The Portal Connector Release Notes -

Release Notes - Version 6.0

New Features

  • Power Automate Connector

    Harness the power of Microsoft Power Automate to take your portal to the next level. This new module allows you to create Power Automate workflows using the Portal Connector API. Now you can kick off tasks based on portal user creation, role assignment, content approval, and more!
    Power-Automate

  • TPC Sub-List View Widget

    A new widget has been added to the Portal Connector Form Widget Toolbox. Now take advantage of Sub-Grid functionality with the presentation capabilities of a List View in a form.
    Tpc-Sub-Listview

  • TPC Form Flow Step Navigation Widget

    Use this new widget to improve the Form Flow experience. With the Step Navigation widget, it’s easy for users to see what stage of the form submission process they’re in and go back to review previous stages if necessary.
    Form-Flow-Step Nav

  • Auditing Reports

    Stay informed with the new Auditing module. Report on things like user activity to see how your user base are interacting with your portal.
    Auditing-reports

  • CRM Data Caching

    Frequent requests to Dynamics CRM for the same data can now be cached to improve load times for data that typically remains unchanged. Collections, such as lists of team members, or even single entities can be configured to take advantage of this new feature.

Feature Enhancements

  • Searchable Entity Selector

    Find a search bar on Entity selection fields which will filter options based on the entered criteria.

  • TPC Admin App

    The Portal Connector Admin menu has a new look. We’ve reorganized TPC settings to make managing your portal more intuitive and user friendly.

  • Power BI Report Filtering

    New enhancements for the Power BI widget allow you to filter your reports using our Portal Connector filters. Provide a more personalized experience by filtering reports based on query string values, session variables, and more.

  • Batch Form Loading

    Save time and reduce the number of requests to CRM with batch loading. TPC Forms now support loading forms, including field values and collections such as sub-grids and list views, in a single request.

  • FIPS Compliance

    Added FIPS Compliance for operations such as GUID encryption, updating licensing, and migrations.

Bug Fixes

  • Resolved an issue that prevented the tpc:api-ready JavaScript event from firing at the correct timing.
  • Resolved an issue with the TPC Grid that resulted in the excel file having empty values for linked entities when exporting over 5000 records.
  • Resolved an issue with the TPC Yes/No widget that prevented the default value of the widget from loading correctly when the parent form was set to reload on form submission.
  • Resolved an issue with the TPC Connection Manager that resulted in the connection to CRM failing when concurrent users tried to connect at the same time.
  • Resolved an issue with the TPC Exception Manager that resulted in an exception being thrown when errors were logged without an Http context.
  • Resolved an issue with the TPC Picklist that resulted in the value not being translated correctly when using localization in read-only mode.
  • Resolved an issue with the TPC Lookup and TPC PartyList that resulted in a JavaScript error being thrown when using the set_value JavaScript API.
  • Resolved an issue with Popup windows where hiding the title resulted in distorted window sizing.
  • Resolved an issue with Localized Resources where accented characters were not being properly rendered in templates.
  • Resolved an issue with the TPC Textfield widget that resulted in Currency fields not being focusable.
  • Resolved an issue with the TPC Textfield widget that resulted in Currency values not being formatted correctly when using localization in read-only mode.
  • Resolved an issue with the TPC Grid widget's Export to Excel feature where some exported values were shown as "Microsoft.Xrm.Sdk.EntityReference" rather than their true values.
  • Resolved an issue with the TPC Ready Event not firing when using a TPC Form Configuration widget without including any fields.
  • Resolved an issue with the TPC Textfield widget that caused the input to lose focus when moving mouse out of field.
  • Resolved an issue with the TPC Chart widget that prevented the chart from resizing when the browser window is resized.
  • Resolved an issue with the TPC Migrations module that prevented the import from executing correctly when a page template with the same name existed on the destination site.
  • Resolved an issue with the TPC Migrations module that resulted in missing page translations on the destination site when the source pages were localized and synced using split mode.
  • Resolved an issue with the TPC File Upload widget that prevented the tool tip from displaying.
  • Resolved an issue with the TPC Workflow Button that prevented it from functioning correctly in the Safari browser.
  • Resolved an issue with the TPC Yes/No widget that allowed an empty value to be submitted to CRM when the default value was set to empty.
  • Resolved an issue with the TPC Registration widget’s default template that allowed the password field to be auto completed by the browser.
  • Resolved an issue with the TPC Yes/No widget that resulted in the value being overwritten by the default value when a value was already selected in CRM.
  • Resolved an issue with TPC Migrations module that resulted in the import failing when trying to import documents.
  • Resolved an issue with the TPC Picklist that resulted in a JavaScript error being thrown when the display option is set to Horizontal View.
  • Resolved an issue with the TPC Picklist whereby the get_value JavaScript API returned inconsistent value types.
  • Resolved an issue with the TPC FormFlow widget that resulted in subsequent forms from being loaded after the first form submission.
  • Resolved an issue with TPC File Upload widget where file extension validation was not case insensitive.

​Breaking Changes

  • Page Navigation and Search Events Moved

    The TpcPageNavigationEvent, ITpcPageNavigationEvent, TpcSearchEvent, and ITpcSearchEvent have moved from the namespace pavliks.PortalConnector.Auditing.Model.Events to the namespace pavliks.PortalConnector.Events.

    Actions Required:
    Any custom code referencing these events will need to be updating to use the correct namespace. 

  • Power BI Credentials

    The Portal Connector no longer supports the use of a username and password for connecting to Power BI.

    Actions Required:
    Power BI connection information must be updated to use a Client Secret.