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Mailchimp Full CRM Sync |
This release introduces major updates to mailing list management, Mailchimp synchronization, and email content editing, giving you more control, flexibility, and clarity when working with subscribers. What’s new Mailchimp list import
General settings for mailing lists
Subscription status sync
Mailchimp sync tab
Tag synchronization and bulk management
Mailing lists field in Form Builder
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WYSIWYG Editor for All Admin Code Editors |
A WYSIWYG (visual) editor is now available across all admin code editors, making it easier to create and format content. What’s new
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Code Editor in Full Screen Mode |
The built-in code editor can now be expanded to full screen, giving developers more space and focus when working with code. What’s new
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Multiple Data Source property |
A new option has been added to Data Source properties, allowing multiple values to be selected instead of just one. This makes properties more flexible and better suited for scenarios where multiple related items should be stored together. What’s new
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System Emails And Autoresponders Test Button |
A new "Send Test Email" button has been added across all types of system and autoresponder emails, making it easier to preview messages before sending them to real contacts. What’s new
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Control Auto-Generated SEO Content |
You can now control whether SEO metadata tags are auto-added when values are set in the items SEO settings, or only taken from your custom page or template code. This gives developers and SEO specialists more flexibility in managing search-optimized metadata. What’s new
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Extend DateTime Field Support in Form Fields |
The What’s new
For more info, see the HTML specs for the differences between 'datetime-local' and 'date' input types. |
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Liquid File List Access |
The feature previously called What’s new
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Bugfixes |
The following bugs have been fixed:
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AgentOne - Design Parser |
Converts Figma designs into ready-to-use Simply design your layout in Figma as usual; the parser automatically reads your layers, frames, and components. It generates clean Works instantly, making it easy to go from design to working webpage in minutes. Great for landing pages, home screens, UI mockups, and more — no need to rebuild layouts manually. It is built to understand common naming conventions and structure, so well-prepared designs are transformed more accurately. Recommendations for best results
What’s new
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AgentOne - Implementor |
Implements finished Implementor can be used in three ways
How it works
Limit
Ideal for turning design output into a real, editable, and publishable website on the WebinOne platform, quickly and seamlessly. |
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Implement WebP ImageProcessor Plugin |
The ImageProcessor now includes built-in support for What’s new
This update helps ensure modern image standards are fully supported, making websites faster and more efficient, especially for mobile users. |
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New System Order Statuses |
New post-purchase order statuses have been added for improved tracking and clarity in order management.
These statuses enhance transparency in the order lifecycle and help both merchants and customers better understand the state of each transaction. |
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Option To Index Custom Fields |
A new setting now allows you to include or exclude custom fields from Site Search indexing, giving you more control over what content is searchable on your website. What’s new
When the checkbox is enabled:
When disabled:
This update gives you flexible indexing control so that only relevant custom data contributes to on-site search — helping deliver more accurate and useful results to users. |
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Open API v2 (new endpoints) |
Expands the Open API with new endpoints, providing developers with greater control over integrations, site data, and automation workflows. Supports the creation of more efficient and intelligent connections with external tools.
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Bug Fixes |
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Email Accounts |
A new extension for managing email mailboxes is now available. Buying Mailboxes:
Managing Mailboxes:
Actions via dropdown:
Buttons:
Payments:
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File Manager - Trash and Version History Management |
Several new features and improvements were added to the File Manager. Trash Bucket:
File Version History:
Access Control:
Drag & Drop Upload:
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HiddenValidator Field for Anti-Bot Protection (Honeypot) |
Added a new custom field type How It Works:
Submission is allowed only if:
Validation Rules:
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Monaco Code Editor |
Replaced the built-in code editor in the admin panel with the Key Benefits:
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Notification About Mandatory Update to Version 7+ |
Sites running on version 6.11 that exceed system limits must now be upgraded to version 7. Limit checks are updated daily. Upgrade Required If:
Portal Notifications:
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Reseller Role Upgrade |
Added the ability for resellers to upgrade their role directly from the My Settings page in the admin, under the Profile tab. Upgrade Options:
If a reseller already has a paid role, only higher roles are available for upgrade (downgrades not needed). The user pays only the difference in price. Upgrade Flow:
Notifications:
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URL Rewrites |
Added a new URL Rewrites section (available on Key Features:
Notes:
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Change Partner Email |
Users can now change their email address in the Profile section of the portal. How It Works:
UI Behavior: On input:
After saving:
If not yet confirmed, a warning is displayed under the field:
Until confirmed, the old email stays visible in the field. |
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Filter Reminder Recipients by States |
Added a new Key Benefits:
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Disable Sender ReplyTo Option in Workflows |
Under Email Notifications > Workflows, each Workflow's settings will have an option to Disable Sender ReplyTo. |
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Cancel Subscription (Site Deactivation) |
Added full support for canceling paid subscriptions and reverting sites to trial mode. Subscription Info Page:
Cancellation Flow:
Site Changes After Cancellation:
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Global File Type Restrictions |
A new section has been introduced under Misc Settings to enhance control over file uploads across the site. Settings Configuration Location: 'Settings' > 'Misc' Section: Setting Name: Enable/Disable Control: A checkbox is provided to activate or deactivate file type restrictions. Default Restricted List: When enabled, a default list of disallowed file types is applied, including but not limited to Custom Input: Administrators can add, remove, or modify the list of restricted file types to tailor restrictions to site requirements. Scope of Restriction: The file type restriction applies to all key upload channels:
Validation Logic: Files are checked using extension-based validation and MIME type validation for enhanced security. Error Messaging:
Enabling Restriction with Existing Files: If the checkbox is selected while restricted files are already present in the File Manager, the following error is shown: “Unable to activate file type restrictions. Your site already contains files of the following restricted types: |
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Server Cache Exclusion Rules |
A new option has been introduced under Misc Settings to allow administrators to exclude specific URLs from server-side caching, providing greater flexibility in cache management. Settings Configuration Location: 'Settings' > 'Misc' Section: Setting Name: Input Field: Administrators can specify URL rules that should be excluded from server caching. URL Matching Rules:
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System Emails Delivery Options |
A new dropdown menu has been introduced in the system email settings, allowing users to configure email sending behavior with predefined options. Settings Configuration Location: 'Email Notifications' > 'System Emails' > {EMAIL} Section: Setting Name: Dropdown Options:
Logic Implementation: Invoice Emails
Other System Emails
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Recurring Subscription Reminder Emails |
A new Recurring Subscription Reminder feature has been introduced, allowing users to configure and schedule automated email reminders for Member Areas, Events, Forms, and Products. The system supports item-based selection, filtering, and sorting, ensuring precise control over notification settings. Settings Configuration Location: 'Email Notifications' > 'Reminders' Section: Menu Update: A new Reminder Fields:
Email Notifications: A new
Sending Logic:
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Stripe Customer ID in Member Component |
A new property, Component Update Component: New Property: Behavior:
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Angular Upgrade to v17 |
The system has been upgraded to Angular v17, providing enhanced performance, stability, and compatibility with the latest web technologies. Key Improvements:
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Custom Form Validation Before Submission |
Added support for manually triggering form validation before submission by calling a JavaScript function. This enhancement allows developers to apply validation to a specified DOM form element dynamically. Implementation Details: A new global function Example Usage: HTML:
<script>
let form = document.getElementById('validation');
window.validateCmsForm(form);
</script>
For individual fields:
For the entire form:
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Improved Calendar Events - Cell by Cell Output |
Enhanced the event calendar with Cell by Cell Events Output, improving event rendering and display for better clarity and usability. Component Manager: In the Component Manager, under 'Events' > 'Calendar', a new checkbox option is available for "Cell by Cell Events Output" which will configure the calendar output code with the appropriate parameter. `include` parameter:
Enable 'Cell by Cell Events Output' with the addition of a parameter added to the Event Calendar Key Improvements:
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Improved URL Redirects UI/UX |
The user interface and experience for managing URL redirects is now consistant with other 'quick add' items by means of the pop-out sidebar, making the process more intuitive and user-friendly. |
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Installed Extensions Page |
A new Found under the gear icon (top right of admin). |
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Order Transaction ID in Custom Reports |
The Order Transaction ID is now available in custom reports, enabling improved tracking and filtering of transaction data. Settings Configuration Location: 'Admin' > 'Extensions' > 'Custom Reports' Available In:
Key Features:
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Validation for Module Names |
New feature to prevent the creation of custom modules with duplicate names.
Screenshots: |
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Enhanced Export Logic for Orders |
The Order Export feature has been enhanced to provide more detailed information and greater control over the data being exported. The new capabilities include:
Screenshots: |
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New System Page: reset-password-result |
A new system page for Added {
"form_alias": "reset-password",
"error": 0,
"errormessages": [],
"formtype": "System"
}
Screenshots: When we enter the same password reset link for the second time: |
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Add |
1) Add It should contain protocol and domain (save that domain that was used by the site visitor at the time the email sending was scheduled). List of emails:
2) Provide toolboxes ( https://prnt.sc/ru2bmo) to all emails with the list of variables that are accessible on this object in liquid context for:
Screenshots: |
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New Component for Booking Subscriptions |
Add new component tag for Bookings. The Pattern: {% component type:"booking_subscriptions",
viewType:"[[viewType]]", object:"[[object]]", currentMemberOnly:
[[currentMemberOnly]], filterBy:"[[filterBy]]", filterValue:"[[filterValue]]",
filterCondition:"[[filterCondition]]", collectionVariable:"",
layout:"", sortBy:"", sortOrder:"", limit:"[[limit]]",
offset:"[[offset]]" %}
Single tag item context is described below. viewType == list {
"formId": 0,
"memberId": 0,
"id": 0,
"formName": "",
"EventName": "",
"Allocation": 0,
"Price": "",
"dateSubmission": ""
}
viewType == detail {
"formId": 0,
"memberId": 0,
"fields": [
{
"name": "",
"alias": "",
"value": "",
"type": ""
}
],
"id": 0,
"formName": "",
"EventName": "",
"Allocation": 0,
"Price": "",
"dateSubmission": ""
}
Default virtual layout:
<ul>
{% for item in this.items %}
<li>
<strong>{{item.formName}}</strong>
<span>Date Submission: {{item.dateSubmission | format_date: "dddd, MMMM dd, yyyy"}}</span>
</li>
{% endfor %}
</ul>
The new component will be added here: https://prnt.sc/wqRi_L8xLv9o Screenshots: |
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Improvement to the ‘Setup Analytics’ file input |
If a Service Account Key File has already been uploaded, the file input will be filled with asterisks to indicate that a file is present. A "Delete" button will now be visible. Clicking this button will trigger a confirmation popup: "Are you sure you want to remove this file?" If the user clicks "Ok," the file data will be removed from the Google Analytics configuration in the database. If a new file is uploaded and submitted with the setup analytics form, it will replace the old one. If no file is submitted with the form, the existing file data in the Google Analytics configuration will not be removed. DESIGN: https://invis.io/TA104JA6C9VP Screenshots: |
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Website Backup Scheduling Interface Updates |
The Website Backup extension scheduling options have been adjusted. The "Period" and "Every" dropdowns have been switched: https://prnt.sc/TJUqZPQ6NC5i A new "Hour" option has been added to the "Period" dropdown. If "Hour" is selected, the time dropdown will be removed. When "Hour" is selected, the "Every" dropdown will show options for 6 and 12 hours (default is 12). If a user had a backup previously, we would count a time based on the previous backup time. The tooltip should say: “Your next backup creation will be launched approximately at [time]” If the user didn't have a backup and it's their first backup, we will do a backup within the next hour. The tooltip should say: “Your next backup creation will be launched approximately at [time]” Screenshots: |
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eCommerce Сatalog duplication with or without sub-content |
Now, users can choose to duplicate not only the catalogs but also the products within those catalogs. When duplicating a catalog, a message will appear with two options:
Screenshots: |
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Custom Modules Advanced Filtering |
Public Backlog request link: https://webinone.com/public-backlog-state/delivered/custom-modules-advanced-filtering Add the "Where" parameter to the admin panel. This parameter will be used for the items. Add the "Filter Type" dropdown with the 2 options: "Simple Filtering" and "Advanced Filtering". The default is "Simple filtering". Default view will show a "Filter Type" dropdown and a "Filter by" dropdown. If the user switches to "Advanced filtering" in the "Filter Type" dropdown, the "Filter By" dropdown will be removed and replaced with the "Where" drop-down, which will be a text input field. If the user configures both "Filter By" and "Where", then "Where" will be prioritized, and the system will do filtering based on "Where". "Filter By" will be ignored in such case. The filter value will use the JSON Query Language format as per: https://github.com/clue/json-query-language/blob/master/SYNTAX.md Screenshot: |
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Liquid Parser Inside Text Based Files |
Backlog request: https://webinone.com/public-backlog-state/request/custom-modules-advanced-filtering Liquid (and module rendering) is now available inside other text based files such as .css, .js, .xml, .json, .txt, etc. Add the Example File:
In order to parse file with liquid reference the file with the URL parameter:
With the new functionality, the liquid will be parsed within the file, so the file is returned with the parsed liquid, providing the URL param is used when referencing the file. |
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Open API |
OpenAPI version 2 is now released with a number of endpoints for sites on Treepl version 7. Here is a link to the OpenAPI documentation: |
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Webhooks |
After setting up an API application under ‘Settings’ > ‘API Application’, you can configure your Webhook on the “Webhooks” tab (https://prnt.sc/g_UDGnzrmDcF). Choosing the entity/item type will then display the available actions (OnCreate, OnUpdate, OnDelete, OnTrigger) and if applicable, the modules/collections to receive webhooks - allowing you to enable just the modules you need to work with Webhooks. Webhook documentation is here: |
BUGFIX
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Admin Roles: 'Abandoned Cart Reports' Restriction Incorrectly Displayed |
Screenshot for reference: Link to screenshot |
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Orders: Internal Error When Setting Negative Product Units |
Result: An internal error is displayed (Screenshot for reference: Link). |
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Module Item: Enable Draft |
If the draft version of a page is enabled (Screenshot for reference: Link) while the live version is disabled (Screenshot for reference: Link), the draft preview will result in a 404 error (Screenshot for reference: Link). |
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Cancel on Bambora and PayPal Redirect |
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Authorize.Net: Paid Secure Zone + Free Secure Zone Issue |
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Roles for Portal Users: Display Informative Error |
When a Portal user attempts to add their email to an Admin user:
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504 Gateway Timeout: Deleting Large Folder in File Manager |
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Forms: Assigned CRM Groups Issue |
The same issue occurs with event bookings, where the "Form Submissions" CRM group should not be applied to event bookings (Screenshot for reference: Link). |
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Catalogs: Deleting Assigned Catalog Issue |
Expected: An alert should be shown indicating the catalog is assigned to a product (Screenshot for reference: Link). Actual: |
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Product: Add to Cart Deleted Product |
Result: An error is shown when trying to add the deleted product to the cart (Screenshot for reference: Link). |
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Payment: PayPal Flow ID Issue |
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Display Zero Values After Decimal Point in Prices |
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Forms: Quote Form Should Not Include 'Accept Event Booking' Field |
Expected Result: |
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Module Item: URL Duplicates (Inactive) Issue |
Results:
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Custom Report: Internal Error When Using Duplicate Field Names |
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Email Marketing: Incorrect CreateDateTime Value in Email Campaigns |
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History: Preview Button Not Working |
Result: An error is displayed when clicking the Preview button (Screenshot for reference: Link). |
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Order: Incorrect Shipping Option Calculation |
Result: |
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Portal: Site Copying Issue with Extensions |
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Admin Roles: Remove Extra Restrictions |
Expected Result: The following restrictions should be removed from Admin Roles, as they are unnecessary:
Current Issue: These extra restrictions are appearing in various sections (Screenshot for reference: Link). |
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eCommerce: System Properties of Products Not Resetting to Zero |
Expected Result: The values should be reset to 0, similar to the behavior in stage v5 (Screenshots for reference: Link 1,Link 2). Actual Result: After saving, the fields are restored with the last values instead of being reset to 0 (Screenshot for reference: Link). |
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Workflows: Incorrect Error Text Displayed |
Result: An error is displayed with incorrect text referring to forms instead of the relevant module (Screenshot for reference: Link). |
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Event Group: Naming Consistency |
Issue: In the module names, which consist of two words, both words are capitalized except for "Event Group," where "group" is written in lowercase.
Expected Result:
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Forms: Inconsistent Aliases Between Admin and FTP |
Expected Result: Forms created via FTP should use the same alias format as forms created in the admin panel, with underscores. Actual Result: Forms created via FTP have dashes in their aliases, whereas forms created via the admin panel have underscores. |
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Custom Module: Creating Items from Frontend with Enabled Bookings |
Result: |
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Misc Settings: Inconsistent Use of Dots at the End of Sentences |
Expected Result: All select options should have consistent punctuation, either with or without dots at the end of the sentences. |
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Custom Module: Parent/Child Table List View Issue |
Expected Result: The child table should be displayed only in the tree view. Actual Result: The child table is displayed in the items list view of the parent module (Screenshot for reference: Link). |
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Products: Incorrect Volume Discount Calculation |
Result: |
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Security Bug with Comments: Liquid Tags Rendering Issue |
Original request: When using the Comments module and submitting a comment, the CMS wraps the body text in Liquid RAW tags if there is Liquid present in the text. However, it's possible to get around this by adding opposing RAW tags around the Liquid to be injected. eg: Some text I've tried this with regular forms and it is not successful and the CMS correctly blocks the Liquid injection attempt (I think by removing the submitted RAW tags). So perhaps the Comments form needs an upgrade to the same security features used for regular forms. |
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Import/Export Parent/Child Module: Connection Issue |
Expected Result: The connection between the parent and child modules should be preserved and displayed after importing the module. Actual Result: The connection between the parent and child modules is not displayed after the import. |
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Comments: Default Item Limit Shows Strange Number in Liquid Output |
Expected Result: If the limit value is not specified,
the Actual Result: The Additional Information: When the limit parameter is specified, it correctly shows the specified value. |
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Event Subscribers: Incorrect Display of Capacity in Event List |
Expected Result: The capacity should be correctly updated and displayed in both the Bookings tab and the list of Events. Actual Result: The Bookings tab displays the correct quantity, but the list of Events shows an incorrect capacity. |
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System/Custom Modules: Internal Error When All Columns Are Deleted |
Expected Result: The module items should be displayed without errors. Actual Result: An internal error is displayed (Screenshot for reference: Link). |
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"Events: Add Pagination to Follow-Up Tab |
Expected Result: Pagination should be added to the Follow-Up tab for better navigation and user experience. Actual Result: Currently, there is no pagination on this page, which can make it difficult to navigate through a large number of follow-ups. |
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Comments: Inconsistent Capitalization in 'Comment Sending Policy' Dropdown |
Expected Result: The dropdown values should be consistently spelled with proper capitalization. Actual Result: The two values are spelled differently, with one using capital letters and the other not (Screenshot for reference: Link). |
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Comments: Inconsistent Capitalization in 'Comment Sending Policy' Dropdown |
Expected Result: The dropdown values should be consistently capitalized. Actual Result: The two values are spelled differently, with one using capital letters and the other not (Screenshot for reference: Link). |
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Custom Report: Inconsistent Capitalization in 'Fields' Tab |
Expected Result: The capitalization should be consistent, with either both words capitalized or both in lowercase. Actual Result: The word "Fields" is written with a capital letter, while the CRM groups use a lowercase letter. |
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Events: Missing Validation for Follow-Up Emails with Same Name |
Expected Result: An error or validation message should be displayed, preventing the creation of two follow-up emails with the same name. Actual Result: Two follow-up emails with the same name were created without validation (Screenshot for reference: Link). |
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All Templates: Add Error Message on Thank You Page |
Add validation to display an error message on the thank you page for all templates. This ensures that if a user submits a form and an error occurs, or if a user reloads the thank you page, an appropriate error message is shown. Steps to Implement:
{% if formSubmissionData == "" or formSubmissionData.error >= 1 %}
<div class="grid-container">
<h1>Error</h1>
<p>{{formSubmissionData.errormessages | default : "The form wasn't submitted"}}</p>
...
Expected Result:
This ensures users are informed about submission errors and prevents confusion when reloading the thank you page. |
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Backup: Restoring Issues |
Issue: Backups are not being restored correctly. After initiating a backup restore, no files or data appear in the File Manager or other parts of the site. Additionally, backups are not deleted properly. Steps to Reproduce:
Expected Result:
Actual Result:
Additional Information: Please investigate the issue to ensure backups are restored and deleted correctly. |
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System Pages: SEO URL Mappings Display Double Slashes |
Expected Result:
Actual Result:
Action Required:
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System Pages: CodeView/WYSIWYG Switching Issue |
Issue: On system pages, switching between CodeView and WYSIWYG sends the correct values (true/false) in the request. However, after reloading the page, it always opens in WYSIWYG mode. Steps to Reproduce:
Expected Result:
Actual Result:
Action Required:
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Orders: Internal Error When Quickly Disabling Gift Certificate and Discount Code |
Expected Result:
Actual Result:
Additional Information: Action Required:
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Forms: Inconsistent Naming for reCaptcha Fields |
Expected Result:
Actual Result:
Action Required:
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| Google Analytics GA4 integration |
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| Zapier: contact fields extending with secure zone data |
Extend Zapier functionality:
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| Show/Hide Inactive/Disabled Items |
Add additional filter on module items list view in admin UI (near enabled/disabled filter https://www.screencast.com/t/FCtVkiLom)
Logic:
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| Portal automations improvements: Site reactivation on payment and recurring period switching |
1) Site reactivation and Billing Cycle change (Portal)When site is reaching its subscription expiry date AND payment is not recived yet:
When trying to change site plan in Grace period - show error
2) Site reactivation and Billing Cycle change (CMS)If Direct Billing extension is enabled for the site:
3) Reminder emailsUse default email template.1) After 1 day (24 hours) after Expiry date (in Grace period)
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| Portal automations improvements: Invoicing fix |
Invoice email fixOn invoice sending for the recurring plan payment
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| Orders list retrieving optimization |
Optimize the algorithm of Order list retrieving in the admin UI
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| Error notification on payment gateway webhooks setup |
On saving payment credentials
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| reCaptcha v2 to v3 start transition - Step#1 |
Since reCaptcha v2 couldn't save from bot attacks well enough - we are highly recommended to replace all reCaptcha v2 implementations on your sites with v3. Also, we are starting reCaptcha v2 deprecating process. The first step will be to remove the ability to add reCaptcha v2 to all new forms. Remove from the form builder the ability to choose reCaptcha v2 for the form |
| HTTP Headers Settings (plans restrictions change) |
Change plan restriction for feature HTTP Headers Settings
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BUG FIXES
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Form with two paid secure zones |
On one form use two paid secure zones -> One zone daily $10, Second zone $5 -> assigned those two secure zones on one form and buy - display error https://prnt.sc/3B58_ool2W2g |
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Site Global - do sorting of properties like in v6.7 |
Go to Site Global and return sorting like in v6.7 https://prnt.sc/rOzuxOlxmrYA https://treepl.slack.com/archives/C023SU50YQP/p1667500781050629 |
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Products - inventory control |
1. Go to products 2. Create a new product with inventory control "In Stock" = 1 https://prnt.sc/ye6QLngYGrQi 3. Go to frontend and buy this product 4. Go to the product INVENTORY tab the "In Stock" field again = 1 |
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Form submission export with new fields |
1. Create a form with some custom fields https://prnt.sc/KcEDf6y4KXT0 -> after filling this form from the front 2. After going admin-> forms -> add new custom field in the form and save 3. Go to form submission -> try to do export from this form -> display error in console https://prnt.sc/80hq6WiGSZpT https://treepl.slack.com/archives/C023SU50YQP/p1667285126096139 |
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Inactive item - shouldn't display in sitemap and site search |
1. The inactive item shouldn't display in the sitemap and site search https://treepl.slack.com/archives/C023SU50YQP/p1667908702650059 |
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Rename Site information to Site Globals - liquidcontext |
Rename Site information to Site Globals - liquidcontext https://treepl.slack.com/archives/C023SU50YQP/p1667950955117169 |
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Custom module - delete URL in module |
Go to settings of custom module -> delete URL and save https://prnt.sc/40C-StA2OBaU Go to list of custom module -> return again to setting in Custom module and click Save -> display internal error https://treepl.slack.com/archives/C023SU50YQP/p1667397356707039 |
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Admin User - can't see details of order in Product tab |
1. Go to admin like admin user 2. Switch off in Admin User Roles “Can Edit Products” checkbox https://prnt.sc/i6gWS5DgWW-3 3. Admin user can't see info about shipping option, tax, discount and gift voucher BUT all info should return https://prnt.sc/oH7R1dyMwbKA https://treepl.slack.com/archives/C023SU50YQP/p1666236903237889 |
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"Delete Selected" button in Contacts - Form Submission and Event Bookings tabs |
1. Go to Contact and open the Form Submission tab -> If the user has more than 20 submissions and display pagination when selecting all on the second page and click Delete Selected -> deleted all items https://prnt.sc/6xxfcduYtQtM |
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Contacts - uppercase letters |
1. Go to contacts 2. Pay attention to the member with uppercase letters in the "email" field 3. After submitting any form from a member with uppercase letters a duplicate of that user with a letter with lowercase letters is created in the email field Fix - migration where the original and duplicate contacts were merged into one with all cases, bookings, orders, and secure zones |
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E-commerce Quoting Option |
Original Description: E-commerce quoting option so that when an order goes through the admin it can be edited or completed before the quote is transformed into an order and the invoice is issued for payment in full or for a deposit payment. A workflow can then also be generated for the order to go to the client/accountant/franchisee. DESIGN 1) Create Order functionality Provide ability to create new order from the admin Default status is ‘New’ Invoice Number should not be generated during this action
2) Change products in the order Provide ability to edit order products from the admin BC reference: Design: https://projects.invisionapp.com/share/YAX7PB2EC3Q#/screens/415110743 Implement following functionality:
If saving order with changed products, gift vouchers, discount codes, or shipping options and the order has an active recurring subscription:
3) Change overall order data Provide ability to change the following data for an Order:
Provide ability to Generate Invoice Number via admin UI ( https://projects.invisionapp.com/share/A8W5SNPF5QX#/screens)
4) New Payment type of “Refund” Provide ability to add “Refund” as a payment type
5) Form changes Create a new form type of “Quote” (for requesting a quote in the ecommerce quoting process)
6) Shopping cart changes Add request quote button to shopping cart liquid object: {% component type:"shopping_cart" %}
7) Request a quote system pages Create system pages for Quotes
8) System emails Create System email for Quotes
9) Secure zone logic On Quote form submit with Secure Zones assigned:
10) Precreate Request Quote form on all sites with default styles Replicate default HTML/styles from the Checkout form, but remove payment fields and Total Amount field. Create the form on all sites with the alias of ‘quote’ Fields on formbuilder:
11) Plan restrictions Disallow submission of forms with type ‘Quote’ on plans lower than eCommerce. Show error message “Quote forms are not available on current site plan” 12) Admin User Role Restrictions Add following admin user role restrictions
For all roles that have Orders -> Can View=true set Orders -> Can Edit Details=true (for backward compatibility) For all roles that have Orders -> Can View=true set Orders -> Can Edit Payments=true (for backward compatibility) Logic
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eWay payment field expiration workaround |
1) Extend eWAY payment gateway settings Adds new option for how the payment integration displays in payment forms. When configuring eWay as a payment option under ‘Settings’ > ‘Payments’ new option for:
2) Logic for Modal Do not show payment fields on the form. Instead, once form is submitted show popup modal with payment fields. 3) Improve payment fields validation After form submit:
This should avoid issue when credit card data determined as expired after second form submit even after payment data was fixed |
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Event payment to include tax and volume discounts |
Event payments now honor tax settings and volume discount brackets assigned to Event prices. Liquid output improvement of the event item: Add following properties to liquid output of the event item:
JS for volume discount: When changing allocation field:
On page load:
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Headers settings custom setup |
1) Add header settings page Add new menu item and page under ‘Settings’ > ‘HTTP Header Settings’ DESIGN Content
>> Strict-Transport-Security
>> X-Content-Type-Options
>> X-Frame-Options
>> Access-Control-Allow-Origin
>> Content-Security-Policy
>> Referrer-Policy
>> Permissions-Policy
>> (For page requests) Cache-Control
>> (For files requests) Cache-Control
>> (For page requests) Age
>> (For files requests) Age
>> (For page requests) Expires
>> (For files requests) Expires
2) Logic For ANY URL request (to any page or file) that is NOT related to the admin files and requests
3) Admin user role restrictions Add following admin user role restrictions
4) Site plan restrictions Show ‘Settings’ > ‘HTTP Header Settings’ page starting from plan
---------- Headers Validator Site: https://securityheaders.com/ |
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Checklist values with commas improvement |
1) Request params improvement Add new property to ‘request.request_url’ liquid object
Value is an object of all URL params however arrays should be represented as arrays instead of as CSV string Example:
<pre>{{request.request_url.params}}</pre> Outputs: {
<pre>{{request.request_url.originalParams}}</pre> Outputs: {
2) Advanced CRM group field liquid object improvement Add ‘ArrayValue’ property. If a field is checklist or dropdown (multiple) - paste selected options as an array to this property. For all other fields paste value as first element of the array Example: {% component groupAlias: "MyAdvancedCRMGroup", entityType: "contact", entityId: "12345", collectionVariable: "groupFieldsList", layout: "", type: "CRMContactCustomGroup" %} {{groupFieldsList}} Output: {
3) Save entity improvement For the following property types:
View selected options of the property of type checklist or dropdown multiple as CSV string on list and detail layouts in Admin UI
Provide the ability to save selected options if they contain "," character
Entities that requires this improvement (admin UI)
Add also following updates to module item update and search forms (site frontend forms)
4) Custom report improvement According to the Save entity improvement improve custom report results searching by filters that contain value with "," character
5) Import/Export improvement Add following logic to import/export process for the following entities:
Logic:
Example:
6) Improve filters on custom reports `In` and `NotIn` filters:
Logic:
Design: https://prnt.sc/KsffJVqXl2pm Example: Add an advanced CRM group with the field “theChecklist” to the contact of type Checkbox:
Select the following values for the contacts:
Setup Custom report for contacts and:
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"Remember Me" for CRM login form |
Provide the ability to remember the logged-in state for CRM Members and configure its duration Settings: Add new setting to ‘Settings’ > ‘Misc’ > ‘CRM Settings’
Login form upgrade: Add Remember me checkbox to login form layout when retrieve login form from Components toolbox (Secure Zone -> Login Form) Add following html code to the form layout (after password fields): <label for="RememberMe">Remember me</label> Example: https://prnt.sc/mhd_q974tKDb Login form logic: When user submit login form with checked Remember me checkbox
if not checked
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Improve Site load speed while saving module item |
Replace the current solution with a materialized view to the DB table supported by triggers to sync data. Improve the following logic that using the Table solution
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Tax rounding strategy setting |
1) Add a new eCommerce setting Add new setting to ‘Ecommerce’ > ‘Settings’ > Tax and Shipping’ > ‘Tax Settings’
2) Rounding Logic on shopping cart calculation When banker rounding + error compensation (unit price and total price) applied
When banker rounding (unit price only) applied:
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Abandon Cart Functionality |
1) Extension setup Add new Extension to the portal and to extension JSON file so portal user could enable and disable extension on the ‘Site’ > ‘Extensions’ tab in the Portal “Abandoned Cart Recovery” Short Description: Information: Design: https://invis.io/JP13194K9QFA Pricing: Free during the beta period Extension Restrictions logic:
2) Abandoned Cart Recovery extension not installed or subscription expired error message When admin performs any action related to Abandoned cart admin UI (listed in the list below) layouts AND Abandoned Cart Recovery extension is Disabled or Abandoned Cart Recovery extension subscription is expired
Likewise, if the Restore cart functionality is attempted:
3) Add shop settings for abandoned carts and improve current settings Add following setting to ‘eCommerce’ > ‘Settings’ > ‘Shop Settings’:
Logic: Applied to the shopping cart created via add to cart process (skip shopping carts that is created on generic payment form submissions, event payment forms, and recurring forms):
Validation:
DESIGN: https://invis.io/CW10NLS86GBJ 4) Abandoned Cart Emails Add tab to ‘Email Notifications’ > ‘Emails’ page called “Abandoned Cart Emails” Shows list of emails by new email type "Abandoned Cart Email" Tab will only be visible when the Abandoned Cart Recovery extension is enabled/active. 5) Abandoned Cart Email LIQUID object should contain following data:
Email Sending Logic:
On email save:
6) Tracking URL logic
7) Restore cart functionality
8) Abandoned Cart Extension Page Add new menu item
Content
Menu item and page will only display if the Abandoned Cart Recovery extension is enabled/active. 9) Abandoned Cart Recovery -> Notifications tab List of all Abandoned Cart Notifications ordered by interval set in ‘Send Email After’ setting.
DESIGN: https://invis.io/8C10J9OPQM7D Add new notification functionality:
DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828839 10) ‘Abandoned Cart Recovery’ > ‘Abandoned Carts’ tab List of all abandoned carts.
DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828837 Abandoned Cart Details page
DESIGN: https://projects.invisionapp.com/share/8C10J9OPQM7D#/screens/447828838 11) History data
12) Shopping cart delete operation upgrade Before shopping cart delete action add a history record (Shopping Cart Become Deleted Recording). See (11.5) 13) ‘Abandoned Cart Recovery’ > ‘Reports’ tab
DESIGN: https://projects.invisionapp.com/share/C2130V1FMP5X#/screens 14) Analytics dashboard charts Provide ability to add
Show these charts only if Abandoned Cart Recovery extension is enabled/active DESIGN: https://invis.io/7910J9P1H3CG 15) Admin User Role Restrictions Add following admin user role restrictions
Show these restrictions only if Abandoned Cart Recovery extension is enabled/active. On create new admin user role set all restrictions above to true by default. |
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Disable detail layout feature |
New module setting: Add new module setting called “Disable detail layout” (checkbox - false by default) Logic: If ‘Disable detail layout’ is TRUE:
The logic of Detail layout "Don't use" logic improvement If module item has Detail layout property selected as "Don't use"
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Module item rating |
1) Module item rating in the items list and detail forms (admin UI) Provide ability to add Item Rating column in module -> table setup to show rating in item list view Add new system property to Edit module item form
2) New module item liquid property Add a new property to the module item (in liquid)
3) Searching logic Provide the ability to search by ‘Item_Rating’ property when using{% component type:"module", isSearchResult:"true"%}for searching, same as for Number custom property - via requesting a range using:
4) Sorting logic Provide the ability to sort by ‘Item_Rating’ field in module component tag, eg: {% component type:"module", sortBy: "Item_Rating", sortOder: "ASC/DESC" %} |
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Add full Urls to Export |
Add additional column in the export module item file (as a display value only) for the full item URL (parent and slug)
Example: |
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Rename Site information to Site Globals |
1) Rename "Site information" to "Site Globals" in ‘Settings’ > ‘Site Information’ page Example: https://prnt.sc/KpeG14rpKr4w 2) Change liquid aliases accordingly
NOTE: Provide backward compatibility so that{{siteinformation}}and{{si}}will still continue to work. 3) Change "Site information" to "Site Globals" in OSE |
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OSE Related Improvements |
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Multiline Text property changes |
Change custom property settings in Modules for text (multiline) fields.
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Feature flags changes (v6.8) |
Remove the following feature flag: ‘Improved Custom Reporting’ |
BUG FIXES
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Bug |
Liquid in domain_settings |
https://treepl.slack.com/archives/C023SU50YQP/p1659597522511109 Liquid data is not correctly outputting the Currency Name. |
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Bug |
CRM Contact - in secure zone not display ID |
https://treepl.slack.com/archives/C023SU50YQP/p1655388079321519 CRMContacts component is not displaying the Secure Zone ID in the Secure Zone data. |
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Bug |
Site Information - edit datapicker |
Go to Site Information In option Date Time add possibility to set time https://prnt.sc/aE6rxofG-tnr https://treepl.slack.com/archives/C023SU50YQP/p1658336160885129 |
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Bug |
Page caching - desktop/mobile |
Page is caching ‘device_type’ value in Liquid ‘request’ object. |
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Bug |
Create/update item from front |
Using <input type="checkbox" name="prop_Enabled" value="false"> in a custom module Add and Edit form to set it’s Enabled state doesn't seem to work. https://treepl.slack.com/archives/C023SU50YQP/p1663164691768169 |