Thentia Cloud Platform Enhancements
Description | Location |
Add ability to handle connected spaces: Connected spaces are now automatically created on entities based on conditions or action filters in the metadata. The condition will be specified based on the value of a connected space and the filter field will be linked to the connected space id of an entity. Also, the value of a connected space is set upon the create and update actions, and the field value can specify the entity and name (tc_name) attribute to set the connected space. |
Backend |
Staff user - View active internal alert notice(s) on the summary view / reviewer module screen so that I am aware of any notices when I review an application: Staff users are now able to view internal alert notices linked to an individual profile or business profile from the Reviewer module and Summary View page. Also, when there is an active alert on an individual profile or business profile:
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Reviewer Module / Summary View |
Search to support both entity name and labels: The search functionality in fields, form settings (parent records), table property modals (source entity and parent records), multiselect property modals (target entity, source entity, and parent entity (after clicking “+Add Associating Lookup”) and dropdown property modals (source entity and parent entity) has been modified to support searching on entity names in addition to field labels.
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Searches |
Staff user - View active internal notes when I view a profile record that have an active alert: Staff users can now view active internal notes called “alerts” when viewing a profile record that has an active alert. When there is an active alert on an individual profile or business profile the following will occur:
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Workflow – Alert |
Staff user – View active internal notes when I view records related to a profile: Staff users can now view active internal notes when viewing records related to a profile. Alerts can be viewed on the profile page and any entity that is related to the profile or business profile. When there is an active alert on an individual profile or business profile the following will occur:
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Workflow – Alert |
Staff user – Create an internal alert against a profile so that my team members are aware of the notice related to a profile: Staff users can now create internal alerts against an individual or business profile to make team members aware of a notice related to the profile. One or multiple alert records can be created under the connections of an individual profile or business profile record and will be displayed at the top of the individual and business profile pages. Alerts are stored in the new Alert entity (reg_alert). An alert will consist of the following attributes:
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Workflow – Alert |
System administrator - Enable or disable alerts on some related entities that are related to a profile: System admins have the ability to enable or disable alerts for each entity related to profiles by selecting or deselecting the “Enable Alert” checkbox within the metadata of the profile field on the entity. When the checkbox is selected, staff users can see the alerts on the entity record and the alerts are not displayed when the checkbox is not selected. Note: Related entities are limited to 1 connection deep. |
Workflow – Alert |
Validation modal static value should support number: Modal static values entered for numbers in the Form builder components are now being properly validated. For example, the number 3 would now display as 3 instead of “3”.
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Workflow – Form Builder |
Condition modal's static value should support different types such as true and 0: The Form Builder conditions functionality has been modified to support parameters from different data field types (i.e., text field, dropdown, radio buttons, date, etc..).
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Workflow – Form Builder |
System admin - Place an attribute onto a portal page: System admins can now place attributes (fields) within a section on a custom portal page using the Portal Custom Page Builder. The order of an attribute can be changed by dragging and dropping the attribute in the new position.
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Workflow – Portal Custom Page Builder |
All portal components should be set as required by default: When using the Portal Custom Page Builder, all portal components that are placed within a page are now set to “required” by default. An admin user can make the field optional by changing the setting on the Conditions panel.
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Workflow – Portal Custom Page Builder |
System admin – View a list of available fields by attribute name, that I can place on a portal page: When using the Portal Custom Page Builder, system admins can view a list of available fields by attribute name and can place those fields on a portal custom page. Attributes are sorted alphabetically based on field name and can be viewed by attribute name and attribute type. | Workflow – Portal Custom Page Builder |
Thentia Cloud Platform Bug Fixes
Description | Location |
After creating a new dashboard with a name and adding a proper chart and queries, and then saving the dashboard record, clicking on the Visualize Chart button will now display the dashboard and the name of the chart will remain.
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Analytics |
When attaching a file in the workbench, if the filename contains a special character (e.g., #), the file will now open without an internal 500 server error being displayed.
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Multiple Locations |
Whenever API create or update calls fail, the related create or update functionality on workbench entities will now also fail.
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Multiple Locations |
Thentia Cloud Portals Enhancements
Description | Location |
Email templates for Sponsored Application when status is “Awaiting for sponsor approval”: When an applicant submits the sponsor application to a business, the business will now receive an email notifying them that there is an applicant that submitted a sponsor application that is pending their review.
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Application Portal / Business Licensing |
Sponsored Application – Renewal: The sponsored application process now supports sponsored application renewals. When a sponsored application is up for renewal and the business is required to review the sponsored application, the business must review and pay the application fees in order for the sponsored application to be renewed.
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Application Portal / Business Licensing |
Custom Page - Metadata Items - File Upload Field: Previously uploaded files can now be deleted when the “hideDeleteButtonOnOld: true” is set in the metadata of Custom pages. Clicking on the X icon next to an uploaded file will delete the file.
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Backend |
Sponsored Application - Application flow: The sponsored application process flow has been modified to include a new application status called “Pending Payment”, which notifies the business that a payment is due for a sponsored application.
Also, in the Business Licensing portal, on the Sponsored application review page, the business can now withdraw an application. A reason must be provided by the business user for the withdrawal, and a withdrawal email notification will be sent to both the business user and the applicant.
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Business Licensing |
Business Filing – Support late filing fees: In the portal, late fees for a business filing are now supported. When there is a fee item with the “Start Late Fee (days)” set according to business expiry date or fiscal date, then a late fee filing can be processed. The filing period will be extended by the number of days if any are entered in the “Late Fee End (days)”.
Rules for late business filing:
Note: If any of these 2 fields are filled in, this means that there is a late filing fee. |
Business Licensing |
Education Provider Application: Instructors can now become education providers with the school board through the Education Provider Portal. In order to accomplish this, they must submit an education provider application and have it approved by the school board.
The Application Process steps start with the instructions and includes the following:
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Education Provider Portal |
Education Provider Portal - User account workflow: An education provider can now create accounts to grant access to anyone who needs to login to the new Education Provider portal. This feature uses a similar workflow as the Business Licensing portal.
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Education Provider Portal |
Inspection Portal Changes: Several changes were made to the Inspection Portal processes as indicated below:
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Inspector Portal |
Authorization custom page header not translating string resource: In the portal, when the authorization application has a custom page with a string resource as the page title, the page title is now being translated properly.
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Licensee Portal |
Thentia Cloud Portals Bug Fixes
Description | Location |
After submitting an application in the portal from a mobile device, and then clicking the “Download To PDF” button on the Application Review/Print page, the entire contents of the completed application is displayed in the pdf file that is generated. |
Application Portal |
When a licensee is completing an application and clicks on the Previous button on the Attestation page to return to the Declarations page, the Declarations page is loaded successfully.
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Application Portal |
When viewing invoices in the portals, the payment date is now correctly formatted, and the payment items list is displayed. | Application Portal / Business Licensing |
Once an authorization application is approved, an “authorization created” confirmation notification is now displayed in the Bell Notifications section (top right) of the entity in the platform.
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Application Portal / Licensee Portal |
In the portal, searching for a business sponsor on the Sponsor Renewal page now displays the page/details loading indicator (spinner) while the search results are being retrieved.
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Business Licensing |
Multiple-select lookups are now being saved for single-page process records, such as “Name Change Request” or “Sponsored Invitation” when the parent record is not yet saved in the workbench. Note: For scenarios with applications that contain multiple page steps, there is no issue because the parent record (in this case, the application record) would already be saved in the workbench. |
Business Licensing |
On the Continuing Education page in the portal, all table column headings are now aligned, and the columns are sorted in ascending order (A-Z). |
Licensee Portal |
The Epay transaction status is now updated to “completed” in the Payment Transaction record in the workbench once a payment is processed through the portal. |
Licensee Portal |
Licensee application payments that are made using Epay via a payment authorizer in the portal are now completed, and the records are successfully saved in the platform. |
Licensee Portal |
In the portal, custom pages created for the authorization application are no longer displaying an extra page title. |
Licensee Portal |
After completing the mandatory report form in the portal and then hitting the Submit button, the report is now successfully submitted without any error messages triggered for non-mandatory fields.
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Mandatory Report |
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