Base Upgrade

Item 1: Verify TX Forms with Conditional content on Inquiry records

The defect correction for CL-1905 updates the way the system handles Inquiry records and results in the removal of conditional fields based on Inquiry records. As a result, you should re-check any TX Forms with conditional content built on Inquiry records, as the conditional content may need to be recreated:

1. Navigate to TargetX Builder.
2. Select the TX Forms icon.
3. Click the General or Events icon for the forms with conditional content on Inquiry records.
4. Click Edit.
5. Verify or recreate, if needed, any conditional content needed.
6. Click Save and repeat for any forms with conditional content on Inquiry records.

Item 2: Your upgrade is complete

1. No further configuration is required.

2305.9 (May '23)

No configuration steps. 

1. Navigate to Setup and click Object Manager.
2. Click the Prediction object.
3. Click Page Layouts.
4. Click the Prediction Layout.
5. In the Page Layout Palette, drag the External Prediction Id field onto the Layout.
6. Click the Prescription object.
7. Click Page Layouts.
8. Click the Prescription Layout.
9. In the Page Layout Palette, drag the External Prescription Id field onto the Layout.

Item 2: Update Permissions

Read/Edit Permissions need to be granted to the new Prediction field on the appropriate Profile/Permission Set:

1. Navigate to Setup and search for Profiles.
2. Click the Profile that needs access to the new Prediction field.
3. Click Object Settings.
4. Click the Prediction object.
5. Click Edit.
6. In the Field Permissions section, click Read Access and Edit Access for the following fields:

• External Prediction Id 

1. Click the Prescription object.
2. Click Edit.
3. In the Field Permissions section, click Read Access and Edit Access for the following fields:

• External Prescription Id 

10. Repeat for any other Profiles that need access to the new fields.
11. Repeat for any Permission Sets you may use.

To utilize the new Autocomplete functionality using an Answer list, you must update any TX Forms with Autocomplete fields:

1. Navigate to TargetX Builder.
2. Select TX Forms.
3. Click Edit on the form you plan to update.
4. Click the field for School Name in the canvas.
5. Select a field to use for the Answer List, such as School Name.
6. Select a Filter Field.
7. Enter a Filter Value.
8. Repeat for all TX Forms with autocomplete fields.

Item 2: Upgrade Complete

1. No further configuration is required.

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. You may proceed to the Payment Connector Upgrade.