Changelog 3B Docs v4.4: Difference between revisions

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==Breaking Change:==
==Breaking Change:==
Please note that this release has a breaking change. An API Username, API Password and API Token need to be added in 'General Settings' after the package has been installed.
Please note that this release has a breaking change. An API Username, API Password and API Token need to be added in 'Custom Settings' after the package has been installed.


To do this:
To do this:
Line 13: Line 13:


[[File:Manage.png|none|thumb|648x648px]]
[[File:Manage.png|none|thumb|648x648px]]
 
Edit/Update the following fields:**API Username - The system administrator username
* Edit/Update the following fields:
* API Password - The system administrator password
** API Username - The system administrator username
* API Token - To generate the API token, navigate to ‘Reset My Security Token’ from Setup. After completing this process you will receive an email with the new API token.
** API Password - The system administrator password
** API Token - To generate the API token, navigate to ‘Reset My Security Token’ from Setup. After completing this process you will receive an email with the new API token.
 
==🌟 New Features:==
'''Shorten Expressions'''
*A new switch has been added to the document editor toolbar that shortens expression elements within the editor.
'''New PDF Engine'''
*PDF downloads now use our new PDF API. This offers better support for custom document styles and more control over layout and formatting.
'''Release of 3B PDF Merge'''
*[[3B PDF Merge|PDF Merge]] allows admins to build document templates on top of a PDF. This is the first release of 3B PDF Merge, so bugs are expected.
==Changes==
'''Base64 Images'''
*All images uploaded to the document editor are now stored in base64 format. This means any documents that are downloaded can be viewed offline.
==🛠 Bug Fixes:==
==🛠 Bug Fixes:==
'''Invalid Preview Warnings'''
'''Image sizes have been fixed'''
*Fixed issue where preview modal would show invalid warnings.
*Image sizes in downloaded documents are now the same size as they are in the published document.
'''Value Formatters'''
'''Sub-template images are now base64 encoded'''
*Value formatters are no longer evaluated twice. This would sometimes cause issues when formatting numbers.
*Any images within sub-templates are now base64 encoded when the document is downloaded.
'''User Input'''
'''Unicode characters are handled (i.e no longer show up in document)'''
*Fixed bug where inline user elements would all jump to the same line when the document was downloaded.
* Fixed bug where unicode characters would display in the template editor.
'''Table Fix'''
'''Page breaks no longer insert a full blank page'''
*Table contents are no longer compressed when downloaded as a PDF.
*Manually inserted page breaks no longer insert a full blank page.
'''Template Styles'''
*Fixed issue where custom template styles were encoded incorrectly.
==Upgrade to Version 4.4==
==Upgrade to Version 4.4==
Use this URL to install the package into any organization:
Use this URL to install the package into any organization:


https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000dSex
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000dSex

Latest revision as of 04:11, 9 February 2024

Breaking Change:

Please note that this release has a breaking change. An API Username, API Password and API Token need to be added in 'Custom Settings' after the package has been installed.

To do this:

  • From Setup, navigate to ‘Custom Settings’
  • Click on ‘General Settings’
Custom Settings.png
  • Click on ‘Manage’
Manage.png

Edit/Update the following fields:**API Username - The system administrator username

  • API Password - The system administrator password
  • API Token - To generate the API token, navigate to ‘Reset My Security Token’ from Setup. After completing this process you will receive an email with the new API token.

🛠 Bug Fixes:

Image sizes have been fixed

  • Image sizes in downloaded documents are now the same size as they are in the published document.

Sub-template images are now base64 encoded

  • Any images within sub-templates are now base64 encoded when the document is downloaded.

Unicode characters are handled (i.e no longer show up in document)

  • Fixed bug where unicode characters would display in the template editor.

Page breaks no longer insert a full blank page

  • Manually inserted page breaks no longer insert a full blank page.

Upgrade to Version 4.4

Use this URL to install the package into any organization:

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8d000000dSex

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