trueChart Help

Release Notes (KPI-CHAT)

Owned by Derrich Schleich
Last updated: Apr 23, 2024 by Justin de Kock

v2024.3.0

Bug Fixes

• Adjusted the links to TCMC and Settings within the KPI-CHAT weblink to dynamically receive the service path.

v2024.2.0

Bug Fixes

• Resolved the issue where deleted channels were inadvertently recreated during synchronization.

v2023.6.0

Features & Improvements

• Drag and Drop of Filter Sorting
• Users are now able to reorder their filters by dragging and dropping. 

Bug Fixes

• KPI-CHAT error in the console, when KPI-CHAT has not been installed, has been resolved.
• KPI-CHAT usernames in the chat history are now updated when the user details are changed on the TRUECHART Management Console.  

v2023.5.0

Features & Improvements

• Loading indicators have been added.
• Ability to close Archived messages after they have been loaded has been added.

Bug Fixes

• Burger button on Direct / Notifications is now functioning.
• Error 500 when channels no longer exist issue has been resolved by adding error handling.

v2023.4.0

Features & Improvements

• Last known filter & sorting 
• The filter panel now opens by default and the last known filter is saved when updating a filter on a channel. 
• Filter content now adheres to data permissions and only shows filters available to the user. 
• Only users that are not Admin users, can be added to KPI-CHAT permissions as consumers.

Bug Fixes

• Forwarding archived messages shows no detail in direct message issue has been resolved
• Forwarded Archived Messages Remain Displayed After Deleting issue has been resolved 
• Corrected the defect where the wildcard filter "*" would assume as a separate filter instead of showing all available filters.  
• PowerBI Text Format Send & Cancel Button in small visuals were not visible - this defect has been resolved.

v2023.3.0

Features & Improvements

  • User Permissions for System Administration allocation has been restricted for privacy and security purposes.
  • List sorting and filtering have been enhanced
    • Lists are now sorted by name and header sorting and filtering are enabled.
    • Users are now able to filter @mentions on the filter panel
  • Search Channel functionality has been enhanced, to allow users to search in the selected channel's chat history across all filters they have access to.

Bug Fixes

  • The issue where Anonymous users were created when a user logs in with an email with a domain linked to it, has been resolved.
  • PowerBI extension - missing icons issue has been resolved.
  • maxPoolSize limit has been increased, and the bottleneck in database connections has been resolved.
  • MySQL Data permissions were not functional with multiple dimension values - this issue has been resolved.

v2023.2.0

Features & Improvements

  • Message forwarding has been enhanced to include a simplified user selection.
  • Tagging users in a chat can now be shortened to their first name only, and clicking on the name of the tagged person, triggers and email.
  • Channel name character limit has been set to 64, and should a user enter a channel name that exceeds 64, the name will be truncated.
  • Filter Data Permissions Search now recognizes wildcard (*)
  • Table 2.0 - Toaster confirmation has been added when forwarding or replying privately on a message.
  • All 3rd party dependencies have been updated across all products.

Bug Fixes

  • Reply/Forward to a new Direct message causes a blank screen defect has been resolved.
  • QSense visual requires a user to expand before being able to capture details defect has been resolved.


v2023.1.0

Features & Improvements

  • Private Replies/Forwarding
    • Added the ability to respond to a message received in a channel and reply privately to the user creates/enters the direct channel between the two users with a screenshot/quote of the message being responded to.
    • Added the ability to forward a message from a channel directly to a user of the same channel
  • Pin/Unpin Messages
    • Added functionality to pin and unpin messages in Channels and direct messages. you are also able to click on the pinned message banner to scroll to that message.
  • Pin/Unpin Channels
    • Two groupings have been added to the channel cards, namely, pinned and recent.
    • A pin icon has been added to the channel cards, and when clicked it will "pin" that channel for that user, and add the channel to the "pinned" grouping.
    • Pinned channels can be reordered by "drag and drop".


Bug Fixes

  • Special Characters
    • Channel Name and Channel description now accept special characters.
  • Email link in PowerBI
    • KPI-CHAT email link to "BI Platform" now directs the user directly to the correct app.


v2022.7.0

Features & Improvements

  • Tab Select from the Name dropdown list
    • Users can now use the Tab key to select a user from the @ select name list.
  • Auto Archive Messages
    • Users can now set up Automatic Archiving for KPI-Chat Messages in the TRUECHARt Management Console.
  • Direct Messaging
    • Users can now collaborate directly with a specific person in KPI-CHAT
  • API Key Token
    • Implemented custom anonymous API keys that can be used to authenticate to the server without having to call the /sign in endpoint and pass user credentials. This allows for a more robust method to allow remote integrations without sacrificing security.
  • Auditing
    • Auditing has been added to KPI-CHAT

Bug Fixes

  • Self Signed certificate error
    • The sync error when using a Self Signed Certificate has been resolved.


v2022.6.1

Features & Improvements
• Screenshot / Clipboard pasting
• KPI-CHAT now allows Clipboard image pasting, directly into the chat.


Bug Fixes
• Qlik Cloud - User Authentication Issue - This issue has been resolved
• User Permissions - Data Permission restrictions for "Consumer Only" type users have been resolved.
• Double Messages in Table 2.0 - The issue where messages would display twice in specific instances, has been resolved.

v2022.6.0

Features & Improvements

  •  Screenshot / Clipboard Image pasting
  •  Paste images into the Rich Text Editor
  •  Send a message with multiple images
  •  Click on the images to enlarge and download the original sizes (for Qlik Sense and Webapp).
  •  Lazy Load Channel Messages - 25 messages are loaded by default but can be changed to the desired number in the properties.
  •  Anonymous Consumers are supported.

v2022.5.2


The new version of KPI-CHAT has just been released !

We are excited to introduce the latest version of KPI-CHAT, same features, better performance, better looking.

  • Features & Improvements
    •  KPI-CHAT Core has been separated from TRUECHART to enhance performance
    •  New and improved User Interface, for easier navigation
    •  Comment, reply and delete comments on specific data points
    •  Create and Update channels
    •  Search channels
    •  Get notifications on Unread messages
    •  Implement rigorous Data Permissions


v2022.3.1

Features & Improvements
• Retain User Subscription - The channel Administrator can now enable this option, which would restrict users from unsubscribing from a channel, and therefore ensuring all users receive notifications for that channel.
• Text Edit Box Default - To allow more visual space for the user to view messages, the default on the text edit box has been set to minimized.


Bug Fixes
• Two Emails on Immediate Notifications - The application will only send one email when the notifications is set to Immediately.

v2022.1.0


Features & Improvements
• Custom Visual on Microsoft PowerBI - KPI CHAT is now available as a Custom Visual on PowerBI
• Handle drill-down dimensions on PowerBI for KPI-CHAT filters - all assigned selections within the custom visual, are available for the filter data dimension dropdown
Bug Fixes
• Reply, Edit & Delete messages in Table 2.0 for KPI CHAT error has been resolved and all these functions are now available again.


Editing channels after creation

Note that creating filters on channels after it has been used by consumers already will cause messages, sent prior to filter creation , to be lost. 


We are aware of this issue and will notify users via our Release Notices when it has been rectified


v2021.2.0

Features & Improvements
• Role Management has been enhanced for user experience and also adheres to the same functionality and expected behaviour as the TCMC User Management facility

v2021.1.2

Bug Fixes
• Upgraded the KPI CHAT email template to no longer make use of base 64 format images;
• Updated KPI CHAT password encryption.

KPI-CHAT v2021.1.0

Features & Improvements

  • Permissions
    • User permissions have been enhanced and now allows you the capability to control who can see and contribute to chats.
    • Admin users can be specified per channel, giving you more control.
  • KPI CHAT now functions similarly to the popular chat applications you know and love with added functions now available such as:
    • Unread Message Count display
    • Ability to Archive channel
    • Ability to Delete a message
    • Ability to "Reply" to a specific message in a channel
    • Ability to "Edit" a sent message
    • Ability to search Channels
  • KPI CHAT is also now available in both English and German.
  • You can now customize colours and themes on the application to match your company’s Corporate Identity.


Known Issues

  • PowerBI - When the "All" filter is used, the full list displays in the header – this is not circumventable at this point, as this is a function of the BI Tool

KPI-CHAT v2020.11.1

2021-02-03

Features & Improvements

  • New permission: KPI-CHAT System Administrator [KC-1112]
  • Provide password to get access on newly synced channels [KC-1114]
  • Cant @ users in kpi chat that don't have an email address set [KC-1208]

Bugfixes

  • Text Editor is Missing when opening a channel through email link and messenger [KC-1186]
  • Sync: service must not check permission schemes for sync related APIs [KC-1182]
  • Can't delete user that has ever triggered a sync [KC-1181]

KPI-CHAT v2020.11.0

2020-11-30

Features & Improvements

  • General
    • Extend the bulk import to cover KPI-CHAT user permissions [KC-1111] 
    • Multi-Tier Support with initial channel synchronization [KC-580] and synchronization for users, groups & admins [KC-1113]
    • Option to set general and individual channel user subscriptions to get update notifications [KC-1014]
  • KPI-CHAT 4 Qlik Sense & KPI-CHAT TRUECHART Integrations
    • Expression support for channel filters [KC-663]

Bugfixes

  • Exception while using a notification link to KPI-CHAT Messenger [KC-1109]
  • Wrong name allocation for the current user in chat panel after name changes [KC-1119]
  • Numeric filter values are not applied using a notification link to KPI-CHAT Messenger [KC-1135]
  • Error when adding the admin as a regular user during channel creation [KC-1137]

KPI-CHAT v2020.9.2

2020-10-10

Features

  • Qlik Sense Enterprise Cloud Support [HICO-45230]
  • Show "Anonymous" as a user name for anonymous users  [KC-1090]
  • KPI-CHAT for Qlik Sense
    • Add option to show/hide the full screen and snapshot/more buttons on the object [HICO-45228]

Bugfixes

  • General
    • Wrong channel messages based on notification BI URL [KC-1077]
    • No channel updates on new messages without a selected filter [KC-1078]
  • TRUECHART Integration
    • Image missing after channel creation within TRUECHART data context measures [KC-1053]
    • KPI-CHAT at Table 2.0: Chat popup closes while clicking on a user element in notification select box [KC-1079]

KPI-CHAT v2020.9.0

2020-09-29

EPICs

  • Initial release of KPI-CHAT Messenger Application [KC-25]
  • Initial release of KPI-CHAT for Qlik Sense Extension (incl. Qlik Sense mashup support) [KC-41]
  • Initial release of KPI-CHAT cell type integration within TRUECHART [KC-35]
  • Initial release of KPI-CHAT table 2.0 integration within TRUECHART [HICO-44777] 
  • Full cross-platform support for KPI-CHAT on:
    • Qlik Sense,
    • Microsoft Power BI [HICO-45062],
    • Microsoft Office 365 Excel [HICO-45063] and as
    • Standalone Web-Application (KPI-CHAT Messenger)

Features

  • Add KPI-CHAT license handling into TRUECHART service [KC-358]
  • Channel Users & Groups permissions [KC-472] 
  • Channel Administrators & permissions [KC-323]
  • Channel data filters [KC-384] 
  • Data-dependent chat message view & edit rights [KC-646]

    • Data security rule configuration UI (manual) [KC-863]

    • Data security rule CSV-File import in TRUECHART service [KC-907]

    • Data security rule AD-import in TRUECHART service [KC-908]

  • Mail notifications by @-mentions [KC-507]
    • Add optional Mail-Address to the user in TRUECHART management console [KC-518]
    • Add Mail configuration section in TRUECHART management console [KC-521]
  • Extend TRUECHART Service with KPI Chat License [KC-358] and new KPI-CHAT user groups (Consumer & Administrator) [KC-320]
  • Integration of KPI-CHAT (Qlik Sense extension & KPI-CHAT Messenger web application) in TRUECHART installer [KC-429 & KC-454]
  • Support KPI-CHAT extension download and provide KPI-CHAT Messenger access link in TRUECHART management console [KC-1048]



v2023.1.0

Features & Improvements

  • Private Replies/Forwarding
    • Added the ability to respond to a message received in a channel and reply privately to the user creates/enters the direct channel between the two users with a screenshot/quote of the message being responded to.
    • Added the ability to forward a message from a channel directly to a user of the same channel
  • Pin/Unpin Messages
    • Added functionality to pin and unpin messages in Channels and direct messages. you are also able to click on the pinned message banner to scroll to that message.
  • Pin/Unpin Channels
    • Two groupings have been added to the channel cards, namely, pinned and recent.
    • A pin icon has been added to the channel cards, and when clicked it will "pin" that channel for that user, and add the channel to the "pinned" grouping.
    • Pinned channels can be reordered by "drag and drop".


Bug Fixes

  • Special Characters
    • Channel Name and Channel description now accept special characters.
  • Email link in PowerBI
    • KPI-CHAT email link to "BI Platform" now directs the user directly to the correct app.


v2022.7.0

Features & Improvements

  • Tab Select from the Name dropdown list
    • Users can now use the Tab key to select a user from the @ select name list.
  • Auto Archive Messages
    • Users can now set up Automatic Archiving for KPI-Chat Messages in the TRUECHARt Management Console.
  • Direct Messaging
    • Users can now collaborate directly with a specific person in KPI-CHAT
  • API Key Token
    • Implemented custom anonymous API keys that can be used to authenticate to the server without having to call the /sign in endpoint and pass user credentials. This allows for a more robust method to allow remote integrations without sacrificing security.
  • Auditing
    • Auditing has been added to KPI-CHAT

Bug Fixes

  • Self Signed certificate error
    • The sync error when using a Self Signed Certificate has been resolved.


v2022.6.1

Features & Improvements
• Screenshot / Clipboard pasting
• KPI-CHAT now allows Clipboard image pasting, directly into the chat.


Bug Fixes
• Qlik Cloud - User Authentication Issue - This issue has been resolved
• User Permissions - Data Permission restrictions for "Consumer Only" type users have been resolved.
• Double Messages in Table 2.0 - The issue where messages would display twice in specific instances, has been resolved.

v2022.6.0

Features & Improvements

  •  Screenshot / Clipboard Image pasting
  •  Paste images into the Rich Text Editor
  •  Send a message with multiple images
  •  Click on the images to enlarge and download the original sizes (for Qlik Sense and Webapp).
  •  Lazy Load Channel Messages - 25 messages are loaded by default but can be changed to the desired number in the properties.
  •  Anonymous Consumers are supported.

v2022.5.2


The new version of KPI-CHAT has just been released !

We are excited to introduce the latest version of KPI-CHAT, same features, better performance, better looking.

  • Features & Improvements
    •  KPI-CHAT Core has been separated from TRUECHART to enhance performance
    •  New and improved User Interface, for easier navigation
    •  Comment, reply and delete comments on specific data points
    •  Create and Update channels
    •  Search channels
    •  Get notifications on Unread messages
    •  Implement rigorous Data Permissions


v2022.3.1

Features & Improvements
• Retain User Subscription - The channel Administrator can now enable this option, which would restrict users from unsubscribing from a channel, and therefore ensuring all users receive notifications for that channel.
• Text Edit Box Default - To allow more visual space for the user to view messages, the default on the text edit box has been set to minimized.


Bug Fixes
• Two Emails on Immediate Notifications - The application will only send one email when the notifications is set to Immediately.

v2022.1.0


Features & Improvements
• Custom Visual on Microsoft PowerBI - KPI CHAT is now available as a Custom Visual on PowerBI
• Handle drill-down dimensions on PowerBI for KPI-CHAT filters - all assigned selections within the custom visual, are available for the filter data dimension dropdown
Bug Fixes
• Reply, Edit & Delete messages in Table 2.0 for KPI CHAT error has been resolved and all these functions are now available again.


Editing channels after creation

Note that creating filters on channels after it has been used by consumers already will cause messages, sent prior to filter creation , to be lost. 


We are aware of this issue and will notify users via our Release Notices when it has been rectified


v2021.2.0

Features & Improvements
• Role Management has been enhanced for user experience and also adheres to the same functionality and expected behaviour as the TCMC User Management facility

v2021.1.2

Bug Fixes
• Upgraded the KPI CHAT email template to no longer make use of base 64 format images;
• Updated KPI CHAT password encryption.

KPI-CHAT v2021.1.0

Features & Improvements

  • Permissions
    • User permissions have been enhanced and now allows you the capability to control who can see and contribute to chats.
    • Admin users can be specified per channel, giving you more control.
  • KPI CHAT now functions similarly to the popular chat applications you know and love with added functions now available such as:
    • Unread Message Count display
    • Ability to Archive channel
    • Ability to Delete a message
    • Ability to "Reply" to a specific message in a channel
    • Ability to "Edit" a sent message
    • Ability to search Channels
  • KPI CHAT is also now available in both English and German.
  • You can now customize colours and themes on the application to match your company’s Corporate Identity.


Known Issues

  • PowerBI - When the "All" filter is used, the full list displays in the header – this is not circumventable at this point, as this is a function of the BI Tool

KPI-CHAT v2020.11.1

2021-02-03

Features & Improvements

  • New permission: KPI-CHAT System Administrator [KC-1112]
  • Provide password to get access on newly synced channels [KC-1114]
  • Cant @ users in kpi chat that don't have an email address set [KC-1208]

Bugfixes

  • Text Editor is Missing when opening a channel through email link and messenger [KC-1186]
  • Sync: service must not check permission schemes for sync related APIs [KC-1182]
  • Can't delete user that has ever triggered a sync [KC-1181]

KPI-CHAT v2020.11.0

2020-11-30

Features & Improvements

  • General
    • Extend the bulk import to cover KPI-CHAT user permissions [KC-1111] 
    • Multi-Tier Support with initial channel synchronization [KC-580] and synchronization for users, groups & admins [KC-1113]
    • Option to set general and individual channel user subscriptions to get update notifications [KC-1014]
  • KPI-CHAT 4 Qlik Sense & KPI-CHAT TRUECHART Integrations
    • Expression support for channel filters [KC-663]

Bugfixes

  • Exception while using a notification link to KPI-CHAT Messenger [KC-1109]
  • Wrong name allocation for the current user in chat panel after name changes [KC-1119]
  • Numeric filter values are not applied using a notification link to KPI-CHAT Messenger [KC-1135]
  • Error when adding the admin as a regular user during channel creation [KC-1137]

KPI-CHAT v2020.9.2

2020-10-10

Features

  • Qlik Sense Enterprise Cloud Support [HICO-45230]
  • Show "Anonymous" as a user name for anonymous users  [KC-1090]
  • KPI-CHAT for Qlik Sense
    • Add option to show/hide the full screen and snapshot/more buttons on the object [HICO-45228]

Bugfixes

  • General
    • Wrong channel messages based on notification BI URL [KC-1077]
    • No channel updates on new messages without a selected filter [KC-1078]
  • TRUECHART Integration
    • Image missing after channel creation within TRUECHART data context measures [KC-1053]
    • KPI-CHAT at Table 2.0: Chat popup closes while clicking on a user element in notification select box [KC-1079]

KPI-CHAT v2020.9.0

2020-09-29

EPICs

  • Initial release of KPI-CHAT Messenger Application [KC-25]
  • Initial release of KPI-CHAT for Qlik Sense Extension (incl. Qlik Sense mashup support) [KC-41]
  • Initial release of KPI-CHAT cell type integration within TRUECHART [KC-35]
  • Initial release of KPI-CHAT table 2.0 integration within TRUECHART [HICO-44777] 
  • Full cross-platform support for KPI-CHAT on:
    • Qlik Sense,
    • Microsoft Power BI [HICO-45062],
    • Microsoft Office 365 Excel [HICO-45063] and as
    • Standalone Web-Application (KPI-CHAT Messenger)

Features

  • Add KPI-CHAT license handling into TRUECHART service [KC-358]
  • Channel Users & Groups permissions [KC-472] 
  • Channel Administrators & permissions [KC-323]
  • Channel data filters [KC-384] 
  • Data-dependent chat message view & edit rights [KC-646]

    • Data security rule configuration UI (manual) [KC-863]

    • Data security rule CSV-File import in TRUECHART service [KC-907]

    • Data security rule AD-import in TRUECHART service [KC-908]

  • Mail notifications by @-mentions [KC-507]
    • Add optional Mail-Address to the user in TRUECHART management console [KC-518]
    • Add Mail configuration section in TRUECHART management console [KC-521]
  • Extend TRUECHART Service with KPI Chat License [KC-358] and new KPI-CHAT user groups (Consumer & Administrator) [KC-320]
  • Integration of KPI-CHAT (Qlik Sense extension & KPI-CHAT Messenger web application) in TRUECHART installer [KC-429 & KC-454]
  • Support KPI-CHAT extension download and provide KPI-CHAT Messenger access link in TRUECHART management console [KC-1048]