Fourth Quarter of 2022

Release Date: December 13, 2022

This topic provides a list of product changes released for this module on this date.

Table 1. Enhancements and New Features

The following enhancements and new features have been added.

DescriptionTracking ID
The process for storing files associated with a Reference Document record in the Essentials database is changed. Reference Document files are now stored in the MI_REF_DOCUMENTS_BINARY system table.

The MI_REF_DOCUMENTS_DOC_B field in the Reference Document family is no longer used. Now, to retrieve binary data in a query, you must join with the new system table.

When your Essentials system is upgraded, existing document files will be moved to the new system table during the database upgrade. You must update any non-baseline queries that retrieve reference document binary data. For more information on how to query binary data, refer to the KBA 000040031.

DE543293
To enhance readability, you can now format the text in text fields. To facilitate this enhancement, a toolbar for formatting appears next to each text field for which rich text formatting is enabled. F64567
To enhance performance and usability, you can now perform the following tasks in the Bulk Data Form, which displays related records in a Master/Detail datasheet:
  • Search, filter, and sort the list of records.
  • Set the rows per page.
  • Adjust the width of each column.
  • Select the display order for the columns.
  • Update the State of the records in bulk.
In addition, the default rows per page have been increased from 25 to 50 records.

F51961

US525665

To enhance the configurability of Essentials, when using the !datasheet-dialog URL, you can now specify the window title and hide the Edit button in the window.US550781
You can now enter the localized values for a field group heading in a custom datasheet or the column headings in a tabular datasheet. To facilitate this enhancement, the <> icon has been included in the datasheet builder.US515836
The following enhancements have been made to the Record Manager URLs and the Datasheet Dialog action route.
  • You must now include the family ID or the family key in the Record Manager URLs.
  • For a family using an asset, you can now use the asset record manager URL in the Record Manager URLs to load any existing asset.

US456821

US540957

To enhance the usability of Record Manager, the width of the Record Explorer pane has been increased. To facilitate this enhancement, the width of the pane is now responsive to the width of the browser window.US443206
You can now specify the datasheet to use in the URL to open records in the Bulk Data Form.US437595
To improve usability, you can now add the following file formats as reference documents to a record from the Add Reference Document window:
  • JSON (.json)
  • Drawing (.dwg)
  • Scaled vector graphics (.svg)
US526646
Table 2. Resolved Issues

The following issues, which existed in one or more previous versions, have been resolved.

DescriptionTracking ID
Previously, if you selected a master detail datasheet for a record in a family using a state machine and attempted to change the state of the record, incorrect values were displayed in the datasheet and you could not save the record. This issue has been resolved.DE192787
Previously, when you opened a record in Record Manager and hovered over the application tab, the tooltip displayed the record ID in truncated format. This issue has been resolved.DE176906
Previously, when you attempted to link multiple reference documents to the same entity in a single transaction, relationships were not created for some of the selected documents. This issue has been resolved.DE163821
Previously, when you attempted to update a record with an external hyperlink in the TEXT field or saved the record with an external hyperlink, an error occurred, and the datasheet did not load. This issue has been resolved.DE155394
Previously, when you tried to view the data copied from the datasheet through the result grid, the multiple spaces between the words were reduced to a single white space. This issue has been resolved.DE144840
Previously, if the browser zoom level was set to less than 80%, the rows in the Bulk Data Form were misaligned. This issue has been resolved.DE122725
Previously, the Email Subject Line field did not appear in the Conditional Alert datasheet layout. This issue has been resolved.US528252
Table 3. Known Issues and Limitations

The following known issues and limitations exist.

DescriptionTracking ID
The Rich Text editor toolbar does not appear in the Group Description field on the Asset Group page. If you configure a long text field in any family to enable Rich Text editing, the Rich Text editor toolbar does not appear when you access the record in Record Manager.DE194892
When you print the Bulk Data Form, only the columns that are visible on the screen are printed, instead of the entire form.DE192562
Table 4. Obsolete Features

The following features are no longer available.

DescriptionTracking ID
The Send Query Link check box on the Conditional Alert datasheet is redundant and has been removed. Now, the Send Web Query Link check box is selected by default and can be cleared if required.DE183846

Release Date: November 18, 2022

This topic provides a list of product changes released for this module on this date.

Table 5. Resolved Issues

The following issues, which existed in one or more previous versions, have been resolved.

DescriptionTracking ID
Previously, if you had configured an Associated Page Link to create a New Family Record and if the Family ID contained any spaces in the ID, and you attempted to access the Associated Pages from the Record Manager, an error occurred. This issue has been resolved.DE187823
Previously, in the Record Explorer Details page, when you selected the hide icon on the Record Explorer pane, in the Master Detail datasheet the fields with a drop-down list were misaligned. This issue has been resolved.DE187118
Previously, when you updated the value of a field in a record, causing the previously selected drop-down list option in a dependent field to become invalid, the dependent field value was labelled as inactive. This issue has been resolved. Now, in this case, the dependent field value is cleared.

As a result of this change, if you delete or inactivate a predefined value used in the drop-down list for a field, and you view an existing record using that value, a null value is displayed in the datasheet. This reverts the change implemented in V4.6.0 with Tracking ID DE137420.

DE184974