Actionable Insights 1.2.0
This document summarizes major improvements and fixes introduced in the Accelerate Actionable Insights Package release version.
Version | 1.2.0 |
|---|---|
Release Date | Jan 29, 2024 |
In this document:
Technical Requirements
Dashboard Watcher
To add Dashboard Watcher to your environment, you need to run the full package deployment (not just the upgrade package). For details see Upgrade Notes.
Supported Dashboards
Dashboard Watcher supports:
Sales Insights Package – minimum version 1.9.0
Customer Insights Package – minimum version 1.5.0
New Features and Improvements
Description | ID |
|---|---|
There is a new type of Watcher in Actionable Insights - the Dashboard Watcher. It allows you to watch data that are results of dashboard portlets in supported dashboards. You can create this new Watcher from a specific portlet, enabling you to monitor specific insights. | PFPCS-7271 |
If detected insights exceed the limit of Actions allowed to be created, there is a more precise message with instructions shown to the users. | PFPCS-7359 |
There is better guidance between the Data Scope and Detection Rules steps in case required fields are missing. | PFPCS-7397 |
To provide better guidance, the following fields and buttons have been renamed in the Action Definition step:
| PFPCS-7522 |
The options to resize and drag & drop portlets can now be defined in the Watcher configuration in Groovy, they are no longer hardcoded in the system. | PFPCS-7530 |
When defining Detection Rules in a Watcher definition, data selection for the Data tab is faster now: if there is just 1 data tab in a Dashboard portlet, it is already preselected. Only when there are 2 or more data tabs, you need to use the dropdown for data selection. | PFPCS-7596 |
To better guide users, tooltips have been added to all fields in the Edit Action dialog. | PFPCS-7676 |
It is possible to create a Watcher right away from any chart type so that you can easily transfer the context of the page into the new Watcher. | PFPCS-7682 |
Fixed Issues
Bug Description | ID |
|---|---|
Dashboard embedded in an Action created by a Watcher does not display with correct context (for a relevant entity). | PFPCS-7523 |
When going from Action Plan to Watcher, there is an incorrect link provided. | PFPCS-7564 |
When you create a Datamart Watcher with complex Group By values and measures, go to the Summary tab, the calculation fails. | PFPCS-7671 |
When creating a Watcher, the Summary step shows an error if some other tasks are running at the same time. | PFPCS-7899 |
When you create a Datamart Watcher, go to the Detection Rules, set a rule and click Preview, you get an error. | PFPCS-7939 |
When you create a Watcher from the Sales Insights Waterfall dashboard and continue to the Detection Rules, you get an error and cannot proceed. | PFPCS-7949 |
In Action Definition, when you add an assignee, the Dimension value is reset when editing the line item. | PFPCS-7957 |
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