Release Notes for Insight 14.6.0

New Features & Enhancements

BOM Processing

• Added the Reset Hard Bill Match Checksums for VB Order Lines web action dialog for the Generic Action Origin.
  

  757651

Catalog Setup

• Added the Lookup Matrices form to the web client.

  750527
• Added the Product Version Identities form to the web client.
  

  750531
• Added the Style Versions form to the web client.
  

  749911
• Added Buying Group as a new identity method for Product Version Identities.

  749531
• Added the Styles form to the web client.
  

  749910
• Enhanced the Product Versions web form with the following updates:

  • Added a formula test capability to the Feature String formula editor, allowing users to validate and preview formula output directly in the form.
  • Moved the Manufactured checkbox inside the Manufacturing tab, which is now permanently visible.
  • Resolved multiple issues.

  764284
• Added the Maintain Product based Price Rule Value Set Values web action dialog for the Generic Action Origin.
  

  757732
• Added the Maintain Product Versions web action dialog for the Generic Action Origin.
  

  757516

Core

• Converted the Addresses web component to a sub-form to support actions.
  

  709976
• Restored translation management capabilities in the desktop client that were removed in Insight 14.5.
  

  769872
• Extended the maximum allowed length of edit masks to 850 characters.

  766537

Infrastructure

• Extended Single Sign-On support to include Flex IDP/OpenID Connect authorization for Insight web login, in addition to the existing Microsoft Entra ID integration.

  760501
• Added compatibility with Microsoft SQL Server 2025.

  758132
• Updated the Work Orders web form to a meta-based form, enabling customization through the User Interface Designer.
  

  780371
• Enhanced the User Interface Designer to support placement of attribute controls anywhere within a dynamic form.
  

  764716

Integrations

• Added support for copying 3CAD VOC orders, creating a copy in both Insight and 3CAD.

  720860
• Updated the 3CAD integration to transfer order and line notes to Insight when a project is saved. The note type is determined by the following Insight settings: SummaryNoteType, OfferViewLineNoteType, and ProductVariantLineNoteType.

  725246
• Added the Import 2020 Construct Fixed BOM web action dialog for the Generic Action Origin.
  

  757539
• Added a direct interface to Winner Flex from web Sales Orders. Selecting a Winner line type launches the Winner interface, and the Import button imports data from Winner into the sales order.

  746769
• Updated the 3CAD standalone design synchronization to export ViewMaker images to Insight on save, matching the existing behavior of VOC-mode designs.

  755631
• Added support for a configurable project name template when launching the 3CAD Next configurator from Sales Order Lines. A new system setting, Interfacing.3CADNext.ProjectNameTemplate, allows administrators to define a template using order and order line fields that is resolved at runtime and passed to 3CAD Next as the project name.
  

  768538

Inventory

• Added the Transfer Lot Quantity web action dialog for the Generic Action Origin.
  

  757642

Machining

• Updated the Web Panel Optimization Console to support moving parts and creating custom cuts for router batches.

  764721
• Updated the Process Panel Optimization Batch for GenPost action to calculate and record label positions, preventing them from interfering with machining.

  713087
• Removed the Part Clustering parameter from the Optimize Batch with BlueCell Optimizer action, as it is not supported.

  706135

Process Setup

• Added support for maintaining actions on Checkpoint Frames via the Checkpoints web form.
  

  764718
• Added the Work Schedules form to the web client, including a dedicated tab for configuring Schedule Shifts.

  739502
• Added the Shifts form to the web client, including a dedicated tab for configuring Shift Events.
  

  739498

Purchasing

• Added the Reverse Purchase Receipt web action dialog for the Generic Action Origin.
  

  757575

Sales

• Added type-ahead support for options in Sales Order Line entry.

  
  

  704672
• Added the Sales Order Lines form to the web client.
  

  750544
• Added support for newer PDF versions in the PDF Concatenation action type.

  736958

Scheduling

• Added the Document Output web action dialog for the Shipments workflow.

  757684

Shop Floor

• Updated Inventory Transfer transactions to create two separate records, a From and a To transaction.

  764713
• Added a minimum width for the barcode scan field and improved button overflow handling for better visibility on low resolution devices.

  763858

System Setup

• Added the Countries form to the web client, including a dedicated tab for configuring Country Aliases.
  

  739550
• Added the Edit Masks form to the web client.

  739553
• Added the Sales Configurators form to the web client.

  739556
• Added the Identity Providers form to the web client.

  773129

UI/UX

• Updated the web application font to Noto Sans for improved readability.
  

  
  

  770809
• Standardized font behavior in Notes editing to ensure consistent formatting. Pasted content is now converted to plain text, with all formatting and images stripped on paste.
  

  752093
• Updated the Attachments component to display a pointer cursor when hovering over attachment cards, attachment previews, and gallery images, indicating to the user that these elements are interactive.

  769681
• Added toolbar separator support to improve visual grouping of icons in toolbars with many actions.

  753423
• Introduced a collapsible sidebar navigator with the following enhancements:

  • Added a collapse/expand toggle button and keyboard shortcut support to minimize the sidebar to an icon-only view, maximizing screen space.
  • Sidebar state persists across sessions, defaulting to expanded on first visit.
  • Added tooltips to sidebar buttons in collapsed state for improved usability.
  • Added an active indicator in the sidebar that highlights the Menu Group and Form corresponding to the currently open form.

  752961
• Added a switch control to the Attachments component to toggle between Tiles and Grid view modes.
  

  741900

Workflow

• Added the Sales Orders Import form to the web client.
  

  750605
• pdated the Web Status Workbench node shape dimensions and connector layout to match the BPMN-standard 2:1 width-to-height ratio, consistent with the desktop application. Improved edge clickability and introduced a dimming effect for unrelated connectors when a shape is selected.
  

  749206
• Added the Purchase Orders Import form to the web client.
  

  750604
• Added the Items Import for Sales Order Lines form to the web client.
  

  746729
• Added the Items Import form to the web client.
  

  750600

Issues Resolved

BOM Processing

• Criteria properties with functional use Catalog Configurator Rules could not be deleted.

  761667
• In some scenarios formulas referencing calculated persisted properties could fail because the referenced property was not calculated yet.  A new setting controlled loop mechanism was added to allow looping until all formulas are calculated.

  764030

Business Intelligence

• The main Refresh button in dashboard layouts did not refresh the individual chart content.

  686575

Catalog Setup

• Catalog Version Exclusion editing allowed exiting the session with OK even when an error occurred for invalid exclusion data.

  774686

Core

• Action "Row Level Security Processing Control" was failing due to missing a parameter.

  769949
• Upgrading from older databases could corrupt some user entries that were similar to system defaults like inResponse.

  769389
• Upgrading from older versions of Insight could lose references to some languages.

  780975
• Hyperlink modifiers in a grid column for web use caused the Insight desktop client to freeze.

  773759

Engineering Setup

• Outsourced items from routing did not calculate the issue plant correctly in multi plant routings.

  779413
• Action 'Maintain Item Stocking Values' was not respecting the 'All Plants' setting for updating plant overrides.

  778200

Machining

• NestLib's sheet selection was not properly selecting from multiple available sheet sizes.

  772103
• 'Create Panel Optimization Batch' actions were not properly filtering by operation even when the parameter was selected.

  770677
• Cutrite post did not error if parts or machine settings are missing from the procedure.

  Cutrite will now look for a post template in the optimization settings called 'PostScript'.  This will only be used in the Cutrite post action. The use of the existing 'ShellScript', used for optimization (and optional posting) will not change.

  
  
  

  755937
• CutRite import was not handling rotated material correctly.

  766188
• Rotated parts in panel optimization console were not rotating horizontal drilling orientation.

  775571
• 'Delete CNC files' actions were not deleting files from older directories even though entries existed in the OrderItemCNCPrograms table.

  767370

Purchasing

• 'Process Vendor Return' action in a multi plant company with GL class overrides did not use the plant specific GL class.

  771499

Sales

• Sales rep information was lost if a new order was exited before adding order lines.

  775332
• Calendar and date selector entries by week number for the first week of the year sometimes used the prior year.

  768114
• The request size limit was removed from the 3CAD endpoints to support very large orders.

  774283
• Web customizations were no longer working in Sales Orders form after the migration of the form to XML.

  767596
• In web sales orders, some products with formulas referencing ParentFeatureList failed when selecting an option.

  775557
• The Communication tab failed to populate correctly when adding a new contact from an order or opening the contacts form for the first time in the desktop application.

  767164
• The 'View larger map' link for web addresses tried to include Address2 and Address3 fields in the Google Maps query, leading to incorrect results.

  769559
• In project tasks, task dependency lag time was always set to 0 on add or edit, overwriting any previous value.

  775465
• Improved the visibility of the data entry prompt for data input options in web sales orders.

  779765
• The 'Instantiate Bid to Project' action in Bids form did not properly indent sub products in the newly created sales order.

  768205
• Users without Full license could not modify customer addresses in the desktop app.

  773030

Shop Floor

• Reject did not work properly in some scenarios where outsourced items were introduced by the routing.

  777562
• Container operations within super routings showed full completion quantity from the super routing when scanned, not the item specific operation quantity.
  

  759431
• Manual Container shop floor frame in the web client did not color the containers properly in the tree.

  768375
• User criteria in Work Order Scan Log Inquiry did not correspond to actual user records.

  It was enhanced with better contents and to also allow custom text input to search for records from users who are no longer active.

  770670

System Admin

• Some custom find related components errored when clicking on the criteria.

  782540
• The user interface designer wizard did not accept special characters in the new form description.

  781865

System Setup

• Effective date for a lookup matrix value set was not allowed to be the same as the inactive date of a previous value set, causing a gap in coverage.

  777454

Workflow

• Sessions not attached to a user license failed for some action types in inResponse.

  772502
• SQL scripts created by action 'Export Action Tree to XML' failed when executed.

  766128