Release Notes

Release notes 1.206.x

Release date: 2020-12-15

Area

Summary

Area

Summary

1

Common

  • Fixed issue ‘auraFileMeta function not found in CPUIFileController’

  • Fixed issue where non-admin users were unable to create Deal snapshot.

2

Admin

  • NEW Added new User Management and Licensing module

  • Access to User Management is now allowed only if user has Manage Profiles and Permission Sets or Assign Permission Sets permission

3

Relationships

  • Account Level - Closing an Account Map will not cause partial Account page refresh anymore which caused that selected tab switched to the default one.

4

People.ai Integration

  • NEW Added Poeple.ai integration which will be automatically enabled once People.ai package is installed.

  • NEW Added Deep Link to directly open Account or Opportunity record within People.ai app.

  • NEW Added Opportunity Contact Roles notification feature for Opportunity Maps to highlight any new OCRs created by People.ai

  • NEW Added additional filtering option within Account/Opportunity mapping which allows to limit Contact search results only to Contacts created by People.ai

5

Scorecard

  • Fixed padding for all dashboard components

 

Release notes 1.192.x

Release date: 2020-10-23

Area

Summary

Area

Summary

1

Common

  • Added ability to disable notification emails for ClosePlan deploy service, if utilised by Subscriber for automatic ClosePlan deployments

  • Slide Panel component performance optimisations

2

Relationships

  • 1.192.3 - Fixed file uploads within Template Upgrade tool related to Summer 20' release

  • 1.192.2 - Fixed issue with missing icons in Map export summary

  • 1.192.1 - Fixed issue with missing ParentId while opening Full Account Hierarchy view.

  • Added option to hide Organigram button within Account Map List

  • Fixed Contact Photo uploads issues related to Summer 20' release

  • Added custom monospaced font to replace Browser/System specific default

  • Performance related optimisations including text size calculations, picture and animation auto-disabler for large maps

  • Fixed issue with ignored line-breaks for Goal and Description field values in Stakeholder’s detail

  • Added option to hide the Goal field from Stakeholder’s detail

  • Added ability to search Contacts based on Title

  • Fixed issue when exported map image is empty or cut-off

  • Changed default Picklist values for Stakeholder attributes (applies to new installations)

  • Add role as flag with inline edit to mapper Stakeholder card

3

Scorecard

  • Added configuration option which controls control if Opportunity Text fields value should be displayed truncated or not within Scorecard

  • Fixed floating header position for Winter 21' release

4

Playbook

  • Added configuration option to allow Sales Process changes for Opportunities with deployed ClosePlan with staging

  • Fixed "Cannot read property 'valueOf' of null" while using Gantt if Playbook stages incorrectly configured on template

5

Admin

  • Template import now allows to import the same source template twice as distinct versions

  • Fixed potential Picklist value reordering issue

  • Added ability to reuse existing files when adding files to Playbook Event files.

  • Added Short Text field option for Scorecard Opportunity Field Question

6

Standalone App

  • Opportunity detail slide panel now uses Lightning:recordForm and will trigger data refresh if Oppty updated

  • Attempt to display deleted ClosePlan will now correctly report missing record instead of infinite loading

  • ClosePlan deployment in Standalone app now uses the same approach as in Opportunity detail allowing auto-selection.

 

Release notes 1.186

Release date: 2020-07-09

Area

Summary

Area

Summary

1

Common

  • NEW Added Popup control component

  • NEW Added ClosePlan Deploy service which allows to deploy ClosePlans in bulk from code-behind

2

Admin: Relationships

  • NEW Ability to set Custom letter as Stakeholder Attribute name abbreviation

  • NEW Ability to select which social field will be visible in card/detail

3

Admin

  • NEW Ability to rename module labels

  • NEW Ability to create/update Additional Permission Set with all required permissions on single click. Available in User Manager

  • User Manager moved to top level navigation menu

  • Summer 20' Release fix for broken Template Import

  • Additional style fixes

  • Fixed incorrect count for items which are about to be deleted in Template Upgrade.

  • Added automatic refresh when Template Upgrade job executed

  • Updates to Template Upgrade job process related to new behavior of Files job aids linked with Playbook Events, which are now served through Event Templates

4

Playbook

  • Increased max Opportunity fields count to 30

5

Relationships

  • Card attribute flags changed from circle to square with increased font-size

  • Increased avatar size in Heads mode

  • NEW Added ability to colorize mapper cards

  • NEW Added ability to inline edit card attributes

  • NEW Added extended card Coverage list when Coverage flag clicked

  • NEW Added Entry source which allows to track based on what Stakeholder was created. ie: sync from OCRs

 

 

Release notes 1.180.x

Release date: 2020-06-09

Area

Summary

Area

Summary

1

Common

  • CPU Time Limit Consumption Notifications in Triggers are now limited to send max. one email a day

  • NEW Added ability to manually recalculate ClosePlan permissions from ClosePlan Opportunity Overview widget

2

Playbook

  • Removed 255 character limit for Event Opportunity Fields allowing to place up to 20 fields on each event.

  • NEW Added export for Playbook / Mutual Plan (PDF, Excel);

3

Relationships

  • Organigram: Performance boost, simplification and behavioral changes

  • Account/Opp level: Fixed issue where Stakeholder detail Contact fields were cached from previously opened Stakeholder

  • Account/Opp level: Performance boost

  • NEW Added support for Profile Photos export while exporting maps. By default disabled and can be enabled in export options.

 

Release notes 1.179

Release date: 2020-05-12

Area

Summary

Area

Summary

1

Common

  • NEW Added ability to hide overview and select default tab in ClosePlan Tabbed view using page builder attributes (Lightning Only)

  • Updated Icon set to version v5

  • NEW Added new Single/Dual Date Picker Input/Output component

2

Playbook

  • Fixed Rich-text styling for Help output

  • Added Single/Dual Date Picker component to handle Start/End dates.

  • Updated Event Edit layout

  • Updated Event List layout

  • Added ability to add help text to checklist items

3

Scorecard

  • Fixed Rich-text styling for Help output

4

Relationships

  • Fixed issue with inaccessible Hash field without ViewAllData permission in Opportunity Contact Role sync

 

Release notes 1.170

Release date: 2020-04-24

Area

Summary

Area

Summary

1

Common

  • NEW Bi-Directional Opportunity Contact Role Sync with ClosePlan Stakeholders

  • NEW Added feature which can help you to prevent creating multiple Opportunity Contact Roles related to single Contact.

  • Extended friendly error messages for additional cases

  • NEW Added Last Oppty Update Date field to the Opportunity Object. It holds the last update timestamp which is updated everytime ClosePlan writes to opportunity based on user action, such as Opportunity Field update from Events or Scorecard, or data sync.

  • NEW Added ability to rename ClosePlan Tab Labels through Translation workbench and Custom Labels

  • NEW Added Deal Snapshots which allows to capture ClosePlan historical state with majority of related data

  • Opportunity Overview Widget data-loading optimizations

2

Playbook

  • NEW New Playbook

    • new layout for Playbook List and Kanban view

    • Added Mutual Plan functionality. Note: Driven by template configuration.

    • Added ability to track Contacts associated with the Events. Note: Driven by template configuration.

    • Event Detail: added Help and Job Aids tab (displayed if content defined)

    • Files are not deployed to event files anymore. They are served from Help & Job aids instead.

    • Added additional Statuses for playbook Events (On Hold, Canceled. Not Applicable). Note: administrative action required for version upgrades

  • NEW Tracking current stage progress (Applies to templates with enabled Staging)

3

Relationships

  • NEW Export: Ability to export image with user avatars pictures

  • NEW Added ability to import Maps from different accounts

  • NEW Added ability to import Map as a group into existing map

4

Template Playbook

  • NEW Ability to define help in rich-text format for tempted Events. Along with files, help text forms content for new Help & Job Aids tab in ClosePlan Event detail.

  • Added header overview

  • Layout changes

  • NEW Event Files: Ability to add file description after file created

 

Release notes 1.160.30

Release date: 2020-04-09

Area

Summary

Area

Summary

1

Common

  • Fixed issue with INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY while deploying Closeplan

  • Fixed issue with missing script error when uploading files from Salesforce Classic

  • Fixed issue with script error when Exporting ClosePlan from EDGE browser

  • Fixed potential 'minimumFractionDigits out of bounds' error when exporting ClosePlan

  • Fixed potential issue where Opportunity name was not propagated to its ClosePlan when update initiated asynchronously from Future or Batch 

  • Fixed potential issue in UITable related to Summer 20' release which caused browser to redirect to URL instead of opening modal when clicking on record name link. Affected only In-Opportunity layout  ClosePlan views in Lightning  

  • ClosePlan Export: Added scorecard notes export

2

Template: Playbook

  • Fixed issue where Event uploaded File could not be removed from the template if referenced from other places

  • Added option to add Opportunity CloseDate to Event Opportunity Fields

  • Extended number of Opportunity fields to 20 or 255 character limit calculated by all included fields API Name length

 

Release notes 1.160.19

Release date: 2020-03-27

Area

Summary

Area

Summary

1

Common

  • NEW Added Closeplan PDF Export for entire Closeplan which includes all ClosePlan modules and with Opportunity detail based on page layout    

  • Closeplan PDF Export: Added support for Feed Page Layout types

  • Closeplan PDF Export: Added ability to override record's current page layout with custom layout

  • Closeplan PDF Export: Fixed problem with long words (urls) which could push content off visible area using soft-hyphening 

  • Fixed potential UNABLE_TO_LOCK_ROW error when syncing Opportunity name with Closeplan Name

2

Relationships

  • Fixed image export stretches when only few nodes were present on the map

  • Fixed export for Opportunities without Account

  • Fixed image positioning while exporting to prevent off screen parts

  • Removed margins from exported image

  • Added ability to pre-populate Account field when creating Contact from within ClosePlan based on current context.

  • Changed behavior to be able to automatically use master Record type and create Contact in case where Record Types are defined for Contact object but running user's profile have no Record Types available,

3

Template: Scorecard

  • Fixed score recalculation when question answer was removed from question

4

Template: Playbook

  • NEW dded ability to work with Dependent fields when defining Opportunity Fields for Event

Release notes 1.160.15

Release date: 2020-02-26

Area

Summary

Area

Summary

1

Common

  • Fix for Salesforce Spring 20' release where Static resource files which include file references get modified by Salesforce 

  • Extended DML errors message parser to provide friendly user errors for additional codes (INVALID_FIELD_FOR_INSERT_UPDATE,INVALID_OR_NULL_FOR_RESTRICTED_PICKLIST )

2

Relationships

  • Fixed potential issue where map export results in infinite loader spin

  • Fixed issue with lagging while drawing influence lines caused by new Chrome version (Verze 80.0.3987.149)

3

Scorecard

  • Fixed potential issue when Scorecard interface was updated with new scores after Question saving was prevented by opportunity validation rules

Release notes 1.160.7-8

Release date: 2020-02-15

Area

Summary

Area

Summary

1

Common

  • Closeplan App/Admin Tabs Salesforce Classic version are now appended with "Classic" to prevent ambiguity with Lightning tabs

  • Extended Notify Service with ability to define title 

2

Relationships

  • Fixed issue presented by Chrome v.80.0.3987.100 regarding 'undefined called with a non-global regex argument' when changing Group icon

  • Extended Opportunity Contact Role Sync to create OCR also when Stakeholder converted from Unknown Contact to Stakeholder which is associated with Contact

  • Organigram: Fixed behavior when contact search results were not connected with mapped contact after given Contact placed to map

3

Scorecard

  • Record saving now returns user-friendly error messages when Opportunity/other validation errors prevented from saving

  • NEW Category is scrolled into view when user clicks on category in summary header 

  • Added floating header position adjustments based on Comfy/Compact Density Mode settings in Lightning (NOTE: Connected App must be enabled and authorized)

  • When question is saved, app will wait for success confirmation to prevent accidental data loss if user did not noticed validation error message. 

  • Sync with parent object based on template settings is now initiated in background after question successfully saved. Sync will be committed if saving failed.

4

Template Import/Export

  • Fixed potentially invalid ordering of question answers when template imported into organization. (NOTE: This fix is not retro-active for exiting templates. Manual reordering is still required.) 

5

Template Filtering

  • Fixed issue where template filter operator wasn't properly selected when changing field type.

6

Template Upgrade

  • Added additional information around selected source/target templates in Get Started section

  • Added option to prevent timing change for existing playbook events, which will be upgraded.

7

ClosePlan Template Deploy

  • Fixed behavior where user was presented with template selection even if only one template was available based on Template filters

Release notes 1.160.6

Release date: 2020-02-09

Area

Summary

Area

Summary

1

Common

  • Fixed Spring 20' issue where Salesforce Notes started to appear among files in Files Component. 

  • Fixed issue with Status Badge inline edit popup displaying behind modal in Classic.

  • Method which generates name initials now returns only two letters max based on first and last name only

2

Admin: Template Import/Export/Upgrade

  • Template list subversions are now sorted properly based on version number

  • Fixed scenario where multiple checklist items with the same name under given event were automatically mapped to the single checklist item on the Source side

  • Pairing modal is now divided to available records list and already paired items. Both lists are also newly sorted based on similarity in descending order

  • Playbook and Scorecard mapping views received independent scrolling for Source and Target columns.

  • Record lists in the mapping view are now sorted the same way as defined on the source/target template itself. 

Release notes 1.160.5

Release date: 2020-02-02

Area

Summary

Area

Summary

1

Common

  • Extended field size for Sales Process JSON data to 20K stored on Template

  • Added 80 char truncation when syncing ClosePlan name with Opportunity name

  • Added base UI API Service calls to be able to determine if user field preference is Comfy or Compact display mode

  • Added permissions for Metadata Types / Custom Settings into ClosePlan permission sets

  • function to generate name Initials now returns only 2 chars based on First and Last name. Middle names are omitted.

2

Playbook

  • If Opportunity owner changes and events are reassigned from original owner to the new owner, Completed events will be skipped and remain assigned to the original owner.

  • When playbook is deployed into Opportunity, all events are assigned to Opportunity owner instead of running user. Abiluty

  • NEW Ability to move whole playbook process forward/backward, align start/end to date or align end to Opportunity CloseDate   

3

Scorecard

  • Question Opportunity form will now block saving if Opportunity has any validation errors.

  • Question Opportunity form now saved separately from Scorecard Opportunity sync mechanism 

  • Fixed Scorecard invalid floating header position when system notification or dynamic-height opportunity detail content is present 

4

Admin: Environment

  • System Administrator level Access Required notification will no be displayed as an alert only if user lack administrative permission.

5

Admin: Playbook

  • Updated Event Opportunity Fields supported fields validation and reporting invalid fields. Field list will now include only fields which are valid for given Organization.

  • Extended Opportunity fields count up to 10 per Event (or depleted cumulative 255 char size limit for API names)

6

Admin: Scorecard

  • Extended list of supported fields in Opportunity Field type question

7

Admin: Template Upgrade

  • Template upgrade now works with dates relative to Deploy/Created/Close Date as defined on target template

  • Newly deployed events in addition to upgraded events will be assigned to opportunity owner instead of running user

  • Updated calculation: if max score has been reduced in target template, answers using such score will be reduced to new max

  • Added footer summary for Playbook/Scorecard/Overall mapping

  • Added mapping detail showing left/right/connected records with additional information 

Release notes 1.160.3

Release date: 2019-11-13

Area

Summary

Area

Summary

1

Common

  • Compatibility with "Enforce Access Modifiers on Apex Properties in Lightning Component Markup" Critical Update

  • NEW Added recursive reference from Opportunity to ClosePlan to enhance default view/reporting capabilities and support/simplify other processes. Reference is maintained automatically and Opportunities will be initially updated during Package upgrade process.

  • NEW Added additional formula fields to the Opportunity record: Template Name, Stage Progression and SP Behavior.

  • NEW Added function to update ClosePlan name if Opportunity name changes

  • Opportunity trigger refactoring/optimization. Trigger now allows to switch to async execution is context not initiated by user or if CPU time is running low. 

  • Fixed issue with long title in Slide-panels not being properly truncated

2

Playbook

  • NEW When Opportunity owner changed, all Playbook Events assigned to former owner will be reassigned to the new owner.

  • Fixed W20' release issue where changing Opportunity Stage from Sales-path does not trigger page refresh anymore which caused that Playbook remained in the context of previous stage.

  • Fixed state where Playbook displayed Closed Won status after Stage reopened through the Sales Path selection.

  • Removed some confirmation prompts such as when users completed checklist item while event was still Not Started if it should move to In Progress 

  • NEW Ability to hide Playbook Event Type field

3

Relationship Map

  • NEW Added ability to remove Stakeholder Unmapped List if preferred. Once enabled, all defined Stakeholders will be always present on the map.

  • UI Optimization/Simplification

  • Optimized Stakeholder/Group creation and conversion from Unknown Stakeholder to Stakeholder associated with Contact

  • Fixed error when updating Stakeholder immediately after existing map was imported

  • NEW Added ability to hide User Coverage on Stakeholders

  • Account Map List: fixed issue when detail links stopped working after Organigram opened and closed

4

Organigram

  • Updated Organigram Contact create Record Type selection to match other mappers Relationship Maps

  • Fixed issue when dragging Contact into map who reports in foreign structure results in error

5

Scorecard

  • NEW Added ability to sync category score in Points as an addition to Percentage 

6

Admin: Environment

  • NEW Added ability to reorder Picklist Values

Release notes 1.159.x

Release date: 2019-10-24

Area

Summary

Area

Summary

1

Common

  • Fixed issue when closing task in the task-list could result into JS error

2

Playbook

  • Fixed browser freeze while reordering checklist items

3

Relationship Map

  • Added help text to stakeholder picklist field in stakeholder edit. Field help-text is utilized here (editable by Subscriber, defaults to empty string).

4

Admin: Template

  • Allow playbook event to start in more then 365 days

  • Fixed browser freeze while reordering checklist items



Release notes 1.158.x

Release date: 2019-10-14

Area

Summary

Area

Summary

1

Common

  • Winter 20' Style fixes

  • Tablet mode style fixes

2

Playbook

  • Fixed issue when playbook event duration might have been one day longer after deployment  

3

Scorecard

  • Category collapse/expand button removed if Categories hidden

4

Relationship Map

  • Fixed issue where unmapped list shown Stakeholder flags for hidden flags


Release notes 1.157.x

Release date: 2019-10-05

Area

Summary

Area

Summary

1

Common

  • NEW Added option to deploy ClosePlans relatively to Opportunity Close Date or Created date as an addition to date of deployment

2

Playbook

  • Unified behavior so users can deleted Templated Events from playbook from all places.

  • NEW Added ability to include Opportunity fields into Events

3

Scorecard

  • Added confirm dialog when user has unsaved changes and try to close Question edit without saving

4

Relationship Map

  • Solved issue where users with read-only access to Contact were unable to add such contact into the map.

5

Admin: Environment

  • Cloning or creating new template version will now switch tab back to template detail 

  • Template Upgrade: Added ability to filter out records based on opportunity  Is Closed and created date.

Release notes 1.156.x

Release date: 2019-09-23

Area

Summary

Area

Summary

1

Common

  • Added workaround for aura XHR call bundling, which can result in hitting SFDC limits

  • UI: Replaced brush icon with pencil for all edit buttons 

  • UI: Extended contact form validation mechanism to show all backend error messages

2

Playbook

  • Fixed stage field reset when Event edited

  • Fixed issue when ClosePlan lookup field was not read only for existing records

3

Scorecard

  • Fixed alignment for question indexes 

4

Relationship Map

  • Fixed behavior where card could not be dropped into + area in the center of the screen

5

Admin: Environment

  • Fixed positioning for field errors notification for Scorecard field question types  

Release notes 1.154.x

Release date: 2019-09-10

Area

Summary

Area

Summary

1

Common

  • Fixed checklist item sorting issue  during deployment for older templates 

2

Scorecard

  • UI redesign

  • NEW Added Notes mode for mass editing nodes

  • Removed need to Save changes. Changes are now saved directly from Question edit dialog

  • Question answers can be now selected by clicking also on text

  • Fixed floating header invalid positioning when going fullscreen and back

  • NEW Added option to color-code question answers

3

Admin: Environment

  • NEW Added Template Upgrade functionality

  • Fixed  button wrapping for long checklist items within playbook checklist

  • Added ability to display only CP Admins or Users within User Manager

  • Fixed issue where playbook checklist items displayed in invalid order after editing

  • NEW Added User export to CSV in User Manager

Release notes 1.152.x

Release date: 2019-08-19

Area

Summary

Area

Summary

1

Playbook

  • NEW Added ability to sync Event information with fields on Opportunity

2

Relationship Map

  • Fixed "list has no rows" issue within Organigram if account has no contacts

  • Extended locating card function to also search unmapped list

3

Admin: Environment

  • Fixed issue when User Manager unassigned user filter also included assigned users

  • Fixed issue when Organigram contact search included records outside search scope 

Release notes 1.150.x

Release date: 2019-08-02

Area

Summary

Area

Summary

1

Relationship Map

  • NEW Account Level Map list now allows to view Opptys maps

  • NEW Added Organigram which allows to view Account's contact hierarchy and also provide some of Mapper functionality

  • NEW Added Lightning Account Level Map list into Classic as a replacement for standard related list 

  • Mapper UI redesign with extended search functionality and ability to located Stakeholder on the map

2

Admin: Environment

  • NEW Added ClosePlan User management tool

Release notes 1.145.x

Release date: 2019-07-21

Area

Summary

Area

Summary

1

Common

  • UI Input Lookup: Added tooltip for truncated names

  • UI Table: Added plain text search for lookup fields

  • UI Table: Added ability to display lookup record fields through dotted notation 

  • Added ability to select record type for Contact record 

2

Playbook

  • Fixed issue with UNABLE_TO_LOCK_ROW during Event counts recalculation

  • Fixed issue with querySelector() null reference due to Locker Service

3

Scorecard



4

Relationship Map

  • Mapper cards have been enlarged and extended space-aware text truncation

  • Fixed issue when mapper cards changed position while zooming

  • Fixed issue with empty Reports to if Stakeholder reports to Unknown Contact

  • Added some corrections to influence lines positioning

  • Extended heads mode with names and titles

  • NEW Added ability group nodes through new Group type node

  • Extended image export feature with high resolution no matter the image size. Note: exports are generally limited by browser limits. 

  • Added support for CTI integration

  • Added Lazy loading for Account's Contacts

5

Admin: Environment

  • Fixed Playbook event checklist ordering when initially created

Release notes 1.140.x

Release date: 2019-06-02

Area

Summary

Area

Summary

1

Common

  • Added limit for max loaded records within chatter

2

Playbook

  • Added processing for validation error messages to be more user friendly

3

Scorecard

  • NEW Added new question type to link Opportunity fields

  • Extended template export with new Scorecard fields 

  • NEW Added ability to enable/disable additional text answer for Question Answer

4

Relationship Map

  • Fixed issue where mapper card fields wasn't refreshed after change 

  • NEW Added ability to define what roles should be assigned within mapper

  • Fixed view change if unknown Stakeholder was linked with Contact

  • Added license/permission check to Account level mapper 

  • NEW Added ability to remap CP social fields to subsrciber fields

5

Admin: Environment

  • Fixed issue where Template edit mode was still present after template changed

  • Added playbook rows highlight on mouse hover

  • Added Locked flag if template is currently read-only

Release notes 1.139.x

Release date: 2019-05

Area

Summary

Area

Summary

1

Common

  • NEW Added Template deployment Opportunity field filters

2

Playbook

  • Added ability to disable Chatter in Events detail (configured in admin)

3

Scorecard

  • Fixed Question dirty marker not being removed after scorecard saved

  • NEW Added ability to describe question selected answer as free text

  • NEW Display score next to question answer (configured in admin)

  • NEW Scorecard Category/Question/Answer Sync with Opportunity/Closeplan (configured per template in admin)

4

Relationship Map

  • Fixed issue with missing Opportunity Id message when Stakeholder detail opened from the list

  • Fixed error when opening node detail after collapsing and expanding branch

  • NEW Added ability to enter picture URL directly in addition to upload file

  • NEW Added Last Activity field on Account map

  • Added check license check within account mapper

  • NEW Shortcut to Contact detail when contact name clicked in Stakeholder detail panel

5

Admin: Environment

  • Fixed behavior for picklist configuration - the last remaining value cannot be deleted now

Release notes 1.138.x

Release date: 2019-04

Area

Summary

Area

Summary

1

Common

  • NEW Added deployed Template name into Opportunity ClosePlan Overview component

  • Fixed issue with potential Salesforce issue where RecentlyViewed object type was reported missing.

2

Playbook

  • Fixed issue with multiple playbook instances where events for active instance were also routed to background instances

  • Fixed issue when Gantt bar color was not changed after status change with dependency confirmation. 

3

Relationship Map

  • Fixed issue where button to add Task did nothing while in Opportunity Mapper for Salesforce Classic

4

Admin: Playbook

  • NEW Added ability to assign template Event with code for Process Builder binding purposes 

5

Admin: Template

  • NEW Added option to delete template version 

6

Triggers

  • Updated Opportunity trigger delete handler with extended error reporting when validation rules are blocking operation



Release notes 1.137.x

Release date: 2019-04

Area

Summary

Area

Summary

1

Admin: Maintenance

  • NEW Added option to disable application triggers or tweak behavior

2

Admin: Playbook

  • NEW Added Gantt editor for Template Playbook

3

Playbook

  • Event Gantt - Views with time unit greater then day will not round start/end to whole column width anymore

  • Event Gantt - Adjusting Start/End by dragging will always round result values to whole day

  • Event List will be fully refreshed after Gantt closed and any change made

Release notes 1.136.x

Release date: 2019-03

Area

Summary

Area

Summary

1

Common

  • NEW Closeplan template selection lists only Stage enabled processes with the same process as the opportunity

  • App now displays user Initials even if there is Salesforce default avatar selected by user. 

  • Activity Timeline has now same ordering as Salesforce original

  • Table Component: added ability to filter based on Polymorphic fields

  • Table Component: added API to toggle fullscreen

2

Relationships

  • NEW Stakeholder coverage can be now assigned to any Salesforce user while list will suggest team members by default

  • NEW If Opportunity Contact Role sync is enabled, contact role will be also synced between Stakeholder and OCR (Roles should match stakeholder role configuration)

  • Fixed issue when ghost contact could not be converted to existing or new contact

3

Admin: Playbook

  • NEW Template Event reordering is now allowed for events starting/ending the same day 

  • Click on Template event name goes directly to edit modal as a replacement for Edit button. Button was removed 

  • Fixed issue when canceling Event Checklist Item edit did not return to original values

  • Fixed issue when checklist reordering was triggered event if item dropped on itself

  • Gantt core updated to version 6

4

Admin: Maintenance

  • NEW Added option to recalculate ClosePlan event summaries async

5

Playbook

  • NEW Added Gantt vertical marker for Opportunity Close Date

  • NEW Added weekend column coloring in Gantt

  • Fixed issue when subsequent changes on the events were visually returned to original state prior any changes

  • Fixed checklist deployment order

Release notes 1.134.x

Release date: 2019-02

Area

Summary

Area

Summary

1

Relationship Map

  • new Ability to import Account level Map into Opportunity

  • new Ability to convert unknown contact to new Contact

  • new Added Actual Start/ End tracking to Closeplan Events

  • Fixed potential issue with reordering nodes in Account level map

  • Added uniqueness check to Relation Map nodes to prevent possibility of creation multiple stakeholders with the same contact

2

Admin: Template Export

  • new Export now includes only Event Types and Categories records which are referenced in selected templates

3

Admin: Scorecard Categories

  • new Ability to add Code to identify categories. Useful for automation purposes such as Opportunity updates through Process Builder  

Release notes 1.133.x

Release date: 2019-02

Area

Summary

Area

Summary

1

Playbook:Event Form

  • Fixed file upload for in-opp view in Classic when file upload not started after selection  

2

Scorecard

  • Scorecard question task changes in modal list now propagated to question summary

3

Relationship Map

  • Fixed issue with empty Stakeholder detail Reports to field if subordinate of Unknown Contact

  • Fixed issue where Mapper button was disabled if running user had only read access to opportunity

4

Activities

  • Fixes issue where Task form save button was disabled when creating new task

  • Provided meaningful error message when user tried to update Task without necessary permissions

5

Common

  • Improved detection of Salesforce Classic environment

  • Fixed issues with non-licensed users or users without at least read access to ClosePlan objects 

  • Fixed positioning of Input Lookup's result list when displayed and subsequent page scrolling

  • Fixed UI Table filtering for dates/numbers where min value was not reflected in the filter

  • Removed potential UI Table double load when initialized 

  • Various components upgraded to latest GA Salesforce Version

6

Spring 19' Maintenance

  • Resolving release related issues 

Release notes 1.131.x

Release date: 2019-02

Area

Summary

Area

Summary

1

Scorecard

  • new Score category actual score summary is now stored on its db record to enable reporting. Values are updated every time scorecard is updated.

2

Relationship Map

  • new Ability to select which fields should be displayed on Stakeholder Detail/Edit/List and map node card 

  • new Ability to add additional contact fields into Stakeholder detail/Edit

  • new Creating contact from stakeholder edit now displays all fields as configured on page layout

  • new Ability to control Opportunity Contact Roles by managing Stakeholders

  • new Address preview in stakeholder header is now opened in google maps 

  • Contact lists not sorted alphabetically

  • Added color badges to all status fields in Stakeholder detail slide panel

  • Added dedicated header for Ghost Contacts  in detail slide panel

  • Improved mapper tooltip positioning

  • Delete all/ Import now disabled if mapper is in preview/read-only mode

  • Fixed issue when mapper canvas was empty after switching to preview mode

  • Fixed avatar upload for stakeholders for Salesforce Spring 19' release where URL.createObjectURL() native function is failing

  • Fixed missing role issue on map node

  • Fixed potential issue where attempt to remove submap failed with missing function

  • Fixed potential issue where submap list was empty or pulled all existing account maps

3

Playbook: General

  • Tabbed view inside Closeplan standalone app now follows the same layout as in-opp. Events, Kanban and Gantt tabs were merged into one Playbook tab. When tab is opened, Kanban or List view is presented (last choice is remembered). Gantt is opened separately as fullscreen overlay. 

4

Playbook: Event Form

  • Improved Gantt tooltip positioning

  • Fixed issue with line-braked buttons if checklist item name too long

  • Removed scrolling for checklist item container

  • Fixed issue when values remained in the form while creating new event after opening existing event

  • Fixed issue with reordering checklist items before new event saved

  • Increased performance when opening existing event to prevent slide panel lagging

5

Playbook: List view

  • new Upgraded to use our table component with many features like paging, sorting, column search and filters, export to excel etc.

6

Playbook: Gantt

  • Major UI improvements and simplification

  • Now opened always in fullscreen to provide enough workspace size

  • Improved Gantt tooltip positioning

7

Playbook: Kanban

  • Improved UI

8

General

  • new Closeplan creation in Classic in-opp view is created directly inside section instead of new window

  • new Closeplan Quick Create - if only one active template is available, closeplan is created instantly after clicking create button

9

Common

  • Field validation extended to prevent submission if form fields have format validation errors

  • Lookup input will omit excluded records also in recently viewed list which may be presented after input focused

  • Fixed overlapping SFDC header elements over full screen views (mapper, etc.) in Classic

  • Fixed issue with clearing relation field filters for Table component

10

Admin: Environment

  • UI optimizations

  • new Relationships: added section to control displayed fields in Stakeholder

  • new Relationships: added section to control additional fields to be added to Stakeholder from contact

  • new Relationships: added section to provide field mapping between Stakeholder and contact for sync purposes

Release notes 1.130.x

Release date: 2019-01

Area

Summary

Area

Summary

1

Scorecard

  • Fixed issue where chart's x-axis showed too many and overlapping labels

  • Fixed potential double load on init

  • Fixed issue with missing tooltip content on line chart and broken line coloring

  • Fixed negative scoring calculation score totals. This issue affected only multi-select answers with negatively scored answers

  • Fixed issue where scorecard progress summary was sometimes not following browser scrolling

2

Relationship Map

  • Fixed issue when new Stakeholder saved and Contact data was not loaded on time

  • Updated node saving to report potential server errors as specific message instead of SFDC default Internal Server error message

3

Activities

  • new Added ability to select Record Type when creating new task. Available record types follows Salesforce configuration

  • new Added ability to provide different picklist values for Task record types to mimic Salesforce configuration. Note: Mappings must be configured manually as Salesforce currently does not provide way to retrieve this configuration 

  • new Added high priority marker to Activity Timeline based on Priority picklist configuration

  • Removed browser auto-complete behavior on Task Subject field

  • Fixed behavior where Task picklist value labels showed master labels instead of translation labels

4

Common

  • Significant overall performance upgrade to all rendering and user interactions based on logging module refactoring

  • Fixed issue with too large data value in name field while creating new Closeplan

5

CP Admin: Templates

  • Fixed error when reordering checklist items for unsaved event template

  • new Added CPUIInputButtonRadioGroup component to allow radio type selection with additional information and better UX 

6

CP Events

  • new Running user added as default assignee when creating new CP Event.

Release notes 1.129.x

Release date: 2019-01

Area

Summary

Area

Summary

1

Relationship Map

  • Fixed issue with overlapping SFDC header controls over the map in Classic

  • Fixed occasional issue with overlapping SFDC header over the map in Lightning

  • Fixed node wheel menu positioning

2

Scorecard

  • new Open activities added to each question's overview

  • Removed subsequent scorecard reload after saving to increase performance

3

CP Admin

  • Minor UI enhancements

4

CP Admin: Templates

  • Clicking on Templates in navigation panel will re-open Template list view if user already viewing template

  • Fixed issue when Template was marked as inactive while one of nested version is activated

  • When Template edit button is clicked, detail tab will be focused 

5

CP Admin: Environment

  • Added behavior to present insufficient permissions message when non-admin user tries to edit the configuration instead of receiving internal error message

  • Fixed picklist configuration where None item was auto-added and subsequently prevented saving

6

CP App

  • Added Full-height positioning for app container in LEX/Classic and independent content scrolling from side panel

7

Events: Timeline Report

  • Added ability to see Closeplans without events in the board. Applies to cases where running user is missing permissions to events but not the Closeplan. Such Closeplan will be represented as line only based on Created to Close date.

8

Common

  • Fixed InputSelect showing None item twice in its dropdown

Release notes 1.128.x

Release date: 2019-01

Area

Summary

Area

Summary

1

Scorecard

  • new Ability to decide if all questions should be shown or just selected ones, configured in environment settings

  • Dashboard user interface and chart calculation update

  • History loaded on demand to increase initial load performance

2

CP App

  • Fixed issue with side-panel Closeplan creation when some fields were not populated from opportunity

Release notes 1.127.x

Release date: 2018-12-31

Area

Summary

Area

Summary

1

Scorecard

  • Updated scorecard calculations and Answered formula

2

Common

  • Fixed styling in Contact form where some inputs not correctly aligned

Release notes 1.126.x

Release date: 2018-12-29

Area

Summary

Area

Summary

1

Relationship Map

  • Propagate Reports To changes in record detail back to map

2

Scorecard

  • Fixed situation where Opportunity Id was not populated to new Action (Task)

  • new Top summary bar breakdown for categories

  • new Ability to show score as Points or %, configured in environment settings

  • Major Update, question sections are now displayed in modal view

3

Common

  • Lookup component extended with option to act as drop-down once data auto-loaded first time

  • Table component general update

Release notes 1.125.x

Release date: 2018-12-20

Area

Summary

Area

Summary

1

Scorecard

  • new Added ability to reset Yes/No selection to unanswered

  • new Added ability to store more then 255 chars in Question Text answer

2

Template

  • Fixed scorecard initial category ordering