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Applicant Dashboard Upgrade

Step 1 - Record the Current Package Version

​Prior to upgrading, you will need to find and record your currently installed version:

  1. Navigate to Setup > Installed Packages
  2. Search for TargetX_Portal
  3. 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. 

  1. Navigate to  TargetX Online App: Admin Group to select and obtain the upgraded package. 
  2. 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

This is the version you currently have installed, as Identified in Step 1.

Ending Version

This is the upgrade you are installing, as selected in Step 2.  

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:

  1. Navigate to Setup and select Object Manager.
  2. Click the Community Theme object.
  3. Click Page Layouts.
  4. Click the Community Theme layout.
  5. Drag the Hero Image Mobile (Static Res. Name)


Item 2: Update Hero Image Mobile in Community Theme

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:

  • App Dashboard Hero Image Mobile 422 px wide x 260 px high
  • Sign-In page Hero image Mobile 456 px wide x 400 px high

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:

  1. Navigate to the Community Themes tab.
  2. Select Edit for the Theme you want to update.
  3. In the Custom CSS field, you can use the following example replacing the min-width and max-width and image url to meet your needs:
/* 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:

  1. Navigate to Setup and search for Profiles.
  2. Click the Profile used for Administrators.
  3. Add READ & EDIT permissions to the new Community Theme field, Hero Image Mobile (Static Res. Name).
  4. Save your changes.

Item 5: Update Community User Profile 

The Customer Community User profile should be updated to include the new Community Theme field Hero Image Mobile:

  1. Navigate to the Setup and search for Profiles.
  2. Select the Profile = Customer Community User.
  3. Click Object Settings.
  4. Click the Community Theme object.
  5. Click Edit.
  6. Add Read Access to the Hero Image Mobile field.
  7. Save your changes.

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.

 

 

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