February 25 Release (v39)
Last updated
Last updated
We are excited to announce the latest update to our product, packed with exciting new features, enhancements, update and bug fixes. This release is designed to streamline your workflow and elevate your overall experience, ensuring optimal performance and functionality.
We’re excited to introduce a completely redesigned Wave Home Screen, crafted to deliver a personalized and intuitive experience for users based on their roles (Admin, Designer, Standard) and subscription levels (Free, Standard, Pro). This update not only modernizes the look and feel of the home screen but also makes it easier to navigate, access insights, and stay productive.
Whether you’re a first-time user or a seasoned expert, the revamped home screen provides streamlined access to essential tools, relevant data, and actionable insights, helping you work more efficiently and achieve better results. With role-specific views, dynamic content, and enhanced usability, this new design puts the information you need right at your fingertips.
Key Enhancements:
1. Role-Specific UI:
Unique home screen variations designed for Admin, Designer, and Standard users.
2. Dynamic Center Section:
Returning Users: Displays a list of recently used Grids, Imports, and Reports.
First Time Users: Offers a guided "Create a New Grid" experience.
Add New Button: Easily create new Grids, Reports, Imports, or Matrices through a popup menu.
3. Right Section Features:
My Plans: Displays the organization’s current plan and user count.
Helpful Guides: Includes updated video tutorials and links to documentation.
Feature Spotlight: Highlights product features and updates.
Your Feedback Matters: A feedback button to let users share insights and suggestions.
This revamped home screen ensures a more intuitive, role-based experience with quick access to tools, insights, and helpful resources, enabling users to work smarter and faster.
We’re excited to introduce Multiple Org Support, accessible via the Profile button, allowing users to seamlessly manage and switch between Salesforce Orgs connected to Valorx Wave for Salesforce.
This feature simplifies managing multiple connected Orgs and provides a seamless experience for switching and adding Orgs.
We’re excited to introduce a new feature that streamlines how you access and interact with related grids in master-detail configurations. Related lists can now be opened with a single click, making navigation faster and more intuitive.
Key Enhancements:
Manage Your Grid:
Users can customize the related list view by clicking the triple horizontal dots and selecting Manage Grid.
By default, the related grid is set to Hierarchical view.
Simply choose either Hierarchical Grid or Right Panel and click Save to update your settings.
Default Hierarchical View:
For Global, Custom, and Standard grids that include a related grid (master-detail), the related list will automatically open in Hierarchical view, providing a clear, nested display of your data.
Alternate Right Panel View:
Users have the option to switch to the Right Panel view if that layout better suits their workflow. Note: This is not applicable for Salesforce and Shared grid.
This feature delivers improved data visualization and greater control over your grid displays, ensuring a more flexible and user-friendly experience. Enjoy the streamlined workflow and tailored viewing options!
We’re excited to introduce the enhanced Data Configuration module in the Matrix Designer, designed to give you granular control over how data is presented and managed. This update includes three key sections:
1. Data Grouping
Data Aggregation:
Choose between Combine Value or First Match.
Combine Value: This option aggregates values from all records in the object using the selected group function (Sum, Average, or Count).
First Match: This option displays the value from the first record of the object.
Save Options (for Combine Value):
Select from Weighted Average or Equal Distribution to control how edited cell values are distributed back to the underlying records.
Group Functions:
Define the record summary by choosing Sum, Average, or Count.
Field Settings:
Configure individual fields to be required, read-only, or both to ensure data integrity and enhance usability. Fields set as read-only cannot be edited, while those marked as required must be filled in to add the record.
2. Data Detail View (DDV) Popup
Detail View Toggle:
Enable or disable the Show Detail View option to control the visibility of the Data Detail View (DDV) in runtime mode. When this toggle is off, the DDV will not appear.
Cell Behavior Options:
Choose how to edit the record: Both (DDV and Inline), Edit in DDV only, or Edit Inline only.
Customization:
Easily configure the Master Detail View by clicking the dedicated configuration button.
3. Matrix Orientations
Orientation Settings:
Apply either Horizontal or Vertical orientations to data object fields, allowing you to tailor the matrix layout to your analysis needs.
These enhancements provide you with a powerful, flexible framework for customizing data behavior and presentation within the Matrix Designer. Enjoy a more intuitive, efficient data management experience with the latest Data Configuration updates!
We’re excited to introduce a new capability in the Matrix Designer that allows users to add a Start Date field with two flexible selection options: Absolute and Relative.
Absolute Option
Calendar Picker: When the Absolute option is selected, a calendar picker is displayed to enable users to select specific dates easily.
Relative Option
Dynamic Timeframes: Selecting the Relative option reveals three input boxes, allowing users to define time intervals dynamically.
Default Setting:
The default configuration is set to “is on or before” with a default value of 1 month.
Dual Parameters: Users can set both “is on or before” and “is on or after” criteria to define a comprehensive relative date range.
This new feature is designed to streamline your workflow by offering more versatile date selection options in the Matrix Designer. Enjoy the enhanced control and flexibility for all your data analysis needs!
We’re excited to introduce a new feature that enhances your data navigation experience in the runtime Matrix. With this update, you can now freeze selected columns along the Y axis, ensuring that data remains visible as you scroll through your matrix.
Enjoy a more efficient and user-friendly data experience with this new Column Freeze feature in your runtime Matrix!
We’ve introduced significant improvements to the Group and Reports Floaty, giving users more flexibility and control over how they interact with their data.
Resizable Floaty
Group and Report Floaty can now be resized vertically using drag handles on the edges or corners.
The resized dimensions will persist until manually adjusted or reset.
Minimize & Maximize Functionality
A Minimize button is now available in the header of both floaties, collapsing them into a compact bar with the title visible.
Clicking Maximize restores the floaty to its previous size.
Enhanced Dragging Functionality
Floaty remain fully draggable regardless of size (expanded or minimized), allowing for seamless repositioning across the interface.
These enhancements provide greater control over how you view and manage data, allowing for a more personalized and efficient workflow. Whether you need to focus on detailed reports or keep them minimized for a cleaner workspace, the choice is now yours.
We are excited to announce the new Preview Changes Grid feature, which provides a more intuitive and consolidated way to view modifications within your grids.
Key Enhancements:
Unified View of Changes:
All changes for every field are now displayed in a single row, offering a comprehensive snapshot of modifications.
Default View on Activation:
Each time you click "Preview Changes," the default view is automatically displayed.
Interactive Changes Column:
The "Changes" column functions as an inline hyperlink.
Click to Expand: Clicking the hyperlink reveals detailed changes.
Click to Collapse: Clicking it again collapses the expanded view.
Consistent Revert Functionality:
Revert options remain unchanged and are available at:
Column Level
Row Level
All Changes Level
This enhancement streamlines your workflow by making it easier to review and manage grid modifications. Enjoy the improved experience with the new Preview Changes Grid!
We’re excited to introduce a powerful enhancement in the Matrix Designer that enables designers to select and configure multiple Y-axis fields as anchors. This update allows for unique combinations of anchor fields, giving you greater flexibility and precision in controlling how data is displayed and analyzed.
This enhancement replaces the current “Pick an Anchor field” UI with a more robust and user-friendly solution, empowering designers to customize their matrix outputs with greater flexibility and clarity.
Enjoy the enhanced control and improved data visualization with multiple anchor fields in your Matrix Designer!
Matrix Handling for Deleted or Inaccessible Fields and Objects
Matrix does not gracefully handle scenarios where a field or object used in the matrix is deleted or becomes inaccessible in Salesforce. If a field or object referenced in the matrix is removed or restricted, the matrix might not function as expected.
We've addressed several issues in this update to improve your experience. Here are the details of the bug fixes included:
Fixed Drag and Fill Lookup Issue Resolved an issue where dragging and filling in the lookup field resulted in a “Save successful” message, yet the entered values disappeared after a soft refresh. Lookup values now persist when using the drag and fill option.
Fixed Header Sort Issue for Amount Field Resolved an issue where sorting by the Amount field produced incorrect results. The header sort now accurately displays the correct values.
Fixed Multiple Header Sort Conflict Resolved an issue where applying header sort on one field did not remove the previous sort when another field was sorted. Now, only the most recently applied sort is active.
Fixed Matrix Launcher Filtering Issue Resolved an issue where the matrix launcher did not honor the filter criteria applied on the Y-axis. Only records that satisfy the Y-axis filter are now displayed.
Fixed Lookup Field Import Issue Resolved an issue where lookup field values appeared empty after importing a file, despite the presence of values in the Excel file. Lookup fields now correctly populate with the corresponding records from the referenced object.
Fixed Save Changes Button Visibility for Mass Modified Lookup Fields Resolved an issue where the Save Changes button was not visible after modifying a lookup field using the mass modifier. The button now appears as expected, allowing users to save their changes.
Fixed Save Changes Button Visibility After Record Deletion Resolved an issue where the Save Changes button disappeared after a record was deleted after save, preventing further modifications from being saved. The button now remains visible, ensuring users can save their changes.
