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Usability improvements for the Web Admin Suite

The following usability improvements for the Web Admin Suite have been made.

New page for page customizations overview (#657389)​

The Web Admin Suite has been extended by the new page Page customizations in the Web Client menu. It provides a centralized overview of all settings made in the Web Client, so that the user can see all defined values at a glance. In addition, the values can be updated. Problematic values can be removed to restore their default value, which is particularly useful if a customization causes issues in the Web Client.

Configuring other attributes

If you want to set values for not yet defined attributes, you need to open the respective page in the Web Client, and click Enable page customization in the main menu.

Usability of webhooks improved (#662361)​

The Webhooks page has been enhanced to provide clearer information for users. The description in the page header has been extended to help the users understand the purpose of webhooks. Additionally, an info icon has been added next to the HMAC checkbox. The respective tooltip explains the purpose of HMAC for securing webhook requests.

New page for authentication settings (#662619)​

The Web Admin Suite has been extended with the new page Authentication in the System settings menu. It centralizes the configuration of everything related to authentication, providing a comprehensive and user-friendly interface for administrators.

The page allows to select the authentication method. It consists of several sections:

  • Email templates: Templates for emails regarding password reset, notifications about blocked accounts and two-factor authentication.
  • Password policy: Settings to define the password policy, if database authentication is used.
  • LDAP: Settings for adding one or more LDAP configurations, if LDAP authentication is used.
  • Two-factor authentication: Settings to enable two-factor authentication for the Web Client and Web Admin Suite, to configure the required email code and possibilities to skip two-factor authentication on recognized devices or for certain users.
  • OIDC in the Web Client: Settings for configuring OIDC for the Web Client.
  • OIDC in the Web Admin Suite: Settings for configuring OIDC for the Web Admin Suite.
  • Authentication protection: Settings to enable protection against brute force attacks for different types of accounts, and to configure the notifications about blocked accounts and automatic unblocking of accounts.

For each setting, there is an info box explaining its meaning. In addition, the page header includes status indicators which show the completeness of the configuration.

Validations for missing scripts in widgets added (#662659)​

The Widgets on welcome page section of the Portal configurations page has been enhanced by adding validations for missing scripts. If a script of the type News publisher or Widget visualization used in a widget is renamed or deleted, a validation message is now shown in the section header. In the widget details, a validation message is displayed underneath the script field. This ensures that users are immediately aware of any misconfigurations due to non-existing scripts.

Historization in DWH disabled by default (#662859)​

When setting Transfer to DWH to True for a data field, the setting Field value omitted from DWH history is now set to True automatically, so that the field history will not be transferred to the data warehouse. This prevents the creation of DWH tables which are not needed in most situations. If the history of a data field is required for reporting, you can set Field value omitted from DWH history to False.

Name of case field setting improved (#662875)​

The setting to use a case field as a grouping criterion is now called Grouping criterion for case list and detail search because it is relevant for both the case list and the grid view of the detail search.

Missing properties documentation added (#662901)​

The documentation for the properties eviction.maxIdle and statistics.enabled from the module cmas-core-cache has been added to the System properties page.

Global portal settings extended (#663170)​

The Global portal settings page in the Web Admin Suite has been enhanced to include additional authentication-related settings regarding LDAP and two-factor authentication. This makes it easier for the administrators to configure authentication and get an overview of the current settings.

The following changes were made:

Authentication tab:

  • New section LDAP: Button to create a new LDAP configuration with the settings Base DN, Password, Provider URL, Search attribute, User DN. Only available if LDAP is configured as an authentication method.
  • New section Two-factor authentication: Settings to enable or disable two-factor authentication for CM/Track V3, to configure the length and validity of the email code, to define the users who can bypass two-factor authentication, and to configure the feature to skip two-factor authentication on recognized devices.
  • New section OIDC in CM/Track V3: Section to group the already available OIDC settings.

Credentials tab:

  • Template for two-factor authentication added

Copying of data fields improved (#663364)​

When clicking the Create field button in the Clone field dialog of the Case fields, Contact fields or Resource fields page, the users will now automatically switch to the newly created field. Alternatively, they can click the new Create field and continue button to stay on the current page.

This aligns the behavior with other parts of the application where users are directed to the new entity upon duplication, while still offering an option to stay in the current location.

Tooltip for cut off role names (#663448)​

The Roles page has been enhanced to display a tooltip with the complete role name when hovering the name of a role which is cut off due to its length. This improvement ensures that users can easily view the full name of any role.

Handling of display templates improved (#663576)​

Templates which are used for defining contact, resource and user display names should not contain line breaks to avoid layout issues in the Web Client. The warning which is shown when such a template is saved with line breaks has been enhanced:

  • If the template uses the FreeMarker option <@compress single_line=true>, no warning is shown.
  • If the template does not use the FreeMarker option <@compress single_line=true>, the warning includes a hint about this option.

Remember page after session timeout (#663687)​

The Web Admin Suite now remembers the page and entity that a user had open before an automatic session timeout. After logging back in, the users are redirected to their previous work context rather than the default dashboard page. This reduces the disruption caused by sessions timeouts because the users do not need to navigate back to their previous location manually.

Behavior of the workflow table adjusted (#663969)​

When a user clicks a workflow row on the Workflows page, the workflow is directly opened in a new tab, allowing for easier access and quick editing. The details panel with the workflow settings can be opened by clicking the Edit icon in the workflow row.