【Scheduled】 2026/9/29 PORTERS 9.4.0 Release Notes – Help Center

*This page was machine-translated from Japanese and may contain inaccuracies.

We will be performing maintenance in conjunction with a PORTERS release.
Details of the maintenance and the changes are as follows.

■ Release Work Schedule

2026/9/29 (Tue)　6:00 – 9:00　Japan Time

*Times are shown in 24-hour format.
*The maintenance window may be adjusted earlier or later than shown.

■ Impact During the Maintenance Window

The service will remain available during the above time period.

■ Feature Additions

1. Renewal of the IP Address Restriction Feature
2. Department Master List Renewal
3. Report Feature Update
4. Addition of Bulk Option Editing / Option Master Search Features
5. Search Screen Improvements
6. Export performance improvement

1. Input Restrictions (Validation) for Date/Time-type and Number/Currency-type Fields

You will now be able to set conditions based on the chronological order of dates or the relative size of numeric values.

For example, for staffing-type business, you can require that the "Contract End Date" field only accept a date earlier than the "Organizational Unit Statutory Limit Date" field, allowing input to be validated for consistency.

Conditions are configured from the Customize screen → "Detail View & Items" → the New/Edit Field screen.

Field Types That Support Conditions

① Date-type / Date-Time-type / Time-type(hereafter referred to collectively as Date/Time-type)

Specify the type of condition (Later/Earlier, After/before) from the dropdown.

The condition value can be specified using either "fixed" or "From Related Resource".

You can set up to 5 conditions (combined with AND).
For example, to create a condition such as "between Field A and Field B," you would set two conditions: "Later than the value of Field A" and "Earlier than the value of Field B."

② Number-type / Currency-type (hereafter referred to collectively as Number/Currency-type)

For the existing Max/Min value settings, you can now also set "From Related Resource".

Fields Available for "From Related Resource"

The fields available for "From Related Resource" must meet all of the following conditions.

A field on the same resource, or a field on a parent resource (a higher-level resource linked via a System-type or LinkType* field)
The same field type as the field on which the input restriction is being set

* What is a LinkType field?

This includes fields such as Contact-type fields that can be created via "Related Resource Integration Settings" when creating a field through Customize, as well as the linking fields between resources (Office.P_Client, Employment.P_Resume, Employment.P_Sales, etc.) introduced with the new resources released early to some environments in PORTERS 8.4.0 and PORTERS 9.2.0.

Screens and Features Where the Check Applies

The input restriction check applies on the following screens and features.
For some features, the check applies only in a limited way.
If a condition is not met, an error message is displayed using a method appropriate to the feature.

New/Edit Screen
List View (Quick-Field-Edit)
Phase Update via Individual Mail Send *Excludes sending from Matching (checks the Phase date + Conditional-Required and the fields shown by this feature)
Process Creation for Individual Mail Send from Matching (checks only the "Fixed" for the Phase date)
Import (checks only the "Fixed" for Number-type)
Bulk Update ("Fixed" only)
Bulk Mail Send (checks only the "Fixed" for the Phase date)

* Does not apply to the API or individual apps.

1. New/Edit Screen

When you move focus out of a field, or when you click the Save button, an error message is displayed in red below any field that violates a condition.

An error is also displayed if you edit a field used in a condition and it causes the condition to be violated, not just the field on which the condition was set.
On the Edit screen, clicking a Reference-type field allows you to change the value of the higher-level field it references, and in that case as well, the check applies to both "fields with the input restriction set" and "fields used in the condition."
If a condition referencing related resource data is violated, the error message shows the name of the field used in the condition in parentheses.

2. List View (Quick-Field-Edit)

In Quick-Field-Edit on the List View, an error is displayed if you edit either the "field with the input restriction" or the "field used in the condition" to a value that falls outside the condition.

Example: A Date-type field is set with the condition "later than the Hire Date."

〇 If you enter a date in the "Date-type" field that does not meet the condition

〇 If you enter a date in "Hire Date" that falls outside the condition set on the "Date-type" field

3. Phase Update via Individual Mail Send

For Individual Mail Send (excluding Individual Mail Send from Matching), the check applies to the following fields.

Phase date: The check applies whether the Phase date itself has an input restriction set, or the Phase date is used as a condition in another Date-Time-type field's input restriction.
Fields subject to Conditional-Required

4. Process Creation for Individual Mail Send from Matching

To avoid performance degradation, Individual Mail Send from Matching uses the same specification as Bulk Mail Send.

5. Import

To avoid performance degradation, Import uses the following specification.

〇 Input restrictions on Date/Time-type fields
　These are not checked at all (regardless of whether "Fixed" or "From Related Resource" is used)

〇 Max/Min value for Number/Currency-type fields
　・ If "Fixed" is set, the check is performed as before.
　・ If "From Related Resource" is set, the check is performed using 9,999,999,999 / -9,999,999,999 (the system's Max/Min values) as the limit.

6. Bulk Update

To avoid performance degradation, Bulk Update uses the following specification.

〇 If "Fixed" is set
　The check applies when you enter a value on the Bulk Update screen.

〇 If "From Related Resource" is set
　・ Date/Time-type fields are not checked.
　・ As with Import, Number/Currency-type fields are checked using 9,999,999,999 / -9,999,999,999 (the system's maximum/minimum values) as the limit.

7. Bulk Mail Send

To avoid performance degradation, on the Bulk Mail Send screen, Phase Update / Process Creation checks only the Phase date, using the following specification.

〇 If "Fixed" is set
　The check applies when you enter a value on the Phase Update / Process Creation screen.

〇 If "From Related Resource" is set
　The check is not performed.

* Default values are also not checked when creating a Process.

2. Renewal of the IP Address Restriction Feature

The UI of the IP Address Restriction screen has been redesigned, adding support for registering addresses in CIDR notation and filtering the display.

Registering in CIDR Notation

You can now register IP addresses using CIDR notation (e.g., 192.168.1.0/24), which was not previously supported.

About the Fields

Some fields have been added or changed.

ID: Automatically numbered in the order entries are registered.
Memo: You can freely enter any information, such as a description of where the IP address is used.
Remote Access: This field was previously named "Other," but has been renamed to "Remote Access" for clarity.
While Remote Access is active, the IP address in use is automatically added to the list, and it is automatically removed from the list once the remote access session ends (e.g., by logging out). (Same behavior as before.)

Filtering the Display

To make it easier to find IP addresses, you can now filter the display by "IP Address," "Memo," and "Remote Access."

IP Address / Memo: Partial-match search by free-text keyword
Remote Access: Click the magnifying glass button and select from "OFF" or "ON"

Number of Items Displayed / Pagination

You can choose the number of items shown per page—20, 50, or 100—from the dropdown at the top right of the screen. (The default is 100.)

If the number of items exceeds the per-page limit, the results are paginated.

3. Department Master List Renewal

The User Department screen has been redesigned, adding features such as search and reordering.

Department Name Search, Show/Hide Search

You can now search by department name (partial match) and filter by Visible/Hidden status.

Adding a New Department, Reordering

"Reorder" and "+Create New" buttons have been added at the top right.

Create New

Reorder

About the List

New columns have been added: "ID," "Number of Active Users," "Visible/Hidden," and "Last Updated."
Clicking a column title sorts only the departments currently shown on the screen.
"ID" and "Department Name" links: Clicking opens the Edit Department screen.
"Number of Users" link: Clicking opens the user list in a separate tab.

Number of Items Displayed

By default, up to 200 items are displayed. If there are 201 or more departments, you can increase the number of items shown by clicking "Show More" at the bottom of the screen.

4. Report Feature Update

The following features have been added to and improved in Reports.

① Specifying Multiple IDs in Criteria
② NOT Search for Options
③ Output of User / Department IDs

① Specifying Multiple IDs in Criteria

A new option, "Specify ID," has been added to the dropdown shown when you select ID in Criteria.
This allows you to specify multiple IDs separated by spaces or half-width commas.

② NOT Condition for Options

A new condition, "Does not contain (not)," has been added for Option-type fields in Criteria.
This allows you to set a condition that excludes specified options.

③ Output of User / Department IDs

Previously, in Fields, User and Department fields output only the user's name or department name. You can now choose to output "Name," "ID," or "Name + ID (2 columns)."

Applicable Fields

Resource.P_Owner (record owner)
Resource.P_RegisteredBy (Registered by)
Resource.P_UpdatedBy (Updated by)
User-type fields
Department-type fields

Behavior in Axis

In the Axis tab, the display changes as follows depending on the output format selected in the Fields tab.

Output Format in the Fields Tab	Output Format in the Axis Tab
Name	Name only
ID	ID only
Name + ID (2 columns)	Name or ID (only one can be selected; both cannot be specified at the same time. The default is Name.)

For fields where "Name" is selected in Fields, the display in Axis remains the same as before.
For fields where "ID" is selected in Fields, "(ID)" is appended to the field name in Axis.
For fields where "Name + ID" is selected in Fields, you can choose either option from the dropdown in Axis.

《Fields》

《Axis》

Automatic Adjustment of Axis Settings When Field Settings Are Changed

If you change the output format in the Fields tab afterward, the Axis settings are automatically adjusted the next time the Report is run.

(The automatic adjustment is not performed unless the Report is run.)

5. Addition of Bulk Option Editing / Option Master Search Features

The Customize Options screen has been redesigned, adding new Bulk Option Editing and Option Master Search features.

Bulk Option Editing

Previously, options had to be registered and updated one at a time, but you can now edit them in bulk.
Bulk editing lets you add, delete, rename, and reorder options.

*Detailed specifications will be provided on the help page, Customizing Options, before the release.

"Bulk Registration" and "Bulk Edit" buttons have been added to the screen for adding a new Option Master and to the screen opened from the pencil icon on the Option Master.
　

Clicking the "Bulk Registration" or "Bulk Edit" button opens the "Bulk Option Editing" screen. Click "Copy to Clipboard" and paste the content into Excel.

Edit the options in Excel—for example, revising or adding entries—then copy them from Excel and click the "Paste" button to paste the updated content into the settings screen. Clicking "Reset" clears the pasted content. Once everything looks correct, click Save.

Option Master Search

You can now search by option name. Items that partially match are displayed.

To clear the filtered display, click "Clear all" or delete the search term entered in "Name."

6. Search Screen Improvements

The Search screen has been redesigned to improve visibility and usability.

① General UI Changes

The vertical spacing around condition input fields has been reduced so that more fields fit on the screen.
In addition, fields where a condition has been entered were previously shown in blue tones; they are now shown in red tones for better visibility.

*This image shows the screen in Japanese.

The background color of the heading band (group) has been made darker.
In addition, a border and extra spacing have been added between the "Search" button and "Clear all conditions," increasing the space between them.
　

② Default Behavior of Search Mode

Previously, when you opened the Search screen from the Global-Menu, "Custom Search" was shown by default. This has been changed so that "Regular Search" is shown by default.

Behavior Rules

On first access (or if no saved information exists), the screen opens in "Regular Search" mode.

From the second access onward, the screen opens in whichever search mode (Regular Search / Custom Search) the user last used.
　└ The last-used search mode is saved per browser.
　　 If the cache is cleared, this saved information is lost, so the screen opens in "Regular Search" mode.

③ Functional Changes

1. Copying Option Text

Since the UI renewal in March 2026, it has not been possible to copy the text of options (checkboxes); this has been fixed so that the text can now be copied.