|Prevent further changes when records have pending changes
Fields that have a pending change will be read only for users and can not be edited. A tooltip will be displayed providing more information to the end user.
|Entity lookups support secondary fields for UI display and reporting
For multi entity lookup fields allow administrators to configure what fields are visible on the selection screen.
At present, only the name or other identifier, such as fund name, is visible to the end user. Showing more columns will help with context, e.g. Fund Family.
A new “find field” feature has been added to locate a field in the Fundipedia user interface. This feature will allow users to search for a field using a partial search of the display name.
New endpoints to retrieve user and group data from the API.
|A new permission has been added to grant users the ability to create new reports. By default this is enabled.|
|Mark a report as a favourite for easy retrieval
Favourite reports will appear at the top of the users report list and will be marked with a star or other indicator. Users must be able to favourite a report when in report edit mode or from the report list.
|Download data from reports from the API
Fundipedia is capable of storing a large amount of static and dynamic data. Using the API you can retrieve a pre-configured report, however if that report is large it can take time to run and results are retrieved in JSON format.
To support long running executions, three new API end points will be added to the system:
The user will be able to specify if the data is output in Excel, CSV or JSON format.
|Reporting standards on custom report fields
Users can now add reporting standard headers (such as Openfunds, EPT) to custom fields. This is helpful where a field may not exist in Fundipedia or the column output is always the same value.
|Hide fields from report output
Users can now choose whether a field is visible in the report output or not. This is useful if a field needs to be included as a user defined filter but not visible in the results.
|New date display template for DD-MMM|
|Record template enhancements
|Users can now easily clear/null lookup item fields via an import
At the moment users cannot clear a lookup item once an item has been selected and saved. A new option will be added to the import screen to allow users to opt to clear lookup values included in the import file. This is accompanied by a new permission.