Who is this article for?

Users wanting to learn more about this solution update.

No special access or permissions are required.

This article contains a summary of the changes and improvements available with this release. For more details on the update, we recommend reading the full release notes document.

1. Breaking changes

No breaking changes since 23.1.

2. Features

Live Connect

• A user’s view permissions are automatically applied when accessing reports using Live Connects.

Template Documents

• Word Documents can be uploaded for a Questionnaire to be used as a template with a Questionnaire Instance to produce a Word or PDF document.

Question Manager

• Questionnaire triggers can now set permissions for instances of a questionnaire via the linked Object. This enables the ability to customize the permissions dynamically to ensure correct visibility and edit rights. These permissions flow through to the Live Data connections and opening the Questionnaire Instance.
• Required questions can be made conditional, so only required if match condition.
• Triggers can now add Calendar days.
• Triggers can now be duplicated.
• Lists populated externally such as the LFPSE look up values cannot be edited by the customer as these lists are required to match the external system.
• Export To Excel include conditions.
• Whenever a user accesses an Event type questionnaire instance in edit mode, a lock on the linked Object is made. If there is already a lock on the Object, a message will tell the user who has the lock. Closing the page or widget with a questionnaire instance in edit mode will remove the lock.

3. Changelog

Question Manager

• Required Questions
  • Required questions can be made conditional, so only required if match condition.
• Conditionals
  • Corrected issue with text including double spaces not being selected on load.
• Triggers
  • Questionnaire Add Calendar days.
  • Duplicate a trigger.
• Templates
  • Ability to upload Word Templates to generate Word/PDF from a Questionnaire.
• Data Import
  • Can now import against the Questionnaire Instance ID.
  • Can now import the name of the Object to link the Audit/Survey.
• Lists
  • LFPSE lists are marked as System list to prevent local updates.

Questionnaire Live Connects

• Current user’s access rights on linked Objects checked on all live connect. This can be turned off for the connection.

Questionnaire – Locking

• Locking of Event based questionnaires, if a lock cannot be obtained, the user cannot edit the record.

Custom Objects

• Ability to set the default permissions on create and also apply to existing instances.

Audit Deploy

• Aggregate object’s normalised count now comes from children instead of recalculated at the level.
• Now handles truncation of names to ensure unique.

Fonts

• Font unavailable across all devices removed from available fonts.
• Gilroy font added.

LFPSE

• LFPSE V6 – Awaiting NHS England approval.
• Submissions no longer require a trigger to fire.

Trends

• Error message on save now displaying as needed.
• Drill through within report now working.

Performance

• Improved performance of load parent Task information.
• Task bulk loading limited to prevent time outs.

Bulk Group

• Fixed issue where bulk import of group could clear members from the group.

Automation

• Ability to upload the Employee CSV to add/update employees.
• Ability to upload the Group CSV to add/update groups.