Happy New Year! 🎇 We’re starting off 2023 by hitting the (metaphorical) gym and getting the site in shape with some visual improvements. We’ve beefed up the community homepage, added definition to the Success and Delta Health Score bars, and toned site wide with small but impactful visual tweaks. Finally, you can see proof of our sustained effort by checking out the regular bug fixes listed below.

improvements 

📈  Improvements 📈 

New Year, New Homepage

First on the list, we have a big visual update to how projects and opportunity lists are displayed on the community homepage! In addition to a bolder and more readable style, additional information and functionality has been added to the lists. The "My Projects" heading groups all the projects a user has access to, lists them alphabetically by codename, and shows which program it belongs to. Additionally, there's a tag that shows the current testing state of the project based on its current active phase type (if applicable).

Dressed for Success

Next up, we're giving the Delta Success Score a new uniform! Previously, your success score would display as red, yellow, or green, depending on a predefined low/medium/high score range. For now, we've provided a single color (Purple!) to represent this score, allowing you to focus more on the number itself as a key metric to measure your projects and your program.

The motivation for this change (based on your insightful feedback!) is that the definition of success will differ from product to product based on the ambitions of and investments in that product. That definition is currently not present in Centercode (spoiler: we're working to add it), so there was a reasonable possibility that we were using a negative color to represent what was actually a positive outcome.

Staying on the Cutting Edge

And last, but definitely not least, we've done a HUGE amount of UI polish throughout the platform. You'll notice these small but impactful tweaks on nearly every page, from adjusted padding and shadows to cleaner font weights and table styles. The list is long! We're always striving to improve, and we put a lot of work into this one. You can reach out to us via any of our normal chat or email support channels to let us know what you think, we'd love to hear your feedback!

fixes  

🐞  Bug Fixes 🐞 

Localization & Strings

• Corrected an incorrectly mapped string in the Product Verification tool

Project Templates & Cloning

• Account verification notices will now retain their selections when copied via Project Cloning

Platform Security

• We will now prevent certain special characters from being allowed in via External Authentication account First/Last/Username fields
• Addressed a security vulnerability with our Drafting functionality
• Addressed a security vulnerability with Feedback commenting

We've got a big new feature for you this month, and we're not even making you wait until Christmas to open it! We're proud to announce that the  "Include Users" option when creating a project from a template is back—and it's better than ever. Learn more about what you can do with it below, and keep reading to see the other bug fix stocking stuffers we've wrapped up this month.

 new features  

✨ New Features ✨  

"Template Users" Brings “Include Users” Back and Better Than Ever!

The ability to carry over users when templating and cloning a project is a powerful tool that can save a lot of time when you're spinning up a new project. But the original implementation of this feature was all-or-nothing while your use cases called for something more deliberate or selective.

Because of the overly wide net it cast, using Include Users usually resulted in more confusion and clean-up work than it was worth once the project was cloned. Therefore, we took it back to the drawing board, and with some incredibly useful feedback from our users, we're proud to bring the "Include Users" feature back with some major improvements.

You can now access "Template Users" from the Project Template Settings menu, under the "Template Users" heading. This replaces (and includes the functionality of) the "Initial Team Membership" section. Adding "Include Users" to the project template process, instead of an ad-hoc decision you have to remember to make every time you clone a project, ensures you'll only need to set these options once to get the same results with each new project you clone from a template.

If you’re a project coordinator who maintains your templates and/or hands-off projects to PMs who request them, this also reduces the amount of follow-up needed to get your template ready for hand-off.

Additionally, the new Template Users section lets you get more granular by giving the option to select a specific team type (and individual teams for applicable Centercode editions).

Finally, to support this new feature, we've added some additional items to the Template Notes infobox that appears when you're configuring a new project during the cloning process. It now lists the specific number of users in each team type that will be included in the cloned project.

Using this powerful new function of the project template tool will make getting new projects up and running smoother than ever! Simply add your admin and support staff to the right teams and update your template to ensure the right people will be automatically included on every project using this template going forward.

improvements  

📈  Improvements 📈 

We’re Making a List and Checkboxing It Twice!

In addition to the big gift you've all been looking forward to, we've added a few ease-of-use updates to make your Centercode experience that much more comfy (like a nice warm pair of Centercode socks). We've started adding more context to our checkboxes to give you a better idea of what each one does. It's part of our ongoing effort to help you make the most of everything the Centercode Platform has to offer. And like a fruitcake that never seems to disappear….You'll see more of these holly jolly improvements into 2023.

fixes  

🐞  Bug Fixes 🐞 

Data Engine & Custom Reports

• Quick Export for forms and the Quick Export User/Feedback action will now once again load the correct view items
• Corrected manually emailed reports incorrectly presenting distribution refreshing warning message

Integrations

• Feedback type dynamic tags will load correctly again within external destination configurations

Platform Security

• Shored-up a few scripting related security vulnerabilities

User Interface & Experience

• A license limit message for project max was utilizing the wrong messaging and was adjusted

Miscellaneous

• Adjusted the Project User Summary scoring page to toggle between scope when scoring correctly

This month, we’ve got a veritable banquet of new features and improvements prepared for you! From new in-line image list view CDE items, to a quality-of-life improvement for project archiving, there’s something tasty for everyone. And as usual, we've continually deployed several bug fixes throughout the month that we've listed below.

announcements  

There's still time to enter October's Visual Theme Costume Contest. We're accepting screenshots until November 11th! Whether your site's theme is colorful or monochromatic, edgy or classy, this is a great opportunity to get your name out there in the world and score a little prize on the side! Check out the Announcement below for information on how to participate.

 new features  

✨ New Features ✨  

By Popular Demand: Feedback and User List Inline Images!

First on the menu is a dish many of you have asked for:  inline images and image thumbnails in your user management and feedback management list views. These new data points for the Centercode Data Engine have been a popular request, and we're excited to finally share it with you!

When creating a user or feedback view, you’ll notice three different view items related to file attachment form elements. These new items make it much simpler to get an in-platform view of images and files uploaded by users for specific forms.

“File Attachment Has Attachment” gives you a binary yes/no response if the user attached any files at all.

“File Attachment” shows a scaled version of the image inline:

“File Attachment Thumbnail” shows thumbnail versions of attached images:

improvements  

📈  Improvements 📈 

Simplified Project Archiving!

For our second course we’ve added the ability to archive a project from within the project itself. You’ll no longer need to navigate to Programs and Projects and find the specific project on the list (though that method is still available!). This option is located in the Project Configuration section of the Management menu when you're in a project.

Saving Time and Processor Power!

And last, but not least, is a feature designed to help you when your plate's piled a bit too high with automatically refreshing and distributed reports. We’ve implemented a new system that will automatically disable any reports that no one has viewed or interacted with in an extended period of time. This keeps your data fresh and your inbox uncluttered by old report emails you haven’t gotten around to turning off yet! (Note: This only applies to reports set to daily or weekly refreshes/distribution. Monthly reports will never automatically disable themselves.)

You’ll be notified of this two different ways: 

A new set of icons on the Report Management screen will show the status of reports that are set to auto-refresh. Green circle arrows indicate that a report is set to auto-refresh and has been viewed recently. Red circle arrows indicate that a report has not been viewed recently and will automatically deactivate soon. A red warning sign indicates that a report was set to auto-refresh, but it reached the time limit without being viewed, so it's been disabled.

When a report goes unviewed for an extended period of time, the people on its distribution list see an expiration warning at the top of their email with a link to refresh the report. To refresh it, they don't have to login—it just takes one user to follow the link and confirm that they'd like to keep receiving updates. This resets the report's expiration date and keeps it auto-refreshing and sending updates. No muss, no fuss!

fixes  

🐞  Bug Fixes 🐞 

Data Engine & Custom Reports

• User and Feedback Filter/View splash pages have been reworked to store prior selections as you are working within the page
• Corrected an issue causing "# of Activities" data counts to be inaccurate when factoring in regression features
• Corrected issue causing incorrect conversion to UTC date/time in exported Excel reports

Performance & Tuning

• Continued improvements to logging and behind-the-scenes performance

User Interface & Experience

• Ongoing UI refinements and textual improvement

Miscellaneous

• "Run Once" macros containing a webhook when using scheduled macro functionality will now function as intended
• Restored functionality of "Open in New Window" and "Log Download Attempt" for external files in Content and Releases
• Corrected the behavior of two checkboxes on External File linking in Content/Releases

This month we’re bringing you our spoookiest update yet! October’s release is primarily focused on under-the-hood updates, lurking in the shadows just out of sight (See, spooky!). Our recent releases have introduced quite a few new UI elements which take cues from your visual theme. We thought this would be a seasonally appropriate time to help you dress up your testing community by bringing you some new and improved Visual Theme-focused content!

announcements  

📢 Announcements 📢   

Centercode Site Costume Contest

We’re holding a Visual Theme contest to spotlight your hard work and celebrate those who take the extra step! If you’ve got a good looking site, this is a great opportunity to get your name out there in the world and maybe get a little something on the side! Alternatively, if you’re not happy with your theme, we can help (but you’ll be DQd from the contest)! Check out the Announcement below for information on how to participate.

✨ Featured Content ✨  

All About Visual Themes!

Our first piece of content focuses on explaining the value of a good Visual Theme, and the influence it can have on tester enthusiasm and participation. To help get those creative juices flowing we also provide a number of example templates, a few helpful tips and tricks, and a curated collection of background images.

Read it Here!

Getting Your Hands Dirty

Next up we have a brief (but informative!) article with step-by-step instructions on how to access the Visual Theme tools, and how to apply your themes throughout your site once they’ve been created.

Read it Here!

The Nitty Gritty

And last, but not least, we’ve created a detailed guide explaining how each of the Custom Images and Custom Color will affect your site, each with accompanying images of some of the more prominent places you’ll see those changes.

Read it Here!

 
📈  Improvements 📈 

OAuth for Your POP!

We've added the ability for customers to utilize OAuth to authenticate their email accounts used in email reply integrations (a.k.a. “POP Integrations”). Once it’s enabled on the back-end, you can access this function via a button on the community level Email Template and Logs page. If you have an existing email reply integration that either uses or needs to be updated to use OAuth, let us know so we can make the necessary adjustments.

fixes  

🐞  Bug Fixes 🐞 

Centercode Mobile App

• Fixed an issue that prevented Android users from re-opening the app if it was shut down during a file download

Data Engine & Custom Reports

• Data engine and reporting on All Reply Text no longer includes user email address

Performance & Tuning

• Resolved an issue that could cause file uploads to fail when more than one file was being uploaded at once
• Fixed an issue that would cause uploads for background images added during initial Opportunity creation to fail
• Adjustments made to prevent timeout error when exporting large numbers of files from Feedback Forms
• Improved Ted Performance Dashboard performance under heavy load

User Interface & Experience

• Addressed issue preventing Legacy User Forums links from appearing for certain user roles in the navigation bar menu
• Fixed issue causing surveys set as notices for one team to be hidden from the activities menu for all teams
• Site color picker widget no longer requires a click-plus-drag to modify the color (a simple click will do)

Centercode Site Costume Contest!

Like a haunted house covered in sheet-ghosts and fake cobwebs (or toilet paper), the appearance of your testing site significantly impacts your testers’ perception of your program.

A well-presented site can elevate tester enthusiasm, brand confidence, and even professionalism. To help maximize your candy (feedback) haul this season, we’re holding a customer contest for the best-dressed site and giving out prizes for the best-in-show! You may or may not see some of our favorites showcased in the future… 🧙🔮

The Rules:

We can only accept one submission per customer site, and only one prize per company. If we get more than one submission for a site, we'll use the first one—and that submitter will receive any contest results or prizes. 

Submissions must be received throughout October through November 11, 2022. Winners will be announced in the November Newsletter.

Themes will be evaluated based on specific criteria including accessibility, use of brand colors, cohesiveness, creativity, and some spooky mystery categories.

This contest is only open to customers who have implemented their own themes. While we're always willing to help you design your site's look, themes created by Centercode employees (via Services or otherwise) don’t qualify for this contest.

Full-sized candy bars only; no apples. 

To Participate:

Submit two screenshots of your site on or before November 11th: one of the login page, and one of the User Management page, as shown in the examples below. Send your submissions via email to contests@centercode.com with the subject line: “Visual Theme Contest”. Include your screenshots and any details you’d like to call attention to such as the name of your theme, special notes about it, etc.

https://<YOUR IMPLEMENTATION URL>/welcome/
https://<YOUR IMPLEMENTATION URL>/community/users/default.html 

First, take a screenshot of your site (Windows: [Windows]+[Shift]+S, Mac: [Shift]+[Command]+3). Then simply paste (Windows: [Control]+V, Mac: [Command]+V) in your email to add the screenshot. Repeat for each screenshot you want to take. Finally, just send it our way and you're all set!

This month, we're bringing meaningful quality-of-life updates to make your Centercode experience better than ever. This latest patch provides updates to our infoboxes and validation everywhere in the site. Our Feedback List and file attachment UIs receive a visual refresh. And as usual, we continue to deploy bug fixes throughout the month, details of which are listed below.

improvements  

📈  Improvements 📈 

Leveling Up Our Infobox Copy!

Last month, infoboxes got a big visual refresh. This month, we're continuing to improve your Centercode experience with a copy refresh! Our new UX writer is bringing more consistency, readability, and personality to the Centercode experience, and we hope you enjoy the voice she brings to the platform as much as we do!

Informative AND fun!

Bolder and Better Simple Feedback List!

The Feedback List is a high-traffic page that presents large amounts of information in a way that's compact, clean, and easy to read. Given its value to all Centercode users, we've polished the design. Updates to the UI include bolder titles, more prominent icons indicating blocking issues, items sent to Jira, etc., and a stand-out treatment of status. Check out the before and after in the screenshots below.

Old Simple Feedback List:

New Simple Feedback List:

Uploads Upgraded!

Our file attachment UI also saw some sprucing up across both the admin and tester versions to make the interface more defined and easier to read. The active parts of the block are more visually pronounced, and they present you valuable information (ex: size and format recommendations).

Old File UI:

New File UI:

fixes  

🐞  Bug Fixes 🐞 

Data Engine & Custom Reports

• The headings for our first-class address fields will remain visible in data engine views even when set as hidden via User Account Settings 
• Custom Report elements for Star Ratings will now format as expected when configured with both "Show Details" and a "Subtitle" enabled
• Fixed a couple of bugs pertaining to Data Table and Spreadsheet Report elements under specific configurations

Feedback Management

• Fixed a potential issue for Feedback ticket submission landing pages when sent directly to an Archived Status

Form Engine & Custom Surveys

• A significant issue where form items could become duplicated or out of their intended order has been addressed
• Survey forms containing Test Platform elements will once again allow proper selection and attachment of Test Platforms
• Surveys in a pending access state will no longer appear on Community or Project menus
  
  

Ted Communications

• Ted hit the gym to work on how he processes emails, improving their consistency 

User Interface & Experience

• An issue seen with certain reporting elements viewed under Expanded View has been addressed
• A link in the Support Menu has been updated to direct admins to the intended offline resources
• The submit button on the mobile app's Account Settings page has been fixed
• Addressed several Infobox styling and spacing issues
• Fixed User cards occasionally displaying incorrect avatar initials in Projects

Miscellaneous

• Team Management's import function has been realigned to fit with new licensing terminology and parameters
• The Subscription Dashboard now consistently displays despite certain conditions 
• A hard error was reluctantly resolved for Centercode sites that didn't have valid Privacy Policies in place. Those things are important, folks! 
• The choice to view Public Recruitments will once again default ON for new users; existing users will simply retain their previously selected choice
• Macros that adjust elements of the Feedback Form will once again work as intended
• Updated file names used behind the scenes for Agreements. Nothing to see here!
• Addressed issue causing Community "Contact Us" emails to occasionally come in with blank submitter information

Hope you're all staying cool out there! In the latest patch we're focusing on improving a few aspects of Centercode based on feedback from you! In addition to these user requested improvements, throughout the month, we've continually deployed several bug fixes which we've also listed below.

improvements  

📈  Improvements 📈 

Infoboxes Reworked and Refreshed!

We're listening to your feedback, and we've heard that our inline help system wasn't presenting valuable information about the platform in a way that was easy to find or aesthetically pleasing. We're always striving to modernize and declutter our interface, and we want to ensure that information you need to know is presented to you front and center. To this end we've removed the current inline help system, and we are proud to present our reworked and revamped infoboxes!

These new infoboxes are present all throughout the platform with color coded page header and inline variants, and display important information clearly and concisely. We believe the platform should do a better job presenting you the right information at the right time, and this is a big first step towards that goal! In future releases, we'll continue enriching the availability and content of these infoboxes to provide the most complete platform experience.

Giving Our Data Table Column Headers Room to Breathe!

A major pain point brought to us by many users was column headers in reports, User Management, and Feedback Management truncating themselves with an "...", sometimes making them difficult to understand or entirely unusable. We heard you! Our column headers now have a minimum width, smaller font, word wrapping, and no truncation. In addition, the color palette has been adjusted to include cooler greys, more accurate yellows, and to reflect your community theme link color for links.

New CDE Items Grant Insight into Mobile App Usage!

Another improvement, by popular request, is more insight into how customers are accessing and using your testing site. To facilitate this, we've added a few new CDE (Centercode Data Engine) items allowing you to see if, when, and how often customers are accessing your site via the mobile app. 

Additionally, we’ve added a Feedback Type data point that tracks the submission source of a piece of feedback (via the mobile app, desktop site, API, etc.) Using this within a view will allow you to display through which of these avenues a given piece of feedback was submitted. Using it within a filter will allow you to narrow down your list of feedback based on source, for example only showing Feedback items that were submitted via an external API integration if you want to see how many customers are submitting feedback via your app. It might also prove useful diagnosing customer issues in support tickets, as you'll be able to determine the exact avenue through which they are accessing your Centercode implementation!

(Note: Mobile app and Feedback submission source data will not be backfilled when your site is updated. Mobile app data and Feedback submission source data can only be collected and displayed based on activity going forward.)

fixes  

🐞  Bug Fixes 🐞 

Centercode Mobile App

• A voting button has been added to the Feedback view drop-down within the app
• A potential crash scenario within the app was identified and resolved

Feedback Management

• Feedback Type Management chess icons properly save when selecting them

Test Planning

• Professional edition will no longer encounter an error when utilizing Regression Features in an active Project Phase

Performance Tuning

• Project Summary page load times have been improved

User Interface & Experience

• Features will show the correct chess icons according the team access blocks
• Clicking a column header (to adjust sorting order) within a User or Feedback Advanced View will no longer reset the filter and view to the default

Miscellaneous

• When an implementation is at the license limit, users will be directed properly to opportunity unavailable message
• Fixed an issue encountered when uploading files that have special characters in the name
• Corrected some User Role configurations for customers utilizing Legacy User Roles
• Corrected a condition under the Professional license where Enable Account Creation was not applying
• Content in mixed states of availability within a single content type will now properly load on the respective Community or Project menus

We're starting July off with a boom! Centercode's July update has more new features and improvements than you can shake a sparkler at.

We're rolling out a brand new set of editions to provide even more ways to ensure every customer gets the Centercode experience they need. With these new editions come a host of new features and improvements for customers at every level. From a powerful new first-class age gate tool, to functionality updates to our basic views and filters, this release has something for everyone.

 new features 

✨ New Features ✨  

Powerful New First-Class Age Gate!

Centercode's new first-class age gate feature gives you a straightforward way to manage the age compliance requirements of your community. From within the Community User Account Settings page, select "Age Restricted" from the Date of Birth dropdown and enter a minimum user age. 

This kicks off two awesome functions. First, it will automatically prevent new underaged users from creating accounts. Second, it will scrub your entire community for date-of-birth data (or collect it if none is available) and present a number of different options for removing existing users who do not meet your criteria.

Improved Usability of Team Hierarchy, Types, and Roles!

We're making big changes to our team types across the board. For starters, we're renaming "team types" to "user roles" to better align with how our customers understand and use them. 

Second, we've removed restrictions on which permissions (access roles) can be granted to the various user roles. It's no longer a requirement for all Project Manager teams to have access to all administrative functions.

By only requiring that the primary Project Manager team retains admin access, you can create your ideal PM-Lite team. And by removing required permissions, if you can customize your teams, you can also fine-tune Support's access to reporting and other resources.

Next, a brand new user role has been added to all editions. "Observers" is an internal role for stakeholders and other non-support internal members that lets users view project data but doesn't allow them to make any changes. A read-only function, so to speak.

We're also updating the names of some of our existing user roles for clarity. The Internal Members role is now known as "Project Creators" at the community level and "Support" at the project level. 

Optimized Onboarding For Our New Editions!

We're introducing a simplified version of the onboarding process for the Impact and Professional editions of the Centercode Platform! This powerful but easy-to-use new tool strips down the traditional recruitment process so you can get new users into your community and projects quickly and efficiently.

Alongside this new Onboarding tool, we've added the ability to create a simple one-size-fits-all Community Login page, which is located within the Basic Settings section of your community. Getting your Centercode community up and running has never been easier!

improvements  

📈  Improvements 📈 

Remove Ted via Template Settings!

While Ted can be an invaluable resource for keeping your testers motivated and engaged, he's only able to do so in English, though he's working on his multilingual skills. To this end, we have added the ability to turn off Ted entirely and remove all associated icons and menu links ensuring that he doesn't show up in non-English tests.

This setting is located within the Project Template Settings page, shown below:

New Default Views!

We've updated our default views for both feedback and user searches to include additional commonly searched for information. This includes information like "Created Date" and "Last Login Date" for user searches, and "Title," "Status," and "Impact Score" for feedback ticket searches. In addition, the user type super filter will now filter based on the new account types.

Subscription Dashboard Update for the New Editions!

Tied in with our new product editions and user roles, the Subscription Dashboard has a new look for customers using one of these new editions. This updated dashboard makes simple work of keeping track of your users and how many remaining seats you have for each account type. Your edition and seat limitations are clearly listed, and it has easy-to-read color-coded bars that let you know when you're approaching any of your seat limitations.

Community Tools Navigation Update!

We've streamlined and updated how you access community configuration options to be more coherent and consistent across the platform.

You can now access all of the tools previously located on the Community Configuration page in a new Community Configuration fly-out menu at the bottom of the main Community Menu, similar to how Project Configuration options work. This means an easier to understand menu and fewer clicks to get where you need to go 🎉.

Project Creation Polish!

We've given the Project Creation menu a fresh coat of paint, including new icons, a more distinctive color, and clearer language. In addition, the system will now skip the Template Selection screen if there is only a single template available. This means getting your new project started is easier than ever! 

Project Menu Scrolling Bar Added!

We want Centercode to be accessible and easy to navigate across a variety of hardware setups, no matter the size and complexity of your project. This improvement updates the menus in the Navigation Bar with a scroll bar for those moments when your browser window isn't tall enough to show all possible menu selections.

fixes  

🐞  Bug Fixes 🐞 

Centercode Mobile App

• Adjusted mobile app's Return to Homepage button functionality
• A feedback display issue causing errors on the mobile app for forms lacking date/time elements was corrected

Feedback Management

• Take Ownership functionality restored on Feedback Management page
• Fixed issue related to relative date/time display setting that caused participant team members to encounter bomb errors when viewing feedback tickets

Ted Communications

• Fixed an issue preventing Ted emails from being sent in specific circumstances
• Added some additional back-end Ted email logging to better diagnose issues
• Additional work to tune performance for specific customer implementation related to email sending

User Interface & Experience

• Corrected an issue that affected feedback check in and check out reflecting the toggle state in the UI

Miscellaneous

• Fixed a security block issue caused by specific character combinations in feedback type names

Things are really heating up in Centercode's June update! We're excited to bring you numerous UI and menu improvements, as well as a powerful new tool to make project configuration faster and easier than ever.  In addition, throughout the month, we've continually deployed several bug fixes which we've also listed below.

new features  

✨ New Features ✨  

Project Kickoff Dashboard

We're proud to introduce Centercode's brand new Project Kickoff Dashboard! This fantastic new tool is designed to walk Project Managers step by step through getting new projects up and running quickly and easily. Each step on this dashboard contains easy to use and understand buttons leading you right where you need to go to configure the related element, as well as helpful instructional videos to guide you through the process. It's never been easier to get your new project started!

improvements  

📈  Improvements 📈 

New and Improved Feedback View UI

Introducing an updated look for the Feedback View UI, featuring a cleaned-up experience and additional functionality! Each section of the interface (left, top, and right) has received improvements: 

Navigation has been moved to the left-hand panels, and Macros and Admin Actions all feature updated icons for better visibility.

We polished the right-hand panels by bringing back a dedicated Creation Date, adding Feedback Velocity, and improving the iconography of Popularity Score and Feedback Weight. The ownership panel now displays Owner Team and allows for checking in/out feedback with a single click. 

Lastly, find your quick actions in the updated Title Bar including Add Comment, Archive, Vote, Follow, and more. The bar scrolls with you, ensuring that checking out or commenting on Feedback is always at your fingertips!

Streamlined and Simplified SSO Login Flow

We've streamlined the External Authentication account creation flow and simplified the SSO setup! We've reduced friction during SSO login by removing redundant landing pages, keeping the SSO account creation process more in line with the typical "local" process. Plus, instead of picking a specific destination team for all SSO logins, we're tying the process to existing Opportunities, unifying SSO and Opportunity account creation.

We recommend that customers with existing Single Sign-On configurations review the updated page and remove any redundant or otherwise unneeded Team assignments.

Custom Project Menu Management Got a New Look

Customizing your Project menus is easier than ever with updates to the Project Navigation Menu UI. The new Project Navigation Management menu keeps the standard Menus (Project Menu, Management, Activities, Feedback) right where you expect them in the Primary Menus category, and gives you the ability to create custom Project Menu subsections for deeper organization of menu links.

fixes  

🐞  Bug Fixes 🐞 

Feedback Management

• Interface adjustments were made when removing Status or Category items from Feedback form configurations.
  
• Fixed an issue where some cloned Feedback Types would not show Status and be unable to be submitted.
  
• Feedback Workflow Category and Status are now viewable when using Preview As for any team while editing a Feedback Form. 

Notices

• Corrected the behavior of previously-fulfilled Notices that are then set to be a Block Notice - the Block will now show regardless of prior logs.

Performance Tuning

• Performance improvement made with regards to follow counts.
• Back-end tooling adjustments were made to correct behavior for specific license Editions.

Project Dashboards

• Dashboard time zone adjustments were made to allow filters such as today, yesterday, and other individual ranges to remain accurate despite variations in these based on time zone gaps.

Ted Communications

• Archived Form data is no longer included in the data provided via Ted Emails to Admins.

Test Planning

• An adjustment was made to make Tester Goal and Health Over Time adjust to changes mid-stream properly.
• An issue discovered with Phase/Feature Import was corrected.

User Interface & Experience

• Admins will now be able to assume and adjust a participants username, though this will trigger the need for a password reset and this is noted on the page.
• We've removed confusing and potentially redundant steps during Project Onboarding when done through Single Sign-On. The experience will now be slightly shorter and significantly less confusing to end-users.
  
• A display issue with the Community scope Project List under a specific scoring condition has been corrected.
• The redirection messaging within Feedback was adjusted to include the term "Instead" for additional clarity. 
• Feedback Simple List will no longer show photo thumbnails for attachments when identified as containing "Personal Data" in the Attachment Element's settings. 

Stop and smell the flowers this May - throughout the month we've delivered continual bug fixes, and our improvements for the month are focused on cleaning up the Ted email experience. 

improvements

📈  Improvements 📈 

Ted received in-site and in-email clean-up! 

We've cleaned up various aspects of the Ted Adams experience. We've improved the menu icon to indicate if Ted is enabled or deactivated, updated the grammar and text used within certain email types, and fixed an issue with the Activity counts within Ted's "Daily Update" emails to administrators.

fixes  

🐞  Bug Fixes 🐞 

Ted Communications

• Corrected an issue with the Activity count in the Ted Daily Update to provide accurate metrics to administrators.

Custom Reports

• Report Element Filtering will once again display intended labels instead of database values for included criteria. 
• Drill-down linking will now function as intended from Feature Engagement Reporting.

Project Templates & Cloning    

• Notice Macro structures and Notices baked into Survey form submit will now clone when Projects are cloned.
• Delta Enabled or Disabled state from a Project Template is now carried forward into cloned copies of that Project.

User Authentication & SSO

• Filtering by Integration EA Source will once again return proper results.
• Deleted SSO Integrations will no longer store User associations in the data engine.

User Experience & Interface

• An unusual dialog prompt will no longer be presented in place of a proper error message when removing erroneous User details.
• Survey links generated by the hover-action button will no longer result in "Invalid" errors.

Onboarding

• Some additional changes were made to the Referral page to allow for showing or hiding of elements through the use of custom CS.