Dovetail Agent Documentation

What's New - Version 18

Enhancements

• Admin functionality:
  • Numbering Schemes
  • Countries, States, Time Zones, Daylight Savings Times
  • Change Request Transitions
  • Part Request Transitions
  • Workgroup Attributes
• Create and Edit Employee - changing the Wokgroup dropdown will prompt the user on whether to apply the Workgroup Attributes or not
• The employee page now shows a list of queues that the employee is a member of
• Themes. Users can now choose between different application style themes using the Themes preference on the employee Preferences page
• The Clear Local Storage and Refresh Cache buttons have been moved from the employee Profile page to the employee Preferences page
• For canned responses, show the list of employees that have ignored the canned response
• Preserve column preferences (order, hidden/displayed, etc.) when filter configs change
• Markdown - allow for an image to be wrapped in a hyperlink
• The Default tab for queries (including My Work) is now the first one by order (typically Case), as opposed to the first one alphabetically (typically Action Item)
• Filter Maps - Add support for doing an adhoc join to a view

Bug Fixes

• Date Filter Value renders incorrectly when changing operator from one that requires a date (such as Before or After) to one that requires an integer (such as Within Days)
• DateTime Filter values could be saved with incorrect timezone offset
• Incorrect error message for Edit Part Request when quantity is invalid
• Pasting an image from the clipboard does not work on log email/notes from a case/subcase
• Incorrect Styling of upload button on Log Email form
• Error when multiple people try to ignore a canned response that has been shared to everyone.
• Content can be lost when pasting and editing multiple email addresses into the TO or CC fields of a Log Email
• Footnote links not working on Markdown help page
• Navigating back to the Manage Queues page loses the previously-defined search criteria
• Site Page - Connections - Notes was missing its max length setting
• When creating an Action Item, the Details were logged as a note rather than to the Action Item Details field
• Allow for multiple values with 'is in' operator for business rule conditions where the rule property has an associated list.

Changes of Interest to Developers

• Model Map Changes.

  HTTP Requests for models are powered through Dovetail's Model Map engine. Previously, this was all done using C# code. Now, Model Map is driven using Model Map XML config files and Model Map XML Override files. This allows for simpler customizations and simpler application upgrades

• Web.config changes.

  If you re-use your existing web.config file, be sure to merge in the latest changes.

  • The assembly binding definitions have changed
  • Content-Security-Policy has changed for supporting remote images
  • staticContent has changed to support for woff files
• Users can now choose between different application style themes. Developers should be aware of how theming works. This is covered in the Theming documentation

Upgrading to Version 18.0.0

1. Apply Schema Changes.

   The schema changes to be applied are defined in $dovetailAgent\config\schema\agent.schemascript.xml The easiest way is to simply apply these changes using Dovetail SchemaEditor and the agent.schemascript.xml file - it will add the new schema and skip over any changes that already exist.

2. Import the following data files:

   • agent_admin_data.dat (New admin privileges)
   • themes-list.dat (New Themes user-defined list)

3. Grant the following Admin privileges to the desired privilege class(es). This can be done within Dovetail Agent, using the Admin - Privilege Classes functionality.

   • Number Schemes
   • Transitions - Logistics
   • Transitions - Quality
   • Countries
   • Timezones
   • Workgroups

4. Merge in your customizations with the baseline 18.0.0 source code

5. Port any existing Model Map customizations to the new Model Map scheme, which uses Model Map XML config files and Model Map XML Override files.

6. Update the web.config file. If you re-use your existing web.config file, be sure to merge in the latest changes.

   • The assembly binding definitions have changed
   • Content-Security-Policy has changed for supporting remote images
   • staticContent has changed to support for woff files

7. Build / Test / Release / Deploy

What's New in Previous Versions