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 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 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 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 1: Regenerate Permission Sets

A. Permission sets for Inquiry Forms (Site-User) should be regenerated to use the new object, Configuration Version, added for Form Versioning:

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (B).

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. 2502.1).
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 site users.

B. To manually implement these changes to customized permission sets:

1. Navigate to Setup and search for Sites.
2. Click your Inquiry site.
3. Click the Public Access Settings button.
4. Click the Assigned Users button.
5. Select the Site User for this site.
6. Under Permission Sets, select the Permission Set granting access to the Site User (e.g,  Inquiry Forms Site User).
7. Click Object Settings.
8. Select the Configuration Version object and click Edit.
9. Assign READ access to the Configuration Version object and ALL fields.
10. Save your changes. 

C. For Student-facing profiles (where the user authenticates into a Community), you will need to manually add Read access to the Configuration Version object:

1. Navigate to Setup and search for Profiles.
2. Click the Profile of your student-facing user (typically this is the Customer Community User (TargetX)).
3. Click Object Settings.
4. Select the Configuration Version object and click Edit.
5. Assign READ access to the Configuration Version object and ALL fields.
6. Save your changes. 

Item 2: Update permissions for Inquiry forms (Admin)

For anyone who needs to use the new object, Configuration Version, added for Form Versioning:

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (Option 2)

Option 1: Regenerate the Inquiry Forms (Admin) permission set 

1.  Navigate to the Permission Scanner tab.
2. Select the Product/Feature = Inquiry forms (Admin) 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 Profiles.
2. Click the Profile of the users that need to view responses.
3. Click Object Settings.
4. Select the Configuration Version object and click Edit.
5. Assign Read and Create access to the Configuration Version object and Read and Edit access to all fields.
6. Save your changes. 

Item 2: Upgrade Complete

1. No further configuration is required. 

2502.1

2505.1 (May '25)

Item 1: Update permissions for Inquiry forms (Admin)

For anyone profile that needs to view responses, add the new object and fields for the Form Response object:

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (Option 2)

Option 1: Regenerate the Inquiry Forms (Admin) permission set 

1. Navigate to the Permission Scanner tab.
2. Select the Product/Feature = Inquiry forms (Admin) 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 Profiles.
2. Click the Profile of the users that need to view responses.
3. Click Object Settings.
4. Select the Form Response object and click Edit.
5. Assign Read and Create access to the Form Response object and Read and Edit access to all fields.
6. Save your changes. 
7. Repeat for any other profiles or permission sets that need to view response data.

Item 2: 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 Object Settings.
5. Select the Form Response object and click Edit.
6. Assign Read and Create access to the Form Response object and Read and Edit access to all fields.
7. Save your changes. 

Item 3: Update Permissions for Event Registration (Student-facing)

For Student-facing Event Registration profiles, add the new object and fields for the Form Response object. 

Note: If you have applied customized permissions to this permission set you will want to use the manual steps below (Option 2).

Option 1: Regenerate the Event registration (student-facing) permission set

Permission sets for Event registration (student-facing) should be regenerated to use the new object, Form Response, added for Saved Responses:

1. Navigate to the Permission Scanner tab.
2. Select the Product/Feature = Event registration (student-facing) 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 Profiles.
2. Click the Profile of your student-facing user (typically this is the Customer Community User (TargetX)).
3. Click Object Settings.
4. Select the Form Response object and click Edit.
5. Assign Read and Create access to the Form Response object and Read and Edit access to all fields.
6. Save your changes. 
    

Item 4: Update Events (Site User) permissions

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

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 Object Settings.
5. Select the Form Response object and click Edit.
6. Assign Read and Create access to the Form Response object and Read and Edit access to all fields.
7. Save your changes. 

Item 5: Update Page Layouts

Add the new SavedResponseView visualforce page to the Contact page layout so users can easily view a Contacts Saved Responses. Choose to update the Classic Page Layout or Lightning Page Layout:

Option 1: Update the Classic Page Layout

1. Navigate to Setup and select the Object Manager.
2. Click the Contact/Student object and select Page Layouts.
3. Select Edit next to the Layout you want to update.
4. Select Visualforce Pages and drag the SavedResponseView page onto the Page Layout.
5. Click the Properties icon (wrench) to set the Page Properties.
6. Adjust the Height to 200 and check the box to Show Scrollbars.
7. Save your changes.

Option 2: Update the Lightning Page Layout

1. Navigate to the Contact tab.
2. Click the Setup icon [gear] and select Edit Page.
3. In the left pane, choose Components, then drag the Visualforce component onto the page.
4. In the right pane, enter a label, such as Saved Responses.
5. Choose the Visualforce Page Name of  SavedResponseView.
6. Set the height to 200.
7. Save your changes.

Item 6: Refresh Group Assignment Triggers

1. Refresh your Group Assignment triggers to ensure the triggers are using the updated API version:

Note: Please make sure there are no ongoing updates to the rule criteria. Once you refresh, any updates in progress will be published and go live.

Item 7: Upgrade Complete

1. No further configuration is required. You may proceed to the Payment Connector Upgrade.