Web: Auto Resize Columns by Default on Load

Aptify 6.0 has improved the UI design by implementing the 'Aptify.framework.configuration.UI.maxColumnWidth' attribute in the external js file to make sure that the table columns will resize automatically based on the content to avoid manual adjustment of the columns and also for better user experience. The user can also adjust the columns as per requirement. (Issues 1808 and 2239) 

Workflow Enhancements 

The following new features were added to the Workflow Enhancements as part of Aptify 6.0.  

Aptify Web: New record form should open new Top level record form on top after opening 

Aptify 6.0 has updated the workflow process for opening a new top-level form from a new record and a new relationship record from an existing record. For example, a new company record can be opened from a new person record in a separate tab and user can navigate between them as per the requirement. If the user opens a new company relationship record from a person form, the record will open in a pop-up on the person's form. The user must save and close the pop-up after updating the details. The updated user notification system shows an alert related to the modified records and an option to see them when navigating to different forms. The 'Discard' and 'Cancel' buttons will be available on the alert message to discard the last action or to cancel the intended action while navigating to different forms. (Issues 1981 and 1983)

Setup Program

The following new features were added to the Setup Program as part of Aptify 6.0.  

Update the setup program to detect SQL Server version and evaluate against minimum requirements

Aptify 6.0 setup automatically identifies the installed SQL server and evaluates against the minimum SQL server requirements. If the minimum SQL server requirements are not fulfilled, an error message will be shown to fulfill the minimum requirements. For Aptify 6.0, the minimum required SQL Server version is SQL 2012. (Issue 2393) 

Aptify: Update Aptify Set Up/Installer to automatically update ORO files with AutoUpdateMode and UpdateCheckInterval attribute values

Aptify 6.0 Updates the Aptify Setup/Installer to automatically update the below files with their attributes values into ORO (Issue 1872) :

  • Aptify Shell.exe.config file
    • <add key="Aptify.Framework.Metadata.AutoUpdateMode" value="True" />

    • <add key="Aptify.Framework.Metadata.UpdateCheckInterval" value="0" />

  • Startup.exe.config file
    • <add key="Aptify.Framework.Metadata.AutoUpdateMode" value="True" />

    • <add key="Aptify.Framework.Metadata.UpdateCheckInterval" value="0" />

  • AptifyAsyncProcessor.exe.config file
    • <add key="Aptify.Framework.Metadata.AutoUpdateMode" value="True" />
    • <add key="Aptify.Framework.Metadata.UpdateCheckInterval" value="300" />

Customer and Member Management

The following new features were added to the Customer Management system as part of Aptify 6.0.

Ability to Turn on/off the Creation of Person and Companies Record

In the Web interface, Aptify 6.0 has added the feature to turn on/off the creation of Person and Companies record when the person changes the main company and the details are updated on the person record. The user with administrator privileges can turn on and off the feature by updating the config values as per the requirement. (Issue 1704)

Resolved Issues (Aptify Framework)

The following framework related issues have been resolved in the Aptify 6.0:

Administrator and Developer Resolved Issues

The following issues were resolved in the Administrator and Developer areas as part of Aptify 6.0. 

Creation of SQL user with Administrator privileges through Aptify Web hang the entire system

In Aptify Web, there was an issue where creating a SQL user with administrator privileges results in hanging the application. To resolve this issue, the SOA Entity Batch operation has been modified with the below web.config attribute:

<add key="Aptify.Services.Framework.Utilities.CreateUpdateDeleteRecordUtilities.SkipTransactionForEntities" value="Users"/>

This attribute bypasses the transaction logic for users entities in SOA Entity Batch operation during User creation process. (Issue 2414) 

Missing View in the Aptify Web

In Aptify Web, the view disappears for the owner if the properties of that view were modified by another user with admin privileges as the owner name in the view gets updated with the user who has updated the properties. This issue has been resolved to make sure that the original owner is tied to the view even if the properties were modified. (Issue 2331)

Framework

The following issues were resolved in the Framework application as part of Aptify 6.0.

The Desktop-Searching issue for Fada's on Names

In Aptify Desktop Client, there was an issue where the search results of the person records were not displayed if the person name contains Fada signs. This issue has been resolved and made sure that the search box will show the result of a spelling with or without Fada signs. Example: Oisín could be found using Oisin or Oisín. (Issue 1621)

Aptify Client: Metadata Changes to Align Fields of Form Templates

Aptify 6.0 updates the form templates to align the fields for Persons, Contact Log, Company and Task entities. These changes have been carried by updating the Metadata.dll file to update the same in Aptify Web 6.0. (Issue 1833)

Updates to Framework Entities

In the Web interface, Aptify 6.0 has updated the entity field definitions of the 'EntityHandler.Entity' field and the 'Views.Description' field. The entity field for the EventHandlers has been marked as Default in View in the stock product. The Description field has been updated to nvarchar (max) to accommodate the large text. (Issues 1817 and 2496)

Entity Metadata: Check For Entity Changes When It Shouldn't

In Aptify Web, there was an issue where the check for the Entity Metadata changes request is triggered automatically even when the Auto Update Mode is turned off. This issue has been resolved by updating the Aptify Shell.exe.config and Startup.exe.config files with the below code (Issue 2410):

<add key="Aptify.Framework.Metadata.AutoUpdateMode" value="1"/>
<add key="Aptify.Framework.Metadata.UpdateCheckInterval" value="0"/>
 

Updates to Aptify Security Key to use correct User Credential

In Aptify, there was an issue where the application would work fine for a while and then report that the app pool user does not have access to the security key. This issue has been resolved. (Issue 1870) 

Grouped Options Form Component to generate a unique ID for each instance of the control

Aptify 6.0 has improved the Grouped Options Form Component to generate a unique ID for each instance of the control. The controls and Layout controls that have grouped items such as radio buttons were updated to generate unique names for the radio button groups to avoid overlap in group names when there are multiple instances of the control loaded into the single page application. (Issue 995)  

Entity Field Indexes are Created in the Primary File Group Instead of the File Group for the Field’s Base Table

In Aptify, there was an issue where the entity field indexes were created in the Primary file group instead of the same file group as field's base table. This issue has been resolved to make sure that the entity fields will be created in the File Group that contains the field's base table. (Issue 1886)

Log a useful Error Message when an Invalid View name is passed to the View Service 

Aptfiy Web 6.0 has updated the AptifyViewsUtilities.cs file to show an error message '<view name> view Not Found' when an invalid view name is passed to the view service. (Issue 1826)

The state does not show up in Aptify Web for NON-US Countries

In Aptify Web, there was an issue where the State was displayed blank for NON-US Countries. This issue has been resolved by an update to the 'Aptify.Framework.Addresses.UI.js' file to make sure that the state's information is displayed. (Issue 2579) 

Review and update Web Service endpoints and adjust the cache settings

In Aptify Web, several updated were made to the web service endpoints, and cache settings were adjusted across the application to improve the stability and performance of Aptify Web. (Issue 2548) 

Linkbox Search Fails If Value Starts with Numbers that include a Dash

In Aptify, there was an issue where the linkbox does not show any records if the value starts with numbers that include a dash. This issue has been resolved by modifying the condition to consider number preceding dash(-) as a string and not as a decimal. (Issue 2544)  

Aptify fails to generate payment schedules for Pledges of ID over 32767

In Aptify, there was an issue where the payment schedules were failing to generate pledges with ID over 32767. This issue has been resolved to change the field type and updates in 'PaymentScheduleComponent.vb' file. (Issue 2333) 

Can't Link to Accounting Period on Last Day of the Month with Aptify Web Batch Wizard

In Aptify Web, there was an issue where the user cannot link the Aptify Web Batch to the accounting period on last day of the month. This issue has been resolved to make sure that the Aptify Batch Wizard working as expected and it is validating appropriate accounting period. (Issue 2321) 

Crystal Reports work in only 1 Aptify web out of 2

In Aptify Web, there was an issue where the crystal reports support only one DNS with the name as Aptify which causes crystal reports to fail if multiple websites with different database servers are hosted on a single system. This issue has been resolved to make sure that the crystal reports work as expected. (Issue 2319) 

AptifyWeb: Message Run record not showing details and shows Aptify Messaging Window

In Aptify Web, there was an issue where if any message run record is opened, it shows the contents of the Aptify Messaging window and does not show details on the Message run. This issue has been resolved by carrying out the metadata updates. (Issue 2284) 

Entity Not Found Error Logged After IIS Reset for Aptify Web

In Aptify Web, an error related to 'entity not found' was getting logged after the IIS reset. This issue has been resolved to make sure that no errors will be logged after IIS reset for Aptify Web. (Issue 2271)  

Aptify Web: Stock base field DateUpdated not being refreshed

In Aptify Web, there was an issue where the Dateupdated field was not updated with the correct data time if a user modifies the record for the second time prior to closing the record after creating it. This issue has been resolved to make sure that the DateUpdated filed returning the correct value. (Issue 605) 

Design In Place for Order form template gives an error "Object reference not set to an instance of Object"

In Aptify desktop client, editing the order form template (design in place) gives "Object reference not set to an instance of Object" error while saving. This issue has been resolved by an update to the 'AptifyFormTemplateDesigner.vb' file. (Issue 628)

Aptify Web Silent Error Filling Event Log

In Aptify Web, there was an issue where the event log is getting filled with the 'Application could not be assigned values from AppSettings' silent errors. This issue has been resolved by updates to 'AptifyFrameworkGlobal.dll' and 'AptifyWebGlobal.dll' files. (Issue 1450) 

Conflict Wizard can Cause Duplicate Sub-Types (Including Duplicate Order Lines)

In Aptify, there was an issue where the conflict wizard was creating duplicate records when conflict resolution process works on sub-types records. This issue has been resolved by updating the AptifySubType.Clear() subroutine to eliminate the potential for creation duplicate Aptify Sub-Type records. (Issue 1636) 

Aptify Web: Ability to delete list items in a List Record

In Aptify Web, there was an issue where the user was unable to delete records from a list record manually. This issue has been resolved to make sure that the List Record works as expected. (Issue 1762)  

Aptify Web Export to Excel does not work when ELV View type is View ID

In Aptify, there was an issue where the export to excel function does not work for the views in sub-tabs configured using a View ID. Aptify 6.0 has updated the export to excel feature to make sure it works for the sub-tab views configured using a View ID or SQL statement. This improvement has been done by a code update in 'ExcelUtilities.cs'. (Issue 1930)

Aptify Web: Date issue and links not getting created when using contact log template

In Aptify Web, the savecontactlog template does not populate the date and link contact log to order or person record. This issue has been resolved by modifying the condition in merge subtype function in 'Aptify.Framework.GenericEntity.js' file. (Issue 2141)

Messaging

The following issues were resolved in the messaging areas as part of Aptify 6.0. 

Aptify Bulk Messaging window hides behind wizard when template selected 

In Aptify Web, there was an issue where the focus was shifting to bulk messaging wizard when a message template is selected from the messaging window and user was unable to use message window or the wizard. This issue has been resolved. (Issue 1715) 

Message Preview Fails When Using a Multiple Base View and the Entity Has Field Level Security Enabled

In Aptify Web, there was an issue where the message preview was failing for the views created using multiple base view and when the entity has field level security enabled. This issue has been resolved to make sure that:

  • Aptify Messaging is working as expected for entity base view and additional base view
  • Base view shows the expected fields in the fields tab if field level security is applied to the entity or not (Issue 1830) 

Email Response goes to Sender Email instead to the ReplyTo Email

In Aptify Web, there was an issue where the email response goes to the email Sender instead of ReplyTo Email. This issue has been resolved using 'ReplyToList' instead of 'ReplyTo' to accept multiple email address. (Issue 1831) 

Aptify Web: HTML code not formatting properly in Aptify Email

In Aptify Web, there was an issue where the HTML code was not getting formatted properly in Aptify email. This issue has been resolved to make sure that the HTML code gets formatted properly and the data is displayed correctly. (Issue 2591)

Performance Enhancements

The following issues were resolved in the performance areas as part of Aptify 6.0. 

Setting up Input Properties for Process Flow Steps that are Process Components takes more than 40% of the execution time

In Aptify Web, there was an issue where the process flow using the process components execute slower than process flow using the rules steps. This issue has been resolved by updating the PraseString method in AptifyProcessFlowEngine.dll file. (Issue 2625) 

Exclude links to Virtual Entities for Dependencies

In Aptify, the merging records performance has been improved by excluding the links to virtual entities for dependencies. (Issue 2413) 

Users Receive Out of Memory - Black Boxes - GDI + Errors

In Aptify, there was an issue where empty black forms were displayed to the client users instead of actual forms and also get out of memory errors after using Desktop Client for several hours. This issue has been resolved by disposing of the unused objects once the records are closed. (Issue 2578) 

Campaign List Builder Object Improvements

In Aptify Web, improvements were made to the campaign list builder object for better error handling, unused data cleaning and using temp table efficiently. (Issue 2160)

UI Improvements

The following issues were resolved in the UI areas as part of Aptify 6.0. 

Aptify Web: Text tab of UI part doesn't refresh properly when opened in a standalone tab

In Aptify, there was an issue where the Text tab of UI parts does not refresh properly or becomes a blank page after saving the UI parts. This issue has been resolved by correcting the height logic of Code Script Control for Flow Layout in the 'Aptify.Framework.DataControl.UI.js' file. (Issue 1457) 

Viewing System

The following issues were resolved in the Viewing System as part of Aptify 6.0.

Aptify Web: List view's column name should be in Camelcase

In Aptify, there was an issue where the entity field names displayed on the list view's column heading were not in camel case. This issue has been resolved by updating the grid header text style. (Issue 1946) 

View Layout Stop working when relevancy Tab setting is set to False

In Aptify, there was an issue where the view layout stops working when relevancy tabs are set to False. This issue has been resolved by updating the 'Aptify.Framework.FormTemplates.UI.js' file. (Issue 1839)

Aptify Web: Paging not working correctly

In Aptify Web, there was an issue where the paging feature incorrectly displays the number of rows selected per page. This issue has been resolved by updating the 'Aptify.Framework.Views.UI.EntityListView.js' file to make sure that the correct number of rows selected as per the defined rows per page. (Issue 1415) 

Fix for Subscription Renewal Wizard to work in Aptify Web with MultipleBaseView

In Aptify Web, the Subscription Renewal Wizard was not working with a view created from MultipleBaseView without selecting any record. This issue has been resolved to make sure that the Subscription Renewal Wizard works as expected. (Issue 1554) 

Aptify Web: Delete View Functionality not behaving as expected

In Aptify Web, there was an issue where multiple views were not deleted with the Delete View option from 'More' drop-down. This issue has been resolved by triggering the request synchronously from the Aptify Desktop client. To avoid multiple clicks during the delete operation, wait indicator will be shown. (Issue 2394) 

Scheduled List View Fails on Application Server

In Aptify, there was an issue where the Scheduled List View fails to load on the Application Server. This issue has been resolved by removing the ErrorProvider control from the EntityListView for Scheduled List Views to execute on the Application Server and produce the expected results. (Issue 2127) 

Views created in Aptify Web Are Not Shown under MRU

In Aptify web, there was an issue where the new views created under the services does not reflect on the MRU tab. This issue has been resolved by updating the 'Aptify.Framework.GenericEntity.RecordChanges.js' to make sure that the newly created views will reflect on the MRU. (Issue 2272) 

Error logged in event viewer when performing a Numeric Search

In Aptify, there was an issue where an error has been logged in the event viewer while performing a numeric search and the record will not be returned. This issue has been resolved to make sure that the numeric search will open the expected record without logging any error in the event viewer. (Issue 1815)

Resolved Issues (Core Business Applications)

The following core Aptify Business Application issues have been resolved in the Aptfy 6.0:

Accounting

The following issues were resolved in the Accounting as part of Aptify 6.0.

Aptify Web: Payment refund wizard should work correctly with ACH payment

Aptify 6.0 has improved the overall functionality of the payment refund wizard to make sure it works correctly with the ACH payment. (Issue 1971) 

e-Payment Provider: Verisign/PayPal - Add Optional Logging

Aptify 6.0 has rectified the missing transaction records that appear in Paypal but are not found in Aptify. This issue has been resolved by setting the Attribute, Aptify.Applications.OrderEntry.Payments.ElectronicPaymentVerisign.ElectronicPaymentVerisign.LogAdditionalInfo to 'True' to record the information that is returned from PayPal for Aptify to use and make its determination on the e-Payment operation. (Issue 2603) 

System Trying to Renew Reference Transaction When It Should Not for Person/Company SPM

In Aptify, the SPM was not working for person and company records. This issue has been resolved to make sure that (Issues 1713 and 1714):

  • SPM functionality should work fine for a person and company
  • Save for future should work fine. 

AptifyWeb: Lockbox import wizard loads default lockbox import logic instead of the configured Client version

In Aptify Web, the lockbox import wizard used to load default lockbox import logic instead of the configured client version as the class object was hardcoded. This issue has been resolved to make sure that the class object loads dynamically and the lockbox import wizard loads the required version as per client configuration. (Issue 2585) 

Can't Update Batch name from the Batch wizard

In Aptify Web, there was an issue where the batch name cannot be updated from the Batch wizard. This issue has been resolved by adding 'field name=WizardBatchName' in 'BatchWizard.UI.js' to enable the field for editing. (Issue 2273) 

Order batch wizard does not work with Advanced SQL

In Aptify Web, the order batch wizard was not working with advance SQL views and exception was getting logged. This issue has been resolved to make sure that order batch wizard works as expected. (Issue 830) 

Credit issue when canceling a Pledge

In Aptify, there was an issue where canceled order for pledge was not creating credit memo even if the original order has a payment by credit memo. This issue has been resolved to make sure that the Pledge is working as expected. (Issue 2097)

Customer and Member Management

The following issues were resolved in the Customer and Member Management system as part of Aptify 6.0.

Aptify Web:  Fix for postal code auto-populate window

In Aptify, there was an issue where the Zipcode pop-up appears displaying a list of all zip codes without any inputs provided in the Zipcode field. This issue has been resolved by updating the 'Aptify.Framework.Addresses.UI.js ' file to make sure that the Zip code pop-up appears only when a minimum configured digits input is provided in the Zip code field. By default, a minimum 4 digits are required. (Issue 191) 

Aptify Web: Multiline Field doesn't have Red border when it is a Required field

In Aptify, there was an issue where the Summary field in the new Cases Record is not shown as one of the required fields (highlighted in red) which is incorrect. This issue has been resolved to make sure that the Summary field in the new Cases Record is shown as one of the required fields (highlighted in red). (Issue 845) 

Aptify Web: Fix for Export to Excel with Large Dataset

Aptify Web has improved export to excel functionality to reduce the time taken to export the large dataset into an excel sheet. (Issue 1575) 

Export to Excel Fails for Certain Views Based on a Multiple Base View

In Aptify Web, the export to excel fails for views based on a certain multiple base view. This issue has been resolved by an update to the 'ExcelUtilities.cs' file to make sure that the export to excel functionality works as expected. (Issue 2629)

Aptify Web: Contact Count By Year/Category charts, drill down does not show any records

In Aptify Web, there was an issue where under the Analysis tab of Person's record, the Contact count by Year/Category and the Sales by Year/Quater does not show the correct count of records with respect to the chart representation. This issue has been resolved by updating the 'AptifyViewsUtilities.cs' to implement the secondary grouping that adds a filter if any value is present and shows the correct number of records. (Issue 2483)

Aptify Web: Preferred phone type is not retained in Aptify Web

In Aptify Web, the preferred phone type was not retained on the person record. This issue has been resolved by adding code to update the FormTemplate "Aptify.Persons" UI platform script from a file (personFormTemplateLayout.txt) and added code to updated the Display Culture string to the field PhoneID on Persons Entity. (Issue 2154) 

Mailing Labels Only Populate Business Address

In Aptify Web, the mailing labels automatically populate the business address regardless of their preferred address selected. This issue has been resolved to make sure it shows the correct address on the summary form. (Issue 2156) 

'FieldString' in 'Email control' not supported on Aptify Web when AutoFindEmailFields is set to 0

Aptify 6.0 has made updates to support the 'FieldString' input property for 'Email control' in Aptify Web Interface only when the value for ‘AutoFindEmailFields’ is set to 0. This FieldString stores the fields in the entity that correspond to email fields. When multiple fields are specified, use pipe character (|) as the field delimiter (for example, "Email1|Email2"). (Issue 2163)

Record history is not created if a person is deleted from a committee from Persons entity

The Aptify Web was not tracking the history when the person is removed from a committee from Persons entity. This issue has been resolved by an update to the 'CommitteTermsMemberList.vb' file. (Issue 2266)

Committee Management

The following issues were resolved in the Committee Management system as part of Aptify 6.0. 

Aptify Web: Validation Message is not displayed on Wizards

In Aptify web, there was an issue where the validation message is not shown on the Wizards when the required field's validation is performed This issue has been resolved to make sure that the validation message is shown on the on the Wizards when the required fields do not contain information. (Issue 1742)

Meeting Management

The following issues were resolved in the Meeting Management system as part of Aptify 6.0.

 

Duplicate check not working on meeting entity for Aptify Web

In Aptify Web, the duplicate check plug-in was failing for meeting entity. This issue has been resolved to make sure that duplicate records are identified and shown in a pop-up window. (Issue 1773) 

Meeting conflict checking - cannot bypass in Aptify Web

In Aptify Web, meeting conflict bypassing options were not available after the conflict check is performed. This issue has been resolved to make sure that the bypass option will be made available only when there is a meeting conflict and the user can bypass the conflict meeting as per the requirement. (Issue 1917)

Orders

The following issues were resolved in the Orders system as part of Aptify 6.0.

Cannot edit Order Lines and Order line record not saved for any category product on Aptify Web

In Aptify Web, there was an issue where the error related to adding Recipient company is shown for when a product is added to the order line, and it is opened from the order lines and clicked OK. This issue has been resolved by adding a condition to display the error only when the orderline product is subscription and when the condition has not been met. (Issue 842)

Aptify Web - Order Line Description not getting updated if we edit ship to details on shipped order for a Subscription Product

In Aptify, there was an issue where the Order Lines description is not getting updated when the 'Ship To' information is changed on the Orders form. This issue has been resolved by updating the 'Aptify.Applications.Orders.js' to make sure that the Order Lines description displayed correctly after saving the Orders form. (Issue 2704) 

Standing Order Reference Transaction Expiration Date does not update

In Aptify, there was an issue where the Ref Txn Ex  (Expiration) date does not get updated. The 'StandingOrder.dll' has been updated to make sure that the reference transaction expiration date gets updated when the standing order is fulfilled. (Issue 749)  

 Aptify Web: Clicking on the Shipping hyperlink in the Order Totals section on Orders form freezes web

In Aptify Web, there was an issue where if the user clicks on the Shipping hyperlink in the Order Totals section, the Aptify Web does not respond and the dialog will be blank. This issue has been resolved. (Issue 2218)

Order GE save can fail under load

In Aptify, there was an issue where Order GE may fail to save under load with an error in the filter rule item field cache dictionary. This issue has been resolved by changing cache structure from Dictionary to ConcurrentDictionary to make sure that it is saved without failure. (Issue 2325) 

Aptify Web: Cannot add and save the Order id manually to the cash details record on Aptify Web when the order is not found

In Aptify Web, there was an issue where a user cannot add the order ID manually to the cash details record and save it on the Aptify Web if the order is not found. This issue has been resolved by an update to the 'Aptify.applications.CashControlBatches.UI.js ' file. (Issue 2678) 

Errors logged when a product has no image in Aptify Web Order Process

In Aptify Web, there was an issue where an error was logged when the product has no image in Aptify Web Order Process. This issue has been resolved by an update to the 'ImageProcessor.cs' to make sure that the Order Process works as expected without any error getting logged. (Issue 2586) 

Declined Credit Card can create Multiple Orders in Aptify Web

In Aptify Web, there was an issue where multiple orders were created if the credit card gets declined. This issue has been resolved by clearing the pending changes for Orders and Payment entities if the record gets failed. (Issue 2581)  

Cannot change Quotation status to Cancelled for products with prerequisites

In Aptify Web, the user was unable to cancel the quotation order for a product with prerequisites. This issue has been resolved by skipping the prerequisite validation with code updates to 'OrdersEntity.vb' file. (Issue 2320)  

Aptify Web: Cannot add a kit product when the sub product does not have top-level checked

In Aptify Web, the user was unable to add a kit product to the order lines when the sub product does not have top-level checked. This issue has been resolved to make sure that Group Product and the Kit product is added correctly on the order line with correct price and quantity. (Issue 642) 

$0 orders all use one specific Purchase Order payment type

In Aptify Web, there was an issue where all $0 orders use one specific purchase order payment type. This issue has been resolved by updating OrderEntry logic to identify an applicable payment type for $0 orders. (Issue 1838)

Products

The following issues were resolved in the Products system as part of Aptify 6.0.

Aptify: Correct PriceName is not displayed in the backend

In Aptify Web, there was an issue where the product price on the back-end is reflected incorrectly after the price name is getting updated as per the prices saved for the product. This issue has been resolved by updating the Aptify.Applications.Orders.js and Aptify.Applications.Orders.UI.js files to make sure that the price name and price updating or inserting is carried out successfully. (Issue 1668)

Aptify Web: Price is not getting updated correctly in the specific scenario of clicking on Cross Sign on the Order-Line pop-Up

 

In Aptify, there was an issue where the order line price was getting updated incorrectly when the user overrides the price from the Order Details form but, later discards the price override by clicking on the "Cancel" button or "X" on the form. This issue has been resolved to make sure that the original price will be maintained if the user discards the changes by clicking on the "Cancel" button or "X" on the form. (Issue 2392)

Subscriptions and Membership

The following issues were resolved in the Subscriptions and Membership system as part of Aptify 6.0. 

Subscription Start Date set Incorrectly when manually updated it from Order Line details record

In Aptify, there was an issue where the subscription start date is set incorrectly when manually updated it from the Order Line details. This issue has been resolved by an update to the 'ProductPriceController.cs' file to make sure that the correct subscription start date is shown even when it is manually updated. (Issue 1934)

Resolved Issues (Add-On Applications)

The following new features for Aptify add-on applications have been included in Aptify 6.0:

Allow Aptify web users to Log-in using their existing Domain user credentials on NextGenCloud

In the Web interface, Aptify 6.0 has provided support to login into Aptify system on the NextGen Cloud environment with the existing organization’s domain credentials. A new Authentication Provider entity plug-in was introduced to support ADFS method login. (Issues 1950 and 1221)

Non-Generated Database Object Table Changes

Below is a list of non-generated Database Objects that have been modified due to changes made with the release of Aptify 6.0. If your organization has modified objects from any of the database objects below while retaining the name of the original database object, additional modification will be necessary to integrate any changes made with upgrading to Aptify 6.0.

 

Note to Developers

If your organization has directly altered any of the objects below, those alterations will be overwritten when the core object is replaced during the upgrade process. If a modification to the functionality of a core database object is required, a copy of the core object should be created with a unique name. The modified functionality may then be implemented in the copied object. Again, the existing object itself should not be modified; developers should create a copy of the object using a different name if a different functionality is required.



Database Object Name

 spGetSamlAuthenticationResults

spGetUserLoginInfoForADFSAuthenticationProvider

spGetAllPossibleStatusForTaskTypes

spGetUserLinkedEntityRecord

spGetTaskListByEmployeeForType

spGetTaskCountsByEmployee

spGetTasksDescription

spGetSubTaskForParentTaskID

spGetTaskNotificationCount

spGetCompletedTaskForType

fnGetUsersPersonID

spGetServiceApplicationInfoForPartVersions

spGetPaymentTypeCreditCardTypes

spOrderHasProductThatRequiresInventory

UpdateDashBoardInfo

 spGetAllUserDashboard

spGetPersonSubcriptionsBySubscriberForELV