December 3, 2022 - Q4 Patch 2
Announcement
- Quarterly patching of component servers has been performed.
October 29, 2022 - Q4 Patch 1
Update: As of November 13th, 2022, all environments have been patched.
New features and enhancements
- Project Recipes BETA:
- Announcing project level recipes to enable quick start of RevOps projects. Recipes will be slowly released throughout the rest of the year to ensure the quality of released recipes.
- Please note that as part of moving towards project level recipes, the former job level recipes have been deprecated.
- Known issue(s):
- During project recipe cloning, please use existing data sources and data targets instead of supplying new credentials. If you supply new credentials, the resulting project will not be operable. Details on data source and data target requirements are found in our Project Recipes documentation.
- Project Cloning BETA:
- Announcing project level cloning (beta feature) to enable cloning of all objects within a project in one action.
- Project cloning mechanism supports cloning of recipes as well as any projects within your tenant.
- Please note that project level cloning is a beta feature and there are
- Known issue(s):
- During project cloning, please use existing data sources and data targets instead of supplying new credentials. If you supply new credentials, the resulting cloned project would not be operable.
- Jobs or tasks with errors in them have sometimes resulted in cloning failure. This could be missing attributes or job / task configuration errors.
- Project Configuration Tools BETA -
- Announcing project configuration tools (beta feature) to support project level modifications that spans multiple objects. There are 3 tools currently provided: Credentials Tool, Attribute Mapping Tool, and Documentation Tool. These tools aim to provide a streamlined experience for administrative users when external systems or business requirements change.
- Credentials Tool allows changing credentials for all data sources, data targets and data services within a project in one screen and significantly reduce the work required to mass change credentials when new credentials are created or when changing team members
- Attribute Mapping Tool allows swapping attributes from the data source through to all related objects (jobs, apps, and analytic reports). This is especially helpful when new attributes are introduced to existing data sources or when the data sources are changed such as moving from sandbox to production sources.
- Documentation Tool allows modifying name, description, tags and admins of all objects within a project within one screen. Furthermore, it allows exporting the documentation at the project level in PDF format.
- Known issue(s):
- Documentation Tool's PDF export functionality may result in blank sections in the output if the project has more than 20 objects.
Bug fixes
- Updated RampedUp data service to include contactDirectDialType, contactDirectDialPhone and contactLinkedInUrl in its return attributes
- Fixed aspect ratio of various data source and data service logos in various screens
September 10, 2022 - Q3 Patch 2
Update: As of August 18, 2022, all environments have been patched.
Announcement
- Quarterly patching of component servers has been performed.
August 7, 2022 - Q3 Patch 1
Update: As of August 13, 2022, all environments have been updated to this release level.
New features and enhancements
- Added new data service Pipl for contact and account enrichment
- Updated BriteVerify data service to utilize the latest API version
- Updated data connector authentication service for Eloqua data sources to prevent invalidating credentials when the credential is actually still valid
Bug fixes
- Fixed App Factory charting app's metrics chart types where the metric name is disproportionately large against the metric value
- Fixed Dedupe task where surviving criteria with date comparison logic may result in random selection of surviving record
- Fixed Object Relationship map where sometimes a single trunk is split into two erroneously
- Fixed List Loading app table display when filenames have leading or trailing spaces
July 2, 2022 - Q3 Release
Update: As of July 17, 2022, all environments have been updated to this release level.
New features and enhancements
- New Object Relationship Chart feature is now available for bots from the Projects page
- Object relationship chart shows the relationship between all objects within a bot including data sources, data targets, and jobs. It also highlights the associated objects such as reference data sources, data services and merge data sources
- New Recycle bin feature is now available for data sources, data targets and jobs
- Deleted data sources, data targets and jobs now can be recovered within 14 days from the deletion date
- Added TAMI as a new data service for accounts and leads / contacts enrichment
- Added RampedUp as a new data service for accounts and leads / contacts enrichment
- Added import support for Salesforce PicklistValueInfo object
- Added import support for Dynamics CRM Picklists object
- Added new Geomap chart in Analytics
- Added new Funnel chart in Analytics
- Added new Gauge chart in Analytics
- Added ability to use 2 y-axis in Line charts in Analytics
- Added ability to generate a summary report of a Job including details such as job name, description, owners and its associated tasks with information such as task name, description, type, and filter
Bug fixes
- Fixed issue where API docs was not showing the proper request headers required to make successful calls
- Fixed issue where some jobs were not able to add a new first task
- Fixed issue where Metrics chart was encountering browser console error when there is no data to display
- Fixed issue where List loading app in App Factory may become unresponsive
- Fixed issue where errors were encountered when exporting to Tableau
May 29, 2022 - Q2 Patch 3
Update: As of May 29, 2022, all environments have been updated to this release level.
Bug fixes
- Fixed issue with RevOps Toolbox where files containing special characters fails on upload
- Fixed issue with RevOps Toolbox where headers with single or double quote fails
- Performed OS patching and maintenance on all servers
May 7, 2022 - Q2 Patch 2
Update: As of May 7, 2022, all environments have been updated to this release level.
New features and enhancements
- Added custom entities as objects to import and export for Dynamics CRM
- Added UserRole, Holiday, Territory2, ObjectTerritory2Association, AccountTeamMember and GroupMember object support for Salesforce
- Added SFDC Assign Object to Territory2 task template to manage and export to ObjectTerritory2Association object
- Added Adapt.io as a new data service for leads / contacts enrichment
- Added SalesIntel as a new data service for accounts as well as leads / contacts enrichment
Bug fixes
- Fixed issue where triggers cannot be created by administrators
- Fixed issue with Infer task template where fuzzy matching may be more restrictive in its results
- Fixed issue where new owners cannot be added to some jobs
- Fixed issue where Projects cannot be searched using tags
April 16, 2022 - Q2 Patch 1
Update: As of April 24, 2022, all environments have been updated to this release level.
New features and enhancements
- Announcing RevOps Toolbox, a revops personnel's personal productivity tool suite, made available to App Factory users
Bug fixes
- Fixed issue where jobs using manual data source as the input data source may occasionally process no records if the manual data source's records are updated
March 26, 2022 - Q1 Patch 2
Update: As of March 26, 2022, all environments have been updated to this release level.
New features and enhancements
- Added Triggering Campaign Id and Triggering Campaign Name attributes to the Marketo activities data source type
- Added warning when there are unmapped fields in the App Factory list loading app
Bug fixes
- Fixed issue with Company name clean up task when the “Remove all characters between parenthesis” option is configured
- Fixed issue where some Projects load slower than others or fail to load
- Fixed issue where the backdoor login URL is not working when SAML SSO is enabled
- Fixed issue where some records are not enriched with Cognism data service
- Fixed issue where automap feature does not work in some circumstances for App Factory list loading app
February 5, 2022 - Q1 Patch 1
Update: As of February 20, 2022, all environments have been updated to this release level.
New features and enhancements
- Added conversion timestamp when converting SFDC leads to contacts using the SFDC convert lead task
- Added optional minimum character length for change capitalization task to prevent capitalization changes (e.g. preventing IBM to be changed to Ibm)
Bug fixes
- Fixed issue where some GDPR deletion requests fail
- Fixed issue where Eloqua data sources’ or data targets’ credentials are being invalidated frequently
- Fixed issue where Bots are entering stuck state when there are frequent data source imports or concurrent data source imports of the same data source
- Fixed minor UI issues in timeline and scatter trend chart analytics
December 18, 2021 - Q4 Release
Update: As of January 8, 2022, all environments have been updated to this release level.
New features and enhancements
- Projects
- Projects is a new UI element that lets users organize related Openprise objects in one place. The goal is to ensure users can easily access objects that are related for development, training / documentation, and debugging purposes. Read more here: https://help.openprisetech.com/hc/en-us/sections/4413121826579-Projects
- Brand new UI screen with left-hand-side navigation that shows object categories and allows editing interaction
- Many projects related features are planned for the future including automated documentation, object relationship charting, object creation within projects and more
- Analytics
- Openprise platform’s analytics was initially provided as a simple way to examine data characteristics of data processed in the platform. However, as our users become more advanced in their use cases, the existing analytics charts need to advance as well. In this release, Openprise analytics has been revamped to allow more BI report like configuration along with new chart types that will support advanced use cases. Read more here: https://help.openprisetech.com/hc/en-us/articles/360020263114-Analytics-
- Updated configuration UI for all chart types with backwards compatibility of existing saved reports
- Updated chart libraries to modernize the look and feel of the displayed charts
- Updated chart libraries also extend to App Factory charting apps to provide more pleasing dashboard-like experience
- Please note that we renamed the existing “timeline” chart to “timeline sequence” chart and “trend” chart to “scatter trend” chart
- New chart types
- Line chart
- Bar/Stacked bar chart
- Column/Stacked column chart
- Metrics chart
- Segment chart
- Timeline chart
- Added import filter capability for Dynamics and Eloqua data sources
- Added option to keep all records within a group for group and select task template
- Added option to skip execution of a task by checking the bypass option in the task configuration
- Added OpportunitySplit object support for Salesforce data
- Added output options for domain extract task template to add a “.” or “@” in front of the extracted domain
Bug fixes
- Fixed issue where triggers cannot be created due to RBAC permissions
- Fixed issue where text in tags are always shown in white color
- Fixed issue where run details in run reports are showing only the first 10 steps
- Fixed issue where sorting is not working in list loading apps
- Fixed issue where deletion of App Factory apps fail
- Fixed issue where remove junk task sometimes show incorrect number of changed records
- Fixed issue where a data source created from a archive restoration does not import
- Fixed security issues to address emerging threats