Release Notes - Version 5.0

New Features

  • TPC Form Flow

    Form Flow empowers the administrator to create robust form workflows. Define the form workflow using our intuitive drag and drop flow chart. Create branching decisions based on submitted data and guide users through a customized multi-page form.
    migration
  • Migration Utility

    A new migration utility will facilitate moving configurations from one environment to another. This feature will allow users and admins to create a continuous delivery model for their dev, test, uat and production environments.
    migration
  • Language Mapping

    Added the ability to map Dynamics CRM language packs to Sitefinity languages. This enables automatic metadata translation support for languages other than the exact Dynamics CRM language pack language.
    language-mapping
  • Common Data Service (CDS) 2.0 Support

    Something big is happening and The Portal Connector is ready for it! With Microsoft's Common Data Service (CDS) 2.0, users can now build PowerApps, integrate with Microsoft Flow, create PowerBI reports that interact with Microsoft Dynamics 365 Customer Engagement data, Office 365 data and the word from Microsoft is that Microsoft Dynamics 365 Business Central will eventually be on CDS 2.0 as well. Strap on your portal hero capes and start engaging your customers now and in the future.
    cds

Feature Enhancements

  • TPC Static Value JavaScript API

    Included JavaScript API for the TPC Static Value widget, allowing you to manipulate the data in the Static Value on the client side if necessary
  • TPC Validator JavaScript API

    Added JavaScript API to the TPC Validator so that users can call .isValid() to do additional client side logic and customization to the validation status.
  • Activity Feed Widget - Added support for indirectly related activities

    Initial release of this widget only showed activities directly related to the loaded entity. Added support for indirectly related activities such as email recipient.
  • Kendo Window Maximized Option

    Provided the ability to all widgets that use Kendo Windows to maximize the child window.
  • TPC Widget Accessibility Enhancements

    Extended TPC widget accessibility for all TPC widgets. Provided enhanced support for Web Content Accessibility Guidelines (Section 508/ WCAG 2.0 Leve AA)
  • TPC Lookup Display Format

    Added advanced property to the TPC Lookup that allows users to customize the display attribute format string.
  • TPC List View Actions with All Query String Parameters

    Added the ability to pass all existing query string parameters on the current page to the edit and add actions of the TPC List View
  • TPC Grids Default Order Support

    Added the ability to manipulate hard-coded orders on the Fetch XML configurations on all TPC Grids so that users can remove or modify the default orderby.
  • TPC Grids Edit/Delete Button Locations

    Added the ability to move the edit and delete button to the start or the end of the columns through configuration of the TPC Grids
  • Fetch XML Top Support

    Added top support to all TPC Services that use Fetch XML. Top allows configurers to limit the number of records returned by any fetch without paging capabilities
  • TPC Lookup Display Template

    Added the ability to modify the TPC Lookup display template so users can customize which fields they want to show in the drop down and how the fields are presented.
  • TPC Grids Double Click Edit

    Added the ability to enable double click edit for all TPC Grids. This allows the user to double click any row to open the edit mode of that record.
  • TPC Lookup Radio Button View

    Added new Radio Button view to the TPC Lookup that allows users to select related records using a Radio Button interface
  • MVC Grid DateTime Grouping

    Added preliminary support for DateTime grouping for all TPC Grids and List Views. Dates are now groupable by the format string in the Format HTML of the column editor.
  • Edit Form from Page Designer

    Added "Edit Form" link to the MVC Form Manager allowing for the selected form to be edited without having to leave the page designer or knowing the form name.
  • Improved load times for MVC Grids and ListView

    Moved loading of grid schema from a web service call to the controller. This results in faster page load times by having the data needed to present the grid, while still loading the data after the page loads via a web service call.
  • TPC ListView Alternate Templates

    Removed the default requirement for row and alt row templates. Unless configured to use the alt row template, only the single template is needed.
  • Added support to MVC Pay Button for additional entities.

    Added support for paying for any numeric field on any entity. An order or invoice will be created when needed.
  • Remove Microsoft Ajax Dependencies

    Removed the requirement for the Microsoft Ajax library. This file is no longer downloaded to the client reducing initial page size.
  • Form Submission Events Cancellation

    Added ability to cancel form submission in pre-submit events.
  • MVC SubGrid Navigate to Different Page

    Added the ability to edit records in a MVC SubGrid on another page. This feature was present on the MVC Grid but not the MVC SubGrid.
  • Role Based Buttons for List type widgets

    Added ability to restrict the Add/Edit/Delete buttons based on the role of the logged in user. This allows for better control over who can change data presented in the MVC Grid, SubGrid and ListView widgets.
  • SharePoint Grid Culture support

    Added proper culture support for existing DateTime columns on SharePoint Grid. Added advanced property to allow custom DateTime formats to be configured.
  • SharePoint Hide/Show Grid Columns

    Added ability to reorder or remove the columns on the SharePoint Grid.
  • Prefix support for SharePoint Grid

    Added support for prefixing files on the SharePoint Grid. This allows multiple grids to share a single location in SharePoint while keeping its files logically separated.
  • Knowledge Base Search Sorting

    Added ability to override default sorting options for Knowledge Base Search results.

Bug Fixes

  • Fixed issue in chrome where hidden required inputs would throw errors in the console when submitting a form
  • Fixed issue where duplicate roles would be assigned to users under certain cases.
  • Fixed issue where the uninstallation of The Portal Connector would not delete the custom types from the Ecommerce module tables.
  • Fixed issue where related entity data would not be submitted with certain parent-child form configurations.
  • Added expiry time to the TPC SharePoint download links to prevents users from sharing links.
  • Fixed issue where cascaded lookups filtered on other lookups would not cascade properly when the parent lookup was set back to an empty (non-selected) record.
  • Fixed issue in the Fetch Builder where entities could not be built if they contained "ent_" in the logical name.
  • Fixed an issue with the TPC List View where primary ID columns would not be encrypted and not follow the EncryptGuids flag when used for the interaction buttons or any custom JavaScript. See breaking change below for more information.
  • Fixed issues where roles would not be synchronized between Sitefinity and Dynamics CRM when modifications to the roles were done exclusively through Sitefinity.
  • Added error and rate limit checking for the Portal Connector Dynamics CRM API so that failed API calls due to rate limiting will be retried when appropriate.
  • Fixed issue where products added to an order or invoice would be deleted and recreated when the order status is changed in Sitefinity
  • Fixed issue where static filters would not be applied when there are no user defined filters in the filters tab.
  • Fixed numeric formatting issues that occurred with the TPC Text Field when set to read only.
  • Fixed issue where the Edit Form button would not show up for all forms on a page
  • Fixed issue where configurers were not able to set up the appropriate pages for the TPC Registration widget when the contact already exists in Dynamics CRM
  • Fixed issue where version info would not be retrievable on the TPC JavaScript API if no page or form widgets are present on the page.
  • Fixed issue where Sitefinity form submissions would not be submitted to Sitefinity if files were included in the submission
  • Fixed issue where Grid Data does not format properly according to the culture of the current page.
  • Fixed site initialization issue that occurred under certain circumstances that prevented the Sitefinity site from starting when left idle for too long
  • Fixed an issue allowing users to modify submissions of read only fields
  • Fixed issue with the MVC Lookup widget designer not loading correctly in the Edge browser.
  • Some default filter options for the MVC Grid and SubGrid widgets were invalid for DateTime fields. Removed invalid options.
  • Fixed issue in the MVC Text Field widget that prevented custom REGEX validation to not fire when configured as a multi-line textarea.
  • Fixed issue where forms cannot be resubmitted when a file is attached. Fixed issue where attachments are lost when form submission fails.
  • Fixed issue that caused an exception when filtering is enabled and one or more notes had no title.
  • Fixed issue where an exception is displayed instead of a proper error message when the WebAPI is not configured correctly.
  • Fixed issue where when a form is configured to display error messages from CRM, the exception type was included in the message.
  • Fixed issue where the MVC PickList widget showed no data when configured for a multi-select field and was in read only mode.
  • Fixed issue where form submissions fail when configured with a child form and no fields are filled in on the child form.
  • Fixed issue where special characters (specifically accented characters) were not saving correctly in the Template Editor due to improper encoding.
  • Fixed issue causing changes to not be saved correctly.
  • Added trimming of white space in email fields for Registration and Portal Invite widgets. This will reduce user frustration when copy and pasting with unintentional space characters.

Known Issues

  • Removed Kendo.Mvc Dependency

    Removed the Kendo.Mvc dependency from all Portal Connector projects. Any project referencing this dll will need to provide their own version.

​Breaking Changes

  • TPC ListView/TPC Grid - GUID Encryption in Templates

    GUID (Identifier) variables that are passed into the Kendo templates of TPC ListView and TPC Grid widgets are now encrypted or unencrypted, depending on the encryption settings of the widget. Originally, all GUID variables in these templates were unencrypted. This means that any TPC ListView templates or TPC Grid custom column formatting that work with GUIDs may be affected.

    Actions Required:

    This issue can be resolved in one of two ways:

    A)    Update any pages relying on the GUID to support encrypted GUIDs (recommended)

    In many cases, these GUID template variables are used to create links to other custom pages. For example, you may have a link in a TPC ListView template similar to the following example.

    <pre class="line-numbers"><code class="language-html"><a class="btn btn-xs btn-info" href="/bands/band-details-view?url=%2Fbands&amp;accountid=#=accountid#"><span class="fa-music fa"></span> View Band</a></code></pre>

    Originally, the GUID that would be generated by #=accountid# would always be unencrypted (regardless of the widgets encryption settings). Now this variable will accurately reflect the encryption settings of the widget. If you are generating links to other pages using a GUID (like in this example), you will need to make sure that the target page supports encrypted or unencrypted GUIDs specified by the encryption settings of the widget.

    For this example, let's assume that the previous link leads to a page with a form that will be populated using #=accountid# in the query string.  If our form was previously using unencrypted GUIDs but the new links will be providing encrypted GUIDs, we will now need to update the form to support encrypted GUIDs.

    1)    Navigate to your TPC Form Manager

    2)    Click “Edit”

    TPC Form - Edit Form

    3)    Click “Advanced”

    TPC Form - Advanced

    4)    Click “Model”

    TPC Form - Model

    5)    Change EncryptGuids to “True”

    Encrypt GUID

    6)    Click “Save”

    Save

    B) Set an existing TPC Grid/TPC ListView to use unencrypted GUIDs

    If you would like to continue using unencrypted GUIDs in your template, you will need to change the TPC Grid/TPC ListView widget to use unencrypted GUIDs.

    For this example, let's assume that the previously provided link leads to a form that must continue to use unencrypted GUIDs. In this case, we will need to make sure that the TPC ListView is set to use unencrypted GUIDs in the link that leads to the form.

    1)    Navigate to your TPC ListView

    2)    Click “Edit”

    TPC ListView - Edit

    3)    Click “Advanced”

    TPC ListView - Advanced

    4)    Click “Model”

    TPC ListView - Model

    5)    Change EncryptGuids to “True”

    Encrypt GUID

    6)    Click “Save”

    Save
  • Deprecate Old Knowledge Base

    The old Knowledge Base widgets and functionality have been removed for this release due to replacements being provided in TPC 4.3.

    Actions Required:
    The old Knowledge Base widgets must be removed from any pages that have them and new ones configured in their place.

    Please refer to configuration documentation found here and here.