WorkPoint 365 Version 3.9.2.1

Template Management

Managing templates for documents and other items is an important aspect of well-structured data- and document management.

Using Template Management in WorkPoint it is possible to create multiple template lists and libraries for different types of content. Examples of these could be template lists for task templates, folder structures which can be imported into libraries, and custom document template libraries.

These template lists and libraries are stored in the root site collection of the solution.

With the use of templates, administrators can define templates for these various types of content, which users can then add to entities using a Wizard.

You can read more about this feature in this article.

Task Management - Batch updating items across sites

Batch Update is a feature which makes it possible to update multiple items across multiple sites in the same action.

One use case for this feature could be in a project management solution, where a set of task has been assigned to specific person. This person leaves the company and needs to be replaced in the system. All task assigned to this users needs to be reassigned to a new employee.

Another use case could be that every year, all tasks of a specific type on a solution needs to be completed the 1^st of April. This year this deadline is moved. Therefore, a WorkPoint user needs to find all tasks of the specific type across sites and update the date.

This feature can be used from the Advanced Search webpart or the WorkPoint Express panel once configured.

You can read more about this feature in this article.

Site Collection Provisioning without granting WorkPoint App permissions

WorkPoint now offers the possibility of provisioning site collections without granting permissions to the WorkPoint app. This involves various configurations inside the client's Azure portals, is quite a technical installation.

Typically this feature will be combined with one or more Power Automate flows.

You can read more about this feature in this article.

Extensions to Copy Entity

Copying entities can have various purposes under different scenarios when working in WorkPoint. WorkPoint now features a set of settings which can be set at business module level, which allows administrators to modify aspects of the copy operation of entities by e.g. introducing time displacement on various fields.

With this addition of copy entity settings, WorkPoint makes it possible to create copies of existing entities while simultaneously setting specific data fields. One example of this could be creating a copy of a Case entity on a Case Management solution. when creating the copy of the case, the completion date can be automatically set in relation to the original case, e.g. by displacing the original completion date and using that date for the copy.

A typical use case for this feature could be accountants making annual accounts for clients. Each year becomes a case with it's own set of tasks that needs to be completed. Every year, the case from the previous year could be copied using this feature along with all tasks, and deadlines can then be displaced by e.g. a year.

Another use case could be related to Project Management where a new project a new project similar to a previous project needs to be created. In that case, the previous project can be copied along with e.g. task- and risk lists. A deadline for the new project can then be set, and sub-deadlines for e.g tasks can then be displaced accordingly.

You can read more about this feature in this article.

• The Task Overview webpart has been updated to Support Microsoft Lists. Several other improvements to the webpart has also been released. You can read more about the Task Overview webpart in the article.
• The Relations webpart have been improved with options to hide the buttons to edit the relation, delete the relation, and edit the entity.
• The Advanced Search webpart has been improved to allow users to select a height between 300 and 2000 pixels. If the options is left blank, the webpart will dynamically resize to fit the window it is displayed in.
• When updating an entity through integrations/WebAPI the system now checks if any data from the input fields are used for triggering jobs in the system. If not, the job is not triggered. An example could be if a security job uses a specific field as activation condition, and this field is not an input field for the entity update through the WebAPI, the security job is not run.
• Performance has been optimized when getting template info wizard step
• An option to skip last step in the settings for the Copy Entity wizard has been added.
• The WorkPoint Embed webpart now supports user fields to be used as properties in the URL. This allows e.g. the current user e-mail or department to be used as parameter for reports and other scenarios.
• Include [entity property] in search settings
• Search Setting base queries now supports entity parameters such as wpProjectType.
• Support both month and days in template management field mappings

• Fixed an issue where the stage settings on Projects business modules were missing on Modern UI solutions
• Fixed an issue where Template management could not properly add and remove templates
• Fixed an issue where Template Management did not save inheritance types
• Fixed an issue with Batch Updating where the save button redirected to workpoint365.com
• Fixed an issue with the placement of the Send To button when batch updating
• Fixed an issue with Batch Updating where the process could not be monitored
• Fixed an issue with Batch Updating where results were not always shown
• Fixed an issue with Batch Updating where the FileName column was displayed instead of Title as default for the item column group
• Fixed an issue with Batch Update where it was difficult to differentiate items in item search. Now uses same icons as in Journal webpart.
• Fixed an issue with Batch Updating where other than User and DateTime field types could be updated
• Fixed an issue with Batch Updating where the batch update id was not displayed
• Fixed an issue with Batch Updating where the icon for item search was identical to the document search icon
• Fixed an issue with the Copy Entity wizard where select options and time displacement fields were wrong after navigating back
• Fixed an issue where Resources were not loading properly
• Fixed an issue where Template Management was missing backwards compatibility
• Fixed an issue with texts and list options for MyTools settings for opening the Item Creation wizard for templates
• Fixed an issue with Copy Entity Settings where the "Yes" options for copying relations was not saved.
• Fixed an issue with Copy Entity where SitePages settings could be set in Copy Entity Settings
• Fixed an issue with Copy Entity Settings where Relative time displacement did not execute on Event lists
• Fixed an issue with Copy Entity where the Progress bar never showed up in the wizard
• Fixed an issue with the Copy Entity wizard where there was no space between date field and the date picker icon
• Fixed an issue with the Copy Entity wizard where the Time displacement step was shown even if all options were locked
• Fixed an issue with Template Management where Field resource names were shown in edit item properties form
• Fixed an issue with Template Management where settings showed the original/default template library twice
• Fixed an issue with Template Management where nothing happened when a list or library was deleted
• Fixed an issue with Template Management where the description in license information did not quite fit for templates
• Fixed an issue with Template Management where wizards sometimes threw a "500 Internal server Error"
• Fixed an issue with Template Management where certain activation conditions not supported was accessible
• Fixed an issue with Template Management where the color of the send-to button changed on cursor hover
• Fixed an issue with Template Management where the "Assigned to" field was always inherited
• Fixed an issue with Template Management where inheriting did not work on other libraries/lists than the default/original Template Library
• Fixed an issue with Copy Entity where the "Reset to template" option did not look at all the libraries in Template Management
• Fixed an issue with text formatting in the Template Management page
• Fixed an issue with Template Management where "Allow multiple instances" did not work for folders
• Fixed an issue with Template Management where a value could be selected when using an activation condition of type "Empty"
• Fixed an issue with Template Management when creating items from templates which now allows for any item title
• Fixed an issue with Template Management where it was possible to select tasks that already existed
• Fixed an issue with Template Management where the wizard showed an error message regarding document set for task template list
• Fixed an issue with Template Management where an eye icon would appear
• Fixed an issue with Template Management where negative time offset interval did not work properly
• Fixed an issue with Template Management where person field mapping did not work properly
• Fixed an issue with Batch Update where the job would not start
• Fixed an issue with the Relations webpart which failed to render if entity has no relations
• Fixed an issue with Template filtering which did not support managed metadata columns
• Fixed an issue with Copy Entity which did not include template information on items
• Fixed an issue with Digital Signature where SigningStatus value must be set in Site Collection language
• Fixed an issue with Copy Entity which prevented users from continuing from the first step
• Fixed an issue with Copy Entity which gave a warning for custom permissions
• Fixed an issue with the Relations web part where grouped list header showed and counted relations outside of scope
• Fixed an issue with the Copy Entity wizard which did not preselect stage mapping field value from source entity
• Fixed an issue with Copy Entity where time displacement on lists failed on business modules with buffer sites
• Fixed an issue with the Create Entity wizard which failed on business modules with active Staging but no Stage Models
• Fixed an issue with the Task Overview webpart which had an issue with the status of the task on a "classic" tasks list
• Fixed an issue with the Task  Overview webpart where choice fields not set as status field broke the web part when details list were displayed
• Fixed an issue with in Search Settings with inserting [entity property] where the property type was managed metadata- or lookup field type
• Fixed an issue with the Task Overview webpart where field mapping did not happen automatically on one site collection per entity/multiple entities per site collection site when task list is the classic type
• Fixed an issue with the Task Overview webpart where the stage label did not show in One-third right column
• Fixed an issue where the end of month date offset did not work for all time zones
• Fixed an issue when clicking back or duplicate tab in WorkPoint 365
• Fixed an issue where Flows sometimes wound not trigger
• Fixed an issue with the List View webpart which shows empty pages of results if a filtering was active
• Fixed an issue where the Advanced search webpart was not able to be resized
• Fixed a Wizard Script Error in Internet Explorer. Internet Explorer is no longer supported as of 1^st of January
• Fixed an issue with showing only active relations
• fixed an issue where the Advanced Search webpart showed the wrong refiners and did not use default refiner labels
• Fixed an issue where creating folders from templates failed if user only has read permission to the site
• Fixed an issue with user property fields in Search scope which did not function
• Fixed an issue with loading the Express Panel on Classic Pages
• Fixed an issue when getting BusinessModule Copy ViewModel in Copy Entity Wizard
• Fixed an issue where only Site Collection administrators could add items to WorkPoint Parameters through WebAPI
• Fixed an issue with the Advanced Search Webpart which did not render date fields from Search in right locale
• Fixed an error in the URL to DisplayForm results.
• Fixed an issue with sorting of templates in the Template creation wizard which are now sorted alphabetically.
• Fixed an issue where it was not possible to use keyboard shortcuts or by tabbing to save an entity wizard
• Fixed an issue where the system threw an exception when getting Mail Merged Word Doc through WebAPI
• Fixed an issue with the Web API - specifically an error in Notify Web Hook
• Fixed an issue with the Copy entity wizard which sometimes did not skip certain wizard steps
• Fixed an issue with the Copy Entity wizard, which would not skip the first step if Time Displacement Type was set to "Null"
• Fixed an issue with Copy Entity Validation for list
• Fixed an issue with mapping of business modules
• Fixed an issue where the Create Entity wizard did not hide stage dropdown with only 1 option
• Fixed an issue with the Create Entity wizard which now has a new text stating when it is safe to close
• Fixed an issue where WorkPoint webpart title formatting was different from standard SharePoint webparts
• Fixed an issue where WorkPoint365 Email content type columns was not available in search column group
• Fixed an issue with replicating content types on lists with "allow content type management" disabled
• Fixed an issue with Search Settings where saved searches would disappear and not be migrated to result groups
• Fixed an issue where the icon for removing a favorite was different from WorkPoint 365 to WorkPoint Express
• Fixed an issue with handling of empty business module security folders.
• Fixed an issue where there was no SitePage scope in security settings
• Fixed an issue with  Power Automate entity property type
• Fixed an issue with updating entities through the WebAPI which was slow and did not handle events asynchronously
• Fixed an issue with Action Management where actions sometimes triggered even if the action was not active
• Fixed an issue where the Copy entity function did not copy entity metadata which was not in New Item form
• Fixed an issue with signing up to Integration WebAPI which did not work with Standard Permissions
• Fixed an issue with ExecuteQueryRetry which did not support loaded properties in API
• Fixed a Timeout Exception in the Job Queue Manager
• Fixed an issue where Master Sites would open twice
• Fixed an issue where document content type would sometimes synchronize onto entity sites
• Fixed an issue with missing access after creation of a site
• Fixed an issue with WorkPointClassic Script files which was not provisioned in new solution
• Fixed an issue with Wizard handling per device/browser
• Fixed an issue with the Embed webpart where sorting on creation time was not working
• Fixed an issue with replicating folders in master site synchronization which was case sensitive
• Fixed an issue with the Search webparts which no longer functioned with {Entity.field.Value}
• Fixed an issue where Copy Entity copied multiple times
• Fixed an issue with the Embed webpart which set unknown field names as undefined, which breaks remote file explorer.
• Fixed an issue where Template tasks did not calculate date correctly
• Fixed an issue with Tenant wide search settings which were not transferred correctly to wizard
• Fixed an issue with MyTools buttons causing a crash when navigating from Entity to Root site
• Fixed an issue where item titles could be blank if navigation to last step in create items wizard before lists for site was done loading.
• Fixed an issue where users and groups for templates were not loaded after template item was updated with entity mappings.
• Fixed an issue with changing stage through the API which did not respect the 'OverrideWarnings' parameter
• Fixed an issue with the activation condition operator "NotEmpty" on Template inheritance which did not work as expected on taxonomy fields