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Changelog 3B CLM v5

Revision as of 18:16, 20 November 2024 by Admin (talk | contribs) (→‎Post-Upgrade Actions)
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New

  • 3B Templates: This version is releasing a brand new template builder interface
  • 3B Templates: We have added the ability to embed URL Merge Tags to a 3B Template. This feature enables you to create a merge tag and pre-populate it from URL parameters. (DEV-39)
  • Contract Redlining: We have completely re-implemented the redlining solution.
  • 3B Templates: We now support Multiple Submitters for 3B Templates, just like 3B Sign. Simply assign a submitter to an input field or signature field and from the publisher, pick "Start Collaboration". This will create a Redline Request. Add Collaborators as necessary and assign an "Order" to each collaborator.
  • Templates, Sign, Redlining bring refreshed UI and UX
  • 3B Templates: Added the ability to disable confetti, stop field jumping animation, stop scrolling of fields into view, hiding the reject button
  • 3B Templates: Added a new mode that allows you to configure a template and rely on the embedded fields rather than on the mini submission form at the bottom of the page by Disabling Submission Form (DEV-319)
  • 3B Sign: We now supports multi-select fields fully
  • 3B Sign: We now allow you to edit picklist options/values for Select / Multi-Select field types. If you link a select/multi-select field to a Salesforce field, you will see the options pre-populate from the object field's definition.
  • 3B Templates: We have added a new "View Only" mode for templates. Great if you want to simply generate a template and display it to the user.
  • DEV-161 - You can now customize the label of the Reject button in 3B Templates

Improvements

  • Faster page loading for Templates, Redlining and Sign
  • 3B Templates: The settings icon now opens a modal that allows you to Customize Templates Behaviour and Labels
  • 3B Templates & 3B Sign - enhanced mobile experience
  • 3B Templates: We have added the ability to control page zooming for PDF. This allows you to configure how zoomed the page will be on the final PDF, enhancing the PDF output
  • 3B Templates: Now, function expressions and templates are searchable in the builder (DEV-320)
  • 3B Templates: New styling added for user inputs and merge tags
  • 3B Sign: Field options are now in a pop-up for easier options management
  • 3B Sign: Submission of a document now shows drop-down / multi-select options in the center of the screen
  • 3B Templates & 3B Sign: Field scroll was scrolling the page too much. Now, field scrolling will bring the field in the top 30% of the device's screen

Fixes

  • DEV-128 - Replacing PDF in 3B Sign could cause fields to be lost & hidden. Now, when we replace a document in 3B Sign, any fields will remain.
    • In addition, if we delete a document in 3B Sign, any fields attached to the document's pages will also be deleted
  • DEV-86 - In preview mode, we were creating submissions
  • DEV-269 - Preview mode of 3B Sign was buggy and was failing to generate a preview
  • In some scenarios, 3B Templates could cause a trailing page to be generated in the final PDF file
  • DEV-154 - 3B Redlining: The generated redlining requests could have a different look and feel than generated documents. In addition, child repeatable sections could break 3B Redlining.
    • We worked hard on unifying our document parser, and now, redlining documents and regular template documents will look exactly the same
  • DEV-94 - 3B Sign: changing between submitters could be sticky
  • DEV-347 - UI /UX improvements added to 3B CLM including better mobile support
  • DEV-271 - Font background was not printed in the final PDF in 3B Templates
  • DEV-250 - Fixed an issue where input fields could be incorrectly indented on a 3B Template
  • DEV-189 - Fixed an issue Replacing documents in 3B Sign
  • DEV-188 - Fixed an issue where a repeatable section could break a document's generation if characters in certain order were seen by the parser
  • DEV-135 - Fixed an issue where some checkboxes become un-selectable
  • DEV-234 - Fixed an issue where adding merge tags in link elements inside of repeatable section could break the parser

Other

  • A bump on dependent packages ensures additional security.

Post-Upgrade Actions

  • IMPORTANT: Any 3B Templates with instances of the #{Functions:Signature} merge tag need to be updated - please remove the original merge tag and re-add it. The reason this action is required is due to a change in the architecture and it was unfortunately not possible to ensure reverse compatibility. If you fail to update templates with Signature merge tags, the signatures may not be stamped on the template once the user signs it.
  • There are new fields on the Collaborator object - add them to the page layout
    • Make the Order field on Collaborator "Required" if you are upgrading a client from a previous version. Action not needed for new installations.
  • Fields have been deprecated on the Template object - cease use


Link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tJ7000000LP2c

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