Following sections list the changes occurred in Grow in January 2023 for release versions GA 9.11.0, JP 3.11.0 and GA 9.12.0, JP 3.12.0.
Account Settings
Login Page: Fixed a bug with the password reset page where an error was displayed even if the password entered was valid
Login Page: Updated the login page when inviting a new user to use Epicor styling
Login Page: Added validation to the Company Role field to only allow valid characters
Reports: Fixed a bug where opening a link for an existing PDF or Slack scheduled report was opening the page without any selections saved
Fixed a bug where accounts with over 200 users were not able to see all users
Builder
Chart: Updated Data Series, Key Values and Slice chart transform to use the account color palette by default
Chart: Fixed a bug with table charts where clicking on the column header to sort a column and then clicking on a second column was not sorting by the second column
Chart: Fixed a bug where grouping by columns with double quotes in the name would give an error and cause the chart to not load
Chart: Fixed a bug with table charts where selecting a date column for grouping and then trying to use the Sort & Limit chart transform was showing a tooltip that the transform was disabled
Chart: Updated the behavior of the Date Range – Custom Start of Week selection to start at the account default option instead of the previous day selected
Chart: Fixed a bug with Single Value and Key Values where the comparison date range was not reflecting the correct values for some specific date ranges
Chart: Fixed a bug where using the Custom Date Range and selecting the Account Fiscal Quarter was not reflecting the account’s fiscal start date
Chart: Fixed a bug where using the Custom Date Range and choosing a day in the “start of week” different from the account’s start of week date was not respecting the new selection
Chart: Updated table charts to highlight the row when you hover over a cell in the row, and to highlight a column when you hover over the column header
Chart: Fixed a bug where cancelling changes in the Builder would sometimes remove the metric title and selections, causing some datasets to change into metrics
Data: Made styling updates to the Concatenate transform help image
Data: Updated the “Join Report” name to “Joined Report” in the Add Data page
Data: Fixed a bug where the Compare Dates transform with leap years was not allowing dates to match up
Data: Updated the styling for the Replace transform
Datasets: Added a “Never” option to the dataset refresh times
Filtering: Added the operators “does not start with” and “does not end with” to all existing filters
Dashboard
Expanded View: Updated the behavior on the History tab to allow you to export chart data from previous days
Metric Tile: Fixed a bug where sharing a metric from one dashboard to another was moving the metric instead of sharing it
Data Tab
Warehouse: Added a search field in the Manage Connection page for multi-account data sources to search for account names
Needs Attention: Updated the table to only show a dataset once, even if it has an error message and has not been used in the past 60 days
Warehouse: Fixed a bug in the Sync Settings where changes to the incremental sync were not being saved
Mobile Application
Improved the auto-sign-in process by taking you directly to your dashboard instead of showing the login screen
Added the ability to change table chart column sizes by tapping the column header
Added dark mode
Data Source
Church Community Builder: Fixed a bug where reports were sometimes showing errors
Custom REST API: Fixed a bug where some data sources were seeing error messages and were unable to pull data
Facebook Ads: Updated the error messaging when the account is no longer available
Netsuite: Updated error messaging for some reports where the error was not clear
Quickbooks Online: Fixed a bug where some reports with a lot of data were showing an error
Salesforce Warehouse: Fixed a bug where the Contact History table was showing an error for some tables
Salesforce Warehouse: Fixed a bug with the Contact History table where incremental sync was giving an error for some tables
Salesforce Warehouse: Updated messaging for some reports where the error was not clear
Salesforce Warehouse: Fixed a bug with the Leads table where incremental sync was not updating data for some tables
Salesforce Warhouse: Fixed a bug where the Notes report was not bringing in data
Salesforce Warehouse: Fixed a bug with the Notes, Lead History and Contract History tables where some tables were giving error messages and unable to bring in data
Salesforce Warehouse: Fixed a bug where some tables were not able to bring in data because there were too many custom attributes
Shopify: Updated error messaging when the store is no longer available
Beta Features
Builder – Chart: Began beta testing of new chart updates
Facebook Ads Warehouse: Fixed a bug where the Ad Insights table was not updating for some customers
Google BigQuery Warehouse: Fixed a bug where creating a new connection using the Upload JSON method was not working
Google Drive Warehouse: Fixed a bug where some files were not able to pull in data
LinkedIn Warehouse: Beginning initial testing on the Organization Share Statistics table
LinkedIn Warehouse: Beginning initial testing on the Engagement Statistics by Post table
Pipedrive Warehouse: Beginning initial testing on the Deals by Product table
RingCentral Warehouse: Updated the Call Logs and Messages tables from alpha to beta testing
Snowflake Warehouse: Added the ability to pull larger amounts of data