Now Live: Related Custom Fields
Related Custom Fields are now available to everyone. You can make one select-list custom field depend on another, so that choosing a value in the first narrows the options offered in the second.
For example, a Model field can depend on a Make field: pick BMW and Model only offers BMW models. You can chain fields too, so Trim can depend on Model in turn: Make → Model → Trim.
To set one up, open the child field in Control Panel → Custom Fields, choose its parent in Depends on, then pick the options to offer for each of the parent's values.
When your team fills in a record, the child field only offers the options that match the parent. Changing the parent clears the fields that depend on it, so a record can't end up with a combination that doesn't fit. The same rules apply to the API and data imports.
To learn which fields can be linked and how to set them up, see Related Custom Fields.
Product Updates
- The Sales and Purchases ledger pages now have a single Create dropdown for Sales Orders and Invoices and Purchase documents.
- Custom Business Rules are now available to everyone, and are fully supported in the API.
- You can now sort the Invoices, Sales and Purchases lists by Account name, as well as filter by it.
- You can now view the PDF of a Credit Note from the Account finance page.
- On the Account Financials tab, hovering over a Sales or Purchase Statement row now highlights its linked invoices, payments, refunds and allocated credit notes.
- The Event details PDF now opens in your browser instead of downloading.
Bug Fixes
- Fixed several issues with generated Certificates: changes made on the page are now applied, deselected learners no longer receive a certificate, text layout and rotation are correct, and certificates are attached to emails again.
- Fixed an upsert import failing the whole batch when the file contained a duplicate email address.
- Fixed Number Custom Fields showing whole numbers with a trailing ".0" on Accounts, Contacts and Courses.
- Fixed the Account's Default Communications Contact and CC emails not being applied when an unnamed Learner on an Event or Learning Path was given a name.
- Fixed the From dropdown, when sending sales and purchase statements, not listing your default Sending Addresses or the address saved on the template.
- Fixed the Custom Fields list not loading past 100 fields, not refreshing after a save or delete, and showing an empty or out-of-date form when a field was reopened.
Documentation Updates
The following documentation pages have been added or updated: