2024-12-19 Release Notes

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

What's New?

• You can now choose to send adhoc communications on Events to Passed and Failed Student groups.

• We have made it easier to process refunds for Learner cancellations:

  1. If a Learner was priced in Currency and has been Invoiced, the ‘Cancel Learner' confirmation dialog offers the option to Create a Credit Note for the Learner

     1. if the Invoice is unpaid, the Credit Note will be automatically allocated to the Invoice. If the Invoice is paid, the Credit Note will not be allocated and the Account will be credited for the corresponding amount

  2. If a Learner was priced in Training Tokens and they have been redeemed, the ‘Cancel Learner’ confirmation dialog offers the option to refund the Training Tokens onto the Account from which they were deducted.

Defects Resolved

• Fixed an issue where switching from HTML to Rich Text would wipe content of email body.

• Fixed an issue where Opportunity Interest relations would sometimes break Token transaction reports.

• Fixed an issue where the adhoc emailer, when sending an email with a generated certificate, would sometimes not correctly generate the certificate.

• Fixed an issue where it was unclear to a user when they were trying to register someone who was already registered and duplicate registration was blocked.

• Fixed an issue where the email address entered when paying by invoice would not be stored against the Account Billing Address email on the Account. When using authenticated weblink, the existing Account Billing Address email value (if set) will be used to prepopulate this field.

• Fixed an issue where sometimes updating Events with Learner Subbookings would trigger Learner Created Webhooks.

• Fixed an issue where Contacts with an inactive Contact Account Membership were still appearing in the list of Account Contacts.

• Fixed an issue where Event profit in the event finance tab was not calculated correctly.

• Fixed an issue where Private Event quotes in the Opportunity system would sometimes display incorrect data.

• Fixed an issue where the count of participants for Private events would display incorrectly.

Developer Experience
General API changes and for Administrate DX Edition.

What's New?

• We have added taskWorkflowGroupIds to courseTemplate.create, courseTemplate.update, event.createLMS, event.createClassroom, event.createBlended and event.update.

• New LearnerMutations.raiseCreditNote mutation to raise a credit note for a learner that has been invoiced for an event.

• New Learner.tokenTransaction field that will be non null and contain the Token Transaction corresponding to the Training Tokens redeemed for the Learner

• A table opportunity_quote_interests has been extended by next fields: is_new_event, start_datetime, tz_name, location, location_id (last two are related and have unified property setter). All of that fields are nullable and have same structure as similar fields in opportunity_interests table.

• We have added the following fields

  • Interest.tokenTransaction which will be non null and contain the token transaction that issued the training tokens when the Interest’s Opportunity was transitioned

  • TrainingTokenTransaction.interest which is non null if a certain token transaction was generated through an Opportunity progression

Bug Fixes

• Fixed an issue where Opportunity updateIntest mutation now performs interest validation before proceeding to next configured step.

• Fixed an issue when creating an Event with a Course Template using the GraphQL API, the created Event would not inherit the Survey Monkey Surveys set on the Course Template.

Deprecation Notice

Scheduled removal date for the fields is 2025-03-31