Release Notes - Dovetail 18.2. HR app, Portal app

Enhancements and Fixes for the HR (Agent) app, and the ESP (Employee Service Portal) app.

Deploy to Test tenants

Deploy to Production tenants

2020-02-15

2020-02-29

HR App (Agent)

Issue

Type

Application

Interface Change?

Issue #

User's preferred localization/culture has been moved to a new Preferences page.

Enhancement

Agent

Yes

6403

On the Preferences page, users can choose their preferred timestamp format for the timeline on Cases and Solutions. Options: Time Ago (e.g. 2 hours ago), Short Date and Time (e.g. 1/7/2020 2:15 PM), Long Date and Time (e.g. Tuesday, January 7, 2020 2:15 PM)

Enhancement

Agent

Yes

6403

Queues now have an attribute which defines whether it's a queue for Cases or Solutions. A queue can now only contain either cases or solutions, but not both

Enhancement

Agent

Yes

6641

Add ability to query employees by username

Enhancement

Agent

Yes

6764

Improve performance of loading the case page (database query optimization). Specific to the new case UI.

Enhancement

Agent

6744

Render inline images (such as from the Portal) in the case timeline (Specific to the old case UI. The new case UI already supported this)

Enhancement

Agent

Yes

6777

Allow any employee (regardless of their status) to be selected on a case. Applies to employee and concerning employee, for both create-case and edit-case

Fix

Agent

6649

Matching Solutions does not render expected results if a case title contains certain punctuation (such as question marks and ampersands)

Fix

Agent

6648

Potential error when creating a case for an employee without a primary site

Fix

Agent

6732

Ability to copy the URL of a solution's ESP (Portal) URL.

Enhancement

Agent

Yes

6702

Removing the SLA from a case should reset the SLA violation flag on the case

Fix

Agent, SLA

Yes

6682

Add a View All button to the Matching Solutions widget

Enhancement

Agent

Yes

6696

Enhance the Previous Cases functionality on the create-case and show-case pages. More details below.

Enhancement

Agent

Yes

6799

Portal

Issue

Type

Application

Interface Change?

Issue #

Images can be added to a case note, either by uploading or pasting

Enhancement

Portal

Yes

194

New application setting available to enable/disable uploading file attachments on a case. This setting can be configured by the Dovetail Implementation/Support team.

Enhancement

Portal

Yes

427

New application setting available to enable/disable display of the case owner on a case. This setting can be configured by the Dovetail Implementation/Support team.

Enhancement

Portal

Yes

476

New application setting available to enable/disable feedback (1-5 star rating and comments) on a solution. This setting can be configured by the Dovetail Implementation/Support team.

Enhancement

Portal

Yes

497

New application setting available to enable/disable selecting and displaying the concerning employee on a case. This setting can be configured by the Dovetail Implementation/Support team.

Enhancement

Portal

Yes

496

Customers can now override strings within the Portal application by editing the PortalStrings list. More details below.

Enhancement

Portal

423

Improvements to the ""Related"" widget on the create-case page and the ""Latest Page Changes"" widget on the Home page. More details below.

Enhancement

Portal

Yes

544

Styling (transparency) of Menu items needs improvement when using Chrome browser on iOS

Fix

Portal

573

Improve the label and placeholder text for the Concerning Employee picker on the new case page

Fix

Portal

578

Menu not collapsing after clicking a menu item when display area is small (under 992 pixels wide)

Fix

Portal

577

Portal Menu will extend downward if button names are too long

Fix

Portal

592

Display a proper message when a user tries to upload a file that is too large.

Enhancement

Portal

Yes

601

New application setting available to designate invalid portal case types, which forces the user to pick a different option when creating a case. For example, disallow the PleaseSpecify option. This setting can be configured by the Dovetail Implementation/Support team.

Enhancement

Portal

Yes

135

Changing the case type should update the notes template More details below.

Enhancement

Portal

598

Additional Notes - Enhance the Previous Cases functionality on the create-case and show-case pages

The existing Previous Cases tab shows Previous Cases for Primary Employee

Now, this has been expanded to allow for viewing:

Previous Cases for Primary Employee
Previous Cases Concerning Primary Employee
Previous Cases for Concerning Employee
Previous Cases Concerning the Concerning Employee

The existing "Previous Cases (Employee)" tab provides for additional options, and can show cases where the current case employee is:

either the employee or the concerning employee
the employee
the concerning employee

A new additional "Previous Cases (Concerning Employee)" tab shows Previous Cases for the concerning employee .
It can show cases where the current case concerning employee is:

either the employee or the concerning employee
the employee
the concerning employee

Additional Notes - Portal Strings

Customers can now override strings within the Portal application by editing the PortalStrings list. This list contains strings that can be over-ridden.
For example, you may wish to change the Portal Title (which is shown in the browser tab header) to "Ask HR".
Or you may wish to use the word "case" or "ticket" rather than "question" throughout the app.
This is now possible by setting the Displayed Text for those list elements.

Keep in mind that this list contains strings for many languages. So if you use English and Spanish languages within your organization, and you override a string, then you should do it for each of the languages that you use.
For example, if you change the PortalTitle from "Dovetail Employee Service Portal" to "Ask HR" in English, you will likely want to also change it to "Pregunta HR" in Spanish.

Additional Notes - Improvements to the "Related" widget and the "Latest Page Changes" widget

For the "Related" widget, those links now open in a new tab, so as to not lose the create-case data that's been entered already
Last Modified date now shows the correct date, a better label, and renders in a "time ago" format
Solution Type is displayed as a badge
Show the scrollbar, when necessary
Improve the styling, including the borders

Additional Notes - Changing the case type should update the notes template

When a case type is selected on the new case page, the initial case notes can be pre-populated with a template. For example, if the case type is "Time Off", a template can pre-populate the notes field with some prompting questions (such as When will your time off start? For how long? Reason for Time Off? etc.)

In the past, if the case type was changed, then the notes and template remained in place.
Now:

If the user does not enter anything into the notes, then selecting a different case type clears the notes and replaces it with the template for that case type.
If the user enters anything (even a space) into the notes, then selecting a different case type retains the entered text and prepends the template for the new case type into the notes.