ITAS Release 8.7.2.760
8th May 2017
Trader Desktop
New Features
- Certificate Administrators Interface- This new feature gives administrators the ability to manage the list of certificate roles of ITAS users by adding, updating and deleting.
- Add a certificate by browsing the file system or network for a certificate file to upload, which can be password protected.
- Update the certificate by re-uploading the raw data, change the password or rename the certificate.
- Delete certificates that are not assigned to a certificate role or user
- Oracle Database Support
Bug Fixes
- Field Help window now performs as expected when content is changed.
- Using Keyboard shortcuts via the Smart Panel History tab now works as expected.
ITAS 8 DocMan
Bug Fixes
- Company Documents and UnIndexed Documents screens, the Non-date columns now have 'Null' and 'Not Null' filter options in the dropdown
- Document Properties window fields are now aligned correctly
- Tooltips for icons have been updated
- Document Properties window loading speed has been improved
- Modified filters now respond as expected after a refresh
- When selecting multiple documents the context menu now displays correctly
- Trading Entity description now displays in the dropdown filter selection
- Document Properties screen Log section, ‘Department’ now changed to ‘Source’
- Context menu now displays correctly after renaming a document
- Green toast stating document has been indexed when it has been updated has been disabled
- When multiple Documents are selected and their document properties are opened, all properties windows are now displayed
- When Add Documents icon in the company documents list is clicked the Smart Panel now opens with the DocMan tab selected.
- Icons in the UnIndexed Documents screen are now the same as the Company Documents screen.
- User friendly error message now displayed when trying to remove a public filter on Company Documents
- Document Properties now displays the updated document name when renamed
- Documents Properties panel now displays entire field
- Filter icons updated to be more prominent
- User Filters now persist across sessions
- Company Documents, Send Documents screen now displays email address as expected
- Document Properties now reflect all list values
- Editing a new saved file now works as expected and does not show a file overwrite warning
- Emailing Document List Dialog now working as expected
- Switching between Personal Email List to Client Email List now working as expected
- File name restricted to 200 characters and error message displays if this is exceeded
- Multiple Document Properties windows opening in error has been resolved
- Out of memory exception when assigning multiple properties has been resolved
- Add Date and Mod Date have been removed from the UnIndexed screen
- Type of filter (public, private or All) now shown on tooltip on row hover
- Process Documents button for indexing is now enabled when expected conditions are met
- User now restricted from dragging folder to DocMan tab
- Trading Entity colour for Document Properties and the Grid now match
- UnIndexed screen now displays correctly when a bad folder or file is present
- Rename Document Dialog box appearance has been updated to match the DocMan Design
- Remove Filter red icon now only shows on row hover
- Users with Read Only access can now rename documents
Alerts and Notifications
New Features
- New Alert Filter 'Account Type' for alerts based on WIP
Updates to Existing Services
- The following Filter Name values have been updated
| Old EntityTypeName | New EntityTypeName | FilterName | Filter_HER_Table | Filter_HER_Column |
| commodity | contract | Principal Cmy Code | phys01 | phy01_commod |
| commodity Country Code | contract | TRADE Country | phys01 | phys01_cmy_ctry |
| geoCode | client | Country | chr20 | chr20_geogcd |
| client | client | Client Account | chr20 | chr20_acc |
| geoCode | wip | Country | cna50 | cna50_geogcd |
| WIP | wip | WIP Account | cna50 | cna50_acc |
ITAS API
ITAS API (v2.13) Details of any changes can be found here: http://docs.itasapiv2r13.apiary.io/#
Updates to Existing Services
- GET - Commodities List: Additional property 'InternalCode' now added in the List.
- Warnings are now included in the Messages section of the response envelope (see example below)
Bug Fixes
- API Account initials for Finance-Cash endpoints now enter in the database as uppercase.