Base Upgrade

Item 1: Updates for School Picker

The September '23 Base upgrade included a new feature that allowed for changing School Picker into an Autocomplete that works with all lookup Objects. The ‘older’ School Picker will no longer work with the security changes in the February ‘24 upgrade.

1. For any forms with school picker that were created in a version earlier than September '23 (and not edited after), you must update anything on the School Picker field (such as reselecting the Answer List value) and resave the form for the upgraded school picker to take effect.
    

Item 2: Upgrade Complete

1. No further configuration is required. 

Item 1: Update TX Forms embed code

Defect CL-2119 requires the URL for the Embed Code to be updated. As a result, you’ll need to update any webpages embedded with a TX Form with the new URL. To locate the updated embed code:

1. Navigate to TargetX Builder.
2. Select the TX Forms icon.
3. Edit the form that is embedded on a webpage.
4. Select a Site and click Copy Code in the Embed Code Snippet section.
5. Apply the Embed Code Snippet to your webpages as needed

Item 2: Upgrade Complete

1. No further configuration is required. 

Item 1: Update Address Widget (optional)

This step is necessary only if you observe address fields on your TX Forms are not arranged as expected. Prior versions of TX Forms, like the initial December '20 package, necessitate a manual update to rectify the sequence of address fields:

1. Navigate to TX Builder, then TX Forms.
2. Choose the form that uses the Address Widget.
3. Choose the address widget you've previously mapped and rearrange it according to your preferences. 
4. Save the form. 

Item 2: Update Site Guest User Permissions (optional)

When using a new site for Application Form Type, you must add permissions for the Application object for the Site Guest User. You will need the list of all the application fields added to the form.

1. Navigate to Setup and search for Sites.
2. Click your site, such as Inquiry.
3. Click the Public Access Settings button.
4. Click Object Settings.
5. Select the Application object and click Edit.
6. Assign READ and CREATE access to the Object.
7. Assign READ access to any Application fields configured for your TX form.

For additional information on Permissions and TX Forms, see Implementing TX Forms.

Item 3: Upgrade Complete

1. No further configuration is required.

Item 1: Update Embed Code (optional)

The September ’24 Base package corrects an issue where the Embed Code for general TX Forms did not display properly.  The embed code will now display correctly but if you wish to correct your published forms right away, make the following update to the embed code:

• Update the width parameter to 100%

Item 2: Upgrade Complete

1. No further configuration is required.