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2023.2 – Vaalserberg

Release notes

⚡ Features

Aggregates

Aggregates can add new data to the table and thus drive insights based on information that is otherwise stored in tabs; customers without customer visit, which products customers have bought, number of open tickets, etc. The easiest way to think about Aggregates is "Info Tiles in the table".

You can show and filter on Aggregates and also include them in the filter set you build.

aggregates

Limitations

  • You can create filter sets that include Aggregates. However, these filter sets are not supported to be used in Add-ons that use filter sets, such as Info Tiles or Call Out.
  • Bulk actions can only be done if records are "manually selected", if an Aggregate is included in the view or filter set. In other words, use the checkboxes, not "Select all" if you have an Aggregate in the table.
  • Aggregates that are created in Lime Admin can only be used in the web client. (Aggregates can be accessed via our API, but then the Aggregate needs to be defined in the query.)

Find the Filter Sets You Are Looking For

Browsing and navigating between filter sets can be tedious. Some solutions have 50+ filter sets. And that is only counting the Company table.

With the new filter set picker we make it a breeze to browse, search, find and use the filter sets that are relevant to you. No configuration, no user or group management, no admin work. Just use it and the experience will be more user-adapted.

filter-sets

Document Templates: Image Support and XLSX + PDF Support

Document templates have received two major features.

Images

Now you can insert images of products, coworkers or something else in your template. It's not harder than writing {{coworker.picture}} , and you are done.

images-support

Support Excel And Pdf File Types

Use any file type (not only docx) as a template. Great for those Terms of conditions.pdf or Quote calculation.xlsx. Docx is still the only format that support merge codes.

xlsx-and-pdf-support

Stacked Cards

An innovative solution with a design that explains itself so well. Adds that extra flavor and conveys that user-friendliness is one of our corner stones.

stacked-cards

Adding Customer's Logos To The Web Client

Add a link to an image in Lime Admin and 💥, you are good to go! If you want it permanently in a customer's solution, please read the docs.

customers-logo

New Bulk Create Workflow

Bulk create is the feature you use when you want to create, for example, several history notes or to-dos for a set of records. It is also the feature you use when you attach Persons to a Marketing activity. You turn the feature on for the lime types where you want it and configure which lime types you want to create. Now it supports:

  • Hide Fields In Create New Dialog
  • Variants
  • Inline Create

This makes workflows such as "create marketing activity when adding participants" possible.

bulk-create

Faster

We have replaced the whole frontend framework from Angular.js with Stencil. This makes the web client go much faster.

Actions - Beta

We have created a solution for you where you only need to create the logic of an action and we take care of the rest. Actions are straight-forward things that the user is encouraged to do, here and now. "Assign me", "Close ticket" or "Send with E-sign" are typical actions. They have never looked better than now.

So now you can stop putting ugly web component buttons in the Overview tab and use Actions instead!

The Action Bar

The first thing you will notice is the Action bar. The Action bar is present in all tabs and scales great on different screen sizes.

action-bar

The Bulk Action Bar

Bulk actions are way easier to find since they also get to use the action bar.

bulk-action-bar

Actions Everywhere

Once you add an icon to a lime type, it will be accessible from all views which support actions. The List view, for example.

action-everywhere

Read more in our docs.

Change Application Languages in Lime Admin

Users is encouraged to provide filter set names, table names, fields names etc. in all active languages. Now it's possible to change active langauges in Lime Admin and make it workflows easier for users.

You need to set the feature switch useLimeAdminForLanguageSettings to true.

languages

🐞 Bugfixes

  • Table freezes after applying filter
  • Support inline-create when creating document from template
  • Sorting does not work after you have moved a column
  • Change object values that aren't part of the object form
  • Postpone component: postpone button is disabled when StartDate and DueDate hold the same value.
  • Inline create breaks form after saving
  • It is not possible to change filters in the history panel on any card.
  • Option fields do not work with option queries
  • You can save even though fields are set as required through Variants
  • Inline create breaks form

Changelog

⚠️ Breaking Changes

Application configuration file location

Application configuration file (application_config.yaml) must now be placed in the root of C:\ProgramData\Lundalogik\LIME Pro Server folder, instead of anywhere within the folder.

The Installer

Add support fro mjs type files

The desktop client would not work properly due to mjs type was missing in the types list of the nginx config so the mimetype got set to text/plain.

Ensure Celery nodes get unique names

To support Celery running on two on-premise servers on the same network the node names must be unique. If two or more replicas are to work together they must mingle and gossip (sublime setup).

Fix installation when HOMEDRIVE is not a local drive

The installer will interrupt the upgrade if HOMEDRIVE is not a local drive.

If JAVA_HOME is set, the installer will check if it points to a version that is supported by Elastic Search shipped in version that is installed. If not, it will interrupt the installation.

Reinstall RabbitMQ when upgrading

From now on, the installer will reinstall RabbitMQ when upgrading so no manual actions are necessary.

Lime CRM

Cleanup job does more

In this release, the cleanup job will also remove files that have been uploaded but not attached to any entity. This is to avoid having files that are not used in the system.

Additionally, there are system jobs periodically prune files that are marked as deleted.

Last but not least, files that were locked are unlocked after 24 hours.

Performance changes

  1. SQL changes - different locking level
  2. Introduced a draft file status - Files uploaded but not attached will be removed when
  3. SCIM change - extra fields for handling long names (when deleting accounts)
  4. S3 md5 checksum fixes
  5. Support multipart file uploads

Included services and frameworks

Below is a list as originally shipped with 2023.2:

  • LDC - 12.9.2019
  • LISA - 12.8.35
  • Elastic Search - 7.17.14 (shipping Java from Oracle Corporation in version 21+35-2513)
  • Ngnix for Windows - 1.23.3.4 SnapDragonfly
  • NSSM - 2.21-134
  • WinSW 2.12.0
  • Microsoft ODBC Driver 18 for SQL Server (MSODBCSQL18) - 18.3.2.1
  • Microsoft Visual C++ 2015 x86 Redistributable (VC Redist) - 14.36.32532.0
  • Microsoft Visual C++ 2015 x64 Redistributable (VC Redist) - 14.36.32532.0
  • Microsoft OLE DB Driver 19 for SQL Server - 19.3.2
  • Erlang OTP - 26.1.1
  • RabbitMQ Server - 3.12.6
  • Microsoft Handle (sysinternals) - 5.0