New features delivered in 23.08

The following features and enhancements were included as part of 23.08.

Ad hoc reporting enhancements

This release includes the following enhancements to the ad hoc reporting functionality:

Calculated fields

In addition to the functions supported in previous releases, the following new functions are supported within a calculated field formula (CRM-93):

The following aggregate functions: AVG, COUNT, MAX, MIN, SUM. Use them to perform calculations on groups of values specified by associated collection fields.
PERCENTOF function. Use it to calculate the value of a number as a percentage of the sum of all values within each specified grouping or within all values included in the report.
RANK function. Use it to determine the rank of a value within a specified grouping or within all values.

For more details about the new functions, refer to the description included with each function on Add Calculated Field dialog.

Using calculated fields as filters, in sorting, and on the Summary tab as groupings and calculations is now supported. Inclusion of aggregate or other specific functions within a calculated field formula may result in such calculated field's usage being restricted. Use Validate function on Add Calculated Field dialog to confirm the supported operations for each formula.

Summary calculations

In order to maintain the accuracy of aggregate details displayed on the Summary tab of a report, a new Distinct Count calculation operator was added (CRM-705). It replaces the Count operator as the default operator when a calculation is added to a report. Use the Distinct Count operator when an associated collection is used as a grouping field or a filter is applied to a calculated field that contains an aggregate function.

Usability

When building a report, you can now specify relative date values in reporting filters (CRM-267). The "look and feel" and the functionality of the filter dialogs match other NexJ CRM workspaces. You can use "day", "week", "month", "quarter", "half", or "year" intervals to indicate a date in the past or the future.
Improvements were made to the "look and feel" as well as wording used during the validation of a calculated field formula syntax (CRM-261). Also, a positive user feedback, notifying of a successful formula validation, was introduced.

Relative date filter improvements

The intervals for relative dates in filter dialogs have been expanded to include "week", "quarter", and "half" (CRM-181).

For more information, see "Searching and filtering in NexJ CRM", "Activities", and "Navigating the NexJ CRM user interface" topics in end-user documentation.

SLM workspace improvements

Where a user creates their own touch types, they did not previously have the ability to add those touch types as saved filters in the Service Level Management workspace. This capability has now been enabled within the workspace (CRM-147). When a user has created a new touch type, they can navigate to the Service Level Management workspace, add a filter, and see the new touch type as an available filter option.

After the application has been deployed, end users must navigate to the User settings menu and select Reset User Interface. This will remove any current user-defined filters from the Service Level Management workspace, which can be added back by using the Select favorites menu.

For more information, see "Configuring Service Level Management settings" in technical documentation and Service level management" in end-user documentation.

Automation enhancements

This release includes the following automation enhancements:

Selenium has been upgraded to version 4.11.0 (released July 31, 2023) (CRM-812)