Version 0.40.0.1 Release Notes

These release notes are organized into Functional Features, Updates and Bug Fixes and Technical Features, Updates and Bug Fixes.

Important Items and Upgrade Action Steps — items to review to determine whether your org needs to take action before or after upgrading.
Known Issues — items we know are not working as expected and intend to address in a future release.
Functional Features, Updates and Bug Fixes — changes that directly impact the Registrant or Event Manager experience.
Technical Features, Updates and Bug Fixes — updates in the codebase that improve functionality, but may not be immediately visible to Admins or Event Managers.
Issues Closed — a complete list of GitHub issues (bugs and feature requests) closed as part of this release.

Important Items and Upgrade Action Steps

This release introduces Person Account support intended to work with newer Education Cloud and Nonprofit Cloud implementations. Plan to validate your matching behavior in a sandbox (including guest registrations) before upgrading production.

Post Deploy Instructions:

If you plan to use Person Accounts with Summit Events, review the new matching-related fields on the Summit Events and Summit Events Registration record and confirm your org’s matching/duplicate rule approach aligns with your desired outcomes.
Test end-to-end registration flows for:
- Logged-in portal/community users (if applicable)
- Guest registrations (including capacity changes on cancellation)
- Guest registrants added by a primary registrant (if enabled)

Fields To Add to Page Layouts:

If you’re upgrading Summit Events, you’ll need to add these fields to the page layout depending on how you’re leveraging matching records. If you’re not using Person Accounts, you do not need to add those fields to the page layout, but you may want to add the fields to allow matching to happen on Guest Registrations.

Summit Event object:

Summit Event Registration object:

Known Issues

None known as part of this release at this time.

Functional Features, Updates and Bug Fixes

Person Account Matching Support for Education Cloud and Nonprofit Cloud #481

Summit Events now includes additional configuration fields on the Summit Events (Event) record to support Person Account matching controls, along with new fields on Summit Event Registration to record Person Account outcomes. A new control field is also available to determine whether matching should run for guest registrants added during the registration process. As part of this deployment, Summit Events is aware of Person Accounts being enabled, so you don’t need to turn anything one. You may want to remove the Contact section if you have Peron Accounts enabled.

Post Deploy Instructions:

Review and optionally update your Summit Events record configuration to use the new Person Account matching controls.
Decide whether guest registrants should be included in matching and configure accordingly.

Guest Cancellation Capacity Fix #616

Canceling a guest registration now properly updates Event Instance capacity. This improves accuracy for capacity-controlled events when guests are canceled.

Post Deploy Instructions: No action is required, but organizations should validate capacity changes in a sandbox/UAT environment if they rely heavily on guest registrations.

Portal User Registration with Custom Questions Fix #630

Portal/community users can now register successfully when Custom Questions are included in the registration flow. Previously this was erroring and the logged in user could not navigate to the second page, stopping the full registration process.