April 9, 2022

Overview

Global

Redesigned User Experience

Rollout preparation, documents list views and record headers, and other enhancements.

Changes to the OpenAir Help Center

View the release notes archive in the redesigned help center.

Additional Field Values Displayed on Customer Dropdown Lists

Identify customers with the same name using other information when selecting a customer from a dropdown list or using the Customer search on entity forms.

Changes to Approval Process Editing Permission

Editing an approval process is not permitted when there are any items pending approval progressing through that approval process.

Support for Venezuela Bolivar Soberano (VES) Currency

The Venezuela Bolivar Soberano (VES) was added to the list of supported currencies.

Details

Projects

Changes to the Project Center Feature

View the availability of the resource or each week as you make changes , drag the fill handle to copy a booking hours value to adjacent cells, and copy and paste booking hours in the project center booking worksheet.

Ability to Copy Bookings with Projects

Create project templates complete with bookings then copy all bookings from your templates across to the new projects you create from these templates.

Details

Platform

Changes to OpenAir XML API and SOAP API

New extensions to the OpenAir XML API and SOAP API.

Changes to OpenAir REST API

OpenAir REST API supports all CRUD (Create, Read, Update, delete) methods for projects and supports filter sets when retrieving information.

OData Explorer in Scripting Studio

Browse OData resources and columns available in these resources when creating your scripts in the scripting studio.

NSOA.report.data(reportId, optionalParameters) Support for Select and Filter Query

Use select and filter optional parameters to retrieve only the information you need from published OpenAir reports in your form scripts and scheduled scripts.

NSOA.context.getLanguage()

Get the user’s display language preference from your form scripts.

Details

Business Intelligence Connector

Support for $select and $filter Query Options

Use select and filter query options in OData requests to return only the information you need.

Details

NetSuite Connector

Direct Filters for All Export Workflows

Speed up your integration with direct filters.

Filter Builder for All Export Workflows

Use the new filter builder to define filter conditions for each export workflows and speed up the integration.

Advanced Mapping Support for the Update NetSuite Projects Using OpenAir Project Data Integration Workflow

Set field mapping definitions using the advanced mapping notation for the Update NetSuite projects using OpenAir project data integration workflow.

Advanced Mapping Support for the Update NetSuite Tasks Using OpenAir Task Data Integration Workflow

Set field mapping definitions using the advanced mapping notation for the Update NetSuite tasks using OpenAir task data integration workflow.

Tips for Custom Export of OpenAir Reports to NetSuite

Follow best practice tips for creating custom record type that will hold the information you export from published OpenAir reports.

OpenAir NetSuite Connector Documentation

View the OpenAir NetSuite Connector Guide in the OpenAir Help center.

Details

System Integration

OpenAir Mobile 4

Download OpenAir Mobile 4 from the App Store (iOS devices) or Google Play Store (Android devices).

OpenAir Integration Manager 6.6

A new version of OpenAir Integration Manager is available.

Details

Security

Employee Password Validation Against Known Compromised Passwords

Validate new passwords against a list of known compromised passwords when an employee attempts to change password.

Details

Service Changes Impacting Infrastructure

Deprecation of www.openair.com Generic Domain for Integrations and Add-On Services

Usage of the generic domain www.openair.com for integrations and add-on services is deprecated and will be removed in the April 2023 OpenAir release.

Details

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Details

Global

Redesigned User Experience

Prepare for the upcoming redesigned user experience rollout to all accounts. See Redesigned User Experience Rollout.

The redesigned OpenAir user experience includes the following changes:

• Access Control for Bulk Actions in List Views — Control access to bulk actions in list views using role permissions.

• Redesigned Advanced Filters — Enable the new compact design for the advanced filters panel.

• Distinct Value Column Filter for Project — Filter list view data by project using distinct value column filters on all relevant list views.

• New Redesigned List Views — The redesigned list view layout and features are now available for documents lists.

• New Redesigned Screen Headers — The redesigned screen header layout and features are now available for document records.

Redesigned User Experience Rollout

We will enable the redesigned user experience for all accounts in waves in April–June 2022.

• Production accounts: Refer to the Proactive Feature Change Notification (PFCN) sent on January 27, 2022 for the rollout date on your production account.

  Note: If the date set for your production account does not work for you , contact OpenAir Customer Support to arrange for the Redesigned User Experience feature to be enabled at an earlier date.

• Sandbox accounts: The redesigned user experience will be enabled for all sandbox accounts on March 19, 2022.

Access Control for Bulk Actions in List Views

Account administrators can control who can access bulk actions for expense reports, timesheets, employees and guests, projects, bookings, charges, project billing transactions, and revenue recognition transactions list views by role permission.

Go to Administration > Employees > Roles > [Select a role] and check the Disallow the use of bulk actions in <record type> list views box to disable bulk actions for that role and list view.

If bulk actions are available for the list view and enabled for the user’s role:

• The bulk actions column is always the first column on the left and shows a check box for each row in the list.

• The list view toolbar includes the bulk actions panel.

Otherwise, the bulk actions column and toolbar panel are not available.

For more information about bulk actions, see Bulk Actions.

Redesigned Advanced Filters

The Redesigned Advanced Filters optional feature changes the user interface for advanced filters on redesigned list views. The advanced filters panel is compact and lists filter conditions horizontally instead of vertically. It lets you select and apply saved filters directly from the list view toolbar instead of the flyout panel. The new design brings better usability and takes less of your canvas space.

1. Click the Filter icon in the list view tool bar or press on your keyboard to show or hide the advanced filters panel under the list view toolbar.

   If an advanced filter is currently applied to your list view, the Filter icon is displayed in green color .

   Click the caret icon and select an option to save or delete the filter.

2. The filter selector in the list view toolbar shows the name of the filter that is currently applied to your list view or All data if no filters are applied.

   • The default name for new filters is Unsaved filter

   • A red asterisk next to the filter name indicates there are unsaved changes.

   • Click the filter name to select and apply one of your saved filter, or to clear advanced filters and show All data.

     

     

3. The logical operator is shown in light blue color background. Click the logical operator to change it. Select Match all if the results must match all specified filter conditions (AND logical operator) or select Match any if the results must meet at least one of the specified filter conditions (OR logical operator).

   Note: The default logical operator for list view advanced filters is Match all. Whenever possible, set advanced filters to match all specified filter conditions for optimum list view performance.

4. Each filter condition shows the field name, the comparison operator and the value in a simple sentence structure. If multiple values are selected, the filter conditions shows a number indicating the number of values selected instead of the value.

   Click a filter condition to modify it, or click the clear icon to remove a filter condition.

   To add a new filter condition:

   1. Click the add icon in the advanced filter panel.

   2. Enter a field name. A list of matching available field names appears and is updated as you type. Select the relevant field.

   3. Select a comparison operator.

   4. (Optional) Select one or more values, or a range from predefined dropdown options, or enter a custom value, depending on the field type and comparison operator.

   

   

   Note: Review the following guidelines:

   • You must add at least one filter condition before you can save the filter.

   • It is not necessary to select or enter a value for each filter condition you define. The filter condition will be ignored if the value is not specified. This may be helpful if you want to configure saved filter templates, which you can then can adapt by selecting relevant values for each filter condition.

     

     

   • The customer dropdown list in the Redesigned Advanced Filters feature shows additional customers information in addition to the customer Name, depending on your OpenAir account configuration. See Additional Field Values Displayed on Customer Dropdown Lists.

5. Click Save and Apply to save the changes you made to the filter, or click Clear to clear all filter conditions.

Distinct Value Column Filter for Project

You can now filter the list view data by project using a distinct value column filter on all list views where the column is available. A distinct value column filter replaces the alphabetical column filter for the Project column on the following list views:

• Projects > Projects

• Projects > Project budgets

• Resources > Resource Requests

• Resources > Resource Request Queues

For more information about column filters, see Column Filters.

New Redesigned List Views

The redesigned user experience list view layout and features are now available for the following list view:

• Workspaces

  • Workspaces > [Select a workspace] > Documents

The list view lets you expand and collapse folders by clicking the expand icon and collapse icon next to the folder name.

The action column includes the following actions:

• Edit — click the edit icon to modify a folder name or properties.

• View — click the view icon to view the document.

• Download — click the download icon to save the document on your computer.

• Replace — click the replace icon to replace the existing document with another.

For more information about redesigned list view features, see List Views.

New Redesigned Screen Headers

The redesigned user experience screen header layout and features are now available for document records:

• Workspaces

  • Workspaces > Documents > [Select a document]

  • Workspaces > [Select a workspace] > Documents > [Select a document]

For more information about redesigned record headers, see Record Header.

Changes to the OpenAir Help Center

View the release notes archive in the redesigned help center.

The OpenAir Help Center has a new layout in line with the redesigned OpenAir user experience.

1. Use the links in the screen header to navigate quickly to specific landmark help center pages or to external resources. Resources outside the OpenAir Help Center such as the OpenAir Data Dictionary or OpenAir SuiteAnswers show in blue color and with the external resource icon .

2. Search help topics by entering a keyword or phrase in the search bar and clicking the search icon .

3. Browse help topics in the table of contents pane.

4. View help topics in the main content pane.

The OpenAir Help Center also includes a release notes archive. This archive includes release notes for all past OpenAir releases since September 2000. The content of the release notes archive is excluded from the Help Center search. It is available for reference only – The features described in the release notes archive may have been changed or removed in later releases.

Additional Field Values Displayed on Customer Dropdown Lists

Identify customers with the same name using other information when selecting a customer from a dropdown list or using the Customer search on entity forms.

By default, the customer dropdown lists on entity forms only include the customer Name. When the Number of entries to display in Customer dropdowns is set to a finite number in your personal settings, a search tool is also available. By default, the search results only include the customer Name.

You can now configure OpenAir to show up to three additional standard or custom field values separated by a comma on the customer dropdown lists and search result lists if your role allows you to view the information.

The additional field values also show on Customer dropdown lists when using the Redesigned Advanced Filters optional feature. See Redesigned Advanced Filters.

Administrators can select which additional fields are shown in the dropdown lists and search results.

Changes to Approval Process Editing Permission

Editing an approval process is not permitted when there are any items pending approval progressing through that approval process.

Modifying an approval process while some items are still awaiting approvals may cause problems with progressing approval for these items. By default, OpenAir no longer permits an approval process to be modified if there are one or more items progressing through this approval process.

Support for Venezuela Bolivar Soberano (VES) Currency

The Venezuela Bolivar Soberano (VES) was added to the list of supported currencies.

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Projects

Changes to the Project Center Feature

View the availability of the resource or each week as you make changes, drag the fill handle to copy a booking hours value to adjacent cells, and copy and paste booking hours in the project center booking worksheet.

The following features are available if the Project Center feature is enabled for your account:

• Resource Availability and Booking Warning Indicators

• Booking Row Cells Copy and Paste

• Copy a Booking Row Cell Using the Fill Handle

• Editable and Read-Only Mode Indicator

• Changes to Project Center Optional Features

Resource Availability and Booking Warning Indicators

View the availability of the booked resource for each week as you make changes, and view warning indicators showing out of schedule bookings and potential overutilization of resources.

When you click a cell in the project center booking worksheet, all cells in the booking row show a visual indication of the resource’s availability that week. The availability indicator shows the number of hours available for booking and a horizontal progress bar representing the proportion of the resource’s working hours that are already booked that week. It is updated automatically as you make changes.

When you edit a cell value, the cell shows the availability indicator until you save the project center booking worksheet. This also serves as a visual reminder of the cells you updated since you last saved changes.

• The number of hours available is calculated as the employee’s working hours less the hours the employee is booked for in that week.

  Hours Available = Working Hours – Booked Hours, where:

  • Working Hours are based on the employee work schedule with any schedule exceptions and approved time off work deducted.

  • Booked Hours is the sum of hours across all relevant bookings for that resource and that week. Bookings included in the calculation depend on your account configuration — see Resource Availability Calculation Administration Controls.

  Example

  If the resource works 40 hours in the week according to the work schedule, has 16.06 hours booked to other tasks this week, the resource has 23.94 available hours. If you book the resource for 6 hours to this task this week (1), the resource now has 17.94 available hours (2).

  

  

• The progress bar is color-coded:

  • Gray color — No booked hours in that week.

  • Green color — Booked hours make up less than 75% of working hours in that week.

  • Orange color — Booked hours make up between 75% (included) and 100% (excluded) of working hours in that week.

  • Red color — Booked hours make up 100% or more of working hours in that week. The available hours also appears

The project center booking worksheet shows warning indicators for:

• Booked hours making up 100% or more of working hours — The resource availability indicator always shows in the cell if 100% of more of the resource time is booked for the resource that week.

  

• Out of Schedule Bookings — The cell is highlighted with a red color outline and the hours show in red color if the booking is before the scheduled start time or after the scheduled end date for the task or project.

  

You can choose to display or not to display the resource availability and warning indicators using the list options. The following switches are now available:

• Group booking rows (note this was previously “Grouped”).

• Show availability — This switch controls whether the resource availability indicators are visible or not for the entire booking row when selecting a cell.

• Warning Indicators:

  • Overbooked resources — This switch controls whether the warning indicators for booked hours making up 100% or more of working hours are visible or not.

  • Off-schedule bookings — This switch controls whether the warning indicator for bookings falling out of schedule are visible or not.

Resource Availability Calculation Administration Controls

Account administrators can configure which bookings are excluded from the available hours and booked hours calculation based on the Booking type and Approval status. To configure which bookings are excluded from the available hours calculation, go to Administration > Application Settings > Projects > Project Center Options, and select:

• The Booking types excluded from resource availability calculation on the Project Center page — All booking types are included by default.

• The Booking approval statuses excluded from resource availability calculation on the Project Center page — All approval statuses except “Rejected” are included by default. Rejected bookings cannot be included in the available hours calculation.

Booking Row Cells Copy and Paste

Copy or cut values from the project center booking worksheet (booked hours) to the clipboard and paste values from the clipboard to the project center booking worksheet.

• To copy cells to the clipboard, drag to select a range of adjacent cells and press Ctrl+C (Windows) or Cmd+C (macOS).

• To cut cells (copy to the clipboard and delete values when values are pasted), drag to select a range of adjacent cells and press Ctrl+X (Windows) or Cmd+X (macOS).

• To delete multiple cell values at the same time, drag to select a range of adjacent cells and press Delete.

• To paste the clipboard content into the project center booking worksheet, select the first cell of the destination range and press Ctrl+V (Windows) or Cmd+V (macOS).

• To clear the clipboard content after you copy or cut cells, press Esc. The cut values are not deleted until you paste them.

The selected area is highlighted with a light blue color background and outlined with a thin blue solid line. When you cut or copy the selected area, the outline changes to a dotted line. When you paste the clipboard content, the destination range is highlighted with a light blue color background and outlined with a thin blue solid line.

Review the following guidelines:

• You can copy, cut and paste values across multiple adjacent rows and columns.

• You can only select adjacent booking rows for the same task, or select adjacent booking rows at the project level. It is not possible to copy, cut or paste booking rows across multiple tasks at the same time.

• When pasting into the project center booking worksheet:

  • You can paste up to 100 columns at the same time.

  • You can only paste into adjacent booking rows for the same task, or paste into adjacent booking rows at the project level. If the clipboard data contains more rows than the number of available booking rows, only the first rows of clipboard data are pasted into available booking rows, additional rows of data in the clipboard are ignored.

  • The selected cell or range indicates the top left corner of the destination range. If you select a range smaller than the clipboard content, the clipboard content is copied into a destination range of up to 100 columns across and up to the number of available booking rows down. Conversely, if you select a range larger than the clipboard content, the destination range is the same size as the clipboard content up to 100 columns across.

  • All existing values in the destination range are overwritten. If the source cell was empty, the destination cell is cleared.

  • You can paste numerical values copied from any application, including tab-separated numerical values copied from a text file.

  • The source values must be in the correct numerical format, either an integer or a decimal number with a dot for decimal separator — 26.75, for example. Pasting a cell value formatted as text or as a number with a comma for decimal separator or thousands separator, for example, clears the destination range. This is independent on the number format in your personal settings.

• Changes in the project center booking worksheet are not saved automatically. To save the changes, click Save. To discard the changes, click Discard.

Copy a Booking Row Cell Using the Fill Handle

Copy a value into adjacent cells on the same booking row by dragging the fill handle to the left or right.

Editable and Read-Only Mode Indicator

A label above the project center column headers indicates whether the project center is editable or read-only, depending on the access control settings for the project you are viewing and your permissions. You cannot add, delete or modify phases, tasks, milestones or bookings if the project center view is read-only.

Changes to Project Center Optional Features

Effective with the April 2022 OpenAir release, the Project Center Outline View and Project Center Booking Worksheet optional features will be consolidated into a single optional feature. All project center functionality will be available as part of the Project Center optional feature.

Ability to Copy Bookings with Projects

Create project templates complete with bookings then copy all bookings from your templates across to the new projects you create from these templates.

The start date of each booking associated with the new project is relative to the project start date and determined based on the start date of the booking associated with the project template relative to the project start date in the template. This feature, in combination with the booking-driven project schedule calculation introduced in the October 2021 OpenAir Release, saves time staffing your new projects in the project center view.

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Platform

Changes to OpenAir XML API and SOAP API

New extensions to the OpenAir XML API and SOAP API.

SOAP Complex Type	XML Data Type	Property	Description
oaProjectbillingtransaction	oaProjectbillingtransaction	fulfillmentid	Read the internal ID of the fulfillment record associated with project billing transactions.
oaViewfilter	Viewfilter	limit_values	Read the limit_values for each field limited by form permission rules.

Changes to OpenAir REST API

OpenAir REST API supports all CRUD (Create, Read, Update, delete) methods for projects and supports filter sets when retrieving information.

This release includes the following REST API enhancements:

• New Endpoints and Methods

• Filter Set Request Query String Parameter

• Changes to Project Object Properties

• Changes to Referenced Objects and Expansion Feature

New Endpoints and Methods

The following methods are available:

• POST​ /projects/ — Insert a project.

• POST ​ /projects​/bulk/ — Insert Multiple Projects.

• PUT​ /projects/{id} — Update a project.

• PUT​ /projects/bulk/{ids} — Update Multiple Projects.

• DELETE​ /projects/{id} — Delete a project.

• DELETE​ /projects/bulk/{ids} — Delete Multiple Projects.

The Filtering, Pagination and Expansion features are supported when working with Projects using the REST API.

Filter Set Request Query String Parameter

Use the query string parameter filterSetId to specify the internal ID of the filter set to be applied when retrieving data using a GET method. All available OpenAir REST API resources support the filterSetId parameter.

• When specified, the response includes only data that is available when the specified filter set is active in OpenAir. The filter set with the specified internal ID must exist and must be associated with the user who authorized the application as per the access token.

• Otherwise and by default, the primary filter set associated with the user who authorized the application is applied.

OpenAir REST API returns an error with HTTP Status Code 403 Forbidden when:

• The specified filter set does not exist or is not associated with the user on behalf of whom the client application is using the REST API to access OpenAir.

• When the specified filter set is applied, the user on behalf of whom the client application is using the REST API to access OpenAir does not have access to the requested resource.

Changes to Project Object Properties

• Added project object properties filterSetIds (filter sets the project is included in) and hierarchyNodes (project hierarchy nodes, available when reading or creating projects).

• Removed project object properties costTypeFilter, customerExcludeFilter, projectExcludeFilter — These fields are part of a feature that is not supported by OpenAir REST API.

Changes to Referenced Objects and Expansion Feature

The following changes have been implemented:

• The number of expanded objects that can be returned in the included array is limited to 1,000 objects by default. If the number of expandable objects referenced in the main response elements (data array) exceeds 1,000 objects that can be returned by a single request, the included array contains only the first 1,000 expanded objects. The response also includes a warning message in the meta object. To avoid this situation, use the limit parameter to reduce the number of main response objects and expanded objects returned.

  Note: To review your requirements, and increase the maximum number of expanded objects that can be returned by a single REST API request, contact OpenAir Customer Support. Note that there will be a performance trade off if the maximum number of expanded object is increased.

• Support for metavalues — If expanded objects are referenced by metavalues (negative integers) instead of internal IDs in the main response element (data array), the response substitutes the object internal IDs for metavalue references in the relationships array.

OData Explorer in Scripting Studio

Browse OData resources and columns available in these resources when creating your scripts in the scripting studio.

Select the resource type (published list view or published report), the resource, and the column, to view a code example using information in that resource and column. Select and drag the code example into the editor pane to use the snippet in your script.

The OData explorer shows both the OData resource ID and the saved list view or saved report title. This make it easier to identify and reference the correct OData resource by ID directly from the scripting studio.

For more information about the OpenAir Scripting Studio, see Scripting Studio.

NSOA.report.data(reportId, optionalParameters) Support for Select and Filter Query

Use select and filter optional parameters to retrieve only the information you need from published OpenAir reports in your form scripts and scheduled scripts.

The NSOA.report.data(reportId,optionalParameters) accepts the following additional parameter:

• (optional) optionalParameters — an object with the following properties:

  • (optional) select — the list of columns to return (string array).

  • (optional) filter — a logical expression defining the criteria items must match to be included in the response (string).

  For information about column names and filter expression syntax and guidelines, see Support for $select and $filter Query Options.

For more information, see NSOA.report.data(reportId,optionalParameters).

NSOA.context.getLanguage()

Get the user’s display language preference from your form scripts.

The NSOA.context.getLanguage() returns the ISO 639–1 two-letter code for the language selected in the authenticated users’s personal settings, or xx, if the Show language keys view option is in use. You can use this function to detect the user’s display language preference and show translated versions of the same message accordingly in your form scripts.

For more information, see NSOA.context.getLanguage().

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Business Intelligence Connector

Support for $select and $filter Query Options

Use select and filter query options in OData requests to return only the information you need.

You can now use the $select and $filter query options when retrieving information from your OpenAir OData feed.

• Add the $select query option at the end of the OData resource URL to return only the columns specified.

  https://<account-domain>/odata/v4/reports/report279?$select=<columns>, where <columns> is a comma separated list of column names.

  Example: https://<account-domain>/odata/v4/reports/report279?$select= Name, Total returns the Name and Total columns only.

  Note: It is not possible to specify the column order in the data returned using the $select parameter. Columns are always returned in the same default order, independently of the order of columns listed in the OData request.

• Add the $filter query option at the end of the OData resource URL to return only results that match the filter expression specified.

  https://<account-domain>/odata/v4/reports/report279?$filter=<expression>, where <expression> is a logical expression. The operators and functions supported for use with the filter query option are listed in the following tables.

  Comparison Operators — The syntax for comparison operators is <column> <operator> <value>, where:

  • <column> is the column name

  • <operator> is the comparison operator

  • <value> is the comparison value

  Operator	Description	Example
  eq	Equals	The following example requests all expense receipts owned by employees whose name is ‘Smith’. https://<account-domain>/odata/v4/reports/report279?$filter=Name eq 'Smith'
  ne	Not equal	The following example requests all The following example requests all expense receipts owned by employees whose name is not ‘Smith’. https://<account-domain>/odata/v4/reports/report279?$filter=Name ne 'Smith'
  gt	Greater than	The following example requests all expense receipts with a total value greater than 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Total gt 1000
  ge	Greater than or equal	The following example requests all expense receipts with a total value greater than or equal to 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Total ge 1000
  lt	Less than	The following example requests all expense receipts with a total value less than 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Total lt 1000
  le	Less than or equal	The following example requests all expense receipts with a total value less than or equal to 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Total le 1000

  String Comparison Functions — The syntax for string comparison functions is <function>(<column>,<string>), where:

  • <function> is the comparison function

  • <column> is the column name

  • <string> is the comparison string between single quotation marks

  Function	Description	Example
  startswith(<column>,<string>)	Starts with	The following example requests all expense receipts associated with projects with a name that starts with ‘Hardware impl’. https://<account-domain>/odata/v4/reports/report279?$filter=startswith(Project_Name,'Hardware impl')
  endswith(<column>,<string>)	Ends with	The following example requests all expense receipts associated with projects with a name that ends with ‘ware implementation’. https://<account-domain>/odata/v4/reports/report279?$filter=endswith(Project_Name,'ware implementation')
  contains(<column>,<string>)	Contains	The following example requests all expense receipts associated with projects with a name that contains ‘software’. https://<account-domain>/odata/v4/reports/report279?$filter=contains(Project_Name,'software')

  Logical and Precedence Grouping Operators

  Operator	Description	Example
  not	Logical not	The following example requests all expense receipts associated with projects with a name that does not contain ‘software’. https://<account-domain>/odata/v4/reports/report279?$filter=not contains(Project_Name,'software')
  and	Logical and	The following example requests all expense receipts owned by employees whose name is ‘Smith’ and with a total value greater than or equal to 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Name eq 'Smith' and Total ge 1000
  or	Logical or	The following example requests all expense receipts owned by employees whose name is not ‘Smith’ or with a total value less than or equal to 1000. https://<account-domain>/odata/v4/reports/report279?$filter=Name ne 'Smith' or Total le 1000
  ()	Precedence grouping	The following example requests all expense receipts owned by employees whose name is ‘Smith’ and with a total value either greater than or equal to 1000 or less than 500. https://<account-domain>/odata/v4/reports/report279?$filter=Name eq 'Smith' and (Total ge 1000 or Total lt 500)

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NetSuite Connector

Direct Filters for All Export Workflows

Speed up your integration with direct filters.

When using direct filters, OpenAir NetSuite Connector retrieves only those records matching the filter conditions from the database. Otherwise, OpenAir NetSuite Connector retrieves all records and evaluates the each record against the filter conditions.

Filter Builder for All Export Workflows

Use the new filter builder to define filter conditions for each export workflows.

The filter builder was introduced in the October 9, 2021 OpenAir release for custom workflows exporting published OpenAir report data to NetSuite custom records. It is now available and replaces the previous filter user interface for all workflows exporting information from OpenAir to NetSuite.

The filter builder lets you define filter condition using a simple user interface to select fields and operators. It validates your filter syntax, and simplifies it by removing the need for field declaration and opening and closing filter block statements.

For more information about the filter builder, see Using Filters.

Advanced Mapping Support for the Update NetSuite Projects Using OpenAir Project Data Integration Workflow

Set field mapping definitions using the advanced mapping notation for the Update NetSuite projects using OpenAir project data integration workflow.

The Update NetSuite projects using OpenAir project data integration workflow now supports advanced mapping.

For more information about the project update export workflow, see Update NetSuite Projects with OpenAir Project Data Export Workflow.

For more information about using advanced field mapping, see Using the Advanced Tag Notation.

Advanced Mapping Support for the Update NetSuite Tasks Using OpenAir Task Data Integration Workflow

Set field mapping definitions using the advanced mapping notation for the Update NetSuite tasks using OpenAir task data integration workflow.

The Update NetSuite tasks using OpenAir task data integration workflow now supports advanced mapping.

For more information about the task update export workflow, see Update NetSuite Tasks with OpenAir Task Data.

For more information about using advanced field mapping, see Using the Advanced Tag Notation.

Tips for Custom Export of OpenAir Reports to NetSuite

Follow best practice tips for creating custom record type that will hold the information you export from OpenAir published reports.

When creating a custom workflow exporting OpenAir published report data to NetSuite, you can now view best practice suggestions for setting up the custom record type in NetSuite. This includes suggestions for:

• Custom record type Name, ID, and Description.

• Custom fields to include with suggested Description, ID and Type for each custom field.

For more information about published report custom exports, see Exporting OpenAir Published Report Data To NetSuite Custom Record Types.

OpenAir NetSuite Connector Documentation

View the OpenAir NetSuite Connector Guide in the OpenAir Help center.

The Tips menu link to the OpenAir NetSuite Connector Guide now points to the online version of the guide in the OpenAir Help Center. The improved guide provides workflow and default mapping reference documentation for most standard workflows.

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System Integration

OpenAir Mobile 4

Download OpenAir Mobile 4 from the App Store (iOS devices) or Google Play Store (Android devices).

OpenAir Mobile 4 is now available for iOS and Android devices and includes new functionality that optimizes the way you work with expenses.

• OpenAir Mobile 4.0 released on January 12, 2022 included an intuitive new design for expenses and other enhancements — See Redesigned Expenses Module and Other Enhancements.

• OpenAir Mobile 4.3 will be released in the second quarter of 2022, with new share, clone and move features letting you work even quicker with expenses.

• Download links pointing to the App Store (iOS devices) or Google Play Store (Android devices) are now available in the User Center menu in OpenAir. See Downloading OpenAir Mobile from OpenAir.

For more information about the new features in OpenAir Mobile 4, see the updated OpenAir Mobile User Guide.

Upcoming Features (OpenAir Mobile 4.3)

OpenAir Mobile 4.3 lets you work quicker and more easily than ever with expenses using the following features:

1. Add attachments to your expense reports and receipts directly from other apps using the share function on your device. Browse and select files stored on your device or in the cloud using your preferred app and send them to OpenAir Mobile without leaving the app. The new share functionality lets you choose the expense report or receipt you want to add the attachments to.

2. Clone an existing expense report, along with all receipts therein. Move a receipt across to another expense report, duplicate a receipt in the same expense report, or copy a receipt across to a different expense report. Tap the clone icon, or tap the more actions icon then choose the move or clone action from the context menu. OpenAir Mobile lets you change any of the receipt details as well as select the destination expense report before you move a receipt or create a duplicate receipt.

3. View in-app tips highlighting feature changes after you update the OpenAir Mobile app. For example, OpenAir Mobile 4.3 simplifies the way you reject selected time entries or the whole timesheets with both options available when you tap the reject icon. The app point out this feature change the first time you go to a timesheet to approve after updating to version 4.3.

4. Choose between a light display theme, a dark display theme, or the display theme selected in your device settings. Activate the dark theme to reduce eye strain and avoid disturbing others when working with timesheets and expenses in low-light settings.

5. Edit expense reports and timesheets to approve, or edit or delete expense reports and timesheets already submitted for approval (if your OpenAir account configuration permits it).

Redesigned Expenses Module

OpenAir Mobile 4 lets you log business expenses easily on the move with an intuitive new design.

1. View important information about your receipts as you create and edit them. The receipt header shows overview information and updates it as you make changes.

2. Work faster with the new tab navigation. OpenAir Mobile 4 lets you jump between your receipt list, attachments, applicable expense policies and record history when viewing or editing an expense report, or your receipt details, attachments and applicable expense policies when viewing or editing a receipt.

3. Add multiple attachments to your expense reports and receipts using the camera on your device, or selecting files stored on your device or in the cloud. The new attachments tab makes it simple to view, add and manage your attachments.

4. Touch up image attachments to show just what matters, and to ensure optimal readability. OpenAir Mobile 4 lets you rotate and crop images, and adjust the brightness and contrast.

Other Enhancements

• OpenAir Mobile 4 supports all business rules set up for the Expenses module in OpenAir, ensuring consistency of behavior across the web and mobile applications for expenses. Supported business rules include form permissions, permission rules and all user scripts associated with the expense report and receipt entity forms.

• OpenAir Mobile 4 uses the OAuth 2.0 authorization framework to access OpenAir data. Users authorize access using the OpenAir login page on their mobile browser. The login page was redesigned and adapted for mobile devices, and users can use biometric authentication if enabled on their device.

Downloading OpenAir Mobile from OpenAir

Download links pointing to the App Store (iOS devices) or Google Play Store (Android devices) are now available in the User Center menu in OpenAir.

Users with exchange access to OpenAir Mobile can click the Download Android app or Download iOS app from the User Center menu in OpenAir.

OpenAir Integration Manager 6.6

A new version of OpenAir Integration Manager is available.

OpenAir Integration Manager version 6.6 includes:

• UTF-8 support — OpenAir Integration Manager 6.6 supports UTF-8 character encoding for CSV imports and exports.

  To change the character encoding scheme for CSV imports and exports:

  1. Go to Options > CSV Encoding ...

  2. Choose ANSI or UTF-8.

  3. Click OK.

  

  

  Important: Review the following guidelines:

  • ANSI is the default character encoding scheme for CSV imports and exports to ensure backward compatibility with existing infrastructures.

  • The files you provide for import must be encoded using the character encoding scheme selected in OpenAir Integration Manager. For example, if CSV Encoding is set to UTF-8, CSV files you provide for import must be UTF-8 encoded — If the CSV files is not UTF-8 encoded, data may be corrupted during import.

  • Existing shortcuts are not updated automatically when you change the CSV encoding option in OpenAir Integration Manager. Make sure you edit each CSV import and export shortcut where applicable.

• Defect fixes.

A previous version of OpenAir Integration Manager (version 6.5.3, released February 16, 2022) included the following enhancements:

• Changes to settings and shortcuts backup an restore functionality — All current settings and shortcuts are always included in backups. You can choose to restore either the application settings or the shortcuts, or both. However, it is not possible to choose and recover only specific settings or shortcuts. For more information, see OpenAir Integration Manager Guide.

• Support for reading and modifying the Description of a resource profile type [resourceprofile_type.description].

• Support for reading and modifying the dashboard message for a project [project.message].

• Support for reading and modifying the internal ID of the Task associated with a project billing rule [project_billing_rule.project_task_id].

• Defect fixes.

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Security

Employee Password Validation Against Known Compromised Passwords

Validate new passwords against a list of known compromised passwords when an employee attempts to change password.

When this optional feature is enabled for your account, OpenAir validates new passwords against a list of compromised passwords and will require users to enter a different password if the new password is on a regularly updated list of known compromised passwords.

To enable this feature, contact OpenAir Customer Support.

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Service Changes Impacting Infrastructure

Deprecation of www.openair.com Generic Domain for Integrations and Add-On Services

Usage of the generic domain www.openair.com for integrations and add-on services is deprecated and will be removed in the April 2023 OpenAir release.

As announced in the October 2019 and April 2020 OpenAir Release Notes, all connections to your OpenAir account should now use your account-specific domain.

As announced in the October 2021 OpenAir Release Notes and effective with the April 2023 OpenAir release, usage of account-specific domains for integrations and add-on services will be enforced for all accounts. After April 2023, integrations and add-on services will no longer be able to access OpenAir using the generic domain www.openair.com.

The URL for OpenAir services includes the domain for your OpenAir account <account-domain>. It may also include the specific path for the OpenAir service you are accessing <service-path>.

https://<account-domain>/<service-path>

• Account-specific domains contain a unique account identifier <company-id> as part of the domain name. The account identifier is typically based on your OpenAir Company ID.

• Account-specific domains depend on the account type:

  • Production account-specific domain: <company-id>.app.openair.com

  • Sandbox account-specific domain: <company-id>.app.sandbox.openair.com

  • Demo account-specific domain: <company-id>.app.demo.openair.com

The following table lists URLs used for account integrations and add-on services:

Integration / Service	URL
OpenAir OData feed — reports OpenAir OData feed — list views	https://<account-domain>/odata/v4/reports/ https://<account-domain>/odata/v4/listviews/
OpenAir SOAP API requests	https://<account-domain>/soap
OpenAir XML API requests	https://<account-domain>/api.pl
NetSuite Single Sign-on (SuiteSignOn) NetSuite<>OpenAir real-time integration SuiteSignOn record	https://<account-domain>/netsuite.pl
OpenAir Exchange Manager OpenAir Integration Manager OpenAir Integration Manager shortcuts OpenAir OffLine OpenAir Outlook Connector OpenAir Project Connector	https://<account-domain>

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