Issue : Not able to see the Stream Properties Configure sortable fields in Interactive Dashboard

REPRO STEPS

==================

1.Go any CMR online Org

2.Go to sales module

3.Navigate to settings->advance settings->Expand settings->customizations->Customize the system->Dashboards

4.Create new interactive experience with single stream dashboard.

4.Give required details like name, filter by as Due date and time frame as last quarter.

5.Add stream record type as Activity and view name is all activities.

6.Save dashboard

7.Add Dashboard in model driven app then save and publish.

8.Again, go to dashboard section

9.select created dashboard and publish.

10.Hard refresh Ui level sales area

11.Click on dash boards and expand dashboard's view select custom dashboard

12.In all activities dashboard below showing last updated instead of due date because at the time of creating dashboard cx updated filter by field as due date.

EXPECTED RESULT

==================

Customer want due date in created dashboard instead of last updated.

ACTUAL RESULT

====================

Due Date is not selected by default on loading the created dashboard.

Troubleshooting: As per internal team this is identified as design behaviour.

Ask : Due Date is not selected by default on loading the created dashboard.

Ask : When exporting data to excel user wish to see records in lookup data type field.

Is this possible to filter records in lookup data type field when exporting data to excel

Issue:

======

If User edited “TIME-OFF request” from 1hr to 2hrs(Time is just a example) from “Bookable resource” table why changes made are not showing in "Time-off request" and under "time entries"

REPRO STEPS

==================

-Access CRM : Any Vanilla.

-Navigate to "Field service" App.

-For example :

-Create "Time-off request" for a user for 1 hour.

-Record gets created and it will be under inactive.

-We see same changes applied on "Schedule board" and under "work hours" of "Bookable Resource”.

-Now, as record in "Time-off request" is under inactive and we cannot do any changes.

-However, we can edit the record from "work hours" in "Bookable Resource".

-Edit the "Time-off" request from 1hr to 2hrs. Which got successfully changed.

-Same changes applied in "Schedule board". However, under time-off request still show 1hr.

-From "Bookable Resource", new updated time is not added in "Time Entries" and "Time-Off" request.

TROUBLESHOOTING

==================

-Issue is reproducible in vanilla.

-Time off requests can be edited or deleted from the resource's calendar only.

-Deleting a time-off request record won't delete the time-off from the schedule board or resource's calendar.

1. User created “TIME-OFF request” for 1hr in Time Off Request

2. Which is showing in “Schedule board” and on “Bookable resource” as expected.

3. However, from “TIME-OFF request” page we cannot edit the record as it is in inactive.

4. From “Bookable resource” page we have option to edit and delete. User edited “TIME-OFF request” from 1hr to 2hrs

5. Now, from “TIME-OFF request” page we still see 1hr. Whereas, from “Bookable resource” we see 2hr and from there we navigate to “time entries” we see 2hrs.

Idea:

=====

Is there any possibility to provide a fix to this OOTB feature – considering it will end up into providing wrong data to the end user? 

ISSUE DEFINITION

==================

Lookup field not loading from second time on Quick Create form on Vanilla Org

Affected users:

==================

All System Admin

REPRO STEPS

==================

Access - OP environment

Version - OP 9.1.21.5

Click on quick create

Open any table lets say "Person"

For the first time Magnifier is loading

From 2nd time no magnifiers are showing on the form.

Note : This functionality is working fine in UCI

Issue detailed description: Users reported that when a user opens a link from email and from the case timeline, it opens on top of the CRM. This appears to be same behaviour in Edge and Chrome. In the old look the link is opened in another tab, but in new look the issue occurs everytime.

How many users impacted? All users

Business impact level? Medium

Share the steps for reproducing the issue: 

1. Navigate to Activities, open an email which contains a link.

2. Press the link and the link opens in another tab. This works correctly.

3. Navigate to Cases and open the case record, the timeline contains a message that contains links. Expand the message in the timeline and press the link from the timeline. The link opens on top of the CRM. This has changed and not working correctly

4. Open an email from the timeline, so it appears on an own tab. Then press the link and the link will open on the another tab. This works correctly.

Note- Issue is both in both New look and old look. Tested the issue in vanilla and experiencing the same behaviour.

While exporting the repots, if a field having 30K + characters, it is failing to export.

Ask : Any suggestion to get the limit increased to 30K+ charectors.

Following the doc (https://learn.microsoft.com/en-us/industry/sustainability/sustainability-manager-import-data-incremental-refresh) for setting up incremental refresh.

Used Transaction date to filter the source data and kept Store rows from the past = 2 days and Refresh rows from the past = 1 day.

Issue – With above configurations, data is being updated from past 2 days.

As Refresh rows from the past = 1 days, it should take past 1 day data for the updates.

Please suggest. 

• Issue1: After entering a value in a field (F1) on Editable grid and upon saving the value is successfully moving to another field (F2) and the value in the F 1 is becoming 0. We are making the field value 0 using a plugin. Till the above step the working properly and when the user clicking in the F1 to enter the next number, it is showing the previous number which was entered earlier to update. If we click outside the line item, the display shows 0 but again if the user click inside the F1 box again the earlier number appears. 
• Issue 2: If the user is trying to enter the same number for the second time to update the value in F1 box, tool is not recognizing it as update and once we click outside the number is showing as 0 again. 

Calculation job records are not fetching in the sub grid level.

However, we can see Calculation job records from advanced find.

Please suggest.

Issue - On Change event is not triggering when a multi-select field is updated on the portal

Navigations :

Access portal Management

Go to Advanced forms

Fill advanced form steps Let say (1,2,3,4,5). From customer JQuery we add advanced form steps

Access portal and when the multi select data type field, based on option value which should shows as hide.

Copilot result for the Ask - The issue with the OnChange event not triggering when a multi-select field is updated on the portal can be due to various factors such as code bugs, event handling configurations, or specific behavior of the multi-select field in the portal environment. To troubleshoot this problem, it is essential to review the event handling logic for the multi-select field, ensure that the OnChange event is correctly configured for multi-select fields, and consider any specific limitations or requirements for triggering events on multi-select fields in the portal environment. Additionally, checking for any known issues or limitations related to multi-select fields and event triggers in the relevant documentation can provide insights into resolving this issue effectively.

Ask : is this possible way ?