Release 9 – September 24, 2023

   Configure Conditional Options When Building Contact Properties

In Outcomes, you can create Contact Properties that you or other Outcomes users can interact with. With this enhancement, when creating a dropdown or multi-select field, you can establish conditions under which each option becomes available. This tailors your contact property to each contact, ensuring that only relevant options are visible.

   Engage

Version 2310.0

• A new Room Details field was added to the Engage Room object. This displays over the poster image and provides additional details about the room (e.g., its purpose or related instructions). For more information, see Engage Room Settings.

   Events

Version 2310.5

• The Appointment Scheduler was updated as follows:
  • Meeting Links for upcoming Virtual Meetings are now clickable URLs to quickly open the meeting. For more information, see Understanding How Students Schedule Appointments and Interviews in the New UI.
  • The confirmation page includes your preferred time zone and phone number to view or replace information critical to your appointment.
  • When scheduling an appointment, the phone number you enter is validated to ensure it contains only numeric characters and matches the selected country’s standards.
  • A My Account option so you can easily view your Phone and time zone information. For more information, see Understanding How Students Schedule Appointments and Interviews in the New UI.
  • The scheduling panel auto-opens when you use a link with URL parameters.
  • Custom filter fields added to the Appointment Scheduler workflow are displayed on the Confirmation/Summary page. For more information, see Custom Filter fields.
  • An indicator displays when an appointment is scheduled, canceled, or updated, providing you with a visual cue to confirm the process is running.
• The Appointment Calendar was updated as follows:
  • The calendar displays past days with a strikethrough so you can easily see availability.
  • The calendar displays availability and appointments based on your preferred time zone.
  • Upcoming Appointments with overlapping times display an orange time conflict label.

   Retention

Version 2310.0

• Courses listed in the Student Success Center are grouped by Term and display Overall GPA, Term GPA, Midterm, and Final grade fields.

   Documentation

• A new article about Hyperforce Migration Updates is available in the TargetX Help Center. This article covers the steps you should take as Salesforce moves its infrastructure to Hyperforce by the end of 2024.
• A new Retention Quick Start Guide for Administrators is available in the TargetX Help Center. This guide was created for users who will administer the Retention Suite and provides a high-level view of Retention features and links to common Administrator functions.
•  A new article Submitting Faculty Early Alerts with TX Forms is available in the TargetX Help Center. This article outlines creating a TX Form for Faculty to enter Early Alerts.

   TargetX Resolved Defects

Events (Version 2310.5)

• (CL-1978) Validation rules for event registration run without error. Previously, custom Validation Rules created on the Contact Schedule Item object would not run correctly and would display an error in the Console.

TX Forms (Base Version 2310.0)

• (CL-1990) Submitting a TX Form when a matching field contains an apostrophe submits without error and creates or updates a Contact record. Previously, submitting a TX Form with an apostrophe in one of the matching fields would generate an error and create a TargetX Log entry.

WebAdMIT Enhancements