What's New?

New Features, Minor Changes, and Version History

New Features

Page Rendering Speed

Template, Left Navigation & Page Body load in separate processes for greatly increased page rendering speed

Homepage Widgets

Homepage Widgets are now linked to Homepage Layouts for faster Homepage rendering

Multiple Widget Categories

Multiple checklist widgets for categories of items: Admissions, Post-Admit, Financial Aid, etc.

Object Agnostic Support

Checklist widgets support object agnostic RIOs

Object Agnostic Application Object

Homepage and widgets support object agnostic application object

ADA Compliance

ADA AA Level-Compliant throughout

New Templates

FormBuilder now offers three new template designs

Logout Button & Tabs

Auto generation of “Logout” button and Tabs on templates

New Component

One-button upload component

Upload and Delete Buttons

Control rendering of upload and delete buttons in upload component and checklist upload

List Component (Data Set)

List component (Data Set) refreshes based on field change

Multi-select Picklist Fields

Multi-Select picklist fields can now be virtual and/or auto-populated

'Contains' Operator

“Contains” operator with Multi-Select picklist on right side acts as “Is Contained In”

Reference Fields

Reference fields can now be virtual and/or auto-populated

Merge Fields

Merge Fields in paragraphs & widgets support formula fields containing HYPERLINK function, URL fields, Rich Text fields, dynamic hyperlinks constructed using the <£> tool, and Date fields automatically formatted per the user’s locale

Text Fields

Text fields enforce field size as the user types

Encrypted Data View

User can see encrypted data by clicking “eye” icon

Homepage

Homepage renders even if the Contact has no Application (widgets and layouts referencing the Application are ignored)

Portal Package Loggers

Expanded Portal Package Loggers for javascript errors

New Permission Set

New permission set ERxFB_Full_Access for sub-admins (without “View All Data”)

Mobile Button Styles

Full-width buttons on mobile

Homepage Field Values

Homepage source no longer shows values of fields used in criteria or non-rendered merge fields

Reference Field Record Criteria

Reference Field record criteria now allow multiple criteria to reference a given field

Minor Changes

• Performance: SOQL queries for all pages are consolidated and executed prior to page load
• Pages will render even with no field on the page
• Option to select the permission set to be assigned to Community users upon registration (thus supporting Customer Community Plus licenses)
• Login page “New User” links to the Env’s “Self Register URL” (to support custom registration pages)
• PageBuilder’s "Back to Admin Panel" button prompts to save only if there are unsaved changes
• Commas work in picklist values in render, read-only & auto-populate conditions
• Packaged Templates: new style control "Theme Secondary Text Color Highlighted” controls text color of currently viewed page in the left navigation panel
• Date field placeholder text now replaces default "MM/DD/YYYY" (rather than adding to it)
• All Save buttons now say "Save", rather than "Update" or "Create"
• Checklist widget respects all ERx Core “Pending” and “Received” statuses

Version History

Version 5.0.24 – Released: March 10, 2021

Version 5.0.21 – Released: February 9, 2021