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September '23 Release Notes

This release includes enhancements for Application Review, Online Application, Recruitment Manager, and TX Forms and defect fixes for Application Review, Engage, Events, Online Application, Recruitment Manager, and TX Forms.

New Features and Enhancements

TargetX Enhancements

   Application Review

Version 2309.0

  • A new page, Application Review Settings, allows you to enable a trigger to set the Application Review Completed Date. For more information, see Configuring Application Review Settings.
  • Date triggers only update Null values so existing data is not overwritten for the field Application Review Complete Date.
   Online Application

Version 2309.3

  • The School Picker sorts values alphabetically.
   Recruitment Manager

Version 2309.0

  • Date triggers only update Null values so existing data is not overwritten for the following fields: Application Submit Date and Application Fee Received Date.
  • New settings are available in Recruitment Manager Preferences for Auto-Update EH Name, Auto-Update Test Type and Auto-Update Test Name, Set App Fee Received Date, and Set App Submitted Date. For more information, see Configuring Recruitment Manager Preferences.
  • Two deprecated workflows, Contact Created, and Duplicate Contact, display help text indicating the workflows should no longer be used, so users can easily identify deprecated workflows.
   TX Forms

Base Version 2309.3

  • When creating records from a TX Form, you can select a Record Type so that data for different types of records is saved correctly. For more information, see Working with Record Types.
  • The school picker functionality in TX Forms has been updated to Autocomplete questions so that the lookup field for any object can be used as a type-ahead selection question instead of only Account lookups. For more information, see Working with Autocomplete Fields.
   TargetX Resolved Defects

Application Review (Version 2309.0)

  • (CL-1895) Application Review Scorecards correctly display formatted text, required fields, and font colors. Previously, numerous display issues affected the Scorecard.

Engage (Version 2309.0)

  • (CL-1964) Custom text for Added to Queue SMS Message and Advisor Pickup SMS Message save properly when a new Engage Room is created. Previously, the custom text would only save after the initial creation of a room.

Events (Version 2309.3)

  • (CL-1973) Custom questions with picklists allow users to deselect values. Previously, when a user selected a value from a picklist, they could not deselect it.

Online Application (Version 2309.3)

  • (CL-1959) The Salesforce fields for Gender Identity and Pronoun are now available when building Online Applications. Previously, you could not include these fields when building application forms.
  • (CL-1960) Text on Elements aligns consistently. Previously, text on Elements was indented following Attachments.
  • (CL-1976) When reordering elements in a new form, buttons in Form Builder are enabled. Previously, the buttons became unresponsive when elements were reordered using drag and drop. 

Recruitment Manager (Version 2309.0)

  • (CL-1956) When creating two identical ad-hoc requirements, populating the same requirement ID twice, separated by a semicolon to NewRequirment, creates two identical checklist items on the application. Previously, ad-hoc requirements would not create checklist items.
  • (CL-1956) When creating ad-hoc requirements on multiple applications in a single action, the checklist items are created on all the applications. Previously, only one of the applications had the new checklist items created.

TX Forms (Base Version 2309.3)

  • (CL-1955) Events TX Forms no longer generate an error once saved. Previously, Events TX Forms attempted to validate URL redirects and prevented you from saving with the error “Redirect is not an accepted URL format.”

Why Should I Upgrade? 

Recommendation

Product and Notes

Recommended

Base:

  • Recommended for all clients using TX Forms.

Engage:

  • Recommended for all clients using Engage.

Events:

  • Recommended for all clients using Events.
  • Recommended for all clients using Appointment Scheduler.

Online Application:

  • Recommended for all clients using Online Application.

Recruitment Manager:

  • Recommended for all clients using Application Requirements Manager.
Optional

Application Review:

  • Minor bug fixes.

 

Upgrade Instructions     Edit section

For Upgrade instructions, select Upgrade Guides from the TargetX User Community.

 

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