Quantrix Version 23.1. Product Release

Version 23.1 Product Release
PRESS RELEASE: Product Release Notification

PORTLAND, ME – On May 16, 2023, Quantrix released Version 23.1 of Modeler, Qloud and Enterprise Qloud.

There are a variety of new improvements and fixes with this release, so it is recommended that users update their software as soon as possible.

Modeler Highlights:

Modeler’s Constrain Input Boolean is improved so that you can now set a default value, initialized to true or false, or the corresponding display type equivalent. Cells with empty values to which the constraint is applied will be initialized with the default value and old cells will retain the values they had.

Another Constrain Input Boolean improvement is that for non-checkbox Booleans (True/False, 1/0, Yes/No, or Custom), you can now toggle cell values more quickly, while still being able to easily select them.

The Smart button feature is improved with the addition of the Open Perspective button. Use this new Smart button to place Open Perspective buttons on canvases and associate each button with a perspective to open.

As with the open canvas smart button, the open perspective button won’t lose the association to the perspective with which you associate it even if the perspective is renamed. Unlike canvas navigation, perspective navigation does not yet have a concept of “previous” or “next” and you may experience unexpected behavior when canvas and perspective navigation are used together.

Another Smart button improvement is the ability to filter in the Edit Button dialog for Open Canvas, Open Perspective, and Custom Script lists to easily find what you need.

Modelers can now put all canvases in a model in Interaction or Layout mode with one click.

Once you’ve built a canvas, choose Interaction mode and all canvases in the model will be in Interaction mode unless or until you change the mode. Likewise, if you choose Layout mode, all canvases in the model will be placed in Layout mode provided permissions are adequate. This behavior will be true both for newly created models and existing models that you open in this version. Note that canvases in existing models are set to Interaction mode if any canvas in the model is in Interaction mode at the time of the last save.

Another canvas improvement is the addition of the Alignment and Distribution right-click options to the right-click context menu when you have multiple canvas items selected.

To support improvements to canvas scripting and the scripting api, two new objects, selectedCanvasObject and matrixChartOrTableView, allow you access to a single-object canvas selection or a matrix-like selection (this latter is designed to allow the creation of a modified selection in the matrix, chart or table view the user is working in, whether on a canvas or not).

Per the autocomplete help:

matrixChartOrTableView –  The current view if it is a matrix, chart, or table view, or if the current view is a presentation canvas, the current selection on that canvas if it is a chart or table view.

selectedCanvasObject –  The current selection if it is a single canvas object.

A new structural function, @itemCount() lets you easily return the number of items in a category. You can apply it to multiple categories, for example:

@itemcount(Matrix1::A):itemcount(Matrix1::B))

In Data Import, if you select “Allow editing of imported cells” in the Configure Import Options panel, a new option below it, “Mark Changed Cell Values” allows you to track any cell changes to imported editable (non-calculated) cells. Edited cells visually indicate that their values have changed so you can easily identify them.

A major enhancement to our Salesforce connection allows data in Modeler that was imported from Salesforce to be modified and returned to Salesforce. A new feature called Synchronize will push any valid changes you made to the imported Salesforce data back to Salesforce and then refresh the data import.

A new Synchronize button in the lower right corner of the Salesforce data matrix is available to perform this function.

Specifically for Salesforce import matrices, there is also a new button to show changed records in addition to the right click menu option Changed Cells, that has a similar function.

Changes you push to Salesforce cannot be undone. To qualify for the Synchronize, the selected matrix view must be a Data Import matrix with a Salesforce Data source using a custom URL and must be based on a single table. See Synchronize Changes with Salesforce for additional rules and details.

There are many more improvements and fixes! To find out more, you can read the full Modeler release notes here:

https://quantrix.com/help/modeler/Current_Release_Notes_Modeler.htm

Qloud Highlights:

Important: Qloud will be deprecating LDAP as an authentication protocol for directory services in a future release. If Qloud detects that your current installation uses LDAP, Admins will receive an email about the coming LDAP deprecation to give you time to transition to an alternative authentication supported by Qloud.

Various performance improvements were made to the loading and operation of large, complex canvases to improve the user experience.

Scripts running on Qloud, including canvas buttons, now integrate seamlessly with Qloud’s OAuth protocol support. In particular, scripts that access or import users’ data from external applications, such as Salesforce, will now function. If the Qloud user running the script has previously authorized Qloud to access their data in the external application, the script will complete automatically. Otherwise, the user will be directed to log in to the external application and approve access before they are returned to Qloud and the script completes. Note that this functionality is not yet available in unattended script runs scheduled via the automation page.

To enhance security, Qloud now identifies users by email addresses, and the workflow for modifying email addresses is more secure.

Qloud now automatically detects when an SSO user has the same email address as an existing Qloud account and displays a page “User Account Found”, prompting the user to cancel or to enter the password for the existing Qloud user: provided the password is valid, you can click Continue to acquire all models, shares and privileges associated with the original user account.

Provided Admin > Settings > Qloud > Model Stranded on Model Server is selected, the email notification that is sent to the Admin user if a model is stranded on the Qloud server now includes the stranded model name(s), ID and instructions on how to resolve the issue.

Qloud General Settings has a new setting, Enable User Groups, to allow user groups to be used by the Qloud.

Provided the Share option in Settings is set to let users search for “Any user on the site”, the Enable User Groups option can be selected. If you select Enable User Groups, the admin is able to create and edit groups from the Admin > Users page on the Groups tab.

Qloud Export to Excel is improved and supports exporting only the data defined by the filter tray selection on the current model view. The Export option on the model toolbar includes a new check box to “Export current filter tray items”. If you focus on a view that has many filter drop-downs, and you don’t select Export current filter tray items, data for all filter tray items is included in the Excel export. If you click Export current filter tray items, only the currently shown filter items are exported to Excel.

The visual representation of multiple users viewing the same model by assigning each user a discrete color is restored. Each user’s color is applied to the data they select. Where the same data is selected by multiple users, Qloud shows a blending of the user’s colors.

For improved usability, read only interactions on canvas components are now allowed even when using a role that does not have interactive permission for the canvas component(s). For example, a canvas user with no interactive permissions can scroll, make matrix selections and copy them, can click and open hyperlinks, use filter trays, resize rows and columns, use cell widgets, charts and matrices on the canvas.

You can read the complete Qloud release notes here:

https://quantrix.com/help/qloud/Current_Release_Notes_Qld.htm

About Quantrix

Quantrix helps businesses modernize their finance and operational practices, increase efficiency and transform their operations by providing a platform that improves throughput, analytics, traceability and sharing of critical business data and insight.

For any technical questions, please feel free to contact support@quantrix.com. General questions and inquiries can be sent to customerservice@quantrix.com.

Users can also access the Quantrix Help page here.

Thank you for your support of Quantrix!