Base Upgrade

Step 1 - Record the Current Package Version 

​Before upgrading,  find and record your currently installed version:

  1. Navigate to Setup > Installed Packages
  2. Search for TargetX_Base
  3. Record your current version number

Note: ​If your current version is 2609.28, you are on the most recent package and should proceed to the Payment Connector Upgrade. 

The September '26 Base package was replaced on 10/1/26 due to a critical defect.

Step 2 - Check for Custom Object Tab 

  1. Navigate to Setup and search for Tabs.
  2. Check to see if you have a Custom Object tab for TargetX Logs.
    1. If you do NOT have the tab, proceed to the next step.
    2. If you DO have the tab, Delete the tab and then proceed to the next step.
    3. If you DO have the tab but do NOT have the option to Delete, proceed to the next step.

Step 3 - Install the Upgraded Package 

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C. 

  1. Navigate to TargetX Recruitment Suite: Admin Group to select and obtain the upgraded package. 
  2. Choose "Install for Admins Only." 
    • Remember to update the appropriate Profiles and Permission Sets if additional security is required.

Step 4 - Complete Additional Configurations

After installing the upgraded package (i.e., the ending version), you must complete additional configuration steps to ensure all functionality is available. Use the following chart to complete the additional configurations. Identify your starting package and your ending package, then complete all configurations steps in between. For example, if your starting version is xxxx.1 and you're upgrading to xxxx.4, you'll need to complete all configuration steps for xxxx.2, xxxx.3, and xxxx.4.

Starting Version

This is the version you currently have installed, as Identified in Step 1.

Ending Version

This is the upgrade you are installing, as selected in Step 2.  

Configuration Steps by Release

These are the steps you need to complete, from the starting version to the ending version. For example, if your starting version is 2205.0 (May '22) and you're upgrading to 2208.6 (August '22), you'll need to complete the configuration steps for 2206.3 (June '22), 2207.0 (July '22), and 2208.6 (August '22). 

2505.61

2511.0 (November '25)

 Item 1: Update Permissions for Inquiry Forms (Site User)

For site users that will be completing Inquiry forms, add the new object and fields for the Form Response object for site users who will be completing inquiry forms.

Option 1: Regenerate the Inquiry Forms (Site User) permission set 

  1. Navigate to the Permission Scanner tab.
  2. Select the Product/Feature = Inquiry forms (Site User) and Version = the version you are upgrading to (e.g. 2505.x).
  3. Select the checkbox for Use @Future to generate Permission Set if you want to have the process run in the background.
  4. Click the Generate Permission Set button.
  5. The updated permission sets will retain the currently assigned users. If needed, you can assign the Permission Sets to additional users.

Option 2: Manually implement these changes to customized Profiles or Permission Sets

  1. Navigate to Setup and search for Sites.
  2. Click your site, such as Events or Inquiry.
  3. Click the Public Access Settings button.
  4. Click Assigned Users.
  5. Click the Site User Full Name.
  6. Under the Permission Set Assignments, select the permission set you wish to update. E.g., TX Inquiry Forms (Site User)
  7. Click Object Settings.
  8. Select the Form Response object and click Edit.
  9. Assign Read and Create access to the Form Response Object.
  10. Assign Read and Edit access to the Related Id field.
  11. Save your changes. 

Item 2: Upgrade Complete

  1. No further configuration is required. 

2511.0

2602.4 (February '26)

No configuration steps. 

2602.4

2604.9 (April '26)

No configuration steps. 

2604.9

2605.3 (May '26)

No configuration steps. 

2605.3

2609.28 (September '26)

No configuration steps. You may proceed to the Payment Connector Upgrade.