Release 2.8.0
Summary:
Search & Export Enhancements: Expanded Order ID search capabilities and special character support; milestone exports now include full record context; added warning for large queries.
UI & Navigation Updates: Improved spacing and layout on Order Page; introduced a new Configuration menu; and enhanced the role-based settings menu.
Visualization Improvements: Added toggle controls for Scatter Chart trend/goal lines; simplified Histogram by hiding labels on larger bars.
Platform & Access Controls: Enabled view-only mode in Process Tracker; standardized system messaging; upgraded Milestone Builder with top-value dropdown; MFA implemented for added security.
Module | Name |
|---|---|
Global Search Improvement | Order ID Lookup Expanded. You can now search for any Order ID, including those without a pathway or with only one milestone. Users can now perform searches using special characters such as -, _, and = across the Sandbox, Order Lookup, and Milestone Builder, improving search flexibility and usability. |
UI Improvements - Sidebar Configuration Header Settings | Sidebar Navigation: Introduced a new “Configuration” menu to organize and centralize key modules used during setup. Header Menu: Menu includes user and client settings with role-based visibility. |
UI Improvements - Order Page | Rail spacing now adjusts based on displayed details to reduce empty space. |
UI Improvements - Process Tracker | Standardized Process Tracker confirmation messages across all systems to ensure clarity and reduce user confusion. |
Sandbox Export Improvement | Milestone column names now include full record type context, making it easier for users to interpret applied filters in exported files. |
Data Sandbox | Introduced a new warning message that alerts users when their query selection may generate more than a million rows, which exceeds the supported export limit. |
Manage Milestones - Import Catalog | Replaced the existing free-text search in the Milestone Builder with a dropdown menu. The dropdown displays the top 10–15 most commonly used field values, improving selection speed and accuracy. |
At A Glance / CTA | Resolved an issue where the ‘Beginning’ and 'Ending' timeframe toggle for CTA and AAG algorithms incorrectly defaulted to the first milestone in the pathway instead of the user-selected milestone. |
Scatter Chart | Added toggle options to show or hide Trend and Goal lines for clearer data visualization and removed the Y-axis slider to simplify the chart interface. |
Histogram | Number labels are removed from bars with more than 5 CTAs to reduce clutter on the graph, labels remain visible on bars with 5 or fewer CTAs to ensure small bars are noticeable. |
Process Tracker | View-Only Access to Process Tracker for users with the Viewer role. Interactive toggles and drop-downs are enabled but changes are not saved. |
Security | MFA has been implemented for the Chassi Platform, enhancing account security and access control. |
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