Intuit Partner Platform Release Notes

 

For versions 2.11 and later, IPP and IDS release notes are now combined on one page. Please see the Intuit Partner Platform Release Notes. For Intuit Data Services release notes prior to 2.11, see the IDS Release Notes.

 

Release 2.10

There were no release notes for this release.

Release 2.9

These release notes contain details about the 2.9 release of the Intuit Partner Platform (IPP).

Contents

This document contains the following information:

•          “What’s New in This Release”

What’s New in This Release

Kingussie Flex Framework Improvements

Intuit’s Kingussie framework for Adobe Flex allows developers to quickly develop and publish applications on IPP’s Native development platform.  Kingussie improvements for v2.9 also include greatly improved startup times.  As a result of the reducing serve roundtrips and optimized server-side APIs, performance is now three times faster for Kingussie-based applications at both initial launch and subsequent start-up.

Important Notes:

Beginning with Release 2.0.x you MUST use JVM 1.6 -- because of major differences in the xjb implementations in Java 1.6 and Java 1.5 and the need to support newer versions of Eclipse in order to support Adobe's FlashBuilder 4, we needed to make the cutover. For Windows users, you can download Java 1.6 and tell FlexBuilder (or Eclipse with the FlexBuilder plugin) to run with JVM 1.6 by invoking FlexBuilder (or Eclipse) with the -jvm switch to point it at the javaw.exe in your installation of Java 1.6. For Mac users, Leopard's JVM 1.6 is not compatible with Eclipse (it's 64-bit only and Eclipse requires 32-bit mode) so you will need to upgrade to Snow Leopard. If you are running Snow Leopard, Eclipse/FlexBuilder are already running with JVM 1.6.

The QBProjectInfo.xml file is an integral part of your development project! It should always be checked into your revision control system! When updating a project, this file will generally be modified, be sure to check the file out for editing before running tools and to check the file back in when done.

Please do not modify the QBProjectInfo.xml file without concrete knowledge of all the side effects. In particular, do not change the identifier. Doing so could cause code corruption or unpredictable behavior in your application.

Version 2.0.0.20100628

·         Please See the note above regarding JVM 1.6, etc.

·         If you are using FlashBuilder 4 with these tools you must use Flex SDK 3.4 or 3.5, Not Flex SDK 4.0!

·         Tools (Bugfix) We use ANT to build and deploy, the output of ant can be seen in the console

·         Tools (Known Problem) Due to the nature of the ant build, we cannot currently support Flex project links (where one flex project depends on another flex project (i.e. a library) in the workspace. This is because the .actionScriptProperties file stores the Eclipse Workspace path to the dependency, not the actual path to the dependency -- we are exploring solutions. The workaround right now is to remove the project dependency and simply copy the .swc into the lib directory of your main flex project.

·         Library (Enhance) Application startup time improved dramatically (roughly 3x faster, more if you have a lot of tables in your app

·         Library (Change) Removed support for the obsolete MSA

·         Library (Enhance) Support for handling conflicts reported by IDS

·         Tools (Bugfix) Significant problems in 2.0.0 tools release have been fixed

For more information on developer tools, please review the Developer Tools Release Notes.

New and Improoved Developer Tools / Services

The IPP V2.9 release includes the following enhancements to IPP developer tools:

·        Expanded Azure SDK
The expanded Azure SDK includes additional sample applications using data services and the alpha version of the Visual Studio plug in

·        Updated .NET and Java Developer toolkits
We’ve updated toolkits to align to latest releases and enhanced for bug fixes

For more information on these and other new IPP developer toolkit information follow these specific links:

·        IPP Developer Toolkits project on code.intuit.com

·        Windows Azure SDK for IPP

·        Azure Toolkit Project on code.intuit.com

·        Java IPP devkit Wiki

·        .NET IPP Devkit Wiki

Intuit App Center End-User Enhancements

Recent enhancements we’ve made to Intuit App Center improve the review process for applications and notify users of upcoming changes in Internet Explorer 6 support.

·       Improved application review interface
We’ve simplified the interface for submitting applications reviews, making it easier for customers to submit a review.  Customers now only need to submit five pieces of information (instead of 12) to complete an application review.

·       Microsoft Internet Explorer 6.0 customer notification
Starting with this release, we’ll show a message to Internet Explorer 6 users notifying them that we’ll discontinue IE 6 support in September 2010.  The message will include links to the latest versions of Internet Explorer, Firefox, Safari and Chrome.

 

 

Release 2.8

These release notes contain details about the 2.8 release of the Intuit Partner Platform (IPP).

Contents

This document contains the following information:

•           “What’s New in This Release”

What’s New in This Release

This release exposes several additional QuickBooks-related data objects in IPP Intuit Data Services (IDS) in production quality and new and improved developer tools / services which include Flash Builder 4.0 and ANT support.

All of the new objects and behaviors listed below work with v2 of the IDS API. Developer must use v2 of the IDS API to utilize these new services. Although previous IDS versions (e.g. v1) continue to be supported, developers are strongly urged to migrate to the latest API version at their earliest convenience.

IDS Enhancements

The following IDS features are added in production quality in this release:

•                        A new query (RecordCountQuery) is added as a “wrap-around” to a query to return the count of records that will be returned from the query.

•           Several new Query options are added in this release:

>         The CDCAsOf filter element, which returns data changed since a specified time.

>         The ActiveOnly query attribute, which can be used in Customer, Vendor, Employee and Other Name queries to return active entities only, inactive entities only, or all entities active and inactive.

>         The Synchronized filter element, which can be set to return only objects that are synchronized with QuickBooks, or only unsynchronized objects, or all objects regardless of synchronized state.

>         The DeletedObjects query attribute which can be used to return objects that were deleted, either from IDS or from QuickBooks.

>         The CustomerIdSet aggregate filter is added to JobQuery, allowing developers to filter jobs by customers.

>         The sortOrder attribute is added to the SortByColumn query filter element, allowing developers to specify descending or ascending sort orders.

•           A new attribute called FullResponse is added to the Add and Mod request, to enable developers to force the return of the full object data in the response to the Add or Mod.

These features are described in the IPP IDS Programmer’s Guide.

New IDS Objects and Operations

This release provides new read access to several new IDS transaction objects, as well as write support for a subset of these new objects. New operations Delete and Revert are available for many objects on an early access basis (cannot be used in production).

Objects or operations marked with an asterisk are supported only as Beta, which means they must not be used in production applications.

•           BillPayment now supports *Create and *Delete

•           BillPaymentCreditCard now supports *Create and *Delete

•           CreditMemo now supports *Create and *Delete

•           Discount (item) now supports *Create, *Update, *Delete and *Revert

•           FixedAsset (item) now supports *Create and *Delete

•           Payment item now supports *Create, *Update*, *Delete and *Revert

•           SalesTax (item) now supports *Create and *Delete

•           VendorCredit now supports *Create and *Delete

•           Transaction Modify is supported on a Beta basis only (not for production use yet). The transactions supported for Modify are:

>         Estimate

>         Invoice

>         SalesReceipt

•           The following Reports are supported on a Beta basis

>         accountbalances

>         balancesheet

>         customerswhooweme

>         incomebreakdown

>         profitandloss

>         salessummary

>         topcustomersbysales

•Developer control over customer Data Connectivity Options.

>         Partners can now configure what Intuit Data Services connectivity options their application subscribers can select from.  Options include: Enter Data Directly, Use Sample Data, and Use My QuickBooks Desktop Data. By default, users are presented all three of these choices for any IDS-enabled application.

The IDS enhancements, Known Issues and Limitations are described in detail in the IDS Release Notes.

New and Improoved Developer Tools / Services

Important Notes:

Beginning with Release 2.0.x you MUST use JVM 1.6 -- because of major differences in the xjb implementations in Java 1.6 and Java 1.5 and the need to support newer versions of Eclipse in order to support Adobe's FlashBuilder 4, we needed to make the cutover. For Windows users, you can download Java 1.6 and tell FlexBuilder (or Eclipse with the FlexBuilder plugin) to run with JVM 1.6 by invoking FlexBuilder (or Eclipse) with the -jvm switch to point it at the javaw.exe in your installation of Java 1.6. For Mac users, Leopard's JVM 1.6 is not compatible with Eclipse (it's 64-bit only and Eclipse requires 32-bit mode) so you will need to upgrade to Snow Leopard. If you are running Snow Leopard, Eclipse/FlexBuilder are already running with JVM 1.6.

The QBProjectInfo.xml file is an integral part of your development project! It should always be checked into your revision control system! When updating a project, this file will generally be modified, be sure to check the file out for editing before running tools and to check the file back in when done.

Please do not modify the QBProjectInfo.xml file without concrete knowledge of all the side effects. In particular, do not change the identifier. Doing so could cause code corruption or unpredictable behavior in your application.

Version 2.0.0

·         This is a MajorPlease see the important note above regarding the need for JVM 1.6

·         Tools (Enhance) We now build + deploy from ANT -- The ippbuild.xml ANT file needs to read your .actionScriptProperties file to correctly build your project the way FlexBuilder or FlashBuilder would build it, so make sure to check the FlexBuilder "." files in! You can use our ANT file to support continuous integration builds, etc.

·         Tools (Enhance) Support for upcoming Server Business Logic tools.

·         Tools (Enhance) Support for Flash Builder 4. Note: you must use Flex 3.5 compatibility mode for IPP projects at this time. We Stronglyrecommend that you use the Flash Builder 4 Plugin to a J2EE installation of Eclipse (Galileo or Ganymede) instead of the stand-alone Flash Builder 4, this will allow you to use Server Business Logic in the same IDE and is the configuration we have tested most extensively.

·         Tools (Update) Use Eclipse/P2 mechanism for software updates, no longer have our own update checking

·         Library (Enhance) Support for upcoming OAuth plugin lib

·         Library (Update) Support for latest IDS capabilities released with IPP 2.7

·         Library (Update) Improved support for Schema upgrades that include a change to the AppToken

·         Library (Update) When saving an IDS object, re-read it including any custom field data it had when saved

·         Library (Update) If an IDS error is handled by our last-chance error handling, correctly display the contents of the IDS error

 

For more information on developer tools, please review the Developer Tools Release Notes.

 

 

Release 2.7

These release notes contain details about the 2.7 release of the Intuit Partner Platform (IPP).

Contents

This document contains the following information:

•           “What’s New in This Release”

•           “New List All Apps Page”

•           “Try Free Now Distinguished from Get Free”

•           “Known Issues and Workarounds”

What’s New in This Release

This release exposes several additional QuickBooks-related data objects in IPP Intuit Data Services (IDS), other enhancements for developers, and Intuit Workplace App Center enhancements.

All of the new objects and behaviors listed below work with v2 of the IDS API. Developer must use v2 of the IDS API to utilize these new services. Although previous IDS versions (e.g. v1) continue to be supported, developers are strongly urged to migrate to the latest API version at their earliest convenience.

IDS Enhancements

The following IDS features are added in this release:

•                        A new query (RecordCountQuery) is added as a “wrap-around” to a query to return the count of records that will be returned from the query.

•           Several new Query options are added in this release:

>         The CDCAsOf filter element, which returns data changed since a specified time.

>         The ActiveOnly query attribute, which can be used in Customer, Vendor, Employee and Other Name queries to return active entities only, inactive entities only, or all entities active and inactive.

>         The Synchronized filter element, which can be set to return only objects that are synchronized with QuickBooks, or only unsynchronized objects, or all objects regardless of synchronized state.

>         The DeletedObjects query attribute which can be used to return objects that were deleted, either from IDS or from QuickBooks.

>         The CustomerIdSet aggregate filter is added to JobQuery, allowing developers to filter jobs by customers.

>         The sortOrder attribute is added to the SortByColumn query filter element, allowing developers to specify descending or ascending sort orders.

•           A new attribute called FullResponse is added to the Add and Mod request, to enable developers to force the return of the full object data in the response to the Add or Mod.

These features are described in the IPP IDS Programmer’s Guide.

New IDS Objects and Operations

This release provides new read access to several new IDS transaction objects, as well as write support for a subset of these new objects. New operations Delete and Revert are available for many objects on an early access basis (cannot be used in production).

Objects or operations marked with an asterisk are supported only as Beta, which means they must not be used in production applications.

•           BillPayment now supports *Create and *Delete

•           BillPaymentCreditCard now supports *Create and *Delete

•           CreditMemo now supports *Create and *Delete

•           Discount (item) now supports *Create, *Update, *Delete and *Revert

•           FixedAsset (item) now supports *Create and *Delete

•           Payment item now supports *Create, *Update*, *Delete and *Revert

•           SalesTax (item) now supports *Create and *Delete

•           VendorCredit now supports *Create and *Delete

•           Transaction Modify is supported on a Beta basis only (not for production use yet). The transactions supported for Modify are:

>         Estimate

>         Invoice

>         SalesReceipt

•           The following Reports are supported on a Beta basis

>         accountbalances

>         balancesheet

>         customerswhooweme

>         incomebreakdown

>         profitandloss

>         salessummary

>         topcustomersbysales

•Developer control over customer Data Connectivity Options.

>         Partners can now configure what Intuit Data Services connectivity options their application subscribers can select from.  Options include: Enter Data Directly, Use Sample Data, and Use My QuickBooks Desktop Data. By default, users are presented all three of these choices for any IDS-enabled application.

The IDS enhancements, Known Issues and Limitations are described in detail in the IDS Release Notes.

New Intuit Workplace AppCenter Application Toolbar (beta only)

The new toolbar allows partners greater control over the look-and-feel of the control and provides greater configurability while still providing users easy-to-use navigation between App Center apps / services.

Access to the new toolbar capabilities are being provided to IPP PARTNERS in the v2.7 release. This toolbar is not available in production yet. IPP developers are asked to test the new controls and configure their applications work correctly with the new toolbar by July 31st, 2010, after which date the new Workplace App Center toolbar will be introduced to customers in production on the live App Center.

What the New Toolbar Provides

The following are the benefits provided by the new toolbar:

•           The new toolbar replaces the function of the current standard AppCenter application footer. Because there is no longer any footer, this reduces the real estate dedicated to AppCenter navigation elements by >50%.

•           Developers can configure their application to allow the new toolbar to scroll with their application window contents. The default behavior is for the new toolbar to remain fixed at the top of the application window (for backwards compatibility).

•           Control over application brand / name and toolbar background color. (Developers can include a custom logo in the toolbar.)

•           Developers can include custom links to a variety of standard menu options, including options for HELP, FEEDBACK, ADD USERS, and MANAGE USERS.

INTUIT Workplace AppCenter Enhancements

A variety of enhancements and modifications have been made to the App Center to improve the overall shopping flow and experience.

•           New “All Apps” Page

>         A new “All Apps” page has been added to the site providing an easy way for users to see a comprehensive list of all available applications. An “All Apps” link has been added to the top blue menubar for easy access to the new page. The list of applications can be sorted by a particular column by clicking on the sorting triangles and multiple columns can be sorted by holding down the shift key while clicking a sort triangle.

•           The Sign-Up Options for applications have been clarified through new terminology and graphics. Users are now presented with clearer messaging and graphics which indicate what evaluation option a particular application supports:

>         “Get It Free” – Application offers a free baseline subscription plan.

>         “Try It Free” – Application offers a free trial period; a purchased subscription is then required.

>         “Buy It Now” – Application does not offer any free trial or baseline plan and requires a purchase.

•           Additional Help for QuickBooks Sync Manager Issues

>         Additional links have been added to the Frequently Asked Questions page in the top blue menu-bar for issues with QuickBooks Data Synchronization. Users can now link directly to resources focused on QuickBooks Data Synchronization issues.

•           Design Improvement to Solution Category Pages

>         Design Improvements have been made to the Solution Category Pages (Run My Business, Manage My Work, Grow and Manage My Customers, Reduce My Costs) to simplify user navigation. The information presented has been streamlined and issues with list scrolling have been addressed.

•           New dialog boxes have been added to each of the different plan expiration scenarios. Users are now presented with messaging that more clearly indicates which expiration scenario has been triggered:

>         Beta period expired – The application is no longer available for beta testing.

>         Trial period expired – Free trial period has ended; user is prompted to purchase a subscription.

>         Application subscription has been cancelled – Application is no longer available for

New List All Apps Page

Users can now see all of the available applications in a list by clicking one of the View Apps buttons, then clicking All Apps in the menubar:

All available App Center apps are listed along with description, category, ability to synch with QuickBooks (or not), and try/buy links.

Try Free Now Distinguished from Get Free

In the Expert Picks tab, applications formerly appeared listed as “Try Free” when they actually were simply free applications. As shown below, these two types of applications are now distinguished:

Known Issues and Workarounds

The follow table lists the known issues in the 2.6 release and any workarounds.

Issue

Workaround (if any)

Certain occurrences in QuickBooks can lead to a ‘forced sync” situation where the company file is re-synched to IDS. These occurrences include back up and restore of the QuickBooks company file within QuickBooks, database upgrades such as upgrading from QB 2009 to QB 2010, and so forth.

Any data written to IDS from an IPP Flex app or from a Federated app during a forced sync will not be able to be synched to the company file after the forced sync completes.

 

If you use an ampersand ("&" ) in the company address 1 field, for example, "1 R&D Way", no addresses will be displayed on the Select company page next time the page is displayed.

Also, when you go to Company Profiles for the Company that has an ampersand in the address 1 field, no address information is displayed,

Don’t use ampersand in the address 1 field.

 


Release 2.6 - Patch E

These release notes contain details about the 2.6 patch E release of the Intuit Partner Platform (IPP).

Contents

This document contains the following information:

•           What’s New in This Release

•           Known Issues and Workarounds

What’s New in This Release

This release exposes several additional QuickBooks-related data objects in IPP Intuit Data Services (IDS), other enhancements for developers, and Intuit Workplace App Center enhancements relating to the sign-up, sign-in (SUSI) process.

What’s New in Patch E

Two enhancements are provided in this patch:

•           New List All Apps Page

•           Try Free Now Distinguished from Get Free

IDS Enhancements

The following IDS features are added in this release:

•           Custom Fields are provided for adding your own data to IDS objects. You can also filter IDS objects by the custom field data.

•           A “Draft” attribute is provided for Add and Mod operations that allow you to save an object to IDS so that it will not be synched down to QuickBooks. This allows users to save an unfinished object to be completed later.

•           Delete and Revert operations (currently for development apps only, not for production yet). Allows deletion of objects that have never been synched down to QuickBooks, such as objects that failed to synch. Allows reverting of an object to its last successfully synched state in QuickBooks.

•           Query for errored objects. A new ErroredObjectsOnly attribute on queries lets you return objects that failed to synch. (You could then use the Revert feature to restore the failed object to its last good state.)

•           A new “Sparse” attribute for data Mods that allows you to do a Mod while supplying only a minimal set of fields along with those fields you are actually modifying. Only the supplied fields will be modified, leaving all other fields are untouched. (Without the Sparse flag, the entire object data needs to be supplied in the Mod.)

•           Queries now allow you to specify the fields to be returned in the query, using IncludeTagElements. Only the specified field or fields are returned, along with a minimal set of metadata.

New QuickBooks Objects Supported.

This release provides new read access to several new QuickBooks transaction objects, as well as write support for a subset of these new objects.

Objects or operations marked with an asterisk are supported only for early access development and are not to be used in published applications.

•                        BillPaymentCheck (Read)

•           BillPaymentCreditCard (Read)

•           CreditCardCharge (Read)

•           CreditCardCredit (Read)

•           CreditCardRefund (Read)

•           CustomerMessage (Read)

•           CustomerType (Read)

•           Deposit (Read)

•           ItemAssemblyBOM (Read)

•           ItemFixedAsset (Write)

•           ItemGroup (Read)

•           ItemSalesTaxGroup

•           JobType (Read)

•           OtherName (Read)

•           PayrollItemWage (Read)

•           Status (Read)

•           SyncActivity (Read)

•           TimeTracking (Read, *Write, *Del, *Revert)

•           VendorType (Read)

*Only for development, not for production apps.

The IDS enhancements, Known Issues and Limitations are described in detail in the IDS Release Notes.

SUSI Enhancements

•           Streamlined Terms of Service process

>         When signing up for free, trial, or beta subscriptions for 3rd party applications, customers now agree to the partner’s Terms-of-Service and Privacy Policy as an integrated part of the sign-up process; this is no longer a separate step.

•           Preselected Business Profiles

>         Users signing up for Intuit Workplace App Center applications directly from the QuickBooks Desktop browser will have the Business Profile with their QuickBooks file automatically selected.

•           Customizable help links on the application Sign-in page

•           Better help for customers who encounter problems changing or cancelling an application subscription

>         Under certain circumstances, users may encounter problems using the App Center interface to upgrade, downgrade or cancel their application subscriptions. Users who encounter this issue are now presented with a clear help dialog explaining the issue and directing them to call the support phone # related to the specific application developer.

Workplace App Center Enhancements

A variety of enhancements and modifications have been made to AppCenter to improve the overall shopping flow and experience.

•           Customer Enhancements

>         Streamlined ‘Learn More’ page design

>         ‘Learn More’ pages in AppCenter (a.k.a AppCards) that describe the specific benefits, capabilities, requirements, and support policies for each application have been simplified.  Page elements that showed other New and Most Viewed applications have been removed. A new Support tab as been added, along with a new Requirements/Dependencies section on the Technical tab.

>         Enable Users to edit their Business Profile Names

>         Application users with Admin privileges can now edit the name of their business profiles as well as update other profile attributes. This capability is included in the “My Account” section.

>         Access to support for users with QuickBooks Sync issues

>         The HELP option on the Intuit Workplace App Center application toolbar has been updated. For admin users accessing an application that syncs with QuickBooks desktop, a new help option has been added to submit a support incident related to QuickBooks sync.

•           Developer Enhancements

>         New Support Tab on ‘Learn More’ pages within the App Card

A new Support tab has been added to the ‘Learn More’ page (a.k.a AppCard) for each application. This tab will include the details on a particular application’s support policies as well a link to the application’s online help services and the Support phone number for that application team. This information was previously available in App Center on the “Technical” tab within an application’s ‘Learn More’ page. No additional work is required by partners to enable this tab.

Note:  Partners are required to provide this information before their application is published into production.

>         New Technical Requirements/ Dependencies info on ‘Learn More’ pages

>         A new section has been added to the Technical Tab on the ‘Learn More’ page for each application.

This section provides users with information regarding minimum machine requirements, supported browsers, and support QuickBooks versions to run a particular application.

Partners whose applications have specific minimum requirements for browsers, QuickBooks connectivity, machine resources, etc. are urged to update their AppCard data so that this info can be properly presented in AppCenter.

>         Improved Search Engine Optimization (SEO) help instructions

Additional help instructions have been added to IPP’s “Publish Application” interface that provide partners with suggestions on how to best tag their ‘Learn More’ application pages so that search engines can index these pages in an optimal fashion.

Users can now see all of the available applications in a list by clicking one of the View Apps buttons, then clicking All Apps in the menubar:

All available App Center apps are listed along with description, category, ability to synch with QuickBooks (or not), and try/buy links.

In the Expert Picks tab, applications formerly appeared listed as “Try Free” when they actually were simply free applications. As shown below, these two types of applications are now distinguished:

Known Issues and Workarounds

The follow table lists the known issues in the 2.6 release and any workarounds.

 

Issue

Workaround (if any)

Certain occurrences in QuickBooks can lead to a ‘forced sync” situation where the company file is re-synched to IDS. These occurrences include back up and restore of the QuickBooks company file within QuickBooks, database upgrades such as upgrading from QB 2009 to QB 2010, and so forth.

Any data written to IDS from an IPP Flex app or from a Federated app during a forced sync will not be able to be synched to the company file after the forced sync completes.

 

If you use an ampersand ("&" ) in the company address 1 field, for example, "1 R&D Way", no addresses will be displayed on the Select company page next time the page is displayed.

Also, when you go to Company Profiles for the Company that has an ampersand in the address 1 field, no address information is displayed,

Don’t use ampersand in the address 1 field.

 

 

 

 

Release 2.6
These release notes contain details about the 2.6 release of the Intuit Partner Platform (IPP).
 
Contents

This document contains the following information:

•           What’s New in This Release

•           Known Issues and Workarounds

What’s New in This Release

This release exposes several additional QuickBooks-related data objects in IPP Intuit Data Services (IDS), other enhancements for developers, and Intuit Workplace App Center enhancements relating to the sign-up, sign-in (SUSI) process.

IDS Enhancements

The following IDS features are added in this release:

•           Custom Fields are provided for adding your own data to IDS objects. You can also filter IDS objects by the custom field data.

•           A “Draft” attribute is provided for Add and Mod operations that allow you to save an object to IDS so that it will not be synched down to QuickBooks. This allows users to save an unfinished object to be completed later.

•           Delete and Revert operations (currently for development apps only, not for production yet). Allows deletion of objects that have never been synched down to QuickBooks, such as objects that failed to synch. Allows reverting of an object to its last successfully synched state in QuickBooks.

•           Query for errored objects. A new ErroredObjectsOnly attribute on queries lets you return objects that failed to synch. (You could then use the Revert feature to restore the failed object to its last good state.)

•           A new “Sparse” attribute for data Mods that allows you to do a Mod while supplying only a minimal set of fields along with those fields you are actually modifying. Only the supplied fields will be modified, leaving all other fields are untouched. (Without the Sparse flag, the entire object data needs to be supplied in the Mod.)

•           Queries now allow you to specify the fields to be returned in the query, using IncludeTagElements. Only the specified field or fields are returned, along with a minimal set of metadata.

New QuickBooks Objects Supported.

This release provides new read access to several new QuickBooks transaction objects, as well as write support for a subset of these new objects.

Objects or operations marked with an asterisk are supported only for early access development and are not to be used in published applications.

•                        BillPaymentCheck (Read)

•           BillPaymentCreditCard (Read)

•           CreditCardCharge (Read)

•           CreditCardCredit (Read)

•           CreditCardRefund (Read)

•           CustomerMessage (Read)

•           CustomerType (Read)

•           Deposit (Read)

•           ItemAssemblyBOM (Read)

•           ItemFixedAsset (Write)

•           ItemGroup (Read)

•           ItemSalesTaxGroup

•           JobType (Read)

•           OtherName (Read)

•           PayrollItemWage (Read)

•           Status (Read)

•           SyncActivity (Read)

•           TimeTracking (Read, *Write, *Del, *Revert)

•           VendorType (Read)

*Only for development, not for production apps.

The IDS enhancements, Known Issues and Limitations are described in detail in the IDS Release Notes.

SUSI Enhancements

•           Streamlined Terms of Service process

>         When signing up for free, trial, or beta subscriptions for 3rd party applications, customers now agree to the partner’s Terms-of-Service and Privacy Policy as an integrated part of the sign-up process; this is no longer a separate step.

•           Preselected Business Profiles

>         Users signing up for Intuit Workplace App Center applications directly from the QuickBooks Desktop browser will have the Business Profile with their QuickBooks file automatically selected.

•           Customizable help links on the application Sign-in page

•           Better help for customers who encounter problems changing or cancelling an application subscription

>         Under certain circumstances, users may encounter problems using the App Center interface to upgrade, downgrade or cancel their application subscriptions. Users who encounter this issue are now presented with a clear help dialog explaining the issue and directing them to call the support phone # related to the specific application developer.

Workplace App Center Enhancements

A variety of enhancements and modifications have been made to AppCenter to improve the overall shopping flow and experience.

•           Customer Enhancements

>         Streamlined ‘Learn More’ page design

>         ‘Learn More’ pages in AppCenter (a.k.a AppCards) that describe the specific benefits, capabilities, requirements, and support policies for each application have been simplified.  Page elements that showed other New and Most Viewed applications have been removed. A new Support tab as been added, along with a new Requirements/Dependencies section on the Technical tab.

>         Enable Users to edit their Business Profile Names

>         Application users with Admin privileges can now edit the name of their business profiles as well as update other profile attributes. This capability is included in the “My Account” section.

>         Access to support for users with QuickBooks Sync issues

>         The HELP option on the Intuit Workplace App Center application toolbar has been updated. For admin users accessing an application that syncs with QuickBooks desktop, a new help option has been added to submit a support incident related to QuickBooks sync.

•           Developer Enhancements

>         New Support Tab on ‘Learn More’ pages within the App Card

A new Support tab has been added to the ‘Learn More’ page (a.k.a AppCard) for each application. This tab will include the details on a particular application’s support policies as well a link to the application’s online help services and the Support phone number for that application team. This information was previously available in App Center on the “Technical” tab within an application’s ‘Learn More’ page. No additional work is required by partners to enable this tab.

Note:  Partners are required to provide this information before their application is published into production.

>         New Technical Requirements/ Dependencies info on ‘Learn More’ pages

>         A new section has been added to the Technical Tab on the ‘Learn More’ page for each application.

This section provides users with information regarding minimum machine requirements, supported browsers, and support QuickBooks versions to run a particular application.

Partners whose applications have specific minimum requirements for browsers, QuickBooks connectivity, machine resources, etc. are urged to update their AppCard data so that this info can be properly presented in AppCenter.

>         Improved Search Engine Optimization (SEO) help instructions

Additional help instructions have been added to IPP’s “Publish Application” interface that provide partners with suggestions on how to best tag their ‘Learn More’ application pages so that search engines can index these pages in an optimal fashion.

Known Issues and Workarounds

The follow table lists the known issues in the 2.6 release and any workarounds.

Issue

Workaround (if any)

Certain occurrences in QuickBooks can lead to a ‘forced sync” situation where the company file is re-synched to IDS. These occurrences include back up and restore of the QuickBooks company file within QuickBooks, database upgrades such as upgrading from QB 2009 to QB 2010, and so forth.

Any data written to IDS from an IPP Flex app or from a Federated app during a forced sync will not be able to be synched to the company file after the forced sync completes.

 

If you use an ampersand ("&" ) in the company address 1 field, for example, "1 R&D Way", no addresses will be displayed on the Select company page next time the page is displayed.

Also, when you go to Company Profiles for the Company that has an ampersand in the address 1 field, no address information is displayed,

Don’t use ampersand in the address 1 field.

 

 

Release 2.5

These release notes contain details about the 2.5 release of the Intuit Partner Platform (IPP). This release provides a better user experience in subscribing to applications within the Intuit Workplace App Center and launching applications. The improvements include an all-in-one sign-on page, and the automatic use of the free or trial plan if one is available. In addition, a “tailored-to-your-company” look for your apps is now available through the new customization support in the sign-in (login) page and in the sign-up page.

Contents

This document contains the following information:

•           What’s New in This Release

•           Google Analytics (GA) Enhancements

•           Fast-Path Sign-Up

•           All-in-One Sign-up, Sign-in Page

•           Customizing the Sign-in and All-in-one Sign-up Page

•           Phone/Email in Customer Detail and Trial/Beta Usage Reports

•           Known Issues and Workarounds

What’s New in This Release

•                        Streamlining the application Sign-up / Sign-in (SUSI) experience

>                       Users subscribing to applications that have a trial or free plan are not prompted to select a plan or provide payment information. Instead, they get the free or trial plan automatically. (Developers can override this behavior if needed.)

>         All-in-one sign-up. Customers subscribing to an application or existing customers of an app who are making a new subscription (e.g., for an additional business) can now do this on a single page, compared to several pages/button clicks in the previous version of App Center.

>         The Business Profile fields a user must enter during the Sign-up / Sign-in flow is reduced from eight to two: Users are only prompted to enter a business name and phone number. (Address fields are no longer required or presented in the SUSI workflow.)

>         A new help interface has been added for customers or prospective customers who have login problems or general questions about an application. (The App Center FAQ page has also been revised to include links to this help interface.)

•                        Customization support for the sign-in (login) and sign up (choose plan) pages

>                       Partners can add a custom image or custom content to the initial SUSI screen that prompts users to sign-in using their Intuit Account or create a new Intuit account. By default, this area includes an App Center marketing image.

>         Partners can add custom content to the left hand margin in the all-in-one app sign-up page. By default, this area includes information pulled from the partner’s AppCard.

•                        Improved customer reporting to help partners run their business

>         The Trial/Beta Usage Report and Customer Detail Report available to partners with published applications via their IPP Partner account now include phone number and marketing preferences information for all application subscriptions.

•           Improvements to application launch and runtime performance

>                       The IPP QAR file contents are now stored locally in the user’s Web browser cache in order to save significant download time each time the user logs into the app. (The QAR file contains the native IPP application SWF files, images, config files, and so forth.) IPP checks these assets periodically to determine whether they have been updated since the last user log-in. If any changes have been made, the new version of the asset is downloaded and cached in the user’s browser.

•           New mapped roles for applications using IPP Intuit Data Services, providing a finer level of access control over the QuickBooks data:

>         Accounting (access accounting data such as General Ledger entries and Accounts)

>         Banking (access data related to banking such as deposits and accounts)

>         No data (allows access to the application but not to QuickBooks data)

•                        App Center enhancements to improve the application shop and learn experience

Fast-Path Sign-Up

Users subscribing to applications that have a trial or free plan are not prompted to select a plan or provide payment information. This is shown in the following sequence for an existing user.

First, the user clicks on the try/buy link for the application and is prompted to supply a business profile. If the user doesn’t have any of these yet, the user is prompted to supply a new one:

If the user already had a profile set up, this dialog would be replaced by a different one allowing the user to select an existing profile or create a new one. (The user is prevented from supplying duplicate profile names.)

Clicking Next bring you here:

Notice there is no opportunity to choose the paid plans or supply payment information. This provides the best user experience.

However, if the application developer wants to override this behavior and force the display of the Choose Plan page and payment information pages, this can be done at design time by clicking on the app icon within App Center and selecting Manage->Customize-Application->Advanced Settings, then set the override checkbox as shown below:

The customer gets to the simplified sign-up sign-n page in either of two ways:

•           Clicking on a buy link for an app that has only paid plans

•           Adding a new subscription for an additional business (i.e., the customer already has an existing subscription)

The following sequence shows the sign-in, sign-up process for a customer logged into App Center, but who doesn’t have any business profiles yet:

 

(If the user already had a profile set up, this dialog would be replaced by a different one allowing the user to select an existing profile or create a new one.)

The user clicks Next to get to the Choose Plan page:

The user selects a plan then clicks Next to bring up the payment information page:

After supplying the payment information, the user clicks Next to bring up the Subscribe page:

Clicking Subscribe performs the subscription and when finished displays the Confirmation page:

The user at that point launches the app by clicking the Start button as shown above.

How to customize these pages is described in the topic “Customizing Pages and Behavior” in the Federated Applications Guide.

The following are the customer detail report and the trial beta usage report, showing the new email and customer data fields. (These are accessible via the My Account link in the App Center header.)

 

Additional GA tracking has been added for the all-in-one sign-up page. The changes are documented in the Google Analytics release notes.

Known Issues and Workarounds

The follow table lists the known issues in the 2.0 release and any workarounds.

Issue

Workaround (if any)

Certain occurrences in QuickBooks can lead to a ‘forced sync” situation where the company file is re-synched to IDS. These occurrences include back up and restore of the QuickBooks company file within QuickBooks, database upgrades such as upgrading from QB 2009 to QB 2010, and so forth.

Any data written to IDS from an IPP Flex app or from a Federated app during a forced sync will not be able to be synched to the company file after the forced sync completes.

 

If you use an ampersand ("&" ) in the company address 1 field, for example, "1 R&D Way", no addresses will be displayed on the Select company page next time the page is displayed.

Also, when you go to Company Profiles for the Company that has an ampersand in the address 1 field, no address information is displayed,

Don’t use ampersand in the address 1 field.

 

 

 


Release 2.4

These release notes contain details about the 2.4 release of Intuit Partner Platform. This release provides significant new capability in accessing QuickBooks data through the Intuit Data Services (IDS) and provides a streamlined user experience in subscribing to applications (sign-up, sign-in). It also enhances support for click stream analytics and provides a better shop/learn experience in the Intuit Workplace AppCenter.

Contents

This document contains the following information:

•           What’s New in This Release

•           Bug Fixes

•           Known Issues and Workarounds

•           Improvements to the Sign-up, Sign-In Process

•           The Intuit Data Services has been significantly enhanced, with many new QuickBooks data objects available for read, and some new objects available for read/write. For complete details see the IDS Release Notes.

•           The sign-up and sign-in process has been streamlined. See Improvements to the Sign-up, Sign-In Processfor more details.

•           Users of beta versions of your app are now prompted to set up a realm for the application after the beta period expires, if the subscription doesn’t have a realm set up.

•           Realm setup has been moved; the user now sets up the realm after signing up for the app, now doing the realm setup when the data source selection is made

•          The sign-up and sign-in process has been significantly streamlined for beta, trial, and free applications: the end user no longer has to set up a profile setup and bypasses the previously required steps:

>         - Choose plan or Beta page

>         - Billing info (if applicable)

>         - Place order

>         - Order confirmation page (with 'go to app' button)

•           Click stream analytics now tracks new customer sign-up separately from existing customers signing in. New tracking is provided for upgrades (or downgrades) from Beta, Opt-in Trials, or Subscription. For more details, see the Google Analytics Release Notes.

•           Intuit Workplace App Center provides the following enhancements:

>         Expert picks tab features recommended applications based on expert review

>         New category layout

>         Misc. UI enhancements

The following are some of the bugs fixed in this release:

•           Users clicking Try/Buy multiple times could get duplicate

•            copies of their applications. This is now prevented. (See Improvements to the Sign-up, Sign-In Process.)

•           If a user purchased or trialed more than one instance of an application and used each instance with a different realm (company), the user could not tell which instance was linked to which company (realm). The user had to start the app instance in order to determine this. Fixed.

Known Issues and Workarounds

The follow table lists the known issues in the 2.0 release and any workarounds.

Issue

Workaround (if any)

Certain occurrences in QuickBooks can lead to a ‘forced sync” situation where the company file is re-synched to IDS. These occurrences include back up and restore of the QuickBooks company file within QuickBooks, database upgrades such as upgrading from QB 2009 to QB 2010, and so forth.

Any data written to IDS from an IPP Flex app or from a Federated app during a forced sync will not be able to be synched to the company file after the forced sync completes.

 

If you use an ampersand ("&" ) in the company address 1 field, for example, "1 R&D Way", no addresses will be displayed on the Select company page next time the page is displayed.

Also, when you go to Company Profiles for the Company that has an ampersand in the address 1 field, no address information is displayed,

Don’t use ampersand in the address 1 field.

 

The following are the sign-up, sign-in enhancements for this release:

•           Streamlined and enhanced business profile interface that

>         (a) prevents users from subscribing to an app more than once per business

>         (b) allows customers to launch existing subscriptions as well as add new ones.

•           Custom Welcome and App Invitation emails – partners can create their own email templates for customized subscription confirmation and user invitation messages. For details on modifying these templates, see the IPP Flex SDK Programmer’s Guide.

•           Improved sign-in interface, including client-side field validation in the sign-in form.

We’ll describe the first of these: (enhanced business profile interface) in these release notes.

Streamlined And Enhanced Business Profile Interface

In prior IPP releases, a customer who already signed up to try / buy an app through Intuit Marketplace or Intuit Workplace AppCenter, could subscribe again while intending to log into their existing subscription. Now, if this happens, a new business profile screen is posted to inform the user that they have already subscribed to the app, as shown here:

Notice that this screen performs 2 functions:

•           It lists the business profiles for which the customer has already set up subscriptions and provides a link to access each instance. If the customer has subscribed multiple times to the same app for different companies, all of the profiles are listed with accompanying access links.

•           It asks the user if they want to subscribe to the app for a different company. If the user indicates they do, then the business profile screen prompts the user to create / select a business profile. (The user will not be able to choose a business profile for which they have already established an app subscription.)

Sign-Up Flow for New Customer

The following screen caps show the progression and new dialogs for a new customer signing up to the Workplace for the first time (signs up for an Intuit Account):

Here, the customer is prompted for the Intuit Account information. This is shown if the user doesn’t already have an Intuit Account.

After the user fills this out and clicks Create Account, the user is prompted to create a business profile:

Notice the field validation.

Next, the customer is prompted to supply billing information:

After this is successfully filled out and completed, a confirmation message is shown:

Notice the button in the success message. Clicking on this will launch the app.

Sign-Up Flow For Existing Customer & Subscriptions

It is possible for a user to have multiple subscriptions to the same application, provided that each subscription uses a different business profile. For example, if the customer had three QuickBooks companies, there would be a separate business profile for each company and the customer could subscribe to the same app three times, with each subscription using a different profile.

If an existing user tries to sign up for an application, and there are existing subscription, the following screen is displayed, listing all of the current profiles/subscriptions and a Go To App Now button for each one:

You can click on one of the Go To App Now buttons to start up the application for the corresponding business profile, or you can create a new profile and click Use This Profile to proceed with it. You are prompted to fill out the subscription plan choices:

When you finish subscribing the success message is posted, from which you can also start the app:

 

 

 

Release 2.2

Contents

This document contains the following information:

•           What’s New in Workplace 2.2

•           Known Issues and Workarounds

What’s New in Workplace 2.2

Workplace 2.2 provides the following new or enhanced capabilities:

•           A new online shopping destination for all IPP apps called App Center, where customers can discover, try and buy an app. There will be an access point from within QuickBooks, for one click access to workplace.intuit.com/appcenter.

•           Enhanced IDS capabilities that provide the following:

>         Improved user experience for sync log; organized details in log by sync times

>         Additional sorting/filtering capabilities for names, items, accounts

>         API access to additional QuickBooks company preferences, including multi-currency on/off flag

 

Known Issues and Workarounds

The follow table lists the known issues in the 2.0 release and any workarounds.

Issue

Workaround (if any)

If you submit an App Card form (marketing information supplied in order to Publish an app) using Internet Explorer 8.0, you get a .Net error.

Set IE8 to Compatibility View. You can add sites to the list of websites that are to be browsed/viewed using Compatibility View.

For more details, see the online Help for IE8.

In IE6, if you use View Sync Status window without maximizing, there are no scroll bars.

Maximize the window.

Deploying hello world application on 1.0.29 framework, gets a Javascript error in IE7

Refresh the page.

In the use case where the application owner/manager is NOT the same person as the QuickBooks adminstrator, there is not yet an automated way to contact the QuickBooks administrator to set up the sync. (This feature was called “Sync Handoff” in some beta materials and videos.)

In this use case, the app manager must contact the QuickBooks administrator to sign up for the desired application and share access back to you.

Users clicking TryBuy multiple times and can get duplicate copies of their applications.

 

If a user attempts to attach to a realm and the plan has expired, the user is presented with the generic error message "We had an error processing your request. Please try again later"

 

If an application is not set to use QuickBooks data (IDS), then the developer cannot set any Mapped Roles. That is, when you click on Share->Manage Roles and create a new role, there is no Mapped Roles tab.

 

 



Release 2.0

Contents

This document contains the following information:

•           What’s New in Workplace 2.0

•           The New IDS Features

•           The New Data Sync Setup UI

•           The New User Management UI

•           Company Selection UI

•           Known Issues and Workarounds

Workplace 2.0 provides the following new capabilities:

•           IPP Version 2.0 expands the QuickBooks data integration capabilities by releasing the 2nd generation of Intuit Data Services (IDS). This version of IDS provides access to the following QuickBooks data objects via an HTTP/REST API (for federated app developers) and Flex tooling (for IPP Flex app developers):

>         Read/Write access to names: customer, vendor, employee

>         Read access to jobs

>         Read access to sales reps

>         Read access to accounts

>         Read access items

>         Read/write access to AR transactions: invoice, estimate, sales order, payment

>         Read access to QB product info: flavor of QB (i.e. manufacturing & wholesale, contractor, etc.), stratum of QB (i.e. pro, premier, etc.), version of QB (i.e 2008, 2009, etc.), when the QB file was last updated

•           To support the new IDS features, IPP v2.0 provides new end user UI features::

>         Data sync setup

>         User management

>         Company selection

>         Data sync status log

•           The v2.0 release extends the platform’s pricing capabilities with feature/entitlement based pricing.

The new IDS provides these benefits to app developers:

•           Provides accessibility of QB data – users are no longer tied to the desktop, users across the company can access QB data anywhere with an Internet connection/browser

•           Provides consistent/integrated experience across desktop and web apps for end users

•           Avoids manual/duplicate data entry – enter data once & automatically synced across apps

•           Enables developers to build more compelling apps that work more seamlessly with QuickBooks

•           Expands the QuickBooks data access provided in the first generation of IDS (ability to read/write customers, employees, and vendors) by providing similar access to many key QuickBooks transactions.

•           Filtering/sorting: enables developers to efficiently get data in the format needed for their specific applications:

The Sync Setup UI component covers the entire workflow of setting up an application with the desired data source after the signup/subscription step.  The v2.0 functionality offers users several options for connecting their apps to the desired data source using Intuit Data Services:

•           Sample data/test drive – allows users to try out the application using sample data.  Users can manually add their own data to the sample data set as part of the evaluation.  At any point, users can opt to start using “real” data with their app and they will be guided through that process.  Note: any manually-entered data added to the sample file will be lost upon syncing with QB.

•           Enter data manually (use as a standalone app) – allows users to enter their own data for the app.  Later, they have the option to sync with QuickBooks and their manual data will be merged with QuickBooks data in a single data set.

•           Connect app to company that is already synced to QuickBooks – if users have already connected other apps to QuickBooks, they can easily connect a new app to this same company data set without having to go through the sync setup process again.

•           Set up sync with QuickBooks – allows users to connect their app to data from a specific QuickBooks data file.

We’ve also made improvements to the existing data source selection flow. The new UI includes a guided flow with instructions and graphics to help users complete the required steps. This provides:

•           A guided workflow makes it easier to set up apps to work with expanded set of QB data

•           Flexibility to try out apps first and later sync with QuickBooks

This functionality integrates IDS APIs with the user management UI components:

•           Inviting users to an app and setting up desired permissions

•           Editing access rights for existing app users

•           Managing permissions to shared company data across all apps

This v2 feature provides a company selection option that allows users to filter the ‘my apps’ list by company.  This improves navigation on the workplace homepage and from the ‘my apps’ dropdown menu on the toolbar.

The follow table lists the known issues in the 2.0 release and any workarounds.

Issue

Workaround (if any)

In the use case where the application owner/manager is NOT the same person as the QuickBooks adminstrator, there is not yet an automated way to contact the QuickBooks administrator to set up the sync. (This feature was called “Sync Handoff” in some beta materials and videos.)

In this use case, the app manager must contact the QuickBooks administrator to sign up for the desired application and share access back to you.

A user who purchases/tries a Workplace app invites other users to the app and assigns them roles by starting the app and clicking the Share button in the toolbar.

Developers, during development, should use that same method to add users and share roles. However, currently, it is possible for developers to add users and assign roles during development in a different way. That is, by clicking the app icon and selecting Manage, then Customize->Application->Share.

This should be avoided as it can create various errors. For example, if you modify the application manager's role to something other than Administrator via Customize->Application->Share, you can delete the application manager.

However, that app manager user would still exist in the users list for that app and would still is able to access the application.

Do not add users to your app using Customize->Application->Share.

Instead, start your application and click on the Share button in the toolbar.

When viewing the users for a specific company via My Account -> Company Users, you can only see one realm at a time. There is no way to select a realm there.

Select the company in the My Applications Pane.

Sync (writeback) and sync log errors.

The Sync Log is a log generated at the QuickBooks client end that details the successes and failures of the attempted synch (the attempt to write data from IDS to the QuickBooks company file). End users can package up the current sync log to email to you by clicking on Preferences within the Intuit Sync Manager at the client.

Currently these are the known sync log errors:

The error 3200 (out of date) is currently not written to the log when it occurs.

(The out-of-date error is generated during an attempt to modify a record in QuickBooks that has been modified in QuickBooks after the last time IDS synched with QuickBooks. In this scenario, IDS has an outdated version of the record and the modify attempt fails.)

The error 3120 (object not found) is not written to the synch log in some cases.

(If a customer was deleted in QuickBooks but IDS then attempts Modify to that customer during the synch, error 3120 will be generated, but not written to the sync log.)

If a sync attempt is made with a modal dialog open in QuickBooks, the sync will fail and the error that gets displayed in IntuitSyncManager - is 3100 “duplicate name” and there is no log entry in Sync Log

In the sync log that the user sends to the app developer, the ordering can change, for example, sometimes customer is first, sometime vendor is first.

 

When setting up the Intuit Sync manager, after logon and again after selecting a company file to sync, the following security popup is displayed:

“You are about to be redirected to a connection that is not secure.”

However, all connections are secure (https) connections.

Dismiss the dialog when you see it.

In the UI for creating/assigning app tokens it is possible to uncheck the "OK To Copy" checkbox.

However, leaving this checkbox unchecked prevents proper operation of the app in IPP.

Always check the “OK to Copy” checkbox when creating an app token for the app.

If a user tries to start a Workplace app that has an expired subscription, a logout dialog appears that correctly informs the user about the expired subscription.

However, when then user clicks the Logout button in that dialog, the page returned shows raw XML.

Try a refresh in the browser.

Within Intuit Workplace if you edit preferences in the toolbar menu the window for the contact preferences displays but then an error is generated that states: “We’re sorry we could not process your request. Please try again later”

 

If you are setting up an app to use IDS (in Customize->Application->Advanced Settings) and don’t assign an app token, an error page is displayed that prompts you to "go to the application's dashboard". If you click on the button as prompted, a new page appears with the header and footer inside - and the error returns inside those frames.

In Advanced Settings, generate or assign the app token first. Then set the IDS checkbox.

Attempting to remove the user as the Realm Admin results in the error message “This request requires HTTP authentication”.

Other users who are realm admins can successfully be removed as Realm Admins.

 

As an admin who has access to User Management, if you downgrade your own permissions, you are removed from the application

 and you cannot add yourself back.

 

Workplace apps intermittently fail to load when using IE6 for the browser.

 

If a developer has a lot of applications, and some that are attached to realms, when he/she filters by realm, all "unattached" applications are also returned.

This behavior is as-designed, however it is worth noting the behavior.

 

Cancel button on FLEX error dialog aborts the app

.

This is as designed, as a result of the IPP Flex “Last Chance” error handler.

You need to implement your own error handler to handle the errors in the way that you want.

For Workplace apps on a free plan, once a subscriber cancels the free plan, the subscriber can never re-activate the plan or delete the application from their account. They must re-try a new app.

 

If a role has IPP Admin permissions and QuickBook Admin permissions the role displays as "Administrator" in the Manage Users list when the role is assigned to a user. This is true even where the title of the role is not "Administrator".

(Hovering over the title in Manage Users list displays the entire title.)

User shorter Role names.

Realm level permission changes - both add permissions and removing them - do not take effect until the user logs out and logs back in

 

The ability to "edit pricing plan" for an application that is on a Beta plan under Manage Applications is not functioning

.

 

If a workplace app is set to useMSA and then is set to useIDS, the Manage User feature still recognizes the app as an MSA app and accordingly loads the older user management dialog for it.

Contact developer relations using the support link to get help transistioning your app from MSA to IDS.

If you attempt to use the Tax Exemption page (My Account > User Profile > Account) and send an email to Intuit as prompted, the email link generates an Outlook error:

"The object could not be found"

Send your email to this address:

TaxExemptNotifications@intuit.com

 

 

 

Release 1.4

On April 22, we released an updated toolbar configuration for applications in workplace this has a number of new features for our customers and our developers:

 

For Customers

·         Enhanced navigation – no need to return to the workplace home portal to switch between purchased applications, with a drop-down menu of purchased applications in the header.

·         More prominent “sign out” link in the header

·         More prominent access to help – both to request support and to submit feedback

·         A single menu to access and change settings related to the user and users that share the application

·         Single-click access in a common place to share the application with other users.

·         Single-click access to write a review for the application

 

 

For Developers

·         During trials, users have single-click access to buy the application during use without leaving the application

·         During trials, users are notified of the time remaining in their trial

·         Regardless of the application a user is using, they have drop-down menu access to find more applications, including your own.

 

Important:  For both old and new toolbars, it is important that you maintain the “wmode” setting of “transparent” for the flash player, without that the drop-down menus in the header do not appear to drop down because they drop in a layer below the flash player and are obscured by the player.  In the default index.html file, the Flash player is set to a transparent background (“wmode”  “transparent”) at startup to allow proper

display of the new Toolbar. This must not be changed, and if you have changed this, or do not currently have this set, you must change it.  For all other apps, including federated applications and native applications implemented with technologies other than Flex (i.e. SilverLight or proprietary technologies), it is important that your application comply with the browser z-ordering or otherwise behave transparently to prevent occluding the drop-down menus.

 

 

Note: In addition two weeks ago we released framework 1.0.25 with a change in the library (and index.template.html) to provide better support for user management invoked from the toolbars that surround an app in IPP. We've heard from users that they'd like a single place to access the user management functions of their applications and so we've provided some hooks to allow your application some control over that, with the default behavior being to support user management using our built-in controls -- so let's start with the basic flow that will occur here:

We recognize that not all applications want to support sharing the application, at least in the traditional way of inviting additional users, so your application can explicitly declare that it does not support user management by setting the supportUserMgmt attribute of the core:QBApp component in your main .mxml file to false.

 

You may support user management, but want your own user experience around user management, instead of our userMgmtDialog and newUserDialog controls -- again, you can override the default by setting the useNativeUserMgmt attribute on the core:QBApp declaration in your main .mxml file to false. When you do that, you take responsibility for responding to the QuickBaseMSAControl.EVENT_KINGUSSIEDOUSERMGMT and QuickBaseMSAControl.EVENT_KINGUSSIEDOADDUSER events. You can define a handler for those events from any object in your application by adding an event listener to the CairngormEventDispatcher, for example, if I have a function in my object called "doUserMgmt" that takes a "CairngormEvent" parameter, I can set it to handle the DOUSERMGMT event like this

UTF-8 Support – IPP now requires all requests to be encoded in UTF-8. Other encoding shall be accepted but not supported. Developers are strongly advised to encode all requests in UTF-8.
In case of login problems into IPP, users can submit a support request by clicking on the help link below the sign in form.

Prior to this release [1.4],   once an application was published, changing the permissions for any of the roles in the published application was considered a breaking change and it would prevent you from successfully updating the clones. However, starting with this release, you can modify the permissions on a role and these changes will be automatically propagated to all of the clones of your published application. (Deleting or renaming roles are still breaking changes and are not allowed.)

IPP restricts developers from making QuickBase schema changes to production applications if those schema updates are considered “breaking changes”.
Previously, IPP considered any modifications made to existing role permissions as breaking changes. This limit has been relaxed; developer can now make changes to permissions for existing roles.  Note that IPP will still consider changing the names of existing roles or the outright deletion of existing roles to be breaking changes and schema update will not be allowed under these circumstances.. Note also that changes to existing role permissions will affect existing customers of your application;  that is, users will have different access rights after the schema update. Therefore, developers are advised to carefully consider how users in different roles are using the application before modifying existing role definitions.

 

 

Release 1.3

Starting with version 1.3, Workplace will start using Intuit Accounts for authentication purposes. Current workplace users shall be migrated over to using Intuit Accounts. Workplace users who do not have Intuit accounts will be asked to create new Intuit Accounts, while Workplace users who have an Intuit account will be linked. This shall be a onetime process, and after migration, users should only login with their Intuit Account credentials.

For security purposes Workplace will now do email verification for all users. This will be done during new account creation or during migration of existing Workplace users over to Intuit Accounts. This will also be done when a user changes his email address.

For application developers all API's should work as usual. But there will be a change for the developers using the Flex Framework. The username and password stored in the Framework will need to be updated to the new Intuit account credentials. Developers will have to login through the workplace UI and link or create their Intuit accounts, and update the username and password for each project, using the IPP SDK plugin for Flex Builder.

To update your user name in a project, open it in Flex Builder, select the project in the left navigation pane, then select Intuit Partner Platform SDK ->Tools->Manage an IPP Project Definition->Edit an IPP Project, then change the user name to your new user name and click Finish. Supply your new password when prompted. 


Software Updates / Fixes
For a complete list of software updates / fixes please review the release notes located here.