28 April 2023 Release

Enhancement

Visualizer Type

  • Visualizer Type owner information and "Transfer Ownership"

  • Visualizer Type tags

  • NEW Repository of all imported Spreadsheets (history of all imported spreadsheets by version/upload time)

  • Visualizer Type logo

  • Old links/features have been removed

  • "Prototype" and "Test Visualizer" links/buttons

  • NEW "Model" section includes: "Import Model via Excel", "Variable Types", "Code" and "Upload Spreadsheet Version of Model"

  • NEW "User Interface" section includes: "Discovery Wizard", and "Value Collaborator" (former "UI Builder")

  • NEW "Integrations" section includes: "Salesforce", and "HubSpot" (NEW CRM integration)

  • NEW "Advanced" expandable section includes: "Extensions", and "Group Variable", "Configuration", "Notifications", "Sharing Settings", "Data Capture Wizards", "Overlay Variables on Graphic" and "Build Cache"

  • NEW "Export" section

Admin Console

  • Top Menu Bar > "New UI" renamed to "Sales Dashboard"

  • The "Create Visualizer" button is removed from the "Visualizer Hub" page (to ensure no one creates a Visualizer in classic UI)

  • All Visualizer links on the "Visualizer Hub" page should go to the UI, which is indicated in the "Configuration" of a Visualizer Type

Value Collaborator / UI Builder

  • Ability to insert dynamic variables into the chart title and subtitle
  • NEW UAE Dirham (AED) currency is added to the list of currencies in a Value Collaborator UI


Integrations

The NEW HubSpot CRM integration

PowerPoint and Word Exports

NEW Email and Phone tags:

<VRUser_EmailVR>

<VRUser_PhoneVR>


Sales Dashboard

Ability to change the org setting so the default "Live Analysis?" toggle is "Test" rather than "Live".

The organization owner can set it to "Test" or "Live" under "Manage Organization" > "Advanced Settings" > "Other Display Settings".

Bug Fixes

  • Translation import via Excel feature fix - ENUM import (Value Collaborator)
  • Import Equations as JavaScript multiple fixes (Import Model via Excel)
  • The show/Hide extensions feature stops working when creating a new Visualizer Type version (Discovery Wizard)
  • Create/update ENUMs (Admin)
  • Tooltip created in the admin UI would not be overwritten if the re-imported flat file has empty tooltips (Admin)
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