{"id":51226,"date":"2021-07-14T08:54:16","date_gmt":"2021-07-14T00:54:16","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=51226"},"modified":"2026-08-17T23:17:51","modified_gmt":"2026-08-17T15:17:51","slug":"shift-log-release-4-9-8","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/shift-log-releases\/shift-log-release-4-9-8\/","title":{"rendered":"Shift Log Release 4.9.8"},"content":{"rendered":"<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-1223\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png\" alt=\"\" width=\"100\" height=\"115\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon.png 248w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-130x150.png 130w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-21x24.png 21w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-31x36.png 31w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2015\/02\/P2_RGB-Shift-Log-Icon-42x48.png 42w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/a><\/p>\n<p class=\"intro-text\">P2 Shift Log version 4.9 builds on the capabilities of Shift Log 4.0 and later.\u00a0It adds requested enhancements around shift management, and addresses several issues raised by customers.<\/p>\n<p class=\"intro-text\">In subsequent releases, we have added more options around securing entries and workbooks, added more options for sharing entries, and introduces a new feature called Form Actions, which allows pre-defined sharing configurations to be set up by administrators. Our new Reporting Data Mart also makes it possible for external queries to be written to extract data from Shift Log, in an easy to use format for use in other systems such as Power BI or SSRS.<\/p>\n<p class=\"intro-text\">Shift Log 4.9.8 includes the ability to assign an entry to a role, a new Post-Processing Rule to create an entry, and the ability to set a hierarchy starting point for Entity fields.<\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\" style=\"border-top: #cccccc 1px solid;\">Assign Entry to Role<\/h2>\n<p class=\"intro-text\">Entries are now able to be assigned to a role, which improves transparency within teams and makes it easier for them to self-manage their work.<\/p>\n<p class=\"intro-text\">Entries are now able to be assigned to a role, which improves transparency within teams and makes it easier for them to self-manage their work. In the Assigned To list on the entry dialog, you can choose from a role or a user, which are differentiated by distinct icons. If an entry is assigned to a role, all users with that role will receive a notification in Explorer.<\/p>\n<p class=\"intro-text\">In the Assigned To list on the entry dialog, you can choose from a role or a user, which are differentiated by distinct icons. If an entry is assigned to a role, all users with that role will receive a notification in Explorer.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51229 size-medium\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2-600x249.png\" alt=\"\" width=\"600\" height=\"249\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2-600x249.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2-768x319.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2-150x62.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2-48x20.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image002-2.png 834w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/a><\/p>\n<p class=\"intro-text\">Entries can also be assigned to a role by using the Rules Engine, and users with that role will receive an Explorer notification. Note that emails are not able to be sent to roles yet, this feature will be coming in the near future.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image003-1.png\" rel=\"lightbox-2\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51230\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image003-1.png\" alt=\"\" width=\"300\" height=\"414\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image003-1.png 549w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image003-1-109x150.png 109w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image003-1-35x48.png 35w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-medium wp-image-51231\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1-600x344.png\" alt=\"\" width=\"600\" height=\"344\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1-600x344.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1-768x440.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1-150x86.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1-48x28.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image004-1.png 864w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p class=\"intro-text\">This functionality is enabled as an option on Fields of type \u2018User\u2019, in P2 Server Management, so you can choose to enable roles for specific fields, and leave the others as user-only fields.<\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\" style=\"border-top: #cccccc 1px solid;\">Post Process Rule to Create Entry<\/h2>\n<p class=\"intro-text\">A new Action has been added for Post Processing Rules to enable an entry to be created when certain conditions are met.<\/p>\n<p class=\"intro-text\">This is a step forward in automated entry creation and results in improved work efficiency with less repetition.<\/p>\n<p class=\"intro-text\">For example, an entry can be automatically created when a checkbox is selected.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001.png\" rel=\"lightbox-3\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51232\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-600x391.png\" alt=\"\" width=\"1000\" height=\"652\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-600x391.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-768x501.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-150x98.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-1080x704.png 1080w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-1280x834.png 1280w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001-48x31.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image001.png 1402w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/p>\n<p class=\"intro-text\">The entry can also be pre-filled with information copied from the original entry.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1.png\" rel=\"lightbox-4\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-51233\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1-600x502.png\" alt=\"\" width=\"750\" height=\"628\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1-600x502.png 600w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1-150x126.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1-48x40.png 48w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image005-1.png 736w\" sizes=\"auto, (max-width: 750px) 100vw, 750px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2 class=\"page-subheading\" style=\"border-top: #cccccc 1px solid;\">Entity Field Starting Point<\/h2>\n<p class=\"intro-text\">In fields of type Entity, users can now configure <em>Workbooks<\/em> to restrict the entities that are available for selection, if this has not been done at the Field level. This means that only the relevant entities can be shown, which would make filling out an entry faster and less error-prone.<\/p>\n<p class=\"intro-text\">This configuration Is available in the Dialog View of the Case, General, and Log entry components.<\/p>\n<table style=\"border-collapse: collapse; width: 100%;\">\n<tbody>\n<tr>\n<td style=\"width: 50%;\">\n<p class=\"intro-text\"><em>\u2018Override Hierarchy Filter\u2019 allows the starting point of the hierarchy to be restricted to a node in a hierarchy and\/or one or more templates:<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-51234\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image006-1.png\" alt=\"\" width=\"350\" height=\"567\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image006-1.png 350w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image006-1-93x150.png 93w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image006-1-30x48.png 30w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/p>\n<\/td>\n<td style=\"width: 50%;\" width=\"321\">\n<p class=\"intro-text\"><em>The \u2018Entity\u2019 type field will then only show entities from the starting point down, and only those that match the template:<\/em><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-51235\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image007-1.png\" alt=\"\" width=\"462\" height=\"299\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image007-1.png 462w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image007-1-150x97.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2021\/07\/image007-1-48x31.png 48w\" sizes=\"auto, (max-width: 462px) 100vw, 462px\" \/><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Shift Log 4.9.8 includes the ability to assign an entry to a role, a new Post-Processing Rule to create an entry, and the ability to set a hierarchy starting point for Entity fields.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/shift-log\/shift-log-releases\/shift-log-release-4-9-8\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":51239,"parent":44328,"menu_order":51,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[7],"tags":[],"class_list":["post-51226","page","type-page","status-publish","has-post-thumbnail","hentry","category-release-notes","Version-4-9-8","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/51226","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=51226"}],"version-history":[{"count":5,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/51226\/revisions"}],"predecessor-version":[{"id":51240,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/51226\/revisions\/51240"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/44328"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/51239"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=51226"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=51226"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=51226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}