Xytech 2025 Release - Release Log - 11.3 – Fabric Help Center

Notice Regarding Additions after the Initial 11.3 Release

Release Updates are now being provided to customers at a more rapid pace than the previous major/minor version updates. Sections for individual Release Updates are added to this document as the updates are provided.

Additionally, this page includes several notices about new items that were not previously announced when they were introduced into the product. Such items are identified with an "[Updated dd mon yy]" indicator.

Deprecation Announcements

Deprecated in this Release

Smart Client for End Users

Smart Client is no longer supported for normal users in version 11.0 and beyond. Smart Client will still be supported for Layouts and Report Writer until a replacement of equivalent functionality in the web UX is made available in a future release.

Configuration

The Application Server configuration entry for SKY_BROADCAST_CHANGES is deprecated in version 11.0 and beyond. It has been determined that this setting was causing major, unnecessary performance issues in systems with 100 or more users. Going forward the system will not broadcast changes to all user sessions. Users will continue to receive changes from other users upon re-opening a particular Maintenance Document or Search List. This primarily affects refreshing of searches, and the population of dropdown lists when new values are recently added. Broadcasting of booking changes into the Schedule Book will remain active.

REST API V1 (version 1)

The REST API V1 (version 1) has been deprecated as of 11.0. The API will not be removed from the product, but we will no longer enhance the capabilities of the deprecated API, and support for the deprecated version may be limited. It is strongly recommended you do not use deprecated APIs for any new development and begin now to port all API usage to the REST API V2 (version 2). While porting, we recommend taking advantage of the new Webhooks features available in the REST API V2 for outbound integrations.

Pre-Announcing Deprecations in Future Releases

APIs

The SOAP API will be deprecated in a future version. The API will not be removed from the product, but we will no longer enhance the capabilities of the deprecated API, and support for the deprecated API may be limited. It is strongly recommended you do not use deprecated APIs for any new development and begin now to port all API usage to the REST API V2 (version 2). While porting, we recommend taking advantage of the new Webhooks features available in the REST API V2 for outbound integrations.

Additions and Enhancements

APIs and Integrations

Webhooks - Ability to define table + sub-table payload templates [22725]

The Webhooks feature now permits adding child table fields to the Export Adaptor template. This means that you can now trigger a payload that includes an array of values from child table fields. e.g., Transmission Order + Operations. [Updated 20 Aug 25]

Webhooks - Ability to Disable Outbound Connections and Export Adaptors [26564]

The Webhooks feature now provides the ability to deactivate Export Adaptors or Outbound Connections. This can be very useful, especially when restoring a backup into a test or development instance to prevent accidental outbound integrations from happening to production external services. [Updated 20 Aug 25]

Webhooks - Ability for Event Triggers to send ISO-formatted Datetimes [27016]

Export Adaptors (Webhooks) now include an optional flag to send all dates in ISO standard format. [Updated 20 Aug 25]

REST API - Ability to Enable Custom Drop-down Fields to Return Additional Attributes [28200]

The REST API has been enhanced so that users can enable custom dropdown fields (through a new document customisation flag) to return additional attributes stored with the dropdown record, such as external_key, in REST API responses. [Updated 20 Aug 25]

API: Ability to Create WO with a Template, That Loads Child Templates [28307]

REST API has been enhanced so that when creating or updating an order, you can load a work order template along with any child templates associated. This has been accomplished by adding an additional optional parameter to the existing Save Argument called 'LoadChildTemplates'.. e.g. header: SaveArgument: {"LoadTemplate":"1012","LoadChildTemplates":"Y"} [Updated 20 Aug 25]

Configuration-Based Control of Authentication Methods in REST API [29495]

For improved security, a site can now configure the REST API's authentication method(s) to enable Basic Authentication, Bearer (OpenID/JWT), or both. In future releases, Basic Authentication will be phased out in favor of the more secure Bearer token method.

The Application Server's configuration file determines which method is supported by the instance; by default, an instance supports both Basic and Bearer methods. [Updated 26 Sept 25]

Bids and Budgets

Default Not Assigned Resource for Scheduling Group [26188 / zd11399]

The Scheduling Group document's 'Auto Assign Resource' setting now offers a 'Not Assigned' option. The new option is utilized under the same conditions as other Auto Assign options but assigns the Resource marked as 'Not Assigned' for that Group by default. If the Group does not have a Not Assigned resource configured, no Resource will be assigned by the Auto Assign logic.

Performance Improvements for Bids with Many Details [29333]

Bid documents containing 2000+ Bid Details load and display significantly faster (tests show 90% faster). [Updated 20 Aug 25]

Bids (Budgets) List - Add Recalculate Budget [29736]

A 'Recalculate Budget' action has been added to the Bids search list and only applies to Budgets. This action can be run for one or more rows and will go through all the budget details in those bids and reset the amounts by the existing Rate Sets in the budget details. The process should NOT change the Rate Sets in the budget detail and NOT change any rate details. Total amount in Bid Header, Bid Detail, Version should be updated as well.
A modification has also been made in loading actuals for multi-tier Rate Sets. Previously, any rate tier on a transaction that was not also in the matching bid/budget detail would not load if the amount for the tier was zero. This has been changed so that all tiers load into the bid/budget, thereby allowing the user to see what was in the transaction even if there was no charge. [Updated 20 Aug 25]

Document Customizations

Track Notes, Date Added, and Date Modified on Document Customization Fields [6754 / tdo164315]

Date Added, Date Changed, User Added, and User Changed values have been added for Document Customization fields and drop-down Field Options. Also, a generic Field Note has been added in the same places for a user to enter text manually.

Add 'Now' Placeholder for Computed Column (Read Only) Document Customization [22131]

In Document Customizations, a DURATION expression for a Computed Column can now include a NOW token. This allows for a computed value in hours or days to be defined between a date time field in the table and the current date or time.

For example, the expression DURATION([wo_begin_dt], NOW) with a mask set to "days" will return the number of days between the appropriate Work Order Begin value and "now."

Event Triggers

Event Triggers Time Zone Changes - Report Attachments [28171]

A change has been made in Event Triggers so that if a user specifically assigns a Time Zone in the Notification Template, any reports attached to the trigger will be sent in that Time Zone. [Updated 20 Aug 25]

Email Notifications HTML Improved Handling [28201]

Event Triggers has been enhanced to include the optional use of a rich text email body editor. This now enables users to craft HTML-formatted email bodies. Drag and dropping of fields is supported, although note that the dropped field will always append to the last line of the email body editor, from where it can be moved into the correct position. [Updated 20 Aug 25]

Framework / UX

Store User Options into the Database [23739]

User Options and Theme selection are now all saved back to the database as opposed to the local browser. This now provides users with a consistent user experience everywhere they log in, and allows admin users to manage them centrally. [Updated 20 Aug 25]

Groups

Rapid Update of Group & Resource Values from Group Resource List [2495]

New actions for 'Rapid Update: Group' and 'Rapid Update: Resource' are now available in the Group Resources List. Respectively, these allow a user to launch a Rapid Update of Group values or Resource values for selected rows in the search results. Please note, as with other combined search lists, updating Group values is a separate process from updating Resource values. [Updated 20 Aug 25]

Default Not Assigned Resource for Scheduling Group [26188 / zd11399]

Refer to the entry in Bids and Budgets above.

Job

Episodes - Add Date/User Added/Changed [17676]

Date Added, User Added, Date Changed, and User Changed values have now been added to Episodes. These fields are also available in the Episodes search list. [Updated 20 Aug 25]

Login and Access

Expanded OpenID Functionality in Next Gen Mobile [25316]

The Xytech Next Gen Mobile application now supports additional functionality when interacting with OpenID, including:

Creating new Xytech user accounts from the Next Gen application if they are in an authorized group in OpenID, and
Using a secondary authentication ID (ExtAuthKey2) as the identifier to OpenID.

Media Order

Media Order - Move Sources to New Duplicate Order Action Now Opens Order [4487]

The 'Move Sources to New Duplicate Order' action inside Media Order will now give the user the option to open the new order, similar to when an order is duplicated. [Updated 20 Aug 25]

Personnel Rules

Counter Rule Evaluator List now uses Group Resource List as Filter Feature Request [23705 / zd10247]

The Counter Rule Evaluator List has been improved to use the Group Resources List instead of the Scheduling Resources List when verifying complex payroll rules. This allows the user to filter resources based on the Scheduling Group under which they performed bookings, and to view and manage relevant resources for that group efficiently.

Payroll Transactions - Add Date Changed Fields and Make Payroll Trx Fields Available in Report [24715]

The Date Added, User Added, Date Changed and User Changed fields have been made available for Payroll Transactions. These standard fields will record appropriate changes to each transaction record.

These new fields and most other fields in Payroll Transactions have also been made available natively in the Payroll Transaction Report (TcPayrollTransactionList) and Payroll Transactions search list (TcPayrollList). Any new fields added to Payroll Transactions in the future will also appear automatically.

Note: Payroll Transactions do not support Document Customizations other than overrides and computed fields.

Penalty Type for Consecutive Day Rate in Scheduling Counters [26917 / zd13380]

The Work Day penalty in Scheduling Counters now allows additional setup for when a resource is scheduled on consecutive days. With this option, the standard workday tiers can be set up for several days with a different tier of rates to apply to the next days. For example, standard and overtime rates can be set up for the first five consecutive days a resource works, but different regular and overtime rates to be applied to the sixth and, potentially a different set of rates to the seventh. This is not limited to seven days a week and does not rely on a resource working a certain number of hours in a day for it to count.

Purchase Order

Question to Open PO or Not when Add from Trx [27868]

When a user chooses to add an order transaction to an existing purchase order via the 'Add to PO' action, a new prompt asks if the user wishes to open the resulting PO or just add the new PO detail without opening. The new question does contain the 'don't show me this again' option if the user wishes to answer and not have to answer again in the future. [Updated 20 Aug 25]

Rental

Phase Management of Active/Inactive for Updated (Upd) and Shipped (Ship) [26877]

Phase 'Updated' (Phase Code Upd) may not be inactivated. Phase 'Shipped' (Phase Code Ship) may only be inactivated if the site is not encoded for Rental. [Updated 20 Aug 25]

Resources

Rapid Update of Group & Resource Values from Group Resource List [2495]

New actions for 'Rapid Update: Group' and 'Rapid Update: Resource' have been made available in the Group Resources List. Respectively, these allow a user to launch a Rapid Update of Group values or Resource values for selected rows in the search results. Please note, as with other combined search lists, updating Group values is a separate process from updating Resource values. [Updated 20 Aug 25]

Allow More Transaction Fields to be Added to Call Sheet Report by Override [25657 / zd12313]

Additional fields have been made available to the Call Sheet Report layout:

Time Card Activity
Custom 1, Custom 2, CB1, and CB2 from Time Card Activity setup
Job Account Rep 1 Description and Email
Job Account Rep 2 Description and Email
Order Account Rep 1 Email
Order Account Rep 2 Email

Schedule Book

Sched Views List: Mass Update Display, Timeline & Bar/Hover Text [4446]

A new 'Apply Settings to Other Views' action is available in the Schedule Book. A user may now make changes to the currently open View and save, then use this action to apply one or more set of settings to one or more other Views. Settings are grouped as: Display, Timeline, Bar/Hover Text, and Zoom Level. If applied, then all of current View's settings will replace settings in the selected other View(s).

In Role maintenance, new rights codes are available for the Schedule Book for most -- but not all -- actions, including the new one above. With these, a site admin may remove certain rights for users. For existing sites, the upgrade scripts will automatically add these rights to all Roles that contain the Schedule Book in order to maintain current permissions. [Updated 20 Aug 25]

Quick Copy and Lasso on Schedule Book [13671]

A new way to duplicate orders in the Schedule Book has been added called 'Quick Copy Order(s)'. This feature allows a user to select multiple order bookings in the visible grid then use a right-click action to toggle on Quick Copy mode. While in this mode, the selected bars remain highlighted but the user may move in the grid to another date or time, both visible dates as well as those that require scrolling or using the calendar tool to jump. Other bookings remain visible so the user can see potential conflicts. When the desired destination is found, the user clicks again on the grid. This will open the standard Order Duplicate window to allow the user to select other options -- description, phase type, reset rates, etc. While in Quick Copy mode, the user may use the ESC key at any time to leave without copying.

Also, it is now possible to select multiple bookings by holding the Ctrl key and dragging in the grid. This option will only select those bars that would also be available for selection via click and Ctrl+click. [Updated 20 Aug 25]

Disable 'Transaction Type' Editing for Roster Off Time in All But SchResource [27022]

The 'Transaction Type' field has been disabled for Rosters in Roster Off Time maintenance and in the Booking popups opened via the Schedule Book. The only remaining place where the type of an Off Time booking—roster, other time off, etc.—can be changed is by changing the Off Type in Resource maintenance.

Note: This removes code that has allowed editing the Transaction Type in the Schedule Book Booking windows since version 6. [Updated 20 Aug 25]

Schedule Book Performance Enhancement [28447]

An enhancement has been made to the Schedule Book so that while all data is retrieved, only one page of visuals is loaded at a time. While this will alter performance slightly for users when scrolling in the Book, overall performance is increased. [Updated 20 Aug 25]

Schedule Book Performance Issues [31460]

Two changes have been made in the Schedule Book in an effort to increase performance:

In Scheduling Views where the Y-Axis spans many pages, the Book should now only draw the visible rows. This has occurred for the grid already.
A new 'Minimum Refresh Interval' option has been added to Display options. This defaults to a minimum of 30 seconds but can be changed to a higher value. This is similar to auto-refresh but instead of the Book triggering a call of all data, this tells the Book to wait a certain amount of time before allowing any automatic updates that have been sent to the View—namely transaction updates. NOTE: Prior to this changes, each of these updates would trigger an open View to refresh.

Configuration:

This is a performance enhancement to the Schedule Book that only paints the Y-Axis (list of groups/resources) when visible. This is especially beneficial when the Schedule Book is configured with many pages of groups and resources.
This represents a performance improvement in the Schedule Book which limits the refresh to a minimum number of seconds. Notifications are still sent to each session, however a timer now controls the rate at which those updates are applied to a user's view of the schedule book. This is critical when many users are making continual changes that cause views to refresh on every change resulting in flashing and continual interruption of the user's workflow.
To enable this feature, a feature flag must be set to turn on this feature ("use_schedule_book_refresh_interval": "Y"). If feature flag is off then the new option is not visible in the 'Display' dialog, and schedule book refreshes immediately as it currently does. To set the feature flags.

For customer-hosted installations, use the following steps (if you need help be sure to contact Support):

1. In the mediapulseappserver.config.txt, look for the following line:

DB_XYT_MAIN_V_FEATURE_FLAGS=FeatureFlags.json

where XYT_MAIN_V is the database name that matches your license file name. Add a line if necessary, replacing XYT_MAIN_V with your database name.

2. Create a .json file named 'FeatureFlags.json' Put the following in the .json file and save it to the same folder as the mediapulseappserver.config.txt file above.

{
  "use_schedule_book_refresh_interval": "Y"
}

Note: if the file already exists, simply insert the line at the bottom between the { }. Be sure to put a ',' on the previous line. For an existing file, the final content may look something like this:

{
  "use_new_focus_logic": "Y",
  "sparse_sequencing": "Y",
  "use_schedule_book_refresh_interval": "Y"
}
3. Copy the mediapulseappserver.config.txt file to the ./Sky/Appdata folder.

This needs to be done on all servers where the MediaPulseAppServer is installed.

[Updated 22 Aug 25]

Time Card

Payroll Transactions - Add Date Changed Fields and Make Payroll Trx Fields Available in Report [24715]

Refer to the entry in Personnel Rules above.

Work Orders

Allow More Transaction Fields to be Added to Call Sheet Report by Override [25657 / zd12313]

Refer to the entry in Resources above.

Default Not Assigned Resource for Scheduling Group [26188 / zd11399]

Refer to the entry in Bids and Budgets above.

Conflict Checking - Warn on Save about Existing Conflicts [26541 / zd13249]

The new "Persistent Conflict Check" preference in Scheduling > Setup > Preferences - Scheduling extends conflict checking so that when saving an order, the system checks newly changed transactions (previous behavior) and existing transactions. This means that if a conflict already exists on a transaction and the user did not change that transaction this session, the system will display the warning so the conflict can be addressed if desired.

For example: A user creates an order and one of the transactions in the order triggers a conflict warning; the user chooses not to resolve it and clicks Save & Close. Later, the same order is opened and a transaction is changed in a manner that doesn't create a conflict, or a new transaction is added which doesn't cause a conflict. When saving the order, even though the change or new transaction did not create any conflicts, since an existing transaction remains in conflict, the system displays the conflict warning again.

The module preference has three options:

No - Conflict checking works as it did previously, i.e. pre-existing conflicts are ignored.
Yes - Any existing conflict will cause a warning.
Hard conflicts only - Only existing "hard" conflicts (overlapping transactions, Group over-booking, resource over capacity, multi-checkout over Resource qty, and Transmission bandwidth over-booking) cause a warning.

Schedule Book - Yes to All added to Message When Updating Times for Multiple Work Orders [27259]

A 'Yes to All' button has been added to the message a user receives when trying to update the times of multiple order transactions and one or more of them fall outside of their order's range. Where previously the user would have to say Yes to each transaction to allow it to expand the order's range, now the user can choose 'Yes to All' to apply changes to the current and all other transactions where the message applies. The 'No' option has been changed to a Cancel button to more accurately reflect what is done, which is to not expand the current order and cancel updates to any remaining transactions.

Resolved Issues

APIs & Integration

REST API - OpenAPI Documentation (Swagger) Status Codes Are Inaccurate [26278]

Resolves an issue where the OpenAPI (Swagger) documentation for certain REST API endpoints did not include all possible HTTP response values, such as the 200 Ok response for the /JmJob endpoint.

NOTE: Successful calls to the /JmJob endpoint will now return the 200 Ok response code; integrations that expect a different response on success (e.g. 204 No Content) will need to be updated.

Uploading Files via the REST API (SysAttachment) [28501 / zd15205]

Resolves an issue where the REST API returned an error when uploading files.

Single API Call To Create Child Titles and Link to Parent Title Is Failing With External Key [29036 / zd15662]

Resolves an issue with the REST API endpoint /LibTitleHierarchyFacade where the PUT method failed when using external_key field. It is important for users to note that the external_key field is not defined as a field to Ripple Changes for Title Types, else the external_key value is copied from the parent to the child thereby creating a duplicate external_key and disabling the ability to update titles by external_key.

Xytech API: Release of Lease on Documents Is Delayed and Leads to Lease Errors [29461 / zd15982]

Resolves an issue where updating a document in the Web client and then updating the same document several times using the REST API within a short time results in an error message: "Document copy is not up to date; cannot be edited."

Event Trigger for Delete Sends Same Webhook Message 152 Times [29911 / zd16393]

Resolves an issue where an Event Trigger using the Event Type of Delete triggered excessive Export Adaptor (Webhooks) payloads.

Bids & Budgets

Clearing Bid End Date on Header Row Doesn't Clear Details [24559 / zd10858]

Resolves an issue where clearing the End Date on a Bid Header row in a Bid did not correctly clear the other details as clearing the Begin Date does.

Actual Unit Displayed on Budget No but No Transactions That Go Against It [26206 / zd12659]

Resolves an issue where a Bid Detail sometimes displayed an Actual Units value of 1 when no Actual Units were assigned to any corresponding Transaction(s).

Bid Notes Overwritten by Note ID when Amending Bid Salutation Note from Bids List [27136 / zd13548]

Resolves an issue where amending the Salutation Bid Note from the notes popup in the Bids List overwrote any existing text in the "Internal Note" and "Bid Close Note" fields with the note ID value.

Enhance Performance for Auto Load Actuals on a Budget - Part 2 [27644]

Modifications have been made that produce an approximate 40% performance improvement in loading Actuals into Bids and Budgets.

Cannot Save Budget to Template [27694 / zd14122]

Resolves an issue where creating a Bid Template from a Bid/Budget with approximately 2000 or more rows would cause the client application to become unresponsive and time out.

Bid Rates Only Find First Bid Row [27744 / zd13266]

Resolves an issue where multiple Bid Details for the same Billing Code are assigned Rate Sets with different Rate Set Descriptions (RADs), but a Transaction that should pull rates from that Bid only ever sees the first Bid Detail for that Billing Code instead of matching by the RADs.

Cannot Edit Budget Once Created from Template [27748 / zd14234]

Resolves an issue where a bid/budget layout displays the State and Local % values of a tax code. Once a bid template is loaded, the bid detail cannot be edited or removed. NOTE: This is not an issue in a layout without the mentioned fields.

Estimate Amounts on Budget Details are Inaccurate [28155 / zd14842]

Resolves an issue where the Estimate column of budget details displayed an incorrect amount for a small number of bids.

Application Error upon Trying to View Bid Record [28259 / zd14599]

Resolves an issue in Bids where copying a Bid Detail Header and Bid Detail causes an error that prevents saving the Bid.

Auto Load Actuals Does Not Relink Transactions to Bid Detail Appropriately [28646 / zd15513]

Resolves an issue in the Auto Load Actuals in Bid process where the link between a Bid Detail and a Transaction was not refreshed when actuals were again loaded into a Bid. This should only happen if matching data (e.g., Episode, WO Type, etc.) is changed, meaning the Bid Detail and Transaction no longer match. NOTE: A Transaction can have two links to a Bid Detail: Bid Detail No and Actual Bid Detail No. After these improvements, the two values can be different after a second/third/etc Auto Load Actual, and these improvements do not change the Transaction rate.

Cannot Change Customer on Job with Approved Bid [29616 / zd16168]

Resolves an issue where a user could not change the Customer on a Job with an approved Bid. This was possible in version 9 as long as the Currency did not change. (This item was previously listed as a Known Issue for v11.3)

Auto Load Actuals Issues / ETC Issue [29648 / zd16306]

Resolves an issue where the system failed to load actuals into a Bid when the 'Not in bid' header and WIP Amounts are off, and the Bid Preference 'Load Actual' option was set to 'Non-actualized to WIP; Actual to Actual'. (This item was previously listed as a Known Issue for v11.3)

Payroll Tax included in Trx Billing Amount but NOT Bid Actual Amount [29730 / zd16460]

Resolves an issue in rates for a Billing Code used for WO Actual Pricing. Rate Set details with Percentage values were set on a Transaction but were not getting set when that Transaction was loaded into Bid/Budget actuals. (This item was previously listed as a Known Issue for v11.3)

Fringe Total on Bid Details Not Calculating As Expected [31130 / zd17160]

Resolves an issue where the Out of Pocket (OOP) value for Fringe Total on Bid Details was calculated incorrectly.(This item was previously listed as a Known Issue for v11.3)

Billing - Invoicing

Billing Contact Emptied on Invoice Batch Work Orders Tab [23469 / zd7438]

Resolves an issue where adding a Work Order to an Invoice Batch causes the Billing Contact on the Invoice Batch's Work Orders tab to be cleared in the display. (The data in the Work Order is not cleared.)

Billing Code 'Combine on Invoice' and Package Type 'Total: Detail invoice' Interfere with Each Other and Create Inaccurate Pre-invoice [25571 / zd10556]

Resolves an issue where using a Billing Code with the Combine on Invoice option selected/checked and the Package Type option set to "Total: Detail invoice" causes some transactions to be included in the “-Incl w/ Pkg-” row when they should not be. The workaround is to avoid using these two settings together in the same Billing Code.

Billing Splits Invoice Split Field on Order and Transaction Level [26233 / zd11705]

Resolves an issue where using the Invoice Split percentage field to split an invoice when the split percentages do not total 100% caused an error and changed the Invoice Split field to read-only. In addition, when using Transaction-level splits, the invoice generation created separate, unexpected invoices for any transactions without billing codes. (This item was previously listed as a Known Issue for v11.3)

System Performance - View Invoice Form Takes 20-60 Seconds on First Generation to PDF [27081 / zd13713]

Resolves an issue where the View Invoice Form action in Job Management took longer to generate the PDF file the first time (20 seconds to 1 minute) compared to subsequent generate/view operations (2 to 6 seconds).

Cash Receipts Report Showing Payment Date with a Date Offset in BST [27641 / zd8450]

Resolves an issue where a payment for one date is showing on a different date. This happens in instances using differing time zones.

Bid Rates Only Finding First Bid Row [27744 / zd13266]

Resolves an issue where multiple Bid Details for the same Billing Code are assigned Rate Sets with different Rate Set Descriptions (RADs), but a Transaction that should pull rates from that bid only ever sees the first detail for that Billing Code instead of matching by the RADs.

Incorrect Billing and Fc Amounts on Up to and Included Foreign Currency Billing Codes [28260 / zd14908]

Resolves an issue where an Order with a foreign currency Rate Card is populating the Rate of a Transaction from the Billing Code rate and calculating the FC Rate where it should be populating the FC Rate then calculating the Rate.

Credit/Rebill Not Available to Non-Super Users [28461 / zd15274]

Resolves an issue where the Credit/Rebill Action in an Order was not available for non-super users, even if all permissions otherwise would allow it. (This item was previously listed as a Known Issue for v11.3)

Calendar Gadget

Schedule Gadget Displays More than One Booking When More than One Actuals Action Is Applied [29354 / zd15325]

Resolves an issue where a transaction shows twice in the Calendar gadget when it has been actualized, then unactualized, and then actualized again.

Bookings Do Not Show Up in Day or Timeline View of My Schedule [29888 / zd16583]

Resolves an issue where the Calendar Gadget 'My Schedule' did not show certain bookings in certain views due to a problem with time zone conversions.

On the Schedule Book, the Select Items List is Blank for Non-Super Users [29548 / zd16032]

Resolves an issue where, in the Schedule Book, the Select Items List on the Action Menu was blank for non-super users.

Config Files

Report Not Showing Formatting Rule Applied to Layout [25284 / zd11041]

Resolves an issue where manual changes to the criteria of Issue Management reports were not applied to ParamOrderType conditions, which determine the text displayed in the final report output.

Customers

Quick Hold Can be Saved with a Cust ID and a Job Number from a Different Cust ID [24135 / zd10319]

Resolves an issue where assigning a Job to a Quick Hold set the Customer value by default, but did not restrict the user from changing the value to a different Customer, resulting in a mismatch between the Quick Hold and the Job. The REST API has also been enhanced so that if a Job is assigned to the Quick Hold, the Quick Hold will be auto-created with the Job Customer and ignore any API payload customer.

Document Customizations

Unable to Override 'Order' Fields to Work Order Transaction Header Table [24998 / zd11417]

Resolves an issue where Document Customizations to the Work Order Transaction document (Doc ID 10346) did not allow field overrides to the Transaction Header table, i.e. customizing fields from the Work Order level.

Visibility Rules Ignored When Based on a Custom Multi-Select Field Value [26217 / zd12783]

Resolves an issue where Visibility Rules based on custom multi-select fields did not make blocks or tab controls visible correctly.

Trx Phase "external_key" Field is Not Available in DocumentId 355 (JmWoTransactionQhList) [29501 / zd16025]

Resolves an issue where it was not possible to make the External Key of the Transaction Phase available through Document Customizations in the Quick Hold document.

Event Triggers

System is Not Sending Notification Email When Scheduling Exchange Status is Set to 'Accepted' [26348 / zd12729]

Resolves an issue where an Event Trigger configured to send a message when the Work Order Transaction document's Invitation Status ([exchange_status]) field is changed to "A" (for Accepted) did not correctly fire when the specified change is made.

Event Trigger Fails Under Certain Circumstances [28367 / zd15086]

Resolves an issue where Event Triggers were not triggered when the Time Card batch_no matched the Employee header_no.

Framework - UX

Current Division Checkbox Does Not Remain Checked When Also Selecting Max Rows [13148 / zd1818]

Resolves an issue where the Options window did not correctly save the value of the 'View other divisions?' checkbox when the 'Maximum number of rows' field is modified in the same operation.

Export to Excel Does Not Consistently Export Note Fields [13790 / zd2130]

Resolves an issue where the Export to Excel action in MetaVault Library did not consistently export information in Notes fields.

Issue Management

Error when Deleting an IM Session Record, "Save Failed: Document Key Misformatted" [29279 / zd15745]

Resolves an issue where attempting to delete a detail row in Issue Management for Titles returns an error. (This item was previously listed as a Known Issue for v11.3)

Job

Quick Hold Can be Saved with a Cust ID and a Job Number from a Different Cust ID [24135 / zd10319]

Layouts

Visibility Rules Ignored When Based on a Custom Multi-Select Field Value [26217 / zd12783]

Resolves an issue where Visibility Rules based on custom multi-select fields did not make blocks or tab controls visible correctly.

Library Movements

Movement Report Missing [28364 / zd11849]

Resolves an issue where the Movement Report was not showing up in the Navigator.

Media Assets

Production Facility Name is Not Available Under Layout Tools to Add to Metavault Search Layout [24816 / zd10712]

Resolves an issue where the Production Facility Name field was not available as MetaVault Search criteria or results. (It was visible in the Prompts list but not in Layout Editor.)

Media Operations

Estimate Amounts on Budget Details are Inaccurate [28155 / zd14842]

Resolves an issue where the Estimate column of budget details displayed an incorrect amount for a small number of bids.

Media Order

Usability | Source - 'Asset Type' Cursor Focus [27015 / zd13252]

Resolves an issue where the cursor focus in the Media Order document shifted unpredictably when clicking the Asset Type field of a new Source row. This generally happened only when the Order contained multiple existing Sources and network latency caused delays in data retrieval.

Service Due Dates Updating Order Start and End Times when Cancel Selected [27091 / zd12431]

Resolves an issue where updating the Due Date on a Service Row of a Media Order correctly triggers a warning when the Due Date is before the Order Begin Date/Time or after the Order End Date/Time, but incorrectly retains the specified value and updates the Order date/time values when the user clicks Cancel. (This only occurs when the Auto Sync Service Due Date setting is enabled and configured to "Warn" in the Media Order Preferences.)

Service Rule Not Processed as Expected [27268 / zd13721]

Resolves an issue where using a service row Condition based on a value from the 'source asset' did not trigger a status change properly.

MO Service Search - Unable to Search Specs Ending with ] [27281 / zd13891]

Resolves an issue where the MO Service Search failed to retrieve the expected services when searching for Descriptions that end with a closing bracket (]) character.

Receiving "Transaction accrual percentage must not exceed 100%" error [28145 / zd10111]

Resolves an issue where changing Transaction values via Service Rows—namely the Unit value on rows corresponding to a billing package detail—caused a miscalculation of Accrual % amounts on Transactions. This error only happened for billing packages created via Service Rows and did not affect billing amounts, only the accrual calculated values as the system tried to match the master to the detail proration.

NOTE: Accrual calculations occur whether or not a site creates an Accrual order. (This item was previously listed as a Known Issue for v11.3)

Actualize Operations by Unit Not Available for Non-Super Users [28466 / zd14525]

Resolves an issue where the 'Actualize Operations by Unit' action menu item was only available for super users. This item was previously listed as a Known Issue for v11.3)

MO Service Search - Service fields are Read Only in Grid Update [29424 / zd15936]

Resolves an issue where service row fields were not available to edit in Grid Update in the MO Service Row Search.

Version 11 mo_source_usage Permission Issues - Unable to Save Order [29696 / zd16388]

Resolves an issue where attempting to save a Media Order as a non-superuser displays the error, "Save failed.: Attempt to edit a row to mo_source_usage without rights." (This item was added to v11.2 after the initial release.)

Personnel Rules

Scheduling Counter Rule Alerts Not Working [28167 / zd14561]

Resolves an issue where a Scheduling Counter Rule did not trigger the expected alert behavior (i.e., Warning or Warning w/Justification and counter error) when applied to a resource's schedule. NOTE: Warning w/Justification does not prevent saving an order that caused a penalty.

PO Receiving

Removal of the PO Approve Request by Name upon Clicking 'Revise/Reissue' [4650 / tdo172196]

Resolves an issue where setting the PO Status to a 'Request' status did not reset the Approval Request By field along with 'Approved by' and 'Approved date' fields. Note: Setting to an 'Open' status did not clear the approved fields, which is existing functionality.

Prompts & Languages

Visibility Rules Ignored When Based on a Custom Multi-Select Field Value [26217 / zd12783]

Resolves an issue where Visibility Rules based on custom multi-select fields did not make blocks or tab controls visible correctly.

Rental

Delivery Date Field Not Available to Add On Rental Check In/Out Form [20579 / zd7355]

Resolves an issue where the Delivery Date field was not available to add to the Rental Check In/Out Form.

Resources

Changing Resource to One with a Template Does Not Load Template [25721 / zd11621]

Resolves an issue where changing the Resource on a transaction did not load the assigned WO Template for the new Resource.

Grid Update on Scheduling Resources Throws "Layout not found" Error when Trying to Assign Contact to the 'Assign to' Field [27157 / zd13740]

Resolves an issue where the Grid Update: Scheduling Resources area displays a message ("there are no available layouts") and does not present the Contact list when assigning a contact using the "Assign to" field. A workaround is to open the Resource document or use Rapid Update to make the change.

The Default Aisle displays as a Number on the Scheduling Resource List [27158 / zd13785]

Resolves an issue where the Scheduling Resources List displays the ID number instead of the corresponding text description in the Default Aisle column when a Scheduling Resource is assigned a Default Aisle.

Fields in Doc Prompts Not Available to Add to Layout [27327 / zd14007]

Resolves an issue where the Layout Editor did not make the Xmit Service, Xmit Service Profile No, and Xmit Service Spec No fields available in the Scheduling Resources List document (DocID 1315).

Roster Duplication Still Going to Wrong Date [29352 / zd15836]

Resolves an issue where duplicating a Roster item attempts to create the new Roster item one day before the date selected in the Duplicate Roster window. If the selected date is one day after the original Roster item, this triggers an error message, "Roster already exists on {date time} for Resource {resource}". (This item was previously listed as a Known Issue for v11.3)

Roster - Time Off

Disable 'Transaction Type' Editing for Roster Off Time in All But SchResource [27022]

Note: This removes code that has allowed editing the Transaction Type in the Schedule Book Booking windows since version 6.[Updated 19 Aug 25]

Can Edit Roster when Off Type has 'Allow Change' Deselected/Cleared [27159 / zd13462]

Resolves an issue where deselecting/clearing the Allow Change setting in the Off Type Class was not correctly restricting the user from making changes to the Off Types of that class. This issue was introduced in 11.2.

Roster Time Off Mass Duplication Error [27197 / zd13073]

Resolves an issue where trying to duplicate multiple Rosters at once was creating all duplicates for the same date.

Weekly Scheduled Report Does Not Show Rosters That Start Before 05:01 AM on the First Day of the Report [27273 / zd13758]

Resolves an issue in instances with differing time zones where the Weekly Scheduling Report showed Rosters for the wrong date.

Scheduling: Inactive Resources are Available to Select on Rosters and Transactions [28039 / zd13820]

Resolves an issue in the Roster Time Off maintenance window where resources identified as Inactive during the selected date/time range display as available for selection. (Note: the system later returns an error message when attempting to save the new Roster entry, but for efficiency, the inactive resources should not display for selection.) (This item was previously listed as a Known Issue for v11.3)

Schedule Book

Quick Hold Can be Saved with a Cust ID and a Job Number from a Different Cust ID [24135 / zd10319]

Assign New Job from Schedule Book Doesn't Work [25404 / zd11948]

Resolves an issue where trying to assign a Job in the Schedule Book using a right-click option did not work.

Transmission Order - Moving a Transaction on Schedule Book Does Not Load New Billing Code [26218 / zd12826]

Resolves an issue where assigning a different Scheduling Resource to a transaction did not load the new billing code correctly.

A Single-Day Holiday Shows for Multiple Days in the Calendar View of a Schedule Book [26875 / zd13119]

Resolves an issue where a holiday defined for one day (24 hours) was displayed as a full week in the Calendar view of the Schedule Book.

Clicking 'Now' on Schedule Book Makes the Browser Tab Unresponsive [27008 / zd13517]

Resolves an issue where viewing multiple days in the Schedule Book (by clicking the calendar icon and using Shift+click to select multiple dates) and clicking the Now button causes the browser tab to become unresponsive for several minutes and then display an out-of-memory error.

Disable 'Transaction Type' Editing for Roster Off Time in All But SchResource [27022]

Note: This removes code that has allowed editing the Transaction Type in the Schedule Book Booking windows since version 6. [Updated 19 Aug 25]

Schedule Book Performance [27076]

Resolves an issue where the Schedule Book takes a significant time to open due to incorrectly loading Bandwidth Plan information when the Schedule View contains no transmission groups.

Can Edit Roster when Off Type has 'Allow Change' Deselected/Cleared [27159 / zd13462]

Creating a New Roster on the Schedule Book Reflects Incorrect Start Date & Time [27778 / zd13315]

Resolves an issue where a user is logged in a time zone other than base time and creating a roster results in the roster saving with the wrong times.

Actualize Transaction(s) Only Available to Super Users [28218 / zd14939]

Resolves an issue where adding the "Rapid Actualize Document" Right to a Role did not allow a User with that Role to Actualize Transaction(s) via any Schedule Book view for any Scheduling Resource. In addition, the system does not display the Actualize Transaction(s) option on the right-click Edit menu if the user does not have the appropriate right. Note: the "View other divisions" setting in Settings > Options must be selected/checked for the user performing the task.

Quick Hold duplicated to Wrong Dates [29123 / zd15705]

Resolves an issue where duplicating a Quick Hold, Roster Time Off or Order transaction from the Schedule Book may have set the wrong date if the Schedule Book View's display Time Zone was different than their browser Time Zone.

Schedule Gadget Displays More than One Booking When More than One Actuals Action Is Applied [29354 / zd15325]

Resolves an issue where a transaction shows twice in the Calendar gadget when it has been actualized, then unactualized, and then actualized again.

On the Schedule Book, the Select Items List is Blank for Non-Super Users [29548 / zd16032]

Resolves an issue where, in the Schedule Book, the Select Items List on the Action Menu was blank for non-super users.

Schedule Book Displays English Labels when Using French Language Pack [29796 / zd14903]

Resolves an issue where the Schedule Book displayed English text when using certain language packs due to incorrect character encoding in the corresponding language pack files. This issue affected the Arabic (ar), German (de), Spanish (es), French (fr), Italian (it), Norwegian (no), and Brazilian Portuguese (pt-BR) language packs and has been resolved in all of them. (This item was previously listed as a Known Issue for v11.3)

Security

Actualize Transaction(s) Only Available to Super Users [28218 / zd14939]

Actualize Operations by Unit Not Available for Non-Super Users [28466 / zd14525]

Resolves an issue where the 'Actualize Operations by Unit' action menu item was only available for super users. This item was previously listed as a Known Issue for v11.3)

Services & Utilities

Unable to Import Event Trigger XML [27319 / zd13987]

Resolves an issue where importing Event Trigger XML files was not working.

Time Card

Incorrect Day of Week on Payroll Transactions List [31058 / zd17042]

Resolves an issue where the Day of Week column on the Payroll Transactions list showed the day after the Payroll Transaction Date. (This item was previously listed as a Known Issue for v11.3)

Titles

Logged in Division Value Defaulting for New Titles When Preference Set to "No" [25672]

Resolves an issue where the 'Default Division to Title' preference is set to 'No' in Preferences - MetaVault, but the default Division is being applied.

Long Processing Times When Adding Assets to a Title [29418 / zd15749]

Resolves an issue with slow performance when adding hundreds of Assets to a Title. (This item was previously listed as a Known Issue for v11.3)

Error, "Save failed.: Attempt to edit a row to lib_title without rights" [29874 / zd16587]

Resolves an issue where attempting to save a new Asset Rejection record for a Title in Issue Management Asset Rejections. When duplicating an existing record in versions higher than v10.6, the system returned the error, "Save failed.: Attempt to edit a row to lib_title without rights." if the user did not have Edit access to the Title table in Document Column Rights.

Transmission

W/O Type and Phase Class Not Limiting Drop Down Filter in Transmission Orders [23405 / zd9464]

Resolves an issue where search fields in Order lists displayed W/O Type selections to which the user did not have access based on the W/O Type Class assigned to the user, and displayed Phase selections to which the User did not have access based on the Phase Class.

Visualizer - Transmission Service Templates [25468]

Transmission Service Templates have been improved so that cross-service dependencies are saved and applied when assigning to a Transmission Order. This now allows users to create multi-service transmission paths as Service Templates, either manually or from an existing order.

Transmission Order - Moving a Transaction on the Schedule Book Does Not Load New Billing Code [26218 / zd12826]

Resolves an issue where assigning a different Scheduling Resource to a transaction did not load the new billing code correctly.

MCR - Apply Transmission Service Template opens Media Order Service Template list [27191 / zd13699]

Resolves an issue where navigating to Transmission > MCR, selecting one or more Orders, and clicking the Apply Transmission Service Template action (in the Transmission Orders section) displayed the Media Order Service Template list instead of the Transmission Orders Template List.

Visualizer Calendar Resources Not Expanding on Y-axis [28827 / zd15527]

Resolves an issue where the Visualizer Calendar Resources are not Expanding such that bookings show against the wrong resources. (This item was previously listed as a Known Issue for v11.3)

Group [group_code] Not Valid for Parent Code [parent_code] [29016 / zd15572]

Resolves an issue when booking Transmission Services that include Tasks with differing Parent Groups.

Transmission Order Date/Time fields not Updated when Moving Line-Up Time [29039 / zd15655]

Resolves an issue where on a Transmission Order with transactions, when a user changes the time in the field Line Up time, there was no popup to Move/Adjust the order times. Only the Line Up local and UTC times were updated.

With the same setup, the popup Move/Adjust is present in pre-10.x versions, and the Air Begin, Line Up and End times fields are correctly updated.

Error trx_no Already Present When Duplicating Transmission Order Service [29264 / zd15821]

Resolves an issue when duplicating a Transmission Order Service and the error, "Column 'trx_no' is constrained to be unique. Value 'trx_no_value' is already present" was returned.

Transmission Operations List Presentation Layout Doubles the Results on Second Search [29549 / zd16089]

Resolves an issue where the Transmission Operations List presentation layout duplicated results as the user scrolled down.

Visual Path - New Resource Search - Resource Text Search [29597]

The transmission order visualizer's resource search now has the ability to filter the resource list by wildcard search. [Updated 19 Aug 25]

Visualiser Edit Operations Popup Lag or Time Out on Large Amount of Resources [29618 / zd16179]

Resolves an issue where selecting a different Scheduling Group within the visualiser "Edit Operations" popup in a Transmission Order with many resources causes the Web browser to lag severely or time out. (This item was previously listed as a Known Issue for v11.3)

Duplicating Transmission Orders Alters Transaction Durations [29624 / zd16271]

Resolves an issue where duplicating a Transmission Order and changing the Begin/End times of one or more Transactions in the Order incorrectly changed the Duration of some Transactions to 0.

Users

Report Not Showing Formatting Rule Applied to Layout [25284 / zd11041]

Resolves an issue where manual changes to the criteria of Issue Management reports were not applied to ParamOrderType conditions, which determine the text displayed in the final report output.

Update User Settings - Copy and Paste in Dashboard Assignment [25861]

A change has been made in Dashboard Assignments to allow Dashboards to be copied from one user to one or more other users. [Updated 19 Aug 25]

Actualize Transaction(s) Only Available to Super Users [28218 / zd14939]

Transmission Order Save Intermittently Freezes After Adding Services from Visualizer [29754 / zd15968]

Resolves an issue where the system would sometimes freeze when saving a Transmission order after adding services from the Visual Path.

Work Orders

Group Resource List Scheduler Block Date and Time Defaults to 0200 [23370 / zd9771]

Resolves an issue where a Scheduler Block added to the Group Resources List—which is displayed when clicking the ellipsis [...] button in the Resource column—started the visible timespan at 2 am (02:00). Now it starts at 00:00 (midnight). A future enhancement will improve on this by starting the timespan at the start of the currently selected transaction start time.

Usability of Bid Details Row [25005 / zd11304]

Resolves an issue where entering text into an input field in a Bid Detail row of the Bid document, and then quickly moving to another field, sometimes clears the data entered into the previous field.

Allow More Transaction Fields to be Added to Call Sheet Report by Override [25657 / zd1231]

Additional fields have been made available to the Call Sheet Report layout:

Time Card Activity
Custom 1, Custom 2, CB1, and CB2 from Time Card Activity setup
Job Account Rep 1 Description and Email
Job Account Rep 2 Description and Email
Order Account Rep 1 Email
Order Account Rep 2 Email

[Updated 19 Aug 25]

Changing Resource to One with a Template Does Not Load Template

Resolves an issue where changing the Resource on a transaction did not load the assigned WO Template for the new Resource. [25721 / zd11621]

Default Not Assigned Resource for Scheduling Group [26188 / zd1139]

Phase Management of Active/Inactive for Updated (Upd) and Shipped (Ship) [26877]

Phase 'Updated' (Phase Code Upd) may not be inactivated. Phase 'Shipped' (Phase Code Ship) may only be inactivated if the site is not encoded for Rental. [Updated 19 Aug 25]

Schedule Book - Yes to All added to Message When Updating Times for Multiple Work Orders [27259]

A 'Yes to All' button has been added to the message a user receives when trying to update the times of multiple order transactions, and one or more of them fall outside of their order's range. Where previously the user would have to say Yes to each transaction to allow it to expand the order's range, now the user can choose 'Yes to All' to apply it to the current and all other transactions where the message applies. The 'No' option has been changed to a Cancel button to more accurately the behavior, which is to not expand the current order and cancel updates to any remaining transactions. [Updated 19 Aug 25]

Question to Open PO or Not when Add from Trx [27868]

Error When Generating Actualization Report After v11 Upgrade [27958 / zd13129]

Resolves an issue where generating the Actualization Report using the standard layout returned an error after upgrading to version 11.

Performance - Duplicate SQL Joins Causing Poor Performance [28033]

Resolves some issues where the query to retrieve transactions in the Transaction search experienced slow performance.

Transactions Record Can Be Removed Even If the Phase Is Locked [28279 / zd14870]

Resolves an issue where a Transaction Phase was locked for editing but the user was allowed to delete transactions in that Phase if the Order Phase was not locked. NOTE: This is primarily concerned with Transactions edited via Transaction Maintenance and the Order Transactions List. It should also apply to the Schedule Book. It will NOT always apply for Transactions in Media and Transmission Orders that are changed via changes to Service Rows, Sources, or Operations.

Duplicated WO Row Reflects Different Date and Time [29189 / zd15564]

Resolves an issue where editing a Work Order and duplicating one or more Transactions causes the times (and potentially dates) on the newly-created duplicates to differ from the original Transactions. (This item was previously listed as a Known Issue for v11.3)

Job Management Action Menu 'Notify:Work Order' Emails Are Not Being Sent[29781 / zd16459]

Resolves an issue where sending an email to an invalid recipient would cause the outbound email queue to become stuck, preventing additional emails from being sent. (This item was previously listed as a Known Issue for v11.3.)

Jm Work Order Trx: Any Field Updated is Updating Date Changed Field for All Transactions [29947 / zd16390]

Resolves an issue where updating one Order Transaction for the first time shortly after it is created affects the Date Change field value of other transactions in the same Work Order.

Resolved Issues, Release Update 2

Framework / UX

Search by Multi-Select (Document Customization) Returns No Records [29709 / zd16409]

Resolves an issue where custom fields of type 'Dropdown/standard description' did not function correctly in search lists.

Resolved Issues, Release Update 3

Framework - UX

Memory Leak - MCR Auto Refresh [31601 / zd16512]

Resolves an issue where using the MCR on a 1-second refresh interval would cause excessive use of Memory in the user's browser, ultimately determined to be a memory leak.

Note: This has been resolved by fixing a similar issue in the Schedule Book which had the same root cause.

Transmission

Fields Set to Required "On Layout" Are Still Required When Hidden [31584 / zd17798]

Resolves an issue where, when a field is set to be 'Required On Layout', if the field exists on the layout but is hidden by a visibility rule at the tab level, the system still enforces the requirement.

Resolved Issues, Release Update 4

Resources

Not Loading WO Template When Updating The Resource On Schedule Book [29450 / zd15896]

Resolves an issue where adding a Scheduling Resource with an assigned W/O Template to a Work Order, and then replacing that resource with another Scheduling Resource with a different W/O Template, adds both templates to the Work Order. (This item was previously listed as a Known Issue for v11.3)

Schedule Book

Not Loading WO Template When Updating The Resource On Schedule Book [29450 / zd15896]

Transmission

Transmission Order - MOOPERATION Values Not Loading when Dragging to Create Order on SB [31140 / zd14005]

Resolves an issue where transmission order Operation Parameter values were not populated when the order was created from a drag and drop action using the Schedule Book. (This item was previously listed as a Known Issue for v11.3)

Resolved Issues, Release Update 5

Document Customizations

Search Filters Not Working for Custom Fields in Title Search [32007]

Resolves additional issues in some searches including Title Search and Issue Management Search that result in incorrect results when custom fields are used as filter criteria. This leads to the search results not being properly restricted by those custom field values.

Resources

Scheduler Block in Conflicts Window Sometimes Displays Resource Code and not Description [29521 / zd16068]

Resolves an issue where the Scheduler Block on the Conflict Window may display the Resource Code instead of the Resource Description.

Schedule Book

Memory Leak in Schedule Book Causing Freezing and High Browser Memory Usage [31774]

Resolves an issue in the Schedule Book that, over time, would cause freezing and exceedingly high Browser Memory Usage.

Work Order

Scheduler Block in Conflicts Window Sometimes Displays Resource Code and not Description [29521 / zd16068]

Resolves an issue where the Scheduler Block on the Conflict Window may display the Resource Code instead of the Resource Description.

Resolved Issues, Release Update 6

APIs & Integration

Event Trigger - Export Adaptor - wo_no_seq incorrectly formatted as a date when ISO date format is enabled [31811]

Resolves an issue where using Event Trigger with an Export Adaptor, the wo_no_seq field becomes formatted as an ISO date when ISO date format is enabled.

Calendar Gadget

Errors in Schedule Book and Calendar Gadget When Adding Various Notes Fields on Bar & Hover Text [29752 / zd16282]

Resolves an issue where rich-text notes are added to bar or hover text in the Schedule Book or Calendar Gadget, and an error occurs claiming the note can't be found. The same should apply to the rich text notes that are available for other documents.

NOTE: Not all rich-text notes are available to be added to bar and hover text. This is by design. For orders, only the Order Note and Spec Notes are available. (This item was previously listed as a Known Issue for v11.3)

Job

Work Order Notes Won’t Load From Job Screen (and Other Documents That Have Child Grids) [31020 / zd16341]

Resolves an issue where notes are not loaded on layouts that contain both note icons on cards and note icons on grids. Affects many standard layouts as well as likely many custom layouts.

Media Order

Combine Checkbox Creating Billing Issues [30339 / zd14412]

Resolves an issue where cloning a Media Order, if the parent MO has the "Combine" checkbox selected, this selection will carry over to the cloned order as expected. However, after updating the spec block, the "Combine" checkbox becomes unchecked, even though the linked sources remain unchanged. Despite this, the system retains the checkbox's previous state (checked), resulting in two sources and one target, which causes a billing issue. This issue cannot be cleared without unlinking sources.

Additionally, if the parent Media Order has this issue and is cloned, the billing issue will be carried over to the new MO.

Scheduled Reports

Scheduled Reports (Created Before v10.6) With ‘Auto Resource’ as Recipient, Are Not Sent to the Recipients Post Upgrade to v10.6+ [31339 / zd14564]

Resolves an issue where Scheduled Reports with 'Auto Resource' as the recipient are not sent out to resource recipients after upgrading to v10.6 or higher.

Schedule Book

Errors in Schedule Book and Calendar Gadget When Adding Various Notes Fields on Bar & Hover Text [29752 / zd16282]

Time Card

'Flat Tiers' Payroll Rule Prevents Time Card Save [31477]

Resolves an issue where using 'Rate Factor only, no Unit' Payroll Rules configured to use Flat Amount Tiers to determine the Payroll Amount sometimes resulted in the sum of the units not matching the hours logged. (This item was previously listed as a Known Issue for v11.3)

Transmission

Transmission Service Resource Issue with New Orders Created by API POST Call [31357 / zd17474]

Resolves an issue where using the REST API /XmTransmissionOrder endpoint to create a Transmission Order with a Service was not assigning the resources.

Cannot Scroll to the Right in the Services Block on the Standard Transmission Layout [31994]

Resolves an issue where, in the standard Transmission Order layout, the Services block displays a horizontal scrollbar that was not functional. Users needed to press the Tab key within an existing row to access fields beyond the visible area.

Resolved Issues, Release Update 7

[Updated 27 Aug 2025 and 8 Sep 2025]

APIs & Integration

GET Call to Lookup Projects with a Certain Value Returns All Results Instead of Matching Results [32430 / zd18548]

Resolves an issue where Custom Parameter Fields in certain searches are not applied to the query, resulting in an unbounded retrieval. [Updated 28 Aug 2025]

Framework - UX

Saving the Order Transactions is taking Long Time after Cancelling Calendar Invite (Deleting Order Transaction) [32052]

Resolves an issue where deleting an Order Transaction took longer than expected (1-2 minutes instead of several seconds) when a new transaction that matched an Event Trigger was created, saved, and then deleted in a short period of time.

Restore Full Visibility Rule Functionality for Instruction Text [32104 / zd18303]

Resolves an issue where a visibility rule for Instruction Text, based on another field’s value, displays the Instruction Text regardless of the condition.

Roster - Time Off

Roster Time Off - Enable Transaction Type Editing [32494]

When editing a Roster Time Off from the Schedule Book, the Transaction Type is once again editable. [Updated 28 Aug 2025]

Resolved Issues, Release Update 8

[Updated 29 Aug 2025]

Bids / Budgets

Bid Load Actuals Issue [32156 / zd18376]

Resolves a known issue where, in a Bid using the same Billing Code twice with different unit types and Bid Linking enabled, actuals may have been loaded to the first instance instead of matching the selected bid detail row.

Document Customizations

Service Template List Order Type dropdown is empty [32154 / zd18370]

Resolves a known issue where a custom 'dropdown/standard description' type field showed values only for super users.

Framework, Dashboards, Fundamentals

Customer Field Do Not Perform Search Against Company Name Anymore (All Lookups from List Filters) [32370 / zd18462]

Resolves a known issue where Smart Lookups failed to open the search window after entering a partial match and tabbing out (or clicking the ellipsis), preventing users from completing searches when multiple or no matches were found.

Issue Management

Rapid Update Unresponsive When Selecting Rows with Different Session Category No [32126 / zd18249]

Resolves a known issue where the IM Sessions Rapid Update became unresponsive when selecting rows that had different values in the 'Session Category No.' field.

Roster - Time Off

Time Off Request Only User Can Duplicate 'Approved' Time Off [31041 / zd16930]

Resolves an issue where a user who was set up to only request Off Time could effectively "approve" a newly created Off Time by duplicating an approved existing record.

Scheduling

Work Order Conflicts Not Showing on Booking Bars in Schedule Book [31689]

Resolves an issue where, when a Work Order had one or more transactions in conflict, other non-conflicting transactions on the same Work Order did not display the Work Order conflict indicator (red underline) on their booking bars in the Schedule Book.

Roster Screen: Resource Code Search Does Not Autocomplete and Returns Error [32298 / zd18505]

Resolves a known issue where searching for Roster Time Offs using a partial resource code resulted in a QKey error instead of auto-populating the matching resource or presenting options when multiple matches existed.

Transmission

Unable to Change a Transmission Transaction Billing Code BEFORE First Making a Change to the Document or clicking Save [31399 / zd17172]

Resolves an issue where a user could update a Transmission Order transaction billing code linked to a Service or Operation, despite being warned that the update cannot be done in Transactions. By design, these types of transactions should never allow direct updates to the billing code. Allowing this can lead to incorrect billing, as the Media/Transmission order logic is not in the transaction maintenance for certain types of rate cards.

Work Orders

Error When Deleting A Record From Assign To Order Conflict [28257 / zd14733]

Resolves an issue where the conflict window did not allow the user to remove a resource from the Order to resolve the conflict if the preference to check conflicts by an Assign To Group was enabled.

Resolved Issues, Release Update 9

[Updated 8 Sep 2025]

Framework - UI

Web Client - Memory Leak [32497]

Resolves an issue where the Web client application did not release memory promptly under certain circumstances, including (but not limited to): certain list documents set to auto-refresh; opening the Schedule Book view that contains many resources and bookings and editing one or more items; using the drag-to-fill feature on grids; sorting grid results using the header or the right-click menu.

Scheduling

Intermittent Time Shift when Adjusting Transmission Order Durations via Drag in Schedule Book [32247 / zd18292]

Resolves an issue where, intermittently, adjusting Transmission Order durations by dragging booking edges in the Schedule Book causes the order to momentarily disappear and reappear several hours ahead on the timeline, instead of reflecting the correct adjusted time.

Work Order Template Loading Multiple Times, Creating Duplicates [32299 / zd18503]

Resolves an issue where creating a Work Order in the Schedule Book for a Resource configured to load a template, the template may load multiple times, resulting in duplicate transactions for other Resources included in the template.

This only applies to the creation of Work Orders from the Book. Media and Transmission Orders have limited functionality with Group/Resource templates that will not be addressed by this item.

Resolved Issues, Release Update 10

[Updated 22 Sep 2025]

Framework, Dashboards, and Fundamentals

Users Unable to Create Work Orders When Order Type is From Other Division [32182 / zd18390]

Partially resolves an issue where field value searches for the Order Type and Phase fields provide results based on cached values instead of updated parent field criteria (such as Division). This sometimes causes outdated or invalid options to appear after the parent field is changed. In this release, clicking the arrow to display the list returns the correct values; clicking or tabbing into the field will be addressed in a future release.

Control Number Issue in Production [32413 / zd18302]

Resolves an issue where opening the Document Log from a Control Number produced errors, including “internal error, document not set to writable before being modified” or “A newer version of this document is required for editing.”

Scheduling

Converting Quick Hold to Work Order Triggering Conflict [31813 / zd18025]

Resolves an issue where converting a Quick Hold into a Work Order triggered a conflict, which prevented the operation from completing. This only occurred when the Job Management module preference 'Conflict Display Mode' was set to "Prevent Save."

Quick Copy Order(s) Function Doesn't Snap to Fixed Time Intervals on Schedule View/Book [32237 / zd18381]

Resolves an issue where the Quick Copy feature in the Schedule Book did not snap to the configured 15-minute interval, resulting in irregular start or end times (e.g., 4:18 instead of 4:15).

Resolved Issues, Release Update 11

[Updated 22 Sept 2025]

Bids / Budgets

Large Error When Running Monthlies (Budget Detail Search) Report for Certain Jobs [31993 / zd18173]

Resolves an issue where running the Bidding Monthlies report may have resulted in a "Failed to enable constraints" error, due to duplicate data rows violating expected uniqueness rules in the underlying dataset.

Framework, Dashboards, and Fundamentals

Users Unable to Create Work Orders When Order Type is From Other Division [32182 / zd18390]

Resolves an issue where field value searches made by clicking and typing directly into a field, rather than selecting from its dropdown, return results based on cached values instead of updated parent field criteria (such as Division). This sometimes causes outdated or invalid options to appear after the parent field is changed. This completes the initial work done for this item in Release Update 10.

Media Order

Suspend, Complete, and Update Operation Status Actions not Working From Operation List [28517 via 32661]

Resolves an issue where Operation Status updates are disabled in layouts based on the Operations Sources table rather than the Operations table. This works in standard 11.1 and there is no custom code surrounding this functionality.

Time Card

Time Card Allocation Slow Performance [32591 / zd18694]

Resolves an issue where Time Card performance is degraded, resulting in slow response times when saving, loading schedules, or allocating activities.

Users, Roles, and Security

Error Saving Changes to User - Save Failed: Old Generation must be Odd Numbered [32461 / zd13873]

Resolves an issue where a "Save Failed: Old generation must be odd numbered" error occurs when attempting to delete a Role from a User record.

Resolved Issues, Release Update 12

[Updated 6 Oct 2025]

Framework, Dashboards, and Fundamentals

Web Client Memory Leak Part II [32731]

Resolves an issue where the Web client application did not release memory promptly under certain circumstances, as part of an ongoing effort to improve the efficiency of the Web client application.

Default Specs Window and Other Popup Windows Won't Save & Close [33768]

Resolves an issue where the Save & Close button on certain pop-up windows, including the Default Specs and Export Security and Defaults windows, did not apply any changes or close the pop-up window as expected.

Jobs, Orders, Billing (Job Management)

Changing Order Type Resets the Billing Rate on the Transactions [32653 / zd18765]

Resolves an issue where updating an order's Order Type field sets transaction Billing Rates to 0.00.

Resolves an issue where the Web client application did not release memory promptly under certain circumstances, as part of an ongoing effort to improve the efficiency of the Web client application.

MetaVault Library / Asset & Title Management

On MetaVault Search, Media Assets and Titles Lists, Clear Button Does Not Clear Dropdown Criteria [33876]

Resolves an issue where the Clear button in MetaVault Search does not reset the dropdown criteria on the Media Assets and Titles lists.

Scheduling

Scheduling Group on View Not Displaying all Resources [33775]

Resolves an issue where Scheduling Resource information was sometimes not showing in the Y-axis of Schedule Book views.

Auto-Load Template Loads on a Duplicated Order Causing Double Trx [33857]

Resolves an issue where duplicating a Work Order with a Template in the header caused the template to reload during duplication, resulting in duplicated transactions and inflated billing amounts. The system now only appends template transactions if a new template is selected during duplication; otherwise, existing transactions and the header value are copied as-is.

Error Message & Failure to Print - MO & Xmit Orders in 11.3 [33864]

Resolves an issue where attempting to view or print the Order form for a Transmission Order or Media Order that contained one or more Transactions failed with the message, "Object reference not set to an instance of an object."

Enhancements, Release Update 13

[Updated 15 Oct 2025]

NextGen Mobile

Rebranded

The Mobile application has been rebranded with the new Xytech product logo.

Calendar Navigation

Navigation arrows for Previous and Next Week arrows have been added to the date selector on the Calendar.

Loading bar

A Linear loading bar indicator has been added to visually inform users about the status of ongoing processes.

System down

If the application is unavailable users are now presented with the correct messaging and instructions.

Stability improvements

Enhancements to stability have been incorporated at the framework level.

Transmission

Visualizer Option to Display Service Profile & Spec on Path [25837 / zd12519]

The visualizer in Transmission Orders now has the ability to display the Profile and Spec description under the Service description as a persistent user preference. This is enabled directly from a button on the visualizer and can be pre-set in user setup.

APIs and Integrations

Standardize orchestration API endpoints under a common base URL [29686]

Benefit: Orchestration endpoint API users now only need single base URL address for all REST API endpoints

Change: This only affects a group of 'orchestration' endpoints that have so far been used internally appart from when authenticating with JWT method.

Previously, the authentication endpoints were located at:
{{baseURL}}/orchestration/api/v2/database/{{dbName}}/auth/login
{{baseURL}}/orchestration/api/v2/database/{{dbName}}/auth/refresh

The new REST API base URL for orchestration endpoints has been updated to the following standardized format:
{{baseURL}}/api/v2/database/{{dbName}}/orchestration/auth/login
{{baseURL}}/api/v2/database/{{dbName}}/orchestration/auth/refresh

Resolved Issues, Release Update 13

[Updated 15 Oct 2025]

Scheduling

Global Access to all divisions without selecting division [33025 / zd19135]

Benefit: Users with access to multiple divisions are now able to view bookings across all accessible divisions simultaneously without manually switching to each division.

Change: Corrects an issue unintentionally implemented with the addition of the Group Classes feature.

Enhancements, Release Update 14

[Updated 22 Oct 2025]

Transmission

Visualizer - Add Parent Group in Resource Search [29600]

The Transmission Order Visualiser has been enhanced to now support Parent Group selection on the Resource Selector display. This now allows users to be able to first filter Groups by a Parent Group when assigning Group or Resorce to a Transmission Operation.

Visualizer - Align Visualizer Path to the Top Left when opening Order [25836 / ZD12518]

An enhancement has been made to the transmission visualiser where upon opening an existing transmission order the visual path will always appear aligned to the top left corner or the canvas. This is to facilitate users building transmission paths from left to right, while maximising the canvas workspace. Additionally, a button has been added to the canvas, so that at anytime the user can position the visual path to the top left of the canvas.

Visualizer - Option to Display Service Profile & Spec on Path [25837 / ZD12519]

Visualizer - Resource List to display added resources or removed bookings before saving the order [29598]

The visualiser's Resource Selector now displays booked resources before the order is saved. This means that any resources added to the order before saving the order will display as as booked and conflicting when displayed in the Resource Selector display giving teh user a more accurate understanding of what's available.

Visualizer - Word Wrap Resource Description on Popup Window [29261 / ZD15822]

The visualiser resource selector will now word wrap resource descriptions when they are too long to fit within the column. This now means that for sites that have long resource descriptions, the full description can be viewed ensuring the correct resource is selected.

Resolved Issues, Release Update 14

[Updated 22 Oct 2025]

Transmission

Visualizer - Resource List performance delay [32107]

Benefit: Reduces the time users have to wait to display booked resources.

Change: Resolves an issue with the visualiser resource selector where there is a delay when populating the display with existing bookings.

Visualizer - not showing block text in Resource Selector [32244]

Benefit: Users find it easier to identify booked resources.

Change: Resolves an issue where booking blocks on the Transmission Visualizer were not displaying Order Description text.

Jobs, Work Orders, Billing

FC Rate Changes When Work Order Begin/End DateTime is Changed [32672 / ZD 18667]

Benefit: The correct Foreign Currency Rate is calculated when adjusting the order end time

Change: Resolves an issue where an order's Foreign Currency Rate is updated when the end time is adjusted.
This enforces long-standing logic:

If Rate Card has no Currency, then the FC Rate should always calculate from base
- True if user manually selects a Currency other than base on the Order itself
- This assumes that I'm working in base but I need to send the invoice or see values in the other currency
If Rate Card has Currency, then base should calculate from FC
- This assumes that I'm working in FC and I'll need to see what's in base as well
The exception to above if when the user manually enters either base or FC rates. Those should work exactly as stated, calculating the other from the one that was manually changed.

Bids / Budgets

Large Error When Running Monthlies (Budget Detail Search) Report [32883 / ZD18173]

Benefit: Ensuring duplicate data rows are not created allows Bidding Monthlies to run without error.

Change: A unique index was created which ensure that duplicate data rows will not exist.

Time Card

Unable to Delete Activities on Time Card Batch [33794 / ZD19271]

Benefit: Users can successfully delete Time Card Activities linked to Order Transactions.

Change: Resolves an issue where deleting Time Card Activities linked to Order Transactions fails, with activities reappearing after save due to an apparent Billing Unit restriction.

Unable to Split Payroll Transactions on a Time Card Batch - Payroll Transactions [33900 / ZD19276]

Benefit: Users no longer receive an error when trying to split a Payroll Transaction.

Change: Resolves an issue where splitting a Payroll Transaction within the Payroll Transac

Payroll Rules, Scheduling Counters & Personnel Rules

Changing End Time Changes Payroll Rule Automatically [33840 / ZD19275]

Benefit: As long as an existing Payroll Rule is still applicable to the new time range, it won't be set back to the Resource default.

Change: A pre-check was added to the logic keeps the current Payroll Rule as long as it is still valid for the adjusted time range.

Scheduling

Resources list doesn't get refreshed on move operation in SB Item document [33881]

Benefit: Users can now successfully move Schedule Book Items using drag.

Change: Resolves an issue where moving Resources and newly-added Items in the Schedule Book Select Items window to re-organize them using the drag icon did not successfully move the items.

Enhancements, Release Update 15

[Updated 29 Oct 2025]

API & Web Hooks

REST API ability to download an attachment using a GET call [32961]

The ability to download an attachment via an API GET endpoint has been added to the Xytech REST API v2 to let clients download stored attachments by their attachment number.

Endpoint: GET {server}/api/v2.0/{database}/GetAttachment/{attachmentNo}

Behavior:

200 OK – returns the file (binary) for the given attachment number
- Includes Content-Type (e.g. PDF, PNG, XLSX) so the client knows the format
- Includes Content-Disposition with the original filename so browsers download it correctly
404 Not Found – attachment number doesn’t exist or isn’t accessible
400 Bad Request – invalid attachment number
500 Internal Server Error – unexpected error handled by our standard logging/error helpers

Mobile

Mobile Calendar: Show indicator dots on date selector [31831]

In the NextGen Mobile Calendar, a ‘.’ under a date indicates there is one or more booking for that date.

Benefit: Users may now see at a glance days where they have bookings and where they are free.

Change: Dots beneath the Date have been added to indicate a booking exists.

Resolved Issues, Release Update 15

[Updated 29 Oct 2025]

Media Order

Error When Searching for Media Orders by Title Using Document Customization Override [32951 / zd19014]

Resolves an issue where searching on a custom field built as a Document Customization override of the Primary Source's Title data results in an internal error.

Benefit: Users are now able to search for data using document customization field overrides in queries

Change: Duplicate table joins were removed from the query and the correct filter criteria used in the SQL query.

Page Becomes Unresponsive Upon Change of Media Order Phase to "Ordered" [32953 / zd19054]

Resolves and issue where a Media Order became unresponsive when moving from a Draft phase to an Ordered phase.

Benefit: Moving a Media Order from Draft phase to Ordered is now more efficient.

Change: The notification of changes between systems was enhanced to make fewer round-trips.

MetaVault Library

Unable to Enter Length Values with Frames [27044 / zd13480]

Resolves an issue where the Media Asset document does not allow the user to enter the number of frames as part of the Length field, which was possible using Document Customizations in a previous version. The mask for entry now continues to allow a semi-colon.

Benefit: Users may now enter proper drop-frame time codes in Media Assets

Change: The data entry mask now includes ';' as an available token.

Media Assets - Invalid entry in Segment time fields with Drop Frame enabled [28153 / zd14375]

Resolves an issue where an invalid value is allowed when entering TC In and/or TC out values for segments on an Asset where the Standard has Drop-Frame enabled.

Benefit: Timecode in/out values are now properly validated against the Drop-Frame standard notation.

Change: Drop-Frame masking has been updated

Scheduling

Calendar Gadgets Not Displaying New Work Orders [34137 / zd19680]

Resolves an issue where new work order bookings were not showing up on Calendar Gadgets when the begin time overlapped an existing begin time.

Benefit: Customers who overlap bookings are now able to see multiple booking for the same time span in the Calendar Gadgets.

Change: When a calendar gadget is set to display orders (not transactions) and there are multiple orders with the same begin time, the logic that checks duplicate bookings now compares the wo_no_seq and job_no in addition to the transaction no when eliminating duplicates.

Loading W/O Template Removing Existing Transactions Lines [34917 / zd19907] [Updated 31 Oct 25]

Resolves an issue where, when an Order is created in Schedule Book for a Resource with a template affixed, the parent resource and any additional resources not defined in the template are removed from the Transactions.

Benefit: Users may now drag on Resources that have associated templates to create a new work order and the W/O Template will not overwrite the Transactions.

Change: The logic has been modified to ignore the W/O Template that is defaulted from the resource through the dragging on the Schedule Book. After the first save, subsequent changes to the W/O Template field will prompt the user to select the action to be taken. In this scenario, the typical response would be to 'Yes Append'.

Time Card

Load Scheduled from Time Card Batches does not load all transactions.[33909 / zd19143]

Resolves an issue where new Time Card Batches were incorrectly defaulting to the user’s logged in division, even when the “Default Current Division” option was unchecked under Preferences → Time Card.

Benefit: Customers who do not divisionalize their time card batches can now take advantage of un-checking the 'Default Current Division' option in Time Card Preferences

Change: When the 'Default Current Division' option in Time Card Preferences is unchecked, the user's current division no longer defaults into the division field on a new Time Card batch.

Enhancements, Release Update 16

API & WebHooks

OAuth2 authentication method added to Outbound Connection [24893]

Webhooks has been enhanced to provide OAuth2 (Client Credentials method) authentication capability. OAuth2 authentication parameters are stored when setting up the Outbound Connection.

NextGen Mobile

Refresh Backend for get-doc-rights [32158]

Resolves an issue in the NextGen Mobile that resulted in a long delay when changing a user's access rights.

Benefit: System administrators may now change a user's access rights to documents affecting the use of the NextGen Mobile app and the end user will immediately see the change.

Change: The logic that refreshes the user rights in the REST API has been reworked to start with a fresh copy of the Granted Rights before checking for the specific document.

Resolved Issues, Release Update 16

Job Management

‘Load Actuals Template for Each Selected' Loads First Action Row at Bottom of Grid [32489]

Resolves an issue where loading an Actual Action Template into the Work Order Actuals window with the 'Load Actuals Template for Each Selected' option places the first Action at the bottom row instead of at the top.

Benefit: Actuals Templates for Each selected item now place the action rows in the appropriate position in the grid, eliminating confusion on what was actually loaded.

Change: Logic in the Grid when inserting rows has been reworked to retain the proper sort order resulting in new rows landing in the appropriate sequence.

60 seconds to load Invoice Form [34002 / zd19477]

Resolves an issue where View Invoice sometimes would take up to one minute to open the Standard Invoice Form.

Benefit: Users are now able to open The Standard Invoice Form in a reasonable amount of time.

Change: Script logic in the Standard Invoice Form layout has been altered to only process columns actually being displayed on the form.

IMPORTANT: Custom report layouts for the Invoice Form may need revising to improve performance.

Media Order

Special Character in Operation Target File Name Truncates Target Source File Name [32877 / zd18206]

Resolves an issue where, in Media Orders, entering a Target File Name containing a semicolon (;) causes the corresponding Storage File field on the linked Target Source to truncate the value, potentially resulting in missing file references in the Operation list.

Benefit: Target File Names may now include a semicolon (;).

Change: The Expression parser now includes logic to handle special characters including the semicolon (;). Previously this character was incorrectly signalling an 'end of filename' to the parser.

MetaVault Library

Unable to Enter Length Values with Frames [27044 / zd13480]

Benefit: Users may now enter proper drop-frame time codes in Media Assets.

Change: The data entry mask now includes the semi-colon (;) as an available token.

Scheduling

Opening 'Items' in Schedule Book Takes ~75 Seconds [33793 / zd19170]

Resolves an issue where, in certain conditions, opening the 'Items' selection pop-up could take upwards of a minute.

Benefit: The user is now able to open the 'Items' selection pop-up in a reasonable amount of time, thus improving overall efficiency.

Change: Performance issues when opening the 'Items' selection pop-up in the Schedule Book have been corrected by reworking the opening validation logic.

Inconsistent Behavior in the Counter Rule Evaluator List when using the Group Resource List as a filter [32867 / zd19027]

In the Counter Rule Evaluator Utility, using the Resource criterion opens the Group Resource List. This list allows the user to see all the Groups to which a Resource belongs. However, the Group and Resource search selection will only define which Resources are returned to the utility. Neither Group or Resource criteria will filter transactions by the Group(s) selected as all transactions must be retrieved to correctly calculate penalties. The Group criterion will allow for retrieving transactions for all the Resources in the Group while the Resource criterion will define specific Resources. With the latter, it does not matter what Group(s) are selected for the Resource.

Change: Which Counter Rule applies is as follows:

When criteria has no Group, the Resource's Counter Rule applies.
When one Group is entered, Counter Rule will come from Resource (if not null), then Resource in the Group (if not null), then Group (if not null).
When multiple Groups are entered, the same hierarchy applies. If the Rule is to come from the Group, it will come from the first one.

Create Days Off Utility Not Processing Multiple Resources [29920 / zd16696]

Resolves an issue in the Create Days Off Utility where it did not create Off Time when multiple Resources were selected.

Benefit: The Create Days Off Utility may now be used in conjunction with selecting multiple Resources, thus streamlining the time off creation process.

Change: The Create Days Off Utility has been reworked to recognize that multiple resource codes (separated by a semicolon (;)) have been passed from the resource selection pop-up.

15-Minute Increment Validation (Mask) Not Working [28499 / zd15301]

Resolves an issue when trying to Quick Add from the Calendar Gadget and a 15-minute mask -- DT15 -- has been applied to fields in the Quick Add document. The mask was not limiting entry to 15-minute intervals.

Benefit: Users of the Quick Add feature of the Calendar Gadget may now depend on the 15-minute increment to control booking lengths.

Change: The timepicker logic was reworked to properly interpret the correct increments.

Order Duplication Across Daylight Savings Time Alters Start Time [33901 / zd19217]

Resolves an issue where editing a transaction before copying its order across a daylight savings time change causes the end time on the copied transaction to shift one hour later.

Benefit: Users that duplicate orders from before to after a daylight savings time change will no longer experience unexpected time shifts.

Change: Logic that establishes the Start/End times of a booking when crossing over a daylight savings time change has been revised to retain the existing start/end time when modifying the dates.

Resource Availability List Is Not Returning Rosters and Time Off Types: Other Time Off and Roster Day On [32573 / zd18430]

Resolves an issue where Off Time bookings with a 'Full Day' Off Type are not included in Resource Availability results, leading to incomplete availability data.

Benefit: The Resource Availability query now takes into account Rosters and Time Off entries resulting in a more accurate picture of a given resource's availability.

Change: Logic in the Schedule Conflict checker has been updated to recognize the appropriate Roster and Time Off entries when calculating availability.

Transmission

Unable to save transmission order after selecting a Group for an Operation [32077]

Resolves an issue when saving a transmission order where an error was returned when selecting a Group for an Operation from the Visualiser.

Benefit: Users may now select the Scheduling Group for a transmission operation directly from the Visualiser without error.

Change: The API used for updating the Transmission order directly from the Visualiser was updated to handle null values when changing the group.

Duplicate lease notifications displayed when multiple users edit the same Transmission Order concurrently [33842 / zd18612]

Resolves an issue where excessive leasing alerts were received while editing a Transmission Order when another user attempted to edit the same order using the visualizer.

Benefit: The user is no longer annoyed by multiple lease request alerts when using the visualiser when another user also is working on the same Transmission Order.

Change; The logic that generates the alerts has been revised to remember that it has already sent an alert in any given situation.

System / Framework

Thread was being aborted / Task was canceled resulting in users unable to log in [33753 / zd19162]

Resolves an issue where unnecessary, unconditional resolution of GL Year and accounting periods in the search-loading path introduced lock acquisition in a high-throughput code path. Under concurrency, this produced lock contention and occasional deadlock, resulting in a server node outage.

Benefit: Node outages caused by resolution of the GL Year and accounting periods have been eliminated.

Change: The logic around GL Year and Accounting period resolution was revised to remove the potential for a deadlock.

Enhancements, Release Update 17

API & Web Hooks

API Health Status Endpoint [36366]

An API health status endpoint that reports a node's operational status has been added so that monitoring systems can determine whether the node is healthy, degraded, or unavailable.

The health monitoring endpoint is:

`GET api/v2/Diagnostics/Health`

The endpoint supports the optional parameter:

`s=true|false`

When `s=true`, the endpoint returns extended diagnostic information, including thread counts, memory usage, and CPU pressure.

Sample Response:

{
    "NodeNo": 1,
    "StatusCode": "OK",
    "LastPollingUpdate": "2025-11-24T18:17:17.2630659-08:00",
    "PollingThreadWarning": false,
    "Databases": [
        {
            "DBID": 0,
            "Status": "Normal",
            "ErrorMessage": null,
            "SessionStatusMessage": null
        }
    ],
    "ThreadCount": 122,
    "WorkingSetBytes": 425361408,
    "PrivateMemoryBytes": 328884224,
    "CpuUsagePercent": 0.2
}

When `s=false` or omitted, only the essential health information is returned.

The endpoint must return the following status codes:

200 OK – Node is healthy and operational.
500 Internal Server Error – Internal backend failure such as an unavailable database.
503 Service Unavailable – The service is shutting down.

If the node is operational but degraded, the endpoint must include **Warning headers** using defined warning codes such as:

`Warning: 199 - System operating in degraded mode due to backend issues.`

The response body must include node and system diagnostic details, including:

Node number
Status code
Last polling update timestamp
Polling thread warnings
Database status list
Thread count
Working set memory
Private memory
CPU usage percent

{
    "NodeNo": 1,
    "StatusCode": "OK",
    "LastPollingUpdate": "2025-11-24T18:17:17.2630659-08:00",
    "PollingThreadWarning": false,
    "Databases": [
        {
            "DBID": 0,
            "Status": "Normal",
            "ErrorMessage": null,
            "SessionStatusMessage": null
        }
    ],
    "ThreadCount": 122,
    "WorkingSetBytes": 425361408,
    "PrivateMemoryBytes": 328884224,
    "CpuUsagePercent": 0.2
}

Framework, Dashboards, Fundamentals

Editable Grid Date Entry Enhancements [30991]

A keyboard shortcut to Add Rows within simple editable grids has been added. You can now quickly append a new row in a simple editable grid using 'Ctrl + ↓ ' or 'Alt + Plus' key located on the numeric keypad, sometimes referred to as numpad or ten-key. You must be focused on the grid you would like to add a row to for this to work.

This shortcut does not function in tree grids (e.g., Bid Details or nested grids)

Benefit: This enhancement reduces mouse clicks by eliminating the need to manually click the Add (+) icon above the grid.

Technical Change: Added else conditions to the Document Controller.

Note: There is a known issue with dropdown behavior and this shortcut. If the focused element within the grid is a dropdown, pressing the shortcut will sometimes display the dropdown options for a moment, and append a new row. Additionally, you can now also use this shortcut to quickly open a new record from a list.

Example: While on the Jobs list press 'Ctrl + ↓' and a new tab will open with a new job."

Jobs, Orders, Billing (Job Management)

Check Conflicts Before Saving Order - Manual Action [26232]

The 'Check Conflicts' or 'Conflicts' action for order transactions in Order and Transaction maintenance has been modified so that no save is required. This allows a user to make changes to resources and check for conflicts without committing the resource first.

Payroll Rules, Scheduling Counters & Personnel Rules

Counter Rule Evaluator List Improvements [26275]

The Counter Rule Evaluator List utility has been updated as follows: More transaction, order and job values have been made available to add to the Transaction table.

A Summary table has been added that will list all the retrieved Counters Counter Amount and Counter Unit totals by Counter Type. This table is NOT included in the Export to Excel that was recently added.

Two report documents are now available from the utility window.

The 'View Report' button at the top of the actions menu will access the report that prints the separate blocks as seen in the utility window.
The 'Counter Rule List Report' is a report version of the flattened data as seen in the Export to Excel option.

Scheduling Counter Penalty Alert Type 'Counter Error' [27532 / zd14091]

The 'Conflict Display Mode' option in Scheduling Preferences has been expanded to include a new option, 'Prevent Save - Counter Rule Blocks'. With this setting active, any penalty with Alert Option set to 'Counter Error (Blocking)' will show in the Conflict window but will not allow save. The new option is also available as a user preference override in 'Conflict Dsp Mode'.

The existing 'prevent Save' option in the preferences options has been relabeled as 'Prevent Save - All'.

Custom Pay Periods -> Scheduling Counter Rules Feature Request [28216 / zd14934]

Within Scheduling Counter Rules, there are some penalties that use a Pay Period. 'Hours per Pay Period' is an example of one of these penalties. To date, this has been defined by a field with a hard-coded list of options: Weekly, Bi-Weekly, Semi-Monthly, 4 Week, Monthly, Annual and Custom. 'Custom' has historically been only for custom code.

With this change, 'Custom' is now linked to a new option field which opens a pop-up screen where the user can define date ranges for the pay period. The setup is very similar to defining Periods in the GL Year setup list. With this addition, a penalty may now be set up for half, quarter or third of a year, for example. The pay periods are specific to the penalty being edited.

Minimum Rest of Weekly Work Hours Feature Request [29456 / zd16004]

A new Penalty has been added for Scheduling Counter Rules called 'Minimum Rest in Previous Week'. It is designed to compare the earliest begin time of a person's week to the latest end time of the previous week and if that duration is under a threshold, then count the number of hours worked in the previous week. If hours worked is over another threshold, the penalty is triggered.

The penalty is defined by:

From and To values for the duration between end time and begin time.
'Minimum Hours' for the number of hours worked in the previous week.
'Applies to Type' indicating which types of transactions count towards the number of hours worked.

Scheduling Counter Rule Alerts to work with Prevent Save Feature Request [33906 / zd19397]

In Scheduling Counter Rules, certain Penalty Types can be set up with an Alert Option of either 'Counter Error' or 'Warn w/Justification'. The first setting is meant to prevent users from saving a transaction when the penalty has been triggered. The same is similar but will allow save if the user also enters a justification (text).

The following changes have been applied: New options have been added to the Check Conflicts option in Scheduling Preferences:

Prevent Counter Rules: this option will prevent Counter Rule penalties on transactions but allow scheduling conflicts.
Prevent Scheduling: this option will prevent scheduling conflicts but allow Counter Rule penalties.
Prevent: this existing option will prevent all conflicts.

A database change has moved where the justification text is stored for the 'Warn w/Justification' Alert Option. There should be no visible change to the end user but this change makes it easier to find the field for reports, exports and APIs. This new field is in the transaction table and can be made visible in the Transaction and Roster Time Off documents.

A new 'Penalty Override' value has been added to transactions. This is for the Counter Error and Warn w/Justification Alert Options and, when checked, allows save of the penalty conflict. It is recommended that sites use standard role security to limit editing of this field to only those with "administrator" privileges.

Resolved Issues, Release Update 17

API & Web Hooks

Using PUT Call to update a contact duplicates sys_phone information [29046 / zd15536]

Resolves a REST API issue where using a PUT call to update a contact resulted in duplicated sys_phone details.

Filter out service rows with empty datetime fields [31712 / zd17942]

Benefit: REST API users can now query for null values on datetime fields.

Change: Resolves a REST API issue where when querying datetime fields for null values resulted in HTTP 500 errors.

Example query syntax to exclude null values:

query={""service_date_completed"": {"$ne":"|NULL|"}}."

Bids / Budgets

Bid Rates Only finding first Bid Row [34057 / zd18741]

Resolves an issue where, when a Billing Code appeared multiple times on a Bid with different rates and related Orders existed, approving the Bid with Recalculate Open Orders applied the rate from the first instance of the Billing Code to the Order Transactions. Recalculating the Order Transaction rates manually corrected the rates, but the appropriate rates should have been applied during Bid Approval in this scenario, and now are.

Framework, Dashboards, Fundamentals

Issue with hyperlink/qkey when creating Alerts via REST API [27504 / zd14015]

Resolves an issue where a POST command to the /XeAlert API endpoint did not correctly apply the specified 'qkey' value when creating the alert.

Document Customizations for Media Order - Service Rows Table - Reference Doc Fields for Profile Table are Missing Fields [32702 / zd18878]

Resolves an issue where, in Document Customizations for Media Order (DocID 10819), the Reference Doc Field dropdown did not display the full set of available standard and custom fields when adding a new Override Standard Field entry under Service Rows.

Layouts do not display when using HTTP://... [34962]

Resolves an issue where using HTTP URLs were not displaying the layouts.

Benefit: Anyone accessing the site using unsecure HTTP URLS, such as self-hosted sites or those testing installs, will now work as expected displaying the document layouts.

Change: Removes a browser dependency on requiring a secure (HTTPS) environment.

Alert Delivery - Prevent Browser and Thread Exhaustion When Excessive Alerts Are Sent [35834]

Resolves an issue where excessive alerts sent to the browser were not throttled. When large volumes of alerts accumulated, the system attempted to render each one, causing browser instability and backend thread exhaustion.

Media Order

Service Due Date failing to update Order Start [28043 / zd13961]

Resolves an issue where updating Source Due Date to a value before the Order Start Date wasn't updating the Order Start Date.

Inactive Templates Displayed inside Bulk Media Orders [29494 / zd15974]

Resolves an issue where inactive templates are available to select in the Bulk Media Order utility.

Benefit: Improves the user experience when selecting a template in the Bulk Mediar Order utility.

Change: Inactive templates are no longer shown to the user when selecting a template using the Bulk Media Order utility.

Scheduling

NULL DateTime Values Show as '01-01-0001 12:00AM' on SB Bar/Hover Text [30982 / zd16924]

Resolves an issue where null Air Dates show as 12:00AM when included in the bar/hover text in the Schedule Book.

Off Type Conflict Check Not Working, and Find Conflicts is Not Available in Off Type Actions Menu [31178 / zd16958]

Resolves an issue where Find Conflicts is not available in the Off Type actions menu, despite there being a rights code for it. A second issue is that Off Type Conflict Checking is not working for Other Time Off bookings.

Time Card

Payroll Transactions Miscalculation [34358 / zd19434]

Resolves an issue where Payroll Transactions were not correctly calculated according to employee Payroll Rules. In some cases, entries at the beginning of the week are triggering overtime calculations earlier than expected, resulting in inaccurate totals displayed in Payroll Transactions.

Time Card Batch Rapid Update error from Time Card Batch Detail Search [34636 / zd19587]

Resolves an issue where performing a Rapid Update on a Time Card Batch from the Time Card Batch Detail Search results in an unhandled error message.

Change: An incorrect column name was used in the Rapid Update process.

Transmission

Visualiser - inconsistent display of text on booking block after saving order [36273]

Resolves an issue where the Visualiser resource selector failed to display text on the booking block for saved orders.

User Setup, Roles, Security Classes & Login Security

Job Confidentiality still allows order creation through Navigator/ Schedule Book [32434 / zd18583]

Resolves an issue where users restricted to view-only access for Jobs and Work Orders through a Confidentiality Class can still create new Orders from the Navigator or Schedule Book and assign Jobs to them.

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