2024-12-05 Release Notes

Administrate General Release Notes
Available for Essentials, Enterprise and DX Editions.

Bug Fixes

• Fixed an issue where you would receive an error when using a Communication Template with a DMS document in the Event adhoc communcations modal.

• Fixed an issue where the adhoc communications modal on Events did not list more than 50 communication templates.

• Fixed an issue where Administrators reports entity would sometimes not return Administrators.

• Fixed an issue where Course Categories that were assigned to a Promotion Campaign could not be deleted.

• Fixed an issue where if a Learning Path Learner had their registration deleted, they would still show as Active on the Learning Path. Now these Learners will show as Cancelled.

• Fixed an issue where Task entries in the Opportunity Timeline were occasionally not displaying correctly with additional, irrelevant entries.

• We have ensured that Invoice line items quantity must always be greater than 0 to prevent financial accounting issues.

• Email preview now highlights dynamic variables and conditional constructions display all possible branches with annotations, additionally we fixed the rendering so that the preview won't break if the variables are empty.

• Fixed an issue where emails sent during WebLink checkout and LMS login to reset a user’s password or set it up for the first time didn't include the brand’s sending address name and address in the sender details.

• Fixed an issue where Quote PDF and Emails for Opportunities without an Account or Contact would not include the Account/Contact details specified in the Opportunity Mapped Attributes.

• Fixed an issue where checkbox custom fields in reports, when unchecked, would show blank instead of 'No'.

• Fixed an issue where removing Invoice or Credit Note Line items would unset any discount previously set on the Invoice or Credit note.

• Fixed an issue where subsequent updates to a Session Custom Fields via the Outline tab might not persist the values properly.

• Fixed an issue where not all Resources were available to map to External Calendars.

• Fixed an issue where removing a primary Instructor or Administrator from all Sessions on an Event did not fully remove them from the Event. If another Instructor or Administrator is available, they are now properly reassigned as the primary.

• Fixed an issue where the default Sign-in Sheet template incorrectly included canceled unnamed learners.

• The Account History page now provides an enhanced view with details such as Account industries, brand, company names, custom fields, and a link to the Opportunity that caused the change (if the Account was created or updated during an Opportunity update or transition).

• We have resolved an issue where updates to an Account via the API were not being logged in the Account History as expected.

• We have updated the Transfer Student modal to check the Event Registration - Edit permission before allowing transfers and the User can continue to transfer without permission to create Credit Notes and Invoices.

• We improved the performance of pages that load data related to Course Templates, in particular the Account Pricing Agreements.

• We have added Triggers relationships to Events, referred to as triggers, and created Triggers Course relationships, now called Course Triggers (May Be Filtered) in Reports.

• We have added support for Instructor rates in the Reporting engine, enabling more detailed financial reporting related to instructor compensation.

• We’ve added various Contact fields in the Reporting Engine, including:

  • Labels for is_admin (Is Administrator), dont_mail (Unsubscribe), locale (Language), and inactive (Left Company), date of birth, passport_number, passport_authority, passport_issue_date, passport_expiry_date, nationality, and invoice_pay_date.

  • Missing fields such as skype, line_manager, line_manager_supervisor, and primary_job_role.

• The Tax Type had an effective rate that lost precision after 2 decimal points, now it’s been adjusted to support up to 4 decimal points.

• The Event Students tab can now retrieve both named and unnamed learners when searching by account (previously, only named learners were returned)

• The Notes field for Event instructors can now be displayed on the Event Report.

• We’ve fixed an issue with the Adhoc Communication Modal on Events, so you no longer encounter an error when sending to a group that includes Contacts without a valid email address.

• You can now filter and report on Account documents. Previously, account documents were not available for reporting or filtering, and users experienced issues when attempting to do so.

Developer Experience
General API changes and for Administrate DX Edition.

What's New?

GraphQL API

• We updated the transferLearner mutation to check for Event Registration - Edit permission before allowing the transfer to proceed.

• We have added a new createAccountTask mutation. We have also added “account” as a queryable “task” attribute, and allowed the filtering of tasks by “accountId”.

• The following mutations have been added to the CourseTemplateMutations API for managing LMS content types:

  • CourseTemplateMutations.addLmsContentTypeSeparator

  • CourseTemplateMutations.addLmsContentTypeExternal

  • CourseTemplateMutations.addLmsContentTypeResource

  • CourseTemplateMutations.deleteLmsContent

• The learner.transferLearner mutation no longer requires Sales Invoice Credit Note - Edit permission when creating Credit Notes - only when Finalizing Credit Notes.

• Added Registration.update mutation to update the booking contact on a registration.

• Any Account update made via GraphQL mutations, Opportunity Update mutations, or transitions will now record changes on the Account history page, including changed fields, old/new values, the user responsible, and the related Opportunity (if applicable).

• We have added support for filtering Events by achievement types.

• You can now add, update, or delete item interests on Sales Opportunities via the GraphQL API.

• We have added internalNotes and externalNotes to the following inputs:

  • LMSEventCreateInput

  • BlendedEventCreateInput

  • ClassroomEventInput

  • EventUpdateInput

• Additionally, lmsAnnouncements has been added to:

  • LMSEventCreateInput

  • BlendedEventCreateInput

  • EventUpdateInput

• The surveys field has been added to the Events GraphQL API.
• We have added PortalMutations.removeWebLinkPaymentProvider that allows removing a configured WebLink payment provider.

• The mutation CustomFieldMutations.createPointOfSaleField had an input that supported the type document, that type has now been removed.

• Adds two new mutations addPointOfSaleFieldCourses and removePointOfSaleFieldCourses for easier management of your point of sale course mappings

• We have added mutation support for Tasks, adding create (Event, Contact, and Opportunity), update, and delete mutations. We have also added eventId, contactId, and opportunityId as filter fields for tasks, as well as adding timeZoneName, showOnCalendar, event, contact, and opportunity as queryable fields on the task entity type.

Bug Fixes

• • The Tax Type had an effective rate that lost precision after 2 decimal points, now it’s been adjusted to support up to 4 decimal points.

  • We have improved the efficiency of fetching a CourseTemplate.

  • The learner contactAccountName filter on the learners query will now include any unnamed learners for an Account matching the provided name.