Page Comparison

Common

• Fixed issue with UI:RecordForm where fields with default value formula specified could prevent saving the record

• Summer 22' Changes

  • adapt LWC/Aura scope attribute/class namespaces changes

• MDI Icons set updated to v6.5.95

• Fixed potential issue where Record Type override not applied when created new Tasks (if configured)

• Status
  colour Green title NEW

  CSV Parser updated to handle various CSV formats produced by different processors like Numbers, Excel, SFDC,…

Account: Relationship Maps

• Fixed potential issue where ‘add new’ button won’t react to clicks after subsequent map opened

AP: Scorecard

• Question Detail modal minimal height has been increased

• Fixed Field type Question value formatters:

  • Currency fields will include proper currency symbol.

  • Percent fields will display proper value instead of 0 or 1.

• Fixed issue where Field Type question with picklist fields could trigger Unsaved Changes warning when value reset and saved.

Opportunity:

• Fixed Internal Salesforce Error when creating Deal Snapshots

Opportunity: Scorecard

• Changed Rich-Text type Question icon

Admin: Common

• Updated Category Name will now propagate to existing templates

• Updated Custom Attribute label will no propagate to existing templates

Admin: Environment

• Relationship settings Additional Contact Fields options are now sorted alphabetically

• Status
  colour Green title NEW

  Added ability to rename AP Scorecard and Whitespace label

• Status
  colour Green title NEW

  Added option to set maintenance flag for ClosePlan LMA Access users. Allows to enable additional debugging options for ClosePlan.

Admin: Template detail

• Prevented template ID truncation if category name too long

Admin: Scorecard Template

• Adjusted Category ordering. New categories are added at the bottom

• Adjusted Question ordering. New questions are added at the bottom

• Changed new Question to display as modal instead of inline way

• Status
  colour Green title NEW

  Added Scorecard summary header and category level summary

• Fixed Question Max score value formatter to prevent showing infinity value

• Status
  colour Green title NEW

  Added ability to add new question directly from Category

Admin: Playbook Template

• Adjusted Checklist ordering. New items are added at the bottom

Admin: User Manager

• Opening user name link in new window will navigate to User Detail page

• Profile list now sorted alphabetically

• Status
  colour Green title NEW

  Added ability to import CP User Licenses using CSV file

Admin: People.ai Environment

• Link to People.ai Web app to configure API Key now opens in new window