The Portal Connector Release Notes -

Release Notes - Version 6.2

New Features

  • Ecommerce Support

    The new Portal Connector Ecommerce Module allows users to connect their Portal sites to Commerce related features in Dynamics 365 such as Order and Product entities. This module installs various Page widgets such as the TPC Product List, Product Details, Nav Cart, and Checkout.
    ecommerce-support
  • Redis Caching

    Portal users can enjoy improved performance on their sites by enabling Redis Caching on commonly visited pages.
    redis-support

Feature Enhancements

  • Additional File type Support

    TPC File Upload and Signature widgets have an Attribute destination that allows users to specify uploads to custom fields along with the pre-existing Notes and SharePoint destinations.

Bug Fixes

  • Addressed an issue where Page Export failed to convert the entire DOM as pdf when a specific page size was configured.
  • Added the ability to store CRM credentials in appsettings of the web.config.
  • Added performance enhancements by making CRM submissions asynchronous rather than synchronous.
  • Addressed an issue where SubGrid encrypted records were not able to be edited.
  • Resolved an issue with SubGrid fetches that prevented custom N:N related entities from displaying on the frontend.
  • Resolved an issue with Sitefinity versions 14.2+ where content blocks were unable to be edited on forms.
  • Resolved an issue with TPC Migrations where the translated title of a secondary language override the default language title upon migration.
  • Resolved TPC Lookup API performance issues related to caching queries.
  • Resolved an issue where FormFlow Actions would not trigger on Lookups due to decryption failures.
  • Resolved an issue where Grids with cache enabled did not render data from linked entities.
  • Resolved styling issues for SF 14.3 on the Form Configuration entity selector and FormFlow action buttons.
  • Made optimizations for large concurrent usage portal site demands to TPC APIs related to Lookups, Grids, and Forms.
  • Made further caching improvements and limited API calls for the CRM Connection Manager.
  • Added Sitefinity 14.3 Support to The Portal Connector.
  • Resolved an issue where 'nickname already exist' error gets thrown when a user tries to register on the portal even though username is different from other user that shares common name.
  • Resolved an issue with FormFlow where the ContainsData rule threw an error on DateTime fields.
  • Resolved an issue with TPC SharePoint Grid where duplicate form validation errors appeared across multiple widgets.
  • Resolved an issue with FormFlow where Readonly values would not trigger any rules.
  • Addressed an issue with the TPC Page Export widget where page break feature was not functioning.
  • Addressed an issue with the TPC List View widget where record GUIDS became unencrypted when linked entities are used in the fetch and when CacheData is set to true.
  • Fixed issue with TPC Notes where UI Indicator was not visible in case of large amount of text.
  • Added html editor feature on TPC Notes widget.
  • Fixed issue with TPC Notes where users were not able to download attachments on multilined Notes.
  • Addressed performance issues with the tpc.identity object which was called multiple times on page load.
  • Addressed issue with TPC Grid and Listview where users were unable to view record details when CacheData setting was set to true.
  • Resolved an issue with the TPC Connection Manager to improve data loading performance from CRM.
  • Added Support for Sitefinity 14.2.
  • Addressed UI issues specific to Sitefinity 14.2.
  • Enhanced the TPC Lookup widget removing unnecessary calls to the service on empty forms.
  • Enhanced the TPC Forms removing extra calls to CRM when not needed.
  • Resolved an issue with TPC Plugins that resulted in the user profile not being created if it had double quotes in the name.
  • Resolved an issue with the TPC Subgrid that prevented bulk edit from working correctly.
  • Resolved an issue with TPC Picklist that resulted in Safari autofilling the value and creating an invalid submission for certain fields.
  • Resolved an issue with TPC FormFlow that preventing users from navigating to the previous step in certain scenarios.
  • Resolved an issue with TPC PartyList that prevented it from being migrated correctly using the TPC Migrations tool.
  • Resolved a styling issue with the TPC Migrations tool.
  • Resolved multiple styling issues with the TPC Editable Grid designer.
  • Resolved a styling issue with the TPC Fetch Builder in Sitefinity 14.1
  • Enhanced the TPC Saved Query backend pages by adding support for permissions.
  • Enhanced the TPC Lookup by increasing the performance for various scenarios involving cascading data filters.
  • Resolved an issue with the TPC Admin App that prevented the configuration page from appearing if the Portal Connector MVC module was not installed.
  • Resolved an issue with the TPC Picklist that resulted in Safari autofilling the value and creating an invalid form submission.
  • Enhanced the TPC Saved Query backend pages with support for Sitefinity 14.1.
  • Enhanced the TPC Error Logs page to include additional information and filtering options.
  • Resolved an issue with the TPC SubGrid/TPC SubListView that resulted in records not loading correctly when using a different EncryptGuids setting than the parent form.
  • Resolved various styling issues with the TPC Grid designer view in Sitefinity 14.0.
  • Resolved an issue with TPC Forms that resulted in child entities that share the same relationship to the parent from being consolidated correctly on submit.
  • Resolved an issue with TPC Grids/TPC SubListView/TPC Lookup that resulted in GUID's being encrypted within string values.
  • Resolved an issue with TPC FormFlow that resulted in incorrect steps being displayed with page caching enabled.
  • Resolved an issue with the TPC PartyList designer on Sitefinity 14.1 that prevented accessing the FetchXML configurations.
  • Resolved an issue that prevented the tpc.identity JavaScript API from being available on all pages.
  • Resolved multiple issues with the TPC Subgrid for Inline Editing.
  • Enhanced Localization of the TPC Grid & TPC SubGrid for Inline Editting.
  • Enhanced the Configuration based Event Integration feature for the TPC Grid, TPC SubGrid, TPC ListView, TPC SubListView, and TPC Lookup.
  • Resolved multiple issues with the TPC Grid and TPC Subgrid for Inline Editting.
  • Resolved an issue with the TPC Static Value which resulted in an extra semicolon being added to the value.
  • Resolved an issue with the TPC Image widget that resulted in an error on upgrade from TPC 5.3 or below.
  • Resolved an issue with the TPC Lookup that prevented cascading value filters from working correctly with the setting PrePopulateFirstValue set to true.
  • Resolved an issue with the TPC Lookup that prevented the 'change' event from firing in some cases using the Radio Button template with cascading value filters.
  • Added Support for Sitefinity 14.1
  • Added Support for SharePoint Client Secret
  • Resolved an issue that resulted in an uncaught type error on editable subgrids.
  • Resolved an issue that prevented tpc widgets from being saved when the widget name was reserved by Sitefinity.
  • Resolved an issue that prevented portal invites from working correctly when no roles were selected.
  • Resolved an issue with the TPC Image widget that resulted in an error on upgrade.
  • Resolved an issue the TPC Lookup that resulted in an inner popup not resizing or maximizing correctly.
  • Resolved an issue that preventing the signature and workflow widget from firing correctly on edit of existing record.
  • Resolved an issue that resulted in the tpc identity object becoming cached.
  • Resolved an issue that prevented uploads from cancelling in the TPC SharePoint Grid.
  • Resolved an issue with the TPC Lookup that resulted in an empty value being inconsistent with previous versions.
  • Resolved multiple issues with cascading data filters.
  • Resolved an issue that prevented relationship overrides in TPC Forms from functioning correctly.
  • Removed Support for Sitefinity 13.0 and Sitefinity 13.1
  • Resolved various performance issues related to TPC form submissions.
  • Enhanced TPC form submissions by allowing the behaviour to be specified when child forms contain no data.
  • Resolved an issue that prevented TPC forms from creating N:N relationships.
  • Resolved an issue with the TPC Lookup, TPC Boolean, and TPC Status widgets that prevented the isDirty() function from working correctly on create.
  • Resolved an issue that prevented the TPC Licensing page from initializing correctly in some circumstances.
  • Resolved an issue that resulted in valid TPC licenses becoming invalid.
  • Resolved an issue with TPC Sharepoint grid where files with special characters would not upload and/or download.
  • Resolved an issue with TPC Sharepoint grid where uploading multiple large files tended to stall by adding a boolean
  • Resolved an issue with TPC Subgrid and Sub Listviews where fetches with N:N relationships could not load data
  • Resolved an isue with TPC Grid and Subgrid where multiselect fields options did not translate
  • Addressed TPC Encryption errorpadding is invalidthat resulted in unsuccessful connections for some clients.
  • Added PassAllExistingQueryParams functionality to Subgrid and Sublistview such that you can pass a querystring from the Grid edit
  • Resolved an issue with FormFlow where upon clicking the back button, the original form with its entered values would not be loaded
  • Resolved an issue with the TPC Lookup where edit button becomes disabled after modifying a record
  • Resolved an issue with TPC Picklist where form autofill values corrupt the data being sent to the CRM
  • Resolved an issue with TPC Form Submission events where an exception thrown in ITpcPreMvcFormSubmitEvent gets triggered twice.
  • Resolved an issue where SharePoint folders with spaces were unable to be uploaded
  • Resolved an issue where TPC Grid FetchXML was unable to be filtered with multiselect option sets or picklists
  • Disabled ability to groupby or filter multiselect picklist on the frontend UI of the TPC Grid due to MS limitations. Can still be done when all 4 Server advanced options e.g., ServerFiltering, are set to false.
  • Resolved an issue with TPC Picklist where default values set were not submitting to the CRM.
  • Resolved an issue with TPC Forms not submitting whenever a TPC Workflow or Pay Button was on a form.
  • Resolved an issue with the new tpc.find("fieldname").is_dirty() method for Numeric textfields
  • where it would trigger to true even when no changes were made to the field.
  • Resolved an issue with Tpc Image widget where image preview did not appear.
  • Resolved an issue with Yes/No field causing UI issues on tabbing where both options would be highlighted.
  • Resolved an issue wiht TPC Plugin Manager where old Portal records that were deleted still appeared in the Configuration file.
  • Resolved an issue with PowerBi widget to prevent loading a report if filter does not exist.
  • Added support for TPC:Ready for PowerBi widget

​Breaking Changes

  • Ecommerce Using Updates

    If you were formerly using TPC caching, the namespace has changed for all CRM data cache files. Additionally, please make sure to update the namespaces inside the System.config if found.

    Actions Required:
    Pavliks.PortalConnector.Crm.Cache -> pavliks.PortalConnector.Cache.Crm 
    Pavliks.PortalConnector.Crm.Cache.Helpers -> pavliks.PortalConnector.Cache.Crm.Helpers 
    Pavliks.PortalConnector.Crm.Cache.Interfaces -> pavliks.PortalConnector.Cache.Crm.Interfaces
    TpcControlDataCacheManager -> pavliks.PortalConnector.Cache.Crm.Controls 
  • Dynamics CRM Plugin

    Updated the CRM Solutions to update TPC Payment Entity for Transactions.

    Actions Required:

    In the Portal Connector Configuration page, navigate to the General Settings tab and then click the Install CRM Solution button to re-install the CRM Solution