Version 0.36.0.5 Release Notes

These release notes are broken down into multiple parts, Functional Features, Updates and Bug Fixes and Technical Features, Updates and Bug Fixes

Important Items and Upgrade Action Steps are things you should read to determine if your org needs to take an action prior to upgrading or what post upgrade steps need to be taken.
Known Issues highlights issues we recognize not functioning as expected and will be working to fix in the next release.
Functional Features, Updates and Bug Fixes captures everything in the release that have a direct impact on the Registrant or Event Manager experience. These are features or functionality utilized and noticed as part of the Summit Events App.
Technical Features, Updates and Bug Fixes captures everything in the release that is within the codebase. They impact the functionality and features of the Summit Events App, but aren’t likely noticeable from an Admin or Event Manager perspective.
Issues Closed is a comprehensive list of GitHub issues (Bugs and Feature Requests) that are closed as part of this release.

Important Items and Upgrade Action Steps

Steps are identified as part of each release item. Please review and take appropriate actions once the upgrade is installed.

Page Layouts and Picklists to Update Post Installation/Upgrade

The following Lightning Layouts and Page Layouts may need to be updated to expose new fields leveraging new functionality/updates. Below we’re sharing the API name, which has a matching label:

Summit Events Questions object Page Layout
- Add Lookup_Order_By__c field to allow ordering of lookup values.

Known Issues

None known as part of this release at this time.

Functional Features, Updates and Bug Fixes

Required Appointment (#533)

Previously, required appointments would show as required (red asterisk) when landing on the page, but the validation would only highlight after attempting to proceed without making a selection. This has been corrected so that the validation occurs only if the registrant navigates away from the page without completing the required appointment.

Post Deploy Instructions: No action is required by an Administrator.

Registration QR Image (#562)

Google decommissioned the product used to generate registration QR codes, resulting in broken images. The QR code generation was rebuilt using api.qrserver.com.

Post Deploy Instructions:
Add https://api.qrserver.com as a New Trusted URL in Setup > Trusted URLs.

Convert Registrant Date of Birth to Text (#580)

A new Registrant Date of Birth Text field has been added to the Summit Events Registration object. The date field is transformed via code to yyyy-mm-dd format to allow duplicate matching rules on Contact where a similar text field exists—bypassing the Salesforce limitation of not creating matching rules on date fields.

Post Deploy Instructions:

Create a record in Custom Metadata Types > Summit Events Contact Matching Mapping to enable a matching rule with this field.
Update object-specific matching rules as needed.

Add Order By Ability for Custom Questions (#582)

A new Lookup Order By field on the Summit Events Questions Page Layout object allows more flexibility for displaying lookup values, which were previously ordered alphabetically.
Example: Ordering terms for a university using both Lookup Where Clause and Lookup Order By fields.

Post Deploy Instructions: Add Lookup_Order_By__c field to the Summit Events Questions object Page Layout.

Technical Features, Updates and Bug Fixes

No-Show Status for One Registration per Event (#586)

A new “No-Show” Registration Status has been added, allowing registrants marked as such to bypass the “One registration per instance” or “One registration per event” restrictions—similar to the existing “Started” or “Cancelled” statuses.

Post Deploy Instructions: No action is required.

Accessibility and Dietary Fields Moved (#592)

The Accessibility and Dietary Needs fields, introduced in a prior release, have been moved above the Mailing Address and Accommodations section for better visibility.

Post Deploy Instructions: No action is required.

Letterheads Not Generating Correct Links (#593)

Previously, letterhead images required manual updates to include https:// in their URLs. The code has been updated so that correct links are generated automatically.

Post Deploy Instructions: No action is required.

Event Instance Date/Time Field for Hosted Guests (#597)

The summit__Event_Instance_Date_Time_Formatted__c field was not being populated for Hosted Guest registrations. This field is now correctly populated for both Registrants and Guests at record creation.

Post Deploy Instructions: No action is required.

Issues Closed

#533: Required Appointment Validation
#562: Registration QR Image Fix
#580: Registrant Date of Birth Text Field
#582: Order By for Custom Questions
#586: No-Show Status for Registration Restrictions
#592: Accessibility/Dietary Field Placement
#593: Letterhead URL Generation Fix
#597: Event Instance Date/Time for Hosted Guests