Applicant Dashboard Upgrade
Step 1 - Record the Current Package Version
Prior to upgrading, you will need to find and record your currently installed version:
- Navigate to Setup > Installed Packages
- Search for TargetX_Portal
- Note the version number
Note: if your current version is 2409.0 you are on the most recent package and should proceed to the Communities Upgrade.
Step 2 - 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.
- Navigate to TargetX Online App: Admin Group to select and obtain the upgraded package.
- Choose "Install for Admins Only."
- Remember to update the appropriate Profiles and Permission Sets if additional security is required.
Step 3 - 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 |
Ending Version |
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). |
---|---|---|
2209.3 | 2211.1 (November 2022) | No configuration steps. |
2211.1 | 2302.0 (February 2023) | No configuration steps. |
2302.0 | 2304.0 (April '23) |
Item 1: Update the Community Theme Page Layout You must update your Community Theme page layout to display the new field for Hero Image Mobile:
The new field for Hero Image Mobile does not need to be updated immediately as the system will continue to use the existing image. Once you add a Hero Image Mobile the system detects if a user is on a mobile device and will display the Hero Image Mobile. It is recommended that you obtain a new image for mobile that meets the following specifications and then update the Hero Image Mobile field for your Community Theme:
For details on updating your Community Theme, see Updating the Community Theme. Item 3: Update Community Theme CSS to use Mobile Images (optional) If you want to use separate images for mobile in your Communities, add the following to your Community Theme CSS:
/* Updating the hero image - this is what displays for the Community login page */ @media (min-width: 568px) { .targetx-dashboard-hero { background-image: url("https://yourdomain.com/site_label/re...resource_title"); width: 1440px; height: 400px; } } /* Updating the hero image for mobile devices - this is what displays for the Community login page for mobile devices */ @media (max-width: 568px) { .targetx-dashboard-hero { background-image: url("https://yourdomain.com/site_label/re...resource_title"); height: 250px; background-position-x: 0px; background-position-y: 0px; } } /* Updating the logo image - this is what displays for the Community login page */ @media (min-width: 568px) { .targetx-header-university-icon{ background-image: url("https://yourdomain.com/site_label/re...resource_title"); background-repeat: no-repeat; width: (your image height)px; height: 57px; } } /* Updating the logo image for mobile devices - this is what displays for the Community login page */ @media (max-width: 568px) { .targetx-header-university-icon{ background-image: url("https://yourdomain.com/site_label/resource/static_resource_13_digit_numerical_value/static_resource_title"); background-repeat: no-repeat; width: (your image height)px; height: 33px; background-position: center; margin-left: 5px; } } Item 4: Update Admin Permissions Administrators require Read/Edit Access to the new Community Theme field:
Item 5: Update Community User Profile The Customer Community User profile should be updated to include the new Community Theme field Hero Image Mobile:
Item 6: Your upgrade is complete No further configuration is required. |
2304.0 | 2307.2 (July '23) | No configuration steps. |
2307.2 | 2403.0 (March '24) | No configuration steps. |
2403.0 | 2405.0 (May '24) | No configuration steps. |
2405.0 | 2406.0 (June '24) | No configuration steps. |
2406.0 | 2409.0 (September '24) | No configuration steps. You may proceed to the Communities Upgrade. |