Release Date: February 21, 2021
What's New?
Forms - Additional Fields for Tables, Sections, and Reusable Data
Disable Get Data - Admins now have the ability to disable the Get Data functionality for users accessing forms. When this feature is enabled in the container template within the form builder, users will not be able to pull in data from other forms they have previously filled out.
Disable Adding/Removing Table and Section Rows - Admins now have the ability to prevent users from adding rows in Tables and Group Sections.
Disable Copying of Table and Section Rows - Admins now have the ability to prevent users from copying rows in Table and in Group Sections.
PT - Configurable Remove Test Button (Trash Can)
With this new form builder setting on a TRF, admins can restrict the removal of tests added to a TRF from other users.
As an admin in the Restrict Test Deletion section in the form builder, you will see instructions that will help you define which actor in the workflow can remove ANY test from the form, which is the default when set to "undefined", and also which actor can remove tests that they add and may want to remove if there is a mistake and the form has not been submitted yet.
Requests - UX Changes
There are some minor user experience changes to the new request page.
If you are creating a new request from the Request object, you will still see the option to append the partner and product name to the request name.
If you are creating a new request from the Account > Requests > New related list OR Account Trading Partner Relationship > Requests > New related list, the partner name will be automatically selected and added to the start of the request name. You cannot choose another partner or partner to append as both check boxes are hidden.
If you are creating a new request from the ICIX Product > Requests > New related list OR ICIX Product Relationship > Requests > New related list, the product name will be automatically selected and added to the start of the request name. You cannot choose another product to be added to the request. Since the product can be associated to several other trading partners, you can choose to append the partner name to the request name as multiple request for one single product might be sent out.
API - Request Creation Owner
We have updated the RequestAPI that supports Owner as a parameter. When this is set, the owner of the request is populated with the User ID that is passed while creating a request. When no User ID is passed as the owner, the owner is the user who initiated the request (this is the existing behavior).
Request owners do not get synchronized across orgs - they never have.
API - Message Object for APIs
For API messages, we have created a separate object to store this data, and structured similarly to the existing messages object.
All versions of our API now use this new object: API_Message__c.
PT - Custom Certificate Name Per Certificate Template
For certificate templates, you can now give them a specific name.
- There is a field in the UI that allows you to add a custom certificate per certificate template. This helps with distinguishing the difference with the same template used more than once when a passing result triggers a certificate to be generated.
Bug Fixes
- Forms - Fixes an intermittent issue where a a user who is adding a new test to a TRF is expecting to see the associated test methods visible but they are not loading properly. Issue resolved.
- Forms - Fixes an intermittent issue where trading partners are unable to select an approved lab to forward a product test request to. Issue resolved.
- Audit - Fixes and intermittent issue when some larger audit forms are generated into a PDF file and the fields are duplicated. Issue resolved.