Excel Add-In for Pipedrive

Build 24.0.9062

変更履歴

General Changes

DateBuild
Number
Change
Type
Description
06/24/20248941PipedriveRemoved
  • Removed two columns from the DealsProducts table: DiscountPercentage and SumNoDiscount.

Added
  • Added three columns to the DealsProducts table: Discount, DiscountType, and TaxMethod.
  • Added one pseudo column to the CallLogs table: LeadId.
  • Added 45 missing columns to the UsersPermissions view.
05/09/20248895GeneralChanged
  • The ROUND function previously did not accept negative precision values. That feature has now been restored.
03/15/20248840GeneralAdded
  • Created a new SQL function called STRING_COMPARE that provides java's String.compare() ability to SQL queries. Returns a number representative of the compared value of two strings
12/31/20238765ExcelAdded
  • Added support for dialect SELECT queries in UI, VBA, and UDF =CDATAQUERY function.
11/29/20238733GeneralChanged
  • The ROUND function doesn't accept the negative precision values anymore.

Changed
  • The returning types of the FDMonth, FDQuarter, FDWeek, LDMonth, LDQuarter, LDWeek functions are changed from Timestamp to Date.
  • The return type of the ABS function will be consistent with the parameter value type.
11/28/20238732GeneralAdded
  • Added the HMACSHA256 formatter to allow for secrets to be decoded if it is in base64 format
06/20/20238571GeneralAdded
  • Added the new sys_lastresultinfo system table.
05/23/20238543PipedriveAdded
  • Added the WonTime, PersonName and OrgName columns in the Deals table.
  • Added LeadId and LeadName columns in the DealsFiles, DealsUpdatesAttachments, OrganizationsFiles and PersonsFiles views.
  • Added LeadId and LeadName columns in the Files table.
  • Added Id column as a primary key in DealsUpdatesCc view.
  • Added OwnerName column in the Organizations table.
  • Added PersonOrgName and PersonOwnerName columns in the DealsParticipants table.
  • Added FirstChar, MarketingStatus, OrgName and OwnerName columns in the DealsPersons view.
  • Added OrgName and PersonName columns in the OrganizationsDeals view.
  • Added FirstName, FollowersCount, PrimaryEmail, FirstChar, MarketingStatus, OrgName and OwnerName columns in the OrganizationsPersons view.
  • Added Description and App columns in the PermissionSets view.
  • Added PrimaryEmail, MarketingStatus, OrgName and OwnerName columns in the Persons table.
  • Added PersonName and OrgName columns in the PersonsDeals view.
  • Added DealId column in the PersonFollowers table.
  • Added PersonName, OrgIdName, OrgIdPeopleCount, OrgIdOwnerId, OrgIdAddress, OrgIdActiveFlag, OrgIdCcEmail and OrgIdValue columns in the ProductsDeals view.
  • Added DataFileId, DataFileCleanName and DataFileUrl columns in the Recents view.
  • Added Access aggregate column in the Users table.
  • Added MailThreads and NoteComments tables.
  • Added CurrentUsers, DealsParticipantsEmail, DealsParticipantsPersonEmail, DealsParticipantsPersonPhone, DealsParticipantsPhone, DealsPersonsEmail, DealsPersonsPhone, FindUsersByName, MailMessages, MailThreadMessages, MailThreadMessagesFrom, MailThreadMessagesTo, MailThreadsFrom, MailThreadsTo, NoteFieldsOptions, OrganizationFieldsOptions, OrganizationsActivitiesAttendees, OrganizationsActivitiesParticipants, OrganizationsPersonsEmail, OrganizationsPersonsPhone, PersonFieldsOptions, PersonsDealsEmail, PersonsDealsPhone, PipelineDealsMovementsAverageAgeInDaysByStages,ProductFieldsOptions,RecentsAttendees, RecentsParticipants, RolesPipelinesVisibility, StagesDeals, SubscriptionPayments, UsersAccess, UsersFollowers, UsersPermissions, UsersRoleAssignments, UsersRoleSettings views.
  • Added AddChannel, DeleteChannel and CancelRecurringSubscription Stored Procedures.

Changed
  • Changed the datatype of Note column from html to String in Activities table.
  • Changed the column name from Id to ActivitiesId in ActivitiesAttendees and ActivitiesParticipants views.
  • Changed the column name from Id to DealsId in DealsPersonEmails and DealsPersonPhone views.
  • Changed the column name from Id to OrgId in OrganizationsDealsPersonEmail and OrganizationsDealsPersonphone views.
  • Changed the column name from Id to PersonId in PersonsEmails and PersonsPhone views.
  • Changed the column name from Id to PipelineId in PipelineDealsConversionRates, PipelineDealsStageConversions and PipelineDealsMovements views.
  • Changed the column name from Id to ProductId in ProductsDealsPersonphone and ProductsDealsPersonEmail views.
  • Changed the column name from Id to RoleId in the RoleSetting table.
  • Changed the OrgId column to mirror column in OrganizationsPermittedUsers view.
  • Changed the PersonId column to mirror column in PersonFollowers table.
  • Changed the Id column to primary key in NoteFields, PermissionSets and DealFieldsOptions views.
  • Changed the Id column to primary key in Products table.

Removed
  • Removed the Teams, TeamsUsers, UserTeams and RolesSubRoles tables and views as these are deprecated.
  • Removed the IncludeDeletedFiles pseudo column from DealsFiles, OrganizationsFiles and PersonsFiles view.
  • Removed the PersonId column from DealsFollowers table.
  • Removed the Id and AddTime columns from OrganizationsPermittedUsers view.
  • Removed the OldId column from the PermissionSets view.
  • Removed the DataFile column from the Recents view.
  • Removed the Id column from the RolesAssignments table.
  • Removed the DealAccessLevel, OrgAccessLevel, PersonAccessLevel and ProductAccessLevel columns from the RolesSetting table.
05/10/20238530ExcelAdded
  • Added the ability to cancel an in-progress test connection in the Connection Dialog Box.
04/25/20238515GeneralRemoved
  • Removed support for the SELECT INTO CSV statement. The core code doesn't support it anymore.
12/22/20228391PipedriveRemoved
  • Removed keys from PersonsEmails and PersonsPhone view as it is not unique.
12/14/20228383GeneralChanged
  • Added the Default column to the sys_procedureparameters table.
11/17/20228356PipedriveAdded
  • Added the ActivityTypeId column in goals table.

Changed
  • Changed the datatype of PipelineId column from Integer to string in goals table.

Removed
  • Removed the FollowersCount column from products table and DealsProducts.
  • Removed the SignUpFlowVariation from users table.
  • Removed the GlobalMessages table as it is deprecated.
10/11/20228319PipedriveAdded
  • Added the FileName input parameter in the AddAudioFile and AddFile stored procedures.
09/30/20228308GeneralChanged
  • Added the IsPath column to the sys_procedureparameters table.
09/28/20228306ExcelAdded
  • Added a config file option STATUSBAR_UPDATE=TRUE. This indicates whether the Excel Add-In will update the Excel Status Bar with progress status on completed tasks. The default value is TRUE. This way, there is the option to NOT update the Status Bar by setting it to FALSE.
09/21/20228299PipedriveChanged
  • Added the Content as input parameter to support input streams on the AddAudioFile, AddFile, AddPersonPicture stored procedure.
  • Added FileStream as input parameter to support output streams on the DownloadFile stored procedure.
  • Added the FileData output parameter and Encoding input parameter to print the response in the DownloadFile stored procedure.
09/14/20228292ExcelChanged
  • Improved the User Experience of the Connection Editor by introducing a Basic tab for the most imporant connection properties.
05/24/20228179PipedriveChanged
  • Changed provider name to Pipedrive.
03/17/20228111ExcelChanged
  • Changed the behavior so that auto-refreshing continues even if the worksheet is not active anymore or loses focus.
03/05/20228099ExcelAdded
  • Added support for inserting rows on tables when no primary key is defined on a given table.
02/19/20228085ExcelAdded
  • The button "Get Data -> From ProviderX" now displays a submenu with existing connections buttons and a separator, with the "New ProviderX Connection" button, if a connection exists. If no connections exist, then clicking "Get Data -> From ProviderX" will prompt the user to create a new connection before selecting the data.

Removed
  • In the "Table Selection" form, the "Source", "New Connection", "Connection", and "Edit Connection" fields are removed as they are out of the scope of the "Table Selection" form.
12/31/20218035ExcelAdded
  • Added batch support for CDATAINSERT, CDATAUPDATE, and CDATADELETE user-defined functions.
11/11/20217985ExcelAdded
  • Added a config file option called RETRIEVE_DATA_ROWS_PERCOUNT. When getting data, this indicates how many rows will be populated into the sheet at a time. The default value is 1000.

Changed
  • Improved performance when loading data from Get Data/Refresh and the CDATAQUERY function.
11/03/20217977ExcelAdded
  • Added new VBA functions: GetLastErrorCode and GetLastError.
10/29/20217972ExcelAdded
  • Added new VBA functions: GetUpSertedRows, UpSertRows, UpSertAll and UpSert.

Changed
  • The "Update Rows" button will now update changes made to existing rows or insert newly created rows.

Removed
  • The "Add Rows" button has been removed.
09/28/20217941ExcelAdded
  • When loading data, table columns are auto-fitted to display all cells' content. In cases when cells have large amounts of text and the table has many rows, this operation might be slow.
  • Added a config file option DISABLE_AUTOFIT_COLUMN. Setting DISABLE_AUTOFIT_COLUMN==TRUE will speed up the process in those cases. The default value is FALSE.

Changed
  • Changed the maximum characters that a cell can retreive from the data source from 8,192 to 32,767.
09/02/20217915GeneralAdded
  • Added support for the STRING_SPLIT table-valued function in the CROSS APPLY clause.
08/07/20217889GeneralChanged
  • Added the KeySeq column to the sys_foreignkeys table.
08/06/20217888GeneralChanged
  • Added the new sys_primarykeys system table.
07/26/20217877ExcelAdded
  • You can sort and reorder columns on the "CData Query" form to alter the sort order.
07/23/20217874GeneralChanged
  • Updated the Literal Function Names for relative date/datetime functions. Previously, relative date/datetime functions resolved to a different value when used in the projection as opposed to the predicate. For example: SELECT LAST_MONTH() AS lm, Col FROM Table WHERE Col > LAST_MONTH(). Formerly, the two LAST_MONTH() methods would resolve to different datetimes. Now, they will match.
  • As a replacement for the previous behavior, the relative date/datetime functions in the criteria may have an 'L' appended to them. For example: WHERE col > L_LAST_MONTH(). This will continue to resolve to the same values that were previously calculated in the criteria. Note that the "L_" prefix will only work in the predicate - it not available for the projection.
07/21/20217872ExcelRemoved
  • Removed support for .NET 3.5. Before upgrade/downgrade, a clean uninstall and then the same product versions install should be performed. So, if you want to downgrade, all the downgrade build versions must support .NET 3.5. If you want to upgrade, all the upgrade build versions will drop .NET 3.5 support.
07/06/20217857ExcelAdded
  • Added a config file option REPLACE_SYSTEM_LOCALE=TRUE. This indicates whether Office culture replaces system locale. The default value is TRUE. This way, there is the option to disable overriding system locale by setting it to FALSE.
06/26/20217847ExcelAdded
  • Added the ability to move the columns up and down on the "CData Query" form grid view and change their order via the UI.
06/24/20217845ExcelAdded
  • Added the default parameter "showPopups" so the user may decide whether to show popups when calling VBA functions.
05/21/20217811ExcelAdded
  • A new UI implementation is added for "in" and "not in" filter options on the "CData Query" form. The user is able to select via an interface from a list of distinct column values.
04/25/20217785GeneralAdded
  • Added support for handling client side formulas during insert / update. For example: UPDATE Table SET Col1 = CONCAT(Col1, " - ", Col2) WHERE Col2 LIKE 'A%'
04/23/20217783GeneralChanged
  • Updated how display sizes are determined for varchar primary key and foreign key columns so they will match the reported length of the column.
04/16/20217776GeneralAdded
  • Non-conditional updates between two columns is now available to all drivers. For example: UPDATE Table SET Col1=Col2
04/16/20217776GeneralChanged
  • Reduced the length to 255 for varchar primary key and foreign key columns.

Changed
  • Updated index naming convention to avoid duplicates.
12/30/20207669ExcelAdded
  • Implemented user awareness during the upgrade process from 2019 to 2020 or 2021 editions.
12/18/20207657ExcelAdded
  • Added the "is null" and "is not null" filters on the "CData Query" form.

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Build 24.0.9062