New Google Analytics (GA4) integration is now available on Treepl. Now you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page ( https://prnt.sc/n1_vt1LC7yuR )
NOTE: if you previously followed instructions for temporary GA4 setup then when you complete the migration steps from the article above - go to file manager and remove GA4 include file in order to avoid the duplicated output of script tags for GA4.
New Google Analytics (GA4) integration is now available on Treepl.
Now you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page (
v6.10 Release date: 18 Sep. 2023
Full Release Notes
BACKLOG
Apply detail layout on item create form
Provide ability to set which detail layout to apply on module item create/edit forms
A few minor adjustment requests for Site Information module:
dateTime field is still just a Date field. Is it possible to update this to select Time as well (as
per dateTime field update throughout the rest of the admin)
When setting an Alias (particularly a ‘Short Alias’) there is a validation that runs to
check for conflicting names. However, this seems to look at ALL properties in ALL groups, not just
the group you are in, which starts to make it harder to set up short aliases. For example: In a
group called ‘Company Info’ with a property of ‘Licence’ you might have
Short Alias of Then in another group called ‘Company Branding’ with a
property of ‘Logo’ you might want Short Alias of . But the validation only
checks against the last Liquid reference of l (which conflicts) rather than the whole path (which is
unique).
The textarea field type is labeled as Text (Multiple), but I think it should be Text (Multiline).
Liquid:
It would be great to recursively nest site information items. To do so they would need to render
liquid, which they currently don’t.
For example if I have a site information company name and I want to nest that in a copyright notice
so the client can just embed the copyright notice at the end of their blog posts.
Please make liquid work inside site information fields.
Other:
1. Ability to shuffle items once added.
2. Add a checkbox in the Group level determining whether that group’s properties are added to
the Component toolbox or not.
Checkbox title:
Add to the toolbox
3. HTML Layouts for formatted output.
Analytics Dashboard - Google Data Studio (now Looker Studio) Option
Add the option on the Settings tab "Enable Default JS Validation". If this option is
enabled, `data-cms_validation` will be added on the form tag and add a validation js script in the
head. If a form element is not valid it will add class "validation-error" on the
element and if valid "validation-success" will be added.
The list view in file manager should include the date of the upload like in BC to make it easier to
handle e.g. media files, which are updated on a regular basis.
The slide-in file manager (when selecting media or other files from within module item) should have
an option for list view. It makes it hard to select files with similar long file names in thumbnail
view.
Would be nice to see at a glance the template that is applied to system page. I’d image this
would be a simple fix too.
System pages can now be disabled via an 'Enable' checkbox. Disabled pages will resolve to the 404 page. If the 404 page is disabled, a blank page will resolve (with a 404 document status)
Anywhere in the admin console I press something like ‘Shift + Control + C’ on Windows (Shift + Command + C on Mac).
A modal appears with the same functionality as the component draw you get it various modules.
I always find myself needing to build a component in my IDE, but I have to go to the admin console,
then to something like pages to be able to pull to create a component.
Would be nice if we could just access a builder anywhere in the admin console.
2)
Likewise, also add ‘Shift + Control + F’ on Windows (Shift + Command + F on Mac) to open the File Manager anywhere in the admin.
Fields/columns Added To The E-commerce/Gift Vouchers Module
Case: To stop the ability for Admin Users to be able to accidently delete all module items. Can we
get an extra flag added in the Admin User Roles that gets generated for each custom module or
anywhere this appears
Have it unchecked by default. Else, everyone will forget to configure it until it’s too late.
So, essentially, ‘Delete All’ function is for Partner/Reseller admins only, unless
configured otherwise.
Custom Modules Properties: Making Mandatory Items More Visible
When you check the custom properties of any custom module and want to know which ones are defined as
mandatory, you need to click each one into edit mode.
It would be nice if we could see which ones are mandatory right in the properties list.
Module Item Notes: Option To Display Notes More Prominently
Module item notes are great! But they are a bit small and users can miss them. Sometimes I want to
add big bold notes that will give users instructions that they can’t miss.
Issues: Currently module field notes are displayed in a small icon that needs to be hovered to see
them. Clients may miss this subtle icon.
Solution: Add a check box that will allow notes for a module field to be displayed inline:
When sites are being updated, it is common to have a release time for updates. This release time may
be at an inconvenient time for the developer. Frequently site updates will mean new sections of the
site are being added or removed. To add and remove sections of the website it would be great to have
the ability for new sections of the menu to be automatically released, and old sections of the menu
to expire and be hidden.
I propose adding the ability to enable release and expirty date/times to menu items.
Similar to custom modules, we would have the ability to enable release and expiry under settings for
the menu.
1) Add the item preview icon at the top of item edit pages so it’s readily accessible
(the current Preview link is often out of reach when you want it).
2) Add a new sticky box with the Components and File Manager buttons on the create/edit module
item page and also to places where it’s not currently available, such as; ‘System Pages’, ‘System Emails’ and anywhere an editor region is present like; Form layouts, email/autoresponder/workflow contents.
3) This new sticky box will also include the ‘Properties’ icon along with the ‘File Manager’ and ‘Component Manager’ icons in the editor pages for module Layouts.
When creating lots of fields it's time consuming to click on the dropdown and scroll to the
correct property. It would be nice if you could just push "s" to jump to string. Ideally
every type of field would have a name with a unique starting letter so you could use keys to jump to
them. Also recommend having string as the default field type when creating a field.
1 hour refresh issue fix
Fix losing updated data on saving operations when the actual token is expired.
1) Presave to session storage flow
Once any changes are made on any form in the admin UI
save them to session storage
on saving operation if the token is expired and reload is performed
restore saved to session storage data and perform save operation so data will be saved with
the new token
Feature flags changes (v6.10)
Apply the following changes to feature flags:
Move to the external section
Site load speed improvement
Description
Improved logic of saving, updating, and deleting module items without a long delay on the
page loading.
This feature flag switches the logic of saving module items, pages, etc.
New logic will take less time to load any page after saving if you have many module items.
The opposite part of this logic is the increasing time of any import module item process for sites
that have many module items.
It is applicable to the sites with a lot of module items created.
On sites that do not have a lot of module items there is almost no difference between current item saving logic and improved version of it.
Internet connection checker (UI)
Add internet connection monitoring in the admin panel.
If internet connection is lost - show message:
"No Internet Connection"
Liquid Date Formatting Issue fix
Liquid Date Formatting Issue
An issue with the Liquid date formatting filter (`| date`) has been identified. Below is a
description of the issue, possible conflicts with existing implementations, and our proposed fix.
ISSUE:
When using the date filter syntax of `%I` for outputting the hour in 12-hour time with a leading
zero (eg: `07`) the output will be incorrect for the hour
of 12 (am or pm), in that it will output `00` instead of `12`.
This is purely a formatting issue for this particular filter syntax and does not affect Liquid date
calculations.
CONFLICTS:
We don't anticipate this fix will negatively impact any current implementations of this feature
- on the contrary, any date-related Liquid implementations using the 12-hour filter output would
currently be breaking under the conditions described in this issue and therefore, the fix will
correct those implementations.
In the rare case that you have an implementation relying on the hour of 12, in 12-hour time, with
leading zero output, being "00" (which is incorrect), you will need to adjust your code to
allow for this correction.
PROPOSED FIX:
As there is a small chance of this change affecting existing implementations and due to the
issue's low criticality, we will add the feature flag "Apply fix to liquid date
filter".
The fix itself will then be rolled out as a hotfix to all sites during their data center
non-business hours.
No downtime is expected for the admin or site front-ends during this hotfix and a notification will
be posted once it has been fully completed across all data centers.
FEEDBACK:
If you have any questions, feedback, or concerns regarding this fix, please reach out to support via
a support ticket before the proposed fix date is reached.
NOTES:
The similar `| format_date` Liquid filter does not suffer from the described issue and is therefore
unaffected by this fix and continues working normally.
Improve workflow sending logic based on plan restrictions
1) Fix the ability to send custom workflows if the site plan is lower than Pro.
When the site plan is Business or Essential (lower then Pro):
Logic in table representation
Plan/Type
System WF + defaul email
System WF + custom email
Costom WF + defaul email
Custom WF + custom email
Essential
send
replace to default email
skip
skip
Business
send
replace to default email
send
replace to default email
Pro
send
send
send
send
eCommerce
send
send
send
send
OR logic in description representation
If the workflow has a custom email assigned
Allow sending workflow BUT with system email instead of the assigned custom email
Continue validation if the workflow has a system email assigned:
When the site plan is Essential:
Disallow sending workflow if it has IsDefault = false
On migration we would scan page content, templates, snippets, module layouts, etc for using liquid
include and component with custom layout path tags and replace paths to match case-sensitive actual
path (for example if we found we will fix it to match actual path - /Content/Pages/TestFolder/TestIncludeFile.inc and it will
become )
Same as in previous but working with html tags insted of liquid
4) Improve the logic of operation files and folders in the "/Content/Pages" folder
Description:
Any files that would be created in the "/Content/Pages" folder should be lowercase from
now on.
If they would be created not fully lowercased - they would be ignored.
So if you create a file Test.html in the folder /Content/Pages/ - it WOULD NOT create a page with
slug Test.
But if you create a file test.html in the folder /Content/Pages/ - it WOULD create a page with slug
test.
Also renaming test.html to Test.html would unlink the Test.html file from the "/test"
page. If you save the "/test" page from the admin UI it will create a test.html file and
it will be linked with the page (the main rule is that the page slug is fully equal to the file name
(case sensitive)).
Any operations with the Test.html would not be reflected in any way on the pages at all.
However, if you rename it back to the test.html - it will be linked back to the page
"/test" but without content sync (it means that if you rename test.html to Test.html,
change content in Test.html and rename it back to test.html - the content of the page
"/test" would not be the same as in the test.html file. The first save of the file or page
would determine - what content would be saved to opposite entity in that case - if the save file -
page content would be updated. If the save page - the file content would be updated).
5) System and custom email file name fix
Description:
On migration we would change all file names that reflect all system and custom (workflow, followup,
abandoned cart) emails so it is the same as the email Name (right now if you have a workflow email
with the name "My Custom Email" - it has a file on FTP with the name
"my-custom-email.html". This step will rename the file to become "My Custom
Email.html").
NOTE:
So if you already have the backup version of the site you are working with then just make a fresh
copy right after your site would be updated to the v6.10
More documentation on this change can be found here.
Angular 15 refactoring
new datetimepicker
migration from moment to luxon
Clear styles when pasting
Clear all styles when pasting content into wysiwyg. If you try to paste some content from MS
Word should be shown a modal to choose to keep or not styles pasted from Word.
Event calendar month by URL accessibility
Add month-year accessibility via URL to the event calendar
Now Email data widget would show only data that corresponds to current type of email (workflow email,
follow-up email or abandoned cart notification email)
Products - InStock value doesn't show in frontend after import
create a new product by import (file attached) with "Enable Inventory Control" - true,
and In Stock - 1000 https://prnt.sc/mlPYOEGCiEuK
add <pre>Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index')</pre> in product detail layout
go to frontend this product
value "InStock" : 0 , but must be equal to the value in the import file = 1000
Enable Release Date and Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the parent and child module
Enable Release Date andEnable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the current module
Don't filter by item's Release Date on filtering inactive items if Enable Release Date (Module -> Default properties settingshttps://prnt.sc/m71sDpZF3D00) are false
Don't filter by item's Expiration Date on filtering inactive items if Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false
Logic:
Determines whether the list should contain inactive items or not
inactive items are items whose release date is greater than the current date or whose expiry date is less than the current date
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:
Show status Grace Period
period
+10 days to subscription expiry date (+24*10 hours)
Preselect the Billing Cycle that is already chosen for the current site
Reactivation will be applied if selected Billing Cycle is the same as the site already has. If another Billing Cycle is selected - create new subscription with the new Billing Cycle
in both cases - after payment is received
cancel previous subscription
On reactivation
If reactivation applied in Grace period
Set recurring date to the same day of the next month or year when the previous subsctiption should be paid if there would be no issues with it. And in the payment date just charge the amount for the selected cycle. Example:
if payment $20 per month is created 01-01-2022 than grace period starts after 01-02-2022. And if reactivation is made on 05-02-2022 than payer will be charged for $20 right away and than next recurring day will be assigned as 01-03-2022 (same day as previous subscription had)
If Billing Cycle is changed during the active subscription period. Example:
charge amount for the selected cycle right away (lets say we are changing billing cycle from anually $200 to monthy $20 - then charging $20)/ And set recurring date for +1 selected billing cycle after the expiration date of the previous subscription (for this example +1 month to the expiration date).
When trying to change site plan in Grace period - show error
Site plan changing is not allowed during the grace period
Payment button should show different labels based on the site status (Grace period or active period)
In Grace period
Reactivate
In default active period
Change Billing Cycle
2) Site reactivation and Billing Cycle change (CMS)
If Direct Billing extension is enabled for the site:
Add the ability to see Billing (/admin/billing) button on the site admin UI and add the ability to pay for the site subscription in Grace period
Use default email template.
1) After 1 day (24 hours) after Expiry date (in Grace period)
Send Email notification to the reseller
Subject:
<sitename> (<siteURL>) will be deactivated due to non-payment
Body
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your PayPal account and make sure your billing is up-to-date. If you have any questions, please contact us at support@treepl.co.
Format of date
11 Sep, 2022 (GMT +10:00)
time zone
site
2) After 9 days (24*9 hours) after Expiry date (in Grace period)
Send Email notification to the reseller
Subject
<sitename (<siteURL>)> will be deactivated due to non-payment
Body
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your Treepl Portal to set up a new PayPal subscription to address the issue. If you have any questions, please contact us at support@treepl.co.
Format of date
11 Sep, 2022(GMT +10:00)
time zone
site
Portal automations improvements: Invoicing fix
Invoice email fix
On invoice sending for the recurring plan payment
send invoice based on the plan from webhookinstead of the very first created plan
This is to avoid the wrong plan name being displaying in the invoice email after changing site plan.
Orders list retrieving optimization
Optimize the algorithm of Order list retrieving in the admin UI
Reduce the load time
Error notification on payment gateway webhooks setup
On saving payment credentials
if there are any errors regarding adding webhooks for this site
An error occurred during the payment gateway webhook setup: <detailsFormGatewayError>
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
Change plan restriction for feature HTTP Headers Settings
Change minimum site plan requirement
From Pro to Essential
BUG FIXES
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
Site Global - do sorting of properties like in v6.7
"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
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
- Improvements based on support tickets. More details will be provided in the release …
UI/UX
General
Admin Panel
v 6.8 Release date: 03 Oct. 2022
Full Release Notes
BACKLOG
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.
if Form Type is Quote AND "Accept Payment" field is selected on the form builder - show an error: “Quote form can't be submitted with the ‘Accept Payment’ field”
if Form Type is Quote AND there is no shipping option selected on the shopping cart DO NOT stop processing the form.
if Form Type is Quote AND there is at least one recurring product in the shopping cart - show an error: “Quote form can't be submitted with recurring products in the shopping cart”
if Form Type is ‘Quote’ OR Form Type is ‘Checkout’ and there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
On loading ‘Checkout’ or ‘Quote’ page from the shopping cart:
if there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
6) Shopping cart changes
Add request quote button to shopping cart liquid object:
When user submit login form with checked Remember me checkbox
set member logged-in cookie lifetime based on Remember me lifetime setting
if not checked
Member logged-in cookie lifetime defaults to 1 day
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
Add DB Table solution to drafts
Improve saving module item when keywords was changed
Improve Import module items process
Tax rounding strategy setting
1) Add a new eCommerce setting
Add new setting to ‘Ecommerce’ > ‘Settings’ > Tax and Shipping’ > ‘Tax Settings’
“Tax rounding strategy” (dropdown)
Banker rounding + error compensation (unit price and total price) [default]
Banker rounding (unit price only)
2) Rounding Logic on shopping cart calculation
When banker rounding + error compensation (unit price and total price) applied
use current price rounding strategy (banker rounding + error compensation)
rounding applied to
unit price separately
total price separately
When banker rounding (unit price only) applied:
use banker rounding to unit price. Then calculate orderline total price as rounded unit price multiplied by quantity. Error compensation mechanism is not needed here
apply rounding to
unit price only
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: With abandoned cart recovery functionality (for logged-in users only), you can automatically send reminders to customers who add products to their cart and leave without completing an order.
Information: According to statistics, about 80 percent of customers abandon purchases for different reasons after adding items to their shopping carts. With Treepl abandoned cart recovery you can automatically email users after a cart or checkout is abandoned. And you have the ability to set the time when the email will be automatically sent. So you can stay in touch with your customers while they still remember your store and products.
Disallow enabling the extension on the site if its plan is lower than eCommerce
This extension is only available for Ecommerce plan
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
Show error message: “This action can't be performed: Abandoned Cart Recovery extension is disabled or expired for this site”
Likewise, if the Restore cart functionality is attempted:
Following the restore cart link
redirect to the system page "error-page" and set error message to the liquid - this.ErrorMessage
3) Add shop settings for abandoned carts and improve current settings
Add following setting to ‘eCommerce’ > ‘Settings’ > ‘Shop Settings’:
“Abandoned cart time in Hours” (number)
4 (default)
Default adjustment based on Shopping Cart Lifetime:
if shopping cart lifetime is less than or equal to 4 AND greater than 1
set Abandoned cart time to (shoppingCartLifetime minus 1) as default value
if shopping cart lifetime is equal to 1
set Abandoned cart time to 1 as default value
if shopping cart lifetime is equal to 0
set Abandoned cart time to 1 as default value
set shopping cart lifetime=1
allowed range between 1 and 876000
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):
Number of hours after latest update in the cart that determine shopping cart as Abandoned (should be always less or equal to the shopping cart lifetime)
When shopping cart becomes Abandoned; create a history record (Shopping Cart Become Abandoned Recording). See “History Data” below.
Validation:
If Abandoned cart time is bigger than shopping cart lifetime, show Error Message “The abandoned cart time shouldn't be bigger than the shopping cart lifetime”
If there is an enabled abandoned cart email notification which time is bigger than the shopping cart lifetime, show Error Message “There is at least one abandoned cart notification which time is bigger than the shopping cart lifetime”
Update allowed range for Shopping Cart Lifetime (it should be in range between 1 and 876000)
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:
ShoppingCart
same object as on shopping cart
TrackingURL
see (6) Tracking URL logic
RestoreCartURL
see (7) Restore cart functionality
Email Sending Logic:
Create a history record (Email Sent Recording) regarding Email sent. See “History Data” below.
Add following image tag before closing </body> tag of the email content
<img src="" height="1" width="1">
Send email
On email save:
disallow saving if there is no </body> tag in this email content OR the assigned email template (since this is required for the pixel image tracking). Show error message “Email content should contains <body></body> tag”
disallow saving if there is notag in the content. Show error message “Email content must containsliquid tag”
Send Email After Cart Abandonment Delay (in hrs) (numeric)
allowed range between 1 and 876000
number of hours should be less than eCommerce -> Settings -> Shop Settings -> Shopping Cart Lifetime In Hours. Else error message: “Abandoned cart notification can't be created outside of the shopping cart lifetime.”
validate that selected number of hours is still not selected for another email. Else error message: “Abandoned cart notification for the selected delay is already exists”
Show but do not allow to change it from Admin UI and ignore changing on Backend
Show module item URL field as inactive.
Show but do not allow to change it from Admin UI and ignore changing on Backend
on edit module item action from Admin UI
on edit module item from frontend action
Hide Detail Layout dropdown on add/edit module item form in admin UI
preset "Don't use" value as default on backend on create item
Do not add items of the module to the SITEMAP
On Import process if creating a new item
if there is a detail layout column and it's value is empty set ‘Don't use’ layout instead of the first existed detail layout of the module (like it works now and should work when ‘Disable detail layout’ is FALSE)
The logic of Detail layout "Don't use" logic improvement
If module item has Detail layout property selected as "Don't use"
show 404 page content (with 404 status code) when accessing the item by URL
Do not add such items to the SITEMAP
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
“Item Rating” (text)
Always readonly
if somehow value is posted via edit item endpoint, ignore value from request AND do NOT override value in DB (it should be calculated automatically once comments rating for this item are added edited or deleted)
Value=Average rating posted via comments to this item (Approved ratings counted only)
2) New module item liquid property
Add a new property to the module item (in liquid)
“Item_Rating” (numeric)
Value=Average rating posted via comments to this item (Approved ratings counted only)
3) Searching logic
Provide the ability to search by ‘Item_Rating’ property when usingfor searching, same as for Number custom property - via requesting a range using:
prop_Item_Rating_Min
prop_Item_Rating_Max
4) Sorting logic
Provide the ability to sort by ‘Item_Rating’ field in module component tag, eg:
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)
Column title “URL list”
list of all item URLs separated by ;
placed after ‘Parents’ column
on import action; ignore this column (for display/export purpose only)
NOTE: Provide backward compatibility so that{}and{}will still continue to work.
3) Change "Site information" to "Site Globals" in OSE
OSE Related Improvements
Change the page tab title to “Edit <Page name>'”
If a multiline custom property or a Content system property contains <script, <style, {{, {% this property should be blocked for editing via OSE.
If a multiline custom property or a Content system property contains blocks with a data attribute 'cms_ose_editable_text' all content from this block should be parsed into a separate WYSIWYG like a multiline custom property. A title for this section should be determined from a data attribute 'cms_ose_editable_text_title'. If this attribute is not found the title for this WYSIWYG should be constructed as follows: '<this property name> Text Block <index>'.
If some page doesn't have custom modules for editing and this page can be edited, all editable properties should be shown by default on the toolbox.
Add a javascript event trigger 'CMS_TriggerRefreshOSEItems' for a 'load more' function on the site frontend for a list of module items refreshing on the toolbox. This one should be triggered after AJAX.
E-commerce quoting option so that when order goes through the admin it can be edited, changed, 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.
Ability to add Item Rating column in module -> table setup and show rating in item list view.
New system property to Edit module item form,
new module item liquid property.
Ability to search by Item_Rating property when using {% component type:"module", isSearchResult:"true"%} for searching.
Ability to sort by Item_Rating field in {% component type:"module" …
If Disable detail layout is TRUE, make unreachable all module items URLs of the module.
If module item has Detail layout property selected as "Don't use", show 404 page content (with 404 status code) when accessing the item by …
When exporting the products to a CSV file (export table), include the full product URL’s rather than just the parent so products can be linked to their …
"Site information" block renaming to "Site Globals". Typical use-cases for Site Globals might be to store the company name, address, contacts, logo, etc. in one handy location and render that information throughout the site via …
v 6.7 Release date: 08 Jun. 2022
Full Release Notes
BACKLOG
Feature flags changes (v6.7)
Apply the following changes to feature flags:
Move “Improved Custom Reporting” to internal section AND set enabled by default.
Zapier Integration
1) SSO oauth for zapier (+scopes)
Add oAuth 2.0 APIs
Authorization
Access Token Request
Refresh Token Request
Retrieved Bearer token should get access to Treepl CMS APIs created specially for Zapier (for the site that should be determined by domain)
Request Domain field on Zapier in order to retrieve access token to the particular site only
2) Extension rule
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
Title
Zapier Integration (beta)
Short Description
Allows handling the connection between Treepl CMS and apps that Zapier supports.
Information
Triggers
(should be performed by Treepl once appropriate action is made in the CMS):
-New Module Item
-Updated Module Item
-New CRM Member
-Updated CRM Member
-New CRM Form Submission
-Updated CRM Form Submission
-New CRM Event Booking
-Updated CRM Event Booking
-New Order
-Updated Order
-New Gift Voucher
-Updated Gift Voucher
-Triggered Workflow
Actions:
-Create Module Item
-Update Module Item
-Create CRM Member
-Update CRM Member
-Create CRM Form Submission
-Update CRM Form Submission
-Create CRM Event Booking
-Update CRM Event Booking
-Update Order Details
-Create Gift Voucher
-Update Gift Voucher
Searches:
-Find Module Item
-Find CRM Member
-Find CRM Form Submission
-Find CRM Event Booking
-Find Order
-Find Gift Voucher
CRM Member
{
"Id":1442,
"Email":"test@test.com",
"FirstName":"Jhon",
"LastName":"Doe",
"Address":"",
"City":"",
"State":"",
"ZipCode":"",
"Country":"",
"BillingAddress":"",
"BillingCity":"",
"BillingState":"",
"BillingZipCode":"",
"BillingCountry":"",
"Site":"",
"Phone":"123456789",
"Status":"",
"Notes":"",
"Type":"Consumer",
"CreatedDateTime":"2019-06-12T17:28:59.07",
"UpdatedDateTime":"2020-08-07T06:56:27.713",
"CrmType":"Member",
"CrmGroup":{
" | My Group Name 1 | ":{
"My Field Name 1.1":"field Value 1",
"My Field Name 1.2":"field Value 2"
},
" | My Group Name 2 | ":{
"My Field Name 2.1":"field Value 1",
"My Field Name 2.2":"field Value 2"
}
}
}
CRM Form Submission
{
"Id":1442,
"Form":"form_alias",
"Email":"test@test.com",
"FormField":{
" | My Field Name 1":"field Value 1",
" | My Field Name 2":"field Value 2"
},
"CrmGroup":{
" | My Group Name 1 | ":{
"My Field Name 1.1":"field Value 1",
"My Field Name 1.2":"field Value 2"
},
" | My Group Name 2 | ":{
"My Field Name 2.1":"field Value 1",
"My Field Name 2.2":"field Value 2"
}
}
}
CRM Event Booking
{
"Id":1442,
"Form":"form_alias",
"Email":"test@test.com",
"ModuleItem":123,
"Allocation":1,
"FormField":{
" | My Field Name 1":"field Value 1",
" | My Field Name 2":"field Value 2"
},
"CrmGroup":{
" | My Group Name 1 | ":{
"My Field Name 1.1":"field Value 1",
"My Field Name 1.2":"field Value 2"
},
" | My Group Name 2 | ":{
"My Field Name 2.1":"field Value 1",
"My Field Name 2.2":"field Value 2"
}
}
}
Order
{
"Id":1442,
"Email":"test@test.com",
"OrderName":"Checkout",
"Status":"Paid",
"InvoiceNumber":"1234",
"InvoiceDate":"2022-01-01T13:34:44",
"AWBNumber":"",
"TrackingURL":"",
"ShippingAddress":"",
"ShippingCity":"",
"ShippingState":"",
"ShippingZip":"",
"ShippingCountry":"",
"CrmGroup":{
" | My Group Name 1 | ":{
"My Field Name 1.1":"field Value 1",
"My Field Name 1.2":"field Value 2"
},
" | My Group Name 2 | ":{
"My Field Name 2.1":"field Value 1",
"My Field Name 2.2":"field Value 2"
}
},
"PaymentType":"CreditCard",
"FormId":13,
"MemberId":47,
"CaseId":89,
"AmountPending":"0.0000",
"AmountPaid":"10.0500",
"PaymentIntentId":"XXXXXXXXXXXXXX",
"PaymentIntentClientSecret":"XXXXXXXXXXXXXXXXXXXXXXXXXXXX",
"FormatSetting":{
"Name":"AU",
"Culture":"en-AU",
"DecimalsQuantity":2,
"Currency":{
"Code":"AUD",
"Symbol":"$",
"DigitalCode":"36",
"Name":"Australian Dollar"
}
},
"DomainCountry":{
"Name":"AUSTRALIA",
"Code":"AU"
},
"DestinationCountry":{
"Name":"AUSTRALIA",
"Code":"AU"
},
"ShippingOption":{
"Id":"12252410371037462605",
"ShippingOptionId":"7361027874612052004",
"Name":"AustraliaPost - Parcel Post",
"Price":8.1364,
"TaxPercent":10,
"TaxRate":0.1,
"TaxPrice":0.81,
"TotalPrice":8.95,
"SubTotalPrice":8.14
},
"Discount":{
"Id":null,
"Code":null,
"Type":null,
"Amount":0
},
"GiftVoucher":{
"Id":null,
"Code":null,
"Amount":0,
"Balance":0
},
"SubTotalPrice":"1.0000",
"TaxPercent":"10.0000",
"TaxRate":"0.1000",
"TaxPrice":"0.9100",
"DiscountPrice":"0",
"TotalPrice":"10.0500",
"ShippingPrice":"8.1364",
"ShippingTaxRate":"0.1000",
"ShippingTaxPrice":"0.81",
"ShippingSubTotalPrice":"8.14",
"ShippingTotalPrice":"8.95",
"GiftVoucherPrice":"0",
"SubTotalTaxPrice":"0.1000",
"DiscountedSubTotalTaxPrice":"0.1000",
"GrandTotalPrice":"1.1000",
"TotalPriceExcludingTax":"9.1400",
"TotalPriceExcludingTaxAndGiftVoucherAmount":"9.1364",
"TaxCode":"GST",
"Items":[
{
"Id":"15049017874163171386",
"EcommerceItemId":2139,
"SmallImage":null,
"Name":"product 1",
"Type":"ModuleItem",
"ModuleId":0,
"SKUCode":"39207d4d-c9c0-4a9d-a435-f2c8f8778e68/Size/Large",
"Quantity":1,
"ProductFileLink":null,
"URL":"/shop/product1",
"TaxCode":"GST",
"OnSalse":false,
"Price":0,
"TaxPercent":10,
"UnitPrice":1,
"TaxPrice":0.1,
"UnitTotalPrice":1.1,
"TotalPrice":1.1,
"UnitTaxPrice":0.1,
"TaxRate":0.1,
"TotalPriceExcludingTax":1,
"UnitRecommendedPrice":0,
"UnitRecommendedTaxPrice":0,
"UnitRecommendedTotalPrice":0,
"AttributesString":"Size: Large; Color: Green,Yellow",
"Attributes":{
"Size":[
"Large"
],
"Color":[
"Green",
"Yellow"
]
}
},
{
"Id":"435",
"EcommerceItemId":3453,
"SmallImage":null,
"Name":"product 2",
"Type":"ModuleItem",
"ModuleId":0,
"SKUCode":"39207d4d-c9c0-4a9d-a435-f2c8f8778e68/Size/Large",
"Quantity":1,
"ProductFileLink":null,
"URL":"/shop/product1",
"TaxCode":"GST",
"OnSalse":false,
"Price":0,
"TaxPercent":10,
"UnitPrice":1,
"TaxPrice":0.1,
"UnitTotalPrice":1.1,
"TotalPrice":1.1,
"UnitTaxPrice":0.1,
"TaxRate":0.1,
"TotalPriceExcludingTax":1,
"UnitRecommendedPrice":0,
"UnitRecommendedTaxPrice":0,
"UnitRecommendedTotalPrice":0,
"AttributesString":"Color: Red",
"Attributes":{
"Color":[
"Red"
]
}
}
]
}
Public Triggers (should be performed by Treepl once appropriate action is made in the CMS):
New Module Item
Module [dropdown (multiple)]
list of module names
Update Module Item
Module [dropdown (multiple)]
list of module names
New CRM Member
Updated CRM Member
New CRM Form Submission
Form Name [dropdown (multiple)]
list of forms
Updated CRM Form Submission
Form Name [dropdown (multiple)]
list of forms
New CRM Event Booking
Form Name [dropdown (multiple)]
list of forms
Updated CRM Event Booking
Form Name [dropdown (multiple)]
list of forms
New Order
Updated Order
New Gift Voucher
Updated Gift Voucher
Triggered Workflow
Workflow [dropdown (multiple)]
New Comment
Module [dropdown (multiple)]
list of module names
Updated Comment
Module [dropdown (multiple)]
list of module names
4) Actions
Once module item created/updated
add rollback with new source "Zapier"
Dropdowns in zapier forms
Secure Zone
Value: SecureZoneId
Display Name: SecureZoneName
Country
Value: CountryCode
Display Name: CountryName
Form
Value: FormAlias
Display Name: FormName
Module
Value: ModuleId
Display Name: ModuleName
ModuleItem
Value: ModuleItemId
Display Name: ModuleItemName
ContactCRMType
Value: TypeName (Consumer/Wholesaler)
Display Name: TypeName (Consumer/Wholesaler)
CRMRecord property
Value: Email
Display Name: Email
Datasource property
Value: ModuleItemId
Display Name: ModuleItemName
Tags property
Value: TagName
Display Name: TagName
Categories property
Value: CategoryFullName
Display Name: CategoryFullName
Template property
Value: TemplateId
Display Name: TemplateName
Detail layout property
Value: DetailLayoutId
Display Name: DetailLayoutName
Country/Currency
Value: Country/Currency string
Display Name: Country/Currency string
Order Status
Value: OrderStatusName
Display Name: OrderStatusName
Parents
Value: -1 or ModuleItemId
Display Name: / or Module Item Url
Workflow
Value: WorkflowId
Display Name: WorkflowName
Recurring Type
Value: RecurringTypeName
Display Name: RecurringTypeName
Public Actions (allows to create or edit items in Treepl performed by Zapier):
Create Module Item
Update Module Item
Module [dropdown REQUIRED]
list of module names
Item Name [string REQUIRED]
URL Slug [string]
Description [string (multiline)]
System Fields (dynamic list of property names)
Add an info block with the name of the group of fields (before listing of fields)
Parents [dropdown (or dropdown multiple)]
list of parent module items
Template [dropdown]
list of templates
Detail Layout [dropdown]
list of templates
Enabled [boolean]
Disable from site search [boolean]
Release Date [date]
Expiry Date [date]
Weighting [string]
Site Search Keywords [string]
Added by [string]
value is email
if not found in CRM - skip this value
Secure Zones [dropdown]
list of secure zones
adds an item to secure zones
Tags [dropdown]
list of module tags
Categories [dropdown]
flat list of categories (labels are path-like: "/category/subcategory")
Author [dropdown]
list of authors
Event Fields (dynamic list of property names).
Show these fields only if the selected module has "Enable bookings == true" in (Module details => advanced settings).
Add an info block with the name of the group of fields (before listing of fields).
Hide When Full [boolean]
Allow Multiple Bookings Per Email [boolean]
Capacity [number]
Event Date Start [date]
Event Date End [date]
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)
Small Image [string]
Large Image [string]
On Sale [boolean]
Is Gift Voucher [boolean]
Product Weight [number]
Product Width [number]
Product Height [number]
Product Depth [number]
Enable Drop Shipping [boolean]
Unit Type [string]
Minimum Units [number]
Maximum Units [number]
Recurring Type [dropdown]
list of recurring types
Is Shippable [boolean]
Is Downloadable [boolean]
Number Of Possible Downloads [number]
Supplier [string]
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)
Custom Fields…
Create CRM Member
Update CRM Member
First Name
Last Name
Email [REQUIRED]
Address
City
State
Zip
Country [dropdown]
list of countries
Site
Phone
Status
Notes
Type [dropdown]
list of types
Billing Address
Billing City
Billing State
Billing Zip
Billing Country [dropdown]
list of countries
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
Advanced Fields…
Create CRM Form Submission
Update CRM Form Submission
Id [REQUIRED - for update form only]
Email [REQUIRED - for update form only]
Form Name [dropdown REQUIRED - for create form only]
list of forms
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
Advanced Fields…
Create CRM Event Booking
Update CRM Event Booking
Id [REQUIRED - for update form only]
Email [REQUIRED - for update form only]
Form Name [dropdown REQUIRED - for create form only]
list of forms
Module [dropdown REQUIRED - for create form only]
list of modules that have Enable Booking = true
Module Item [dropdown REQUIRED - for create form only]
list of forms
Allocation [number (default = 1)]
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
Advanced Fields…
Update Order Details Base information update only
Id [REQUIRED - for update form only]
Order Details (group of fields listing all system order fields)
Order Name [REQUIRED]
Status [dropdown]
list of statuses
Invoice Number
Invoice Date
AWB Number
Tracking URL
Shipping Address
Shipping City
Shipping State
Shipping Zip
Shipping Country [dropdown]
list of countries
Order Details… Add an info block with the name of the group of fields (before listing of fields)
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT
Advanced Fields…
Create Gift Voucher
Update Gift Voucher
Id [REQUIRED - for update form only]
Name [string]
Recipient Name [string]
Recipient Email [string (email) REQUIRED]
Recipient Message [string (multiline)]
Country/Currency [dropdown]
list of Country/Currency pairs available for the site
Amount [number]
Enabled [boolean]
Create Comment
Update Comment
Id [REQUIRED - for update form only]
Module Item Id
Thread Id
Parent Id
First Name
Last Name
Email [REQUIRED]
Rating
Comment
5) Searches
Public Searches Form:
Find Module Item
Id
Module [dropdown]
list of module names
Item Name [string]
URL Slug [string]
Description [string (multiline)]
System Fields (dynamic list of property names). Add an info block with the name of the group of fields (before listing of fields).
Parents [dropdown (or dropdown multiple)]
list of parent module items
Release Date [date]
Expiry Date [date]
Weighting [string]
Added by [string]
value is email
if not found in CRM - skip this value
Tags [dropdown]
list of module tags
Categories [dropdown]
flat list of categories (labels are path-like: "/category/subcategory")
Author [dropdown]
list of authors
Event Fields (dynamic list of property names). Show these fields only if selected module has Enable bookings == true in (Module details => advanced settings). Add an info block with the name of the group of fields (before listing of fields)
Capacity [number]
Event Date Start [date]
Event Date End [date]
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)
Small Image [string]
Large Image [string]
On Sale [boolean]
Is Gift Voucher [boolean]
Product Weight [number]
Product Width [number]
Product Height [number]
Product Depth [number]
Enable Drop Shipping [boolean]
Unit Type [string]
Minimum Units [number]
Maximum Units [number]
Recurring Type [dropdown]
list of recurring types
Is Shippable [boolean]
Is Downloadable [boolean]
Number Of Possible Downloads [number]
Supplier [string]
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)
Custom Fields…
Find CRM Member
Id
First name
Last Name
Email
Address
City
State
Zip
Country [dropdown]
list of countries
Site
Phone
Status
Notes
Type [dropdown]
list of types
Billing Address
Billing City
Billing State
Billing Zip
Billing Country [dropdown]
list of countries
Find CRM Form Submission
Id
Form Name [dropdown]
list of forms
Email
Find CRM Event Booking
Id
Form Name [dropdown]
list of forms
Email
Find Order
Id
Email
Order Name
Status [dropdown]
list of statuses
Invoice Number
Invoice Date
AWB Number
Tracking URL
Shipping Address
Shipping City
Shipping State
Shipping Zip
Shipping Country [dropdown]
list of countries
Find Gift Voucher
Id
Name [string]
Recipient Name
Recipient Email
Recipient Message [string (multiline)]
Country/Currency [dropdown]
list of Country/Currency pairs available for the site
Amount [number]
Find Comment
Id
Module Item Id
Email
Rating
Comment
Find Workflow
Id
Name
6) Restrictions
Do not allow to process triggers, actions and searches if zapier extension is disabled for the site
Fields that should be added to the form layout are:
Shipping Address
Payment_ShippingAddress (Shipping Address)
Payment_ShippingCity (Shipping City)
Payment_ShippingState (Shipping State)
Payment_ShippingZipCode (Shipping ZIP Code)
Payment_ShippingCountry (Shipping Country)
Billing Address
Payment_BillingAddress (Billing Address)
Payment_BillingCity (Billing City)
Payment_BillingState (Billing State)
Payment_BillingZipCode (Billing ZIP Code)
Payment_BillingCountry (Billing Country)
Both fields can be marked as required. And once marked as required - all fields inside the group become required (address, city, zip etc) and vice-versa.
2) Form submission flow
When such a form is submitted - add ‘Shipping Address’ and ‘Billing Address’ data to the CRM Order object (like it works previously for Shipping Address fields)
NOTE:
For backward compatibility - use value of the ‘formData.Zip_Code’ as value for shipping zip code as well as the value of ‘formData.Payment_ShippingZipCode’
if both occurred in the ‘formData’ then use ‘formData.Payment_ShippingZipCode’
For backward compatibility - always check if Shipping fields are present in ‘formData’ even if they are not selected on the form builder.
Do not use value of ‘Payment_ShippingCountry’ on form (type “checkout”). Use value of the selected shipping country from the shopping cart.
3) Attach billing and shipping address fields to appropriate CRM entities
Add ‘billing address’ fields to the ‘contact’ entity
migrate data from contact address to contact billing address
setup payment logic to take the address from the contact billing address field instead of the contact address field
if the billing address field is empty - use the contact address fields
Add ‘shipping address’ fields to the ‘order’ entity
4) Update the billing address from the payment gateway
When changes to the billing address come from payment providers update ‘contact billing address’ fields instead of ‘contact address’ fields
5) Liquid output
Add the following properties to the ‘contact’ liquid object
BillingAddress
BillingCity
BillingState
BillingZipCode
BillingCountry
Contact liquid object occurrence
item from
on system pages
on system emails
on autoresponder emails
on form submission
on create module item submission
on workflow and follow-up emails
6) Add these fields to Import/Export processes
add billing address fields to contact import/export
add shipping address to order import/export
7) Restore to default "checkout" form upgrade
Remove adding hard-coded shipping fields to the HTML layout of the form with the type "checkout" when clicking "restore to default" on form layout
Alphabetised Related Products list
Original description:
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.
This means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.
This needs to be alphabetised based on the name of the product as well as have a search function so you can quickly locate the correct product to add.
Improvement:
Both alphabetical list and search fields added to Related Products UI.
Allow the capture of user input data (text) against a purchased product.
New Attribute type
User Input field
Output via liquid
Add new attribute type to ‘item_attributes’ liquid component.
Should be output as a text input on the default attributes layout.
Add it to the orderline of ‘order’ and ‘shopping cart’ object (the same as any other attribute data)
Advanced Logic of the attribute type
If a product with User Input attribute is added to cart more than once, unique text input should specify unique orderline (order, shopping cart), as opposed to adding an additional quality to the same product orderline.
Product Import/Export
Output value via Export function and apply value via an Import
1) Add new properties to the Settings -> Misc => Recaptcha Settings group (under Recaptcha Version field)
reCAPTCHA v2 Site Key
reCAPTCHA v2 Secret Key
reCAPTCHA v3 Site Key
reCAPTCHA v3 Secret Key
All of these fields should be empty by default
2) Rename incorrect reCAPTCHA labels
Rename all ‘Recaptcha’ labels in admin to ‘reCAPTCHA’
3) Add the reCaptcha property to the ‘this’ object of the form:
the value should be determined based on what reCaptcha is added to the form.
If no reCaptcha is added to the form - set null
Use Settings -> Misc => reCAPTCHA Settings group fields to retrieve keys for the object.
If reCAPTCHA v2 Site Key, reCAPTCHA v3 Site Key are empty - use our system keys
4) Add property ‘system_recaptcha_sitekey’ property to the ‘request’ liquid object which renders the key as saved above or the system key if no custom key is available:
6Lf2cGcUAAAAABbL4aDrclASNZx9S3uaI9EvpvlI
5) Replace reCAPTCHA key instances for the following:
all web form layouts
default form layouts (when generated by restore to default request)
system form layouts (when generated by toolbox request)
System pages
401
reset-password
request-reset-password
System pages default layouts (when generated by restore to default request)
401
reset-password
request-reset-password
CMS ‘Add scripts to head’ functionality (for Google reCAPTCHA API)
6) Change reCaptcha validation logic to use the secret key and site key stored in Settings -> Misc => reCAPTCHA Settings (or system keys if null)
1) Create a new Settings section on a module settings page
Called “Follow Up Emails” which includes the option:
Enable Follow-Up Emails (checkbox) - preset to ‘true’ for Events module
Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true.
2) Create a new tab "DEFAULT FOLLOW-UP EMAILS" on a module edit page
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
Content:
List of default follow-up emails
ability to add new default follow-up email
ability to edit and delete default follow up email
Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)
3) Create a new tab "CUSTOM FOLLOW-UP EMAILS" on a module item edit page
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true.
Content
“Send only custom follow-up emails” (checkbox)
When enabled, allow to add/edit/delete custom follow-up emails
Date Field (dropdown) - list of module item date fields
system fields:
Release Date
Expiration Date
Event Date Start
Event Date End
custom fields (display name is the name of the custom field)
on edit
do not allow to save follow-up if Date Field is empty (only set field to be empty if the saved alias belongs to the date field that doesn't exist anymore)
6) Follow-Up Email sending logic
If the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
Schedule sending follow-up emails for each module item (for each subscriber to this module item) based on the selected date field:
For module items that have ‘Send only custom follow-up emails’ = true
send only custom follow-up emails
if there are no custom follow-up emails in the list - no email will be sent for this module item
For module items that have ‘Send only custom follow-up emails’ = false
send only default follow-up emails
7) Email liquid
‘this’ object should contain the following properties:
item
object that contains same fields as item from component type module (including event fields)
member
module item subscriber
8) Site Plan Restrictions
Allow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher
Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS
If site's plan is ESSENTIAL
disallow sending followup emails
if plan will be restored to BUSINESS or higher all follow-up emails that wasn't sent while site plan was ESSENTIAL should NOT be sent after plan upgrade
9) Admin User Role permissions
Ability to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction
Add following admin user role permissions:
Emails
Can View
if disabled; hide 'Email Notifications' -> 'Emails' menu item and do not allow to open 'Email Notifications' -> 'Emails' page
Follow-ups
Can View
if disabled; hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view
Can Add
Can Edit
Can Delete
these 3 restriction above should allow to view ‘add’, ‘edit’ and ‘delete’ buttons on DEFAULT and CUSTOM follow-ups pages
Follow-up Emails
Can View
allows to see ‘Follow-up Emails’ tab on mail ‘Notifications’ -> ‘Emails’ page
Can Add
allows to show ‘add’ button on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
allows to show ‘Add new follow-up email’ button on create follow-up form
Can Edit
Can Delete
these 2 restriction above should allow to view ‘edit’ and ‘delete’ buttons on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
On create new admin user role
set all permissions above to true by default
For all existed admin user roles
All permissions above should be false
On update from v6.5 to v6.6
Add to all existing admin user roles following permissions with preset value
‘Emails’ -> ‘Can View’ with value TRUE if
current user role permission has ‘Workflow Emails’ -> ‘Can View’ == true
10) Duplicating module item logic
Duplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item
Duplicate ‘Custom follow-ups’ when duplicating the module item
If item or custom module has expiry date and those modules expire - they should disappear from site map.
Sitemap and robots.txt
If there is no robot.txt file or it is there but empty, paste it there:
User-agent:*
Disallow:
Sitemap: link to sitemap as it is now
otherwise, we do not update the robots.txt file at all
in this way, we will pre-install default settings on all new sites - and if the file is not empty, then we consider that it is already customized and we do not touch it
and if they want to reset to default - let them delete the file or make it empty
The ability to send a custom email to the subscriber with information about the event they had purchased and anniversary emails to subscribers based on the course date ie. -3, +3 so you can easily remind participants of the event and then request feedback about it. And being able to download a report of all event …
Request for BC Equivalent Functionality - The ability to add a user-input field to a product listing to capture details specific to that product. For example - embroidery on a shirt, message on flowers or icing on a cake etc.
This is functionality that BC provided and appears to be common in eCommerce solutions, it would be great to be able …
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.
This means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.
This needs to be alphabetised based on the name of the product …
The ability to show thumbnail in Custom Module table.
Where a Custom Module has an Item Property>Custom Property that is type Media.
In that Custom Module’s > Table of items can we add the option to show a thumbnail of the actual image as well as the current option to show its …
Opening up the API for authorised access to site data would really enhance the already excellent functions available within each site.
It could allow access to site data for external software, programs and other websites and I believe would increase the appeal of the platform.
Current phase API's:
1) AUTH
- Retrieve access token
2) CRM ORDERS
- [GET] Get Orders List
- [GET] Get Single …
Currently, the system will allow for a report on Customers and Orders, which can be filtered by Product, however, the results display ALL of the customer’s products in the order that contains the product that you’re filtering by.
What we really need to is to be able to see all customers who purchased a specific product – but without displaying …
Custom Reports would be generated significantly faster than before.
Improved Custom Reporting would be available through feature flag (disabled by default).
You need to enable it manually for each site if you want to experience the …
Show button only; if an extension is installed and if an extension has settings
Allow Portal Users to get full access to the ‘Extensions’ tab (like Agency user has)
Extension: Website Backup
Add new extension to the list of current extensions:
Website Backup (beta)
Short Description: Manage your site backups (schedule, restore, etc.)
Information: Manage your complete site backups (manual, automated schedule, restore, etc.) and enable item rollback capabilities for Content Templates, Pages and other Modules
Pricing is free during the beta period
Note: Backup extension is only available for sites running v6.4 or higher
Once Restore backup process is triggered, show confirmation window with the following text and buttons: “Your current version of the site will be restored to the backup version. Please make sure you have made a backup of the site before starting the restoration if this data is important for you.”
Ok | Cancel
If clicked Ok:
check if site is live or trial
if trial - check if site plan is lower than plan of the backup
if site plan is lower than in backup - upgrade site plan to the one from backup
Show loader with progress
Disable all backups (show in gray and hide action buttons)
Check if reseller from the backup is the same as the current site's reseller
if true
Show loader with progress
Disable all backups (show in gray and hide action buttons)
If false
Show error popup: “You cannot restore a site from the backup due to permissions issue.”
restore
Custom Icons for admin menu
Appdata -> Custom Admin Menu json file
FTP files and folders
DB
restart site
remove loaders and enable all backups
Actions and buttons:
Cancel backup restoring
shows confirm message before perform the action: “Are you sure you want to cancel the restore backup process”
shows confirm message before performing the action: “Are you sure you want to cancel the upload backup process”
Error message when there is not enough storage for uploaded backup file: “You've run out of storage for the backups. Please upgrade your storage.”
Backup logic
1) Steps
Backup
DB
FTP files and folders
Appdata -> Custom Admin Menu JSON file
Custom Icons for admin menu
Store them to the encrypted file with the name
{siteSubdomain}-{datetime}.seed
Update progress on each step
2) Exceptions flows
Backup file size is greater than available storage
Based on the value of ‘Behavior On Low Storage’
Email me and skip new
Delete attempted backup files
Send “Low Storage Email” system email to reseller
Remove oldest and create new
if Backup file size is greater than full storage limit
Show message: “You've run out of storage for the backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.”
Follow ‘Email me and skip new’ flow
else
Get list of backups in order: createDate DESC
Delete backups starting from the first in the list until there will be enough space to store the backup
Only one backup or restore process is allowed for the same time. Show error message if trying to perform backup or restore once another process is working: “Only one backup or restoration process is allowed for the site at a time. Please wait until the current process is finished or cancel it and try again.”
Low Treepl Storage Email:
Send to
{ResellerEmail}
Subject
You've run out of storage for the {site_name} backups.
Content
You've run out of storage for the {site_name} backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.
Upgrade
Logic
“Upgrade” button will lead to the ‘Portal’ -> ‘Site’ -> ‘Extensions’ -> ‘Website Backup’ settings page
Treepl Storage
Setup S3 bucket storage for all backups of Treepl storage.
Setup it on the same DC where the Treepl portal is located.
Setup 1GB of storage by default.
Extension uninstall behaviour
Do not delete all backup data stored on Treepl storage if partner clicks uninstall backup extension.
So if the extension is reinstalled at a later time - all previous backups would still be available.
Page Rollback Option
0) Store files for downloadable products on FTP
Move all current files for all products to ftp folder "/_downloadable_products", with file path using the folwing format: “/{productId}/{filename}.{fileext}”
New files stored in folder "/_downloadable_products" on product saving using the above file path format.
Deny access by URL to any file in this folder (show 404 page not found)
When new file is uploaded - do not delete previous file from the folder. So if you apply rollback to the version where another file was set, you can restore access to it.
1) Rollback setting in module settings
Create new collapsable section in module settings titled “Extension Settings” which provides the ability to enable rollback options in the module.
NOTE: Rollback is enabled by default for ‘Page’ module and ‘Content Templates’ for all site plans regardless of the Backup extension being installed or not.
Rollback options are only provided for the site if the Backup extension is installed and is not expired - except for ‘Pages’ and ‘Content Templates’ which have rollback turned on by default.
3) Rollback listing on Items and Content Templates
Show Confirmation popup: “This version will now be loaded for previewing where you will have the option to 'Restore' the changes.”
clicking on ‘Restore’ rollback button:
Will preset edit form by the values from the rollback record (omitting values that could not be restored. If the property type is not the same as in the rollback - set empty value to the property)
change name of the Save button to Restore
This action requires user to click Restore in order to finalize restoring process
Show warning messages near fields that are not restored correctly
When clicking ‘Delete’ rollback button:
Delete rollback record from DB
Restrict Delete operation for all admin users except Partners. If user with another role triggers Delete rollback action, show message: “You don't have permission to perform this action”
7) Permissions
Add permissions to the following modules:
Each Custom module permissions group
Default Custom Module permissions group
Page permissions group
Content Template permissions group
Blogs permissions group
Blog Posts permissions group
Banner Groups permissions group
Banners permissions group
Galleries/Sliders permissions group
Slides permissions group
FAQ Groups permissions group
FAQ Questions permissions group
Authors permissions group
Products permissions group
Catalogs permissions group
Events Group permissions group
Event permissions group
Restrictions:
Can View And Manage Rollback History, if restriction is disabled:
do not show history button on item edit form in admin [UI]
block get history api endpoint [BE]
Can Enable/Disable Rollback On Module Settings, if restriction is disabled:
Hide Enable Rollback checkbox on module settings [UI]
Skip saving new value of Enable Rollback checkbox on editing module settings [BE]
Add Page for domain redirects management under ‘Settings’ -> ‘Domains’ -> ‘Domain Redirects’ tab ( https://invis.io/TQ11WXQDKYE4 )
Logic is the same as for the portal
Add/edit redirect form
From URL (dropdown) {list of all existing domains for the site, including www versions if existed}
To URL (dropdown) {list of all existing domains for the site, including www versions if existed, except domain selected in From URL}
Enabled (boolean) determines if redirect should be applied to the site or not
Add/edit redirect form logic
Add js that will exclude a domain from ‘To URL’ each time ‘From URL’ is changed
In order to apply redirects, the user needs to click ‘Apply’ button under the list of redirects. Otherwise, all changes will be lost once the user leaves the page
Show standard warning message if a user made any changes and go out of the tab without clicking ‘Apply’
Once clicked ‘Apply’:
Show confirmation popup with text: “Please note that we'll need to restart the site in order to apply the changes. The site will be unavailable for a few minutes right after the restart. Do not refresh the page, this will result in the"service unavailable" error.”
If clicked OK - show full page locking loader and wait until the site will be reloaded. Then hide loader
Add sending form workflows after retrieving successful payment webhook (missing workflow logic for payment forms that redirects to payment site after submit)
Use Cases
Payment method = PayPal
Stripe 3D secure
Logic
if Form Submission Data contains customWorkflows field
take a list of workflow ids from it
else
take a list of workflows attached to the form in the settings tab
BUG FIXES
In SEO tab - SEO priority change after every saving
Extra add-on that allows performing scheduled automatic backups of FTP files and database of the site saving it to an archive that can be stored locally or within a 3rd party storage service (Dropbox, Google Drive, …
Import Product (for new products only AND if Enable Shipping column is not specified in the file)
Send Invoice number to payment provider
On Payment Form submit after successful validation:
If current shoppingCart.invoiceNumber == null
Generate invoiceNumber
Set invoiceNumber to the shoppingCart.invoiceNumber
Set shoppingCart.invoiceNumber to payment data of the payment providers:
Eway
Authorize
PayPal Flow (simple payment)
Stripe (in metadata)
Recurring products + canceling subscriptions for recurring product
Reworked recurring models so they all work the same:
StripeWebHook
+ Stripe Customer Portal
PayPalWebHook
AuthorizeWebHook
Create Subscriptions
RecurringForms
Products
Events
New form type handler
+ Discount/GiftVoucher logic
Original Request
Ability to create products with recurring subscription.
It will operate in a similar way it did in BC.
0) Fix logic for forms that are NOT type "Generic" that have recurring secure zone/s attached
Add new validation rule on form submission handler:
If form type is NOT "Generic" AND any of the secure zones attached to the form are recurring
Return error with message: Recurring secure zone subscription is not allowed for the "{formTypeAlias}" form type
Add new validation rule on form edit action (tab settings) in the admin:
If form type is NOT "Generic" AND any of the secure zone attached to the form are recurring
Return error with message "{formTypeAlias}" form type is not allowed for the form that has recurring secure zones subscriptions assigned.
If form type is NOT "Generic"
Show all non-recurring secure zones AND any already selected secure zones (even if they are recurring secure zones)
1) Shopping cart recurring rules
Add validation for ‘add to cart’ and ‘buy now’ functions
All products in the shopping cart should have the same recurring type
allow only products with the same recurring type to be added to the shopping cart. (This restriction should be applied because token payments don't allow creating multiple subscriptions for different recurring periods using one single payment token)
2) Recurring Orders
Once recurring order is created - mark it as “Main”
All orders that will be created by recurring payments for future payment cycles should be marked as “Suborder”. Link this order to the “Main” order.
Design for displaying “Main” and “Suborders” in the order list:
Description: instance id of the main order if current order is a recurring sub order
if order has NO recurring subscriptions or the order is Main in recurring order sequence
null
else
id of the main order
`isRecurring` (boolean)
Tag output:
Description: true if order has attached recurring subscription
`hasActiveSubscription` (boolean)
Tag output:
Description: true if order has attached recurring subscription AND it's state is Active, PastDue or Incomplete
[UI] Add "Cancel Subscription Form" to "CRM" toolbox menu (Show starting Pro plan)
Code Generated:
if the form is submitted by a user who is not logged in
show system error-page. With message: Not logged in users are not allowed to cancel subscriptions
if the form is submitted by a user that doesn't belong to the subscription
show system error-page. With message: You can't cancel the subscription that wasn't created by you
After cancelling a subscription:
Still show main order and sub orders on “order” > “suborder” tab
do not show cancel subscription button
4) Recurring Events
Add ability to create recurring event subscriptions.
add system field “Recurring Type” to the event system fields list (same field that is used for secure zones)
once payment is made using ‘SingeItem’ form linked to the event with “Recurring Type” not equal to None
create recurring subscription order using event price and period selected in Recurring Type
On event delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
5) Recurring Generic Forms
Create a new form type for general recurring payment
“Recurring” (for general forms with arbitrary recurring payment collection)
Only show and allow recurring secure zones via form’s Settings -> Secure Zones dropdown
add “Recurring Type” setting on Form -> Form Builder tab.
Do NOT show “None” option for Recurring Type
[UI] Show “Recurring Type” only if selected form type is “Recurring” (for both: create and edit form layouts)
On Create form action
if Form Type is Recurring
Automatically add "Accept Payment" field to the form
If Recurring Type accidentally comes as NULL or None
Set ‘Daily’ by default
On Edit form action (Form Builder tab)
if Form Type is Recurring
If the "Accept Payment" field is not selected on the form builder - show an error: Recurring form can't be saved without the "Accept Payment" field
If the "Email" field is not selected on the form builder - show an error: Recurring form can't be saved without the "Email" field
on Recurring from submitting (accident cases that should be prevented by the logic described above but still may happen due to unexpected errors)
if Recurring Type is (NOT equal to None AND is NOT NULL)
create recurring subscription order using form price and period selected in Recurring Type
else - show error message: Recurring form can't be submitted without the "Recurring Type" field
if the "Accept Payment" field is not selected on the form - show an error message: Recurring form can't be submitted without the "Accept Payment" field
6) Recurring Product
Change “Recurring Type” property options to be the same as for secure zones
Show error on checkout submit if products with different Recurring Types are added to the shopping cart: Recurring type [typeName] is not allowed for the current payment: gateway
create recurring subscription order using product price and period selected in Recurring Type
On product delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
7) Submitting form with recurring payment error cases
On form with recurring payment submit
If PaymentMethod is CreditCard OR Paypal
if PaymentMethod is FREE AND totalPrice after discount is 0 AND discount applies for ALL recurring payments
proceed request and create order
else
Show validation error:
This payment type is not allowed for the recurring subscription
OSE (Nice)
UI
add new Froala WYSIWYG editor
remove jQuery dependency from nice frontend implementation
BE
Add Nice content wrapping logic (like it was in v5)
Add simple text blocks wrapping logic (like it was in v5)
Add Nice scope collection and output via js for frontend scripts
CRM contact ‘States’ improvements
Add new Secure Zone verification setting to:
Settings -> Misc -> CRM Settings ️
Enable email verification flow (Default = true)
When false: ️
Do not send (or require) a verification email for secure zone subscriptions
On login - do not show validation error if isEmailVerified property of the member is false and just log the user in
Improve Secure Zone registration logic️:
If a user submits registration form with correct email and password (or if EnableEmailVerificationFlow=false AND if is first registration form submit): ️
automatically log user in if isEmailVerified=true or EnableEmailVerificationFlow=false
Edit Account form - change email address
When member changes email address - create internal request for new email ️
Validate if new email is not used ️
if used - return false result
If Enable email verification flow == true ️
Set new email to desiredEmail property of the contact record
Send verification email ️
If verified ️
replace email with desiredEmail value
Else ️
allow login under old email until confirmed
else ️
replace email with desiredEmail value
CRM contacts ‘states’ indicator ️
Ability to see state of the CRM contact ️
CRM contact crmType=Contact (no icon)
CRM contact crmType=Member AND isEmailVerified=true (blue icon)
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=false (blue icon)
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=true (grey icon)
Update CRM Contact data scopes improvements and refactoring
Update CRM Contact data scopes improvements
Refactor the CRM contact update function based on the following existing update scopes:
Update CRM contact from Admin UI Scope
Allow editing if
User is logged in into Admin UI via admin login form
Disallow editing following fields
IsDataUsingAllowed
Update Account Form Scope
Allow editing if
User is logged in via site login form
Disallow editing following fields
Role
Update CRM Contact Form Scope (form rendered by )
Allow editing if
User is logged in via site login form AND has Role==Admin
Disallow editing following fields
IsDataUsingAllowed
Role
Update CRM Contact via general form submit Scope
Disallow editing following fields
All Contact Fields
If (see Update CRM Contact and related data fix)
Update CRM Contact via stripe customer portal Scope
Edit following fields on "customer.updated" webhook retrieve:
Email
Country
City
State
Address
ZipCode
Phone
Update Stripe customer data on update CRM contact action
On any update account scopes (except Update CRM Contact via stripe customer portal scope)
if CRM customer has stripe customer relationship.
update the following stripe customer's fields:
Email
Country
City
State
Address
ZipCode
Phone
Update CRM Contact and related data fix
On general form submit
1) If CRM Contact by formSubmissionData.Email is already exists AND CRMContactRecord.crmType==Member
if form is a registration form AND Enable email verification flow == true AND CRMContactRecord.isEmailVerified==False
Go to Point 2)
else
Skip updating existed CRM Contact data by info in formSubmissionData
Skip updating Advanced CRM Group fileds if group is attached to the Contact data
however create groups for Form Submissions, Orders and Event Bookings with the info from formSubmissionData if group is also attached to the appropriate CRM entity
2) else
Create or update CRM Contact data by formSubmissionData
If formSubmissionData.<contactFieldAlias> == "" - DO NOT update CRMContactRecord.<contactFieldAlias> ️
Create or update Advanced CRM Group fileds if group is attached to the Contact data using info in formSubmissionData
If formSubmissionData.<AdvancedCRMGroupfiledAlias> == "" - DO NOT update AdvancedCRMGroup.<AdvancedCRMGroupfiledAlias> attached to the CRM Contact ️
If form is a registration form
follow the registration process (improvements to the registration process are described in CRM contacts states improvements)
Update form field names for consistency
Change names for all fields from Camel Case to Pascal Case (start with capitalized letter) in order to set them to standard.
This change is backward compatible.
Change names on ‘Update Account Form’ layout:
email => Email
firstName => FirstName
lastName => LastName
confirmPassword => ConfirmPassword
password => Password
oldPassword => OldPassword
site => Site
address => Address
phone => Phone
city => City
state => State
zipCode => ZipCode
country => Country
status => Status
notes => Notes
All advanced crm group fields => UpCase first letter
If new invoice number is bigger or equal to the next invoice number in invoice number sequence
next invoice number value in invoice number sequence to new invoice number+1
Check Wholesaler status on payment flows
For all forms
if from has field Accept Payment AND (formType is SingleItem OR Checkout)
Compare current logged in user type with CRM contact record determined by email in formSubmissionData (if no user is logged in - set as Consumer)
If they are different - show an error message: The submitter and CRM member types do not match.
Import Contacts improvement (update email flow)
On import for each contact record
if row contains id
if contact record found (by id)
if record email is different from import value
if there is no such email in the DB
change email for the record
else
skip whole record update process
else
update record
else
skip whole record update process
else
try find contact record by email
if found
update record
else
create record
Add .stl .dcm extensions to the CMS
Add ability to upload files with extensions:
.stl
.dcm
Restrict selecting child module that is already set as parent to another module
Module -> Settings -> Advanced settings:
Allow creating foreign items from other existing Custom Modules setting
if the selected module is changed:
Do not allow to save linkage to that new module if it is already linked to another module as a parent or a child module. Show error: This module already has parent-child relation
Bug Fixes
Import the same items - doesn't work autocomplete URL's
Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') on Product not correct display ID of item
Put on the order page, invoice or workflow Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') - in this object not correct display id of the product https://prnt.sc/1xa0rsw
it results in Liquid Error: Expression of type 'System.Nullable`1[System.DateTime]' cannot be used for return type 'System.Object'
Admin Reset Member Password - in liquid add info about who was reset password
Go to system email -> Admin Reset Member Password
Put in email Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') tag and reset some user password - email doesn't receive https://prnt.sc/1wmyclo
Expected:
In liquid should display email and name that user who change password https://prnt.sc/1wmypip
Actual:
Email doesn't work with Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') tag
Pay attention these fields do not appear in the results http://joxi.ru/a2XNoY7TQ7gWLr although they are in contact and are filled
Menu/Domains - not correct order in links
Go to Menu -> create a new item and assigned link -> in list of pages not correct order https://prnt.sc/1yr1vu6 AND https://prnt.sc/1yr3z1e
Liquid Error in Deferred Order Payment Email
Go to https://stage-test.trialsite.co/admin/system-emails/336 and add Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') on email content
Notify the client with this message http://joxi.ru/L21BOJ3twvzX4A
Expected: the customer received an email with the correct content
Actual: Liquid Error: Self referencing loop detected for property 'OrderStatus' with type 'eCommerce.BusinessModel.DomainModel.OrderStatus'. Path 'Order.OrderStatus.CustomWorkflows[0]'. http://joxi.net/gmvXNVjCewd93A
Implemented improved logic of parent item assignment.
(1) When performing import from:
Tree View Root or List View
If the `Parents` column is empty - all items will be assigned to the root level (they will have URLs like "/module-slug/item-slug")
Particular folder item from Tree View
If the `Parents` column is empty - all items will be assigned to that particular item (they will have URLs like "/module-slug/particular-folder-item-slug/item-slug")
(2) If `Parents` column is not present in the import file
if row represents new item - take parent like described above for empty column (1)
if row represents existing item (`External Id` column contains ID of the existing item in DB) - do not apply any changes to Parents relationship.
(3) Added improved logic for parent relationships in import/export file
Now item’s sequence is not required to be order "parent items first then child items".
Import process will determine relations between all items based on
url list from `Parents` column
slug from column `Url Slug`
existing URLs from DB
and will create proper tree based on that data. So if you are trying to assign new item in row #2 to the parent that should be an item from row #3 - the only thing you should do is to use the correct parent URLs in `Parents` column. Example:
External ID
Item Name
Url Slug
Parents
Test SubItem
test-subitem
/module-slug/test-parent
Test Parent
test-parent
/module-slug
In this case the import will determine that ”Test Subitem” should be a child item to ”Test Parent” (regardless of the fact that is in the next row). So it will create the item from row #3 first and then create the item from row #2 and it will attach ”Test Subitem” to the ”Test Parent”, eg:
Test Parent |___Test Subitem
(4) When retrieving new URLs after the new parent’s assignment:
If any of them already exists
If ’Settings’ > ‘Misc’ > ’Disable autocomplete for already taken URL slugs’
is true: show error and will skip applying changes to the item
is false: find such "-[number]" suffix to the item slug that all new urls of the item is not existing in the DB or prepare to be added from the current import file - see (3)
(5) If item contains several parents (or should be attached to several parent items) - their URLs should be listed in column `Parents` separated by ";":
Parents
/module-slug;/module-slug/test-parent
When applying parent relationship changes, import will show error and will skip applying changes to the item, if:
at least one of the parent urls
is not existing in the DB OR
is not successfuly prepared to be added from the current import file - see (3) and (4)
Import will show error and will skip applying changes to the item if you set up several parents to the item and the parent item Module doesn't have setting "Allow multiple parents" == true.
6) Import will show error and will skip applying changes to the item on update item if `Parents` column contains URL of the current item (item could not be set as child to itself!)
NOTE: If an error will be applied to the item that is supposed to be a parent to some other items in the import file - all those child items will not be added/updated as well because of the error that one of the parent URLs does not exist as described above in (5).
Page Caching Improvement
Caching Logic:
When site visitor requests a page, try to find the page in the cache by URL
(A) If found and could be shown (see The logic when show page from the cache below)
If page was cached less then 10 seconds ago
render html from cache
else
go to (B)
(B) else
render the page via liquid engine
If page could be added based on the ‘The logic of adding to the cache’ described below
add the page to cache
set timeout for page - 10 seconds
if while page parsing there was a parse of the {% component type:"shopping_cart" %}
Set to cache objectCachedPageObject.UsedShoppingCartOnPage = true
Cached page object should contain following data:
URL [string]
DateCached [datetime] (default)
Current DateTime
HTML [string]
UsedShoppingCartOnPage [bool]
The logic of adding to the cache:
If a visitor is a logged in user
DISALLOW add to Cache
else
If ShoppingCart == null or ShoppingCart.items == 0
ALLOW add to Cache
else
If CachedPageObject.UsedShoppingCartOnPage == true
DISALLOW add to Cache
else
ALLOW add to Cache
The logic when show page from the cache:
(1) If a visitor is a logged in user
DISALLOW show page from the cache
else
(2) If ShoppingCart == null or ShoppingCart.items == 0
ALLOW show page from the cache
else
(3) If CachedPageObject.UsedShoppingCartOnPage == true
DISALLOW show page from the cache
else
ALLOW show page from the cache
Here are the tables that represent all rules above:
(1)
Visitor is logged in user
FALSE
TRUE
ToShow
See table 3
FALSE
ToCache
See table 2
FALSE
(2)
ShoppingCartIsNullOrEmpty
TRUE
FALSE
UsedShoppingCartOnPage
TRUE
FALSE
TRUE
FALSE
ToCache
TRUE
FALSE
TRUE
(3)
ShoppingCartIsNullOrEmpty
TRUE
FALSE
UsedShoppingCartOnPage
TRUE
FALSE
TRUE
FALSE
ToShow
TRUE
FALSE
TRUE
FTP sync time improvement
Significantly increased sync time when update pages, templates, snippets etc via FTP
Fixed site errors when upload more then 100 files at once
Bug Fixes
Slowly works page
Fixed slow page load speed when used a lot of content for secure zone
not correct this.RecipientName where it should be this.PurchaserName
In Gift Voucher layout Uses this.RecipientName where it should be this.PurchaserName
http://prntscr.com/t0ibqq
/admin vs /Admin
Go to https://stage.treepl.co/Admin and https://furnitura-copy-site.etrnl.me/Admin
Error 404 on v6 http://joxi.ru/DrlW3MEhK0MwzA
Export - Secure Zone Expiry dates wrong/Import - assign Secure Zone
Go to Contacts and do export
Pay attention on exportin file all Expiry Dates = "2099-12-11" http://joxi.ru/Y2LaoD8txvRpvA
URL with symbols doesn't open / download
Upload file via form (attached or https://stage-test.trialsite.co/admin/contacts/10163/form-submissions/10302)
Try download file from form http://joxi.ru/D2Pnoy6twRlJyr or file manager http://joxi.ru/p27YyEgCLxvn6r
Attributes - set up a lot of domains
Create on Domains more than 3 and set up different currency
Go to Product -> cteate attributes -> save all prices 0 https://prnt.sc/1v0q2z9 -> display "show more" https://prnt.sc/1v0q4fv
Order of catalogs not correct
Go to Products
Open Catalogs tab - catalogs display is not correct order like on page Catalogs https://prnt.sc/1u8adja
Custom module - sorting by tags doesn't work
Go to custom modules and enable tags
Add some items with tags
Create new table with property "Item Tag " http://joxi.ru/L21BOJ3twVDRbA
Try sorting items in list view http://joxi.net/YmE5opqTG9LbPm (it works in v5)
Error after clicking on the "login" button
Click on the "login" button without filling in the email address and password field https://prnt.sc/1upqpsv
The following error will be displayed https://prnt.sc/1uqyzqy
Orders - Order statuses
Go to https://furnitura-copy-site.etrnl.me/admin/ecommerce-settings/statuses
first bug - http://joxi.ru/xAeoWX8UMVqObm deleted items are showing in order editing
second bug - http://joxi.ru/GrqakBVtzbq7nr after renaming the order status changed the name to the previous one after editing the content http://joxi.ru/ZrJKojEFQkljNm
third bug - new order status emails used the content of previous emails http://joxi.ru/eAOOo65cvGl3zA
Advanced CRM Groups - Сhanges order after creating a new field and reloading the page
Go to Advanced CRM Groups
Create new fields in any CRM group and click save
Reload page
Pay attention new fields change their position (https://www.dropbox.com/s/giv4det5q1faf2x/CRM%20random%20fields.webm?dl=0)
Advanced CRM Group - not display on thanky, workflow and autoresponder
create form with adc crm group (set up all types https://prnt.sc/1ubwm1q)
On thank you, workflow and autoresponder - not display info https://prnt.sc/1ubjuh1 https://prnt.sc/1ubjwcn
6.2.0
Public Backlog Features
Unassign secure zone from front-end
CRM contact Role field
Add system field to the CRM contact record.
Place it on the edit contact form and contact details page in the admin.
Add Admin User indicator on the contact list.
Field description:
Name
Role
Type
select
Values
General
default
Admin User
Restrictions:
Count CRM users with role Admin User as invited admin users to the site. Apply Site Plan restrictions to invite admin user or save new CRM record with role Admin User based on SUM of admin users plus CRM records with role Admin User
Show same error message on trying to create CRM contact with role Admin User as on inviting admin users.
Create update member subscriptions form handler API
endpoint
/forms/members/update-subscriptions.ashx
Add support of the jsonResponse param in GET params of the endpoint
Validate submission:
If the currently logged in user is not null AND he has Role == Admin User
if formData.userId is empty - show validation message
UserId field is required
elseif user can't be found by formData.userId - show validation message
User with specified id doesn't exist
elseif user found by formData.userId has role Role == Admin User - show validation message
Users with "Admin User" role can't be updated
else
Proceed to update member data the same way as it works in the admin UI
else
Set Error message to the formSubmissionData:
Action restricted for your user role
if jsonResponse
render formSubmissionData as json response similar to other form submissions
else If current logged in user is null
Redirect to the 401 system page.
Admin UI -> CRM contact -> Subscriptions sort order
Add ordering to the Show Secure Zones list
show in alphabetical order by secure zone name
Component for the info form
Default layout
<form action="/forms/members/update-member.ashx" method="POST" enctype="multipart/form-data">
<input type="hidden" name="userId" value=""/>
//similar content as generates for update account form in /api/forms/system-form-templates ProfileFormTemplate
// including advanced crm groups attached to the Contacts
// replace request.currentmember. in values with this.member. in order to correctly fill the data into the form
</form>
Toolbox
Secure Zone -> Update Member Form
Form validation and processing
Create update member form handler API
endpoint
/forms/members/update-member.ashx
Add support of the jsonResponse param in GET params of the endpoint
Validate submission:
If the current logged in user is not null AND he has Role == Admin User
if formData.userId is empty - show validation message
UserId field is required
elseif user can't be found by formData.userId - show validation message
User with specified id doesn't exist
elseif user found by formData.userId has role Role == Admin User - show validation message
Users with "Admin User" role can't be updated
else
Proceed to update member data the same way as it works in the admin UI EXCEPT of the Role and IsDataUsingAllowed fields.
These fields are not allowed to be updated via this API. No error message is needed just skip the role field from the formData if it occurs there.
else
Set Error message to the formSubmissionData:
Action restricted for your user role
if jsonResponse
render formSubmissionData as json response similar to other form submissions
else
Redirect to the 403 system page.
Import/Export Process for field Role
Do not add this field to the import and export contacts process.
The role could be assigned only via admin UI
Create mailing list based on custom report
Custom Report Changes
Add Mailing List Sync group to the Custom Report -> Settings tab
Fields:
Enable Sync With Mailing List
checkbox
once selected - show fields below
Mailing List
dropdown
required once Enable Sync With Mailing List is selected
values
List of all mailing lists
DO NOT ALLOW to select a mailing list that has already been used by another custom report
Update Period (in hours)
number (int)
save 0 by default
Sync Type
dropdown
values
"Add All Users From Report" (default)
"Adjust Mail List Users To Be The Same As In The Report"
"Remove Mail List Users That Are Collected In The Report"
find all contacts from the report that are not added to the mailing list
add those to the mailing list
else if report.SyncType == "Adjust Mail List Users To Be The Same As In The Report"
unsubscribe all contacts from the mailing list that are not matched to the report contacts
subscribe to the mailing list all contacts from the report contacts that are not subscribed yet
else if report.SyncType == "Remove Mail List Users That Are Collected In The Report"
unsubscribe all contacts from the mailing list that are matched to the report contacts
Native Comments
Plan Restriction
Available starting from Pro
Comments General logic description
Comments may be threaded (i.e. commenters can respond to existing comments) or flat (a chronological listing of comments).
We should have the ability natively to emphasize the module item’s author comments.
use item.addedBy of the module item and comment.author.id in condition in liquid comment layout
Comments should have the ability to be added to any module items and products.
Prevent liquid and html in comments
html encode and wrap on liquid
Ability to mark comment links as “no-follow” for SEO reasons (auto-apply nofollow to the links on rendering or saving process)
Allow sending rating with comment
Available rating range 1-100
Add ability to delete comments
Add ability to edit comments
Add admin UI for comments and comment settings
Add ability to assign workflow notification once a comment is created
Comments Moderation
Add ability to moderate comments
Add page Content -> Comments
Apply workflow to send a notification once the comment is created
Moderators would receive a notification of new comments and have the ability to approve or deny comments.
wrap in content before adding it to the liquid object
Prevent HTML in comments
strip all HTML from the body
find all links in the content and wrap it in <a href="[link]" rel="noindex, nofollow" >[link]</a>
Comment submit form
The form should contain the following fields
Body
string (multiline)
Rating
number
min 1
max 100
reCaptcha v3
Send workflow once a comment is created (if comment settings for the module contain workflows)
If comment settings (moderation of the new comments) for the module required moderation - set the status to Pending
If not - set the status to Approved
Use Comment body saving rules once saving the item
Show error message if comment settings (comment sending policy) is Comment Once Only and currently logged-in member already has at least one comment to the current item
Error message
You can't leave more than one comment for this item
Send workflow once a comment is edited (if comment settings for the module contain workflows)
If comment settings (moderation of the edited comments) for the module required moderation - set the status to Pending
Clicking on any of those should trigger print action of the corresponded layout (Invoice layout is an Invoice system email content).
Bug Fixes
An issue with grouped items import
After the products import, the grouped items were broken if the shipping was enabled for products.
Shipping Option - Radio button can't be enabled with the "Handling Charge" setting
Go to Shipping Options -> edit -> settings
Change the fee for "handling charge"
Go to shopping cart
The switch can't be enabled with the "Handling Charge" setting
Bambora - order is created in Bambora, but not created in the admin
Try to buy a product and on the last step -
Close the window
In Bambora the payment is created, but not in admin
Custom report - Advanced CRM group does not display in reports
Create an Advanced CRM group and assigned it to Contact
Create custom report -> Contact and Secure Zone - no info from CRM group
Copying a site without custom properties
After copying a site in Custom Module item for a CRM data source field was empty
Orders - does not send an email when the status changes.
When I change the status CRM>Orders, the system updates the status but doesn't send the email.
The detail layout is being returned instead of the list layout layout
When the grouped product was selected from the dropdown, the detail layout was displayed instead of the list layout was displayed instead of the list layout.
Email - incorrect tags display
These tags aren't displayed correctly and
Catalogs - deleted catalogs
Components->Ecommerce-> List of Catalogs -> Filter values - deleted catalog are displayed
Discount codes - stopped working
Some discount codes are not applied correctly on the front-end
Events - double import doesn't work
Go to Events
Create an Event group and import files from attachments twice
The error gets displayed after the second import
Email - Workflow Notification
The form name is displayed incorrectly in the Workflow Notification email
Tree view on items
Create more than 10 folders
Go to the second page and open one folder
Inside the folder create more than 10 folders
Go to a subfolder on the second page - incorrect URL display
Default shopping_cart - doesn't work
The default shopping_cart summary layout does not seem to be rendering anything.
Custom Module - random view works incorrectly
Initial randomized order of items won’t remain when navigating the pagination
Checkout form - incorrect info in admin
On checkout, when the user puts in shipping address, shipping city and shipping zipcode, that data overwrites the data the user has populated address, city and zipcode with. Does the user leave the shipping address blank on checkout, data the user has given as address for the crm gets deleted.
Bambora, PayPal - an email with “_”
Go to buy a product and put email test_@test.co
Pay with Bambora or PayPal - returns error
If user submitted checkout form with testt3606_@ - ORDER page stops working in the admin
Customize table - error on list when createing same name in columns
Create Property with name Description
Try to display this column on a table - error returned (validation required)
Like in BC it would be nice if one could print (style would be taken from Invoice email content) the invoice for the customer that you would included with the product when sending it to the customer.
Ability to print would also include shipping layouts (Packing Slip, Package Label layouts)
At the moment we would need to do all sorts of workarounds …
If the property order around is switched, only items with FieldOne == Test One
are displayed: searchScope: "{'prop_FieldTwo':'Test
Two','prop_FieldOne':'Test One'}" All queries other than the last one
are ignored.
6.1.4
Events
The following error is displayed: "Liquid Error: Field not found in row:
CustomerTypeName" instead of the event payment form for the logged in
user. If the user is not logged in, the form displays fine.
6.1.4
Setup Analytics
Google script is being inserted even if no analytics is set up
(https://prnt.sc/1e1b4lx - there is no account ID in this script).
6.1.4
Liquid CRM
Filtration by customer ID for the cases, orders, bookings lists and
custom CRM group output.
6.1.4
Liquid
Roll back the output of arrays in liquid with wrapping in [] .
6.1.4
Products and Events
Optimize products, events, related items, grouped items, and favorites functions
6.1.4
Custom modules
If you render Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index'), "Parent": null, ParentName and ParentUrl are missing on the page in the page folder.
6.1.4
SEO
This condition doesn't work: https://prnt.sc/1d358hv, when rendering on the system pages, nothing is rendered.
6.1.4
Liquid
The Id isn't rendered in the "orders" FormatSetting component: https://prnt.sc/1dzy1h8, therefore currency custom settings do not apply.
Customize table in Custom Module -> set up Added by - > the information isn't displayed on the list: https://prnt.sc/1bppzw6
6.1.4
Admin
Empty snippet -> create empty snippet -> add this snippet to the page -> there's a liquid error on the front end
6.1.4
CRM
When an admin user outputs information about contacts on the page
, there is an extra token field that the admin user should not see. And an admin user who has different tokens is rendered multiple times:
https://prnt.sc/1gnkgv4
6.1.4
ID
Keep old ids (one-digit) mapping to the new ones (four-digit) for the following
- Workflow
- Mailing list
- Secure Zone"
6.1.4
Export
Custom module export bug: the custom properties were missing in the Excel file.
6.1.4
Export
If there were more than 2 products in the order, the products were displayed incorrectly in the Excel file (https://prnt.sc/1gmcjwz).
6.1.4
Export
Custom modules incorrect custom fields order output to the Excel doc.
6.1.4
Import
After catalog import, only the root folder was applied to products.
6.1.4
Import
Bug: Internal error when importing the custom module.
6.1.4
Shipping Options
The test shipping option couldn't be deleted from the admin if it was selected in the order.
6.1.4
Blog
"Internal error" after selecting the author for the blog.
6.1.4
Event
Even if the "Enable Bookings" checkbox was disabled, the events weren't displayed on the frontend.
6.1.4
Orders/cases
With 6.1.4 if the payment is canceled by the payment provider, there will be an error message after the form submission attempt, the case and order won't be created and therefore the workflow and autoresponder won't be sent.
6.1.4
Sitemap
The sitemap was generated incorrectly if the expiry date and release date were disabled in the custom module.
6.1.4
FormSubmissionData
tag wasn't working correctly for the autoresponder, workflow and invoice.
6.1.4
Setup Analytics
The Tracking ID and View ID couldn't be saved in the "Setup Analytics" tab.
6.1.4
"Allow listing CRM contacts data" checkbox
Saving bug: the value of the "Allow listing CRM contacts data" checkbox wasn't saved properly (https://prnt.sc/1gmrhhs).
6.1.4
ID
Bug: incorrect user and form submission ID in the autoresponder.
6.1.4
ID
Note: If during the implementation you've hardcoded the IDs (e.g. secure zone or customer IDs), you'll need to change these IDs to the new ones.
6.1.4
Custom Module
Custom module create/edit functions:
1) The code (create/edit) is generated in the incorrect order: http://joxi.ru/v29Y8y7CR8ddK2
2) The categories are not saved: http://joxi.ru/nAy1g6eTa7yaYA
3) The tags from the form are not rendered to the front end: http://joxi.ru/E2pZxnMT4lOvbr
4) There's an error "access forbidden" after creating though an item is being created.
5) After editing the custom module the layout is changed to the default one: http://joxi.ru/n2YJo0YU73Gk3A
6) The redirect doesn't work when creating/editing (for instance, <input type="hidden" name="redirectURL" value="/my-new-confirmation-page">) a custom module:
http://joxi.ru/gmvXNVjCdkyvdA
6.1.4
Secure Zone
Create a form with a paid (daily) secure zone -> set up a form autoresponder Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') -> incorrect info about secure zone is rendered:
https://prnt.sc/1ginqhf
6.1.4
Liquid (concurrent processes error)
Intermittent liquid error when rendering menus: "Liquid Error: The process cannot access the file 'D:\iis\websites\4085\25585\ftp\Content\MenuLayouts\new_main_menu\Main Menu\menu.layout' because it is being used by another process.
6.1.4
Liquid (concurrent processes error)
Intermittent liquid error when viewing catalogs: "Liquid Error: Exception while reading from stream"
Select "Use default template" in the custom module settings - create an item and select "Use default template" - incorrect template is being displayed: https://prnt.sc/1be0xnr.
When you uncheck "Enable Bookings", the homepage layout completely breaks and for some reason ecommerce fields are shown in the backend and the event date fields are removed.
If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4, the items aren't displayed on the front end.
6.1.5
Custom module
If "Enable bookings" checkbox is enabled https://prnt.sc/1ibjad4 and Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') is rendered on the item detail, the information on "hide when full", etc. related to the event will be missing.
DWG and DXF file formats weren't supported for media downloads.
6.1.5
Email Marketing
The API Key value wasn't saved in the "API Provider" tab.
6.1.5
Custom modules, Update Form
Custom module Update Form bug: the update form wasn't adding the "/" before the image URL. Also, the custom properties were deleted after the custom module was updated.
6.1.5
Custom module
The field information and custom properties were displayed incorrectly in the workflow.
6.1.5
Pages
Only folders were shown and the pages were missing in the "pages" tab on the tree view after the page folder was edited and the "back" button was clicked.
6.1.5
Form / form submission
The form submissions had the incorrect time. The same issue was with event bookings.
6.1.5
Recaptcha
"Create Login", "Reset password" and "Update Account" form bug: if the Recaptcha v2 or v3 was set up, the error was displayed after the form submission.
6.1.5
Recaptcha
Bug: the user could submit a form without passing the Recaptcha verification. This affected the "Login", "Reset password" and "Update" forms.
6.1.5
Form / form submission
The autoresponder and workflow weren't sent after the form submission.
6.1.5
Emails
The system emails weren't sent.
6.1.5
Form
The redirect wasn't working for the "secure zone login" functionality and the user was redirected to the error page after logging into the secure zone.
6.1.5
Pages
The "Make item secure" functionality wasn't working correctly for pages and folders, the checkbox with the secure zone name couldn't be disabled.
6.1.5
Email Templates
The changes weren't displayed in the invoice even though the system template was edited.
Create a weekly paid secure zone -> pay for secure zone access -> an order is neither created nor secure zone is assigned to the user https://prnt.sc/1jflseu/, the form submissions are created
6.1.6
Site notifications
The issue with the email delivery is now fixed (this applies to workflows, autoresponders, "reset password" and "Invite admin user" emails, etc.)
6.1.6
Shopping cart
Bug: if two products were added to the shopping cart and one product was deleted, the error was displayed.
6.1.6
Stripe
The shipping address was displayed incorrectly in Stripe (only the country information was passed to Stripe after the payment).
6.1.6
Pages
BUG: the content was deleted in the parent folder when there was a URL conflict within the folder (identical URLs conflict).
6.1.6
FTP
The pages weren't shown in the "Pages" tab after they were uploaded via FTP. The pages weren't visible in FTP either.
6.1.6
Bambora
There was an issue with products purchase with the following settings for Bambora: https://prnt.sc/1mv8g20
6.1.6
Stripe / Bambora 3D secure / Pay with Pay Pal
If two-step card payment was selected for one of the following gateways: Stripe, Bambora, "Pay with Paypal", the internal error was displayed after the payment.
6.1.6
Authorize net
BUG: Even though the "Give one-day access before payment received" option was selected: http://joxi.net/DmBYjR7Cg9DaMr, the access wasn't granted to the user after payment.
6.1.6
Email domains
If the domain wasn't verified (the "Failed" status was shown in the admin) and the "Retry" button was clicked, the "internal error" was shown: https://prnt.sc/1mv4jvd
6.1.6
Taxes
Multiple identical tax codes were displayed in the dropdown on the shopping cart page if the user constantly logged in and logged out from the secure zone.
6.1.6
Cases
BUG: this.case couldn't be displayed on the page, the "Liquid error" was shown instead.
6.1.7
Payment settings
After removing the payment gateway settings and refreshing the page, they are coming back: http://joxi.ru/BA0YlbaCvgLaqr
Set an API Provider -> then go to Mailing Lists and create new -> an error is being displayed: https://prnt.sc/1indmrm
6.1.7
Liquid
changed from displaying relative URLs to absolute URLs.
6.1.7
Liquid
The following tags do not work:
6.1.7
Event booking
BUG: The event bookings were displayed without an event name after the event was purchased and then deleted.
6.1.7
Time zone
The time was displayed incorrectly in admin in such cases: - for orders; - incorrect time for the tag;
6.1.7
Currency
After adding a new currentcy, add a product with the price and configure payment settings, then delete a product and payment settings and try to delete the currency -> an error is being displayed: http://joxi.ru/n2YJo0YU7LYB5A
6.1.7
WYSIWYG
BUG: If the image was inserted via WYSIWYG, the long image code was displayed in the code view instead of the short one.
If you go to the checkout forms and fill in all the fields (incl. zip, state, city or system city and address), everything works fine. If you don't fill all these fields on the checkout, the data the user has indicated as an address will be deleted in the site admin: https://prnt.sc/1qhjkbf
5.9.5 - tag displayed such a data array: http://joxi.ru/4Ak6REZHjNy4V2With v6 you need to add specific tags to display elements of that data array:, , there's no access to PreOrder:http://joxi.ru/YmE5opqTGbDzRm http://joxi.ru/a2XNoY7TQ0aWWr
Add this code to the detail/list layout: Liquid Error: Object reference not set to an instance of an object.
-> custom name won't be applied to buttons
SEO -> select Enable Automation of sitemap https://prnt.sc/1qd0l8n -> go to Sitemap -> the automation doesn't work
6.1.8
Import with empty lines
If you go to an Event and make an export (there should be several lines empty in the file) https://prnt.sc/1q2tqgj -> and then import the same file -> it results in an error in the site admin, however, the import will be completed with empty items: https://prnt.sc/1q2u0g0
6.1.8
Weighting
If in addition to weighting in module items you'll add sorting by name to module output,the sorting by weighting will be ignored if filtering is in use. Without filtering weighting works correctly.
6.1.8
Custom module
When you create/update an item from the front-end, the info from the FormSubmissionData won't be displayed in the workflow.
6.1.8
Create items from the front-end
When you create/update an item from the front-end, incorrect time is displayed in the site admin: https://prnt.sc/1qhk320
Temporary restriction: currently, you can import up to 600 products. This restriction will be lifted in the upcoming releases.
6.1.8
Pages (UI)
After opening the pages in the list view and editing the page from the folder, this folder was added to the breadcrumbs. After clicking on this page from breadcrumbs, the "Analytics" page was opened in the admin.
The redirects with the .htm page suffix weren't working correctly (e.g. the redirect from contact.htm to contact)
6.1.8
Shipping Options
When the new catalog was created, it wasn't displayed in the "Shipping options settings" tab. The similar issue was for discounts ("apply discount to selected catalog" checkbox).
6.1.8
Liquid
The blog archives weren't displayed on the site when using this tag:
6.1.8
Edit item from the front-end
If the created select element is not "multiple" for the "custom module update form" and the "---" is selected on the front-end, the changes were not saved in the admin.
6.1.8
Search by custom module
The search by the author wasn't working correctly in custom modules. The similar issue was for the "data source" drop down.
6.1.8
Custom Reports
The custom reports weren't running if the following items were selected for "Contacts and Orders" report type: Contact ID, First Name, Email, Order ID, Date submission. Also, the custom reports weren't created with the form custom fields.
6.1.8
Order of attributes
BUG: when the product was created, the attribute output was incorrect on the front-end.
6.1.8
Liquid
BUG: wasn't rendered on the page.
6.1.8
WWW domain
The payment fields weren't displayed on the forms for the www domain, they worked correctly for the non-www version of the site.
6.1.8
Case sensitivity
BUG: the email fields were case sensitive
6.1.8
Import of items with identical names
If the items with identical names were added to the events export file, the incorrect URLs were displayed in the admin after the import of this file.
6.1.8
Liquid
- The following tags weren't working without "this":
- These tags weren't displayed in the invoice: https://prnt.sc/1r1yn06 ;
- when was added to the invoice, the CaseID wasn't displayed;
- when <pre></pre> was pasted to the order page, the required info wasn't displayed;
- when <pre></pre> was pasted to the order page, the required info wasn't displayed.
6.1.8
Products import
BUG: after deleting the IDs in the product export file and then importing this file, the following issues occurred: - the "prices" tab was blank; - the "internal error" was displayed in attributes, inventory, related items, grouped items.
6.1.8
Shopping cart
The setting "Lifetime for shopping cart" was working incorrectly.
6.1.8
Time in event booking/one time payment form
The incorrect payment time was displayed in the Orders -> "Payments" tab after purchasing the event or submitting a payment form (one-time payment).
v 6.1.0-3 Release date: 21 Jul. 2021
Full Release Notes
6.1.0
Export
Orders export doesn't work if large amounts are separated by commas and
dots.
6.1.0
Site Search
Site search returns 'site is being indexed'.
6.1.0
CRM
Internal errror when registering to a Secure Zone.
6.1.0
Catalog
404 error when viewing catalogs on the site. It works correctly only
when adding catalogs to the URL.
6.1.0
Secure Zone
Logout from the Secure Zone doesn't work.
6.1.0
Archive
Archives do not work correctly.
6.1.2.8
Form
Autoresponder is missing content.
6.1.2.8
Secure Zone
A second Secure Zone can't be assigned to a contact - the page keeps
loading. If you assign 1 Secure Zone only - it works correctly.
6.1.2.8
Custom modules import/export
Custom modules import/export issues:
1) There's an error if importing right after the export:
https://prnt.sc/1dypkvi.
2) Incorrect property date is exported.
3) Templates aren't imported/exported correctly.
4) Modules categories aren't updated.
6.1.2.8
Custom modules
Custom modules items preview doesn't work (404) if "еnable bookings" has
been selected: http://prntscr.com/190pi2x.
6.1.2.8
JS is broken because of the ItemCategorieList.
6.1.2.8
Orders export
Orders export works incosistently.
6.1.2.8
Titles
There's an issue with titles output: a duplicate is rendered (both
titles are rendered for the page and the folder.
6.1.2.8
Shopping cart
Liquid error on the shopping cart even after resetting it to the default
layout.
6.1.2.8
Secure Zone
You can access a Secure Zone after the subscription has expired.
6.1.2.8
Products
500 error when creating a product.
6.1.2.8
It's impossible to render name and URL when adding data source to the
custom properties. When rendering Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index'), these fields are
empty: http://prntscr.com/198uy0g.
6.1.2.8
Catalogs
Internal error when viewing catalogs list. "An error occurred.
(Exception while reading from stream)" on the product detail.
6.1.2.8
Site search
Products aren't shown in the site search results.
6.1.2.8
Workflows and autoresponders aren't sent.
6.1.2.9
CRM
Liquid error when rendering a contact and filtering by ID.
Internal error after trying to delete a contact or duplicating an admin
user.
6.1.2.9
Products grouping
"Group Items -> set up one product group https://prnt.sc/1dzv53y
-> add this code to the page: {% component source: ""Products"",
layout: ""List"", limit: ""100"", type: ""module"" %} only main group
product should be displayed on the page:
https://prnt.sc/1dzx1g2.
6.1.2.9
Admin
Incorrect order deletion. When the order was deleted in the "Orders"
tab, it wasn't deleted in the "Contatcs" -> particular contact ->
"Orders" tab.
6.1.2.9
The order was showing in the export file even though it was deleted.
6.1.2.9
The "Email invoice" and "Send test email" functionality wasn't working
(https://prnt.sc/1dzppf9).
Issue with system email tags output. Now these tags are not case
sensitive:
6.1.2.9
SKU code
SKU code issue: when the product had been created using the generated
SKU code and then this code was changed to the custom one, there was a
synchronization issue.
1) The payment process wasn’t working with the two-step card payments
and the “Redirect” checkout integration type (https://prnt.sc/1dzx3yt).
2) After the form submission, the list of the purchased products wasn’t
displayed on the frontend with the “Inline” and “Modal” integration
types.
6.1.2.9
Event Calendar
Issue with the calendar output on the frontend.
6.1.2.9
Events
When a paid event form was created, the event price wasn't displayed on
the frontend. The total amount wasn't calculated correctly after
changing the quantity. Also, the order was generated incorrectly.
New Google Analytics (GA4) integration is now available on Treepl. Now you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page ( https://prnt.sc/n1_vt1LC7yuR )
NOTE: if you previously followed instructions for temporary GA4 setup then when you complete the migration steps from the article above - go to file manager and remove GA4 include file in order to avoid the duplicated output of script tags for GA4.\n
New Google Analytics (GA4) integration is now available on Treepl.\nNow you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page (
v6.10 Release date: 18 Sep. 2023
Full Release Notes
\n
BACKLOG
\n
\n
\n\n
\n
Apply detail layout on item create form
\n
\n
\n
Provide ability to set which detail layout to apply on module item create/edit forms
A few minor adjustment requests for Site Information module:
\n
dateTime field is still just a Date field. Is it possible to update this to select Time as well (as\n per dateTime field update throughout the rest of the admin)
\n
When setting an Alias (particularly a ‘Short Alias’) there is a validation that runs to\n check for conflicting names. However, this seems to look at ALL properties in ALL groups, not just\n the group you are in, which starts to make it harder to set up short aliases. For example: In a\n group called ‘Company Info’ with a property of ‘Licence’ you might have\n Short Alias of {{si.ci.l}} Then in another group called ‘Company Branding’ with a\n property of ‘Logo’ you might want Short Alias of {{si.cb.l}} . But the validation only\n checks against the last Liquid reference of l (which conflicts) rather than the whole path (which is\n unique).
\n
The textarea field type is labeled as Text (Multiple), but I think it should be Text (Multiline).\n
\n
Liquid:
\n
It would be great to recursively nest site information items. To do so they would need to render\n liquid, which they currently don’t.
\n
For example if I have a site information company name and I want to nest that in a copyright notice\n so the client can just embed the copyright notice at the end of their blog posts.
\n
Please make liquid work inside site information fields.
\n
Other:
\n
1. Ability to shuffle items once added.
\n
2. Add a checkbox in the Group level determining whether that group’s properties are added to\n the Component toolbox or not.
\n
\n
\n
Checkbox title:
\n
\n
\n
Add to the toolbox
\n
\n
\n
\n
\n
3. HTML Layouts for formatted output.
\n
\n
\n
\n\n
\n
Analytics Dashboard - Google Data Studio (now Looker Studio) Option
Add the option on the Settings tab \"Enable Default JS Validation\". If this option is\n enabled, `data-cms_validation` will be added on the form tag and add a validation js script in the\n head. If a form element is not valid it will add class \"validation-error\" on the\n element and if valid \"validation-success\" will be added.
\n
\n
\n
\n\n
\n
File Manager: Show Date + List View in \"Slide-In\"
The list view in file manager should include the date of the upload like in BC to make it easier to\n handle e.g. media files, which are updated on a regular basis.
\n
The slide-in file manager (when selecting media or other files from within module item) should have\n an option for list view. It makes it hard to select files with similar long file names in thumbnail\n view.
Would be nice to see at a glance the template that is applied to system page. I’d image this\n would be a simple fix too.
\n
System pages can now be disabled via an 'Enable' checkbox. Disabled pages will resolve to the 404 page. If the 404 page is disabled, a blank page will resolve (with a 404 document status)
Anywhere in the admin console I press something like ‘Shift + Control + C’ on Windows (Shift + Command + C on Mac).
\n
A modal appears with the same functionality as the component draw you get it various modules.
\n
I always find myself needing to build a component in my IDE, but I have to go to the admin console,\n then to something like pages to be able to pull to create a component.
\n
Would be nice if we could just access a builder anywhere in the admin console.
\n
2)
\n
Likewise, also add ‘Shift + Control + F’ on Windows (Shift + Command + F on Mac) to open the File Manager anywhere in the admin.
\n
\n
\n
\n\n
\n
Fields/columns Added To The E-commerce/Gift Vouchers Module
Case: To stop the ability for Admin Users to be able to accidently delete all module items. Can we\n get an extra flag added in the Admin User Roles that gets generated for each custom module or\n anywhere this appears
\n
Have it unchecked by default. Else, everyone will forget to configure it until it’s too late.\n So, essentially, ‘Delete All’ function is for Partner/Reseller admins only, unless\n configured otherwise.
\n
\n
\n
\n\n
\n
Custom Modules Properties: Making Mandatory Items More Visible
When you check the custom properties of any custom module and want to know which ones are defined as\n mandatory, you need to click each one into edit mode.
\n
It would be nice if we could see which ones are mandatory right in the properties list.
\n
\n
\n
\n\n
\n
Module Item Notes: Option To Display Notes More Prominently
Module item notes are great! But they are a bit small and users can miss them. Sometimes I want to\n add big bold notes that will give users instructions that they can’t miss.
\n
Issues: Currently module field notes are displayed in a small icon that needs to be hovered to see\n them. Clients may miss this subtle icon.
\n
Solution: Add a check box that will allow notes for a module field to be displayed inline:
When sites are being updated, it is common to have a release time for updates. This release time may\n be at an inconvenient time for the developer. Frequently site updates will mean new sections of the\n site are being added or removed. To add and remove sections of the website it would be great to have\n the ability for new sections of the menu to be automatically released, and old sections of the menu\n to expire and be hidden.
\n
I propose adding the ability to enable release and expirty date/times to menu items.
\n
Similar to custom modules, we would have the ability to enable release and expiry under settings for\n the menu.
1) Add the item preview icon at the top of item edit pages so it’s readily accessible\n (the current Preview link is often out of reach when you want it).
\n
2) Add a new sticky box with the Components and File Manager buttons on the create/edit module\n item page and also to places where it’s not currently available, such as; ‘System Pages’, ‘System Emails’ and anywhere an editor region is present like; Form layouts, email/autoresponder/workflow contents.
\n
3) This new sticky box will also include the ‘Properties’ icon along with the ‘File Manager’ and ‘Component Manager’ icons in the editor pages for module Layouts.
When creating lots of fields it's time consuming to click on the dropdown and scroll to the\n correct property. It would be nice if you could just push \"s\" to jump to string. Ideally\n every type of field would have a name with a unique starting letter so you could use keys to jump to\n them. Also recommend having string as the default field type when creating a field.
\n
\n
\n
\n\n
\n
1 hour refresh issue fix
\n
\n
\n
Fix losing updated data on saving operations when the actual token is expired.
\n
1) Presave to session storage flow
\n
\n
\n
Once any changes are made on any form in the admin UI
\n
\n
\n
save them to session storage
\n
\n
\n
\n
\n
on saving operation if the token is expired and reload is performed
\n
\n
\n
restore saved to session storage data and perform save operation so data will be saved with\n the new token
\n
\n
\n
\n
\n
\n
\n
\n\n
\n
Feature flags changes (v6.10)
\n
\n
\n
Apply the following changes to feature flags:
\n
\n
\n
Move to the external section
\n
\n
\n
Site load speed improvement
\n
\n
\n
Description
\n
\n
\n
Improved logic of saving, updating, and deleting module items without a long delay on the\n page loading.
\n
\n
\n
\n
\n
\n
\n
This feature flag switches the logic of saving module items, pages, etc.
\n
New logic will take less time to load any page after saving if you have many module items.
\n
The opposite part of this logic is the increasing time of any import module item process for sites\n that have many module items.
\n
It is applicable to the sites with a lot of module items created. \n On sites that do not have a lot of module items there is almost no difference between current item saving logic and improved version of it.
\n
\n
\n
\n\n
\n
Internet connection checker (UI)
\n
\n
\n
Add internet connection monitoring in the admin panel.
\n
If internet connection is lost - show message:
\n \n
\"No Internet Connection\"
\n \n
\n
\n
\n\n
\n
Liquid Date Formatting Issue fix
\n
\n
\n
Liquid Date Formatting Issue
\n
An issue with the Liquid date formatting filter (`| date`) has been identified. Below is a\n description of the issue, possible conflicts with existing implementations, and our proposed fix.\n
\n
ISSUE:
\n
When using the date filter syntax of `%I` for outputting the hour in 12-hour time with a leading\n zero (eg: `{{ \"now\" | date: \"%I\" }}`) the output will be incorrect for the hour\n of 12 (am or pm), in that it will output `00` instead of `12`.
\n
This is purely a formatting issue for this particular filter syntax and does not affect Liquid date\n calculations.
\n
CONFLICTS:
\n
We don't anticipate this fix will negatively impact any current implementations of this feature\n - on the contrary, any date-related Liquid implementations using the 12-hour filter output would\n currently be breaking under the conditions described in this issue and therefore, the fix will\n correct those implementations.
\n
In the rare case that you have an implementation relying on the hour of 12, in 12-hour time, with\n leading zero output, being \"00\" (which is incorrect), you will need to adjust your code to\n allow for this correction.
\n
PROPOSED FIX:
\n
As there is a small chance of this change affecting existing implementations and due to the\n issue's low criticality, we will add the feature flag \"Apply fix to liquid date\n filter\".
\n
The fix itself will then be rolled out as a hotfix to all sites during their data center\n non-business hours.
\n
No downtime is expected for the admin or site front-ends during this hotfix and a notification will\n be posted once it has been fully completed across all data centers.
\n
FEEDBACK:
\n
If you have any questions, feedback, or concerns regarding this fix, please reach out to support via\n a support ticket before the proposed fix date is reached.
\n
NOTES:
\n
The similar `| format_date` Liquid filter does not suffer from the described issue and is therefore\n unaffected by this fix and continues working normally.
\n
\n
\n
\n\n
\n
Improve workflow sending logic based on plan restrictions
\n
\n
\n
1) Fix the ability to send custom workflows if the site plan is lower than Pro.
\n
When the site plan is Business or Essential (lower then Pro):
\n
\n
\n
Logic in table representation
\n
\n
\n
Plan/Type
\n
System WF + defaul email
\n
System WF + custom email
\n
Costom WF + defaul email
\n
Custom WF + custom email
\n
\n
\n
Essential
\n
send
\n
replace to default email
\n
skip
\n
skip
\n
\n
\n
Business
\n
send
\n
replace to default email
\n
send
\n
replace to default email
\n
\n
\n
Pro
\n
send
\n
send
\n
send
\n
send
\n
\n
\n
eCommerce
\n
send
\n
send
\n
send
\n
send
\n
\n
\n
\n
\n
OR logic in description representation
\n
\n
\n
If the workflow has a custom email assigned
\n
\n
\n
Allow sending workflow BUT with system email instead of the assigned custom email
\n
\n
\n
\n
\n
Continue validation if the workflow has a system email assigned:
\n
\n
\n
\n
\n
When the site plan is Essential:
\n
\n
\n
Disallow sending workflow if it has IsDefault = false
2) Improve displaying of the workflows with forbidden emails applied on workflow listing
\n
Show label for workflows with custom email applied
\n
Pattern
\n
\n
\n
<WorkflowName> (<label>)
\n
\n
\n
Label
\n
\n
\n
forbidden email applied available starting Pro plan
\n
\n
\n
Color
\n
\n
\n
red
\n
\n
\n
Example
\n
\n
\n
My custom workflow (forbidden email applied available starting Pro plan)
\n
\n
\n
3) Show inactive email field on workflows on plans lower than pro
\n
\n
\n
On edit workflow form
\n
\n
\n
\n
\n
\n\n
\n
Empty tables UI improvements - Admin
\n
\n
\n
Empty tables logic/UI
\n
Show message \"Nothing here yet\" instead of empty table if no searching-filtering is applied
\n
Show empty table if any search or filtering is applied to the list view
\n \n \n
\n
\n
\n\n
\n
Case sensitivity FTP improvement
\n
\n
\n
1) Pages and folders case change on migration
\n
Description:
\n
On migration we would collect all url slugs of \"Page\" and \"Folders\" module items\n that has at least one uppercase letter and convert them to lowercase.
\n
Then we will rename the files and folders for the following items accordingly in the\n \"/Content/Pages\" folder
\n
2) Liquid incorrect paths change on migration
\n
Places to be operated:
\n
\n
\n
Item description
\n
\n
\n
Snippet
\n
\n
\n
Content Template
\n
\n
\n
Email Template
\n
\n
\n
Email content
\n
\n
\n
Module Layouts
\n
\n
\n
Form content
\n
\n
\n
Includes (that are included in any of the places above and inside includes as well)
On migration we would scan page content, templates, snippets, module layouts, etc for using liquid\n include and component with custom layout path tags and replace paths to match case-sensitive actual\n path (for example if we found {% include \"/Content/Pages/testfolder/TestIncludeFile.inc\"\n %} we will fix it to match actual path - /Content/Pages/TestFolder/TestIncludeFile.inc and it will\n become {% include \"/Content/Pages/TestFolder/TestIncludeFile.inc\" %})
Same as in previous but working with html tags insted of liquid
\n
4) Improve the logic of operation files and folders in the \"/Content/Pages\" folder
\n
Description:
\n
Any files that would be created in the \"/Content/Pages\" folder should be lowercase from\n now on.
\n
If they would be created not fully lowercased - they would be ignored.
\n
So if you create a file Test.html in the folder /Content/Pages/ - it WOULD NOT create a page with\n slug Test.
\n
But if you create a file test.html in the folder /Content/Pages/ - it WOULD create a page with slug\n test.
\n
Also renaming test.html to Test.html would unlink the Test.html file from the \"/test\"\n page. If you save the \"/test\" page from the admin UI it will create a test.html file and\n it will be linked with the page (the main rule is that the page slug is fully equal to the file name\n (case sensitive)).
\n
Any operations with the Test.html would not be reflected in any way on the pages at all.
\n
However, if you rename it back to the test.html - it will be linked back to the page\n \"/test\" but without content sync (it means that if you rename test.html to Test.html,\n change content in Test.html and rename it back to test.html - the content of the page\n \"/test\" would not be the same as in the test.html file. The first save of the file or page\n would determine - what content would be saved to opposite entity in that case - if the save file -\n page content would be updated. If the save page - the file content would be updated).
\n
5) System and custom email file name fix
\n
Description:
\n
On migration we would change all file names that reflect all system and custom (workflow, followup,\n abandoned cart) emails so it is the same as the email Name (right now if you have a workflow email\n with the name \"My Custom Email\" - it has a file on FTP with the name\n \"my-custom-email.html\". This step will rename the file to become \"My Custom\n Email.html\").
\n
NOTE:
\n
So if you already have the backup version of the site you are working with then just make a fresh\n copy right after your site would be updated to the v6.10
\n
More documentation on this change can be found here.
\n
\n
\n
\n\n
\n
Angular 15 refactoring
\n
\n
\n
\n
\n
new datetimepicker
\n
\n
\n
migration from moment to luxon
\n
\n
\n
Clear styles when pasting
\n
\n
\n
Clear all styles when pasting content into wysiwyg. If you try to paste some content from MS\n Word should be shown a modal to choose to keep or not styles pasted from Word.
\n
\n
\n
\n
\n
\n
\n
\n\n
\n
Event calendar month by URL accessibility
\n
\n
\n
Add month-year accessibility via URL to the event calendar
Now Email data widget would show only data that corresponds to current type of email (workflow email,\n follow-up email or abandoned cart notification email)
in the excel file, copy the created element and paste it into the next line and change\n \"1\" to \"2\", and delete ID https://prnt.sc/NFZ47vLWv7lo and save
Enable Release Date and Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the parent and child module
\n
Enable Release Date andEnable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the current module
\n
Don't filter by item's Release Date on filtering inactive items if Enable Release Date (Module -> Default properties settingshttps://prnt.sc/m71sDpZF3D00) are false\n Don't filter by item's Expiration Date on filtering inactive items if Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false\n \n Logic:\n
\n
Determines whether the list should contain inactive items or not
\n
\n
inactive items are items whose release date is greater than the current date or whose expiry date is less than the current date
\n
\n
\n
\n
\n
\n
Portal automations improvements: Site reactivation on payment and recurring period switching
\n
\n
1) Site reactivation and Billing Cycle change (Portal)
\n\n When site is reaching its subscription expiry date AND payment is not recived yet:\n\n\n
\n
Show status Grace Period
\n
period
\n
\n
+10 days to subscription expiry date (+24*10 hours)
Preselect the Billing Cycle that is already chosen for the current site
\n
\n
Reactivation will be applied if selected Billing Cycle is the same as the site already has. If another Billing Cycle is selected - create new subscription with the new Billing Cycle
\n
\n
in both cases - after payment is received
\n
\n
cancel previous subscription
\n
\n
\n
\n \n
\n\n\n\n\n\n\n On reactivation\n\n
\n
If reactivation applied in Grace period
\n
\n
Set recurring date to the same day of the next month or year when the previous subsctiption should be paid if there would be no issues with it. And in the payment date just charge the amount for the selected cycle. Example:
\n
\n
if payment $20 per month is created 01-01-2022 than grace period starts after 01-02-2022. And if reactivation is made on 05-02-2022 than payer will be charged for $20 right away and than next recurring day will be assigned as 01-03-2022 (same day as previous subscription had)
\n \n
\n
\n
If Billing Cycle is changed during the active subscription period. Example:
\n
\n
\n
charge amount for the selected cycle right away (lets say we are changing billing cycle from anually $200 to monthy $20 - then charging $20)/ And set recurring date for +1 selected billing cycle after the expiration date of the previous subscription (for this example +1 month to the expiration date).
\n
\n
\n \n
\n\n\n\n \n\n\n\n\n When trying to change site plan in Grace period - show error\n\n
\n
\n
Site plan changing is not allowed during the grace period
\n
\n
\n Payment button should show different labels based on the site status (Grace period or active period) \n\n\n
\n
\n In Grace period\n
\n
\n
\n Reactivate\n
\n
\n
\n In default active period\n
\n
\n
\n Change Billing Cycle\n
\n
\n
\n\n\n\n\n\n \n
2) Site reactivation and Billing Cycle change (CMS)
\n\n If Direct Billing extension is enabled for the site:\n\n\n\n
\n
\n
Add the ability to see Billing (/admin/billing) button on the site admin UI and add the ability to pay for the site subscription in Grace period
\n\n\n\n Use default email template.\n \n 1) After 1 day (24 hours) after Expiry date (in Grace period) \n\n\n\n
\n
Send Email notification to the reseller
\n
\n
Subject:
\n
\n
<sitename> (<siteURL>) will be deactivated due to non-payment
\n
\n
Body
\n
\n
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your PayPal account and make sure your billing is up-to-date. If you have any questions, please contact us at support@treepl.co.
\n
\n
Format of date
\n
\n
11 Sep, 2022 (GMT +10:00)
\n
time zone
\n
\n
site
\n
\n
\n
\n
\n\n\n 2) After 9 days (24*9 hours) after Expiry date (in Grace period) \n\n
\n
Send Email notification to the reseller
\n
\n
Subject
\n
\n
<sitename (<siteURL>)> will be deactivated due to non-payment
\n
\n
Body
\n
\n
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your Treepl Portal to set up a new PayPal subscription to address the issue. If you have any questions, please contact us at support@treepl.co.
\n
\n
Format of date
\n
\n
11 Sep, 2022(GMT +10:00)
\n
time zone
\n
\n
site
\n
\n
\n
\n
\n\n\n
\n
\n
\n
Portal automations improvements: Invoicing fix
\n
\n
Invoice email fix
\n\n On invoice sending for the recurring plan payment\n\n
\n
send invoice based on the plan from webhookinstead of the very first created plan
\n
\n\n\n
\n\n This is to avoid the wrong plan name being displaying in the invoice email after changing site plan. \n\n\n\n \n\n
\n
\n
\n
Orders list retrieving optimization
\n
\n Optimize the algorithm of Order list retrieving in the admin UI\n\n
\n
Reduce the load time
\n
\n\n
\n
\n
\n
Error notification on payment gateway webhooks setup
\n
\n On saving payment credentials\n\n
\n
if there are any errors regarding adding webhooks for this site
An error occurred during the payment gateway webhook setup: <detailsFormGatewayError>
\n
\n
\n
\n\n
\n
\n
\n
reCaptcha v2 to v3 start transition - Step#1
\n
\n 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.
\n Remove from the form builder the ability to choose reCaptcha v2 for the form\n\n
\n Change plan restriction for feature HTTP Headers Settings\n\n
\n
Change minimum site plan requirement
\n
\n
From Pro to Essential
\n
\n
\n\n
\n
\n \n
\n\n
BUG FIXES
\n\n
\n \n
\n
\n
Form with two paid secure zones
\n
\n
\n
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
\n
\n
\n
\n
\n
Site Global - do sorting of properties like in v6.7
\"Delete Selected\" button in Contacts - Form Submission and Event Bookings tabs
\n
\n
\n
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
\n
\n
\n
\n
\n
Contacts - uppercase letters
\n
\n
\n
1. Go to contacts
\n
2. Pay attention to the member with uppercase letters in the \"email\" field
\n
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
\n
Fix - migration where the original and duplicate contacts were merged into one with all cases, bookings, orders, and secure zones
- Improvements based on support tickets. More details will be provided in the release …
UI/UX
General
Admin Panel
v 6.8 Release date: 03 Oct. 2022
Full Release Notes
BACKLOG
\n
\n
\n
\n
E-commerce Quoting Option
\n
\n
\n
Original Description:
\n
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.
if Form Type is Quote AND \"Accept Payment\" field is selected on the form builder - show an error: “Quote form can't be submitted with the ‘Accept Payment’ field”
\n
if Form Type is Quote AND there is no shipping option selected on the shopping cart DO NOT stop processing the form.
\n
if Form Type is Quote AND there is at least one recurring product in the shopping cart - show an error: “Quote form can't be submitted with recurring products in the shopping cart”
\n
if Form Type is ‘Quote’ OR Form Type is ‘Checkout’ and there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
\n
\n
\n
On loading ‘Checkout’ or ‘Quote’ page from the shopping cart:\n
\n
if there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
\n
\n
\n
\n\n
6) Shopping cart changes
\n
Add request quote button to shopping cart liquid object:
\n
{% component type:\"shopping_cart\" %}
\n
\n
QuoteButtonHtml: <button class=\"system_button\" data-cms_cart_quote=\"\">Get a quote</button>
\n
clicking on the button should lead to /quote
\n
apply Before After and trigger js events\n
\n
CMS_BeforeGoToQuote
\n
CMS_AfterGoToQuote
\n
CMS_TriggerGoToQuote
\n
\n
\n
clicking Quote button validation should not require a shipping option to be selected
\n
\n
7) Request a quote system pages
\n
Create system pages for Quotes
\n
\n
Get A Quote (/quote)\n
\n
redirect here if clicked on the request quote button on the checkout
\n
see content in page ‘Settings’ > ‘System Pages’ > ‘quote’
\n
\n
\n
Quote Receipt (/quote-receipt)\n
\n
user will be redirected here after quote form submission (default page)
\n
see content in page ‘Settings’ > ‘System Pages’ > ‘quote-receipt’
\n
\n
\n
\n\n
8) System emails
\n
Create System email for Quotes
\n
\n
For Quote Orders, send in place of Invoice email\n
\n
sent on quote order create
\n
ability to send quote if clicked ‘send quote’ button in the Order detail page (instead of ‘send invoice’)
\n
\n
\n
Default From Email\n
\n
admin@trustedemail.co
\n
\n
\n
Default Subject\n
\n
Quote
\n
\n
\n
Default From Name\n
\n
Admin
\n
\n
\n
Content\n
\n
see content in file ‘Email Notifications’ > ‘System Emails > ‘Quote’
\n
\n
\n
\n\n
9) Secure zone logic
\n
On Quote form submit with Secure Zones assigned:
\n
\n
If there are paid secure zones assigned - show error message “Recurring secure zone subscription is not allowed for the ‘Quote’ form type”
\n
else; immediately subscribe user to all free secure zones assigned to the form.
\n
\n
10) Precreate Request Quote form on all sites with default styles
\n
Replicate default HTML/styles from the Checkout form, but remove payment fields and Total Amount field.
\n
Create the form on all sites with the alias of ‘quote’
\n
Fields on formbuilder:
\n
\n
firstname
\n
lastname
\n
email
\n
phone
\n
Shipping Address
\n
reCAPTCHA v3
\n
\n
11) Plan restrictions
\n
Disallow submission of forms with type ‘Quote’ on plans lower than eCommerce.
\n
Show error message “Quote forms are not available on current site plan”
\n
12) Admin User Role Restrictions
\n
Add following admin user role restrictions
\n
\n
Orders\n
\n
Can Add
\n
Can Edit Details
\n
Can Edit Payments
\n
Can Edit Products
\n
\n
\n
\n\n \n
For all roles that have Orders -> Can View=true set Orders -> Can Edit Details=true (for backward compatibility)
\n \n
For all roles that have Orders -> Can View=true set Orders -> Can Edit Payments=true (for backward compatibility)
View selected options of the property of type checklist or dropdown multiple as CSV string on list and detail layouts in Admin UI
\n
\n
If options are like\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
CSV string should be like\n
\n
option 5 5,option 6,option 7,7
\n
\n
\n
\n\n
Provide the ability to save selected options if they contain \",\" character
\n
\n
via Admin UI\n
\n
Create module item
\n
Edit module item
\n
Create CRM Contanct (advanced CRM fields)
\n
Edit CRM Contanct (advanced CRM fields)
\n
Create CRM Form Submission (advanced CRM fields)
\n
Edit CRM Form Submission (advanced CRM fields)
\n
Create CRM Event Booking (advanced CRM fields)
\n
Edit CRM Event Booking (advanced CRM fields)
\n
Create CRM Order (advanced CRM fields)
\n
Edit CRM Order (advanced CRM fields)
\n
\n
\n
via save/edit entity frontent form\n
\n
Form submission
\n
Edit account form
\n
Create module item form
\n
Edit module item form
\n
\n
\n
\n\n
Entities that requires this improvement (admin UI)
\n
\n
module item
\n
case\n
\n
custom form fields
\n
advanced crm fields
\n
\n
\n
order\n
\n
advanced crm fields
\n
\n
\n
event booking\n
\n
advanced crm fields
\n
\n
\n
\n\n
Add also following updates to module item update and search forms (site frontend forms)
\n
\n
Module item update form\n
\n
For Checklist property type \n var propertyValues=\"{{this.ListcheckboxList | join:\",\"}}\".split(','); \n change to \n var propertyValues=\"{{this.ListcheckboxList | join:\"|||;/;|||\"}}\".split('|||;/;|||'); \n
\n
For Dropdown (multiple) property type \n var values='{{this.ListListbox_list}}'.split(','); \n change to \n var values='{{this.ListListbox_list | join:\"|||;/;|||\"}}'.split('|||;/;|||');
\n
\n
\n
Module item search form\n
\n
For Checklist property type \n var propertyValues=\"{{request.request_url.params.prop_ListcheckboxList}}\".split(','); \n change to \n var propertyValues=\"{{request.request_url.originalParams.prop_ListcheckboxList | join:\"|||;/;|||\"}}\".split('|||;/;|||'); \n
\n
For Dropdown (multiple) property type \n var values='{{request.request_url.params.prop_ListListbox_list}}'.split(','); \n change to \n var values='{{request.request_url.originalParams.prop_ListListbox_list | join:\"|||;/;|||\"}}'.split('|||;/;|||');
\n
\n
\n
\n\n
4) Custom report improvement
\n
According to the Save entity improvement improve custom report results searching by filters that contain value with \",\" character
\n
\n
filtering by custom form field on the following report types\n
\n
Contacts and Cases
\n
Contacts and Orders
\n
Contacts and Event Bookings
\n
\n
\n
filtering by advanced crm field on the following report types\n
\n
Contacts
\n
Contacts and Cases
\n
Contacts and Orders
\n
Contacts and Event Bookings
\n
Contacts and Secure Zones
\n
\n
\n
\n\n
5) Import/Export improvement
\n
Add following logic to import/export process for the following entities:
\n
\n
Module item
\n
Contact
\n
Case
\n
Booking
\n
Order
\n
\n
Logic: For any property with type Checklist or Dropdown (multiple)
\n
\n
On Export\n
\n
When generating CSV string of selected options replace \",\" substring with \"%2С\"
\n
\n
\n
On Import\n
\n
After retrieving list of selected options from CSV string for each option replace \"%2С\" substring with \",\"
\n
\n
\n
\n\n
Example:
\n
\n
Export\n
\n
options\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
\n
\n
CSV string for the property (to the excel cell)\n
\n
option 5,option 6,option 7%2С7
\n
\n
\n
Import\n
\n
CSV string for the property (from excel cell)\n
\n
option 5,option 6,option 7%2С7
\n
\n
\n
result list of options to be applied\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
\n
\n
\n\n
6) Improve filters on custom reports
\n
`In` and `NotIn` filters: Add a new setting to the filter called:
\n
\n
Values Filter Condition (dropdown)\n
\n
OR (default)
\n
AND
\n
\n
\n
\n\n
Logic:
\n
\n
If OR selected (current logic will be applied) - will find all items that have at least one value from the filter values list
\n
If AND selected - will find all items that have all values from the filter values list
When user submit login form with checked Remember me checkbox
\n
\n
set member logged-in cookie lifetime based on Remember me lifetime setting
\n
\n
if not checked
\n
\n
Member logged-in cookie lifetime defaults to 1 day
\n
\n
\n
\n
\n
\n\n
Improve Site load speed while saving module item
\n
\n
\n
Replace the current solution with a materialized view to the DB table supported by triggers to sync data.
\n
Improve the following logic that using the Table solution
\n
\n
Add DB Table solution to drafts
\n
Improve saving module item when keywords was changed
\n
Improve Import module items process
\n
\n
\n
\n
\n
\n\n
Tax rounding strategy setting
\n
\n
\n
1) Add a new eCommerce setting
\n
Add new setting to ‘Ecommerce’ > ‘Settings’ > Tax and Shipping’ > ‘Tax Settings’
\n
\n
“Tax rounding strategy” (dropdown)\n
\n
Banker rounding + error compensation (unit price and total price) [default]
\n
Banker rounding (unit price only)
\n
\n
\n
\n\n
2) Rounding Logic on shopping cart calculation
\n
When banker rounding + error compensation (unit price and total price) applied
\n
\n
use current price rounding strategy (banker rounding + error compensation)
\n
rounding applied to\n
\n
unit price separately
\n
total price separately
\n
\n
\n
\n\n
When banker rounding (unit price only) applied:
\n
\n
use banker rounding to unit price. Then calculate orderline total price as rounded unit price multiplied by quantity. Error compensation mechanism is not needed here
\n
apply rounding to\n
\n
unit price only
\n
\n
\n
\n\n
\n
\n
\n
\n
Abandon Cart Functionality
\n
\n
\n
1) Extension setup
\n
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
\n
“Abandoned Cart Recovery”
\n
Short Description: With abandoned cart recovery functionality (for logged-in users only), you can automatically send reminders to customers who add products to their cart and leave without completing an order.
\n
Information: According to statistics, about 80 percent of customers abandon purchases for different reasons after adding items to their shopping carts. With Treepl abandoned cart recovery you can automatically email users after a cart or checkout is abandoned. And you have the ability to set the time when the email will be automatically sent. So you can stay in touch with your customers while they still remember your store and products. \n For logged-in users only.
Disallow enabling the extension on the site if its plan is lower than eCommerce
\n
This extension is only available for Ecommerce plan
\n
\n
2) Abandoned Cart Recovery extension not installed or subscription expired error message
\n
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
\n
\n
Show error message: “This action can't be performed: Abandoned Cart Recovery extension is disabled or expired for this site”
\n
\n
Likewise, if the Restore cart functionality is attempted:
\n
\n
Following the restore cart link\n
\n
redirect to the system page \"error-page\" and set error message to the liquid - this.ErrorMessage
\n
\n
\n
\n\n
3) Add shop settings for abandoned carts and improve current settings
\n
Add following setting to ‘eCommerce’ > ‘Settings’ > ‘Shop Settings’:
\n
\n
“Abandoned cart time in Hours” (number)\n
\n
4 (default)
\n
Default adjustment based on Shopping Cart Lifetime:\n
\n
if shopping cart lifetime is less than or equal to 4 AND greater than 1\n
\n
set Abandoned cart time to (shoppingCartLifetime minus 1) as default value
\n
\n
\n
if shopping cart lifetime is equal to 1\n
\n
set Abandoned cart time to 1 as default value
\n
\n
\n
if shopping cart lifetime is equal to 0\n
\n
set Abandoned cart time to 1 as default value
\n
set shopping cart lifetime=1
\n
\n
\n
\n
\n
allowed range between 1 and 876000
\n
\n
\n
\n
Logic:
\n
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):
\n
\n
Number of hours after latest update in the cart that determine shopping cart as Abandoned (should be always less or equal to the shopping cart lifetime)
\n
When shopping cart becomes Abandoned; create a history record (Shopping Cart Become Abandoned Recording). See “History Data” below.
\n
\n
Validation:
\n
\n
If Abandoned cart time is bigger than shopping cart lifetime, show Error Message “The abandoned cart time shouldn't be bigger than the shopping cart lifetime”
\n
If there is an enabled abandoned cart email notification which time is bigger than the shopping cart lifetime, show Error Message “There is at least one abandoned cart notification which time is bigger than the shopping cart lifetime”
\n
Update allowed range for Shopping Cart Lifetime (it should be in range between 1 and 876000)
disallow saving if there is no </body> tag in this email content OR the assigned email template (since this is required for the pixel image tracking). Show error message “Email content should contains <body></body> tag”
\n
disallow saving if there is no{{this.RestoreCartURL}}tag in the content. Show error message “Email content must contains{{this.RestoreCartURL}}liquid tag”
Send Email After Cart Abandonment Delay (in hrs) (numeric)\n
\n
allowed range between 1 and 876000
\n
number of hours should be less than eCommerce -> Settings -> Shop Settings -> Shopping Cart Lifetime In Hours. Else error message: “Abandoned cart notification can't be created outside of the shopping cart lifetime.”
\n
validate that selected number of hours is still not selected for another email. Else error message: “Abandoned cart notification for the selected delay is already exists”
Show but do not allow to change it from Admin UI and ignore changing on Backend
\n
\n
\n
Show module item URL field as inactive.\n
\n
Show but do not allow to change it from Admin UI and ignore changing on Backend\n
\n
on edit module item action from Admin UI
\n
on edit module item from frontend action
\n
\n
\n
\n
\n
Hide Detail Layout dropdown on add/edit module item form in admin UI\n
\n
preset \"Don't use\" value as default on backend on create item
\n
\n
\n
Do not add items of the module to the SITEMAP
\n
On Import process if creating a new item\n
\n
if there is a detail layout column and it's value is empty set ‘Don't use’ layout instead of the first existed detail layout of the module (like it works now and should work when ‘Disable detail layout’ is FALSE)
\n
\n
\n
\n\n
The logic of Detail layout \"Don't use\" logic improvement
\n
If module item has Detail layout property selected as \"Don't use\"
\n
\n
show 404 page content (with 404 status code) when accessing the item by URL
\n
Do not add such items to the SITEMAP
\n
\n
\n
\n
\n
\n\n
Module item rating
\n
\n
\n
1) Module item rating in the items list and detail forms (admin UI)
\n
Provide ability to add Item Rating column in module -> table setup to show rating in item list view
\n \n
Add new system property to Edit module item form
\n
\n
“Item Rating” (text)\n
\n
Always readonly
\n
if somehow value is posted via edit item endpoint, ignore value from request AND do NOT override value in DB (it should be calculated automatically once comments rating for this item are added edited or deleted)
\n
Value=Average rating posted via comments to this item (Approved ratings counted only)
\n
\n
\n
\n\n
2) New module item liquid property
\n
Add a new property to the module item (in liquid)
\n
\n
“Item_Rating” (numeric)\n
\n
Value=Average rating posted via comments to this item (Approved ratings counted only)
\n
\n
\n
\n\n
3) Searching logic
\n
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:
\n
\n
prop_Item_Rating_Min
\n
prop_Item_Rating_Max
\n
\n
4) Sorting logic
\n
Provide the ability to sort by ‘Item_Rating’ field in module component tag, eg:
NOTE: Provide backward compatibility so that{{siteinformation}}and{{si}}will still continue to work.
\n
3) Change \"Site information\" to \"Site Globals\" in OSE
\n
\n
\n
\n
\n\n
OSE Related Improvements
\n
\n
\n
\n
Change the page tab title to “Edit <Page name>'”
\n
If a multiline custom property or a Content system property contains <script, <style, {{, {% this property should be blocked for editing via OSE.
\n
If a multiline custom property or a Content system property contains blocks with a data attribute 'cms_ose_editable_text' all content from this block should be parsed into a separate WYSIWYG like a multiline custom property. A title for this section should be determined from a data attribute 'cms_ose_editable_text_title'. If this attribute is not found the title for this WYSIWYG should be constructed as follows: '<this property name> Text Block <index>'.
\n
If some page doesn't have custom modules for editing and this page can be edited, all editable properties should be shown by default on the toolbox.
\n
Add a javascript event trigger 'CMS_TriggerRefreshOSEItems' for a 'load more' function on the site frontend for a list of module items refreshing on the toolbox. This one should be triggered after AJAX.
E-commerce quoting option so that when order goes through the admin it can be edited, changed, 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.\n
Ability to add Item Rating column in module -> table setup and show rating in item list view. \nNew system property to Edit module item form, \nnew module item liquid property. \nAbility to search by Item_Rating property when using {% component type:\"module\", isSearchResult:\"true\"%} for searching. \nAbility to sort by Item_Rating field in {% component type:\"module\" …
If Disable detail layout is TRUE, make unreachable all module items URLs of the module. \nIf module item has Detail layout property selected as \"Don't use\", show 404 page content (with 404 status code) when accessing the item by …
When exporting the products to a CSV file (export table), include the full product URL’s rather than just the parent so products can be linked to their …
\"Site information\" block renaming to \"Site Globals\". Typical use-cases for Site Globals might be to store the company name, address, contacts, logo, etc. in one handy location and render that information throughout the site via …
v 6.7 Release date: 08 Jun. 2022
Full Release Notes
\n
BACKLOG
\n
\n
\n
\n
Feature flags changes (v6.7)
\n
\n
\n
Apply the following changes to feature flags:
\n
Move “Improved Custom Reporting” to internal section AND set enabled by default.
\n
\n
\n
\n
\n
Zapier Integration
\n
\n
\n
1) SSO oauth for zapier (+scopes)
\n
Add oAuth 2.0 APIs
\n
\n
Authorization
\n
Access Token Request
\n
Refresh Token Request
\n
\n
Retrieved Bearer token should get access to Treepl CMS APIs created specially for Zapier (for the site that should be determined by domain)
\n \n
Request Domain field on Zapier in order to retrieve access token to the particular site only
\n
2) Extension rule
\n
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
\n
\n
Title\n
\n
Zapier Integration (beta)
\n
\n
\n\n
Short Description\n
\n
Allows handling the connection between Treepl CMS and apps that Zapier supports.
\n
\n
\n\n
Information\n
\n
Triggers
(should be performed by Treepl once appropriate action is made in the CMS):
\n -New Module Item \n -Updated Module Item \n -New CRM Member \n -Updated CRM Member \n -New CRM Form Submission \n -Updated CRM Form Submission \n -New CRM Event Booking \n -Updated CRM Event Booking \n -New Order \n -Updated Order \n -New Gift Voucher \n -Updated Gift Voucher \n -Triggered Workflow
\n
Actions:
\n -Create Module Item \n -Update Module Item \n -Create CRM Member \n -Update CRM Member \n -Create CRM Form Submission \n -Update CRM Form Submission \n -Create CRM Event Booking \n -Update CRM Event Booking \n -Update Order Details \n -Create Gift Voucher \n -Update Gift Voucher
\n
Searches:
\n -Find Module Item \n -Find CRM Member \n -Find CRM Form Submission \n -Find CRM Event Booking \n -Find Order \n -Find Gift Voucher
CRM Member \n\n \n { \n \"Id\":1442, \n \"Email\":\"test@test.com\", \n \"FirstName\":\"Jhon\", \n \"LastName\":\"Doe\", \n \"Address\":\"\", \n \"City\":\"\", \n \"State\":\"\", \n \"ZipCode\":\"\", \n \"Country\":\"\", \n \"BillingAddress\":\"\", \n \"BillingCity\":\"\", \n \"BillingState\":\"\", \n \"BillingZipCode\":\"\", \n \"BillingCountry\":\"\", \n \"Site\":\"\", \n \"Phone\":\"123456789\", \n \"Status\":\"\", \n \"Notes\":\"\", \n \"Type\":\"Consumer\", \n \"CreatedDateTime\":\"2019-06-12T17:28:59.07\", \n \"UpdatedDateTime\":\"2020-08-07T06:56:27.713\", \n \"CrmType\":\"Member\", \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
\n\n
CRM Form Submission \n\n \n { \n \"Id\":1442, \n \"Form\":\"form_alias\", \n \"Email\":\"test@test.com\", \n \"FormField\":{ \n \" | My Field Name 1\":\"field Value 1\", \n \" | My Field Name 2\":\"field Value 2\" \n }, \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
\n\n
CRM Event Booking \n\n \n { \n \"Id\":1442, \n \"Form\":\"form_alias\", \n \"Email\":\"test@test.com\", \n \"ModuleItem\":123, \n \"Allocation\":1, \n \"FormField\":{ \n \" | My Field Name 1\":\"field Value 1\", \n \" | My Field Name 2\":\"field Value 2\" \n }, \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
Public Triggers (should be performed by Treepl once appropriate action is made in the CMS):
\n
\n
New Module Item\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
Update Module Item\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
New CRM Member
\n
Updated CRM Member
\n
New CRM Form Submission\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
Updated CRM Form Submission\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
New CRM Event Booking\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
Updated CRM Event Booking\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
New Order
\n
Updated Order
\n
New Gift Voucher
\n
Updated Gift Voucher
\n
Triggered Workflow\n
\n
Workflow [dropdown (multiple)]
\n
\n
\n\n
New Comment\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
Updated Comment\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n
\n\n\n
4) Actions
\n
Once module item created/updated
\n
\n
add rollback with new source \"Zapier\"
\n
\n \n
Dropdowns in zapier forms
\n
\n
Secure Zone\n
\n
Value: SecureZoneId
\n
Display Name: SecureZoneName
\n
\n
\n\n
Country\n
\n
Value: CountryCode
\n
Display Name: CountryName
\n
\n
\n\n
Form\n
\n
Value: FormAlias
\n
Display Name: FormName
\n
\n
\n\n
Module\n
\n
Value: ModuleId
\n
Display Name: ModuleName
\n
\n
\n\n
ModuleItem\n
\n
Value: ModuleItemId
\n
Display Name: ModuleItemName
\n
\n
\n\n
ContactCRMType\n
\n
Value: TypeName (Consumer/Wholesaler)
\n
Display Name: TypeName (Consumer/Wholesaler)
\n
\n
\n\n
CRMRecord property\n
\n
Value: Email
\n
Display Name: Email
\n
\n
\n\n
Datasource property\n
\n
Value: ModuleItemId
\n
Display Name: ModuleItemName
\n
\n
\n\n
Tags property\n
\n
Value: TagName
\n
Display Name: TagName
\n
\n
\n\n
Categories property\n
\n
Value: CategoryFullName
\n
Display Name: CategoryFullName
\n
\n
\n\n
Template property\n
\n
Value: TemplateId
\n
Display Name: TemplateName
\n
\n
\n\n
Detail layout property\n
\n
Value: DetailLayoutId
\n
Display Name: DetailLayoutName
\n
\n
\n\n
Country/Currency\n
\n
Value: Country/Currency string
\n
Display Name: Country/Currency string
\n
\n
\n\n
Order Status\n
\n
Value: OrderStatusName
\n
Display Name: OrderStatusName
\n
\n
\n\n
Parents\n
\n
Value: -1 or ModuleItemId
\n
Display Name: / or Module Item Url
\n
\n
\n\n
Workflow\n
\n
Value: WorkflowId
\n
Display Name: WorkflowName
\n
\n
\n\n
Recurring Type\n
\n
Value: RecurringTypeName
\n
Display Name: RecurringTypeName
\n
\n
\n
\n\n \n
Public Actions (allows to create or edit items in Treepl performed by Zapier):
\n
\n
Create Module Item
\n
Update Module Item\n
\n
Module [dropdown REQUIRED]\n
\n
list of module names
\n
\n
\n
Item Name [string REQUIRED]
\n
URL Slug [string]
\n
Description [string (multiline)]
\n
System Fields (dynamic list of property names) \n Add an info block with the name of the group of fields (before listing of fields)\n
\n
Parents [dropdown (or dropdown multiple)]\n
\n
list of parent module items
\n
\n
\n\n
Template [dropdown]\n
\n
list of templates
\n
\n
\n\n
Detail Layout [dropdown]\n
\n
list of templates
\n
\n
\n\n
Enabled [boolean]
\n
Disable from site search [boolean]
\n
Release Date [date]
\n
Expiry Date [date]
\n
Weighting [string]
\n
Site Search Keywords [string]
\n
Added by [string]\n
\n
value is email
\n
if not found in CRM - skip this value
\n
\n
\n
Secure Zones [dropdown]\n
\n
list of secure zones
\n
adds an item to secure zones
\n
\n
\n\n
Tags [dropdown]\n
\n
list of module tags
\n
\n
\n\n
Categories [dropdown]\n
\n
flat list of categories (labels are path-like: \"/category/subcategory\")
\n
\n
\n\n
Author [dropdown]\n
\n
list of authors
\n
\n
\n
\n
\n\n\n
Event Fields (dynamic list of property names). \n Show these fields only if the selected module has \"Enable bookings == true\" in (Module details => advanced settings). \n Add an info block with the name of the group of fields (before listing of fields).\n
\n
Hide When Full [boolean]
\n
Allow Multiple Bookings Per Email [boolean]
\n
Capacity [number]
\n
Event Date Start [date]
\n
Event Date End [date]
\n
\n
\n\n
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Small Image [string]
\n
Large Image [string]
\n
On Sale [boolean]
\n
Is Gift Voucher [boolean]
\n
Product Weight [number]
\n
Product Width [number]
\n
Product Height [number]
\n
Product Depth [number]
\n
Enable Drop Shipping [boolean]
\n
Unit Type [string]
\n
Minimum Units [number]
\n
Maximum Units [number]
\n
Recurring Type [dropdown]\n
\n
list of recurring types
\n
\n
\n
Is Shippable [boolean]
\n
Is Downloadable [boolean]
\n
Number Of Possible Downloads [number]
\n
Supplier [string]
\n
\n
\n
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Custom Fields…
\n
\n
\n
\n
\n
Create CRM Member
\n
Update CRM Member\n
\n
First Name
\n
Last Name
\n
Email [REQUIRED]
\n
Address
\n
City
\n
State
\n
Zip
\n
Country [dropdown]\n
\n
list of countries
\n
\n
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type [dropdown]\n
\n
list of types
\n
\n
\n
Billing Address
\n
Billing City
\n
Billing State
\n
Billing Zip
\n
Billing Country [dropdown]\n
\n
list of countries
\n
\n
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Create CRM Form Submission
\n
Update CRM Form Submission\n
\n
Id [REQUIRED - for update form only]
\n
Email [REQUIRED - for update form only]
\n
Form Name [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n\n\n
Create CRM Event Booking
\n
Update CRM Event Booking\n
\n
Id [REQUIRED - for update form only]
\n
Email [REQUIRED - for update form only]
\n
Form Name [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n\n
Module [dropdown REQUIRED - for create form only]\n
\n
list of modules that have Enable Booking = true
\n
\n
\n\n
Module Item [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n
Allocation [number (default = 1)]
\n
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Update Order Details Base information update only\n
\n
Id [REQUIRED - for update form only]
\n
Order Details (group of fields listing all system order fields)\n
\n
Order Name [REQUIRED]
\n
Status [dropdown]\n
\n
list of statuses
\n
\n
\n
Invoice Number
\n
Invoice Date
\n
AWB Number
\n
Tracking URL
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip
\n
Shipping Country [dropdown]\n
\n
list of countries
\n
\n
\n
Order Details… Add an info block with the name of the group of fields (before listing of fields)
\n
\n
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Create Gift Voucher
\n
Update Gift Voucher\n
\n
Id [REQUIRED - for update form only]
\n
Name [string]
\n
Recipient Name [string]
\n
Recipient Email [string (email) REQUIRED]
\n
Recipient Message [string (multiline)]
\n
Country/Currency [dropdown]\n
\n
list of Country/Currency pairs available for the site
\n
\n
\n
Amount [number]
\n
Enabled [boolean]
\n
\n
\n\n\n
Create Comment
\n
Update Comment\n
\n
Id [REQUIRED - for update form only]
\n
Module Item Id
\n
Thread Id
\n
Parent Id
\n
First Name
\n
Last Name
\n
Email [REQUIRED]
\n
Rating
\n
Comment
\n
\n
\n
\n\n
5) Searches
\n
Public Searches Form:
\n
\n
Find Module Item\n\n\n
\n
Id
\n
Module [dropdown]\n
\n
list of module names
\n
\n
\n
Item Name [string]
\n
URL Slug [string]
\n
Description [string (multiline)]
\n
System Fields (dynamic list of property names). Add an info block with the name of the group of fields (before listing of fields).\n
\n
Parents [dropdown (or dropdown multiple)]\n
\n
list of parent module items
\n
\n
\n
Release Date [date]
\n
Expiry Date [date]
\n
Weighting [string]
\n
Added by [string]\n
\n
value is email
\n
if not found in CRM - skip this value
\n
\n
\n
Tags [dropdown]\n
\n
list of module tags
\n
\n
\n
Categories [dropdown]\n
\n
flat list of categories (labels are path-like: \"/category/subcategory\")
\n
\n
\n
Author [dropdown]\n
\n
list of authors
\n
\n
\n
\n
\n
Event Fields (dynamic list of property names). Show these fields only if selected module has Enable bookings == true in (Module details => advanced settings). Add an info block with the name of the group of fields (before listing of fields)\n
\n
Capacity [number]
\n
Event Date Start [date]
\n
Event Date End [date]
\n
\n
\n
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Small Image [string]
\n
Large Image [string]
\n
On Sale [boolean]
\n
Is Gift Voucher [boolean]
\n
Product Weight [number]
\n
Product Width [number]
\n
Product Height [number]
\n
Product Depth [number]
\n
Enable Drop Shipping [boolean]
\n
Unit Type [string]
\n
Minimum Units [number]
\n
Maximum Units [number]
\n
Recurring Type [dropdown]\n
\n
list of recurring types
\n
\n
\n
Is Shippable [boolean]
\n
Is Downloadable [boolean]
\n
Number Of Possible Downloads [number]
\n
Supplier [string]
\n
\n
\n
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Custom Fields…
\n
\n
\n
\n\n
\n
Find CRM Member\n
\n
Id
\n
First name
\n
Last Name
\n
Email
\n
Address
\n
City
\n
State
\n
Zip
\n
Country [dropdown]\n
\n
list of countries
\n
\n
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type [dropdown]\n
\n
list of types
\n
\n
\n
Billing Address
\n
Billing City
\n
Billing State
\n
Billing Zip
\n
Billing Country [dropdown]\n
\n
list of countries
\n
\n
\n
\n
\n
Find CRM Form Submission\n
\n
Id
\n
Form Name [dropdown]\n
\n
list of forms
\n
\n
\n
Email
\n
\n
\n
Find CRM Event Booking\n
\n
Id
\n
Form Name [dropdown]\n
\n
list of forms
\n
\n
\n
Email
\n
\n
\n
Find Order\n
\n
Id
\n
Email
\n
Order Name
\n
Status [dropdown]\n
\n
list of statuses
\n
\n
\n
Invoice Number
\n
Invoice Date
\n
AWB Number
\n
Tracking URL
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip
\n
Shipping Country [dropdown]\n
\n
list of countries
\n
\n
\n
\n
\n
Find Gift Voucher\n
\n
Id
\n
Name [string]
\n
Recipient Name
\n
Recipient Email
\n
Recipient Message [string (multiline)]
\n
Country/Currency [dropdown]\n
\n
list of Country/Currency pairs available for the site
\n
\n
\n
Amount [number]
\n
\n
\n
Find Comment\n
\n
Id
\n
Module Item Id
\n
Email
\n
Rating
\n
Comment
\n
\n
\n
Find Workflow\n
\n
Id
\n
Name
\n
\n
\n
\n\n
6) Restrictions
\n
Do not allow to process triggers, actions and searches if zapier extension is disabled for the site
Fields that should be added to the form layout are:
\n
\n
Shipping Address
\n
Payment_ShippingAddress (Shipping Address)
\n
Payment_ShippingCity (Shipping City)
\n
Payment_ShippingState (Shipping State)
\n
Payment_ShippingZipCode (Shipping ZIP Code)
\n
Payment_ShippingCountry (Shipping Country)
\n
\n
\n
\n
\n
Billing Address
\n
Payment_BillingAddress (Billing Address)
\n
Payment_BillingCity (Billing City)
\n
Payment_BillingState (Billing State)
\n
Payment_BillingZipCode (Billing ZIP Code)
\n
Payment_BillingCountry (Billing Country)
\n
\n
\n
\n
Both fields can be marked as required. And once marked as required - all fields inside the group become required (address, city, zip etc) and vice-versa.
\n
2) Form submission flow
\n
When such a form is submitted - add ‘Shipping Address’ and ‘Billing Address’ data to the CRM Order object (like it works previously for Shipping Address fields)
\n \n
NOTE:
\n
\n
For backward compatibility - use value of the ‘formData.Zip_Code’ as value for shipping zip code as well as the value of ‘formData.Payment_ShippingZipCode’
\n
if both occurred in the ‘formData’ then use ‘formData.Payment_ShippingZipCode’
\n
\n
\n
For backward compatibility - always check if Shipping fields are present in ‘formData’ even if they are not selected on the form builder.
\n
Do not use value of ‘Payment_ShippingCountry’ on form (type “checkout”). Use value of the selected shipping country from the shopping cart.
\n
\n
3) Attach billing and shipping address fields to appropriate CRM entities
\n
\n
Add ‘billing address’ fields to the ‘contact’ entity
\n
migrate data from contact address to contact billing address
\n
setup payment logic to take the address from the contact billing address field instead of the contact address field
\n
if the billing address field is empty - use the contact address fields
\n
\n
\n
\n
\n
Add ‘shipping address’ fields to the ‘order’ entity
\n
\n
4) Update the billing address from the payment gateway
\n
\n
When changes to the billing address come from payment providers update ‘contact billing address’ fields instead of ‘contact address’ fields
\n
\n
5) Liquid output
\n
\n
Add the following properties to the ‘contact’ liquid object
\n
BillingAddress
\n
BillingCity
\n
BillingState
\n
BillingZipCode
\n
BillingCountry
\n
\n
\n
\n
\n
Contact liquid object occurrence
\n
{{request.currentmember}}
\n
item from {% component type: \"CRMContacts\" %}
\n
{{ this.member }} on system pages
\n
{{ this.member }} on system emails
\n
{{ this.member }} on autoresponder emails
\n
on form submission
\n
on create module item submission
\n
\n
\n
{{ this.member }} on workflow and follow-up emails
\n
\n
\n
\n
6) Add these fields to Import/Export processes
\n
\n
add billing address fields to contact import/export
\n
add shipping address to order import/export
\n
\n
7) Restore to default \"checkout\" form upgrade
\n
\n
Remove adding hard-coded shipping fields to the HTML layout of the form with the type \"checkout\" when clicking \"restore to default\" on form layout
\n
\n
\n
\n
\n
\n
Alphabetised Related Products list
\n
\n
\n
Original description:
\n
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.
\n
This means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.
\n
This needs to be alphabetised based on the name of the product as well as have a search function so you can quickly locate the correct product to add.
\n \n
Improvement:
\n
Both alphabetical list and search fields added to Related Products UI.
Allow the capture of user input data (text) against a purchased product.
\n
New Attribute type
\n
\n
User Input field
\n
\n
Output via liquid
\n
\n
Add new attribute type to ‘item_attributes’ liquid component.
\n
Should be output as a text input on the default attributes layout.
\n
Add it to the orderline of ‘order’ and ‘shopping cart’ object (the same as any other attribute data)
\n
\n
Advanced Logic of the attribute type
\n
\n
If a product with User Input attribute is added to cart more than once, unique text input should specify unique orderline (order, shopping cart), as opposed to adding an additional quality to the same product orderline.
\n
\n
Product Import/Export
\n
Output value via Export function and apply value via an Import
1) Add new properties to the Settings -> Misc => Recaptcha Settings group (under Recaptcha Version field)
\n
\n
reCAPTCHA v2 Site Key
\n
reCAPTCHA v2 Secret Key
\n
reCAPTCHA v3 Site Key
\n
reCAPTCHA v3 Secret Key
\n
\n
All of these fields should be empty by default
\n
2) Rename incorrect reCAPTCHA labels
\n
\n
Rename all ‘Recaptcha’ labels in admin to ‘reCAPTCHA’
\n
\n
3) Add the reCaptcha property to the ‘this’ object of the form:
\n
\n
{{this.recaptcha_sitekey}}
\n
the value should be determined based on what reCaptcha is added to the form.
\n
If no reCaptcha is added to the form - set null
\n
\n
\n
\n
Use Settings -> Misc => reCAPTCHA Settings group fields to retrieve keys for the object.
\n
\n
If reCAPTCHA v2 Site Key, reCAPTCHA v3 Site Key are empty - use our system keys
\n
\n
4) Add property ‘system_recaptcha_sitekey’ property to the ‘request’ liquid object which renders the key as saved above or the system key if no custom key is available:
\n
\n
{{request.system_recaptcha_sitekey}}
\n
\n \n
5) Replace reCAPTCHA key instances for the following:
\n
\n
all web form layouts
\n
default form layouts (when generated by restore to default request)
\n
system form layouts (when generated by toolbox request)
\n
System pages
\n
401
\n
reset-password
\n
request-reset-password
\n
\n
\n
System pages default layouts (when generated by restore to default request)
\n
401
\n
reset-password
\n
request-reset-password
\n
\n
\n
CMS ‘Add scripts to head’ functionality (for Google reCAPTCHA API)
\n
\n
6) Change reCaptcha validation logic to use the secret key and site key stored in Settings -> Misc => reCAPTCHA Settings (or system keys if null)
1) Create a new Settings section on a module settings page
\n
Called “Follow Up Emails” which includes the option:
\n
\n
Enable Follow-Up Emails (checkbox) - preset to ‘true’ for Events module
\n
\n
Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true.
\n
2) Create a new tab \"DEFAULT FOLLOW-UP EMAILS\" on a module edit page
\n
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
\n
Content:
\n
\n
List of default follow-up emails
\n
ability to add new default follow-up email
\n
ability to edit and delete default follow up email
Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)
\n
\n
3) Create a new tab \"CUSTOM FOLLOW-UP EMAILS\" on a module item edit page
\n
\n
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true.
\n
\n
Content
\n
\n
“Send only custom follow-up emails” (checkbox)
\n
When enabled, allow to add/edit/delete custom follow-up emails
Date Field (dropdown) - list of module item date fields
\n
system fields:
\n
Release Date
\n
Expiration Date
\n
Event Date Start
\n
Event Date End
\n
\n
\n
custom fields (display name is the name of the custom field)
\n
\n
\n
on edit
\n
do not allow to save follow-up if Date Field is empty (only set field to be empty if the saved alias belongs to the date field that doesn't exist anymore)
\n
\n
\n
\n
\n
\n
6) Follow-Up Email sending logic
\n \n
If the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
\n
\n
Schedule sending follow-up emails for each module item (for each subscriber to this module item) based on the selected date field:
\n
For module items that have ‘Send only custom follow-up emails’ = true
\n
send only custom follow-up emails
\n
if there are no custom follow-up emails in the list - no email will be sent for this module item
\n
\n
\n
\n
\n
For module items that have ‘Send only custom follow-up emails’ = false
\n
send only default follow-up emails
\n
\n
\n
\n
\n
\n
7) Email liquid
\n
‘this’ object should contain the following properties:
\n
\n
item
\n
object that contains same fields as item from component type module (including event fields)
\n
\n
\n
member
\n
module item subscriber
\n
\n
\n
\n
8) Site Plan Restrictions
\n
Allow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher
\n
Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS
\n
If site's plan is ESSENTIAL
\n
\n
disallow sending followup emails
\n
if plan will be restored to BUSINESS or higher all follow-up emails that wasn't sent while site plan was ESSENTIAL should NOT be sent after plan upgrade
\n
\n
9) Admin User Role permissions
\n
Ability to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction
\n \n
Add following admin user role permissions:
\n
\n
Emails
\n
Can View
\n
if disabled; hide 'Email Notifications' -> 'Emails' menu item and do not allow to open 'Email Notifications' -> 'Emails' page
\n
\n
\n
\n
\n
Follow-ups
\n
Can View
\n
if disabled; hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view
\n
\n
\n
Can Add
\n
Can Edit
\n
Can Delete
\n
these 3 restriction above should allow to view ‘add’, ‘edit’ and ‘delete’ buttons on DEFAULT and CUSTOM follow-ups pages
\n
\n
\n
\n
\n
Follow-up Emails
\n
Can View
\n
allows to see ‘Follow-up Emails’ tab on mail ‘Notifications’ -> ‘Emails’ page
\n
\n
\n
Can Add
\n
allows to show ‘add’ button on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
\n
allows to show ‘Add new follow-up email’ button on create follow-up form
\n
\n
\n
Can Edit
\n
Can Delete
\n
these 2 restriction above should allow to view ‘edit’ and ‘delete’ buttons on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
\n
\n
\n
\n
\n
\n
On create new admin user role
\n
\n
set all permissions above to true by default
\n
\n
For all existed admin user roles
\n
\n
All permissions above should be false
\n
On update from v6.5 to v6.6
\n
Add to all existing admin user roles following permissions with preset value
\n
‘Emails’ -> ‘Can View’ with value TRUE if
\n
current user role permission has ‘Workflow Emails’ -> ‘Can View’ == true
\n
\n
\n
\n
\n
\n
10) Duplicating module item logic
\n
Duplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item
\n \n
Duplicate ‘Custom follow-ups’ when duplicating the module item
If item or custom module has expiry date and those modules expire - they should disappear from site map.
\n
\n
\n
\n
\n
Sitemap and robots.txt
\n
\n
\n
If there is no robot.txt file or it is there but empty, paste it there:
\n \n User-agent:* \n Disallow: \n \n Sitemap: link to sitemap as it is now\n \n
otherwise, we do not update the robots.txt file at all
\n
in this way, we will pre-install default settings on all new sites - and if the file is not empty, then we consider that it is already customized and we do not touch it
\n
and if they want to reset to default - let them delete the file or make it empty
The ability to send a custom email to the subscriber with information about the event they had purchased and anniversary emails to subscribers based on the course date ie. -3, +3 so you can easily remind participants of the event and then request feedback about it. And being able to download a report of all event …
Currently, the Liquid {{order}} object is accessible only in the system Invoice layout.\n
\nIf possible, requesting this be made generally available - the same as the other form submission related objects: {{formSubmissionData}}, {{workflow}} and {{member}}.\n
\nie: in the forms autoresponder fields, workflow notification email fields and the forms JSON response/confirmation page (system or custom …
Request for BC Equivalent Functionality - The ability to add a user-input field to a product listing to capture details specific to that product. For example - embroidery on a shirt, message on flowers or icing on a cake etc.\n
\nThis is functionality that BC provided and appears to be common in eCommerce solutions, it would be great to be able …
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.\n
\nThis means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.\n
\nThis needs to be alphabetised based on the name of the product …
The ability to show thumbnail in Custom Module table.\n\nWhere a Custom Module has an Item Property>Custom Property that is type Media.\nIn that Custom Module’s > Table of items can we add the option to show a thumbnail of the actual image as well as the current option to show its …
Opening up the API for authorised access to site data would really enhance the already excellent functions available within each site. \nIt could allow access to site data for external software, programs and other websites and I believe would increase the appeal of the platform.\n
\nCurrent phase API's:\n \n1) AUTH \n- Retrieve access token \n \n2) CRM ORDERS \n- [GET] Get Orders List \n- [GET] Get Single …
Currently, the system will allow for a report on Customers and Orders, which can be filtered by Product, however, the results display ALL of the customer’s products in the order that contains the product that you’re filtering by. \nWhat we really need to is to be able to see all customers who purchased a specific product – but without displaying …
Custom Reports would be generated significantly faster than before. \nImproved Custom Reporting would be available through feature flag (disabled by default). \nYou need to enable it manually for each site if you want to experience the …
Show button only; if an extension is installed and if an extension has settings
\n
\n
\n
\n\n
Allow Portal Users to get full access to the ‘Extensions’ tab (like Agency user has)
\n
\n
\n
\n
\n
Extension: Website Backup
\n
\n
\n
Add new extension to the list of current extensions:
\n
\n
Website Backup (beta)
\n
Short Description: Manage your site backups (schedule, restore, etc.)
\n
Information: Manage your complete site backups (manual, automated schedule, restore, etc.) and enable item rollback capabilities for Content Templates, Pages and other Modules
\n
\n
Pricing is free during the beta period
\n
Note: Backup extension is only available for sites running v6.4 or higher
Once Restore backup process is triggered, show confirmation window with the following text and buttons: “Your current version of the site will be restored to the backup version. Please make sure you have made a backup of the site before starting the restoration if this data is important for you.”
Ok | Cancel
\n \n
If clicked Ok:
\n
\n
check if site is live or trial\n
\n
if trial - check if site plan is lower than plan of the backup\n
\n
if site plan is lower than in backup - upgrade site plan to the one from backup\n
\n
Show loader with progress
\n
Disable all backups (show in gray and hide action buttons)
\n
Check if reseller from the backup is the same as the current site's reseller\n
\n
if true\n
\n
Show loader with progress
\n
Disable all backups (show in gray and hide action buttons)
\n
\n
\n
If false\n
\n
Show error popup: “You cannot restore a site from the backup due to permissions issue.”
\n
\n
\n
\n
\n
restore\n
\n
Custom Icons for admin menu
\n
Appdata -> Custom Admin Menu json file
\n
FTP files and folders
\n
DB
\n
\n
\n
restart site
\n
remove loaders and enable all backups
\n
\n
\n
\n
\n
\n
\n
\n\n \n
Actions and buttons:
\n
\n
Cancel backup restoring\n
\n
shows confirm message before perform the action: “Are you sure you want to cancel the restore backup process”
shows confirm message before performing the action: “Are you sure you want to cancel the upload backup process”
\n
\n
\n
\n\n \n
Error message when there is not enough storage for uploaded backup file: “You've run out of storage for the backups. Please upgrade your storage.”
\n \n
Backup logic
\n
1) Steps
\n
\n
Backup\n
\n
DB
\n
FTP files and folders
\n
Appdata -> Custom Admin Menu JSON file
\n
Custom Icons for admin menu
\n
\n
\n
Store them to the encrypted file with the name\n
\n
{siteSubdomain}-{datetime}.seed
\n
\n
\n
Update progress on each step
\n
\n\n \n
2) Exceptions flows
\n
\n
Backup file size is greater than available storage\n
\n
Based on the value of ‘Behavior On Low Storage’\n
\n
Email me and skip new\n
\n
Delete attempted backup files
\n
Send “Low Storage Email” system email to reseller
\n
\n
\n
Remove oldest and create new\n
\n
if Backup file size is greater than full storage limit\n
\n
Show message: “You've run out of storage for the backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.”
\n
Follow ‘Email me and skip new’ flow
\n
\n
\n
else\n
\n
Get list of backups in order: createDate DESC
\n
Delete backups starting from the first in the list until there will be enough space to store the backup
\n
\n
\n
\n
\n
\n
\n
\n
\n
Only one backup or restore process is allowed for the same time. Show error message if trying to perform backup or restore once another process is working: “Only one backup or restoration process is allowed for the site at a time. Please wait until the current process is finished or cancel it and try again.”
\n
\n\n \n
Low Treepl Storage Email:
\n
Send to
\n
\n
{ResellerEmail}
\n
\n
Subject
\n
\n
You've run out of storage for the {site_name} backups.
\n
\n
Content
\n
\n
You've run out of storage for the {site_name} backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.
Upgrade
\n
\n
Logic
\n
\n
“Upgrade” button will lead to the ‘Portal’ -> ‘Site’ -> ‘Extensions’ -> ‘Website Backup’ settings page
\n
\n
Treepl Storage
\n
Setup S3 bucket storage for all backups of Treepl storage.
\n
Setup it on the same DC where the Treepl portal is located.
\n
Setup 1GB of storage by default.
\n \n
Extension uninstall behaviour
\n
Do not delete all backup data stored on Treepl storage if partner clicks uninstall backup extension.
\n
So if the extension is reinstalled at a later time - all previous backups would still be available.
\n \n
\n
\n
\n
\n
Page Rollback Option
\n
\n
\n
0) Store files for downloadable products on FTP
\n
Move all current files for all products to ftp folder \"/_downloadable_products\", with file path using the folwing format: “/{productId}/{filename}.{fileext}”
\n
\n
New files stored in folder \"/_downloadable_products\" on product saving using the above file path format.
\n
Deny access by URL to any file in this folder (show 404 page not found)
\n
When new file is uploaded - do not delete previous file from the folder. So if you apply rollback to the version where another file was set, you can restore access to it.
\n
\n
1) Rollback setting in module settings
\n
Create new collapsable section in module settings titled “Extension Settings” which provides the ability to enable rollback options in the module.
\n \n
NOTE: Rollback is enabled by default for ‘Page’ module and ‘Content Templates’ for all site plans regardless of the Backup extension being installed or not.
Rollback options are only provided for the site if the Backup extension is installed and is not expired - except for ‘Pages’ and ‘Content Templates’ which have rollback turned on by default.
\n
3) Rollback listing on Items and Content Templates
Show Confirmation popup: “This version will now be loaded for previewing where you will have the option to 'Restore' the changes.”\n
\n
clicking on ‘Restore’ rollback button:\n
\n
Will preset edit form by the values from the rollback record (omitting values that could not be restored. If the property type is not the same as in the rollback - set empty value to the property)
\n
change name of the Save button to Restore
\n
This action requires user to click Restore in order to finalize restoring process
\n
Show warning messages near fields that are not restored correctly
\n
\n
\n
\n
\n
\n
\n
\n\n \n
When clicking ‘Delete’ rollback button:
\n
\n
Delete rollback record from DB
\n
Restrict Delete operation for all admin users except Partners. If user with another role triggers Delete rollback action, show message: “You don't have permission to perform this action”
\n
\n
7) Permissions
\n
Add permissions to the following modules:
\n
\n
Each Custom module permissions group
\n
Default Custom Module permissions group
\n
Page permissions group
\n
Content Template permissions group
\n
Blogs permissions group
\n
Blog Posts permissions group
\n
Banner Groups permissions group
\n
Banners permissions group
\n
Galleries/Sliders permissions group
\n
Slides permissions group
\n
FAQ Groups permissions group
\n
FAQ Questions permissions group
\n
Authors permissions group
\n
Products permissions group
\n
Catalogs permissions group
\n
Events Group permissions group
\n
Event permissions group
\n
\n \n
Restrictions:
\n
\n
Can View And Manage Rollback History, if restriction is disabled:\n
\n
do not show history button on item edit form in admin [UI]
\n
block get history api endpoint [BE]
\n
\n
\n
Can Enable/Disable Rollback On Module Settings, if restriction is disabled:\n
\n
Hide Enable Rollback checkbox on module settings [UI]
\n
Skip saving new value of Enable Rollback checkbox on editing module settings [BE]
Add Page for domain redirects management under ‘Settings’ -> ‘Domains’ -> ‘Domain Redirects’ tab ( https://invis.io/TQ11WXQDKYE4 )
\n
Logic is the same as for the portal
\n \n \n
Add/edit redirect form
\n
\n
From URL (dropdown) {list of all existing domains for the site, including www versions if existed}
\n
To URL (dropdown) {list of all existing domains for the site, including www versions if existed, except domain selected in From URL}
\n
Enabled (boolean) determines if redirect should be applied to the site or not
\n
\n
Add/edit redirect form logic
\n
\n
Add js that will exclude a domain from ‘To URL’ each time ‘From URL’ is changed
\n
In order to apply redirects, the user needs to click ‘Apply’ button under the list of redirects. Otherwise, all changes will be lost once the user leaves the page\n
\n
Show standard warning message if a user made any changes and go out of the tab without clicking ‘Apply’
\n
\n
\n
Once clicked ‘Apply’:\n
\n
Show confirmation popup with text: “Please note that we'll need to restart the site in order to apply the changes. The site will be unavailable for a few minutes right after the restart. Do not refresh the page, this will result in the\"service unavailable\" error.”
\n
If clicked OK - show full page locking loader and wait until the site will be reloaded. Then hide loader
Add sending form workflows after retrieving successful payment webhook (missing workflow logic for payment forms that redirects to payment site after submit)
\n \n
\n
Use Cases\n
\n
Payment method = PayPal
\n
Stripe 3D secure
\n
\n
\n
Logic\n
\n
if Form Submission Data contains customWorkflows field\n
\n
take a list of workflow ids from it
\n
\n
\n
else\n
\n
take a list of workflows attached to the form in the settings tab
\n
\n
\n
\n
\n
\n\n
\n
\n \n
\n
BUG FIXES
\n
\n \n
\n
\n
In SEO tab - SEO priority change after every saving
Extra add-on that allows performing scheduled automatic backups of FTP files and database of the site saving it to an archive that can be stored locally or within a 3rd party storage service (Dropbox, Google Drive, …
Import Product (for new products only AND if Enable Shipping column is not specified in the file)
\n
\n
\n
\n
\n
\n
Send Invoice number to payment provider
\n
\n
\n
On Payment Form submit after successful validation:
\n
\n
If current shoppingCart.invoiceNumber == null
\n
Generate invoiceNumber
\n
Set invoiceNumber to the shoppingCart.invoiceNumber
\n
Set shoppingCart.invoiceNumber to payment data of the payment providers:\n
\n
Eway
\n
Authorize
\n
PayPal Flow (simple payment)
\n
Stripe (in metadata)
\n
\n
\n
\n\n
\n
\n
\n
\n
Recurring products + canceling subscriptions for recurring product
\n
\n
\n
Reworked recurring models so they all work the same:
\n
\n
StripeWebHook\n
\n
+ Stripe Customer Portal
\n
\n
\n
PayPalWebHook
\n
AuthorizeWebHook
\n
Create Subscriptions\n
\n
RecurringForms
\n
Products
\n
Events
\n
New form type handler\n
\n
+ Discount/GiftVoucher logic
\n
\n
\n
\n
\n
\n\n\n
Original Request
\n
Ability to create products with recurring subscription.
\n
It will operate in a similar way it did in BC.
\n
0) Fix logic for forms that are NOT type \"Generic\" that have recurring secure zone/s attached
\n
Add new validation rule on form submission handler:
\n
\n
If form type is NOT \"Generic\" AND any of the secure zones attached to the form are recurring\n
\n
Return error with message: Recurring secure zone subscription is not allowed for the \"{formTypeAlias}\" form type
\n
\n
\n
\n\n
Add new validation rule on form edit action (tab settings) in the admin:
\n
\n
If form type is NOT \"Generic\" AND any of the secure zone attached to the form are recurring\n
\n
Return error with message \"{formTypeAlias}\" form type is not allowed for the form that has recurring secure zones subscriptions assigned.
\n
\n
\n
\n\n
\n
If form type is NOT \"Generic\"\n
\n
Show all non-recurring secure zones AND any already selected secure zones (even if they are recurring secure zones)
\n
\n
\n
\n\n
1) Shopping cart recurring rules
\n
Add validation for ‘add to cart’ and ‘buy now’ functions
\n
\n
All products in the shopping cart should have the same recurring type
\n
allow only products with the same recurring type to be added to the shopping cart. (This restriction should be applied because token payments don't allow creating multiple subscriptions for different recurring periods using one single payment token)
\n
\n
2) Recurring Orders
\n
Once recurring order is created - mark it as “Main”
\n \n
All orders that will be created by recurring payments for future payment cycles should be marked as “Suborder”. Link this order to the “Main” order.
\n \n
Design for displaying “Main” and “Suborders” in the order list:
Add new properties to the order object in liquid:\n
\n
`mainOrderId` (int)\n
\n
Tag output: {{order.mainOrderId}}
\n
Description: instance id of the main order if current order is a recurring sub order\n
\n
if order has NO recurring subscriptions or the order is Main in recurring order sequence\n
\n
null
\n
\n
\n
else\n
\n
id of the main order
\n
\n
\n
\n
\n
\n
\n
`isRecurring` (boolean)\n
\n
Tag output: {{order.isRecurring}}
\n
Description: true if order has attached recurring subscription
\n
\n
\n
`hasActiveSubscription` (boolean)\n
\n
Tag output: {{order.hasActiveSubscription}}
\n
Description: true if order has attached recurring subscription AND it's state is Active, PastDue or Incomplete
\n
\n
\n
\n
\n
[UI] Add \"Cancel Subscription Form\" to \"CRM\" toolbox menu (Show starting Pro plan)\n
\n
Code Generated: {% if order.hasActiveSubscription %}
<form action=\"/public/api/subscriptions/{{order.id}}/cancel-subscription\" method=\"post\" onsubmit=\"return confirm('Are you sure you want to cancel this subscription?')\"><input type=\"submit\" value=\"Cancel Subscription\"></form>
{% endif %}
\n
\n
\n\n
if the form is submitted by a user who is not logged in \n
\n
show system error-page. With message: Not logged in users are not allowed to cancel subscriptions
\n
\n
\n\n
if the form is submitted by a user that doesn't belong to the subscription\n
\n
show system error-page. With message: You can't cancel the subscription that wasn't created by you
\n
\n
\n
\n\n\n\n\n\n\n
After cancelling a subscription:
\n
\n
Still show main order and sub orders on “order” > “suborder” tab
\n
do not show cancel subscription button
\n
\n
4) Recurring Events
\n
Add ability to create recurring event subscriptions.
\n
\n
add system field “Recurring Type” to the event system fields list (same field that is used for secure zones)
\n
once payment is made using ‘SingeItem’ form linked to the event with “Recurring Type” not equal to None\n
\n
create recurring subscription order using event price and period selected in Recurring Type
\n
\n
\n
On event delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
\n
\n
5) Recurring Generic Forms
\n
\n
Create a new form type for general recurring payment\n
\n
“Recurring” (for general forms with arbitrary recurring payment collection)
\n
\n
\n
Only show and allow recurring secure zones via form’s Settings -> Secure Zones dropdown
\n
add “Recurring Type” setting on Form -> Form Builder tab.\n
\n
Do NOT show “None” option for Recurring Type
\n
[UI] Show “Recurring Type” only if selected form type is “Recurring” (for both: create and edit form layouts)
\n
\n
\n
On Create form action\n
\n
if Form Type is Recurring\n
\n
Automatically add \"Accept Payment\" field to the form
\n
If Recurring Type accidentally comes as NULL or None\n
\n
Set ‘Daily’ by default
\n
\n
\n
\n
\n
\n
\n
On Edit form action (Form Builder tab)\n
\n
if Form Type is Recurring\n
\n
If the \"Accept Payment\" field is not selected on the form builder - show an error: Recurring form can't be saved without the \"Accept Payment\" field
\n
If the \"Email\" field is not selected on the form builder - show an error: Recurring form can't be saved without the \"Email\" field
\n
\n
\n
\n
\n
on Recurring from submitting (accident cases that should be prevented by the logic described above but still may happen due to unexpected errors)\n
\n
if Recurring Type is (NOT equal to None AND is NOT NULL)\n
\n
create recurring subscription order using form price and period selected in Recurring Type
\n
\n
\n
else - show error message: Recurring form can't be submitted without the \"Recurring Type\" field
\n
if the \"Accept Payment\" field is not selected on the form - show an error message: Recurring form can't be submitted without the \"Accept Payment\" field
\n
\n
\n
\n\n\n\n
6) Recurring Product
\n
\n
Change “Recurring Type” property options to be the same as for secure zones
\n
Show error on checkout submit if products with different Recurring Types are added to the shopping cart: Recurring type [typeName] is not allowed for the current payment: gateway
\n
create recurring subscription order using product price and period selected in Recurring Type
\n
On product delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
\n
\n
7) Submitting form with recurring payment error cases
\n
\n
On form with recurring payment submit\n
\n
If PaymentMethod is CreditCard OR Paypal\n
\n
if PaymentMethod is FREE AND totalPrice after discount is 0 AND discount applies for ALL recurring payments\n
\n
proceed request and create order
\n
\n
\n
else
\n
\n
\n
Show validation error:\n
\n
This payment type is not allowed for the recurring subscription
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n
\n
\n
\n
\n
OSE (Nice)
\n
\n
\n
UI
\n
\n
add new Froala WYSIWYG editor
\n
remove jQuery dependency from nice frontend implementation
\n
\n
BE
\n
\n
Add Nice content wrapping logic (like it was in v5)
\n
Add simple text blocks wrapping logic (like it was in v5)
\n
Add Nice scope collection and output via js for frontend scripts
\n
\n
\n
\n
\n
\n
CRM contact ‘States’ improvements
\n
\n
\n
Add new Secure Zone verification setting to:
\n
\n
Settings -> Misc -> CRM Settings ️\n
\n
Enable email verification flow (Default = true)
\n
When false: ️\n
\n
Do not send (or require) a verification email for secure zone subscriptions
\n
On login - do not show validation error if isEmailVerified property of the member is false and just log the user in
\n
\n
\n
\n
\n
\n\n\n
Improve Secure Zone registration logic️:
\n
\n
If a user submits registration form with correct email and password (or if EnableEmailVerificationFlow=false AND if is first registration form submit): ️\n
\n
automatically log user in if isEmailVerified=true or EnableEmailVerificationFlow=false
\n
\n
\n
\n\n
Edit Account form - change email address
\n
\n
When member changes email address - create internal request for new email ️
\n
Validate if new email is not used ️\n
\n
if used - return false result
\n
\n
\n
If Enable email verification flow == true ️\n
\n
Set new email to desiredEmail property of the contact record
\n
Send verification email ️
\n
If verified ️\n
\n
replace email with desiredEmail value
\n
\n
\n
Else ️\n
\n
allow login under old email until confirmed
\n
\n
\n
\n
\n
else ️\n
\n
replace email with desiredEmail value
\n
\n
\n
\n\n\n\n\n\n
CRM contacts ‘states’ indicator ️
\n
Ability to see state of the CRM contact ️
\n
\n
CRM contact crmType=Contact (no icon)
\n
CRM contact crmType=Member AND isEmailVerified=true (blue icon)
\n
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=false (blue icon)
\n
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=true (grey icon)
Update CRM Contact data scopes improvements and refactoring
\n
\n
\n
Update CRM Contact data scopes improvements
\n
Refactor the CRM contact update function based on the following existing update scopes:
\n \n
Update CRM contact from Admin UI Scope\n \n
Allow editing if\n \n
User is logged in into Admin UI via admin login form
\n \n
\n
Disallow editing following fields\n \n
IsDataUsingAllowed
\n \n
\n \n
\n
Update Account Form Scope\n \n
Allow editing if\n \n
User is logged in via site login form
\n \n
\n
Disallow editing following fields\n \n
Role
\n \n
\n \n
\n
Update CRM Contact Form Scope (form rendered by {% component type:\"member_update_form\" %})\n \n
Allow editing if\n \n
User is logged in via site login form AND has Role==Admin
\n \n
\n
Disallow editing following fields\n \n
IsDataUsingAllowed
\n
Role
\n \n
\n \n
\n
Update CRM Contact via general form submit Scope\n \n
Disallow editing following fields\n \n
All Contact Fields \n \n
If (see Update CRM Contact and related data fix)
\n \n
\n \n
\n \n
\n
Update CRM Contact via stripe customer portal Scope\n \n
Edit following fields on \"customer.updated\" webhook retrieve:\n \n
Email
\n
Country
\n
City
\n
State
\n
Address
\n
ZipCode
\n
Phone
\n \n
\n \n
\n \n\n\n
Update Stripe customer data on update CRM contact action
\n
On any update account scopes (except Update CRM Contact via stripe customer portal scope)
\n
\n
if CRM customer has stripe customer relationship.\n
\n
update the following stripe customer's fields:\n
\n
Email
\n
Country
\n
City
\n
State
\n
Address
\n
ZipCode
\n
Phone
\n
\n
\n
\n
\n
\n\n\n
Update CRM Contact and related data fix
\n
On general form submit
\n
\n
1) If CRM Contact by formSubmissionData.Email is already exists AND CRMContactRecord.crmType==Member\n
\n
if form is a registration form AND Enable email verification flow == true AND CRMContactRecord.isEmailVerified==False\n
\n
Go to Point 2)
\n
\n
\n
\n
\n
else\n
\n
Skip updating existed CRM Contact data by info in formSubmissionData
\n
Skip updating Advanced CRM Group fileds if group is attached to the Contact data\n
\n
however create groups for Form Submissions, Orders and Event Bookings with the info from formSubmissionData if group is also attached to the appropriate CRM entity
\n
\n
\n
\n
\n
2) else\n
\n
Create or update CRM Contact data by formSubmissionData\n
\n
If formSubmissionData.<contactFieldAlias> == \"\" - DO NOT update CRMContactRecord.<contactFieldAlias> ️
\n
\n
\n
\n
\n
Create or update Advanced CRM Group fileds if group is attached to the Contact data using info in formSubmissionData\n
\n
If formSubmissionData.<AdvancedCRMGroupfiledAlias> == \"\" - DO NOT update AdvancedCRMGroup.<AdvancedCRMGroupfiledAlias> attached to the CRM Contact ️
\n
\n
\n
If form is a registration form\n
\n
follow the registration process (improvements to the registration process are described in CRM contacts states improvements)
\n
\n
\n
\n\n
\n
\n
\n
\n
Update form field names for consistency
\n
\n
\n
Change names for all fields from Camel Case to Pascal Case (start with capitalized letter) in order to set them to standard.
\n \n
This change is backward compatible.
\n \n
Change names on ‘Update Account Form’ layout:
\n
\n
email => Email
\n
firstName => FirstName
\n
lastName => LastName
\n
confirmPassword => ConfirmPassword
\n
password => Password
\n
oldPassword => OldPassword
\n
site => Site
\n
address => Address
\n
phone => Phone
\n
city => City
\n
state => State
\n
zipCode => ZipCode
\n
country => Country
\n
status => Status
\n
notes => Notes
\n
All advanced crm group fields => UpCase first letter\n
If new invoice number is bigger or equal to the next invoice number in invoice number sequence\n
\n
next invoice number value in invoice number sequence to new invoice number+1
\n
\n
\n
\n\n
\n
\n
\n
\n
Check Wholesaler status on payment flows
\n
\n
\n
For all forms
\n
\n
if from has field Accept Payment AND (formType is SingleItem OR Checkout)\n
\n
Compare current logged in user type with CRM contact record determined by email in formSubmissionData (if no user is logged in - set as Consumer)\n
\n
If they are different - show an error message: The submitter and CRM member types do not match.
\n
\n
\n
\n
\n
\n\n\n
\n
\n
\n
\n
Import Contacts improvement (update email flow)
\n
\n
\n
On import for each contact record
\n
\n
if row contains id\n
\n
if contact record found (by id)\n
\n
if record email is different from import value\n
\n
if there is no such email in the DB\n
\n
change email for the record
\n
\n
\n
else\n
\n
skip whole record update process
\n
\n
\n
\n
\n
else\n
\n
update record
\n
\n
\n
\n
\n
else\n
\n
skip whole record update process
\n
\n
\n
\n
\n
else\n
\n
try find contact record by email\n
\n
if found\n
\n
update record
\n
\n
\n
else\n
\n
create record
\n
\n
\n
\n
\n
\n
\n
\n\n\n
\n
\n
\n
\n
Add .stl .dcm extensions to the CMS
\n
\n
\n
Add ability to upload files with extensions:
\n
\n
.stl
\n
.dcm
\n
\n
\n
\n
\n
\n
Restrict selecting child module that is already set as parent to another module
\n
\n
\n
Module -> Settings -> Advanced settings:
\n
\n
Allow creating foreign items from other existing Custom Modules setting\n
\n
if the selected module is changed:\n
\n
Do not allow to save linkage to that new module if it is already linked to another module as a parent or a child module. Show error: This module already has parent-child relation
\n
\n
\n
\n
\n
\n\n\n
\n
\n\n
\n\n\n\n\n\n
Bug Fixes
\n
\n \n
\n
\n
Import the same items - doesn't work autocomplete URL's
Implemented improved logic of parent item assignment.
\n\n
(1) When performing import from:
\n
\n
Tree View Root or List View\n
\n
If the `Parents` column is empty - all items will be assigned to the root level (they will have URLs like \"/module-slug/item-slug\")
\n
\n
\n\n
Particular folder item from Tree View\n
\n
If the `Parents` column is empty - all items will be assigned to that particular item (they will have URLs like \"/module-slug/particular-folder-item-slug/item-slug\")
\n
\n
\n
\n\n\n
(2) If `Parents` column is not present in the import file
\n
\n
if row represents new item - take parent like described above for empty column (1)
\n
if row represents existing item (`External Id` column contains ID of the existing item in DB) - do not apply any changes to Parents relationship.
\n
\n\n
(3) Added improved logic for parent relationships in import/export file
\n
\n
Now item’s sequence is not required to be order \"parent items first then child items\". \n
\n
Import process will determine relations between all items based on \n
\n
url list from `Parents` column
\n
slug from column `Url Slug`
\n
existing URLs from DB
\n
\n
\n\n
and will create proper tree based on that data. So if you are trying to assign new item in row #2 to the parent that should be an item from row #3 - the only thing you should do is to use the correct parent URLs in `Parents` column. Example:
\n\n
\n
\n
\n\n\n\n
\n \n
\n
\n
External ID
\n
\n
\n
Item Name
\n
\n
\n
Url Slug
\n
\n
\n
Parents
\n
\n
\n
\n
\n\n
\n
\n
Test SubItem
\n
\n
\n
test-subitem
\n
\n
\n
/module-slug/test-parent
\n
\n
\n
\n
\n\n
\n
\n
Test Parent
\n
\n
\n
test-parent
\n
\n
\n
/module-slug
\n
\n
\n \n
\n
In this case the import will determine that ”Test Subitem” should be a child item to ”Test Parent” (regardless of the fact that is in the next row). So it will create the item from row #3 first and then create the item from row #2 and it will attach ”Test Subitem” to the ”Test Parent”, eg:
\n
\n
Test Parent |___Test Subitem
\n
\n\n
(4) When retrieving new URLs after the new parent’s assignment:
\n
\n
If any of them already exists
\n
If ’Settings’ > ‘Misc’ > ’Disable autocomplete for already taken URL slugs’\n
\n
is true: show error and will skip applying changes to the item
\n
is false: find such \"-[number]\" suffix to the item slug that all new urls of the item is not existing in the DB or prepare to be added from the current import file - see (3)
\n
\n
\n
\n\n\n
(5) If item contains several parents (or should be attached to several parent items) - their URLs should be listed in column `Parents` separated by \";\":
\n
\n \n
\n
\n
Parents
\n
\n
\n
\n
\n
/module-slug;/module-slug/test-parent
\n
\n
\n \n
\n
\n
When applying parent relationship changes, import will show error and will skip applying changes to the item, if:\n
\n
at least one of the parent urls\n
\n
is not existing in the DB OR
\n
is not successfuly prepared to be added from the current import file - see (3) and (4)
\n
\n
\n
Import will show error and will skip applying changes to the item if you set up several parents to the item and the parent item Module doesn't have setting \"Allow multiple parents\" == true.
\n
\n
\n
\n\n
6) Import will show error and will skip applying changes to the item on update item if `Parents` column contains URL of the current item (item could not be set as child to itself!)
\n
NOTE: If an error will be applied to the item that is supposed to be a parent to some other items in the import file - all those child items will not be added/updated as well because of the error that one of the parent URLs does not exist as described above in (5).
\n
\n
\n
\n
\n
Page Caching Improvement
\n
\n
\n
Caching Logic:
\n
When site visitor requests a page, try to find the page in the cache by URL
\n
\n
(A) If found and could be shown (see The logic when show page from the cache below)\n
\n
If page was cached less then 10 seconds ago\n
\n
render html from cache
\n
\n
\n
else\n
\n
go to (B)
\n
\n
\n
\n
\n
(B) else\n
\n
render the page via liquid engine
\n
If page could be added based on the ‘The logic of adding to the cache’ described below\n
\n
add the page to cache
\n
set timeout for page - 10 seconds
\n
if while page parsing there was a parse of the {% component type:\"shopping_cart\" %}\n
\n
Set to cache objectCachedPageObject.UsedShoppingCartOnPage = true
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n\n\n\n\n\n
Cached page object should contain following data:
\n
\n
URL [string]
\n
DateCached [datetime] (default)\n
\n
Current DateTime
\n
\n
\n
HTML [string]
\n
UsedShoppingCartOnPage [bool]
\n
\n\n
The logic of adding to the cache:
\n
\n
If a visitor is a logged in user\n
\n
DISALLOW add to Cache
\n
\n
\n
else\n
\n
If ShoppingCart == null or ShoppingCart.items == 0\n
\n
ALLOW add to Cache
\n
\n
\n
else\n
\n
If CachedPageObject.UsedShoppingCartOnPage == true\n
\n
DISALLOW add to Cache
\n
\n
\n
else\n
\n
ALLOW add to Cache
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n\n\n
The logic when show page from the cache:
\n
\n
(1) If a visitor is a logged in user\n
\n
DISALLOW show page from the cache
\n
\n
\n
else\n
\n
(2) If ShoppingCart == null or ShoppingCart.items == 0\n
\n
ALLOW show page from the cache
\n
\n
\n
else\n
\n
(3) If CachedPageObject.UsedShoppingCartOnPage == true\n
\n
DISALLOW show page from the cache
\n
\n
\n
else\n
\n
ALLOW show page from the cache
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n
Here are the tables that represent all rules above:
\n\n
(1)
\n
\n \n
\n
\n
Visitor is logged in user
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
\n
\n
ToShow
\n
\n
\n
See table 3
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToCache
\n
\n
\n
See table 2
\n
\n
\n
FALSE
\n
\n
\n \n
\n
(2)
\n
\n \n
\n
\n
ShoppingCartIsNullOrEmpty
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
UsedShoppingCartOnPage
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToCache
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n \n
\n
(3)
\n
\n \n
\n
\n
ShoppingCartIsNullOrEmpty
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
UsedShoppingCartOnPage
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToShow
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n \n
\n\n
\n
\n
\n
\n\n
FTP sync time improvement
\n
\n
\n
Significantly increased sync time when update pages, templates, snippets etc via FTP
\n
Fixed site errors when upload more then 100 files at once
\n
\n
\n \n
\n
Bug Fixes
\n
\n \n
\n
\n
Slowly works page
\n
\n
\n
Fixed slow page load speed when used a lot of content for secure zone
not correct this.RecipientName where it should be this.PurchaserName
\n
\n
\n
In Gift Voucher layout Uses this.RecipientName where it should be this.PurchaserName
\n
http://prntscr.com/t0ibqq
\n
\n
\n
\n
\n
/admin vs /Admin
\n
\n
\n
Go to https://stage.treepl.co/Admin and https://furnitura-copy-site.etrnl.me/Admin
\n
Error 404 on v6 http://joxi.ru/DrlW3MEhK0MwzA
\n
\n
\n
\n
\n
Export - Secure Zone Expiry dates wrong/Import - assign Secure Zone
\n
\n
\n
Go to Contacts and do export
\n
Pay attention on exportin file all Expiry Dates = \"2099-12-11\" http://joxi.ru/Y2LaoD8txvRpvA
\n
\n
\n
\n
\n
URL with symbols doesn't open / download
\n
\n
\n
Upload file via form (attached or https://stage-test.trialsite.co/admin/contacts/10163/form-submissions/10302)
\n
Try download file from form http://joxi.ru/D2Pnoy6twRlJyr or file manager http://joxi.ru/p27YyEgCLxvn6r
\n
\n
\n
\n
\n
Attributes - set up a lot of domains
\n
\n
\n
Create on Domains more than 3 and set up different currency
\n
Go to Product -> cteate attributes -> save all prices 0 https://prnt.sc/1v0q2z9 -> display \"show more\" https://prnt.sc/1v0q4fv
\n
\n
\n
\n
\n
Order of catalogs not correct
\n
\n
\n
Go to Products
\n
Open Catalogs tab - catalogs display is not correct order like on page Catalogs https://prnt.sc/1u8adja
\n
\n
\n
\n
\n
Custom module - sorting by tags doesn't work
\n
\n
\n
Go to custom modules and enable tags
\n
Add some items with tags
\n
Create new table with property \"Item Tag \" http://joxi.ru/L21BOJ3twVDRbA
\n
Try sorting items in list view http://joxi.net/YmE5opqTG9LbPm (it works in v5)
\n
\n
\n
\n
\n
Error after clicking on the \"login\" button
\n
\n
\n
Click on the \"login\" button without filling in the email address and password field https://prnt.sc/1upqpsv
\n
The following error will be displayed https://prnt.sc/1uqyzqy
\n
\n
\n
\n
\n
Orders - Order statuses
\n
\n
\n
Go to https://furnitura-copy-site.etrnl.me/admin/ecommerce-settings/statuses
\n
first bug - http://joxi.ru/xAeoWX8UMVqObm deleted items are showing in order editing
\n
second bug - http://joxi.ru/GrqakBVtzbq7nr after renaming the order status changed the name to the previous one after editing the content http://joxi.ru/ZrJKojEFQkljNm
\n
third bug - new order status emails used the content of previous emails http://joxi.ru/eAOOo65cvGl3zA
\n
\n
\n
\n
\n
Advanced CRM Groups - Сhanges order after creating a new field and reloading the page
\n
\n
\n
Go to Advanced CRM Groups
\n
Create new fields in any CRM group and click save
\n
Reload page
\n
Pay attention new fields change their position (https://www.dropbox.com/s/giv4det5q1faf2x/CRM%20random%20fields.webm?dl=0)
\n
\n
\n
\n
\n
Advanced CRM Group - not display on thanky, workflow and autoresponder
\n
\n
\n
create form with adc crm group (set up all types https://prnt.sc/1ubwm1q)
\n
On thank you, workflow and autoresponder - not display info https://prnt.sc/1ubjuh1 https://prnt.sc/1ubjwcn
\n
\n
\n \n
\n\n\n\n\n\n\n\n\n
6.2.0
\n\n
Public Backlog Features
\n
\n \n
\n
Unassign secure zone from front-end
\n
\n
CRM contact Role field
\n
Add system field to the CRM contact record.\n Place it on the edit contact form and contact details page in the admin.\n Add Admin User indicator on the contact list.\n
\n
Field description:\n
\n
\n
\n Name\n
\n
Role
\n
\n
\n
\n Type\n
\n
select\n
\n
Values\n
\n
General\n\n
\n
default
\n
\n
\n
Admin User\n
\n
\n
\n
\n
\n
\n
Restrictions:
\n
\n
Count CRM users with role Admin User as invited admin users to the site. Apply Site Plan restrictions to invite admin user or save new CRM record with role Admin User based on SUM of admin users plus CRM records with role Admin User\n
\n
Show same error message on trying to create CRM contact with role Admin User as on inviting admin users.\n
<form action=\"/forms/members/update-member.ashx\" method=\"POST\" enctype=\"multipart/form-data\"> \n \n <input type=\"hidden\" name=\"userId\" value=\"{{this.member.id}}\"/> \n \n \n //similar content as generates for update account form in /api/forms/system-form-templates ProfileFormTemplate\n // including advanced crm groups attached to the Contacts\n // replace request.currentmember. in values with this.member. in order to correctly fill the data into the form\n \n </form>\n \n
\n
\n
\n
Toolbox
\n
Secure Zone -> Update Member Form\n
\n
Form validation and processing\n
\n
Create update member form handler API\n
\n
\n
\n endpoint\n
\n
/forms/members/update-member.ashx\n
\n
\n
\n
Add support of the jsonResponse param in GET params of the endpoint\n
\n
\n
Validate submission:\n
\n
\n
\n If the current logged in user is not null AND he has Role == Admin User\n
\n
\n if formData.userId is empty - show validation message\n
\n
UserId field is required\n
\n
\n
\n
\n elseif user can't be found by formData.userId - show validation message\n
\n
User with specified id doesn't exist\n
\n
\n
\n
\n elseif user found by formData.userId has role Role == Admin User - show validation message\n\n
\n
Users with \"Admin User\" role can't be updated\n
\n
\n
\n
\n else\n
\n
\n Proceed to update member data the same way as it works in the admin UI EXCEPT of the Role and IsDataUsingAllowed fields. \nThese fields are not allowed to be updated via this API. No error message is needed just skip the role field from the formData if it occurs there.\n
\n
\n
\n
\n else \n
\n
\n Set Error message to the formSubmissionData:\n
\n
Action restricted for your user role\n
\n
\n
\n
\n if jsonResponse\n
\n
\n render formSubmissionData as json response similar to other form submissions\n\n
\n
\n
\n
\n
\n
\n else\n
\n
Redirect to the 403 system page.\n
\n
\n
\n
\n
\n
\n
Import/Export Process for field Role
\n
Do not add this field to the import and export contacts process.\n The role could be assigned only via admin UI\n
\n
\n
\n
\n
\n Create mailing list based on custom report\n
\n
\n
Custom Report Changes\n
\n
Add Mailing List Sync group to the Custom Report -> Settings tab\n Fields:\n
\n
\n
\n Enable Sync With Mailing List\n\n
\n
checkbox
\n
once selected - show fields below
\n
\n
\n
\n Mailing List\n
\n
dropdown
\n
\n required once Enable Sync With Mailing List is selected\n
\n
\n values\n
\n
List of all mailing lists\n
\n
\n
\n
DO NOT ALLOW to select a mailing list that has already been used by another custom report\n
\n
\n
\n
\n
\n
\n Update Period (in hours)\n
\n
\n number (int)\n
\n
save 0 by default\n
\n
\n
\n
\n
\n
\n Sync Type\n
\n
\n dropdown\n
\n
\n values\n
\n
\n \"Add All Users From Report\" (default) \n
\n
\"Adjust Mail List Users To Be The Same As In The Report\" \n
\n
\"Remove Mail List Users That Are Collected In The Report\"
\n if report.SyncType == \"Add All Users From Report\"\n
\n
find all contacts from the report that are not added to the mailing list
\n
add those to the mailing list
\n\n
\n
\n
\n else if report.SyncType == \"Adjust Mail List Users To Be The Same As In The Report\"\n
\n
unsubscribe all contacts from the mailing list that are not matched to the report contacts\n
\n
subscribe to the mailing list all contacts from the report contacts that are not subscribed yet
\n
\n
\n
\n else if report.SyncType == \"Remove Mail List Users That Are Collected In The Report\"\n
\n
unsubscribe all contacts from the mailing list that are matched to the report contacts\n
\n
\n
\n
\n
\n
\n \n
\n
\n
\n
\n Native Comments\n
\n
\n
Plan Restriction\n
\n
\n
Available starting from Pro\n
\n
\n
Comments General logic description\n
\n
\n
\n Comments may be threaded (i.e. commenters can respond to existing comments) or flat (a chronological listing of comments).\n \n
\n
\n We should have the ability natively to emphasize the module item’s author comments.\n
\n
use item.addedBy of the module item and comment.author.id in condition in liquid comment layout
\n \n
\n
\n
Comments should have the ability to be added to any module items and products.\n
\n
Prevent liquid and html in comments\n
\n
html encode and wrap {% raw %}{% endraw %} on liquid\n
\n
\n
\n
Ability to mark comment links as “no-follow” for SEO reasons (auto-apply nofollow to the links on rendering or saving process)\n
\n
Allow sending rating with comment\n
\n
Available rating range 1-100
\n
\n
\n Add ability to delete comments\n
Add ability to edit comments
\n
Add admin UI for comments and comment settings
\n
Add ability to assign workflow notification once a comment is created
\n\n\n
\n
Comments Moderation\n
\n
Add ability to moderate comments
\n
\n
Add page Content -> Comments\n
\n
\n
Apply workflow to send a notification once the comment is created\n Moderators would receive a notification of new comments and have the ability to approve or deny comments.\n
wrap in {% raw %}{% endraw %} content before adding it to the liquid object\n
\n
\n
\n
\n Prevent HTML in comments\n
\n
strip all HTML from the body\n
\n
find all links in the content and wrap it in <a href=\"[link]\" rel=\"noindex, nofollow\" >[link]</a>
\n
\n
\n
\n
\n Comment submit form\n
\n
The form should contain the following fields\n
\n
\n
\n Body\n
\n
string (multiline)\n
\n
\n \n
\n
\n Rating\n
\n
\n number\n
\n
min 1\n
\n
max 100
\n
\n
\n
\n
\n
reCaptcha v3\n
\n
\n
Send workflow once a comment is created (if comment settings for the module contain workflows)\n
\n
If comment settings (moderation of the new comments) for the module required moderation - set the status to Pending\n If not - set the status to Approved\n
\n
Use Comment body saving rules once saving the item
\n
Show error message if comment settings (comment sending policy) is Comment Once Only and currently logged-in member already has at least one comment to the current item
\n\n
\n
\n Error message\n
\n
\n You can't leave more than one comment for this item\n\n
Send workflow once a comment is edited (if comment settings for the module contain workflows) \n If comment settings (moderation of the edited comments) for the module required moderation - set the status to Pending\n
\n
\n Use Comment body saving rules once saving the ite\n
General component Default Layout (/cms-assets/layouts/comment_threads/template.layout):\n<div class=\"comment-threads\">\n {% include \"{{this.threadLayout}}\" %}\n</div>\n
Clicking on any of those should trigger print action of the corresponded layout (Invoice layout is an Invoice system email content).\n
\n
\n
\n \n
\n\n
Bug Fixes
\n
\n \n \n
\n
An issue with grouped items import
\n
After the products import, the grouped items were broken if the shipping was enabled for products.
\n
\n
\n
Shipping Option - Radio button can't be enabled with the \"Handling Charge\" setting
\n
\n \n
Go to Shipping Options -> edit -> settings
\n
Change the fee for \"handling charge\"
\n
Go to shopping cart
\n
The switch can't be enabled with the \"Handling Charge\" setting
\n\n \n
\n
\n
\n
Bambora - order is created in Bambora, but not created in the admin
\n
\n \n
Try to buy a product and on the last step -
\n
Close the window
\n
In Bambora the payment is created, but not in admin
\n\n \n
\n
\n
\n
Custom report - Advanced CRM group does not display in reports\n\n
\n
\n \n
Create an Advanced CRM group and assigned it to Contact\n
\n
Create custom report -> Contact and Secure Zone - no info from CRM group
\n \n
\n
\n
\n
Copying a site without custom properties
\n
After copying a site in Custom Module item for a CRM data source field was empty\n\n
\n
\n
\n
Orders - does not send an email when the status changes.
\n
When I change the status CRM>Orders, the system updates the status but doesn't send the email.
\n
\n
\n
The detail layout is being returned instead of the list layout layout
\n
When the grouped product was selected from the dropdown, the detail layout was displayed instead of the list layout was displayed instead of the list layout.
\n
\n
\n
Email - incorrect tags display
\n
These tags aren't displayed correctly {{this.FormSubmissionData.Fields.Custom}} and {{this.FormSubmissionData.Fields.System}}
\n
\n
\n
Catalogs - deleted catalogs
\n
\n \n
Components->Ecommerce-> List of Catalogs -> Filter values - deleted catalog are displayed
\n \n
\n
\n
\n
Discount codes - stopped working
\n
Some discount codes are not applied correctly on the front-end\n
\n
\n
\n
Events - double import doesn't work
\n
\n \n
Go to Events
\n
Create an Event group and import files from attachments twice
\n
The error gets displayed after the second import
\n\n \n
\n
\n
\n
Email - Workflow Notification
\n
The form name is displayed incorrectly in the Workflow Notification email
\n
\n
\n
Tree view on items
\n
\n \n
Create more than 10 folders
\n
Go to the second page and open one folder
\n
Inside the folder create more than 10 folders
\n
Go to a subfolder on the second page - incorrect URL display
\n\n \n
\n
\n
\n
Default shopping_cart - doesn't work
\n
The default shopping_cart summary layout does not seem to be rendering anything.\n\n
\n
\n
\n
Custom Module - random view works incorrectly\n\n
\n
Initial randomized order of items won’t remain when navigating the pagination\n\n
\n
\n
\n
Checkout form - incorrect info in admin\n\n
\n
On checkout, when the user puts in shipping address, shipping city and shipping zipcode, that data overwrites the data the user has populated address, city and zipcode with. Does the user leave the shipping address blank on checkout, data the user has given as address for the crm gets deleted.\n
\n
\n
\n
Bambora, PayPal - an email with “_”
\n
\n \n
Go to buy a product and put email test_@test.co
\n
Pay with Bambora or PayPal - returns error
\n
If user submitted checkout form with testt3606_@ - ORDER page stops working in the admin
\n\n \n
\n
\n
\n
Customize table - error on list when createing same name in columns
\n
\n \n
Create Property with name Description
\n
Try to display this column on a table - error returned (validation required)
\n\n \n
\n
\n
\n
Event - not rendering {{this.parent.id}}
\n
\n \n
Go to form for the event and add this tag into layout: {{this.parent.id}} https://prnt.sc/1r4k2dx
\n
Open an event on the front-end - no parent ID is displayed
\n\n\n \n
\n
\n
\n
Customized column - \"Supplier\" column missing
\n
\n \n
Go to any custom module->table and set up Supplier column
\n
Go to list of custom modules items - no Supplier is displayed
\n\n\n \n
\n
\n
\n
Custom Report - no filtering by \"form fields\"
\n
Custom reports couldn’t be generated by the form custom fields.\n\n
Like in BC it would be nice if one could print (style would be taken from Invoice email content) the invoice for the customer that you would included with the product when sending it to the customer. \nAbility to print would also include shipping layouts (Packing Slip, Package Label layouts)\n
\nAt the moment we would need to do all sorts of workarounds …
\n Time zone bug: the Release date and Expiry dates are displayed\n incorrectly.\n
\n
\n
\n
6.1.4
\n
Custom module
\n
\n
\n Search in custom module: the search doesn't work by min-max number and\n min-max date time.\n
\n
\n
\n
\n
\n searchScope is only searching on the last property in the search string.\n eg: only items with FieldTwo == Test Two are displayed:\n \n \n searchScope:\n \"{'prop_FieldOne':'Test One','prop_FieldTwo':'Test Two'}\"\n \n \n If the property order around is switched, only items with FieldOne == Test One\n are displayed: searchScope: \"{'prop_FieldTwo':'Test\n Two','prop_FieldOne':'Test One'}\" All queries other than the last one\n are ignored.\n
\n
\n
\n
6.1.4
\n
Events
\n
\n The following error is displayed: \"Liquid Error: Field not found in row:\n CustomerTypeName\" instead of the event payment form for the logged in\n user. If the user is not logged in, the form displays fine.\n
\n
\n
\n
6.1.4
\n
Setup Analytics
\n
\n Google script is being inserted even if no analytics is set up\n (https://prnt.sc/1e1b4lx - there is no account ID in this script).\n
\n
\n
\n
6.1.4
\n
Liquid CRM
\n
\n Filtration by customer ID for the cases, orders, bookings lists and\n custom CRM group output.\n
\n
\n
\n
6.1.4
\n
Liquid
\n
Roll back the output of arrays in liquid with wrapping in [] .
\n
\n
\n
6.1.4
\n
Products and Events
\n
Optimize products, events, related items, grouped items, and favorites functions
\n
\n
\n
6.1.4
\n
Custom modules
\n
If you render {{this}}, \"Parent\": null, ParentName and ParentUrl are missing on the page in the page folder.
\n
\n
\n
6.1.4
\n
SEO
\n
This condition doesn't work: https://prnt.sc/1d358hv, when rendering {{this.SEOTitle}} on the system pages, nothing is rendered.
\n
\n
\n
6.1.4
\n
Liquid
\n
The Id isn't rendered in the \"orders\" FormatSetting component: https://prnt.sc/1dzy1h8, therefore currency custom settings do not apply.
Customize table in Custom Module -> set up Added by - > the information isn't displayed on the list: https://prnt.sc/1bppzw6
\n
\n
\n
6.1.4
\n
Admin
\n
Empty snippet -> create empty snippet -> add this snippet to the page -> there's a liquid error on the front end
\n
\n \n \n
\n
6.1.4
\n
CRM
\n
When an admin user outputs information about contacts on the page {% component type: \"CRMContacts\", collectionVariable: \"crm\" %}, there is an extra token field that the admin user should not see. And an admin user who has different tokens is rendered multiple times:\n https://prnt.sc/1gnkgv4
\n
\n
\n
6.1.4
\n
ID
\n
\n Keep old ids (one-digit) mapping to the new ones (four-digit) for the following \n - Workflow \n - Mailing list \n - Secure Zone\"\n
\n
\n
\n
6.1.4
\n
Export
\n
Custom module export bug: the custom properties were missing in the Excel file.
\n
\n
\n
6.1.4
\n
Export
\n
If there were more than 2 products in the order, the products were displayed incorrectly in the Excel file (https://prnt.sc/1gmcjwz).
\n
\n
\n
6.1.4
\n
Export
\n
Custom modules incorrect custom fields order output to the Excel doc.
\n
\n
\n
6.1.4
\n
Import
\n
After catalog import, only the root folder was applied to products.
\n
\n
\n
6.1.4
\n
Import
\n
Bug: Internal error when importing the custom module.
\n
\n
\n
6.1.4
\n
Shipping Options
\n
The test shipping option couldn't be deleted from the admin if it was selected in the order.
\n
\n
\n
6.1.4
\n
Blog
\n
\"Internal error\" after selecting the author for the blog.
\n
\n
\n
6.1.4
\n
Event
\n
Even if the \"Enable Bookings\" checkbox was disabled, the events weren't displayed on the frontend.
\n
\n \n \n \n
\n
6.1.4
\n
Orders/cases
\n
With 6.1.4 if the payment is canceled by the payment provider, there will be an error message after the form submission attempt, the case and order won't be created and therefore the workflow and autoresponder won't be sent.
\n
\n
\n
6.1.4
\n
Sitemap
\n
The sitemap was generated incorrectly if the expiry date and release date were disabled in the custom module.
\n
\n
\n
6.1.4
\n
FormSubmissionData
\n
{{FormSubmission.Order.ShippingAddress}} tag wasn't working correctly for the autoresponder, workflow and invoice.
\n
\n
\n
6.1.4
\n
Setup Analytics
\n
The Tracking ID and View ID couldn't be saved in the \"Setup Analytics\" tab.
\n
\n
\n
6.1.4
\n
\"Allow listing CRM contacts data\" checkbox
\n
Saving bug: the value of the \"Allow listing CRM contacts data\" checkbox wasn't saved properly (https://prnt.sc/1gmrhhs).
\n
\n
\n
6.1.4
\n
ID
\n
Bug: incorrect user and form submission ID in the autoresponder.
\n
\n
\n
6.1.4
\n
ID
\n
Note: If during the implementation you've hardcoded the IDs (e.g. secure zone or customer IDs), you'll need to change these IDs to the new ones.
\n
\n
\n
6.1.4
\n
Custom Module
\n
\n Custom module create/edit functions:
\n 1) The code (create/edit) is generated in the incorrect order: http://joxi.ru/v29Y8y7CR8ddK2 \n 2) The categories are not saved: http://joxi.ru/nAy1g6eTa7yaYA \n 3) The tags from the form are not rendered to the front end: http://joxi.ru/E2pZxnMT4lOvbr \n 4) There's an error \"access forbidden\" after creating though an item is being created. \n 5) After editing the custom module the layout is changed to the default one: http://joxi.ru/n2YJo0YU73Gk3A\n \n 6) The redirect doesn't work when creating/editing (for instance, <input type=\"hidden\" name=\"redirectURL\" value=\"/my-new-confirmation-page\">) a custom module:\n http://joxi.ru/gmvXNVjCdkyvdA\n
\n
\n
\n
6.1.4
\n
Secure Zone
\n
Create a form with a paid (daily) secure zone -> set up a form autoresponder {{this}} -> incorrect info about secure zone is rendered:\n https://prnt.sc/1ginqhf
\n
\n
\n
6.1.4
\n
Liquid (concurrent processes error)
\n
Intermittent liquid error when rendering menus: \"Liquid Error: The process cannot access the file 'D:\\iis\\websites\\4085\\25585\\ftp\\Content\\MenuLayouts\\new_main_menu\\Main Menu\\menu.layout' because it is being used by another process.
\n
\n
\n
6.1.4
\n
Liquid (concurrent processes error)
\n
Intermittent liquid error when viewing catalogs: \"Liquid Error: Exception while reading from stream\"
\n Select \"Use default template\" in the custom module settings - create an item and select \"Use default template\" - incorrect template is being displayed: https://prnt.sc/1be0xnr.\n
\n Create Advanced CRM Group with some fields -> add another field after saving and click on \"save\" https://prnt.sc/1h02s0g -> previous fields will disappear: https://prnt.sc/1h02w8x.\n
\n
\n
\n \n
6.1.5
\n
System Page
\n
Add ability to update \"deferred-order-payment\" system page template. Add currentMemberOnly: \"false\" to the component type:\"orders\".
\n
\n
\n \n
6.1.5
\n
Shopping cart
\n
Incorrect display of the title in the shopping cart: shopping_cart.
When you uncheck \"Enable Bookings\", the homepage layout completely breaks and for some reason ecommerce fields are shown in the backend and the event date fields are removed.
All pages connected with eCommerce are working slowly.
\n
\n
\n \n
6.1.5
\n
Category
\n
module_category_list is not rendering the category IDs. The IDs are visible in the JSON collection output but do not render when looping {% component type: \"module_category_list\", module: \"Blog Post\", collectionVariable: \"test\" %} <pre>{{test}}</pre> <pre>{{test.Items[0].Id}}</pre>
\n
\n
\n \n
6.1.5
\n
\n
Custom module
\n
\n
\n If \"Enable bookings\" checkbox is enabled https://prnt.sc/1ibjad4, the items aren't displayed on the front end.\n
\n
\n
\n \n
6.1.5
\n
\n
Custom module
\n
\n
\n If \"Enable bookings\" checkbox is enabled https://prnt.sc/1ibjad4 and {{this}} is rendered on the item detail, the information on \"hide when full\", etc. related to the event will be missing.\n
DWG and DXF file formats weren't supported for media downloads.
\n
\n
\n \n
6.1.5
\n
Email Marketing
\n
The API Key value wasn't saved in the \"API Provider\" tab.
\n
\n
\n \n
6.1.5
\n
Custom modules, Update Form
\n
Custom module Update Form bug: the update form wasn't adding the \"/\" before the image URL. Also, the custom properties were deleted after the custom module was updated.
\n
\n
\n \n
6.1.5
\n
Custom module
\n
The field information and custom properties were displayed incorrectly in the workflow.
\n
\n
\n \n
6.1.5
\n
Pages
\n
Only folders were shown and the pages were missing in the \"pages\" tab on the tree view after the page folder was edited and the \"back\" button was clicked.
\n
\n
\n \n
6.1.5
\n
Form / form submission
\n
The form submissions had the incorrect time. The same issue was with event bookings.
\n
\n
\n \n
6.1.5
\n
Recaptcha
\n
\"Create Login\", \"Reset password\" and \"Update Account\" form bug: if the Recaptcha v2 or v3 was set up, the error was displayed after the form submission.
\n
\n
\n \n
6.1.5
\n
Recaptcha
\n
Bug: the user could submit a form without passing the Recaptcha verification. This affected the \"Login\", \"Reset password\" and \"Update\" forms.
\n
\n
\n \n
6.1.5
\n
Form / form submission
\n
The autoresponder and workflow weren't sent after the form submission.
\n
\n
\n \n
6.1.5
\n
Emails
\n
The system emails weren't sent.
\n
\n
\n \n
6.1.5
\n
Form
\n
The redirect wasn't working for the \"secure zone login\" functionality and the user was redirected to the error page after logging into the secure zone.
\n
\n
\n \n
6.1.5
\n
Pages
\n
The \"Make item secure\" functionality wasn't working correctly for pages and folders, the checkbox with the secure zone name couldn't be disabled.
\n
\n
\n \n
6.1.5
\n
Email Templates
\n
The changes weren't displayed in the invoice even though the system template was edited.
\n Create a weekly paid secure zone -> pay for secure zone access -> an order is neither created nor secure zone is assigned to the user https://prnt.sc/1jflseu/, the form submissions are created\n
\n
\n
\n
6.1.6
\n
Site notifications
\n
The issue with the email delivery is now fixed (this applies to workflows, autoresponders, \"reset password\" and \"Invite admin user\" emails, etc.)
\n
\n
\n
6.1.6
\n
Shopping cart
\n
Bug: if two products were added to the shopping cart and one product was deleted, the error was displayed.
\n
\n
\n
6.1.6
\n
Stripe
\n
The shipping address was displayed incorrectly in Stripe (only the country information was passed to Stripe after the payment).
\n
\n
\n
6.1.6
\n
Pages
\n
BUG: the content was deleted in the parent folder when there was a URL conflict within the folder (identical URLs conflict).
\n
\n
\n
6.1.6
\n
FTP
\n
The pages weren't shown in the \"Pages\" tab after they were uploaded via FTP. The pages weren't visible in FTP either.
\n
\n
\n
6.1.6
\n
Bambora
\n
\n There was an issue with products purchase with the following settings for Bambora: https://prnt.sc/1mv8g20\n
\n
\n
\n
6.1.6
\n
Stripe / Bambora 3D secure / Pay with Pay Pal
\n
If two-step card payment was selected for one of the following gateways: Stripe, Bambora, \"Pay with Paypal\", the internal error was displayed after the payment.
\n
\n
\n
6.1.6
\n
Authorize net
\n
\n BUG: Even though the \"Give one-day access before payment received\" option was selected: http://joxi.net/DmBYjR7Cg9DaMr, the access wasn't granted to the user after payment.\n
\n
\n
\n
6.1.6
\n
Email domains
\n
\n If the domain wasn't verified (the \"Failed\" status was shown in the admin) and the \"Retry\" button was clicked, the \"internal error\" was shown: https://prnt.sc/1mv4jvd\n
\n
\n
\n
6.1.6
\n
Taxes
\n
Multiple identical tax codes were displayed in the dropdown on the shopping cart page if the user constantly logged in and logged out from the secure zone.
\n
\n
\n
6.1.6
\n
Cases
\n
BUG: this.case couldn't be displayed on the page, the \"Liquid error\" was shown instead.
\n
\n
\n \n
6.1.7
\n
Payment settings
\n
\n
After removing the payment gateway settings and refreshing the page, they are coming back: http://joxi.ru/BA0YlbaCvgLaqr
\n Set an API Provider -> then go to Mailing Lists and create new -> an error is being displayed: https://prnt.sc/1indmrm\n
\n
\n
\n \n
6.1.7
\n
Liquid
\n
\n
{{request.request_data.referrer}} changed from displaying relative URLs to absolute URLs.
\n
\n
\n
\n \n
6.1.7
\n
Liquid
\n
The following tags do not work: {{this.formSubmissionData.fields.custom.Payment_ShippingAddress.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingCity.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingState.value}} {{this.formSubmissionData.Fields.Custom.Zip_Code.value}}
\n
\n
\n \n
6.1.7
\n
Event booking
\n
BUG: The event bookings were displayed without an event name after the event was purchased and then deleted.
\n
\n
\n \n
6.1.7
\n
Time zone
\n
The time was displayed incorrectly in admin in such cases: - for orders; - incorrect time for the {{this.order.invoiceDate}} tag;
\n
\n
\n \n
6.1.7
\n
Currency
\n
\n After adding a new currentcy, add a product with the price and configure payment settings, then delete a product and payment settings and try to delete the currency -> an error is being displayed: http://joxi.ru/n2YJo0YU7LYB5A\n
\n
\n
\n \n
6.1.7
\n
WYSIWYG
\n
BUG: If the image was inserted via WYSIWYG, the long image code was displayed in the code view instead of the short one.
\n If you go to the checkout forms and fill in all the fields (incl. zip, state, city or system city and address), everything works fine. If you don't fill all these fields on the checkout, the data the user has indicated as an address will be deleted in the site admin: https://prnt.sc/1qhjkbf\n
\n 5.9.5 - {{this.InventoryProductVariations}} tag displayed such a data array: http://joxi.ru/4Ak6REZHjNy4V2With v6 you need to add specific tags to display elements of that data array:{{this.SKUCode}}, {{this.InStock}}, there's no access to PreOrder:http://joxi.ru/YmE5opqTGbDzRm http://joxi.ru/a2XNoY7TQ0aWWr\n
SEO -> select Enable Automation of sitemap https://prnt.sc/1qd0l8n -> go to Sitemap -> the automation doesn't work
\n
\n
\n \n
6.1.8
\n
Import with empty lines
\n
If you go to an Event and make an export (there should be several lines empty in the file) https://prnt.sc/1q2tqgj -> and then import the same file -> it results in an error in the site admin, however, the import will be completed with empty items: https://prnt.sc/1q2u0g0
\n
\n
\n \n
6.1.8
\n
Weighting
\n
If in addition to weighting in module items you'll add sorting by name to module output,the sorting by weighting will be ignored if filtering is in use. Without filtering weighting works correctly.
\n
\n
\n \n
6.1.8
\n
Custom module
\n
When you create/update an item from the front-end, the info from the FormSubmissionData won't be displayed in the workflow.
\n
\n
\n \n
6.1.8
\n
Create items from the front-end
\n
\n When you create/update an item from the front-end, incorrect time is displayed in the site admin: https://prnt.sc/1qhk320\n
Temporary restriction: currently, you can import up to 600 products. This restriction will be lifted in the upcoming releases.
\n
\n
\n \n
6.1.8
\n
Pages (UI)
\n
After opening the pages in the list view and editing the page from the folder, this folder was added to the breadcrumbs. After clicking on this page from breadcrumbs, the \"Analytics\" page was opened in the admin.
\n
\n
\n \n
6.1.8
\n
Domain request
\n
The following tag wasn't working correctly: {% component type: \"domain_settings\", collectionVariable:\"domain\" %} <pre> {{domain}} </pre>
\n
\n
\n \n
6.1.8
\n
URL redirect
\n
The redirects with the .htm page suffix weren't working correctly (e.g. the redirect from contact.htm to contact)
\n
\n
\n \n
6.1.8
\n
Shipping Options
\n
When the new catalog was created, it wasn't displayed in the \"Shipping options settings\" tab. The similar issue was for discounts (\"apply discount to selected catalog\" checkbox).
\n
\n
\n \n
6.1.8
\n
Liquid
\n
The blog archives weren't displayed on the site when using this tag: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"{{parentItemId}}\", numberOfMonths: 2, layout:\"/includes/archive.layout\", sortBy:\"date\", sortOrder:\"DESC\" %}
\n
\n
\n \n
6.1.8
\n
Edit item from the front-end
\n
If the created select element is not \"multiple\" for the \"custom module update form\" and the \"---\" is selected on the front-end, the changes were not saved in the admin.
\n
\n
\n \n
6.1.8
\n
Search by custom module
\n
The search by the author wasn't working correctly in custom modules. The similar issue was for the \"data source\" drop down.
\n
\n
\n \n
6.1.8
\n
Custom Reports
\n
The custom reports weren't running if the following items were selected for \"Contacts and Orders\" report type: Contact ID, First Name, Email, Order ID, Date submission. Also, the custom reports weren't created with the form custom fields.
\n
\n
\n \n
6.1.8
\n
Order of attributes
\n
BUG: when the product was created, the attribute output was incorrect on the front-end.
\n
\n
\n \n
6.1.8
\n
Liquid
\n
BUG: {{this['SiteSearchKeywords']}} wasn't rendered on the page.
\n
\n
\n \n
6.1.8
\n
WWW domain
\n
The payment fields weren't displayed on the forms for the www domain, they worked correctly for the non-www version of the site.
\n
\n
\n \n
6.1.8
\n
Case sensitivity
\n
BUG: the email fields were case sensitive
\n
\n
\n \n
6.1.8
\n
Import of items with identical names
\n
If the items with identical names were added to the events export file, the incorrect URLs were displayed in the admin after the import of this file.
\n
\n
\n \n
6.1.8
\n
Liquid
\n
- The following tags weren't working without \"this\": \n {{FormSubmissionData}} \n {{Order}} \n - These tags weren't displayed in the invoice: https://prnt.sc/1r1yn06 ; \n - when {{this.order}} was added to the invoice, the CaseID wasn't displayed; \n - when <pre>{{FormSubmission.Order.ShippingAddress}}</pre> was pasted to the order page, the required info wasn't displayed; \n - when <pre>{{FormSubmissionData}}</pre> was pasted to the order page, the required info wasn't displayed.
\n
\n
\n \n
6.1.8
\n
Products import
\n
BUG: after deleting the IDs in the product export file and then importing this file, the following issues occurred: - the \"prices\" tab was blank; - the \"internal error\" was displayed in attributes, inventory, related items, grouped items.
\n
\n
\n \n
6.1.8
\n
Shopping cart
\n
The setting \"Lifetime for shopping cart\" was working incorrectly.
\n
\n
\n \n
6.1.8
\n
Time in event booking/one time payment form
\n
The incorrect payment time was displayed in the Orders -> \"Payments\" tab after purchasing the event or submitting a payment form (one-time payment).
\n
\n \n\n \n \n \n \n
\n \n \n \n \n \n \n \n
v 6.1.0-3 Release date: 21 Jul. 2021
Full Release Notes
\n
\n \n
\n
6.1.0
\n
Export
\n
\n Orders export doesn't work if large amounts are separated by commas and\n dots.\n
\n
\n
\n
6.1.0
\n
Site Search
\n
Site search returns 'site is being indexed'.
\n
\n
\n
6.1.0
\n
CRM
\n
Internal errror when registering to a Secure Zone.
\n
\n
\n
6.1.0
\n
Catalog
\n
\n 404 error when viewing catalogs on the site. It works correctly only\n when adding catalogs to the URL.\n
\n
\n
\n
6.1.0
\n
Secure Zone
\n
Logout from the Secure Zone doesn't work.
\n
\n
\n
6.1.0
\n
Archive
\n
Archives do not work correctly.
\n
\n
\n
6.1.2.8
\n
Form
\n
Autoresponder is missing content.
\n
\n
\n
6.1.2.8
\n
Secure Zone
\n
\n A second Secure Zone can't be assigned to a contact - the page keeps\n loading. If you assign 1 Secure Zone only - it works correctly.\n
\n
\n
\n
6.1.2.8
\n
Custom modules import/export
\n
\n Custom modules import/export issues: \n 1) There's an error if importing right after the export:\n https://prnt.sc/1dypkvi.\n \n 2) Incorrect property date is exported.\n \n 3) Templates aren't imported/exported correctly.\n \n 4) Modules categories aren't updated.\n
\n
\n
\n
6.1.2.8
\n
Custom modules
\n
\n Custom modules items preview doesn't work (404) if \"еnable bookings\" has\n been selected: http://prntscr.com/190pi2x.\n
\n
\n
\n
6.1.2.8
\n
\n
JS is broken because of the ItemCategorieList.
\n
\n
\n
6.1.2.8
\n
Orders export
\n
Orders export works incosistently.
\n
\n
\n
6.1.2.8
\n
Titles
\n
\n There's an issue with titles output: a duplicate is rendered (both\n titles are rendered for the page and the folder.\n
\n
\n
\n
6.1.2.8
\n
Shopping cart
\n
\n Liquid error on the shopping cart even after resetting it to the default\n layout.\n
\n
\n
\n
6.1.2.8
\n
Secure Zone
\n
You can access a Secure Zone after the subscription has expired.
\n
\n
\n
6.1.2.8
\n
Products
\n
500 error when creating a product.
\n
\n
\n
6.1.2.8
\n
\n
\n It's impossible to render name and URL when adding data source to the\n custom properties. When rendering {{this}}, these fields are\n empty: http://prntscr.com/198uy0g.\n
\n
\n
\n
6.1.2.8
\n
Catalogs
\n
\n Internal error when viewing catalogs list. \"An error occurred.\n (Exception while reading from stream)\" on the product detail.\n
\n
\n
\n
6.1.2.8
\n
Site search
\n
Products aren't shown in the site search results.
\n
\n
\n
6.1.2.8
\n
\n
Workflows and autoresponders aren't sent.
\n
\n
\n
6.1.2.9
\n
CRM
\n
Liquid error when rendering a contact and filtering by ID.
\n Internal error after trying to delete a contact or duplicating an admin\n user.\n
\n
\n
\n
6.1.2.9
\n
Products grouping
\n
\n \"Group Items -> set up one product group https://prnt.sc/1dzv53y\n -> add this code to the page: {% component source: \"\"Products\"\",\n layout: \"\"List\"\", limit: \"\"100\"\", type: \"\"module\"\" %} only main group\n product should be displayed on the page:\n https://prnt.sc/1dzx1g2.\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n Incorrect order deletion. When the order was deleted in the \"Orders\"\n tab, it wasn't deleted in the \"Contatcs\" -> particular contact ->\n \"Orders\" tab.\n
\n
\n
\n
6.1.2.9
\n
\n The order was showing in the export file even though it was deleted.\n
\n
\n
\n
6.1.2.9
\n
\n The \"Email invoice\" and \"Send test email\" functionality wasn't working\n (https://prnt.sc/1dzppf9).\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n The search field wasn't working for dropdowns in the admin (e.g.\n https://prnt.sc/1dzs7kf).\n
\n
\n
\n
6.1.2.9
\n
System Email
\n
\n Issue with system email tags output. Now these tags are not case\n sensitive: \n \n {{this.order}} \n {{this.Order.Items[0]}} \n {{this.customer}} \n {{this.member}} \n {{this.member}} \n {{this.Member.SecureZone[0].Name}} \n \n
\n
\n
\n
6.1.2.9
\n
SKU code
\n
\n SKU code issue: when the product had been created using the generated\n SKU code and then this code was changed to the custom one, there was a\n synchronization issue.\n
\n 1) The payment process wasn’t working with the two-step card payments\n and the “Redirect” checkout integration type (https://prnt.sc/1dzx3yt).\n 2) After the form submission, the list of the purchased products wasn’t\n displayed on the frontend with the “Inline” and “Modal” integration\n types.\n
\n
\n
\n
6.1.2.9
\n
Event Calendar
\n
Issue with the calendar output on the frontend.
\n
\n
\n
6.1.2.9
\n
Events
\n
\n When a paid event form was created, the event price wasn't displayed on\n the frontend. The total amount wasn't calculated correctly after\n changing the quantity. Also, the order was generated incorrectly.\n
\n
\n
\n
\n
Liquid tags
\n
\n The {{liquidContext}} tag wasn't working correctly for the invoice,\n workflow and autoresponder.\n
\n
\n
\n
6.1.2.9
\n
Liquid tags
\n
\n When the currency on the domain was being changed (custom symbol), the\n ToDomainMoneyFormat liquid filter wasn't changed:\n https://prnt.sc/1dxqfr5.\n
\n
\n
\n
\n
Export
\n
\n The custom properties and \"parent\" were displayed incorrectly in the\n products export spreadsheet.\n
\n
\n
\n
\n
Custom modules
\n
\n The \"create/update custom module items from the frontend\" functionality\n has been fixed.\n
\n
\n\n
\n
6.1.2.9
\n
Product Group
\n
\n \"Liquid Error: Field not found in row: CategoryIdList\" error was\n displayed on the frontend instead of \"select\" (e.g. product size\n options).\n
\n
\n
\n
6.1.2.9
\n
Case sensitivity
\n
\n Case sensativity of the alias name: {% component type: \"snippet\", alias:\n \"menu_Desktop\"%} and {% component type: \"snippet\", alias:\n \"menu_desktop\"%} - both options are working fine now. The same applies\n to SortBy: \"weighting\".\n
\n
\n\n
\n
6.1.2.9
\n
Form submissions output
\n
\n The form submissions of the particular logged-in user weren't displaying\n on the frontend.\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n The \"Enabled\" checkbox wasn't working correctly. Even though the item\n was disabled, it was displaying on the frontend.\n
\n
\n
\n
6.1.2.9
\n
Products
\n
In the \"attribute\" dropdown the values were displayed twice.
\n
\n
\n
6.1.3
\n
Forms
\n
\n Even if the URL redirect was set up for the form, the redirect wasn't\n working.\n
\n
\n\n
\n
6.1.3
\n
Liquid tags
\n
\n The info about pagination wasn't displayed in the {{this}} tag for\n modules (custom modules, blog, etc.):\n https://skr.sh/s8oOfcT43ae\n
\n
\n
\n
6.1.3
\n
Blog
\n
Issue with the incorrect author ID in Blog.
\n
\n
\n
6.1.3
\n
Advance CRM group
\n
\n When rendering a CRM group field, all values are displayed instead of\n logged-in user ones.\n
\n
\n \n \n
\n
v 6.1 Release date: 30 Jun. 2021
Full Release Notes
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Gift Cards + Discount Codes on form payments and secure zone subscriptions
\n
\n
\n
Gift Vouchers and Discount Codes can now be used with all form payments (general payment, paid Events, paid Secure Zone subscriptions).
\n
For Secure Zone Recurring Discount Settings:
\n
Add new settings to ‘eCommerce’ > ‘Settings’ > ‘Settings tab’:
\n \n
“Recurring Settings”
\n
\n
Discount applies to\n
\n
First Payment Only (default)
\n
All Payments
\n
\n
\n
\n \n
Discount Code and Gift Voucher to forms:
\n
Ability to add ’Discount Code’ and ’Gift Voucher’ fields to the form builder.
Add ’priceCalculation.js’ to the head section of the page if form contains Discount Code or Gift Voucher field.
\n
Implement algorithm in JS that decreases price when Discount and/or Gift Voucher applies (trigger it on ’Payment_DiscountCode’, ’Payment_GiftVoucher’ or ’Payment_Amount’ field change event):\n
\n
Take ’PaymentAmount’ form ’name=\"Payment_Amount\"’.
\n
Take value of ’GiftVoucherValue’ based on ’Payment_GiftVoucher’
\n
Take value of ’DiscountCodeValue’ based on ’Payment_DiscountCode’\n
\n
DiscountCodeValue = PaymentAmount * DiscountCodePercentageValue or
\n
DiscountCodeValue = DiscountCodeAmountValue implement and use frontend API request to determine values of a discount code and a gift voucher.\n
\n
Return validation errors for DiscountCode AND GiftVoucher (see shopping cart errors)
Set ’TotalCost’ to <input id=\"PaymentTotalCost\"/> of the current form
\n
\n
\n
\n
Discount payment flow:
\n\n\n\n
\n
If PaymentAmount matches the required payment amount for the current form (for Generic form with recurring secure zones - sum of all recurring subscription prices. For SingleItem - priceOfEvent*allocation)
\n
If DiscountCode is applied AND (DiscountCode IS expired OR RedemptionQuantity == Expire After x Redemption OR DiscountCode IS disabled)
\n
Show appropriate validation error (see shopping cart errors)
\n
\n
\n
Else
\n
Begin
\n
Create Order.
\n
Set OrderLine price to PaymentAmount
\n
Apply Discount and/or Gift Voucher
\n
DO Increase RedemptionQuantity for the Discount
\n
\n
\n
Then
\n
Get TotalCost by the logic described above.
\n
\n
\n
Then
\n
If Discount applies to == First Payment Only
\n
Create Recurring Payment
\n
Set first payment Price to TotalCost and recurring Price to PaymentAmount
\n
\n
\n
\n
\n
elseif Discount applies to == All Payments
\n
If DiscountCodePercentageValue == 100
\n
Create secure zone subscriptions with expiration date 31-Dec-9999
\n
Do NOT Create Recurring Payment
\n
\n
\n
else
\n
Create Recurring Payment Set first payment Price to TotalCostand recurring Price to PaymentAmount * (1-DiscountCodePercentageValue/100)
\n
if TotalCost == PaymentAmount * (1-DiscountCodePercentageValue/100)
\n
set general recurring payment with price == TotalCost
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
Then
\n
if GiftVoucherValue > 0 and (PaymentAmount - DiscountCodeValue) > 0
Allow module item search from Tree View (same as List View)
\n
\n
\n
The ability to search in nested module items and in Tree View (like you can in List View) for Pages, Snippets, Custom Modules, etc. This brings list search to all modules now, including Blogs, Banners, Galleries, etc.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Pagination on tree view module items
\n
\n
\n
1) Add pagination for tree view in admin panel (UI is the same as for list view).
\n \n
Pagination is now applied to both ’Parent’ items (viewed as folder icons) and ’Child’ items (viewed as file icons) and acts upon the whole list.
\n \n
2) Apply Sorting via backend. Default sorting is not set (sort \"folders\" (parent module items) first then \"files\" (child module items)).
\n \n
Remember latest applied sorting (like it's done for list view).
\n
Store sorting field/sort direction separately from list view so they are remembered independently.
\n \n
3) Add searching by name for the current level
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Show/Hide Inactive/Disabled Items
\n
\n
\n
The ability to show/hide inactive/disabled items across all modules.
Allow adding an introductory paragraph to the module list view to give editors some guidance.
\n
Sometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.
Proposed solution: Allow the addition of notes to a module that would be displayed inline above a module’s list view. Suggest that they are in a collapsible accordion that would be open by default, but after being closed by the user it would remember its state and stay closed on future visits.
Add ability to select the version of reCaptcha used for system forms
\n \n
Add section to ‘Settings’ > ‘Misc’ with the ability to choose reCaptcha v2 or reCaptcha v3 to use on all system forms, which include:
\n
\n
login form
\n
restore password request form
\n
reset password form (on ’reset-password’ system page)
\n
Update account form
\n
\n \n
Selected reCaptcha will affect both, the way the form's html is generated from the toolbox/component manager, and the reCaptcha validation for the submit action.
This is the biggest update to Treepl CMS ever. We will be organizing a separate meeting to present all the changes and opportunities that the new architecture brings to the platform. Stay …
Allow adding an introductory paragraph to the module list view to give editors some guidance\n
\nSometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.\n
\nProposed solution: \nAllow the addition of notes to a module that would be displayed inline above a module’s …
DESCRIPTION: \nDepreciate the need to use recaptcha v2 on login forms and any other system form (I can only think of the account password update form, but there may be others).
\n
BENEFIT: \nLogins are always a barrier for end-users and bring along a whole set of additional user issues. \nImplementing recaptcha v3 just helps make this process more user-friendly and streamlined (and I assume …
Added default list layout for favorites (list of all items added to favorites).
\n
\n
Default layout will render: Name, description and URL to item.
\n
\n
New layout file created `list.layout` at `/cms-assets/layouts/favorites/` (https://prnt.sc/10v7n7j)
\n
\n
Admin Component Manager:
\n
\n
Rename `CRM > Favorites` to `CRM > Add to Favorites Button`
\n
\n
\n
Add `itemId` param. Add item search to this field if `source` selected (preset with `{{this.id}}`)
\n
Remove limit param from this area (it only makes sense for favorites list)
\n
\n
\n
Add CRM > Favorites list
\n
\n
\n
Preset list layout with path to new layout file `/cms-assets/layouts/favorites/list.layout` (https://prnt.sc/10vbu8z).
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Shopping cart Javascript events and triggers
\n
\n
\n
Added the ability to customise the ecommerce javascript functionality. A set of Javascript events for various eCommerce functions have been added for “Before”, “After” and “Trigger” events.
Improve Stripe payment error messages and payment form `onsubmit`
\n
\n
\n
Submit flow for payment forms and/or recaptcha v3 formshas been reworked.
\n
\n
Backend:
\n
`formSubmissionData`object (for both JSON response and Liquid) now will always have `FormRedirectLink` property.
\n
\n
Value will be either:
\n
\n
system thank you page for the form
\n
custom redirect link (from redirectURL hidden field for that the form)
\n
or redirect URL for Payment_Method==Paypal or bamboraEU (redirect) payment gateway
\n
\n
\n
NOTE: `FormRedirectLink` will be set even if there are errors in the `ErrorMessages` property. If you go to the link without checking for errors – they will be set to `formSubmissionData`Liquid object on that page as well, but only for the first page load.
\n
Frontend:
\n
\n
Improve reCaptcha v3 and payment JS.
\n
Added new custom event that will be triggered after all reCaptcha v3 validations (instead of the regular `submit` event)
\n
\n
These events allows you to: - Add any additional validation actions and stop the form submit via `event.preventDefault();` function. - Perform AJAX submit of the form (with already validated recaptcha token and payment data)
Add `prop_ReleaseDate` to the add and edit module item HTML forms, retrieved via the Component Manager/Toolbox.
\n
\n
Add ability to use `prop_Enable` to add/edit module item controllers. On ADD form; if `prop_Enable` is specified in form submission - apply its value only if there is no admin approval required rules in place for the module.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Liquid improvement: Ability to use variables in {% for %} tag
\n
\n
\n
Ability to use `limit` and `offset` param value via variables (not just via pure numbers).
\n \"Before\" callbacks could be used for additional custom js logic and could interrupt event process. \n Process could be interupted via event.preventDefault(); function.\n
\n\n
Syntax
\n
document.addEventListener(\"CMS_BeforeExample\", function(event)\n{\nvar data = event.data;\n//custom code here\n});\n
\n\n
List of callbacks (see release notes)
\n\n
\"After\" Callbacks
\n
\n \"After\" callbacks could be used in order to retrieve data that was returned from the server in order to apply any custom logic that …
Add default list layout for favorites (list of all items added to favorites) and insert in to blank. \nUse output of Name, description and url only
\n\nRename CRM > Favorites to CRM > Add to Favorites Button \n- Add itemId param. Add item search to the field if source selected. \n-- preset by {{this.id}} (similar to how it works on add to cart component …
Add CMS_CustomSubmit event that will be triggered for all payment forms including forms with reCaptcha v3 \nAdd CMS_triggerHandlePayment trigger that will allow to finalize payment process if form will be sent via ajax inside CMS_CustomSubmit event handler. \nAdd CMS_AfterFormPaymentHandled event that will be triggered once all payment processes are made. \nSee release notes for more …
Add prop_ReleaseDate to add and edit module item HTML forms, retrieved via toolbox. \nAdd ability to use prop_Enable in add and edit module item HTML forms. \n- On ADD form - if prop_Enable specified in form submission - apply it's value only if there is no admin verification required for the …
\n\nAbility to use from and to param value via variables. \nNot only via pure numbers. \nExample: \n\n
Liquid
v 5.9.2 Release date: 28 Jan. 2021
Full Release Notes
\n
v5.9.1
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Favorites
\n
\n
\n
1) Add/remove from favorites actions
\n
Add two GET URLS (public api), one for “add” and one for “remove”, for logged in users with `itemId` as parameter (id of module item that should be added to favorites)
`moduleIdentifier` (required) - moduleName or moduleId.
\n
`itemId` (not required) - id of the module item
\n
`limit` (not required) Default=ALL - number of items to be rendered
\n
`collectionVariable` (not required) - works the same way as other modules.
\n
`layout` (not required) - path to FTP file that will contain layout content to be parsed. - If specified empty string - do not render anything. - If not specified at all - render default virtual layout (see design link below).
Excel export table column (on import - react on both new and old name) - “Subscribed Date” to ”Booking Date” - “Allow Multiple Subscription Per Email” to ”Allow Multiple Bookings Per Email”
\n
\n
\n
\n
\n\n
Toolbox -> Events\n
\n
Toolbox item name ”Event Subscription Form” to ”Event Booking Form”
When a visitor makes an order for several different items on one and the same order the system will create one purchase-order for each item even if they all are supplied by one and the same supplier. This obviously causes a lot of extra work for the suppliers. BC consolidated several items to one and the same purchase-order and only split the order if there were multiple suppliers to supply the items on the order.
\n \n
Solution:
\n
Consolidate several items to one supplier email for the same order instead of sending supplier email for each product.
Ability to edit admin's \"Analytics\" page:. \n- Rename page and blocks \n- Rearrange and resize blocks \n- Change or hide data inside blocks \n- Set data range \n- Add extra analytics \n\nAvailable starting \"Pro\" …
Problem: It’s hard for users to get file URLs from the file manager. \nProposed solution: \nAdd a new menu item, “Copy URL”, under file actions dropdown that allows a user to copy the file’s url. \n \nHere: \n\n \nIt would also be nice if the file name was linked to the file location in list (non-tree) view, or if there was a …
When the payment has gone through you end up on a \"success\" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the \"immediateredirecttoaccept\" parameter.
Add billing address and personal details fields to the CMS billing page in order to add them to the invoice.
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Make them required.
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Send Invoice to the payer instead of the Agency user.
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Feedback Task
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Set 404, 403 and 401 status codes when showing appropriate system pages
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Implement server responses for 404, 403 and 401 statuses to set appropriate status codes and at the same time still display appropriate System Pages content.
12. [ ✔] In the “Form Builder” options, perhaps adjust the form ‘Type’ display names an provide a short explainer, eg 14. [✔ ] In Secure Zones, when setting “Membership Renewal Rate”, perhaps change the values from “Day, Week, Month, Year” to “Daily, Weekly, Monthly, Yearly” 23. [ ✔] On the Product settings tab, suggest changing “Max Downloads Allowed” to “Maximum Downloads Allowed” (for consistency) 30. [ ✔] For ALL module ‘Layouts’ tab, perhaps remove the redundant “Create New...” from the “CREATE NEW” dropdown option. Two example 31. [ ✔] For the Products/Catalogs “Layouts” tab, consider removing the ‘s’ from headings “Catalogs Layouts” and “Products Layouts” to just “Catalog Layouts” and “Product Layouts” 33. [ ✔] Consider adjusting “Discount Codes” menu item and headers to title-case 34. [ ✔] Consider adjusting “Gift vouchers” and “Shipping options” to title-case in the main admin menu 36. [ ✔] Under “eCommerce” > “Settings”, consider adjusting headings and labels to title-case. Also, ‘lifetime’ is one word so change “Shopping cart life time in hours” to “Shopping Cart Lifetime in Hours” 38. [✔ ] Under “Reports” > “Custom Reports”, could the list display more human readable ‘Type’ values? Ie: “Contacts and Event Bookings” instead of “ContactAndEventBookings” 40. [✔ ] Under “Reports” > “Custom Reports”, when editing a Report, under the ‘Fields’ tab consider adjusting some letter cases (“Id” should be “ID” if possible) and perhaps change “E-mail” to “Email” for consistency. Assuming these changes will then flow through to the report column headers.
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.
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For example: with an image field, the note might read \"This image is displayed as the thumbnail on your Team Members page and ideally should be portrait orientation and at least 500px wide\".
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The note could perhaps be hidden under a help/info icon to keep the layout clean.
Add icon field to the `module` > `settings` page http://prntscr.com/vuhivv. Provide ability to choose icon from the system or custom library.
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Store icons in /admin-assets system folder. Store folder outside FTP folders.
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Provide ability to add icon to the icons custom library (on Admin menu configurator page). Design: https://invis.io/S6ZFRJWRNJG Suggested icon dimensions and extension: 24x24px, SVG
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Change icons display logic on module items tree view\n
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if module has custom icon - show it instead of \"File\" or \"Folder\" icon
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else - show icon as previously: - if module is Parent module - \"Folder\" icon - if module is Child module - \"File\" icon
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Feedback Task
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Improve GDPR control, Contacts and advanced CRM groups
If ”Allow listing crm contacts data” == true - discard \"Allow listing my contact data in the CMS\" checkbox behavior and always allow use all contact data:
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via components\n
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{% component type: \"CRMContacts\" %}
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{% component type: \"CRMCustomGroup\" %}
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{% component type: \"CRMContactCustomGroup\" %}
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in the admin CRM data pickers
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\n \n
3) Components logic extending
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Add includeSecureZonesInfo: \"true\" param to {% component type: \"CRMContacts\" %}
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If not set - default value is false
\n \n
Also add it to the toolbox.
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If true - add following object to item context (similar to what we have in {{request.currentmember}}):
Add button that will trigger sort all module tags alphabetically (https://prnt.sc/vv8q36) Add confirmation popup in order to prevent accidentally sorting.
- https://prnt.sc/vv907c - blinking circle and message that shows what process is currently working
- https://prnt.sc/vv910x - message that shows when you try to close the tab where background process is working
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Add to `Settings` -> `Misc` ability to switch off warning message (https://prnt.sc/vv92oq) when you switch between wysiwyg and ACE editors (https://prnt.sc/vv934e) Default value is false
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Improve tree view of Gallery/Slider modules on all sites: - remove `url` and `template` columns - add `image` column
Validation warning for general URL conflicts before saving item. ie: for Pages and other items not influenced by the Advanced URL Manager.
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1) Update `Settings` -> `Misc` in group “Admin Panel Settings” with new setting “Disable autocomplete for already taken URL slugs” (default is ‘false’)
Apply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.
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If we really want to get fancy we could make the default styling along these lines. https://prnt.sc/vv8ivx
\n \n
1) Component param
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Add param to component type `module` and `module_of_member`
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styledPagination : \"true\"
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default value is false
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if true - show new pagination structure instead of old one
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\n \n
2) Toolbox
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Show under ”Display Pagination”
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if checked - show new pagination structure instead of old one
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Hide if ”Display pagination” is false
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Set default value to true. But reflect in component string only if display pagination is true
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Applies to the following modules:
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Custom module (Groups and Item lists)
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Blogs (Groups and Item lists)
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Gallery/Slider (Groups and Item lists)
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FAQ's (Groups and Item lists)
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Banners (Groups and Item lists)
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Authors
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Events (Groups and Item lists)
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eCommerce (Catalogs and Product lists)
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Public Request
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Small UI tweak: Add Icons To Items Under \"Content\" Section
A ‘Recent Items’ section to quickly go back into last page/module you were in, without having to navigate back to that page.
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Functionality
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Store history in session storage.
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Add to visited pages recent item history. If the page is already in the history - move it up in the history list (instead of adding duplicate history item).
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.\n For example: with a image field, the note might read \"This image is displayed as the thumbnail on your Team Members page and idealy should …
Currently pagination outputs raw unordered list.\n
\nApply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.\n
\nIf we really want to get fancy we could make the default styling along these lines. \n
- Set 404, 403 and 401 status codes when showing appropriate system pages \n- Improve GDPR control, Contacts and advanced CRM groups \n- Ability to \"Favorite\" a module item \n- CRM -> Bookings: Export to Excel to be filtered by form …
- Admin Proof Read/Suggestions: Admin Proof Read.docx \n- Add info with site name and username to the header: See design \n- Fix search in the data source. Currently, the search is working just from the start of the line. \n- Alphabetic sorting of data sources. \n- Alphabetic sorting of tags + button to sort from A to Z. \n- Notification on when import, …
UI/UX
Admin Panel
v 5.8 Release date: 18 Nov. 2020
Full Release Notes
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BACKLOG
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PORTAL:
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Portal restructure
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1) Rename Menu items
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Change following:
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‘My Details’ to ’My Settings’
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‘Backlog’ to ’Public Backlog’
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\n \n
Split Menu in two parts. Set to bottom menu following items:
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Public Backlog
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Documentation
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Pricing For Resellers
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Change Icons for
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My Settings
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Pricing For Resellers
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Projects / Services
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Support
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2) Restrictions
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Restrict commissions for Agency role only
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Show prices that include commissions on the Treepl CMS sites in direct billing page
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DO NOT include commissions if clicking pay from the portal.
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3) FTP credentials tab
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Create FTP under trialsite.co subdomain
\n \n
Show host and username under ’FTP credentials’ tab
Default Commission Value (validate numbers only, range: 0 - 900)
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My PayPal Email
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Resend Verification button\n
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show only if current paypal email is not verified.
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clicking on the button should resend ’paypal email verification’ email
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\n
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\n \n
Once form is saved - send ’paypal email verification’ email with the confirm button.
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Once confirm button is clicked - mark paypal email as verified.
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If error occured while confirmation - show system page with error text
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else if OK - show success page and link to trial sites list page.
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\n \n
DO NOT SEND commissions to paypal emails until they are verified (trigger Payment error)
\n \n
2) Add commission tab to site edit page
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Add tab that will allow to setup commission for the site for monthly and annually subscriptions.
\n \n
Settings:
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Commission Type (dropdown)\n
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Percentage (default)
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Value
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Commission Value (validate numbers only)\n
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ranges for ‘Value’ type: 0 - [value that gives 5000 in Your client Pays]
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ranges for ‘Percent’ type: 0 - [percent value that gives 5000 in Your client Pays]
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default value from the ’MySettings’ -> ‘Commissions’ -> ’Default Commission Value’
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\n \n
Calculated summary should follow logic as described in this spreadsheet (for display purposes use 4.4% fee per transaction since it is the biggest one that may be charged):
When receiving payment - determine the [transaction fee percent].
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Calculate [treepl part] as: [Original treepl price] * (1-[transaction fee percent]) - 0.30 (per transaction value part of the fee)
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Calculate [reseller's part] as: [received amount] - [treepl part] - 0.25 (standard fee for sending money from one paypal account to another)
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Send [reseller's part] to the PayPal Email:
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if ’Payment Error’ occurs: send system email to support@treepl.co: Subject: “Commission sending error” Content: Should contain [reseller's part] price, PayPal email, error info, date, site id and url
When the payment has gone through you end up on a \"success\" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the \"immediateredirecttoaccept\" parameter.
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Provide ability to choose this flow in bambora payment gateway settings and implement the appropriate logic.
If you add `collectionVariable` param to the component the layout doesn’t render in the following cases:
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When Layout param is missing (should render default layout)
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When layout param is present but value refers to the layout file
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\n \n
NOTE:
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You may have such kind of components in you code ({% component type:\"shopping_cart\", collectionVariable:\"shoppingCartData\" %}) that by mistake may miss the layout:\"\" param that stops component from rendering the default layout but still show no default layout (because of the current bug) . You need to add missed layout:\"\" param to such components in order to fix incorrect implementation of the component.
Invited user should be able to perform any action that the agency user can except for:
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Delete sites
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See ’Portal Users’ tab and invite other Portal users
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\n \n
Invite process should be similar to admin users invite in the CMS (create user if not exist or just invite already existed)
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if user is already invited to any agency user portal then show error message: “This user is already invited as Portal users to another Agency.”
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if user is already exist in the identity server and has role:\n
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Admin user\n
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force rewrite there role to Portal user
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once they will try to login to any site where they are already marked as admin - remove that mark and release admin slot for that site
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Any other role show error message: “This user couldn't be invited as Portal user.”
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send Invite email
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Text for ? icon near INVITE NEW USER button: “Portal users would have same privileges that your account has except of ability to delete sites and invite new Portal users”
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2) Add lazy create process on CMS sites
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When Portal user passes login/verification process (via SSO) to the site that belongs to the Agency of the Portal user - add this Portal user to the DB if it's not exited there yet.
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3) Portal user influence to admin users UI and restrictions
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Portal user should:
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not be visible in admin users
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not take slot of admin users
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have same permissions as their Agency
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BACKLOG
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Agency Plan: Functionality to store and share Modules (for Agency)
Show ‘Export’ button on edit module -> Settings page (see design).
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Show ‘Import’ button on create new module page (in the same place as ‘Export’ button on design).
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When clicking ’Export’:
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Download json file with module settings (described in Import/Export logic part of the task)
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When clicking ’Import’:
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Upload file and verify that module (or each module of parent-child module linkage) doesn't have conflicts between already existed module aliases
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If conflicts found show popup:\n
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When only one conflict found: “Module with name \"[ModuleName]\" is already exists on the site. Paste new name for module or click cancel. \"[ModuleName]\": [input for name] OK | Cancel
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When conflicts found in both parent and child module names: “Modules with names \"[ParentModuleName]\" and \"[ChildModuleName]\" are already exist on the site. Paste new names for modules or click cancel. \"[ParentModuleName]\": [input for name] \"[ChildModuleName]\": [input for name] OK | Cancel
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Validate that new names do not conflict with any already existed modules in the CMS via JS (OK button is disabled until there will be no conflicts) as well as via backend (show same popup once again if JS passed the validation but module was created between the time popup displaying and new names confirmation submit).
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If no conflicts found - perform Import logic
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Show loader while module is creating
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2) Implement Import/Export logic
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Export:
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Extract all module settings\n
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Settings tab (with assigned workflow Names)
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Properties tab
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Layouts tab
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Table tab
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If module has parent-child linkage\n
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extract both module settings (extract child module first)
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If module has Datasource fields\n
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save datasource module alias as reference in the property settings
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Extract datasource module settings as well
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if any property module also has datasource:\n
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if datasource module is not added to the export repeat current step for it as well
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else - skip datasource
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if datasource module also has parent-child linkage\n
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extract that linkage also
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Import:
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If file could not be parsed show error: “File is not valid for import process”.
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Else:
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Go for each module that is stored in the file\n
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Try create module (by ’Settings’ tab data)\n
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if site already have module with the same alias as module from export skip module creation\n
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mark module as ’skipped’ in import settings
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if module has parent-child linkage in the import settings - mark both (parent and child) as ’linkageRejected’
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DO NOT try to set parent-child linkage on this step (even if they should be added based on module settings)
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Try find workflows by names:\n
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if found apply workflow
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else - skip workflow setting
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Go for each module marked as parent and has ’linkageRejected == false’\n
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link child module by alias based on settings from the import file
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Go for each module that is stored in the file AND is not marked as ’skipped’:\n
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update module (by Properties tab data)
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update module (by Layouts tab data)
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update module (by Table tab data)
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BACKLOG
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Default setting for availability for search engines
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1) Add default configuration setting
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Add setting to ’Module’ -> ‘Properties’ -> ‘Default Properties’ -> “Show new items for search engines”:
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Defines if module items should be automatically visible for search engines after create item action (default value for ”Show this page for search engines” checkbox in ’item’ -> ‘SEO’ tab).\n
Add to ’eCommerce’ -> ‘Settings’ -> ‘tax and shipping’ new setting called “Shipping option order price limitations applied to” Location: http://prntscr.com/v0oq2r
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Options (dropdown):
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subtotal with tax (default)
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subtotal without tax
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Logic:
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Based on the selected value - apply ”Shipping option order price limitations” accordingly:
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in JS logic in order to display shipping option or not
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in backend if shipping option set request was pushed to the server but shipping option doesn't allowed by price limitation
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BACKLOG
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Setup primary domain to be first in SEO canonical link helper
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Improve canonical link helper:
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Domain selector should show Primary domain by default (first option in dropdown)
\nProperties -> Default Properties: \nAdd ability to enable item for search engines once created. \n \nPreselect it for following system modules \n- Blog Post \n- Page \n- Page Folder \n- Blog \n- Event Groups \n- Events \n \nWhen new module created - preselect that setting by …
When Email Domain verification process fails - show ’Retry’ button when statuses set to failed http://prntscr.com/udjtv0.
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Clicking on the button should retry the verification process on the Amazon side. States should be reset to pending.
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BACKLOG
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Add reply-to sender for workflows
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Modify workflow emails by adding reply-to header and copy email of the CMR user that originally triggered this workflow.
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BACKLOG
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Secure/Unsecure form submission folder
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1) Add new settings to the ‘Form’ -> ‘Settings’ page:
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Secure Uploads (default: False)
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Uploads Folder (default: /_form_submissions/)\n
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Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
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Do not allow ftp root (/).
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2) When form is submitted, store uploaded files (from custom fields and advanced CRM group fields) in the folder selected in the ’Uploads Folder’ setting.
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Create folder if it does not exist when submitting the form.
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When accessing any file - check if it's folder contains any folders set in any form’s secured folder setting:
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requested file path contains (starts with) any form's ’Uploads Folder’ setting and the form has ’Secure Uploads’ set to “true”
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if folder is secured - verify that current site visitor is a logged in admin user
On submission of the ‘Update Account’ form - update CRM group fields that are already attached to the current contact CRM (either globally attached to contacts or custom attached to individual contact).
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Form field names would be the same as they are on web forms (‘groupAlias_fieldAlias’ pattern)
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2) ’Update Account’ Form in toolbox update:
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In the component toolbox, under ‘Secure Zones’ > ‘Update Account Form’, in addition to the current fields, generate all advanced CRM group fields that are assigned to Contacts globally.
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NOTE: All custom attached CRM groups can still be updated via the ‘Update Account’ form but all fields for that custom group should be manually added to the update account form's HTML code by the developer based on ’groupAlias_fieldAlias’ pattern for form fields names.
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3) Provide ability to store files submitted via edit account form in certain folder
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Add section to ’Settings’ -> ‘Misc’ -> “CRM settings”:
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Uploads Folder (default: ‘/_customer_data/’)\n
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Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
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Do not allow ftp root (/)
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Secure Uploads (default ‘false’)
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When user uploads file on edit account form submission:
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add folder with member id (if not existed yet)
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place uploaded file in that folder
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If ’Secure Uploads’ == true then allow download files from ’/_customer_data/’ folder for the logged in admin user only.
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BACKLOG
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Advanced CRM groups on custom reports (+export)
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1) Integrate 'Advanced CRM Groups' to the custom reports:
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Add ability to choose fields from Advanced CRM Groups attached to selected primary CRM type (entity that is chosen in 'Type' in settings tab http://prntscr.com/ugy9qk). Selected fields will then be shown on the ‘Fields’ tab.
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Provide ability to apply filter to any Advanced CRM Group's field that was shown on the ’Fields’ tab (regardless if it was chosen or not)
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Show Advanced CRM Group fields selected in the ‘Fields’ tab on the Results table. Add those fields to the export file as well.
1) Include Advanced CRM Groups into the Import/Export functionality
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Export:
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When Exporting any CRM entity (Contact, Form Submission, Order or Booking subscription) - collect all advanced CRM groups that are attached to the selected set of items (for example if you choose form for case export - grab only advanced CRM groups attached to items that were retrieved by the query) and extend Excel table by them
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use groupAlias_fieldAlias format for column titles
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Import:
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provide the ability to import Form Submission and Booking subscription.
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use groupAlias_fieldAlias format for column titles as markers for fields that need to be updated
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when importing data:\n
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if there will be no field with some fieldAlias in group with groupAlias - skip content of this column
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if create or update operation is impossible for any entity (due to lack of required columns or empty/incorrect cell value) - skip processing this particular item and continue to the next item.
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2) Implement \"Get Import Template\" button
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Add \"Get Import Template\" button. When clicked show popup with advanced CRM groups represented as checkbox list.
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Allow user to choose what groups should be included in the template besides native entity data.
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Add this button to Contact, Form Submission and Booking subscription
\n
use groupAlias_fieldAlias format for column titles
module_tag_list and module_category_list improvement
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1) Improve performance of 'module_tag_list' and 'module_category_list' components
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Use search by a separate table in order to retrieve data faster.
\n \n
Add additional table that will hold the following data:
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release date
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expiry date
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active (boolean - ‘true’ if ’enabled’ AND product inventory visible etc)
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moduleId
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itemId
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tagname or categoryId
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\n \n
Update this table on:
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module item add
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module item edit
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module item delete
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reindex module
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reindex site
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\n \n
Redo 'module_tag_list' and 'module_category_list' logic so it should search its data based on the table above instead of searching by regular site search.
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Sorting and indexing should be performed via SQL instead of via the C#
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BACKLOG
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Export of orders
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Add ability to call export for Orders
\n
- Green for order data. Data goes on the 1st row.
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- Red for order lines data. Product data goes starting on the 2nd row (1st row is empty for them) and goes down until all order lines will be output
“Country/Currency select” (Choosing value from this select to load settings specific for that particular country/currency pair)
\n \n
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Tax applies to (multiselect dropdown list) Determines if taxes should be applied to selected entities or not - shipping options (selected by default) - gift vouchers (selected by default)
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Auto-select tax if only one option available (boolean - default value ’true’) Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
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Hide tax selector if only one option available (boolean - default value ’false’) Determines if the tax dropdown be hidden by JS if there is only one tax option available.
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Enable tax dropdown (boolean - default value ’true’) Determines if {% component type: \"tax_codes\" %} component renders the tax dropdown or not. Also determines if server-side validation should require it or not.
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Shipping Countries (multiselect dropdown list - default empty list)\n
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-- list of all countries -- Also provides the ability to select all options. So the user can easily select all and then deselect the few not needed.
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Logic: determines what country list will be shown when rendering the component {% component type: \"countries\" %} - if value is empty - show all countries. Otherwise show only selected countries - if {% component type:\"countries\", allowedCountries:\"US,AU\" %} has ’allowedCountries’ param - use its list of countries instead of shop setting (component param overrides shop settings).
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Choose Default Country (dropdown - default = null)\n
\n
-- list of all countries selected in Shipping Countries dropdown --
\n
Logic: Determines what country should be automatically selected when a user comes to the shopping cart.
\n
\n
\n
Make shipping country required (boolean - default ’false’) Determines if country dropdown can be deselected or not
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\n \n
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BACKLOG
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\n
\n
Do not skip selected shipping options
\n
\n
\n
When shopping cart updated after changing quantity - if shipping options that was selected previously are still available - leave it selected.
\n \n
When any of the following processes occured:
\n
\n
add product to cart
\n
change product quantity
\n
remove product from cart
\n
add/remove discount code
\n
add/remove gift voucher
\n
\n \n
DO NOT reset selected shipping option if after shopping cart update that shipping option is still available.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
When Sorting items via ‘sortBy’/‘sortOrder’ - skip weighting
\n
\n
\n
Improve sorting of module items functionality on {% component type: \"module\" %} and {% component type: \"module_of_member\" %} via a new parameter for the component:
\n
\n
ignoreWeighting: \"true\" (default value ‘false’)\n
\n
if value true: skip sorting by weight before sorting by 'sortBy' (if 'sortBy' is empty then alphabetical sort should be applied - remove \"sorting by weight first\" logic also)
\n
if false: apply current sorting algorithm (first by weight then by name ASC).
\n
\n
\n \n
Add this new parameter to the toolbox for:
\n
\n
Custom modules\n
\n
List of items
\n
List of member's items
\n
\n\n
Gallery/Slider
\n
FAQ`s
\n
Banners
\n
Authors
\n
Events
\n
eCommerce\n
\n
Catalogs list
\n
Products list
\n
\n
\n
\n
\n
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\n
BACKLOG
\n
\n
\n
‘CRMCustomGroup’ component type alias to ‘CRMContactCustomGroup’
\n
\n
\n
Create an alias of 'CRMCustomGroup' that will trigger the same functionality that 'CRMContactCustomGroup' (including all component properties).
\n \n
So {% component type: \"CRMCustomGroup\" %} will do the same as {% component type: \"CRMContactCustomGroup\" %}
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Group products JS and liquid logic
\n
\n
\n
Product Grouping on Detail Layout improvements:
\n
1) Add to all product detail layout custom forced wrapper (only if product has any grouped products):
2) Add JS that will request, via AJAX, the selected sub-product or main product once the appropriate option has been selected in the dropdown rendered via the component.
\n
Render layout based on the 'layoutName' and 'productID' sent in the request and with the following liquid variables:
\n
\n
this
\n
si
\n
siteinformation
\n
request
\n
\n
3) Add ‘this.URL’ to the liquid context of each item in {% component type: \"grouped_items\" %}.
\n
Add ‘this.URL’ to the <option> element as 'data-product_url' attribute.
\n
4) Provide custom event ’onProductLayoutChanged’ that could be used by any site owner's JS once layout will be changed via AJAX.
\n \n
Product Grouping on List Layout improvements:
\n \n
1) Fix component type module so it returns only main Product (if it is part of the Grouped products list) and don't return Grouped sub-products.
\n
Only MAIN product should be listed via {% component type=module %} (and type=module_of_member). Sub-products should not impact the pagination and should not be listed except if those components have ‘isSearchResult: \"true\"’ or ’searchScope’ param in which case include subproducts in the search results.
\n
2) Add custom wrapper to list layout if it contains any grouped products (if layout contains {% component type: \"grouped_items\" %}) and if the 'object' param is set to 'item' http://prntscr.com/tzf1n2 (wrap same as in detail layout above)
\n \n
NOTE:
\n
If you are using component type module with 'object: \"collection\"' then you should add wrapper from point 1 inside your for loop manually in order to allow product grouping logic to work.
\n \n
3) Provide custom JS event 'onProductLayoutChanged' and JS for layout reload (similar as described for the detail layout above).
\n \n
4) Fix group order
\n
Order of items that are listed via component should be the same as sorted in the admin.
1. [ ✔] When editing a Menu item, the ‘ID Name’ field should perhaps be just ‘ID’
\n
2. [ ✔] In the Component toolbox, perhaps remove the words ‘Get’ from the beginning of the Item Form options
\n
3. [ ✔] In the Component toolbox, when getting a search form, there is the FORM CODE and the COMPONENT CODE, but it’s not particularly clear these are two links, or the Form code link might be missed. Suggest separating these 2 links a bit more or perhaps even having 2 headings, eg
\n
4. [ ✔] In the Component toolbox, perhaps use correct apostrophes in the FAQ section
\n
5. [ ✔] In the Component toolbox, use lowercase ‘o’ in ‘of’ under the “Banners” and “Authors” sections for consistency with all other options
\n
6. [ ✔] In the Component toolbox, under “Events”, use capital letter for ‘Event Groups’, ‘Event’ and ‘Form’.
\n
Perhaps rename “List of event’s groups” to “List of Event Groups”
\n
7. [✔ ] In the Component toolbox, under “eCommerce”, suggest using title-case throughout for consistency
\n
8. [✔ ] In the Component toolbox, under “CRM”, suggest rewording options for consistency
\n
9. [✔ ] In the File Manager, when clicking the “Add New” button, it could probably just say “Folder” and “File” instead of repeating “Add new folder/file”
\n
10. [✔ ] In the File Manager, the upload file drop zone could be made a little clearer by adding “to upload” after “click here” link
\n
11. [✔ ] In the File Manager, in the context menu of a folder/file, perhaps the “Secure Zone” option should just read “Secure”
\n \n
13. [✔ ] In the Form “Settings”, perhaps add an ‘s’ to “Workflow” and “Secure Zone” labels (since multiple items can be selected).
\n
And, below this, the term “Autoresponder” is probably more widely used instead of “Auto-response” (not a big deal though)
\n \n
15. [✔ ] In Secure Zone “Members” tab, the “Emails” column header should probably just be “Email” (without the ‘s’)
\n
16. [✔ ] As above, the same change for “CRM” > “Contacts” list
\n
17. [✔ ] In “CRM” > “Contacts”, when adding a new contact, perhaps change “E-mail” field label to “Email” for consistency
\n
18. [✔ ] In “Form Submissions”, perhaps change the column heading of “Date Submission” to “Submission Date” or “Date Submitted”
\n
19. [ ✔] In “CRM” > “Orders”, when viewing the “Payments” tab, perhaps use a capital ‘C’ in “Amount Captured” column heading (for consistent title-case use)
\n
20. [✔ ] In “Email Marketing” > “Email Campaigns” in the ‘Settings’ tab, for the “Schedule Delivery” option, perhaps change to just “Delivery”.
\n
21. [✔ ] In “Email Marketing” > “Mailing Lists”, under ‘Subscribers’ tab, perhaps adjust “Emails” column heading to just “Email”
\n
22. [ ✔] In “Email Marketing” > “API Provider”, adjust page heading to use a capital ‘P’ for “provider”
\n \n
24. [✔] On the ‘Catalogs’ tab when editing a Product, perhaps add heading above the selection boxes to make it a little clearer what’s what
\n
25. [ ✔] On the ‘Inventory’ tab when editing a Product, perhaps use title-case for the ‘Added to shopping cart’ label making it ‘Added to Shopping Cart’ (for consistency)
\n
26. [ ✔] Similar to point 24) above, perhaps add headings to the selection boxes
\n
27. [ ✔] Under ‘Grouped Items’ tab when editing a Product, perhaps use title-case for the “Main product” checkbox label (for consistency)
\n
28. [ ✔] Under the ‘SEO’ tab for ALL module types, perhaps reword and title-case the “<head> section extra” label, possibly: “<head> Section Additions” or “Additional <head> Code”
\n
29. [ ✔] In ALL module ‘Settings’ page, use title-case for the ‘Site User Permissions’ checkbox labels. And perhaps change “Auto-response” heading to the more widely used “Autoresponder”
\n \n \n
32. [ ✔] For ALL module “Table” tab, consider using title-case for the ‘Add new column’ heading so it reads “Add New Column” (in the side panel when adding a column)
\n \n \n
35. [✔ ] Under a Shipping Options “Settings” tab, consider adjusting the “Show Shipping option to” label to title-case so it reads: “Show Shipping Option to”
\n \n
37. [ ✔] Under “eCommerce” > “Settings” → ‘Manage Status’ tab, consider adjusting for title-case
\n \n
39. [ ✔] Under “Reports” > “Custom Reports”, when editing a Report, the help bubble for “Settings” and “Form Filter” need adjusting.
\n
For “Settings”, it still refers to the previous naming of “Make Public” but should now be “Make Sharable”
\n \n
41. [ ✔] Under “Settings” > “Domains” and ‘Site Domains’ tab, consider adjusting for title-case in the sidebar for editing ‘Currency and Format’ and ‘Country’
\n
42. [ ✔] ...as above, also in the ‘Email Domains’ tab when adding a new domain, adjust for title-case
\n \n
44. [ ✔] Under “Settings” > “Admin Users”, column header and edit field label say “E-mail” consider changing to “Email”.
\n
Also note edit panel heading to title-case
\n
45. [✔ ] Under “Settings” > “Admin Menu Configurator”, consider adjusting headings and buttons for title-case
\n
46. [ ✔] Under “Settings” > “Setup Analytics”, consider correcting “Id” to “ID”
\n \n
48. [ ✔] Under “SEO” rename the “Pages search engine settings:” label to be more clear (since this option enables/disables ALL module item content, not just Pages).
\n
Something like “Global ‘Show for Search Engines’” with maybe even a paragraph under this heading, or a help bubble, describing what it does exactly,
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Fix truncate liquid string filter
\n
\n
\n
Fix liquid ‘truncate’ filter so if second param is NULL (http://prntscr.com/ui7qip) then apply \"...\" string as suffix.
\n
And if second param is an empty string \"\" (http://prntscr.com/ui7r3k) then apply an empty string \"\" as suffix.
<input type=\"number\" data-ecommerce_product_quantity_field=\"{{this.id}}\" {% if this.minimumUnits > 0 %}min=\"{{this.minimumUnits}}\"{% endif %} {% if this.maximumUnits > 0 %}max=\"{{this.maximumUnits}}\"{% endif %} value=\"{% if this.minimumUnits > 0 and this.params.quantity == null %}{{this.minimumUnits}}{% else %}{{this.params.quantity | default: 1}}{% endif %}\"/>
\n \n
4) Fix bug: ’this.params’ object is not filled by custom params. As a result such record {% component itemId: \"{{this.Id}}\", type: \"ecommerce_item_quantity\", quantity:\"10\" %} isn't rendered with quantity = 10 when it should.
Add following properties to the 'Product' (order line), 'Shopping_Cart' and 'Order' objects:
\n
\n
taxCode
\n
taxCodeHtml\n
\n
Product (order line)
\n
Shopping_Cart
\n
Order objects
\n
\n\n
unitRecommendedPrice
\n
unitRecommendedPriceHtml
\n
unitRecommendedTaxPrice
\n
unitRecommendedTaxPriceHtml
\n
unitRecommendedTotalPrice
\n
unitRecommendedTotalPriceHtml
\n
onSale\n
\n
Product (order line) object
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Property (type media) - apply URL partial encode for liquid
\n
\n
\n
Improve module item liquid object for ‘Media’ type properties in {% component type: \"module\" %} and {% component type: \"module_of_member\" %}:
\n
If property type is 'Media' - launch the following algorithm to its value:
\n
\n
extract file name from file path (file name is between last \"/\" and \"end of string\" OR \"?\")
\n
apply URL encode to the name
\n
join path and name back together
\n
place the value back to the property
\n
\n \n
The value of the 'Media' property still should be un-encoded on edit item form in the admin.
\n \n
Also update \"copy to clipboard\" links so they return encoded filename https://prnt.sc/uu6ljx
\n \n
Eg: So if an item would have a value like \"/pdf/myPdf#2.pdf?downloadable=1\" it will be encoded like \"/pdf/myPdf%232.pdf?downloadable=1\" and placing {{this.myPdf}} into the href attribute of the link will not break the file accessibility. For example: <a href=\"{{this.myPdf}}\">Download PDF<a>
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add module ID/alias to the item object (LIQUID)
\n
\n
\n
Extend module item object by adding following properties
\n
\n
Module_ID
\n
Module_Alias
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add {{this[‘LastUpdatedDate’]}} to properties list (toolbox)
\n
\n
\n
Add {{this[‘LastUpdatedDate’]}} to properties list in ’Module’ -> ‘Layout’ -> ’Properties’ toolbox. It exists, just not listed.
The ability to assign a custom folder path for user-submitted media objects. \nThis should also apply in the admin - so when selecting a file the file manager opens to the defined folder. \nThe ability to setup custom folder path to be secured (only admin have access) or unsecured (anyone with the link have …
The ability to have notifications on both creating and editing items.\n
\nWould we be able to allow the programatic triggering of Workflows for Custom Module create/edit forms, like we have for general forms:\nhttps://docs.treepl.co/documentation_group/content-modules/forms#secTriggerWorkflows\nand this will allows us to configure Workflow/s for whatever condition we …
- Sitemap.xml Exclude Module List \n- Update CRM Contact Group on edit account form \n- Advanced CRM groups on custom reports (+export) \n- CRM import/export + advanced CRM groups \n- Group products JS and Liquid logic \n- Rounding Formula for Taxation Engine \n- Shipping and tax improvements \n- module_tag_list and module_category_list improvement \n- Export of orders \n- Exporting Subscribers from Events \n- \"Tax Never Applies\" option for price \n- Do not …
CRM
SEO
eCommerce
v 5.5 Release date: 20 Aug. 2020
Full Release Notes
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\n \n
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BACKLOG
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\n
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File Manager: Files/folder lazy loading
\n
\n
\n
Improve file manager to use lazy loading functionality (to show only those elements that are visible on screen) in order to prevent long loading of the files and folders when there are a lot of files and/or sub-folders.
\n
Once user scrolls the active area, show following elements and hide previous so browser would not be overloaded.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Custom Shipping Layouts Bug
\n
\n
\n
eCommerce JS should not overwrite the <options> layout entirely. Option layout should be taken from the ’data-cms_cart_shipping_option_name_layout’ attribute that is located on the <select> tag.
\n
If no data attribute would be found - js will use default option name layout.
Back-end:
\n
Default layout should be improved by adding ’data-cms_cart_shipping_option_name_layout=\"{itemName} ({itemPrice})\"’ to the select tag http://prntscr.com/tcue19
\n
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BACKLOG
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3rd Party Shipping Integration: Order States and Tracking Info Management
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\n
\n
1) Add two system fields to the ’Order’ item in the admin (after Invoice Date http://prntscr.com/tb49jp):
Add ’Manage Statuses’ Tab to ’eCommerce’ -> ‘Shop Settings’ page
\n
Provide Ability to Create, Update, Delete Status and change their order in the dropdown on the ’eCommerce’ -> ‘Shop Settings’ -> ’Manage Statuses Page’ (http://prntscr.com/u6s8s9)
Add/Edit contains following fields:
\n
\n
Status Name (required)
\n
Type (not editable. For display purposes only)\n
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Custom (default)
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New
\n
AwaitingPayment
\n
PendingCharge
\n
PaymentCanceled
\n
Paid
\n
\n
\n
Workflow (multi-select)\n
\n
Not Set (default)
\n
--- list of workflows ---
\n
\n
\n
Notify Customer\n
\n
boolean (default false)
\n
\n
\n
\n \n
Provide following delete logic:
\n
\n
Only Statuses with Type=’Custom’ could be deleted.
\n
Don't show delete button and don't execute delete operation on statuses that has type other than ’Custom’
\n
\n \n
Pre-create following statuses (set all to: Workflow=Not Set, Notify Customer=False)
\n
\n
New (selected when order is created)
\n
Awaiting Payment (selected when create order via checkout form)
\n
Pending Charge (selected when two step card payment successfully placed funds for the order on hold)
\n
Payment Canceled (selected when: admin canceled the pending charge payment, or, pending charge payment was expired and as a result was canceled)
\n
Success (selected when CMS retrieves a message from payment provider that payment was successfully processed)
\n
Payment Failed (selected when CMS retrieves a message from payment provider that payment failed)
\n
\n \n
Remap all orders with current enum statuses as follows:
each time when new custom order status will be created - create [[order-status-name]].html file
\n
each time when custom order status name will be changed- changed [[order-status-name]].html file
\n
apply FTP synchronization to these files (update file content will update Content field of the email)
\n
\n
\n
\n
\n
\n \n
Liquid scope for \"this\":
\n
\n
order
\n
oldOrderStatus
\n
customer
\n
siteUrl
\n
\n
eg: Dear {{this.customer.firstname}}, The status of your order (#{{this.order.invoiceNumber}}) has been changed from {{this.oldOrderStatus}} to {{this.order.status}}.
\n \n
6) Add functionality to the order status change event:
\n
When changed (manually or via backend flow logic) - get new status settings and
\n
\n
send ’Order Status Changed’ system email if ’Notify Customer’ setting is True
\n
send all selected workflows that are selected in the ’Workflow’ setting (if there is a workflow selected)
\n
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BACKLOG
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\n
\n
3rd Party Shipping Integration: (BASE LOGIC)
\n
\n
\n
1) Shop Measurements Setup
\n
Add the following settings to the ’eCommerce’ -> Settings’.
\n
Determines the unit of measure to be applied to the Shipping options and Products Width, Height, Depth and Weight for the calculation of shipping price.
\n \n
Preset kg and cm for all sites in Database by default.
\n \n
Options:
\n
\n
dimension:\n
\n
cm (default)
\n
in
\n
mm
\n
m
\n
ft
\n
yd
\n
\n
\n
weight:\n
\n
kg (default)
\n
lb
\n
oz
\n
g
\n
\n
\n
\n \n
2) Shipping Option Integration Setup
\n
Modify the shipping option Details form according to the following fields order:
\n
\n
Name
\n
Currency / Country
\n
Type (new extended list)\n
\n
User Defined
\n
FedEx
\n
UPS
\n
USPS
\n
Canada Post
\n
Australia Post
\n
New Zealand Post
\n
\n
\n
Tax Code
\n
Price
\n
\n \n
Once any type with Shipping Integration selected- hide ’Price’ fields and show additional fields specific to the selected shipping provider:
\n
\n
Origin Zip/Postcode (string)
\n
Shipping Provider Services (dropdown)
\n
\n
unique fields for the particular shipping provider including api access params. BC Example for each shipping provides:
When shipping option that has shipping provider integration is selected, show additional input field: “Destination Zip/PostCode”
\n
\n
If shipping provider accepts any other additional fields that affects the cost - show them (For example: “Address is residential” field for UPS Air https://prnt.sc/talnkb, https://prnt.sc/talo94)
If there are several options available for the destination - provide the ability to choose one.
\n
If there are only one option available - preselect it.
\n
if no options available - show message \"No shipping options available for this destination\".
\n
if any error occured - show error message.
\n
\n \n
4) Shipping option display based on order rules
\n
Shipping options that have shipping provider integration should follow the same rules as currently works for ’User Defined’ shipping options (Shipping Option -> Settings tab).
\n
This includes:
\n
\n
measurement constraints
\n
price constraints
\n
limit delivery to country
\n
exclude if purchase from catalogs
\n
\n \n
5) Shipping Price Calculation Rules
\n
Once shipping provider returns the options and their prices - extract ’shippingTaxRate’, ‘shippingPrice’ based on the response data (if no tax set in the CMS the tax info will be taken from the shipping integrator if provided).
\n
Then recalculate base shipping price by adding any ’Handling Charge’ and ’Additional Per item Handling Charge’.
\n
And then recalculate ’shippingTaxPrice’, ‘shippingTotal’ and all other related prices like it works for ’user defined’ shipping options.
\n \n
Set resulting values to the liquid object of the shopping cart.
\n \n
Return to UI prices that already includes ’Handling Charge’, ’Additional Per item Handling Charge’ and ’taxPrice’. Basically the ’shippingTotal’ (https://prnt.sc/talnkb)
\n \n
6) Checkout form improvement based on the shipping providers integration
\n
Set zip code field to disabled (it is not allowed to be changed) and pre-filled by the value chosen on the shopping cart step (similar to how country is pre-selected based on the country selected on the shopping cart and not allowed to be changed).
\n
\n
\n
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BACKLOG
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\n
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3rd Party Shipping Integration: Liquid component tag for shipping providers additional fields
\n
\n
\n
Add new component tag for \"shippingProvidesFields\":
show QR code and code field on separate page after successful login (if 2FA not set up for the current user) http://prntscr.com/u6s4y8
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show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)
\n
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4) add ability to enable 2FA for the site on site details and show indicator on sites list
\n
\n
similar checkbox setting as on edit profile
\n
show if 2FA is enabled for the site
\n
\n
5) for site admin users (if 2FA for the site is enabled) each time on login:
\n
\n
show QR code and code field on separate page after successful login (if 2FA not set up for the current user) http://prntscr.com/u6s4y8
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show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)
\n
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\n
BACKLOG
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\n
\n
Replace old order.totalHtmlPrice and remove property
\n
\n
\n
Replace all occurrences of ’totalHtmlPrice’ to ’totalPriceHtml’ within order or shopping cart objects in following places:
\n
\n
System emails:\n
\n
Supplier Notification
\n
Invoice
\n
OfflineCreditCardPayment
\n
\n
\n
Forms:\n
\n
Checkout
\n
\n
\n
System Pages:\n
\n
offline-credit-card-payment
\n
order-receipt
\n
shopping_cart
\n
\n
\n
\n
ATTENTION:
\n
Custom includes, layouts or snippets where totalHtmlPrice has been used as part of any custom logic will not be replaced. It needs to be replaced to totalPriceHtml by the partner manually.
\n
\n
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\n
\n
BACKLOG
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Payment gateways: Paypal
\n
\n
\n
1) Create support for Paypal Payment gateway.
\n \n
2) Gateway logic should support following flows of capturing price:
\n
\n
‘Instant payment’ (charge money right away)
\n
\n
Places for logic to be implemented in:
\n
\n
‘Settings’ -> ’Payment’: Provide ability to setup API credentials for Paypal
\n
Page rendering function: Setup auto-add Paypal payment scripts in <head> section (similar to how it's done for eway and stripe)
\n
Payment form submit processor: Setup charging process via Paypal API using token retrieved from formData
1) Add new setting to the form settings (show only if at least one of the selected payment gateways support Two-step card payments)
\n
\n
Payment Flow\n
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Instant payment (default)
\n
Two-step card payments
\n
\n
\n
\n
\n
2) Payment gateways with Two-step card payments support:
\n
\n
Stripe
\n
Bambora
\n
\n
\n
3) Current payment flow logic is Instant payment. Once Two-step card payments selected and if payment gateway supports Two-step card payments - setup and apply following payment flow logic:
Once user submitted a payment form - place required funds on hold.
\n
Creating order, email notifications etc should be created/sent similar as for Instant payment flow but set cost to pending amount value. Set payment state to pending. Set Order state to pending charge.
(SCA) is a regulatory requirement in effect as of September 14, 2019, that impacts many European online payments. It requires customers to use two-factor authentication like 3D Secure to verify their purchase.
\n
\n
2) Add setting to stripe Payment Gateway (Enable 3D Secure)
\n
Enabling this setting will force payment form to trigger Payment Intents flow with support of 3D Secure rather then Charges
\n
\n
3) Create new system page: Checkout payment (/checkout-payment)
\n
\n
4) Payment Intents flow will not ask you for card details on the form but once the form is sent - it should redirect you to Checkout payment system page.
\n
In case you are paying for Event, secure zone subscription or general payment:
\n
\n
order should be created after payment is confirmed
\n
secure zone subscription should be applied after payment is confirmed
\n
event subscription should be added after payment is confirmed
\n
\n
\n
5) If shopping cart total price was changed after user comes to Checkout payment system page - show validation error on submit:
\n
“Price of the shopping cart was changed. Please go back to the <a href=\"/shopping_cart\">Shopping Cart</a> page, verify the data and re-submit the form.”
1) Add page and menu item: ‘Reports’ > ‘Custom Reports’
\n
Provide ability to:
\n
\n
Add new report
\n
list reports (with pagination 20 per page)
\n
Show only reports marked as public or that were created by the current logged in Admin User
\n
\n
2) All functionality with Custom Reports is available starting from Pro plan.
\n
\n
3) Reports Builder:
\n
SETTINGS
\n
Save the report by name and set as public option that allows you to share the report with other admin users. If Make public set to false - you are the only one who will see this report.
\n
\n
TYPE
\n
The type determines what fields should be collected for Fields and Filters steps and what entities should be collected for the final report.
\n
- Contacts (default)
\n
- Contacts and Cases
\n
- Contacts and Orders
\n
- Contacts and Event Bookings
\n
\n
FORM FILTER
\n
Select a form (from all available web forms) to filter only those cases,orders or event bookings that belong to this form.
\n
Show section only if type is one of:
\n
- Contacts and Cases
\n
- Contacts and Orders
\n
- Contacts and Event Bookings
\n
\n
---------
\n
\n
FIELDS
\n
Select Fields to be seen on report as column headers
\n
\n
Fields For Cases:\n
\n
Case Id
\n
Form name
\n
Date Submission
\n
\n
\n
Fields For Orders\n
\n
Order Id
\n
Form name
\n
Date Submission
\n
Currency
\n
Country
\n
Total Cost
\n
Amount Paid
\n
Pending Collection
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip Code
\n
Shipping Country
\n
Invoice Number
\n
Invoice Date
\n
Status
\n
\n
\n
Fields For Booking Subscriptions\n
\n
Booking Subscription Id
\n
Form name
\n
Booking Date
\n
Allocation
\n
Price
\n
Event Id
\n
Event Name
\n
\n
\n
Contact fields\n
\n
Contact
\n
First name
\n
Last Name
\n
E-mail
\n
Address
\n
City
\n
State
\n
Zip Code
\n
Country
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type
\n
\n
\n
Form fields (show only if certain form was included for report) \n
\n
<list of all selected form's custom fields>
\n
\n
\n
\n
\n
---------
\n
\n
FILTERS
\n
\n
Field (to filter by)\n
\n
<all fields available from the report type>
\n
\n
\n
Condition options (depending on Field value type)\n
\n
Equals
\n
NotEqualTo
\n
LessThan
\n
GreaterThan
\n
LessOrEqual
\n
GreaterOrEqual
\n
Contains
\n
DoesNotContain
\n
StartsWith
\n
\n
\n
Value (depending on Field type)\n
\n
if the field is general string or number type - show text field
\n
if it's a dropdown or radiolist - show dropdown
\n
\n
\n
\n
\n
Ability to add additional filtering rules
\n
\n
---------
\n
\n
RESULTS
\n
Generate sortable and paginated results table.
\n
Ability to export to Excel file.
\n
\n
\n
BACKLOG
\n
\n
\n
Custom Reports:
\n
Export
\n
\n
\n
Provide ability to export Custom report to Excel file.
\n
Columns should be the same as the report.
\n
\n
\n
BACKLOG
\n
\n
\n
Import/Export of prices, attributes and inventory
\n
\n
\n
Export format:
\n
\n
Add all system properties of the product after default properties and before custom properties
(1) first line - info of the product and its relations
\n
(2) all lines under with the same SKU code before end of file or another SKU code (SKU code should be same and present in all lines of the product data)
\n
\n
\n
Add following fields for specific-serialized relations:
\n
\n
\n
Parents [name of the parent module]. eg: `Catalog`\n
\n
Value: [parent item urls separated by `;`]. eg: `/catalog-1/sub-catalog;/catalog-1;/;`
\n
\n
\n
Sale Price\n
\n
Value: [country]-[currency]/[sale-price],[quantity for threshold option №1]/[price threshold option №1],[quantity for threshold option №2]/[price threshold option №2]; eg: AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
\n
\n
\n
Retail Price\n
\n
Value: [country]-[currency]/[sale-price]; eg:
\n
\n
AU-AUD/30.00;AU-USD/20.00;
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
\n
\n
Tax Code\n
\n
Value: [country]/[tax_name or \"Never\"]; eg: AU/Never;US/AZ;
NOTES: If [tax_name] not set to the country or [tax_name] === ”Never”, do not apply tax
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
Example String: AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;
\n
\n
\n
Recurring Type\n
\n
Value: one of (numeric or string value) - 1 or Once - 2 or Daily - 3 or Weekly - 4 or Fortnightly - 5 or Monthly - 6 or Quarterly - 7 or Half Yearly - 8 or Yearly
\n
\n
\n
Hide if Out of Stock\n
\n
Value: (boolean) true or false eg: Y or TRUE N or FALSE or empty
NOTES: If TRUE and no variations was created earlier - generate all variations and edit them by the values within columns Variations Code, Enabled, In Stock, Pre-Order determining variation by attribute options combination in the column Variation Options. If FALSE - discard variations.
\n
\n
\n
Variation SKU Code This column and columns below are assigned both to initial (global) product and to it’s variations. - Value for the first row assigned to the global product settings. - Values in the row/s below (that relate to initial product) are assigned to each variation row.\n
\n
Value: string (unique SKU code, should be empty for product row but required for variation row) If not set - ignore entire variation row data.
Eg: HAYNM5AXVB
\n
\n
\n
Enabled\n
\n
Value: (boolean) true or false eg: Y or TRUE N or FALSE or empty
\n
\n
\n
Variation Options\n
\n
Value: [option_of_attribute_1] ; [option_of_attribute_2] ; etc.
NOTES: Determines what variation should be edited by the fields: - Variations Code - Enabled - In Stock - Pre-Order
If such combination not found in the product - ignore changes in this row for the following columns: - Variations Code - Enabled - In Stock - Pre-Order
eg: HAYNM5AXVB;sub_prod_1;HMDP9271;
\n
\n
\n
In Stock\n
\n
Value: number (greater than or equal to 0)
\n
\n
\n
Pre-Order\n
\n
Value: number (greater than or equal to 0)
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Liquid security issue on form submission
\n
\n
\n
Add algorithm that will protect user-submitted content of liquid and JS injection in all form submissions and when user adds or edits a module item, for all text fields.
\n
\n
\n
IF Module -> Settings ->Site User Permissions -> Requires Approval == disabled https://prnt.sc/sq0ga9 AND
\n
IF it contains any of the following substring:\n
\n
{%
\n
%}
\n
{{
\n
}}
\n
<script
\n
<style
\n
</script>
\n
</style>
\n
\n
\n
do the following:\n
\n
if any liquid symbols was found\n
\n
remove tags from the content
\n
wrap all content with value here
\n
\n
\n\n
then replace \n
\n
<script to the <script-is-not-allowed
\n
<style to the <style-is-not-allowed
\n
</script> to the </script-is-not-allowed>
\n
</style> to the </style-is-not-allowed>
\n
\n
\n\n
run current item create/edit logic
\n
\n
\n\n
else\n
\n
run current item create/edit logic
\n
\n
\n
If user edits the item and Module -> Settings ->Site User Permissions -> Requires Approval == enabled\n
\n
Disable item after performing the changes
\n
\n
\n
\n
\n
IMPORTANT:
\n
Validate text value length AFTER the wrapping if it has occurred. So if original value fits the single line text field but once wrapped it doesn't - the validation error should be shown.
Then view that groups in the bottom of the contact details page.
\n
\n
\n
\n
\n
\n
\n
Linkage entities (each should have EDIT entity button and \"Add Custom Fields\" button https://prnt.sc/orpcbb):
\n
\n
Contacts
\n
Form Submissions
\n
Orders
\n
Booking Subscriptions
\n
\n
\n
Group Displaying Rules:
\n
\n
Display custom group for the entity IF\n
\n
Current entity type was added in the \"Apply to\" property of the CRM group settings.
\n
OR
\n
Custom group was checked in the \"Add Custom Fields\" setting of the current entity https://prnt.sc/orpcbb
\n
\n
\n
\"Add Custom Fields\" settings https://prnt.sc/orpcbb should be all unchecked by default. Admin user is the only one person that could check any of those custom groups.
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Attach Custom field groups to web forms
\n
\n
\n
Provide ability to choose Custom CRM Groups and attach them to the form.
Default layout builder should build all fields of each group similar to the form's custom fields.
\n
\n
Name should be:
\n
[[GroupAlias]]_[[FieldAlias]]
\n
\n
Example: Group alias: AccountInfo Field alias: Position Field: <input type=\"text\" name=\"AccountInfo_Position\">
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Add custom CRM field groups to CRM record
\n
\n
\n
CRM contact detail page should contain new button:
\n
“Add Custom Fields”
\n
\n
Clicking on that button should show panel that allows to select existing custom CRM forms. When selecting a form and click save - that custom CRM group should be attached to the Contact (Certain Contact record Attachment).
groupAlias (required) - alias of the custom CRM group.\n
\n
All group fields with their values should be set to the {{this.fields}} array of objects if fieldAlias is not set. Otherwise {{this.fields}} should contain only one element, being the object for the specified field set via fieldAlias.
\n
\n
\n
entityType (not required) - determines the CRM entity type to retrieve custom group for. Values can be:\n
\n
form_submission
\n
event_booking
\n
order
\n
contact (default, if no type set for the component)
\n
\n
\n
entityId (not required) - determines the CRM entity to retrieve custom group for\n
\n
if entityType is contact\n
\n
If field is empty - try use current logged in CRM contact id. - If no logged in users found return empty context item
\n
If CRM contact has isDataUsingAllowed not equal to true than return empty context item
\n
\n
\n
else\n
\n
If field is empty - return empty context item
\n
\n
\n
\n
\n
fieldAlias (not required) - alias of the CRM group field. Should be used to find a particular group field value for the CRM contact (determined by entityId and the group determined by groupAlias).
\n
collectionVariable (not required) - works the same way as other modules.
\n
layout (not required) - path to FTP file that will contain layout content for the data. \n
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
Toolbox - Liquid component tag for custom CRM fields
\n
\n
\n
Add new item to toolbox:
\n
\n
CRM\n
\n
CRM Contact Custom Group
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Plan restrictions
\n
\n
\n
All functionality with advanced CRM custom groups should be available starting from Pro plan.
\n
\n
Add to menu:
\n
\n
CRM\n
\n
Advanced CRM Groups
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
System property for allowing using crm contact records
\n
\n
\n
Add new system property to CRM Contact record:
\n
isDataUsingAllowed (bool)
\n
\n
label: Allow listing my contact data in the CMS
\n
default value: false
\n
can be set to true via edit account form (Add this field to the edit account form html that generates by toolbox)
\n
can NOT be set to true via admin panel
\n
\n
\n
CRM records that has this checkbox ticked ON will be allowed to:
\n
\n
be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by unchecking the checkbox on the profile page).
\n
be used by liquid component for retrieving and listing contacts.
\n
\n
\n
Add this property to the form builder, allowing to set it to TRUE on registration forms (http://prntscr.com/q89aht)
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
Module item custom property - CRMRecord
\n
\n
\n
Add new Module item property type:
\n
CRM record
\n
\n
property allows to assign any CRM record that has \"isDataUsingAllowed=true\"
\n
holds id of crm contact record (similar to datasource).
\n
switching \"isDataUsingAllowed\" to false should trigger removing that crm record id from all module items that have properties of CRM record type with that saved id.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
Liquid output of CRM records
\n
\n
\n
Add new component tag component type:\"CRMContacts\":
1) \"isDataUsingAllowed\" - system property type checkbox added to CRM record\n(only crm records that has this checkbox ticked on will be allowed to be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by uncheckin the checkbox on the profile page). \n
\n2) CRM record - type property\nallows to assign …
Custom Modules
CRM
v 5.3 Release date: 06 May. 2020
Full Release Notes
\n
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Module Duplication
\n
\n
\n
Function restriction upgrade: Allow copying module starting from Pro plan
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
`ProductDataJsonHTML` to product detail layout
\n
\n
\n
Exclusively for Product Module:
\n
Automatically add {{this.ProductDataJsonHTML}} to the product detail if there is no manual output inside the layout
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Parent Child module links in module settings
\n
\n
\n
Add ability to switch between parent and child module via links. Made them in the way that clearly shows what module is parent and what is child.
\n
Useful if you want to go to Blog post settings from blog settings.
HIDE shipping options only if ALL products in shopping cart has:
\n
\n
`Enable Shipping == false`
\n
\n
Return an undefined `Enable Shipping` value as `true` if:
\n
\n
`Is Downloadable Product == true`
\n
\n
OR
\n
\n
`Is Gift Voucher == true`
\n
\n
Otherwise it's `false`
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Downloadable products: Downloadable link for the order line liquid scope
\n
\n
\n
Add property `downloadableFileURL` to `order` line liquid object. Accessible everywhere that `order` liquid object is added to the liquid scope (thankyou page, invoice, workflow, supplier emails, etc).
\n
\n
Value is a downloadable link.
\n
if product is not downloadable - value is `null`
\n
\n
Modify thank you page and invoice email (default layouts) to show download link if order line is downloadable product
Add daily recurring subscriptions option to the secure zone.
\n
Modify subscription expiration extending logic: Add +5 hrs to secure zone expiration date (but not to the payment subscription) in order to avoid temporary loosing of the access while waiting for the IPN notification regarding successful payment
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Order Management Upgrade
\n
\n
\n
Split form submissions and booking subscriptions in orders detail page
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Grouped products form improvement
\n
\n
\n
Remove description field from the grouped product object.
These properties should be accessible wherever order line object occurs in liquid; ie: on orders and shopping cart, in invoice, workflow, supplier emails and on checkout thank you page.
\n
2) Add following properties to order (see above Example Spreadsheet for calculation definition)
If product in inventory tab has Out of stock property value equals to `hide product` (https://prnt.sc/rseiyi)
Add rule to remove such items from filtering and searching logic of the site.
When accessing by direct link - show 404
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Instock logic review
\n
\n
\n
Change the logic to NOT storing reserved for shopping cart items in In Stock property:
\n
\n
\n
In Stock
\n
\n
\n
\n
Always positive value or 0
\n
\n
\n
\n
Pre-order
\n
\n
\n
\n
Always positive or 0
\n
\n
\n
shows number of items that was bought after in stock value becomes 0
\n
\n
\n
\n
Added to shopping cart
\n
\n
\n
\n
add this property as display field to the inventory tab (https://prnt.sc/rq90pu) for both global inventory settings and each variation line and the total below.
\n
\n
\n
Always positive or 0
\n
\n
\n
shows number of items stored in all existed shopping cart sessions
\n
\n
\n
Return quantity when canceling order or destroying shopping cart:
\n
\n
\n
\n
if pre-order > 0
\n
\n
\n
\n
if return quantity > pre-order
\n
\n
\n
\n
instock = instock + (return quantity - pre-order)
\n
\n
\n
pre-order = 0
\n
\n
\n
\n
else
\n
\n
\n
\n
pre-order = (pre-order - return quantity)
\n
\n
\n
\n
\n
else
\n
\n
\n
\n
instock = instock + return quantity
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Orders submission flow rework
\n
\n
\n
Save form submission data to stripe metadata when performing a payment.
\n
Once stripe sends success callback - create form submission record based on data in metadata field
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Add Shop settings page and Format settings update
\n
\n
\n
1) Create groups on the `Settings -> Misc` page
\n
Admin Panel Settings
\n
\n
Enable text wrapping on a new line in the ace editor.
\n
Enable 24 Hours Format in the Date Picker
\n
\n
Recaptcha settings
\n
\n
Recaptcha V3 Score
\n
\n\n
Shop settings
\n
\n
Shopping Cart Life Time (Default 24 hrs) Use this value to determine how long shopping cart could exist (use shoppingCart['lastUpdateDate'] property). Once time is exceeded - delete shopping cart.
\n
\n\n
2) Extend `Currency and Format` settings panel (Settings > Domains > Currency and Formatting)
If enabled - show customization layout with examples similar to this one (https://prnt.sc/re4w3m)
Apply using these settings in all places where format settings are used in the system (ie: All ...Html properties of the product, orderline, order, etc. and liquid filters that are relying on format settings
\n
\n\n
Params to be listed in user friendly way:
\n
\n
CurrencyGroupSeparator (string) = \",\"
\n
CurrencyGroupSizes (string) = new[] {2, 1, 2} CSV string of numbers. Determines pattern for Group sizes (from right to left. Last digit would be repeated)
2) Add ability to select countries via multiselect dropdown in the component toolbox
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
nICE color picker z index issue
\n
\n
\n
Would it be possible for the algorithm to have a minimum z index of at least 100.
\n\n
It seems like it's calculating it at 5 on any complex website, there are going to be items that are over that z-index.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Offline Credit Card Payment System page
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n\n
Create new system page
\n
\n
Offline Credit Card Payment
\n
\n
Liquid scope of the page should include the `order` object (same as is accessible on checkout thank you page)
\n\n
Page should contain a new system form with:
\n
\n
payment fields for the current domains' payment gateway
\n
hidden input for order id with preset orderId value via {{this.order.id}}
\n
\n
Add to component toolbox ability to retrieve offline payment HTML form code
\n
\n
Ecommerce > Offline Payment Form
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Offline Credit Card Payment Email
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n
Add new System email
\n
\n
\n
Offline Credit Card Payment
\n
\n
\n
Subject: Pay an Order #{{this.order.id}}
\n
\n
\n
Liquid scope
\n
\n
\n
siteURL
\n
\n
\n
order
\n
\n
\n
customer
\n
\n
\n
\n
The CRM record that is attached to the order. Same as added in {{request.member}}
\n
\n
\n
\n
offlinePaymentPageURL
\n
\n
\n
\n
Required to be in the email content. Should contain domain that was saved within the order. Provide validation and do not allow to save content if email content does not contain {{this.offlinePaymentPageURL}} string
\n
\n
\n
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Offline Payments flow
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n
Provide ability to send Offline Credit Card Payment Email from the `Order -> Payments` tab (https://prnt.sc/rvjj8g)
\n
\n
\n
Send Offline Credit Card Payment button
\n
\n
\n
Email should be triggered for the domain that is attached to the current order
\n
\n
\n
Alternatively, provide ability to go directly to `Offline Credit Card Payment` system page URL (front-end) from this tab
\n
\n
\n
Pay By Credit Card button
\n
\n
\n
link to system page should contain orderId
\n
\n
\n
When submitting a form from the Offline Credit Card Payment system page
\n
\n
\n
Validate payment data
\n
\n
\n
if error - show same error message as for the web forms
\n
\n
\n
else - proceed payment and
\n
\n
\n
\n
if success attach it to the order that is referenced via hidden input
\n
\n
\n
\n
Set order status to success
\n
\n
\n
add success payment line to `Order -> Payment` tab
\n
\n
\n
\n
else - show error payment message.
\n
\n
\n
\n
Provide ability to set `redirectURL` param. Same as for general forms (form input field)
\n
Provide ability to use `jsonResponse=1` param. Same as for general forms
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Password change in CRM
\n
\n
\n
1) Add ability to change password for the CRM contact record.
\n
When admin changing password - send `Password Changed` system email
\n
2) Add new system email `Password Changed`
\n
\n
\n
When saving email perform validation
\n
\n
\n
\n
{{this.adminEmail}} liquid output is required
\n
\n
\n
\n
Liquid scope of this:
\n
\n
\n
\n
siteUrl
\n
\n
\n
adminEmail
\n
\n
\n
newPassword
\n
\n
\n
member (object - all data of crm contact like it outputs in {{request.currentmember}})
\n
\n
\n
\n
Subject
\n
\n
\n
\n
“Your password has been changed on {{this.siteUrl}} by the admin”
\n
\n
\n
\n
Content
\n
\n
\n
\n
“Hello {{this.member.firstname}},
Your password on ({{this.siteUrl}}) website has been changed to <strong>{{this.newPassword}}</strong> by the admin ({{this.adminEmail}}).
If you did not request this change, please contact your website administrator.”
2) Apply chosen appearance settings to the payment fields within all payment forms' layouts
\n
Modify {% component type:\"payment_form_fields\", formAlias:\"{{this.alias}}\" %} layout or payment script JS GET params for this task.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Case Insensitive URL redirect param
\n
\n
\n
1) Add additional checkbox field to specify if url redirect is case sensitive or not.
\n
\n
\n
Is Case Insensitive
\n
\n
\n
\n
default value is true
\n
\n
\n
by default set once on app-start values of existed redirects to true
\n
\n
\n
\n
logic:
\n
\n
\n
If value is true
\n
\n
\n
\n
compare requested URL with saved redirect URL and ignore the letters case
\n
\n
\n
\n
Request URL /content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /content => /new-content
\n
\n
\n
\n
\n
else
\n
\n
\n
\n
compare requested URL with saved redirect URL including comparing the letters case
\n
\n
\n
\n
Request URL /content will NOT trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will NOT trigger URL redirect /content => /new-content
\n
\n
\n
\n
\n
2) Add column to list layout for Is Case Insensitive property
\n
3) Add column to import/export URL redirects flow.
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Control default styles and scripts
\n
\n
\n
Provide ability to disable auto-added default CMS assets to the head section of pages. Under `Settings -> Misc => CMS Assets Management`
\n
1) Global Settings
\n
Fields (and show which resources not to add to the head):
\n
\n
Main CSS
\n
Ecommerce JS
\n
Recaptcha JS
\n
Payment JS
\n
\n
2) For the Content Template
\n
Provide same list of fields on the `Content Template` add/edit layout to override global defaults (ie: use global setting by default)
\n
3) Implement logic to check CMS Assets Management settings in the Content Template (or in the Global Settings if Use global setting option is selected for the template). Based on the retrieved value either append appropriate styles and scripts html tags to the head or not.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Re-apply folder detail instead of page detail layout for folders
\n
\n
\n
Check if there are Page Folder items that have applied detail layout with ID 1525 (Page Detail)
\n
If found - attach to them Folder Detail layout (ID 1519 ) and save item.
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
| set_money_format And | set_number_format upgrade
\n
\n
\n
Modify liquid filters
\n
\n
\n
set_money_format
\n
\n
\n
set_number_format
\n
\n
\n
Parse argument the following way
\n
\n
\n
If can be converted to long int
\n
\n
\n
\n
determine argument as ID
\n
\n
\n
find format setting by ID
\n
\n
\n
\n
Else
\n
\n
\n
\n
determine argument as Name
\n
\n
\n
find format setting by Name
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add URL to order line
\n
\n
\n
Add URL to order line liquid object.
\n\n
Redo `shopping cart` system page and `invoice` layouts to wrap product name with the link to the product.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add .dwg format to the staticContent section
\n
\n
\n
Add “.dwg” extension to the list of allowed to be accessed via URL (Static content list)
\n
\n
\n
\n
\n
Misc
\n
\n
\n
Order migration (old data to new)
\n
\n
\n
Migrate order that was created not by Advanced Payment Flow to the latest version of the orders logic.
\n
Apply main order param for the orders that was created for recurring payments (secure zone subscriptions) according to the latest version of the orders logic .
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
this.order in workflow emails scope
\n
\n
\n
Add this.order object (same as added in invoice email) to the workflow email liquid context if form has \"Accept Payment\" option enabled.
\n
If no order was created during form submission - set this.order to null
1) Add `eCommerceItemId` to the shopping_cart order-line object
\n
2) Add attribute images to the order `options` object
\n
SOURCE:
\n
Use-case for having access to this data:
I had the requirement to display the chosen attribute option image in the cart, but had to do several more look ups and collection loops to retrieve it.
\n
Not directly having the product ID meant I had to look up the product via SKUCode instead which isn't as stable. But the item ID should always be available IMO.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Remove Product from cart data attribute selector instead of <tr> (ecommerce.js)
\n
\n
\n
Modify the functionality, when removing product from cart, so it will try to find parent HTML element by data attribute `data-cms_cart_order_line_holder`.
\n\n
Add autoFix of the shopping cart layout on our template and sites created based on ecommerce template (for the backward compatibility.)
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Rebuild module after import module items
\n
\n
\n
Set to queue entire module rebuild when import module items process is finished
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Priced ...HTML properties decimals after dot fix
\n
\n
\n
PriceHTML and other ...HTML properties render to 4 decimals.
\n
Should render such number of decimals as configured in Format Settings attached to the current domain
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add Paginate items parameter for component type module, module_of_member
\n
\n
\n
Add new parameter to the {% component type:\"module\" %} and {% component type:\"module_of_member\" %}
\n
\n
\n
Parameter name
\n
\n
\n
\n
enablePagination
\n
\n
\n
\n
Default value
\n
\n
\n
\n
true
\n
\n
\n
\n
Not required (not show this param in toolbox if param is checked)
\n
\n
\n
Logic
\n
\n
\n
\n
if false - do not apply pagination logic via get params. Return same items as it shown when no pagination params occured in URL
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Order -> Payment tab UX improvement
\n
\n
\n
View Total cost and pending cost on the page.
\n
When click pay by cash - automatically preset amount equal to pending cost
After saving Folders icons are disappear as well as path to Blog Post settings http://prntscr.com/sbq6ms
\n
When showing settings tab CMS should return system modules parent-child linkage in order to not override it when saving other settings of the blog http://prntscr.com/sbqbz1
When deleting a tax sometimes we get Internal error:
The primary key value cannot be deleted because references to this key still exist. [ Foreign key constraint name = ForeignKey.ShippingOptionBase.TaxCode ]
\n\n
\n
\n
\n
\n
Bug
\n
\n
\n
Inventory - When Out of Stock hide button
\n
\n
\n
\n
Setup inventory
\n
Select “Show product but don't accept orders “ in “When Out of Stock”
Add validation of these fields: Minimum Units and Maximum Units https://prnt.sc/riulyw when adding products to cart
\n
\n
\n
\n
\n
Bug
\n
\n
\n
Bug from client - import/export CRM
\n
\n
\n
Add ability to edit Type
\n
SOURCE:
\n
I am seeing an \"Excel row number: 2. Detail: Invalid member type.\" on all 20 lines I try to import to the CRM, but there is no \"type\" in the file? The only row that works is the first and they all look similar?
I guess it is something REALLY simple, but not sure? Normally I don't have any problems importing.
\n
The first line is exported from the CRM to have something to work from.
Bug from client - change logic Exclude from Catalogs
\n
\n
\n
\n
Go to Shipping Option
\n
Create new shipping option and set Exclude from Catalogs
\n
Exclude from Catalogs should exclude this shipping option if shopping cart has at least one product that attached to any of the selected catalogs within this field http://prntscr.com/rwk7el
\n
\n
\n
\n
\n
\n
Bug
\n
\n
\n
Bug from forum - Mandatory Custom Module Fields Reflect in User form
This list of improvements is gathered from Treepl users' feedback from forum and support: \n
\n
Ability to copy existing custom module \"Pro\" plan
\n
Parent child module links in module settings
\n
search keywords field to import/export
\n
nICE color picker z index issue
\n
Case Insensitive URL redirect param
\n
Add option to disable default styles and scripts in Misc settings
\n
Re-apply folder detail instead …
eCommerce
v 5.2 Release date: 15 Apr. 2020
Full Release Notes
Version 5.2 is being deployed to trial sites in a period between April 20 and 24. \nLive sites will get this update starting April 27th. \nFollow our System Status page for announcements.
eWay Payment Gateway: \nIntegrate eWay API to Payment Flows
\n
\n
\n
Add eWAY payment API library to the system.
\n
Implement following payment flows:
\n
- single item payment (for \"Advanced Payment\" flag on and off) \n - item/event payment (for \"Advanced Payment\" flag on and off) \n - checkout payment
\n
For secure zone recurring subscriptions and eWAY payment gateway enabled for the country/currency:
\n
- Show validation message and stop processing form submit immediately: \n \"Recurring payments are not allowed for eWAY payment Gateway yet.\"
\n
\n
\n
Backlog
\n
\n
\n
eWay Payment Gateway: \nIntegrate eWAY API for payment forms frontend JS
\n
\n
\n
Apply eWAY apis to provide credit card fields via JS for payable forms in order to tokenize the card and pass token to the backend for charging process.
\n \n
Apply backend auto-add js file script tag to the page similar to the stripe js (provide all required payment settings via get params to eway.js file)
\n
\n
\n
Backlog
\n
\n
\n
eWay Payment Gateway: \nNew component for payment fields
\n
\n
\n
Add new component tag of type \"payment_form_fields\": \n{% component type:\"payment_form_fields\", formAlias:\"[[formAlias]]\" %}
ATTENTION: this property required to be rendered on Detail or list layout, because treepl cms ecommerce js works based on it’s data. \nOtherwise add to cart, buy now buttons and in-stock calculations wouldn’t work. \n
\n
Value is: \n<script> \ninitEcommerceProductPriceVariations({{this.Id}}, {{this.ProductDataJson}}); \n</script> \n
\n
Modify JS to:
\n
- calculate inStockHtml value based on selected attribute options and this.productDataJsonHTML Data (inventoryVariations) \n
\n
- disable attribute options according to disabled variations in inventoryand this.productDataJsonHTML Data (inventoryVariations) \n
\n
- calculate priceHTML and priceWithTaxHtml based on this.productDataJsonHTML Data (quantityThreshold)
Ecommerce Improvements: \nHide ecommerce items on lower site plans
\n
\n
\n
1) If site plan is lower than ecommerce hide following items:
\n
\n
workflows:
\n
Low stock notification Workflow \n
\n
\n
\n
system pages:
\n
checkout
\n
order-receipt
\n
shopping_cart \n
\n
\n
\n
system emails:
\n
Low Stock Notification
\n
Supplier Notification
\n
GiftVoucher \n
\n
\n
\n
Setup logic on form submit if form.type == checkout
\n
Show validation message and stop processing form submit immediately: \n\"Checkout forms can not be processed on the current site plan.\"
\n
\n
\n
\n
\n2) If site plan is lower than pro hide following items:
\n
\n
system emails:
\n
Invoice
\n
\n
\n
File Manager:
\n
ability to secure folders
\n
\n
\n
Settings -> Payment:
\n
menu item and pages
\n
\n
\n
Settings -> Domains:
\n
CURRENCY AND FORMAT tab
\n
\n
\n
Events:
\n
pricing tab
\n
\n
\n
FORM builder:
\n
Hide ability to change form types (for new select generic, For existed non generic - not change) http://prntscr.com/rh6dxz
\n
\n
\n
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nRestore system pages and system email to default button
\n
\n
\n
Add ”Restore to default” buttons to: \n- system pages
\n
- system emails
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nMove Currency and Format tab to Domain settings
\n
\n
\n
Move Currency and Format tab from
\n
Settings->Payment
\n
to
\n
Settings->Domains
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nDisable Secure form submission folder feature
\n
\n
\n
Disable Secure form submission folder feature. \nIn one of the upcoming releases it will returned back with ability to configure what form should secure uploads and what should not.
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nNew component added for Cases
otherwise get cases of current logged in crm member only (default true)
\n
\n
\n
object (not required)
\n
item
\n
collection (default)
\n
\n
\n
collectionVariable (not required) - works the same way as other modules.
\n
layout (not required) - path to FTP file that will contain layout content to be parsed.
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
\n
\n
\n
sortBy (not required)
\n
Id (default)
\n
FormId
\n
MemberId
\n
FormName
\n
CreatedDateTime
\n
\n
\n
sortOrder (not required)
\n
ASC
\n
DESC (default).
\n
\n
\n
filterBy (not required) - default value is empty
\n
Id
\n
FormId
\n
MemberId
\n
FormName
\n
CreatedDateTime
\n
\n
\n
filterValue (not required)
\n
value to use in filtering condition
\n
\n
\n
filterCondition (not required)
\n
equally (default)
\n
less
\n
more
\n
lessEqually
\n
moreEqualy
\n
contains
\n
\n
\n
limit(not required) - number of items to get (default value is 10)
\n
offset (not required) - number of items to skip before get (default value is 0) \n
\n
\n
Single tag item context is described below. If object = collection than this contains attributes property that holds the list of attributes ({{this.items}}) :
otherwise get orders of current logged in crm member only (default is true)
\n
\n
\n
object (not required)
\n
item
\n
collection (default)
\n
\n
\n
collectionVariable (not required) - works the same way as in type: module.
\n
layout (not required) - path to FTP file that will contain layout content that need to be parsed.
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
\n
\n
\n
sortBy (not required)
\n
id (default)
\n
formId
\n
memberId
\n
caseId
\n
name
\n
invoiceNumber
\n
invoiceDate
\n
paymentType
\n
AmountPending
\n
AmountPaid
\n
subTotalPrice
\n
taxPercent
\n
taxPrice
\n
totalPrice
\n
\n
\n
sortOrder (not required)
\n
ASC
\n
DESC (default)
\n
\n
\n
filterBy (not required) - Default value is empty
\n
id
\n
formId
\n
memberId
\n
caseId
\n
name
\n
invoiceNumber
\n
invoiceDate
\n
paymentType
\n
AmountPending
\n
AmountPaid
\n
subTotalPrice
\n
taxPercent
\n
taxPrice
\n
totalPrice
\n
\n
\n
filterValue (not required)
\n
value to use in filtering condition
\n
\n
\n
filterCondition (not required)
\n
equally (default)
\n
less
\n
more
\n
lessEqually
\n
moreEqualy
\n
contains
\n
\n
\n
limit(not required) - number of items to get (default value is 10)
\n
offset (not required) - number of items to skip before get (default value is 0)
\n
\n \n
Single tag item context is described below. If object = collection than this contains attributes property that holds the list of attributes ({{this.items}}) :
{ \n \"id\": 0, \n \"formId\": 0, \n \"memberId\": 0, \"caseId\": 0, \n \"name\": \"\", \n \"invoiceNumber\": \"\", \n \"invoiceDate\": \"\", \n \"items\" : [see Data Structure for this component (see v5.0 release notes)], \n \"formatSetting\" : [see Data Structure for this component (see v5.0 release notes)], \n \"domainCountry\" : [see Data Structure for this component (see v5.0 release notes)], \n \"destinationCountry\" : [see Data Structure for this component (see v5.0 release notes)], \n \"shippingOption\" : [see Data Structure for this component (see v5.0 release notes)], \n \"discount\" : [see Data Structure for this component (see v5.0 release notes)], \n \"giftVoucher\" : [see Data Structure for this component (see v5.0 release notes)], \n \"paymentType\" : \"\", \n\"AmountPending\" : 0 \n \"AmountPaid\" : 0 \n \"subTotalPrice\" : 0 \n \"taxPercent\" : 0, \n \"taxPrice\" : 0, \n \"totalPrice\" : 0 \n}
Ecommerce Improvements: \nAuto add this.ProductDataJsonHTML to product detail layout \n(will be released via hotpatch v5.1.1 on March 23)
\n
\n
\n
Exclusively for Product Module:
\n
Automatically add {{this.ProductDataJsonHTML}} to the product detail if there is no manual output inside the layout
\n
\n
\n
HOTPATCH
\n
\n
\n
Module copy function restriction upgrade \n(will be released via hotpatch v5.1.1 on March 23)
\n
\n
\n
Allow module copying starting Pro plan
\n
\n
\n
Bug
\n
\n
\n
List of bug fixes
\n
\n
\n
\n
Fixed BUG occurred on Item Duplication of an already Duplicated Item. \n(If you duplicate an item (from within the edit page), save it as a new item, then duplicate that item (still within the edit page), it actually duplicates the original/first item instead of the new one.)
\n
Event module seems not to be able to \"hide when full\"
If you duplicate an item (from within the edit page), save it as a new item, then duplicate that item (still within the edit page), it actually duplicates the original/first item instead of the new …
Change default recaptcha V3 js code to the one specified in the file recaptcha v3 execution on form submit-min.js
\n
New code will execute recaptcha V3 validation once user triggers submit form event Submission will be longer, but this solution removes validation issues with the old code that gives you 2 minutes starting from the page loaded state to submit the form (validated token expired after 2 minutes). Old code launched validation on page load event.
On item add/Edit view - rename tab name for categories, tags and Authors
\n
\n
From ”System Properties”
\n
to “Default Properties”
\n
\n
\n
\n
Misc
\n
\n
\n
‘Added by’ field refactoring #1
\n
\n
\n
Hide field \"Added by\" and do not request CRM contact records on item Add/Edit form if ALL settings below are set to false:
\n \n
\n
Allow Add New Items
\n
Allow Edit Items
\n
Allow Delete Items
\n
\n \n
Attention: Even if field is hidden if it has a value previously - it will not be erased on clicking save item
\n
\n
\n
Misc
\n
\n
\n
Recaptcha v3 validation score management
\n
\n
\n
In Settings -> Misc Add ability to set Minimum validation score:
\n
\n
value should be between 0 and 1.0
\n
default value is 0.5
\n
\n
On webform validation if success check if validation score is greater or equals to the one set here.
\n
\n
\n
Misc
\n
\n
\n
Add keywords field for site search
\n
\n
\n
Add default field to all modules:
\n
\n
Site Search Keywords
\n
type: text
\n
\n
Should contain CSV list of keywords.
\n \n
When user will perform site search - apply searching by this new field as well as it currently does for name and description
\n
\n
\n
Misc
\n
\n
\n
Index writing/reading flow upgrade
\n
\n
\n
Change the way reindex works:
\n
\n
launch reindex check each 2 seconds instead of 5
\n
stabilize index read/write operations so they will no longer conflict with each other (causing incorrect output via component when filtering by tags or categories)
\n
Apply “reindex item” flow in site search similar to “reindex module item” instead of the WHOLE SITE SEARCH reindex (causing delays in component output when filtering by tags or categories)
\n
When changing module settings - launch module reindex ONLY if module url was changed.
\n
Optimize reindexing process to significantly reduce time for reindex module or reindex site search
\n
Causing reduced speed of whole site (frontend and admin) since site is sharing same processor resources with the reindex process.
\n
causing incorrect output via component when filtering by tags or categories
\n
\n
\n
\n \n
BUG fix: Check that reindex module flow takes ACTUAL documents. Not the cached ones.
\n
\n
\n
Beta
\n
\n
\n
Feature flags updates for 5.0-5.1
\n
\n
\n
Remove from internal section flags listed below:
\n
\n
Advanced search
\n
Date Time Management
\n
Rebuild queue
\n
Advanced multi-level categories
\n
Customizable columns for module items view
\n
\n
Move ’Email domain verification’ flag to Internal flags.
\n \n
\n\n\n
\n
Beta
\n
\n
\n
ps1 Advanced Payment Flow: Advanced Payment feature flag
\n
\n
\n
Feature flag: Advanced payment flow
\n
Improves payment flow using defined by the customer price formats and currencies attached to domain payment was made from.
Currency - (select) use table of currencies already set into the system
\n
Number of digits after coma - (select) options: 0-6
\n
\n
\n
Edit button should display the same form with preselected fields
\n
On clicking delete - display standard confirmation dialog box
\n
\n \n
Default setting will be pre-configured (which can not be edited or deleted). This format setting will be used as default if no format setting specified for the domain.
\n
Default settings:
\n
\n
Name: Default
\n
Culture: English (United States)
\n
Currency: USD
\n
Number of digits after coma: 2
\n
\n
\n
\n
Beta
\n
\n
\n
ps3 Advanced Payment Flow: Extend Domains settings with \"Currency and Price format\" and \"Country\"
domain (not required param) - domain to retrieve settings for (current domain is default if param is empty)
\n
collectionVariable (required param) - works the same way as other components.
\n
\n \n
collectionVariable context is an OBJECT described below:
\n
\n
Domain (string)
\n
LandingPage (object)
\n
Id (int)
\n
Url (string)
\n
Name (string)
\n
\n
\n
Country (object)
\n
Name (string) - country code
\n
Code (string) - country code
\n
\n
\n
FormatSetting (object)
\n
Name (string)
\n
Culture (string)
\n
Currency (object)
\n
Code (string)
\n
Symbol (string)
\n
DigitalCode (string)
\n
Name (string)
\n
\n
\n
DecimalsQuantity (int)
\n
\n
\n
\n \n
\n
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Beta
\n
\n
\n
ps5 Advanced Payment Flow: Admin UI dates format improvement
\n
\n
\n
Display dates in the admin using Default domain Format setting
\n
\n
\n
Beta
\n
\n
\n
ps6 Advanced Payment Flow: Domain currency and format settings to the order
\n
\n
\n
When creating an order, save currency and price format settings chosen for the domain the order was purchased from, to the order at the moment of purchase.
\n
So that if admin changes the currency and price format settings for the domain - the order will still keep those settings that were at the moment of purchase.
\n \n
Display prices in order list and detail view based on these saved currency settings:
Advanced Payment Flow: Form Builder (Form logic modified)
\n
\n
\n
Add system field
\n
\n
FormType
\n
Values:
\n
Generic (default)
\n
SingleItem
\n
Checkout
\n
\n
\n
\n \n
Add formType property to the following liquid objects:
\n
\n
form context (applied in {% component type:\"form\" %})
\n
form submission data object {{ formSubmissionData }}
\n
\n \n
If Advanced Payment Feature flag is enabled – all payment forms (with selected Accept Payment property) start working via the new flow:
\n \n
For any form type:
\n
IMPORTANT: Default html form template generates completely differently from the old one. Payment forms created earlier WILL NOT BE COMPATIBLE with the new flow since JS and backend logic was completely reworked for multiple payment methods and payment gateways.
(1) Removed data attributes for order name and description. They will be set on the backend by the internal rules.
\n
(2) PaymentType field was reworked to accept payment types not payment gateway as it wrongly did before. Renamed to Payment_Type and accept following options
\n
CreditCard: Replacement of the old Stripe code. Gateway will be determined by the current domain. Stripe key, currency and other gateway details now passed via get params of the payment gateway js that is automatically attached to the head of the page if page contains at least one component type form with selected accept payment field
\n
Free: Option that is accepted only if submitted amount is equal to 0. Submitting such form still creates order-form_submission pair.
\n
Offline: Option that allows creating order in Awaiting Payment state. So you will be able to add offline payment on order in Payments tab that will change order state to Success
\n
\n
\n
(3) Payment fields that collect tokenized credit card data was reworked. In upcoming update (18 March) static html will be replaced by {% component type:\"payment_form_fields\", formAlias:\"[[formAlias]]\" %} that will have virtual layout that is same as on the right side in the screenshot above. This section will be used to output validation errors, set tokenized card data from payment provider and to display payment fields using capabilities that selected payment gateway give.
\n
(4) Amount field was transformed to Payment_Amount field. Value of the this.paymentAmount will be set based on price param if form does not contain any secure zone with paid recurring subscriptions. If form contain such secure zone then price value will be overridden by sum of all paid subscriptions.
\n
Examples of the form component: {% component type: \"form\", alias: \"payment_form\", price: \"20.10\" %}
Form template generates an additional field Payment_ModuleItemId This field will be prefilled by the id of the item specified in form component moduleItemID or eventId param (value of this.moduleItemId will be set based on moduleItemID or eventId param)
\n
Examples of the form component: {% component type: \"form\", alias: \"payment_form\", moduleItemID: \"3065\" %} or {% component type: \"form\", alias: \"payment_form\", eventId: \"3065\" %}
Form template includes fields for giftvoucher and shipping address details
\n
Value of the this.paymentAmount will be set based on the checkout totalPrice value.
\n
Examples of the form component: (no difference between checkout and simple form component. But form template will not be rendered if the site plan is lower than eCommerce) {% component type: \"form\", alias: \"payment_form\" %}
\n
\n \n
Guide to convert Event Payment forms html layout from
\n
old payment flow to new one:
\n \n
1. Choose SingleItem form type.
\n \n
2. Do manipulations described below referencing this screenshot:
Convert number to formatted string based on current domain Currency and format setting. Without currency related settings If liquid parsing is outside of domain scope - use default domain and it's settings.
Convert number to formatted string based on current domain Currency and format setting. Including all currency related settings If liquid parsing works outside of domain scope - use default domain and it's settings.
Secure Zones: Files and Folders tab in secure zone
\n
\n
\n
Add new step to secure zones \"Files and Folders\" Provide ability to assign/unassign separate files or folders to/from secure zone. DESIGN: http://prntscr.com/r7d8m1
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\n
\n
Backlog
\n
\n
\n
Secure Zones: Secured files and folders in file manager
Add new module setting under Advanced Settings -> Allow multiple parent items
\n \n
If this option of the child module is enabled - display Tab with the name of the Parent module (for child module item view) or the name of the Child module (for parent module item view).
\n \n
Example:
\n
Module Catalogs is parent to Products. If Products module has Allow multiple parent items=true than product item page will contain Catalogs tab, and catalog item page will contain Products tab
Display list of prices (price entities) based on Currency/country pairs.
\n
(Currency/country pairs can be achieved from list of domains and cultures and countries attached to them)
\n
List shows only price entities that are attached to active Currency/country pairs.
\n
If admin changes Currency/country pair for some domain but some module item already has attached price entity based on that Currency/country pair that was previously attached to the domain, than this price entity should not be visible but still saved in the db. So if admin sets back that currency/country pair to any domain, that module item will restore visibility of that price entity in the price list.
\n \n
Price entity properties:
\n
\n
Currency (one of currency list)
\n
Country (one of country list)
\n
PriceList (list)
\n
RetailPrice
\n
SellPrice
\n
Tax (one of tax codes filtered by PriceEntity Country setting)
\n
priceForUserType (one of:)
\n
Consumer
\n
Wholesaler
\n
may be more in the future
\n
\n
\n
\n
\n
VolumeDiscountPriceList (list) may be zero or many
\n
Quantity
\n
SellPrice
\n
\n
\n
\n \n
Liquid Scope Extending
\n
Module item liquid scope should be extended by property Price {{this.price}} that should return price based on the current domain.
\n \n
Searching and filtering impact
\n
Price property should be searched or filtered based on the current domain’s country/currency settings.
\n
\n
\n
Backlog
\n
\n
\n
p5 Ecommerce: Products > Attributes
\n
\n
\n
Add new module setting
\n
\n
Advanced Settings -> Enable Attributes (hidden and restricted to change for now. Available for Products module only)
\n
\n
If option enabled - show ’Attributes’ tab in the Add/Edit module item page
\n \n
Attributes list:
\n
Attributes provide ability to add/edit/delete product attributes and attribute options.
Clicking on Generate Variations (setting it to true) should hide InStock and PreOrder options and create variant products as per any attribute options that have AddToInventory = true.
\n
Set initial InStock value of the first variant product to the products stock level, where all others are 0.
\n
Sum of all insock values of all variant products should be set to Inventory.InStock property.
\n \n
Clicking on Disable Variations (setting it to false) should show InStock and PreOrder options and remove variant products entirely.
\n
\n
Both changes should be applied if user clicks save button ONLY. If user set Generate Variations = false than show confirmation window before saving:
\n
Are you sure you want to remove all product variations?
\n
OK CANCEL
\n \n
Inventory entity properties and relations
\n
\n
Enabled (boolean)
\n
Generate Variations (boolean)
\n
WhenOutOfStock (one of)
\n
Show [module alt name] but don't accept orders
\n
Hide [module alt name]
\n
Enable pre-ordering
\n
\n
\n
LowStockNotification (number)
\n
InStock (number)
\n
PreOrder (number)
\n
Variations (list)
\n
Title (string)
\n
SKUCode (string) - UNIQUE between all variation Codes and all module item SKUCodes
\n
InStock (number)
\n
Enable (boolean)
\n
AttributeOptionsVariation (one of variant products made by attribute options of attributes that have AddToInventory = true)
\n
\n
\n
\n \n
Searching and filtering impact
\n
Inventory data can't be searched or filtered for now.
moduleIdentifier (required param) - moduleName or moduleId.
\n
itemId (required param) - id of the module item to get attributes from
\n
object (not required param) - item or collection (Default).
\n
collectionVariable (not required param) - works the same way as in other modules.
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed.
\n
If specified empty string - do not render anything (suppress layout).
\n
If not specified at all - render default virtual layout.
\n
\n
\n
sortBy (not required param) - any module item properties - Default is Id.
\n
sortOrder (not required param) - ASC (Default) or DESC.
\n
\n \n
item context is described below. If object = collection (which is default) than this contains attributes property that holds the list of attributes ({{this.attributes}}):
\n
\n
ecommerceItemId (number) - itemId that was set in the component params
\n
attributes (list)
\n
Id (number)
\n
Name (string)
\n
AttributeType (string)
\n
ValueType (string)
\n
Required (boolean)
\n
AddToInventory (boolean)
\n
Options (list)
\n
Id (number)
\n
Name (string)
\n
Image (string)
\n
PriceValue (number)
\n
FormattedPrice (string)
\n
Currency (object)
\n
Code (string)
\n
Symbol (string)
\n
DigitalCode (string)
\n
Name (string)
\n
\n
Country (string) - country code
\n
\n
\n
\n
\n
\n \n
Default virtual layout can be seen/copied via FTP in ‘cms_assets’ folder.
\n
\n\n\n
\n
Backlog
\n
\n
\n
p8 Ecommerce: Module toolbox
\n
\n
\n
Add new toolbox items
\n
\n
eCommerce:
\n
Catalogs list (default module items list toolbox for catalogs)
\n
Products list (default module items list toolbox for products)
\n
Related products {% component type:\"related_items\" %}
RecipientName - use the data from gift voucher -> recipient record
\n
RecipientAddress - use the data from gift voucher -> recipient record (Email)
\n
PurchaserName - TBD - this will be the full name from the CRM record that is assigned to the order that contains gift voucher product that creates this gift voucher and triggers the system email. Leave empty if gift voucher was created manually.
\n
GiftVoucherCode - use the data from gift voucher -> Details record
\n
GiftVoucherAmount - use the data from gift voucher -> Details record
\n
GiftVoucherCurrency - object - use currency that is related with the gift voucher country
\n
code
\n
symbol
\n
digitalCode
\n
name
\n
\n
\n
Message - use the data from gift voucher -> recipient record
\n
SiteUrl - protocol and site domain. Use the same logic as in \"Secure Zone Login Details\"
\n
\n
EXAMPLE: {
\n
\"Message\": \"test test test\",
\n
\"SiteUrl\": \"https://vlad.z.treepl.co\",
\n
\"GiftVoucher\":
\n
{
\n
\"Name\": \"GV431795\",
\n
\"Amount\": 100.00000000,
\n
\"Balance\": 100.00000000,
\n
\"Type\": \"ViaShop\",
\n
\"Currency\": \"$\",
\n
\"Enabled\": true,
\n
\"RecipientName\": \"test@gmail.com\",
\n
\"RecipientEmail\": \"test@gmail.com\",
\n
\"RecipientMessage\": \"test test\",
\n
\"CreatedDateTime\": \"0001-01-01T00:00:00\",
\n
\"UpdatedDateTime\": \"0001-01-01T00:00:00\"
\n
},
\n
\"RecipientName\": \"test@gmail.com\",
\n
\"PurchaserName\": \"test2 test2\",
\n
\"PurchaserEmail\": \"test2@gmail.com\",
\n
\"GiftVoucherAmount\": 1100.00000000,
\n
\"GiftVoucherCode\": \"GV431795\",
\n
\"GiftVoucherCurrency\":
\n
{
\n
\"Code\": \"USD\",
\n
\"Symbol\": \"$\",
\n
\"DigitalCode\": \"840\",
\n
\"Name\": \"US Dollar\"
\n
}
\n
}
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce: Shipping options
\n
\n
\n
Ability to view list of Shipping options and perform create/edit and delete Shipping option operations.
use pairs of country and currency that are retrieved from
\n
list of currencies that are applied to all domains of the site
\n
list of countries that are applied to all domains of the site
\n
\n
\n
\n
Type (select). Options: (required)
\n
User Defined (default)
\n
\n
\n
Tax Code (select). Options:
\n
None (default)
\n
list of discount codes for the selected country
\n
\n
\n
\n \n
Settings tab:
\n
\n
Handling Charge (number) - (type float).
\n
Additional Per Item Handling Charge (number) - (type float).
\n
Weight Limitations
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Width Limitations
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Height Limitations
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Depth Limitations
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Order Price Limitations
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Show Shipping option to (select) - options:
\n
All (default)
\n
Consumer
\n
Wholesaler
\n
\n
\n
Limit Delivery to Following Countries (multi-select)
\n
use the same list of all countries
\n
\n
\n
Exclude Shipping if Purchasing from these Catalogs (multi-select)
\n
future list of catalogs. Leave empty for now.
\n
\n
\n
\n
\n\n\n
\n
Backlog
\n
\n
\n
eCommerce: JS oriented properties
\n
\n
\n
Liquid properties created for all price related objects to correctly output HTML markup to work with JS functionality.
\n \n
For example, where you might have an output for a products price value such as: {{this.price}}
\n
Output is just a value: 5.00
\n
But for the shop JS functionality data attributes are required for correct updating of prices, etc. So formatted objects are available, eg: {{this.priceHtml}}
Can sort grouped products ordering via drag-and-drop.
\n \n
Always show main product as first item in list.
\n \n
On change main product - set it's order position to first.
\n \n
When trying to add product to group - if it's already added to any other group - show popup: \"This item is already added to another group (\"[[name of the main item in the group]]\"). Are you sure you want to remove it from that group and add it here?\"
When clicking yes:
\n
\n
if the product was main in another group - apply main flag to the first ordered item left in the group
\n
if the group consist of 2 items - destroy that group since there is no need to exist a group with only one product
\n
\n
\n
\n
Backlog
\n
\n
\n
Module item Pricing tab upgrade
\n
\n
\n
Provide UI upgrade that allows to see what price is edited right now (highlight editing price line).
\n
When choosing another country/currency value - highlight the actual pricing record
\n
\n
\n
Backlog
\n
\n
\n
eCommerce: {% component type:\"related_items\" %}
\n
\n
\n
Add new component tag component type:\"related_items\":
moduleIdentifier (required param) - moduleName or moduleId.
\n
itemId (required param) - id of the module item that has relations
\n
object (not required param) - item|collection
\n
Default value is collection.
\n
\n
\n
collectionVariable (not required param) - works the same way as in type: module.
\n
layout (not required param) - path to FTP file that will contain layout content that need to be parsed.
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
\n
\n
\n
\n \n
Single tag item context is
\n
\n
the same as for type:\"module\".
\n
should have one additional property IsMainGroupItem (boolean) that has value taken from module item grouping tab
\n
Module items should be ordered by saved order from product Group Items tab.
\n
\n \n
Default virtual layout:
\n
<select> {% for item in this.items %} <option value=\"{{item.id}}\" {% if this.id = item.id %}selected=\"selected\"{% endif %}>{{item.name}}</option> {% endfor %} </select>
\n
\n\n\n
\n
Bug
\n
\n
\n
Advanced URL bug fix
\n
\n
\n
I created pages in the root directory but then needed to create 2 sub folders (en-gb & fi). I moved the files into the en-gb folder but they also show in the root directory?
\n
\n
Expected
\n
Items shown in \"moved to\" folder only
\n
\n
\n
Actual
\n
Items shown in \"moved to\" folder AND in previous folder at the same time
\n
\n
\n
\n
\n
\n
Bug
\n
\n
\n
Edit secure zone
\n
\n
\n
Fixed Internal error bug (http://prntscr.com/r295iq) then changing secure zone type from free to paid and clicking save.
\n
\n
\n
Bug
\n
\n
\n
Delete last product from shopping cart
\n
\n
\n
Now when deleting last product from the shopping cart – the page refresh state to Shopping Cart is empty automatically. No need to manually refresh the page
\n
\n
\n
Bug
\n
\n
\n
Change logic when choose another country on Shopping Cart
\n
\n
\n
When selecting another country the shipping options will no longer disappear (if no country limitation option applied to the particular shipping options).
\n
\n
\n
Bug
\n
\n
\n
Not correct calculated pre-order variations
\n
\n
\n \n
Create product
\n
Create attributes and generate variations
\n
Set in-stock values (10 for each variation)
\n
Go to product page and buy any product variation
\n
Go back to product variations page
\n \n
Expected:
\n
\n
In-stock 9, Pre-order 0 for bought product variation
\n
\n
Actual
\n
\n
In-stock 9, Pre-order 1 for bought product variation
Expected result: shipping option shows right after change quantity event was triggered http://prntscr.com/qyd2qp Actual – you need to refresh the page to see that shipping option
\n
\n
\n
\n
Bug
\n
\n
\n
Adding product with different attribute separately to cart
\n
\n
\n
\n
Add product with attribute options white, black
\n
Go to product and add it to cart with selected white option
\n
Click again add to cart but with selected black option
\n
Go to cart
\n
Expected: two order lines that represent two different variations of the same product http://prntscr.com/qyd4nf Actual: one order line that represents the product but with quantity 2
\n
\n
\n
\n
Bug
\n
\n
\n
Tax on shopping cart should change dynamically
\n
\n
\n
Output the tax on the shopping cart http://prntscr.com/qydqbo . It should be changed dynamically when applying new tax (user should not refreshing the page to see the applied taxes) http://prntscr.com/qydqv2
When product that has several prices is added to the cart – shopping cart shows incorrect price https://prnt.sc/qv4sqs
\n
\n
\n
Bug
\n
\n
\n
CRM Wholesaler
\n
\n
\n
CRM Wholesaler type doesn't change logged in users Liquid 'Type' value, nor does it change product pricing to wholesaler when logged in.
\n
\n
\n
Bug
\n
\n
\n
Canonical links in product
\n
\n
\n
Go to detail Product (product must be in several Catalogs) Open tab SEO and set canonical link http://prntscr.com/quyzkm absent name product AND when you change canonical link - must be preselected information - but now is empty http://prntscr.com/quz19h
Clearing the cart doesn’t restore instock value of the product. Expected: once clear cart action triggered – restore in-stock values for all product variations in the cart
\n
\n
\n
Bug
\n
\n
\n
Check 'Price' and 'PriceHtml'
\n
\n
\n
A Product has Liquid values 'Price' and 'PriceHtml', but these appear to be the same (eg: 18.0000). The 'priceHtml' should be the country/currency \"formatted price\"
When price is added it breaks the product detail page with this \"Liquid Error: Object reference not set to an instance of an object.\"\"
\n
\n
\n
Bug
\n
\n
\n
Error when delete product
\n
\n
\n
It seems that sometimes I am not able to add new products, when I press Save it gives me the classic \"You have unsaved changes. Leave the page?\" If I press OK I end up on the front page (Analytics)
\n
\n
\n
Bug
\n
\n
\n
Change this.name on detail product
\n
\n
\n
Small thing and since all will change the product detail page it doesn't matter that much. The name of the product is \"hardcoded\" to be \"Product 1\". Should be {{this.name}} ?
Ability to make documents such as PDFs and Word docs secure by assigning them to a secure zone. And/or the ability to assign a folder and all the documents in it to a secure zone so that no one can access or download the document unless they are logged into the secure …
To make module url to NOT HOLD that url to any module item. Right now module url occupies the url that is set on the settings page and no module item allowed to be created under the same url. Example: Module with url \"/my-custom-module\" should not occupy \"/my-custom-module\" URL. So user can create module item using slug \"my-custom-module\".
\n
user to choose empty (root) url for module so it's items will have urls that starts from domain without prefix slug (http://prntscr.com/ov1gjq)
\n
to set to any custom module a URL that is already used by any other module. But validate module items url to be UNIQUE between ALL global set of URL's of all module items.
\n
\n
\n
Item Full URL structure description due to points above:\n
Where: Black part is module URL. Description: Can contain several url slugs. Should not actually reserve URL. That's why:\n
\n
Can be the same as in any other module
\n
Can be the same as already used full URL of any item
\n
Can be empty
\n
\n
\n
Blue part is list of parent items slugs. Can contain several slugs. Slugs represent nested parent-child module item structure.
\n
Red part is module item slug
\n
\n
\n
\n
\n
\n
Beta
\n
\n
\n
Advanced URL Manager Part 1: Ability to assign multiple URLs for a single content item
\n
\n
\n
Allow to assign multiple parent module items to the single module item in order to get multiple URLs for an item.
\n
Module Settings
\n
Add new module setting
\n
\n
Advanced Settings -> Allow multiple parent items
\n
\n
If option of the child module is enabled - display Tab with the value of \"name\" setting of Parent (for child module item view) or Child (for parent module item view) module.
\n
Example:
\n
\n
Module ’Catalogs’ is parent to ’Products’
\n
If ’Products’ module has ”Allow multiple parent items” = true than ’product item’ page will contain ’Catalogs’ tab And ’catalog item’ page will contain ’Products’ tab
Original filter ‘replacefirst’, now added ‘replace_first’ Original filter ‘removefirst’, now added ‘remove_first’ to match Shopify documented syntax. Note: Original filters continue to work.
UPDATE TO EXISTING MULTIPLE URL MANAGER \n- Ability to assign multiple URL's for a single content item (by attaching mulitple parents items) \n- Ability to assign multi-slug for Custom Modules (for example: eng/my-module) \n- Ability to assign already taken slug for Custom Module (for example: /inventory - is a page or page folder. Custom Module inventory can also take /inventory …
Ability to verify domain with Amazon SES to use in \"From\" field in your email notifications. \nThis allows avoiding emails to be rejected or delivered as spam. …
Add Reset Password Page similar to login page (branded page). Fields:
\n
\n
Email
\n
\n
Add Restore Password Confirm Page similar to login page (branded page). Fields:
\n
\n
Password
\n
Confirm Password
\n
\n
On successful restore password confirmation, redirect to the login page.
\n
\n
\n
Backlog
\n
\n
\n
Single Sign-On integration with admin:
Invite user flow (invite/register)
\n
\n
\n
Redesign Add/edit admin user views:
\n
\n
remove add/edit user and set password pages
\n
Add new user button will call a popup
\n
\n
\n
name field
\n
email field
\n
choose role field
\n
role field
\n
\n
\n
Edit users also calls a popup:
\n
\n
\n
Name and email - displayed as a text.
\n
choose role field
\n
reset password button
\n
\n
\n
For all existing admin users – show re-invite button that needs to be clicked by a partner in order to trigger invite admin flow with password reset email sent to the admin user in order\n to allow them to set a password. All the admin users that have not passed this flow will not be able to login to the cms admin.
\n
\n
\n
\n
Backlog
\n
\n
\n
Single Sign-On integration with admin:
Invite Admin User system email
\n
\n
\n
Create new System email
\n
\n
Name
\n
\n
\n
Invite Admin User
\n
\n
\n
Content
\n
\n
\n
See Acceptance Criteria below
\n
\n
\n
Email liquid:
\n
\n
\n
{{this.siteURL}} should return Primary live domain or Default domain if site is trial
\n
{{this.invitePasswordSetUrl}} should be replaced with the invitation link
\n
{{this.isNewUser}} - Boolean. True is if an admin user has been created and false if just invited an existing one.
Show list of created \"Currency and Price format\" settings
\n
Use Default by default
\n
\n
\n
Setting \"Country\"
\n
\n
\n
Show list of countries (use list of countries that is used in the forms)
\n
Use United States by default
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Format rules for Format setting
\n
\n
\n
Display dates in the admin using default domain Format setting
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Save domain currency and number format settings to the order
\n
\n
\n
When creating an order - save currency and price format settings chosen for the domain purchase made from the order at\n the moment of purchase.
\n
So that if an admin changes the currency and price format settings for the domain, the order will still keep those settings that were at the\n moment of purchase
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Orders in admin list and detail view modification
\n
\n
\n
Use saved currency and format settings in orders in order to display prices in order list and detail view:
Use saved currency and format settings in orders in order to display prices in invoice email.
\n
Liquid changes:
\n
\n
{{this.order.items}}
\n
\n
\n
{{item.price}} - no changes
\n
{{item.TotalCost}} - no changes
\n
{{item.formattedPrice}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
{{item.formattedTotalCost}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
use currency that is saved in the order for the following properties:
\n
\n
\n
{{item.currency.code}} - use currency that is saved in the order
\n
{{item.currency.symbol}} - use currency that is saved in the order
\n
{{item.currency.digitalCode}} - use currency that is saved in the order
\n
{{item.currency.name}} - use currency that is saved in the order
\n
\n
\n
{{this.order.totalCost}} - no changes
\n
{{this.order.formattedTotalCost}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
use currency that is saved in the order for the following properties:
\n
\n
\n
{{this.order.currency.code}}
\n
{{this.order.currency.symbol}}
\n
{{this.order.currency.digitalCode}}
\n
{{this.order.currency.name}}
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Add liquid filter | domain_number_format
\n
\n
\n
Add new liquid filter:
\n
\n
Pattern:
\n
\n
\n
{{ numberVar | domain_number_format }}
\n
\n
\n
When applied -
\n
\n
\n
If variable is a number - should convert number to formatted string based on current domain Currency and format setting without\n currency related settings if liquid parsing works outside of domain scope, use default domain and its settings.
\n
otherwise - do not change the variable
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Add liquid filter | domain_money_format
\n
\n
\n
Add new liquid filter:
\n
\n
Pattern:
\n
\n
\n
{{ numberVar | domain_money_format }}
\n
\n
\n
When applied -
\n
\n
\n
If variable is a number - should convert number to formatted string based on current domain Currency and format setting including all\n currency related settings if liquid parsing works outside of domain scope - use default domain and its settings.
\n
otherwise- do not change the variable
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Tax
Ecommerce -> Taxes Page
\n
\n
\n
Ability to view list of taxes and perform create/edit and delete tax operations.
\n
Columns of the list view:
\n
\n
Name
\n
Tax Percentage Amount
\n
Country
\n
Actions
\n
\n
\n
Provide ability to pre-create taxes for countries:
\n
\n
USA
\n
\n
http://prntscr.com/ovgi09 - clicking on the button should create set of tax codes for\n selected country if system has preset of taxes for that country.
\n
\n
Create/edit form:
\n
\n
Country (select). Options:
\n
\n
\n
use the same list of countries that was used for Domains settings ->\"Country\"
\n
On adding new tax - preselect the country that is attached to the main domain by default
\n
\n
\n
Tax Code (string) (required)
\n
Tax Rate (number) - (type float) number of percent. Value should be between 0 and 100 including edges.
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Discount codes
Ecommerce -> Discount codes Page
\n
\n
\n
Ability to view list of discount codes and perform create/edit and delete discount code operations.
\n
\n
Columns of the list view:
\n
\n
Code
\n
Type
\n
Amount
\n
Release Date
\n
Expiry Date
\n
Enabled
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Code (string) (required)
\n
Description (string).
\n
Type (select).options:
\n
\n
\n
Fixed Amount (used by default)
\n
Percentage of Order
\n
Free Shipping
\n
\n
\n
Amount (number) - (type float) discount amount. Value may represent an actual amount or percentage of the order.
\n
Currency (select).options
\n
\n
\n
use list of currencies applied to all domains of the site
\n
\n
\n
Min Order Cost Limitation (number) - (type float).
\n
Expire after x redemptions (number) - (type int). Validate values to be int and greater or equal to 0.
\n
Catalogs (multi-select). Options:
\n
\n
\n
list of ecommerce catalogs module items.
\n
\n
\n
Release Date (datetime)
\n
Expiry Date (datetime)
\n
Enabled (bool) - checked by default
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Gift vouchers
Ecommerce -> Gift Vouchers Page
\n
\n
\n
Ability to view list of Gift Vouchers and perform create/edit and delete Gift Voucher operations.
\n
\n
Columns of the list view:
\n
\n
Name
\n
Amount (show values with 3 letter currency code)
\n
Balance (show values with 3 letter currency code)
\n
Recipient
\n
Enabled
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Details tab:
\n
\n
Currency (select) - options:
\n
\n
\n
use the same list of countries that were used for Domains settings -> Country
\n
\n
\n
Name (string) (required) - unique value
\n
Amount (number) - (type float). (required)
\n
Balance (number) - (type float).
\n
Type (select). Not selectable. Preselect value by default or based on initial value. Options:
\n
\n
\n
Manual (default)
\n
Via Shop
\n
\n
\n
Enabled (bool) - checked by default
\n
\n
Recipient tab:
\n
\n
Name (string) (required)
\n
Email (string) (required)
\n
Message (string) (required)
\n
\n
Buttons:
\n
\n
Email me - sends gift voucher system email to the current logged in admin user.
\n
Email Recipient - sends gift voucher system email to the recipient in the form above.
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Gift vouchers
Ecommerce -> Gift Vouchers System Email
\n
\n
\n
Add new system email
\n
\n
\n
Name
\n
\n
\n
Gift Voucher
\n
\n
\n
Content
\n
\n
\n
see acceptance criteria
\n
\n
Liquid scope (this):
\n
\n
RecipientName - use the data from gift voucher -> recipient record
\n
RecipientAddress - use the data from gift voucher -> recipient record (Email)
\n
PurchaserName - this will be the full name from the CRM record that is assigned to the order that contains gift voucher product that creates this gift voucher and\n triggers the system email. Leave empty if gift voucher was created manually.
\n
GiftVoucherCode - use the data from gift voucher -> Details record
\n
GiftVoucherAmount - use the data from gift voucher -> Details record
\n
GiftVoucherCurrency - object - use currency that is related with the gift voucher country
\n
\n
\n
code
\n
symbol
\n
digitalCode
\n
name
\n
\n
\n
Message - use the data from gift voucher -> recipient record
\n
SiteUrl - protocol and site domain. Use the same logic as in \"Secure Zone Login Details\"
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Shipping options
Ecommerce -> Shipping options Page
\n
\n
\n
Ability to view list of Shipping options and perform create/edit and delete Shipping options operations.
\n
\n
Columns of the list view:
\n
\n
Name
\n
Price (show values with 3 letter currency code)
\n
Currency/Country
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Details tab:
\n
\n
Name (string) (required)
\n
Price (number) - (type float). (required)
\n
Currency/Country (select) - options:
\n
\n
\n
use pairs of country and currency that are retrieved from
\n
\n
\n
list of currencies applied to all domains of the site
\n
list of countries applied to all domains of the site
\n
\n
\n
Type (select). Options: (required)
\n
\n
\n
User Defined (default)
\n
\n
\n
Tax Code (select). Options:
\n
\n
\n
None (default)
\n
list of discount codes for the selected country
\n
\n
Settings tab:
\n
\n
Handling Charge (number) - (type float).
\n
Additional Per Item Handling Charge (number) - (type float).
\n
Weight Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Width Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Height Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Depth Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Order Price Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Show Shipping option to (select) - options:
\n
\n
\n
All (default)
\n
Consumer
\n
Wholesaler
\n
\n
\n
Limit Delivery to Following Countries (multi-select)
\n
\n
\n
use the same list of all countries
\n
\n
\n
Exclude Shipping if Purchasing from these Catalogs (multi-select)
\n
\n
\n
future list of catalogs. Leave empty for now.
\n
\n
\n
\n
\n
Misc
\n
\n
\n
Image processor Fix
\n
\n
\n
Fix imageprocessor
\n
When:
\n
\n
upload image under the same name as one of the images in the folder via FTP or File Manager
\n
\n
\n
DO: remove all cached versions of the image.
\n
\n
\n
delete image from the folder via FTP or File Manager
\n
\n
\n
DO: remove all cached versions of the image.
\n
\n
\n
Load File Manager tab
\n
\n
\n
DO: load cached images instead of forced image resizing via URL random param (task for JS)
\n
\n
\n
\n
Misc
\n
\n
\n
Export functionality redo
\n
\n
\n
Modify export flow not to open in a new tab
\n
\n
\n
Bug
\n
\n
\n
Bug in file manager
\n
\n
\n
Bug in the new file manager when opening longer code by the tree-view in a bigger browser window.
\n
\n
\n
Bug
\n
\n
\n
Workflow doesn't work on Business Plan
\n
\n
\n \n
Go to client site, e.g. CLIENTSITE.com/admin/custom-workflow
\n
Workflow doesn't work
\n \n
\n
\n
Bug
\n
\n
\n
BUG: Liquid ‘capitalize’ filter
\n
\n
\n
Treepl’s implementation of the Liquid capitalize filter actually does Title Case instead of the documented Capitalize function:
Both case changes are handy though, so since Title Case is obviously possible I’d ask that a new custom Liquid filter be created called “titlecase” which does what the currently\n implemented capitalize filter does, then fix the current capitalize filter to work as per the Liquid docs.
Single Account Identity Provider (SSO) via systemaccess.co for: \n- FTP + Treepl admin + Treepl portal \n- FTP + General Admin user \n- Ability to send an invite to an already created admin user \n- Ability for an admin user to have access to multiple treepl sites (on multiple DC's) with single …
When starting from a Blank site, the default code inserted for the Content Template includes a restrictive <title> element:\n\n<!DOCTYPE html>\n<html>\n<head>\n<title>{ this['name'] }</title>\n</head>\n<body>\n{ pageContent }\n</body>\n</html>\n\nI'd suggest removing the <title> element altogether since the system now handles document titles automatically and in accordance with the Name or Meta Title …
Integration of changes in our pricing plans that were announced several weeks ago \nChanges will be applied to all existing and new sites. \nPro+ plan renamed to eCommerce \neCommerce features available in eCommerce plan only \nAdvanced module settings for system modules available in eCommerce plan only \nPayable events, items, forms available starting Pro plan (used to be an extension), together with Payment gateways \nCustomizable columns …
General
v 4.7 Release date: 21 Aug. 2019
Full Release Notes
\n
\n
Bug
\n
\n
\n
Site Information incorrect “Value” column
\n
\n
\n
The Value column in the Site Information Module, shows the Field Type, instead of the Field Value.
\n
\n
\n
Bug
\n
\n
\n
Boolean value is ON instead of TRUE
\n
\n
\n
A boolean form field now returns string “true” or “false” instead of “on” (changes made in liquid formSubmissionData object and on CRM -> form submission ->\n submission detail page). http://prntscr.com/ovp5e4
\n
\n
\n
Bug
\n
\n
\n
{{counter}} tag issue with ‘New Liquid Engine’
\n
\n
\n
Counter tag in list layouts when ‘New Liquid Engine’ beta feature is enabled now renders as intended.
\n
\n
\n
Beta
\n
\n
\n
Custom Columns In List View
\n
\n
\n
Customizable columns for module items view.
\n
Allows customized columns on custom and system modules list and tree views.
\n
\n
Create new module settings page for editing columns settings. Showing preview of columns and ability to change their order position via drag and drop.
\n
\n
If there are too many columns on the view - show horizontal scroll. When drag column to the right or left edge of the view - trigger auto scroll functionality in order to provide the ability to move\n that column out of visible columns area.
\n
\n
Ability to go to add, edit and delete columns. Add/Edit view consists of the following settings:
\n
\n
Title - input field - name that will be viewed as column title.
\n
Property - selector of system and custom properties of the module.
\n
Column Width -input field - number of pixels that determines the column width.
\n
Mobile Column Width -input field - number of pixels the determines the column width in mobile view.
\n
Hide on mobile - checkbox
\n
\n
The ‘Actions’ column will always be present and will be the last column in the view.
Merge columns of two modules by their names. Merging should take equal named columns and all unique child module columns (basically columns of tree view are ALWAYS child module table columns). Unique\n Parent module columns should be skipped. For each parent module item on tree view show empty cell is column attached to child module only.
\n
\n
Example: Module 1 has Property 1, Property 2 and Name Module 2 has Property 1, Property 3 and Name
Module 1 is parent module to Module 2
Columns selected for Module 1 is Property\n 1, Property 2 and Name Columns selected for Module 2 is Property 1, Property 3 and Name
Result view on tree view of both modules: Module\n 1 or Module 2
| Name | Property 1| Property 3 \n | |----------------------|-------------------|------------------| | Module 1 item | some value 1 |\n | | Module 2 item | some value 2 | some value 3 |
\n
\n
Pagination Changes:
\n
1) Display current page number as input with number value between prev and next buttons http://prntscr.com/o70umf.
\n
On change - show page that is entered in the input.
\n
2) Duplicate pagination to the top of the table.
\n
\n
Lowest plan allowed is ”Pro+”
\n
\n
Add feature to the Admin User Roles: “Can Edit Module Items Columns Settings”
This component does not render any layout. If no collectionVariable specified - just skip the component processing.
\n
\n
Added to Component Toolbox:
\n
1) Add new toolbox group:
\n
\"Liquid Data\"
\n
\n
\"File System\"
\n
\n
provides ability to build component type:\"api\", resource:\"File System\"
\n
\n
2) For folder selection use folder picker:
\n
\n
clicking on folder in picker modifies component code
\n
clicking on icon next to folder modifies code and copies it to clipboard
\n
\n
\n
Lowest plan allowed is “Pro”
\n
\n
Add feature to the Admin User Roles:
\n
Liquid Data
\n
\n
File System
\n
\n
\n
\n
Backlog
\n
\n
\n
Analytics dashboard settings
\n
\n
\n
Remove condition that requires ’TrackingID’ for displaying analytics dashboard page.
\n
Only ‘ViewId’ is required (This change allows you to add Google js snippet yourself using desired custom options but still having an ability to see analytics in the dashboard)
parentItemId (not required param) - id of the module parent group to retrieve tagged items from
\n
object (not required param) - item|collection (default is collection)
\n
limit (not required param) - max number of tags to be rendered (default value is ALL)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
\n
sortBy (not required param): - Name (default) - ItemsCount
Example, using the following\n component tag with ‘parentItemId’: {% component type:\"module_tag_list\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 -\n is ID of the Blog \"My Blog\" URL output is: /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ItemTags=My%20Tag
Example, using the following component tag with no\n ‘parentItemId’: {% component type:\"module_tag_list\", module:\"Blog Post\" %} URL output is: ?prop_ModuleId=1534&prop_ItemTags=My%20Tag
\n
ItemsCount - number of module items tagged by this tag
parentItemId (not required param) - id of the module parent group to retrieve categorized items from
\n
object (not required param) - item|collection (default is collection)
\n
limit (not required param) - max number of tags to be rendered (default value is ALL)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
\n
sortBy (not required param): - Name (default) - ItemsCount
Example,\n using the following component tag with ‘parentItemId’: {% component type:\"module_category_list\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 -\n is ID of the Blog \"My Blog\" URL output is: /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ItemCategories=My%20Tag
Example, using the following component tag with no\n ‘parentItemId’: {% component type:\"module_category_list\", module:\"Blog Post\" %} URL output is: ?prop_ModuleId=1534&prop_ItemCategories=My%20Tag
\n
ItemsCount - number of module items categorized by this category
parentItemId (not required param) - id of the module parent group to retrieve categorized items from
\n
object (not required param) - item|collection (default is collection)
\n
numberOfMonth (not required param) - max number of months into the past to be rendered (default value is Eternity)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
Example,\n with parentItemID: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 - is ID of the\n Blog \"My Blog\" URL (for period of 2018): /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ReleaseDate_Min=2018-01-01&prop_ReleaseDate_Max=2018-12-31
Example, without\n parentItemID: {% component type:\"module_archive\", module:\"Blog Post\" %} URL (for period of 2018): ?prop_ModuleId=1534&prop_ReleaseDate_Min=2018-01-01&prop_ReleaseDate_Max=2018-12-31
\n
ItemsCount - number of module items in the year
\n
Months (array) - Name - month (Example: August) - Url Pattern: [[parentItemUrl]]?prop_ModuleId=[[moduleId]]&prop_ParentId=[[parentItemId]]&prop_ReleaseDate_Min=[[periodStartDate]]&prop_ReleaseDate_Max=[[periodEndDate]] Example,\n with parentItemId: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 - is ID of the\n Blog \"My Blog\" URL (for period of August ): /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ReleaseDate_Min=2018-08-01&prop_ReleaseDate_Max=2018-08-31
Example, without\n parentItemId: {% component type:\"module_archive\", module:\"Blog Post\" %} URL (for period of August ): ?prop_ModuleId=1534&prop_ReleaseDate_Min=2018-08-01&prop_ReleaseDate_Max=2018-08-31
- ItemsCount - number of module items in the month
Component type module extended by param that allows using FULL search capabilities WITHOUT actual search via GET params (search form). Realization is described below:
\n
\n
1) Extend component type module with new param:
\n
\n
searchScope: \"\"
\n
\n
2) Parse content of search scope as JSON. If any exception occured while parsing - ignore this param.
\n
3) Use retrieved object just like GET parameters from a search.
Priorities when several params and/or search via GET params occured:
\n
filterBy, FilterValue pair < searchScope < GET params if searching THIS module
\n
\n
Example:
\n
Both options described below should show the same result
Give the user the ability to setup how list view is shown in the different modules/pages etc. to match the need of the user.\n \n \nSee an example in this …
This, for example, could allow us to build gallery apps from a directory of images, list downloadable files from organised in directories, and other file system related functions.\nSimilar to BCs File System API here:\n
Design: http://prntscr.com/onhp35 \nAdded and improved functionality: \n1.\tTooltips with full file names in the sidebar: http://prntscr.com/onhv20 \n2.\tSeparate scroll for main and tree-view section: http://prntscr.com/onhyz7 \n3.\tEdit file (edit and quick edit): http://prntscr.com/njyf77 \n4.\tDownload of files and folders: http://prntscr.com/onhw3p \n5.\tRight click menu: http://prntscr.com/oe4vex \n6.\tFiles in tree view and ability to manage them: http://prntscr.com/onhu7e \n7.\tAbility to duplicate files and folders: http://prntscr.com/onhwhm \n8.\tAbility to rename files and folders: http://prntscr.com/onhwot …
File Manager
v 4.5 Release date: 10 Jul. 2019
Full Release Notes
\n
Beta
\n
\n
\n
Features moved out of Beta
\n
\n
\n
These features work consistently now and have been implemented into the CMS:
\n
\n
Advanced Search
\n
Date Time Management
\n
\n \n
NOTE: Any feature flag will go through this flow:
\n
\n
Round #1 (sprint release) – released in beta features (disabled by default so it won’t crash anything on the live sites. Partners are able to see if it operates properly on those sites and report\n any issues for us to fix. Partner is able to turn off the feature himself instantly.
\n
Round #2 (1 or 2 sprints after round #1) – feature flag goes to internal section and set to true (checked). Partners are not able to uncheck it but can send a support ticket in case of some issues and we will\n disable it from our end and fix it
\n
Round #3 (1 or 2 sprints after round #2) – feature flag will be deleted. Old logic will be removed from the code. The result is that feature adopts the new behavior on a permanent basis.
\n
\n \n
\n
\n
Beta
\n
\n
\n
New Liquid engine &nICE v2.0
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New Liquid engine & nICE 2.0
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+ nICE v2.0:
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The ability to use style options like bold, italic, colors, etc in nICE editor interface.
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New styles interface is available for all content except for module item properties that don’t have a field type of ‘multiline’ or ‘WYSIWYG’ (ie: date/time fields, single line string fields, etc).
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NOTE: This feature requires valid HTML for proper nICE 2.0 operation in edit mode.
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+ New Liquid engine:
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IMPORTANT: After enabling this feature, please check all site's custom liquid and JS implementations. In cases where you might output the collection variables as JSON (like ajax search result) the new Liquid engine renders\n the JSON object with camelCased property names. Example:
Also, if you are using the {{params}} variable make sure you are using it via {{this.params}}. The names of the custom params will also be in camelCase http://prntscr.com/oh82n5\n
If the user created/changed the name of the category/subcategory and clicks anywhere but not on this button: http://prntscr.com/nodg1b changes should not be\n saved.
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+ Ability to create/edit categories using the new interface when within a module item
If user wants to create/edit category tree by clicking here: http://prntscr.com/npvq9l\n the flow is the same as on the settings page.
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If user wants to assign the category to the module there should be the dropdown: http://prntscr.com/npvqod where the level number will be indicated with\n (----).
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+ Default Parent category setting
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For modules where you have access to its properties (\"Edit Module\">\"Item Properties\">\"Default Properties\") There will be the ability to specify the parent category to be used when\n creating/editing module items.
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The default selection is the Root category level (value -1). if set to any category, than only the subcategories of the set category will be available to the module items (in both the Category field and the pop-out side panel as a\n tree of categories when clicking ‘Add new category button’.
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+ Change import/export format for categories.
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Old format example:
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Cat 1,Cat 2,SubCat 1
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New format example:
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/Cat 1;/Cat 2;/Cat 2/SubCat 1;
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Change method type from \"Get\" to \"Post\"
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+ Change logic for category filtration:
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if filterBy is ‘itemCategories’
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Read filterValue as fullName
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find category by fullName
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find items by ItemCategoryIdList property of the module using retrieved category id.
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if searching by ItemCategory - apply same logic as for filterBy
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+ Addition of new component tag of type \"categories\"
<option value=\"[[itemContext.fullName]]\">[[\"----\" x (itemContext.level-1)]][[itemContext.name]]</option>
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Liquid output example (of “myvar”):
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{
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\"items\": [
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{
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\"NestingLevel\": 2,
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\"FullName\": \"Cat 2/SubCat 1\",
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\"Id\": 112,
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\"Name\": \"----SubCat 1\"
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},{
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\"NestingLevel\": 2,
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\"FullName\": \"Cat 2/SubCat 2\",
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\"Id\": 113,
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\"Name\": \"----SubCat 2\"
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}
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]
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}
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NOTES: On generation of ‘search module form’ modification shown in ACCEPTANCE CRITERIA - see further below.
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Replicate the same to ‘create module form’
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Replicate the same to ‘edit module form’
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+ Component Toolbox shows category tree
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In the toolbox (for custom module, blogs, events, etc) when selecting filterBy ‘itemCategories’ - display options as flat tree in filterValue field in the format described below:
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<option> label: \"Category\" or \"---- Sub Category\" or \"-------- Sub Sub Category\" depending on the level of the category (the deepest level has the most \"----\" prefix in front of\n the category name).
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<option> value: \"/category/sub category\"
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Backlog
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New Email Accounts
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Add Email accounts tab on live site edit page (in portal.treepl.co)
Check if live site domain exists in Treepl’s Open SRS account.
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If exist – show email CRUD layout
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If not – try create domain in the Open SRC account
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On success - show email CRUD layout
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On fail – show error popup message and try again button.
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Email CRUD layout provides ability to:
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Create email
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Create domain alias
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Create email alias
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View list of email accounts and domain aliases
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Shows storage of the particular email account
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Delete email accounts
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Delete domain alias
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Delete email alias
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Reset email password
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Backlog
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Contacts Import/Export flow
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Import/Export flow.
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Fields: all contact fields:
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Id (ignore on import)
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First Name
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Last Name
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Email
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Address
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City
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State
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ZipCode
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Country
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Site
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Phone
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Status
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Notes
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Date Created
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Date Updated (ignore on import)
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Secure Zone
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Secure Zone Expiration Date Example: http://prntscr.com/o1wy67 if there is no date in Secure Zone Expiration Date but there is secure zone name in Secure Zone field: - on create CRM contact; set 9999-Dec-31 - on edit CRM contact; do not edit existing expiration date
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Notes:
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Only ‘Secure Zone’ and ’Secure Zone Expiration Date’ cells will be imported for those additional secure zone rows added under a contact’s record (with no email address present). All other cells will\n be ignored in these rows.
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Backlog
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Admin Roles - Import Contacts
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Extend restrictions list for admin roles. New option under ‘Contacts’:
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Can Import Contacts
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If ’Can Import Contacts’ = false - disallow importing Contacts action for Admins with such roles.
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Existing configured roles have this disabled by default.
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Backlog
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Multiple Workflows enabled on Business plan
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Unlock Workflow notification Create / Read / Update / Delete operations for Business plan to enable multiple workflow capability. Now restricted only to having different Workflow Emails for those notification.
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(Multiple Workflow Emails remain only on Pro/Pro+ plans)
Useful for selectively re-indexing specific modules only or to resolve possible issues with specific module search.
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Bug
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Force disabling from search engines for all trial sites
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Force addition of <meta name=\"robots\" content=\"noindex, nofollow\"> meta tag (regardless of page property \"Disable from search engines\") for any page request under subdomain of *.treepl.co or\n *.trialsite.co
Fixed the issue that reindex process wasn’t indexing the items that where located in “folder/group” items (like posts in blogs or pages under some page folders).
Ability to create new email accounts for every hosted/activated site from Treepl Portal. Currently, you can request email accounts to be created by emailing to …
Ability to create and easilty manage global multi-level categories. \nCurrently available as one of the \"Beta Features\" and needs to be enabled manually on every Treepl …
In Custom Modules, when the SEO Priority default is set (under step 2. Item Properties), it is visually applied in admin view for all existing and new items but doesn’t actually apply to the item (not reflected in sitemap or in Liquid data).
If not set to the datetime field - use 00:00:00 as default time.
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Backlog
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Event calendar redo for date time
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Modify calendar JS to use time part of the event start and event end date instead of relying\n on forcing 00:00:00 to the start date and 23:59:59 to the end date.
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Backlog
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Liquid output for displaying timezone
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Add new property to request object:
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\"timezone\" :
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{
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\"label\" : \"string\",
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\"offset\" : int
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}
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Where label is a string value of the timezone name and offset is\n the difference in hours between UTC and current timezone
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Example Output: \"timezone\" : {
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\"label\" : \"(UTC-06:00) Central Time (US & Canada)\",
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\"offset\" : -6
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}
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Example Liquid Usage:
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{{request.timezone.offset}}
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Would give value: -6
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Backlog
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Duplicating of existing module
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Duplicate module with:
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settings
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default properties
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custom properties
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layouts
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Allow selecting new name and url when clicking duplicate button.
Plan restriction for duplicate Custom Module: Pro+
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Backlog
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WYSIWYG and ACE editor for form autoresponder with switcher
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Add WYSIWYG and ACE editor options to the Form -> Settings ->\n Autoresponder body.
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System Flow:
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When user saves Settings - last selected editor should be saved as well.
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When user comes to the form setting page - last chosen editor should be applied to the Body field.
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If no editor was saved for the Form setting section - ACE editor should be chosen by default.
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Chosen editor should be saved to the particular form, not for all forms in general.
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When user clicks save the whole Settings section:
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If WYSIWYG editor chosen AND previously was chosen ACE - show confirm message: Switching to WYSIWYG may corrupt some of your data. Confirm? - if clicked OK - continue saving process. - if clicked cancel - reject saving process.
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Bug
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(HOTFIX) Calendar toolbox builder - default options depended in Advanced Search flag
(HOTFIX) Calendar for Advanced search feature flag beta param
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Modify calendar js and include file to use beta feature flag param.
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Set param to 1 if Advanced search feature flag is on.
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Bug
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(HOTFIX) Add Image Bug (not adding actual uploaded image path)
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When adding an image to an image field using the image manager it would add an incorrect image reference.
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Bug
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URL Redirect - when using .html
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Fix URL redirect to recognize such url’s (\"/myurl.html\" and \"/myurl\") as different urls.
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The fix allows creating redirect like
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\"/myurl.html\" => \"/myurl\"
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Bug
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BUGS: User-Submitted Custom Module Items
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BUG 1: Not sure that user-submitted CM items are honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. (I’m\n testing with a Sydney timezone set) Release date is always different. Expiry is different when the date is set in the Create Item form, but not when ‘number of days till expiry’ is used or when left as\n default/no date set.
BUG 2: User-submitted items do not honour the expiry date ‘number of days’ value set in the modules default properties.
BUG 3: Expiry date fields are generated\n in the Create/Update Item forms even if expiry date is disabled from the CM default properties. (although they are removed if turned off from the Settings > Site User Permissions - but I’d think it should work the\n same in both cases?)
BUG 4: Expiration Date input in the Create/Update Item forms is added as a type=“text” input - suggest changing to a type=“date” (as per custom properties dateTime\n fields)\"
Release *time* for blog posts, custom module items, pages etc. So instead of just a release date, also have the ability to choose a specific time the content is …
The ability to duplicate existing custom module. Extended feature could be the ability to export settings/layouts etc. for Custom Module and import it in to another site. \nAvailable in Pro+ …
BUG 1: \nNot sure that user-submitted CM items are honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. \n(I’m testing with a Sydney timezone set) \nRelease date is always different. \nExpiry is different when the date is set in the Create Item form, but not …
Performed CMS code optimization that slightly increase working speed of site pages (up to 15%).
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Backlog
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Liquid Context Rendering
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New liquid object of {{LiquidContext}} to output all the available liquid for the current layout.
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eg:
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{% assign myCustomVar = \"some value\" %}
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{{liquidContext}}
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OUTPUT:
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{
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\"this\" :
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{
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\"Name\": \"value\",
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\"Description\": \"value\"
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...
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},
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\"request\" :
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{
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\"request_url\": {...},
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\"currentmember\": {...}
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...
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},
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\"myCustomVar\" : \"some value\"
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}
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Backlog
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URL Redirects Import/Export
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Ability to Import/Export URL redirects using an .xlsx file.
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Backlog
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Global Variables (Site Information) Builder
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The ability to have a \"Site Setting\" App, where it is possible to add settings for the client that one could then feed and use throughout the entire site. It could be things like logo, phone,\n email, address etc.
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With the ability to have the option of setting the liquid names/aliases so the tags are customisable. So instead of having for example something like {{siteInformation.companyContacts.webAddress}} one could specify an alias like {{si.cc.web}}
User is not able to save the form with two chosen options.
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If both options are present in the form the Expiry Date field will have priority.
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Backlog
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Secure Zone Expiration Settings
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Create a new option on the Secure Zone Page:
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Expiration option\n
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\n Not specified (could be set from the form); \n this option is selected by default. If selected - allow applying date chosen on the form. If no value sent with the form - apply 31-Dec-9999.\n
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Custom date;\n
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\n if selected shows additional field type date. \n Apply to the form submission regardless of the Secure Zone Expiration field selected on the form.\n
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Number of Days.\n
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if selected shows additional number field. \n Apply to the form submission regardless of the Secure Zone Expiration field selected on the form.\n
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Backlog
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Add .kml, .kmz extension to allowed extension list
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Add allowed file extensions:
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.kml (application/vnd.google-earth.kml+xml)
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.kmz (application/vnd.google-earth.kmz)
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Backlog
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Categorized rendering of events in the calendar.
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Now using the component toolbox you can generate the calendar include widget that will render calendar of events by category.
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Backlog
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Import/Export of the detail layout
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Now you can specify detail layout id in import and export file for module items.
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Backlog
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Data Center displaying in the portal.
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Fixed the displaying of the data center in the partner portal. Partner should be able to see the actual information of which data center the\n website is located.
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Backlog
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Module lists in Admin to list by release date
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Item lists in admin where release date is relevant now can be sorted by the release date column header.
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Beta
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Advanced search feature
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Advanced search added to beta.
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This feature uses new module index that allows retrieving searched module items in module search faster.
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Current feature impacts:
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Module Search load speed will be highly increased.
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Filter by Event fields (such as start date end date price etc) will be highly increased.
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Filter by url will be highly increased.
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Added/edited module items via admin, frontent form or import functionality will be added to the index instantly (note – item may not be added to the index if reindex function is in process).
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Events on the calendar will be loaded faster.
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ATTENTION: all features under beta will be released one or two sprints after their released sprint. Some of them may change the logic already implemented (by way of improvement). So check if these features impact your site before the full feature release.
When updating a custom module item on page 20 for example it jumps back to page 1. Which is frustrating if wanting to update multiple items on page 20.
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Bug
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Suspend Site text truncated
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Descriptive text for Site Suspension options is truncated.
The ability to have a \"Site Setting\" App, where it is possible to add settings for the client that one could then feed and use throughout the entire site.\nIt could be things like logo, phone, email, address etc.\n
\nWith the ability to have the option of setting the liquid names/aliases so the tags are customisable.\nSo instead of having for example something …
\nAbility to import URL redirects using a .csv file. Including PDF’s, media items, images, urls ending with a forward slash “/” and unusual urls that include special characters like &, =, $ or .aspx, .php etc.\nAbility to create wildcard …
Ability for partners to block the admin access and pause the websites for clients which are not paying.
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If a partner chooses the soft option:
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There’ll be a banner placed on the home page where the explanation of the issue can be described. The visitor of the website can confirm it and the banner will disappear. Then the visitor can continue browsing the\n website;
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Clients can't access the admin dashboard using their credentials and will get the message with the issue
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If a partner chooses the hard option:
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The website is blocked and will not display. Every page will display the block-page with the description of the issue.
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Clients can't access the admin dashboard using their credentials and get the message with the issue
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Backlog
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Ability to add multiple domain names to a website and point to different landing pages.
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If the home page isn't set at all, there should be a customisable system page displayed.
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‘Settings’ > ‘System Pages’ > “missing-home-page”
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Ability for the user to set up the default pages in the Domains list section via the admin dashboard.
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If the page option is not set for any domain the default page should be used.
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If the default page option is not set on the default page, there should be \"Not Set\" status.
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If the visitor enters on the custom domain of the current website;
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If the page for the domain is set the system displays the page as the landing page;
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If the page for the domain is not set the system shows the page of the default domain;
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If the page is not set on the default domain the system shows the system page.
{{ “now” | date_utc }} converts a date to UTC (assuming that the date is always given in the site’s timezone)
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date_add
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myDate - filter input should be a date time object or a string convertible to a date time object
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amount - an integer number or a string convertible to an integer number representing the amount of date or time units to add (if positive) or to subtract (if negative) from the input date time object
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datePart - a string representing the date or time parts to be added or subtracted. The allowed values are:
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\"year\"
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\"month\"
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\"day\"
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\"hour\"
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\"minute\"
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\"second\"
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\"millisecond\"
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E.g. using either one of the variables below:
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and
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3016-06-15 12:30:30Z will output 3016-06-15T12:30:30
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2016-09-15 12:30:30Z will output 2016-09-15T12:30:30
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2016-06-30 12:30:30Z will output 2016-06-30T12:30:30
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2016-06-16 08:30:30Z will output 2016-06-16T08:30:30
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2016-06-15 11:50:30Z will output 2016-06-15T11:50:30
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2016-06-15 13:00:30Z will output 2016-06-15T13:00:30
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2015-06-16T08:30:29.900 will output 2015-06-16T08:30:29.900
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If one of the parameters is of an incompatible type or value, the filter will not alter the input.
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Backlog
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Contact assignment to the Secure Zone.
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Admin able to set/edit the expiry date of the secure zone for a contact
If any of the forms have a secure zone, but the expiry date for it isn't specified, the default expiry date should be 31-Dec-9999.
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Backlog
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System Page if the access to the Secure Zone is expired.
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If the expiry date of the contacts secure zone subscription is bigger than the set expiry date, the system should show the system page (403). The user should not be able to enter the secure zone by any means until the expiry date\n is less smaller than the current one.
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Backlog
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Change SEO Title To Meta Title In Liquid Properties
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{{this[‘MetaTitle’]}} Added and renders the same value as {{this[‘SEOTitle’]}}
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Backlog
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Timezone for form submissions
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The form submission times in the CRM now showing time in site timezone.
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Backlog
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Customise the “Create New” item name in modules
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Admin is able to add the name for the \"Create New\" button on the \"treeView\" for modules:
Any url redirect that is added to the system with .html as the source url won’t redirect.
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Another usability issue is that when you make a change to a url and go ‘back’ it takes you back to the first page of results every time and not just back to the page you were up to. It also defaults back to 20 results\n instead of 50.
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Bug
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Import/Export - doesn't react to Disable for site search
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Go to Galleries/Slider
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Create slider
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Export this item
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In file add one item and change Disable for site search to True and save
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Import this file
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New item doesn’t have checked checkbox for Disable from site search
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Bug
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Change Timezone - event in calendar displays one day back
Custom Module and Event pagination no display results
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When using Custom Module or Events search module with pagination, the paged views don’t show any items.
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Bug
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New Image manager not recognizing .jpg images
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Image manager in WYSIWYG editor not displaying .jpg images in the file system and so cannot be selected.
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Bug
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New Image manager - breadcrumbs don't work correctly
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Image manager in WYSIWYG editor not displaying breadcrumb/folder location correctly if reopening the image manager for a second time.
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Bug
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Create item from front end - change type
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Expiration Date input in the Create/Update Item forms is added as a type=“text” input - suggest changing to a type=“date” (as per custom properties dateTime fields)
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Bug
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Business plan - disable advanced settings
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Sites on Business plan had Advanced Settings enabled for Custom Modules when they should be disabled.
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Bug
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Set at Home and nICE
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Page with ‘Set as Home Page’ enabled will revert to disabled if saved via nICE editor.
User-submitted Custom Module items are not honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. Initial response Release date\n is always different. Expiry is different when the date is set in the Create Item form, but not when ‘number of days till expiry’ is used or when left as default/no date set.
On item submission item is created with system default expiry date + expiry days - but should be calculated from today’s date http://prntscr.com/nfqq1b
- Ability to download file from File Manager \n- Ability to download folder from File Manager (as a seperate zip file) \n- Ability to duplicate file and/or folder in File Manager \n- Files and folders to render in alphabetical …
Secure Zone Subscription:\n Settings for recurring subscription
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Enable Paid Access control:
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fields for paid Membership subscription:\n\n
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Membership Fees Amount (Price)
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Membership Renewal Rate (Recurring period)\n\n
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Monthly
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Yearly
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\n
\n
If Paid Access is selected, hide expiration date settings and show fields for Membership subscription and vice versa
\n
on saving settings with changed recurring period - validate that there is no secure zone subscriptions in the system that used different, previous subscription period. If found - show error message.
Add Cancel subscription button near secure zones that have one. Once clicked - trigger Cancel Membership subscription flow
\n
On successful canceling - remove all canceling links related to this subscription
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Recurring Payment flow on form with secure zone submit
\n
\n
\n\n
Once form is submitted
\n\n
\n
Check if form has event subscriptions\n\n
\n
if yes continue GENERAL Event payment FLOW
\n
if no Check if form has attached secure zones\n\n
\n
if yes\n\n
\n
take formData.amount and assert it with SUM(sz.membershipPrice) for each secureZone => sz
\n
if equals - proceed subscription
\n
if no - show validation error message
\n
\n
\n
if no - continue GENERAL FLOW
\n
\n
\n
\n
\n
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Cancel Membership subscription flow
\n
\n
\n\n
Once Cancel Membership subscription flow triggered:
\n\n
\n
check if subscription contains several secure zones\n\n
\n
if found several - show attention popup and ability to continue or cancel
\n
if not found - show Are you sure default popup, similar to the one that’s shown on delete flow.
\n
\n
\n
if user chooses to proceed further - cancel subscription in stripe and remove cancel subscription link.
\n
Show successful canceling message
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Form saving changes to assigned secure zones
\n
\n
\n\n\n\n
On saving Form settings with changed secure zones list - validate that all secure zones have the same recurring period or have no recurring at all. If found different recurring period - show error message
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Sell membership form selector in toolbox
Secure Zone Subscription:\n Already subscribed membership price change
\n
\n
\n\n
Behavior for saving secure zone membership settings if there are already existing subscriptions in the system.
\n\n
1) On disable membership or setting membership price lower than before - show popup:\n “You can't set price for membership lower than before since you have active subscriptions”\n [Cancel all memberships and save changes] [Cancel]
\n\n\n\n
2) On setting membership price higher than before - show popup:
\n\n
“You have active subscriptions for this membership in the system.\n Should it be canceled?”\n [Leave all memberships and save changes] [Cancel all memberships and save changes] [Cancel]
module item list and tree view load speed in admin
\n
pages load speed
\n
\n
\n
\n
Misc
\n
\n
\n
\"module_category_list\" component improvements
\n
\n
\n
Modifications:
\n
\n
Modify component type:\"module_category_list\" to set twice URL encoded category fullName to URL
\n
this will allow to find categories that contain special characters (comma) in their names
\n
On filtering or searching - apply twice URL decode functionality to category fullName in order to correctly split them by comma and not break categories that contain commas in their names.
\n
Modify component type:\"categories\" to set to option values URL encoded category fullNames
\n
Add two fields to Single category item context if Advanced multi-level categories flag is enabled:
\n
Id
\n
FullName
\n
\n
\n
\n
\n
\n
Beta
\n
\n
\n
Advanced multi-level categories update
\n
\n
\n
Force enable flag “Advanced multi-level categories”
\n \n
NOTE: This feature flag activation may need a manual site index rebuild from the admin. If any module item lists on frontend used filtering by category – they may show nothing until index is rebuilt.
\n
\n
\n
Bug
\n
\n
\n
Advanced URL manager fixes
\n
\n
\n
Core bugs that previously broke saving and duplication of module items when Advanced URL Manager was enabled has been fixed.
\n
\n
\n
Bug
\n
\n
\n
Corrupted images in file manager
\n
\n
\n
When replacing image in file manager, image becomes corrupted
Filter by tag doesn't work - in collection (patch will force rebuild index process)
\n
\n
\n
Bug
\n
\n
\n
Site Search
\n
\n
\n
Site search shows \"Liquid Error: Object reference not set to an instance of an object\"
\n
v 4.1 Release date: 17 Apr. 2019
Full Release Notes
\n
\n
Backlog
\n
\n
\n
Code View In Custom Module WYSIWYG
\n
\n
\n
For Custom Modules, the ability to switch to “Code View” in custom WYSIWYG fields.
\n
\n
\n
Backlog
\n
\n
\n
Menu Layouts and layoutGroups management
\n
\n
\n
Add Menu layouts and layoutGroups management to the admin similar to other module layouts.
\n \n
1) User should be able to create new layoutGroups
\n
Creating layoutGroup should create folder in \"/Content/MenuLayouts/[menuAlias]/[layoutGroupName]\" and create there 3 files with default content.
\n
2) User should not be able to delete Default layoutGroup.
\n
3) User should be able to edit any layout inside layout group.
\n
4) Creating new menu should create \"/Content/MenuLayouts/[menuAlias]/Default\" folder\n and insert default layout there instead of the previous location \"/_MenuLayouts/[menuAlias]\".
\n
\n
\n
Backlog
\n
\n
\n
Menu LayoutGroups FTP changes
\n
\n
\n
FTP changes (for app start if _MenuLayouts\" folder exist):
\n \n
1) Copy \"_MenuLayouts\" folder from ftp root to \"Content\" folder.
2) Inside each menu alias named folder in \"/Content/MenuLayouts/\" folder\n - create Default folder. Move layout files from the \"/Content/MenuLayouts/[menuAlias]\" to \"/Content/MenuLayouts/[[menuAlias]]/Default\" folder.
\n
3) Go through every layout \"*.layout\" file inside each \"/Content/MenuLayouts/[[menuAlias]]/[[layoutGroup]]\" folders and change the include string part like this:
Ability to change custom module custom property data types.
\n \n
Add alert message when type change will cause irreversible data changes:
\n
WARNING: changing field type will cause data loss. Do you wish to proceed anyway?
\n \n
Transformations are based on rules described in the documentation for Custom Modules.
\n
\n
\n
Backlog
\n
\n
\n
Edit & Re-shuffle Tags In Modules
\n
\n
\n
Add ability to edit \"Tags\" in modules.
\n
Add ability to reorder tags.
\n
\n
\n
Backlog
\n
\n
\n
Image manager in wysiwyg
\n
\n
\n
Ability to access the file manager for image placement within WYSIWYG tools.
\n
\n\n
\n
Beta
\n
\n
\n
Import/Export feature improvement
\n
\n
\n
Extended version of import/export file.
\n
Add “disable from site search” property to the import/export file
\n \n
Beta feature: Activate by checking the ‘Advanced Module Import/Export’ flag in the Beta area.
\n
\n\n
\n
Bug
\n
\n
\n
Release date issue on module items
\n
\n
\n
When creating custom module item - its release date saved with incorrect hours.
\n
When click save again - date is changed again until release date is changed to +1 day.
\n \n
Expected:
\n
Release and expiry date should be saved with time 00:00:00 in the site's timezone. Time part of the submitted datetime should be fully\n ignored - just force 00:00:00 in the site's timezone
\n \n
Resaving should not change the time.
\n
\n
\n
Bug
\n
\n
\n
“site.webmanifest” Files Not Supported
\n
\n
\n
\"site.webmanifest\" files are not accessible via their URLs and are therefore not usable by browsers and other applications.
\n \n
Expected:
\n
When adding site.webmanifest file with content to ftp root.
\n
Go to /site.webmanifest url.
\n
Access file's content.
\n \n
Actual:
\n
HTTP ERROR 404
\n
\n
\n
Bug
\n
\n
\n
Login to admin - can't access first few times
\n
\n
\n
Issue with admin login not allowing access and returning to the login screen several times before finally allowing access.
\n
\n
\n
Bug
\n
\n
\n
Site Search With Multiple Keywords
\n
\n
\n
Site search using more than one word as the search term is not returning any results, even with site reindexed.
\n
\n
\n
Bug
\n
\n
\n
Link Manager Changes the Link text
\n
\n
\n
When using the Link Manager in the WYSIWYG editor for linking to a page, the Link Manager will overwrite the text selected as link with the name of the page.
\n
Example:
\n \n
\"This is my LINK\"
\n \n
Then select \"LINK\" and go to the Link Manager and choose \"Page\" and\n then choose a page called \"Test\".
\n \n
Your link will now show: \"This is my Test\" instead of still showing:\n This is my LINK\"
Ability to edit and shuffle “Tags” in modules. Right now, you can only add. So, if you make a mistake, misspell, etc, you need to delete the tag and re-add it again.\n \nAlso, would be nice to have the ability to re-shuffle tags (i.e. order of …
Items imported into Treepl using Templates do not always need to be found by Site Search.
By default, all imported Items are found by Site Search.
In Use Cases where Items should not be searchable it is necessary to edit every Item after it is imported and check the Disable From Site Search check box.
A number of partners have encountered this issue, …
Site search using more than one word as the search term is not returning any results, even with site reindexed. \nTested on both a live site and a trial …
When using the Link Manager in the WYSIWYG editor for linking to a page, the Link Manager will overwrite the text selected as link with the name of the page. \n
\nExample: \n
\n\"This is my LINK\"\n
\nThen mark \"LINK\" and go to the Link Manager and press \"Page\" and then choose a page called \"Test\".\n
\nWhen you return, your link will say: \"This is …
The ability to have a “cookie” set to remember when you click the toggle to collapse container? This way when you go back it is still set as collapsed? Or somewhere in a General Settings area where you can have it set to Auto Collapse (like a Global Setting).
Also the ability to apply this to the ‘Items Per Page’ pop-up …
If Content template created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for\n file name (name of the template remains the same).
\n\n
Extend Content template with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create template
\n
delete file -> delete template
\n
update file -> update template's content
\n
rename file -> rename content template
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Snippets through FTP
\n
\n
\n\n
Add ability to manage Snippets via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/Snippets
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Snippet created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the Snippet remains the same).
\n\n
Extend Snippets with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Snippet
\n
delete file -> delete Snippet
\n
update file -> update Snippet's content
\n
rename file -> rename Snippet (alias remain the same)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Email templates through FTP
\n
\n
\n\n
Add ability to manage Email Template via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/EmailTemplates
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Email template created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the template remains the same).
\n\n
Extend Email template with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create template
\n
delete file -> delete template
\n
update file -> update template's content
\n
rename file -> rename Email template
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Module Layouts through FTP
\n
\n
\n\n
Add ability to manage Module Layouts via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/ModuleLayouts/
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Module Layout created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the Module Layout remains the same).
\n\n
Extend Module Layouts with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Module Layout (as list layout)
\n
delete file -> delete Module Layout
\n
update file -> update Module Layout's content
\n
rename file -> rename Module Layout
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Forms through FTP
\n
\n
\n\n
Add ability to manage Forms via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/Forms
\n\n\n\n
File to check schema:
\n\n
\n.html\n\n\n\n\n\n
If Form created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for\n file name (name of the Form remains the same).
\n\n
Extend Forms with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Form
\n
delete file -> delete Form
\n
update file -> update Form's content
\n
rename file -> rename Form (alias remain the same)
\n
All above vice versa
\n
\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing System Pages through FTP
\n
\n
\n\n
Add ability to manage System Pages via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/SystemPages
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If System Pages created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the System Page remains the same).
\n\n
Extend System Pages with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> No Action (disallowed action for this type of item)
\n
delete file -> No Action (disallowed action for this type of item)
\n
update file -> update System Page's content (create file if it was deleted by ftp)
\n
rename file -> No Action (disallowed action for this type of item)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing System Emails through FTP
\n
\n
\n\n
Add ability to manage System Emails via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/SystemEmails
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If System Email created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the System Email remains the same).
\n\n
Extend System Emails with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> No Action (disallowed action for this type of item)
\n
delete file -> No Action (disallowed action for this type of item)
\n
update file -> update System Email's content (create file if it was deleted by ftp)
\n
rename file -> No Action (disallowed action for this type of item)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Workflow Emails through FTP
\n
\n
\n\n
Add ability to manage Workflow Emails via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/WorkflowEmails
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Workflow Email created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the Workflow Email remains the same).
\n\n
Extend Workflow Emails with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Workflow Email
\n
delete file -> delete Workflow Email
\n
update file -> update Workflow Email 's content
\n
rename file -> rename Workflow Email (alias remain the same)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Beta Feature flags
\n
\n
\n\n
Ability to enable/disable some beta features before they become default.
Extend cookie life time after log in to secure zone from 30 min to 24hrs
\n
\n
\n\n
Backlog
\n
\n
\n\n
Admin URL management improvement
\n
\n
\n\n
\n
Remove # from url routes in admin
\n
On login - redirect user to previous page (if user was redirected to login by the app).
\n
If user goes via old urls with # - redirect him to the correct new styled URL
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Liquid engine refactoring (ALPHA)
\n
\n
\n\n
Refined and optimized Liquid Parsing process.\n Feature is in ALPHA state for now and under internal feature flag.\n Feature is disabled by default but we can manually enable it upon request for any of your trial sites if you wish to play with it.\n \n Benefits of the feature:
\n\n
\n
Parsing process now goes starting from template instead of page content.
\n
Liquid parsing speed is slightly increased.
\n
\n\n\n\n
Feature is incompatible with nICE for now (compatibility is under development).
\n
\n
\n\n
Bug
\n
\n
\n\n
Allow ‘Amount’ payment when Event Price is 0
\n
\n
\n\n
When
\n\n
\n
Event Has Price field set to 0
\n
Form Has AcceptPayment field ON
\n
Form Has AcceptEventSubscription field ON
\n
Form submission data has Amount > 0
\n
\n\n
Than - proceed payment the same way as it does for event by event.price BUT use FormSubmissionData.Amount as Price
FTP access to Pages, Menus, Content Templates, Snippets, Web forms (!), Blogs + Blog Posts, Events and Event Groups, Banners (Ad rotators), Galleries/Sliders (Photo Galleries), Authors, FAQ's, Custom Modules, Workflow Emails, System Emails, Email Templates and System …
FTP
v 3.3 Release date: 27 Feb. 2019
Full Release Notes
\n\n
Backlog
\n
\n
\n\n
Documentation link in the admin
\n
\n
\n\n
Documentation link in the admin should be viewed only for partners:
Include the ‘Set as Home Page’ data within the {{this}} object so we have it available in Liquid.
\n\n
It can be helpful to know for setting certain conditions in the template; just some examples:\n \n · Show a hero slider above content when on home page\n · Do not show a global subscription pop-up/modal window when on home page
Ability to grab direct link to CRM form submission entry from either the 'formsubmission' or workflow collections to place in workflow email.\n This is so that one can direct a workflow recipient straight to the Form submission in the admin console. Something like
\n
\n\n
\n
{{this.formSubmissionData.crmContactLink}}
\n
{{this.formSubmissionData.crmFormSubmissionLink}}
\n
{{this.formSubmissionData.crmEventBookingLink}}
\n
\n\n
\n
Add link to CRM contact from within the Form Submissions in the Admin: http://prntscr.com/mmlfnn (email address goes to CRM record, not a mailto: their email address)
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Internal Custom Module Search
\n
\n
\n\n
The ability to search all items in Module List even with “Disable from Site Search” checked.
\n\n
“Disable from Site Search\" should only be for the front end site only, and not internally.
\n\n
Looks like you lose search functionality within the custom module list when it is checked.
Global setting for enable/disable text wrapping on a new line
\n
\n
\n\n
Add a global setting that will enable/disable text wrapping on a new line in the ace editor.
\n\n
'Settings' > 'Misc'
\n
\n
\n\n
Backlog
\n
\n
\n\n
Keyboard shortcut to save content in ACE and WYSIWYG editors
\n
\n
\n\n
Apply CTRL+S/Command+S Shortcut Keys to save content when in ACE and WYSIWYG editors
\n
\n
\n\n
Backlog
\n
\n
\n\n
Reindex site - checkstatus and disallow reindex when indexing in progress
\n
\n
\n\n
Apply loader and disabling of reindex site button in order to prevent multiple reindex process trigering. Button should be disabled even after page reloading.
\n\n
Once reindex is finished - remove the loader and activate reindex button.
google analytics code should not be output if no tracking id is set in the analytics settings.
\n
\n
\n
\n\n
Bug
\n
\n
\n\n
OpenGraph Properties in Liquid not accessible
\n
\n
\n\n
`{{this.opengraphproperties}}` renders the sub-properties as JSON ok, but couldn't access those sub-properties directly, ie: `{{this.opengraphproperties.title}}`.
Sometimes when you want to create a new page on a site you don't want to use a template - perhaps for a differently style landing page or some other random page. Currently the system pulls in the default template. Can we have a page option that allows 'Don't use a …
The ability to search all items in Module List even with “Disable from Site Search” checked. “Disable from Site Search\" should only be for the front end site only, and not internally. Looks like you lose search functionality within the custom module list when it is checked.\n
Ability to grab direct link to CRM form submission entry from the either the formsubmission or workflow collections to place in workflow email. \nThis is so that one can direct a workflow recipient straight to the Form submission in the admin console. something like {% raw -%} {{ this.formSubmissionData.crm_link }} {% endraw -%} …
Include the ‘Set as Home Page’ data within the {% raw -%}{{this}}{% endraw -%} object so we have it available in Liquid.\n \nIt can be helpful to know for setting certain conditions in the template; just some examples:\n
\n· Show a hero slider above content when on home page \n· Do not show a global subscription pop-up/modal window when on home …
Liquid
v 3.2 Release date: 12 Feb. 2019
Full Release Notes
\n
Backlog
\n
\n
\n
Custom module items: Inheriting default settings on import/create from frontend
\n
\n
\n
Use custom module settings on events below.
\n
-> Settings -> 'Secure Zones'
\n
\n
Select Secure Zones
\n
\n
-> Item Properties -> 'Default Properties'
\n
\n
Default Template
\n
Disable All Items From Site Search
\n
\n
Therefore, new imported items will inherit Custom Module setting. So if you have \"Disable from Site Search\" checked - all new imported items will have \"Disable from Site Search\" checked (already existing items will not be affected).
\n\n
System flow:
\n
\n
Import Process:
\n
IF items are new (create process):
\n
If item template column is not specified: Set item template to \"Default Template\" setting of the module
\n
Set Items' \"Disable All Items From Site Search\" property using value of the \"Disable All Items From Site Search\" setting of the module
\n
Assign Items to Secure Zones that are Selected in the \"Secure Zones\" setting of the module http://prntscr.com/mgctf9
\n
\n
\n
If Update Process
\n
process remains the same as it is right now
\n
\n
\n
\n
\n
Create module item from frontend (public create item API):
\n
Set item template to \"Default Template\" setting of the module
\n
Set Item's \"Disable All Items From Site Search\" property using value of the \"Disable All Items From Site Search\" setting of the module
\n
Assign Items to Secure Zones that are Selected in the \"Secure Zones\" setting of the module http://prntscr.com/mgctf9
\n
\n
\n
\n
\n
\n
Backlog
\n
\n
\n
Datetime oriented by site Timezone
\n
\n
\n
On site creation process, save selected timezone to the site.
\n
On the site use saved timezone for all date based variables.
Increase restore_password/activate_account token lifetime from 30 min to 24h (allowed secure zone users not respond longer on restore password emails. Especially make sense if restore password was triggered manually by the admin)
\n
\n
\n
Backlog
\n
\n
\n
File creation during copy page bugfix
\n
\n
\n
Fixed issue caused during copying of a page: page file was not created.
\n
\n
\n
Backlog
\n
\n
\n
Add search form to Component Manager + search by trpEvents fields
Provide same iterface as for the Custom Module search form (except for selecting module since Event is the only module available for the section)
\n
Generated search form should contain Event specific fields and be able to search by them:
\n
\n
prop_Price_Min (text input)
\n
prop_Price_Max (text input)
\n
prop_EventStartDate_Min (text input)
\n
prop_EventStartDate_Max (text input)
\n
prop_EventEndDate_Min (text input)
\n
prop_EventEndDate_Max (text input)
\n
prop_AllowMultipleSubscriptionPerEmail (checkbox)
\n
prop_HideWhenFull (checkbox)
\n
prop_Capacity_Min (text input)
\n
prop_Capacity_Max (text input)
\n
prop_Allocation_Min (text input)
\n
prop_Allocation_Max (text input)
\n
\n
\n
\n
Backlog
\n
\n
\n
Implement Emmet In The ACE Editor
\n
\n
\n
Emmet is a system that allows coders to write shorthand and have it expanded when you push the tab key. It can save a lot of typing when writing web pages. Eg. you type 'p' and then press 'tab' and you get:
\n\n\n\n
, or you type 'div.wrapper' and 'tab' you get:
\n\n\n\n
You can even do more advanced things like creating multiple instances with nested objects.
\n
Here is an code playground of Emmet implemented in Ace (Go ahead and type p +tab on an empty line or ul>(li.item>a)*5 plus tab. ) https://ace.c9.io/demo/emmet.html\n
Emmet is a system that allows coder to write shorthand and have it expanded when you push the tab key. It can save a lot of typing when writing web pages. Eg. you type p the tab and you get <p></p>, or you type div.wrapper and tab you get <div class=\"wrapper\"></div> You can even do more advanced things like creating …
Admin Panel
v 3.1 Release date: 29 Jan. 2019
Full Release Notes
\n\n
Backlog
\n
\n
\n\n
Event Groups and Events (CRUD)
\n
\n
\n\n
Create two nested system modules (Event Group and Event) similar to the blog structure (Blog and Blog Post).
\n\n
Event Group module created in order to help grouping events rather than keeping them all in one single list. Although, you're still able to view events in one list. For this reason List View was set as default layout (with ability to switch to Tree View http://prntscr.com/mf70zr\n Unlike the blog and blog posts - events are allowed to be created in the root level of Event Groups and events (Blog post can’t be created in the root level only in the blog for example).
\n\n\n\n
Event module has event specific fields:
\n\n
\n
Date From
\n
Date To
\n
Capacity: (number)
\n
Hide when full: (boolean)
\n
Price : (number)
\n
Allow multiple subscription per one email: (boolean)
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Booking Subscriptions created by an Event Form submission
\n
\n
\n\n
If formData.eventId is not null - trigger eventSubscription flow:
\n\n
\n
Set allocations from formData.allocations. If value is empty or \"<1\" then set allocations=1
\n
Validate Event Subscription (separate task created with the description)
\n
If event has price not null and \">0\" then trigger event payment flow\n\n
\n
if payment is succeed
\n\n
\n
use standard form's redirect/output flow
\n
\n
Otherwise show payment error message from the payment flow
\n
\n
\n
Otherwise - create event booking record from formData info and use standard form's redirect/output flow
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Form -> Event subscription validation
\n
\n
\n\n
Event Subscription Validation:
\n\n
\n
Check event exists by formData.eventId:\n\n
\n
if not found, alert: Event with such id does not exist
\n
\n
\n
Check event is still available:\n\n
\n
not disabled
\n
Current Date is between EventDateStart and EventDateEnd (if EventDateEnd is empty - use EventDateStart with time 23:59:59)
\n
Current Date is between ReleaseDate and ExpiryDate (same way as used now in custom modules), alert: The event you are subscribing for is not available
\n
\n
\n
Check capacity and allocation requested. Messages:\n\n
\n
if capatity = current event allocation, alert: The event is full
\n
elseif capatity < (currentEventAllocation + formData.allocation), alert: The event hasn't enough seats. Only [[capatity-currentEventAllocation]] seats left.
\n
\n
\n
Check Allow multiple subscription per one email\n\n
\n
If Allow multiple subscription per one email option is false and formData.email is already subscribed to the event, alert: You already subscribed to this event
\n
\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Events
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Booking Subscription
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Orders section
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
Component box -> Events
\n
\n
\n\n
\n
List of Events and Event Groups (same as for module items but with such fields as capacity, price etc)
\n
Event Subscription Form\n\n
\n
List of Events to choose from. Default option is \"For detail layout\" which gives the form a value as {{this['id']}}. Example:\n {% component type: \"form\", alias: \"[[formAlias]]\", eventId: \"{{this['id']}}\" %}
\n
list of forms (that has acceptEventSubscription field enabled).
\n
Once user selects form and an event item, show code for copying, example: {% component type: \"form\", alias: \"payment_form\", eventId: 1939 %}
\n
\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Settings -> Payment Settings
\n
\n
\n\n
Payments Gateways Section (also added to Permissions and Menu integration)
\n\n
Gateway (select) options:
\n\n
\n
Stripe
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Payments Gateway - Section [Stripe]
\n
\n
\n\n
\n Stripe Settings:
\n\n
\n
Key (required) (string)
\n
Currency (string) (Default USD)
\n
Image (string) (with upload widget like http://prntscr.com/mbx4v0\n Tooltip: A relative or absolute URL pointing to a square image of your brand or product.\n The recommended minimum size is 128x128px.The supported image types are: .gif, .jpeg, and .png
If form has “Accept Event Subscription” field selected – you can specify event you want to subscribe for by id in component tag:\n {% component type: \"form\", alias: \" [[formAlias]]\", eventId: \"1939\" %}
\n\n\n\n\n
\n
Accept Payment, generates the below code inside the element:\n\n
If form has “Accept Payment” field selected – you can specify price in component tag:\n {% component type: \"form\", alias: \"[[formAlias]]\", price: \"20\" %}
\n\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Add file payment.js and main.css to /cms-assets directory
\n
\n
\n\n
Create/Update files:
\n\n
\n
/cms-assets/js/payment.js\n (for payment flow in general and stripe flow in particular)
\n
/cms-assets/css/main.css\n (minified version of the default styles)
\n
\n\n
NOTE:
\n\n
All files in /cms-assets folder could be overridden by treepl team via sprint updates. So don’t make any changes in those files. If you want to change something that is affected by those files – add them to your own files or remove default scripts and styles from desired pages.
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Payment Form Processing Logic
\n
\n
\n\n
Payment flow
\n\n\n
If Form Payment type:\n\n
\n
Event:\n\n
\n
Get event.price
\n
get totalAmount = event.price * allocations
\n
\n
\n
General:\n\n
\n
get totalAmount = formData.Amount
\n
\n
\n
\n
\n
Payment process:\n\n
\n
If formData.paymentType == 'stripe'\n\n
\n
Get token from formData.paymentData
\n
Verify totalAmount with token
\n
If success - end flow
\n
else - show message: Payment is failed: [[error message from stripe]]
\n
\n
\n
\n
\n\n
\n
\n\n
Backlog
\n
\n
\n\n
System Email -> Invoice
\n
\n
\n\n
Create new System Email that should be sent on successful payment
\n\n\n\n
{{this.order}} liquid object contains
\n\n
\n
{{this.order.id}}
\n
{{this.order.MemberEmail}}
\n
{{this.order.MemberId}}
\n
{{this.order.MemberLink}} (link to admin to CRM -> Order -> particular order)
\n
{{this.order.Link}}
\n
{{this.order.items}} collection of objects. Object ({% for item in this.order.items %}):\n\n
\n
{{item.entityid}}
\n
{{item.entityType}} (Event, Form)
\n
{{item.name}}
\n
{{item.price}} (totalCost/quantity)
\n
{{item.quantity}}
\n
{{item.totalCost}}
\n
{{item.currency.code}}
\n
{{item.currency.symbol}}
\n
{{item.currency.digitalCode}}
\n
{{item.currency.name}}
\n
\n\n
\n
{{this.order.Status}}
\n
{{this.order.PaymentType}}
\n
{{this.order.TotalCost}}
\n
{{this.order.currency.code}}
\n
{{this.order.currency.symbol}}
\n
{{this.order.currency.digitalCode}}
\n
{{this.order.currency.name}}
\n
{{this.order.TransactionID}}
\n
{{this.order.CreatedDateTime}}
\n
{{this.order.UpdatedDateTime}}
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Submission Process -> Custom Invoice behavior
\n
\n
\n\n
On form submission process:
\n\n
\n
If payment\n\n
\n
Check for name=\"customInvoiceId\" field.\n\n
\n
If found Email by that id - use that content for invoice
\n
If not found or name=\"customInvoiceId\" is null - send default System Email -> invoice
Upgrade liquid filters to the latest version of the liquid library
\n
\n
\n\n
This fixed some issues like:
\n\n
\n
Divided_by will no longer be integer division.\n {{3 | divided_by : 2}} will be 1.5 instead of 1 as it was before
\n
Sort filter now can sort simple arrays (not only array of objects by object’s field as it was before)\n {% assign arr = \"c,d,a,b\" | split: \",\"| sort | join: \",\" %}\n {{arr}}\n now returns a,b,c,d\n
Ability to create sites on Canada (Central) data center. Existing live and trial sites of Treepl Partners from Canada will be transferred by our admins upon …
Suggestion for {{request.request_data.is_mobile}} to become {{request.request_data.device_class}} with the output being 'mobile|tablet|desktop|...' as this will provide greater flexibility and future scalability as more device types could be added in over time. eg: 'tv|watch|glasses|car|spaceship|...'.\nMuch like in BC we have {{globals.visitor.deviceClass}} giving us 'desktop|tablet|phone'.\n
The {{request.request_data.is_mobile}} just gives us a 'true|false' to whether it's mobile or not.\nI feel that the BC way is more …
Liquid
v 2.4 Release date: 25 Dec. 2018
Full Release Notes
\n\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Email Campaigns
\n
\n
\n
Added 4 tabs for email campaign:
\n \n
Settings\n \n
Name (100characters)
\n
Mailing List
\n
Schedule Delivery\n \n
One time Campaign
\n
Schedule delivery
\n \n
\n \n
\n
Email info\n \n
From Name(100 characters)
\n
FromEmail(100 characters)
\n
Subject(150 characters)
\n
Preview Text(150 characters)
\n \n
\n
Content
\n
Preview(with ability to send test email)
\n \n \n
Campaign can be changed between statuses: \n Draft -> Sent (One time Campaign sent) \n Draft -> Scheduled (Campaign scheduled) \n Scheduled -> Draft (Campaign unscheduled) \n Scheduled -> Sent (Schedule delivery Campaign sent) \n
\n
Saving ability works only in Draft state. \n Sent state doesn't allow any saving or unscheduling options.
\n
Scheduled state allows unscheduling of the campaign (on preview tab).
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Send Email Campaign
\n
\n
\n
Provided ability to send campaign
\n
\n
Instantly (if Settings - Schedule Delivery - One time Campaign setting selected and send button is triggered)
\n
On specific time scheduled in campaign settings (if Settings - Schedule Delivery -Schedule deliver settings are set and send button is triggered)
\n
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Send Test Email Campaign
\n
\n
\n
Provided ability to send test campaign to the specific email addresses
\n
\n
\n
Backlog
\n
\n
\n
Email Marketing -> Campaign -> Toolbox for email content
\n
\n
\n
Provided a toolbox with tags for email campaign content
\n
\n
\n
Backlog
\n
\n
\n
Partner Portal: Disable Save button after start creating site process
\n
\n
\n
Save button now disables when site creating process is triggered
\n
\n
\n
Backlog
\n
\n
\n
Liquid consistancy in emails
\n
\n
\n \n
Body,Subject, FromEmail, FromName should be parsed by liquid:\n \n
Forms -> Autoresponder
\n
Forms -> Workflow Emails
\n
Custom module item created from frontend -> Autoresponder
\n
Custom module item created from frontend-> Workflow Emails
\n \n
\n
Context that passed for rendering Body should be also passed to email template:\n \n
Forms -> Autoresponder
\n
Forms -> Workflow Emails
\n
Custom module item created from frontend -> Autoresponder
\n
Custom module item created from frontend-> Workflow Emails
\n \n
\n \n\n
\n
\n
Backlog
\n
\n
\n
Partner Portal: Support Ticket Form
\n
\n
\n
Created menu items \"Support\" that leads to the page with the form. On submit – if you are logged into codeproduction.co – your ticked will be created. If you are not\n logged in – you will be redirected to the login form. After successful submit of the login form – ticked will be created.
\n
\n
\n
Bug
\n
\n
\n
Sitemap is outputting disabled items
\n
\n
\n
Sitemap will not add “disabled” module items. \n Module items classified as “Disabled” are:
\n
\n
Enable checkbox is false
\n
Release date is greater than current date
\n
Expiry date is less than current date
\n
\n
\n
\n
Bug
\n
\n
\n
Clicking on the same particular custom module in menu bug
\n
\n
\n
When in a Custom Module showing list items, and you click on the same Custom module menu again, it doen't go to a blank screen any more -http://prntscr.com/lunwel
\n
\n
\n
Bug
\n
\n
\n
Over 4000 characters in form data crashes form submit
\n
\n
\n
Fixed form submit error when submitting over 4000 characters (in sum between all form fields).
\n
\n
\n
Bug
\n
\n
\n
Filtering by tags and categories doesn't work
\n
\n
\n
Fixed filtering by tags and categories via module search form. Previously result were: \n Liquid Error: Invalid cast from 'System.String' to 'System.Collections.Generic.IEnumerable`1
\n
\n
\n
Bug
\n
\n
\n
nICE duplicates $ symbol in the content
\n
\n
\n
If content contains \"$1\" or single \"$\" - after save dollar symbol doesn't duplicate multiple times.
Ability to create, update, delete and send Email marketing campaigns from Treepl CMS …
Marketing
v 2.3 Release date: 11 Dec. 2018
Full Release Notes
\n
Bug
\n
\n
\n
Double forward slash in URL when adding an item
\n
\n
\n
Fixed double forward slash appending to the preview URL when creating new page/module item: http://prntscr.com/lue4cl
\n
\n
\n
Bug
\n
\n
\n
{{FormSubmissionData}} in autoresponders when creating a new item is not consistent
\n
\n
\n
Submission data in autoresponders when creating new item now works correctly:
\n
\n
<pre>{{formSubmissionData}}</pre> - works case insensitive.
\n
{{this.formSubmissionData}} - woking with or without the 'this' object.
\n
{{this.formSubmissionData}} and {{this.member}} are now accessible in Email template for autoresponder when creating new module item.
\n
Fixed empty object being returned if module had no custom properties, so system properties still accessible for general formSubmissionData object.
\n
\n \n
\n
\n
Bug
\n
\n
\n
Custom Modules Search by categories, tags and checklists doesn't work properly.
\n
\n
\n
Search by multiple categories, tags or checklist property values now works correctly and no longer results in a Liquid Error: Invalid cast from 'System.String' to 'System.String[]'
\n
\n
\n
Bug
\n
\n
\n
Opening custom module items in new tab goes to admin dashboard.
\n
\n
\n
Opening custom module items in new tab now works as expected rather than redirecting to the admin dashboard.
\n
\n
\n
Bug
\n
\n
\n
Canonical link empty causing liquid error.
\n
\n
\n
Fixed page crash if canonicalLink is empty (http://prntscr.com/lqz9vv) causing Liquid Error: This operation is not supported for a relative URI.
\n
Now no <link rel=\"canonical\"> tag displayed on the page if value of the canonicalLink property is empty or not a valid URL.
\n
\n
\n
Bug
\n
\n
\n
Can't add www. to domain in 'SEO' -> 'Primary Domain'
\n
\n
\n
This field for setting the primary site domain now allows any subdomain to be entered, including www.
\n \n
\n
\n
Bug
\n
\n
\n
Disabled page renders blank document.
\n
\n
\n
When attempting to load a disabled page a completely blank document was rendered. Now system renders a 404 page.
\n
\n
\n
Bug
\n
\n
\n
Date comparison via module components not working.
\n
\n
\n
Date fields can now be filtered in {% component type: \"module\" ... %} via 'filterBy' and 'filterValue' attributes, including:
\n
\n
Release data
\n
Expiry date
\n
Any date custom field
\n
\n
If 'filterBy' is set to a date type field:
\n
\n
System will try parsing 'filterValue' as date.
\n
If value is a date then compare it to the item’s date value (EXCLUDING the time component of the date value). Comparison rule is only “equals” to, so it's looking for an exact match.
\n
If system can't parse 'filterValue' then filtering is ignored.
\n
\n
\n
\n
Bug
\n
\n
\n
Nice editor - $[number] text bug
\n
\n
\n
Texts that contain $ sign and a number next to it (eg: $2) no longer brakes text after saving.
\n
\n
\n
Bug
\n
\n
\n
Item without a detail layout shows completely blank document.
\n
\n
\n
404 page is now displayed when an item’s detail layout has type “List” (or no layouts with type \"Detail\" are present or the default \"Detail\" layout has been saved as a \"List\" type).
\n \n
\n \n
\n
Bug
\n
\n
\n
Bug with rendering SEO Title.
\n
\n
\n
SEO/meta title now renders by the system under the following conditions:
\n
\n
If <head> section already has <title> tag, than the system will not do anything, allowing custom title tag to display based on your own logic.
\n
If <head> section of the page has no <title> tag than the system will add it populate the value firstly with the SEO title value or secondly using the item's name (if SEO title value is empty).
\n
\n
\n
\n
Bug
\n
\n
\n
Item URL preview not updating correctly.
\n
\n
\n
Item’s preview URL (shown under item’s URL field) is now displaying correctly when creating a new item and when editing existing and updating it's parent folder (resulting in URL change).
\n
\n
\n
Backlog
\n
\n
\n
Alternative Domain For Trial Sites
\n
\n
\n
Added ability to choose an alternative domain for new trial sites (trialsite.co) rather than the current \"treepl.co\" domain.
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration.
\n
\n
\n
Added new section: 'Email marketing' > 'API provider'.
\n
This allows you to setup Mailchimp API credentials (API key) that are required for integrated email marketing functions.
\n
API key can be retrieved on this page from the mailchimp account https://us19.admin.mailchimp.com/account/api/ (us19 in the url is datacenter that can be different for your account, so may need to replace this with your account’s datacenter)
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Mailing Lists
\n
\n
\n
Added new section 'Email Marketing' > 'Mailing Lists'.
\n
Section provides the ability to perform Create, Read, Update and Delete actions (CRUD operations).
\n
When a Mailing List is added, updated or deleted – it will be automatically added, updated or deleted in the linked mailchimp account (using API credentials in 'Email Marketing' > 'API Provider').
\n
Currently one way push from Treepl CMS to Mailchimp (two way sync will come later).
\n
\n
\n
Backlog
\n
\n
\n
Mailing Lists subscriptions in Forms.
\n
\n
\n
In 'Content' > 'Forms':
\n \n
Added system form field \"Mailing Lists\" (checkbox list). \n When clicking on it opens window with the full list of all mailing lists and ability to select which mailing list(s) will be added to the form
\n
The selected mailing lists are then output automatically in the form's layout when first generated: \n <label for=\"MailingLists\">Subscribe To</label> \n <input type=\"checkbox\" id=\"MailingLists1\" name=\"MailingLists\" value=\"[[list1 id]]\">[[List1 Name]] \n <input type=\"checkbox\" id=\"MailingLists2\" name=\"MailingLists\" value=\"[[list2 id]]\">[[List2 Name]] \n <input type=\"checkbox\" id=\"MailingLists3\" name=\"MailingLists\" value=\"[[list3 id]]\">[[List3 Name]]
\n
Once form is submitted - CRM contact record will be added to all selected lists.
\n
'MailingLists' property added to the {{formSubmissionData}} object for liquid as well as the 'CRM' > 'Form Submissions' entity.
\n \n \n \n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Subscribe/Unsubscribe user event.
\n
\n
\n
If a user subscribes or unsubscribes from a mailing list via Mailchimp, the event is pushed to Treep CMS to unsubscribe the CRM contact from the appropriate mailing list.
\n
\n
If mailing list does not exist in Treepl CMS - skip action (Example - mailing list was deleted via admin but the user unsubscribes after the mailing list was deleted).
\n
If the CRM contact does not exist - skip action (Example - user was deleted via admin but actual the user unsubscribes after their CRM record was deleted)
\n
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: CRM Contact mailing lists management.
\n
\n
\n
Added ability to view subscriptions via the CRM contact record, as well as subscribe and unsubscribe them to/from mailing lists.
\n
Also added same ability in the 'Mailing List' > 'Subscribers' section.
\n
\n
\n
Backlog
\n
\n
\n
More settings on Google Analytics dashboard.
\n
\n
\n
Added more data from Google Analytics available through the API:
Default form layout generator now generates reCaptcha’s code in compact mode for mobile using liquid conditional statement (utilising the 'data-size=\"compact\"' attribute). \n A form label is also now added to the markup.
\n \n
\n
\n
Backlog
\n
\n
\n
Default Datepicker.
\n
\n
\n
Date fields will be generated by the system using default datepicker (on content forms when form layout is generating by the system and when generating create/update module item forms).
\n
\n
\n
Backlog
\n
\n
\n
Settings area available for System Modules.
\n
\n
\n
System Modules now have settings and properties available to access (found under the gear icon), which include:
\n
\n
Blogs
\n
Blog posts
\n
Banners
\n
FAQ's
\n
Galleries
\n
Authors
\n
\n
Available on Pro+ plans only.
\n
\n
\n
Backlog
\n
\n
\n
Show correct IP Address for Data Center.
\n
\n
\n
When activating a site in the Partner Portal, the relevant data center's IP address is displayed for use in your DNS.
\n
\n
\n
Backlog
\n
\n
\n
Change \"Email Notification\" To \"Auto-response\".
\n
\n
\n
\"Email Notification\" title, in the forms settings page, is now more correctly changed to \"Auto-response\".
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\n
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Backlog
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\n
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Global site preview button.
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\n
\n
Added \"Home\" button to admin header bar (next to the partner logo) that opens the home page in a new tab.
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\n
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Backlog
\n
\n
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{{request.device_type}} property.
\n
\n
\n
Added 'device_type' property to request object {{request.device_type}}. Returns device type:
\n
\n
Desktop
\n
Tablet
\n
Mobile
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\n
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Backlog
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SEO OG image tag improvement.
\n
\n
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System will automatically prepend \"https://[current Domain]\" to the path of the selected image when setting the OG tag properties under the SEO tab for various items.
Pagination for Custom Module items was slightly reworked:
\n
\n
Component tag now defines what module should be paginated via a URL parameter 'ModuleId' that adds to the system generated page links when the module is rendered. If it matches the module defined\n in 'source:\"moduleName\"' than pagination will be applied. Otherwise - ignore pagination.
\n
Extended the default generated pagination HTML markup to define moduleId in pagination links.
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Pagination will be applied always. Not only if 'displayPagination: \"true\"' for the modules defined in URL parameter 'ModuleId'.
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'displayPagination: \"true\"' parameter should ONLY define if component tag should output self-generated pagination HTML or not.
\n
\n
\n
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Backlog
\n
\n
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Redirect to 'Unauthorized' system page if login failed.
\n
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On login process if the user failed to login, the system will redirect them to the 'Unauthorized' system page instead of redirecting to the home page with \"/?login=failure\" appended to the URL.
Connect your Mailchimp account to Treepl CMS (same way you setup Google Analytics feed integration). Create mailing lists in Mailchimp through API from Treepl CMS submitted forms: \n- Ability to create, update and delete mailing lists via mailchimp API \n- Ability to setup mailchimp api integration \n- Ability to add subscription functionality to the …
Allow using module settings on system modules: \n- Blogs \n- Blog posts \n- Banners \n- FAQ's \n- Galleries \n- Authors \n(all except of Pages). \nAvailable on Pro+ plans only. \n*This feature would cover the following request: \"Enable multiple detail layouts for blogs and blog …
Ability to add images from the WYSIWYG editor, instead of copying the code to the code editor. \nAll files uploaded through WYSIWYG editor will be stored in a separate \"uploaded_images\" folder on …
Ability to create trial sites under an alterntative \"trialsite.co\" domain. \nCurrently, you are only able to create trial sites under \"treepl.co\" domain. \nTHIS IS A TEMPORARY SOLUTION BEFORE \"BRANDED DOMAIN\" FEATURE IS …
Remove general rule of adding \"/\" in the end of every URL. \nAll file URL's that list in the ‘Pages’ layout display as a folder structure ie. /contact/ instead of /contact so they are harder to copy/paste. \nWith the url having a \"/\" at the end, the problem here is that with and without the slash are actually two different urls. \nWe …
Ability to create redirects to external sites or other domains of the current site. \nAbility to create redirects from URL's that contain file extension (.asp, .php, etc.) but not .htm and .html \nIf you want to setup a redirect from \"/some/url.htm\" to any other, just create a new URL redirect using \"/some/url\" (excluding \".htm\" extension) in FROM field. \nSuch setup will cause …
Convert Media type field to <input type=\"file\" name=\"prop_[[media_property_alias]]\"> on forms that are retrieved by Components toolbox. \nAll files will be uploaded and stored in …
\"Primary Domain\" field validation prevents from saving strings that don't match domain pattern. \nIf \"Primary Domain\" field is empty and \"Enable automation of sitemap.xml\" is enabled, the validation error would …
- Switching from FTP to FTPS \nNOTE: Login process is the same as it has been. However, you may need to change Protocol or Encryption setting in your FTP client of choice when using saved/favorited …
Add an automatic sitemap.xml listed for each site and refreshed every 24 hours. If we can make selections about importance of each page ie. priority and change frequency that would be ideal with the last modified date automatically updated. The sitemap needs to be setup with all urls being the ‘default’ domain ie. either the www or non-www.
Ability to Add, Edit And Delete Custom Module Items for logged in users. \nAbility to setup Add, Edit Or Delete module item permissions for particular Custom Module \nAbility to setup autoresponder when new module item created by logged in …
All sites (with any plan) get a default workflow: \n- Name: \"Inquiry Workflow\" \n- \"Inquiry Workflow\" can not be deleted \n- \"Inquiry Workflow\" can not be renamed \n \nWorkflow restrictions for \"Essential\" and \"Business\" plans: \n- Disabled add/edit/delete options for all workflows other than \"Inquiry Workflow\" \n- Disabled \"Email Marketing\" > \"Emails\" section \n- Disabled workflow triggering on form submissions for all workflows other than \"Inquiry Workflow\" \n- \"Settings\" …
All link/file selection field types throughout the admin. Like a 'link manager' type widget, similar to in BC. For example in 'menus', this will give the ability to select a link in the \"link manager\", instead of manually typing it …
Option to set Basic Open Graph http://ogp.me/ for every site page, detailed custom module pages, overall blog pages, blog posts (article og), products, media downloads (structured properties) if …
Ability to disable certain content from site search functionality as it is currently bringing up results like list items, galleries etc. that don’t have a whole page dedicated to …
- \"Settings\" > \"System Pages\" - adding a separate section for customizing system pages. \n-\"404\" and \"Form Submission Results\" pages will be moved to this section. \nNew system pages: \"Forbidden\" (secure zone access denied page), \"Email Confirmation\", \"Request Reset Password\", \"Request Reset Password Result\", \"Reset Password\", …
- Splitting Menu properties (Name, Alias) and Menu builder into 2 separate tabs to remove extra white space \n- Remove \"Save\" and \"Delete\" from \"Menu builder\" …
- New Code Editor (ACE code editor) integrated on every page, snippet, item \n - The \"WYSIWYG/Code Editor\" switcher saves preferred editing method for each page, snippet, item\n - Removing \"Code View\" from the WYSIWYG\n Adding this feature will resolve auto code cleanup issue in the WYSIWYG editor (you will have to use the Code Editor for all the advanced liquid …
- Ability to specify \"force download\" behavior assigned to a certain media content link. \n- If link matches the pattern than the content will be dowloadable to the site users regardless of the media content mime type. \n\nPattern: <link_to_media_content>?downloadable=1 \n\n\nExample: \n\nFile: /images/fruits/apple.png \nForce Download Link: /images/fruits/apple.png?downloadable=1 \nAs the result the apple.png media file will be downloaded and not rendered in the …
- New property in Custom Modules - Media field type \n- Calling out the File Manager with ability to insert image path right into the text field that is associated with the media type field \n- \"Make downdloadable\" button that enables forced download action of the file instead of rendering in the browser (image, PDF …
Exclude items from rendering in lists through custom module compontent tag if: \n- Item is not \"Enabled\" \n- Current date is not in between \"Release Date\" and \"Expiry …
New Google Analytics (GA4) integration is now available on Treepl. Now you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page ( https://prnt.sc/n1_vt1LC7yuR )
NOTE: if you previously followed instructions for temporary GA4 setup then when you complete the migration steps from the article above - go to file manager and remove GA4 include file in order to avoid the duplicated output of script tags for GA4.\n
New Google Analytics (GA4) integration is now available on Treepl.\nNow you have the ability to switch between UA and GA4 by selecting which analytics should be applied on the Setup Analytics page (
v6.10 Release date: 18 Sep. 2023
Full Release Notes
\n
BACKLOG
\n
\n
\n\n
\n
Apply detail layout on item create form
\n
\n
\n
Provide ability to set which detail layout to apply on module item create/edit forms
A few minor adjustment requests for Site Information module:
\n
dateTime field is still just a Date field. Is it possible to update this to select Time as well (as\n per dateTime field update throughout the rest of the admin)
\n
When setting an Alias (particularly a ‘Short Alias’) there is a validation that runs to\n check for conflicting names. However, this seems to look at ALL properties in ALL groups, not just\n the group you are in, which starts to make it harder to set up short aliases. For example: In a\n group called ‘Company Info’ with a property of ‘Licence’ you might have\n Short Alias of {{si.ci.l}} Then in another group called ‘Company Branding’ with a\n property of ‘Logo’ you might want Short Alias of {{si.cb.l}} . But the validation only\n checks against the last Liquid reference of l (which conflicts) rather than the whole path (which is\n unique).
\n
The textarea field type is labeled as Text (Multiple), but I think it should be Text (Multiline).\n
\n
Liquid:
\n
It would be great to recursively nest site information items. To do so they would need to render\n liquid, which they currently don’t.
\n
For example if I have a site information company name and I want to nest that in a copyright notice\n so the client can just embed the copyright notice at the end of their blog posts.
\n
Please make liquid work inside site information fields.
\n
Other:
\n
1. Ability to shuffle items once added.
\n
2. Add a checkbox in the Group level determining whether that group’s properties are added to\n the Component toolbox or not.
\n
\n
\n
Checkbox title:
\n
\n
\n
Add to the toolbox
\n
\n
\n
\n
\n
3. HTML Layouts for formatted output.
\n
\n
\n
\n\n
\n
Analytics Dashboard - Google Data Studio (now Looker Studio) Option
Add the option on the Settings tab \"Enable Default JS Validation\". If this option is\n enabled, `data-cms_validation` will be added on the form tag and add a validation js script in the\n head. If a form element is not valid it will add class \"validation-error\" on the\n element and if valid \"validation-success\" will be added.
\n
\n
\n
\n\n
\n
File Manager: Show Date + List View in \"Slide-In\"
The list view in file manager should include the date of the upload like in BC to make it easier to\n handle e.g. media files, which are updated on a regular basis.
\n
The slide-in file manager (when selecting media or other files from within module item) should have\n an option for list view. It makes it hard to select files with similar long file names in thumbnail\n view.
Would be nice to see at a glance the template that is applied to system page. I’d image this\n would be a simple fix too.
\n
System pages can now be disabled via an 'Enable' checkbox. Disabled pages will resolve to the 404 page. If the 404 page is disabled, a blank page will resolve (with a 404 document status)
Anywhere in the admin console I press something like ‘Shift + Control + C’ on Windows (Shift + Command + C on Mac).
\n
A modal appears with the same functionality as the component draw you get it various modules.
\n
I always find myself needing to build a component in my IDE, but I have to go to the admin console,\n then to something like pages to be able to pull to create a component.
\n
Would be nice if we could just access a builder anywhere in the admin console.
\n
2)
\n
Likewise, also add ‘Shift + Control + F’ on Windows (Shift + Command + F on Mac) to open the File Manager anywhere in the admin.
\n
\n
\n
\n\n
\n
Fields/columns Added To The E-commerce/Gift Vouchers Module
Case: To stop the ability for Admin Users to be able to accidently delete all module items. Can we\n get an extra flag added in the Admin User Roles that gets generated for each custom module or\n anywhere this appears
\n
Have it unchecked by default. Else, everyone will forget to configure it until it’s too late.\n So, essentially, ‘Delete All’ function is for Partner/Reseller admins only, unless\n configured otherwise.
\n
\n
\n
\n\n
\n
Custom Modules Properties: Making Mandatory Items More Visible
When you check the custom properties of any custom module and want to know which ones are defined as\n mandatory, you need to click each one into edit mode.
\n
It would be nice if we could see which ones are mandatory right in the properties list.
\n
\n
\n
\n\n
\n
Module Item Notes: Option To Display Notes More Prominently
Module item notes are great! But they are a bit small and users can miss them. Sometimes I want to\n add big bold notes that will give users instructions that they can’t miss.
\n
Issues: Currently module field notes are displayed in a small icon that needs to be hovered to see\n them. Clients may miss this subtle icon.
\n
Solution: Add a check box that will allow notes for a module field to be displayed inline:
When sites are being updated, it is common to have a release time for updates. This release time may\n be at an inconvenient time for the developer. Frequently site updates will mean new sections of the\n site are being added or removed. To add and remove sections of the website it would be great to have\n the ability for new sections of the menu to be automatically released, and old sections of the menu\n to expire and be hidden.
\n
I propose adding the ability to enable release and expirty date/times to menu items.
\n
Similar to custom modules, we would have the ability to enable release and expiry under settings for\n the menu.
1) Add the item preview icon at the top of item edit pages so it’s readily accessible\n (the current Preview link is often out of reach when you want it).
\n
2) Add a new sticky box with the Components and File Manager buttons on the create/edit module\n item page and also to places where it’s not currently available, such as; ‘System Pages’, ‘System Emails’ and anywhere an editor region is present like; Form layouts, email/autoresponder/workflow contents.
\n
3) This new sticky box will also include the ‘Properties’ icon along with the ‘File Manager’ and ‘Component Manager’ icons in the editor pages for module Layouts.
When creating lots of fields it's time consuming to click on the dropdown and scroll to the\n correct property. It would be nice if you could just push \"s\" to jump to string. Ideally\n every type of field would have a name with a unique starting letter so you could use keys to jump to\n them. Also recommend having string as the default field type when creating a field.
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\n\n
\n
1 hour refresh issue fix
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Fix losing updated data on saving operations when the actual token is expired.
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1) Presave to session storage flow
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Once any changes are made on any form in the admin UI
\n
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\n
save them to session storage
\n
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on saving operation if the token is expired and reload is performed
\n
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restore saved to session storage data and perform save operation so data will be saved with\n the new token
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\n\n
\n
Feature flags changes (v6.10)
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Apply the following changes to feature flags:
\n
\n
\n
Move to the external section
\n
\n
\n
Site load speed improvement
\n
\n
\n
Description
\n
\n
\n
Improved logic of saving, updating, and deleting module items without a long delay on the\n page loading.
\n
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This feature flag switches the logic of saving module items, pages, etc.
\n
New logic will take less time to load any page after saving if you have many module items.
\n
The opposite part of this logic is the increasing time of any import module item process for sites\n that have many module items.
\n
It is applicable to the sites with a lot of module items created. \n On sites that do not have a lot of module items there is almost no difference between current item saving logic and improved version of it.
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\n\n
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Internet connection checker (UI)
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Add internet connection monitoring in the admin panel.
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If internet connection is lost - show message:
\n \n
\"No Internet Connection\"
\n \n
\n
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\n\n
\n
Liquid Date Formatting Issue fix
\n
\n
\n
Liquid Date Formatting Issue
\n
An issue with the Liquid date formatting filter (`| date`) has been identified. Below is a\n description of the issue, possible conflicts with existing implementations, and our proposed fix.\n
\n
ISSUE:
\n
When using the date filter syntax of `%I` for outputting the hour in 12-hour time with a leading\n zero (eg: `{{ \"now\" | date: \"%I\" }}`) the output will be incorrect for the hour\n of 12 (am or pm), in that it will output `00` instead of `12`.
\n
This is purely a formatting issue for this particular filter syntax and does not affect Liquid date\n calculations.
\n
CONFLICTS:
\n
We don't anticipate this fix will negatively impact any current implementations of this feature\n - on the contrary, any date-related Liquid implementations using the 12-hour filter output would\n currently be breaking under the conditions described in this issue and therefore, the fix will\n correct those implementations.
\n
In the rare case that you have an implementation relying on the hour of 12, in 12-hour time, with\n leading zero output, being \"00\" (which is incorrect), you will need to adjust your code to\n allow for this correction.
\n
PROPOSED FIX:
\n
As there is a small chance of this change affecting existing implementations and due to the\n issue's low criticality, we will add the feature flag \"Apply fix to liquid date\n filter\".
\n
The fix itself will then be rolled out as a hotfix to all sites during their data center\n non-business hours.
\n
No downtime is expected for the admin or site front-ends during this hotfix and a notification will\n be posted once it has been fully completed across all data centers.
\n
FEEDBACK:
\n
If you have any questions, feedback, or concerns regarding this fix, please reach out to support via\n a support ticket before the proposed fix date is reached.
\n
NOTES:
\n
The similar `| format_date` Liquid filter does not suffer from the described issue and is therefore\n unaffected by this fix and continues working normally.
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Improve workflow sending logic based on plan restrictions
\n
\n
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1) Fix the ability to send custom workflows if the site plan is lower than Pro.
\n
When the site plan is Business or Essential (lower then Pro):
\n
\n
\n
Logic in table representation
\n
\n
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Plan/Type
\n
System WF + defaul email
\n
System WF + custom email
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Costom WF + defaul email
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Custom WF + custom email
\n
\n
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Essential
\n
send
\n
replace to default email
\n
skip
\n
skip
\n
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Business
\n
send
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replace to default email
\n
send
\n
replace to default email
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Pro
\n
send
\n
send
\n
send
\n
send
\n
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eCommerce
\n
send
\n
send
\n
send
\n
send
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OR logic in description representation
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If the workflow has a custom email assigned
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Allow sending workflow BUT with system email instead of the assigned custom email
\n
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Continue validation if the workflow has a system email assigned:
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\n
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When the site plan is Essential:
\n
\n
\n
Disallow sending workflow if it has IsDefault = false
2) Improve displaying of the workflows with forbidden emails applied on workflow listing
\n
Show label for workflows with custom email applied
\n
Pattern
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\n
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<WorkflowName> (<label>)
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Label
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forbidden email applied available starting Pro plan
\n
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Color
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red
\n
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Example
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My custom workflow (forbidden email applied available starting Pro plan)
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3) Show inactive email field on workflows on plans lower than pro
\n
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On edit workflow form
\n
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Empty tables UI improvements - Admin
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Empty tables logic/UI
\n
Show message \"Nothing here yet\" instead of empty table if no searching-filtering is applied
\n
Show empty table if any search or filtering is applied to the list view
\n \n \n
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\n\n
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Case sensitivity FTP improvement
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\n
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1) Pages and folders case change on migration
\n
Description:
\n
On migration we would collect all url slugs of \"Page\" and \"Folders\" module items\n that has at least one uppercase letter and convert them to lowercase.
\n
Then we will rename the files and folders for the following items accordingly in the\n \"/Content/Pages\" folder
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2) Liquid incorrect paths change on migration
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Places to be operated:
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\n
\n
Item description
\n
\n
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Snippet
\n
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Content Template
\n
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Email Template
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Email content
\n
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Module Layouts
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Form content
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Includes (that are included in any of the places above and inside includes as well)
On migration we would scan page content, templates, snippets, module layouts, etc for using liquid\n include and component with custom layout path tags and replace paths to match case-sensitive actual\n path (for example if we found {% include \"/Content/Pages/testfolder/TestIncludeFile.inc\"\n %} we will fix it to match actual path - /Content/Pages/TestFolder/TestIncludeFile.inc and it will\n become {% include \"/Content/Pages/TestFolder/TestIncludeFile.inc\" %})
Same as in previous but working with html tags insted of liquid
\n
4) Improve the logic of operation files and folders in the \"/Content/Pages\" folder
\n
Description:
\n
Any files that would be created in the \"/Content/Pages\" folder should be lowercase from\n now on.
\n
If they would be created not fully lowercased - they would be ignored.
\n
So if you create a file Test.html in the folder /Content/Pages/ - it WOULD NOT create a page with\n slug Test.
\n
But if you create a file test.html in the folder /Content/Pages/ - it WOULD create a page with slug\n test.
\n
Also renaming test.html to Test.html would unlink the Test.html file from the \"/test\"\n page. If you save the \"/test\" page from the admin UI it will create a test.html file and\n it will be linked with the page (the main rule is that the page slug is fully equal to the file name\n (case sensitive)).
\n
Any operations with the Test.html would not be reflected in any way on the pages at all.
\n
However, if you rename it back to the test.html - it will be linked back to the page\n \"/test\" but without content sync (it means that if you rename test.html to Test.html,\n change content in Test.html and rename it back to test.html - the content of the page\n \"/test\" would not be the same as in the test.html file. The first save of the file or page\n would determine - what content would be saved to opposite entity in that case - if the save file -\n page content would be updated. If the save page - the file content would be updated).
\n
5) System and custom email file name fix
\n
Description:
\n
On migration we would change all file names that reflect all system and custom (workflow, followup,\n abandoned cart) emails so it is the same as the email Name (right now if you have a workflow email\n with the name \"My Custom Email\" - it has a file on FTP with the name\n \"my-custom-email.html\". This step will rename the file to become \"My Custom\n Email.html\").
\n
NOTE:
\n
So if you already have the backup version of the site you are working with then just make a fresh\n copy right after your site would be updated to the v6.10
\n
More documentation on this change can be found here.
\n
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\n\n
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Angular 15 refactoring
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new datetimepicker
\n
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migration from moment to luxon
\n
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Clear styles when pasting
\n
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Clear all styles when pasting content into wysiwyg. If you try to paste some content from MS\n Word should be shown a modal to choose to keep or not styles pasted from Word.
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\n\n
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Event calendar month by URL accessibility
\n
\n
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Add month-year accessibility via URL to the event calendar
Now Email data widget would show only data that corresponds to current type of email (workflow email,\n follow-up email or abandoned cart notification email)
in the excel file, copy the created element and paste it into the next line and change\n \"1\" to \"2\", and delete ID https://prnt.sc/NFZ47vLWv7lo and save
Enable Release Date and Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the parent and child module
\n
Enable Release Date andEnable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false for the current module
\n
Don't filter by item's Release Date on filtering inactive items if Enable Release Date (Module -> Default properties settingshttps://prnt.sc/m71sDpZF3D00) are false\n Don't filter by item's Expiration Date on filtering inactive items if Enable Expiration Date (Module -> Default properties settings https://prnt.sc/m71sDpZF3D00) are false\n \n Logic:\n
\n
Determines whether the list should contain inactive items or not
\n
\n
inactive items are items whose release date is greater than the current date or whose expiry date is less than the current date
\n
\n
\n
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\n
Portal automations improvements: Site reactivation on payment and recurring period switching
\n
\n
1) Site reactivation and Billing Cycle change (Portal)
\n\n When site is reaching its subscription expiry date AND payment is not recived yet:\n\n\n
\n
Show status Grace Period
\n
period
\n
\n
+10 days to subscription expiry date (+24*10 hours)
Preselect the Billing Cycle that is already chosen for the current site
\n
\n
Reactivation will be applied if selected Billing Cycle is the same as the site already has. If another Billing Cycle is selected - create new subscription with the new Billing Cycle
\n
\n
in both cases - after payment is received
\n
\n
cancel previous subscription
\n
\n
\n
\n \n
\n\n\n\n\n\n\n On reactivation\n\n
\n
If reactivation applied in Grace period
\n
\n
Set recurring date to the same day of the next month or year when the previous subsctiption should be paid if there would be no issues with it. And in the payment date just charge the amount for the selected cycle. Example:
\n
\n
if payment $20 per month is created 01-01-2022 than grace period starts after 01-02-2022. And if reactivation is made on 05-02-2022 than payer will be charged for $20 right away and than next recurring day will be assigned as 01-03-2022 (same day as previous subscription had)
\n \n
\n
\n
If Billing Cycle is changed during the active subscription period. Example:
\n
\n
\n
charge amount for the selected cycle right away (lets say we are changing billing cycle from anually $200 to monthy $20 - then charging $20)/ And set recurring date for +1 selected billing cycle after the expiration date of the previous subscription (for this example +1 month to the expiration date).
\n
\n
\n \n
\n\n\n\n \n\n\n\n\n When trying to change site plan in Grace period - show error\n\n
\n
\n
Site plan changing is not allowed during the grace period
\n
\n
\n Payment button should show different labels based on the site status (Grace period or active period) \n\n\n
\n
\n In Grace period\n
\n
\n
\n Reactivate\n
\n
\n
\n In default active period\n
\n
\n
\n Change Billing Cycle\n
\n
\n
\n\n\n\n\n\n \n
2) Site reactivation and Billing Cycle change (CMS)
\n\n If Direct Billing extension is enabled for the site:\n\n\n\n
\n
\n
Add the ability to see Billing (/admin/billing) button on the site admin UI and add the ability to pay for the site subscription in Grace period
\n\n\n\n Use default email template.\n \n 1) After 1 day (24 hours) after Expiry date (in Grace period) \n\n\n\n
\n
Send Email notification to the reseller
\n
\n
Subject:
\n
\n
<sitename> (<siteURL>) will be deactivated due to non-payment
\n
\n
Body
\n
\n
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your PayPal account and make sure your billing is up-to-date. If you have any questions, please contact us at support@treepl.co.
\n
\n
Format of date
\n
\n
11 Sep, 2022 (GMT +10:00)
\n
time zone
\n
\n
site
\n
\n
\n
\n
\n\n\n 2) After 9 days (24*9 hours) after Expiry date (in Grace period) \n\n
\n
Send Email notification to the reseller
\n
\n
Subject
\n
\n
<sitename (<siteURL>)> will be deactivated due to non-payment
\n
\n
Body
\n
\n
Your site <sitename> will be deactivated due to non-payment on <dateOfDeactivation>. Please log in to your Treepl Portal to set up a new PayPal subscription to address the issue. If you have any questions, please contact us at support@treepl.co.
\n
\n
Format of date
\n
\n
11 Sep, 2022(GMT +10:00)
\n
time zone
\n
\n
site
\n
\n
\n
\n
\n\n\n
\n
\n
\n
Portal automations improvements: Invoicing fix
\n
\n
Invoice email fix
\n\n On invoice sending for the recurring plan payment\n\n
\n
send invoice based on the plan from webhookinstead of the very first created plan
\n
\n\n\n
\n\n This is to avoid the wrong plan name being displaying in the invoice email after changing site plan. \n\n\n\n \n\n
\n
\n
\n
Orders list retrieving optimization
\n
\n Optimize the algorithm of Order list retrieving in the admin UI\n\n
\n
Reduce the load time
\n
\n\n
\n
\n
\n
Error notification on payment gateway webhooks setup
\n
\n On saving payment credentials\n\n
\n
if there are any errors regarding adding webhooks for this site
An error occurred during the payment gateway webhook setup: <detailsFormGatewayError>
\n
\n
\n
\n\n
\n
\n
\n
reCaptcha v2 to v3 start transition - Step#1
\n
\n 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.
\n Remove from the form builder the ability to choose reCaptcha v2 for the form\n\n
\n Change plan restriction for feature HTTP Headers Settings\n\n
\n
Change minimum site plan requirement
\n
\n
From Pro to Essential
\n
\n
\n\n
\n
\n \n
\n\n
BUG FIXES
\n\n
\n \n
\n
\n
Form with two paid secure zones
\n
\n
\n
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
\n
\n
\n
\n
\n
Site Global - do sorting of properties like in v6.7
\"Delete Selected\" button in Contacts - Form Submission and Event Bookings tabs
\n
\n
\n
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
\n
\n
\n
\n
\n
Contacts - uppercase letters
\n
\n
\n
1. Go to contacts
\n
2. Pay attention to the member with uppercase letters in the \"email\" field
\n
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
\n
Fix - migration where the original and duplicate contacts were merged into one with all cases, bookings, orders, and secure zones
- Improvements based on support tickets. More details will be provided in the release …
UI/UX
General
Admin Panel
v 6.8 Release date: 03 Oct. 2022
Full Release Notes
BACKLOG
\n
\n
\n
\n
E-commerce Quoting Option
\n
\n
\n
Original Description:
\n
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.
if Form Type is Quote AND \"Accept Payment\" field is selected on the form builder - show an error: “Quote form can't be submitted with the ‘Accept Payment’ field”
\n
if Form Type is Quote AND there is no shipping option selected on the shopping cart DO NOT stop processing the form.
\n
if Form Type is Quote AND there is at least one recurring product in the shopping cart - show an error: “Quote form can't be submitted with recurring products in the shopping cart”
\n
if Form Type is ‘Quote’ OR Form Type is ‘Checkout’ and there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
\n
\n
\n
On loading ‘Checkout’ or ‘Quote’ page from the shopping cart:\n
\n
if there is a product in the shopping cart that was deleted - show an error: “Your shopping cart contains deleted products. Please review and remove all deleted products from the shopping cart and proceed once again”
\n
\n
\n
\n\n
6) Shopping cart changes
\n
Add request quote button to shopping cart liquid object:
\n
{% component type:\"shopping_cart\" %}
\n
\n
QuoteButtonHtml: <button class=\"system_button\" data-cms_cart_quote=\"\">Get a quote</button>
\n
clicking on the button should lead to /quote
\n
apply Before After and trigger js events\n
\n
CMS_BeforeGoToQuote
\n
CMS_AfterGoToQuote
\n
CMS_TriggerGoToQuote
\n
\n
\n
clicking Quote button validation should not require a shipping option to be selected
\n
\n
7) Request a quote system pages
\n
Create system pages for Quotes
\n
\n
Get A Quote (/quote)\n
\n
redirect here if clicked on the request quote button on the checkout
\n
see content in page ‘Settings’ > ‘System Pages’ > ‘quote’
\n
\n
\n
Quote Receipt (/quote-receipt)\n
\n
user will be redirected here after quote form submission (default page)
\n
see content in page ‘Settings’ > ‘System Pages’ > ‘quote-receipt’
\n
\n
\n
\n\n
8) System emails
\n
Create System email for Quotes
\n
\n
For Quote Orders, send in place of Invoice email\n
\n
sent on quote order create
\n
ability to send quote if clicked ‘send quote’ button in the Order detail page (instead of ‘send invoice’)
\n
\n
\n
Default From Email\n
\n
admin@trustedemail.co
\n
\n
\n
Default Subject\n
\n
Quote
\n
\n
\n
Default From Name\n
\n
Admin
\n
\n
\n
Content\n
\n
see content in file ‘Email Notifications’ > ‘System Emails > ‘Quote’
\n
\n
\n
\n\n
9) Secure zone logic
\n
On Quote form submit with Secure Zones assigned:
\n
\n
If there are paid secure zones assigned - show error message “Recurring secure zone subscription is not allowed for the ‘Quote’ form type”
\n
else; immediately subscribe user to all free secure zones assigned to the form.
\n
\n
10) Precreate Request Quote form on all sites with default styles
\n
Replicate default HTML/styles from the Checkout form, but remove payment fields and Total Amount field.
\n
Create the form on all sites with the alias of ‘quote’
\n
Fields on formbuilder:
\n
\n
firstname
\n
lastname
\n
email
\n
phone
\n
Shipping Address
\n
reCAPTCHA v3
\n
\n
11) Plan restrictions
\n
Disallow submission of forms with type ‘Quote’ on plans lower than eCommerce.
\n
Show error message “Quote forms are not available on current site plan”
\n
12) Admin User Role Restrictions
\n
Add following admin user role restrictions
\n
\n
Orders\n
\n
Can Add
\n
Can Edit Details
\n
Can Edit Payments
\n
Can Edit Products
\n
\n
\n
\n\n \n
For all roles that have Orders -> Can View=true set Orders -> Can Edit Details=true (for backward compatibility)
\n \n
For all roles that have Orders -> Can View=true set Orders -> Can Edit Payments=true (for backward compatibility)
View selected options of the property of type checklist or dropdown multiple as CSV string on list and detail layouts in Admin UI
\n
\n
If options are like\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
CSV string should be like\n
\n
option 5 5,option 6,option 7,7
\n
\n
\n
\n\n
Provide the ability to save selected options if they contain \",\" character
\n
\n
via Admin UI\n
\n
Create module item
\n
Edit module item
\n
Create CRM Contanct (advanced CRM fields)
\n
Edit CRM Contanct (advanced CRM fields)
\n
Create CRM Form Submission (advanced CRM fields)
\n
Edit CRM Form Submission (advanced CRM fields)
\n
Create CRM Event Booking (advanced CRM fields)
\n
Edit CRM Event Booking (advanced CRM fields)
\n
Create CRM Order (advanced CRM fields)
\n
Edit CRM Order (advanced CRM fields)
\n
\n
\n
via save/edit entity frontent form\n
\n
Form submission
\n
Edit account form
\n
Create module item form
\n
Edit module item form
\n
\n
\n
\n\n
Entities that requires this improvement (admin UI)
\n
\n
module item
\n
case\n
\n
custom form fields
\n
advanced crm fields
\n
\n
\n
order\n
\n
advanced crm fields
\n
\n
\n
event booking\n
\n
advanced crm fields
\n
\n
\n
\n\n
Add also following updates to module item update and search forms (site frontend forms)
\n
\n
Module item update form\n
\n
For Checklist property type \n var propertyValues=\"{{this.ListcheckboxList | join:\",\"}}\".split(','); \n change to \n var propertyValues=\"{{this.ListcheckboxList | join:\"|||;/;|||\"}}\".split('|||;/;|||'); \n
\n
For Dropdown (multiple) property type \n var values='{{this.ListListbox_list}}'.split(','); \n change to \n var values='{{this.ListListbox_list | join:\"|||;/;|||\"}}'.split('|||;/;|||');
\n
\n
\n
Module item search form\n
\n
For Checklist property type \n var propertyValues=\"{{request.request_url.params.prop_ListcheckboxList}}\".split(','); \n change to \n var propertyValues=\"{{request.request_url.originalParams.prop_ListcheckboxList | join:\"|||;/;|||\"}}\".split('|||;/;|||'); \n
\n
For Dropdown (multiple) property type \n var values='{{request.request_url.params.prop_ListListbox_list}}'.split(','); \n change to \n var values='{{request.request_url.originalParams.prop_ListListbox_list | join:\"|||;/;|||\"}}'.split('|||;/;|||');
\n
\n
\n
\n\n
4) Custom report improvement
\n
According to the Save entity improvement improve custom report results searching by filters that contain value with \",\" character
\n
\n
filtering by custom form field on the following report types\n
\n
Contacts and Cases
\n
Contacts and Orders
\n
Contacts and Event Bookings
\n
\n
\n
filtering by advanced crm field on the following report types\n
\n
Contacts
\n
Contacts and Cases
\n
Contacts and Orders
\n
Contacts and Event Bookings
\n
Contacts and Secure Zones
\n
\n
\n
\n\n
5) Import/Export improvement
\n
Add following logic to import/export process for the following entities:
\n
\n
Module item
\n
Contact
\n
Case
\n
Booking
\n
Order
\n
\n
Logic: For any property with type Checklist or Dropdown (multiple)
\n
\n
On Export\n
\n
When generating CSV string of selected options replace \",\" substring with \"%2С\"
\n
\n
\n
On Import\n
\n
After retrieving list of selected options from CSV string for each option replace \"%2С\" substring with \",\"
\n
\n
\n
\n\n
Example:
\n
\n
Export\n
\n
options\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
\n
\n
CSV string for the property (to the excel cell)\n
\n
option 5,option 6,option 7%2С7
\n
\n
\n
Import\n
\n
CSV string for the property (from excel cell)\n
\n
option 5,option 6,option 7%2С7
\n
\n
\n
result list of options to be applied\n
\n
option 5
\n
option 6
\n
option 7,7
\n
\n
\n
\n
\n
\n\n
6) Improve filters on custom reports
\n
`In` and `NotIn` filters: Add a new setting to the filter called:
\n
\n
Values Filter Condition (dropdown)\n
\n
OR (default)
\n
AND
\n
\n
\n
\n\n
Logic:
\n
\n
If OR selected (current logic will be applied) - will find all items that have at least one value from the filter values list
\n
If AND selected - will find all items that have all values from the filter values list
When user submit login form with checked Remember me checkbox
\n
\n
set member logged-in cookie lifetime based on Remember me lifetime setting
\n
\n
if not checked
\n
\n
Member logged-in cookie lifetime defaults to 1 day
\n
\n
\n
\n
\n
\n\n
Improve Site load speed while saving module item
\n
\n
\n
Replace the current solution with a materialized view to the DB table supported by triggers to sync data.
\n
Improve the following logic that using the Table solution
\n
\n
Add DB Table solution to drafts
\n
Improve saving module item when keywords was changed
\n
Improve Import module items process
\n
\n
\n
\n
\n
\n\n
Tax rounding strategy setting
\n
\n
\n
1) Add a new eCommerce setting
\n
Add new setting to ‘Ecommerce’ > ‘Settings’ > Tax and Shipping’ > ‘Tax Settings’
\n
\n
“Tax rounding strategy” (dropdown)\n
\n
Banker rounding + error compensation (unit price and total price) [default]
\n
Banker rounding (unit price only)
\n
\n
\n
\n\n
2) Rounding Logic on shopping cart calculation
\n
When banker rounding + error compensation (unit price and total price) applied
\n
\n
use current price rounding strategy (banker rounding + error compensation)
\n
rounding applied to\n
\n
unit price separately
\n
total price separately
\n
\n
\n
\n\n
When banker rounding (unit price only) applied:
\n
\n
use banker rounding to unit price. Then calculate orderline total price as rounded unit price multiplied by quantity. Error compensation mechanism is not needed here
\n
apply rounding to\n
\n
unit price only
\n
\n
\n
\n\n
\n
\n
\n
\n
Abandon Cart Functionality
\n
\n
\n
1) Extension setup
\n
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
\n
“Abandoned Cart Recovery”
\n
Short Description: With abandoned cart recovery functionality (for logged-in users only), you can automatically send reminders to customers who add products to their cart and leave without completing an order.
\n
Information: According to statistics, about 80 percent of customers abandon purchases for different reasons after adding items to their shopping carts. With Treepl abandoned cart recovery you can automatically email users after a cart or checkout is abandoned. And you have the ability to set the time when the email will be automatically sent. So you can stay in touch with your customers while they still remember your store and products. \n For logged-in users only.
Disallow enabling the extension on the site if its plan is lower than eCommerce
\n
This extension is only available for Ecommerce plan
\n
\n
2) Abandoned Cart Recovery extension not installed or subscription expired error message
\n
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
\n
\n
Show error message: “This action can't be performed: Abandoned Cart Recovery extension is disabled or expired for this site”
\n
\n
Likewise, if the Restore cart functionality is attempted:
\n
\n
Following the restore cart link\n
\n
redirect to the system page \"error-page\" and set error message to the liquid - this.ErrorMessage
\n
\n
\n
\n\n
3) Add shop settings for abandoned carts and improve current settings
\n
Add following setting to ‘eCommerce’ > ‘Settings’ > ‘Shop Settings’:
\n
\n
“Abandoned cart time in Hours” (number)\n
\n
4 (default)
\n
Default adjustment based on Shopping Cart Lifetime:\n
\n
if shopping cart lifetime is less than or equal to 4 AND greater than 1\n
\n
set Abandoned cart time to (shoppingCartLifetime minus 1) as default value
\n
\n
\n
if shopping cart lifetime is equal to 1\n
\n
set Abandoned cart time to 1 as default value
\n
\n
\n
if shopping cart lifetime is equal to 0\n
\n
set Abandoned cart time to 1 as default value
\n
set shopping cart lifetime=1
\n
\n
\n
\n
\n
allowed range between 1 and 876000
\n
\n
\n
\n
Logic:
\n
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):
\n
\n
Number of hours after latest update in the cart that determine shopping cart as Abandoned (should be always less or equal to the shopping cart lifetime)
\n
When shopping cart becomes Abandoned; create a history record (Shopping Cart Become Abandoned Recording). See “History Data” below.
\n
\n
Validation:
\n
\n
If Abandoned cart time is bigger than shopping cart lifetime, show Error Message “The abandoned cart time shouldn't be bigger than the shopping cart lifetime”
\n
If there is an enabled abandoned cart email notification which time is bigger than the shopping cart lifetime, show Error Message “There is at least one abandoned cart notification which time is bigger than the shopping cart lifetime”
\n
Update allowed range for Shopping Cart Lifetime (it should be in range between 1 and 876000)
disallow saving if there is no </body> tag in this email content OR the assigned email template (since this is required for the pixel image tracking). Show error message “Email content should contains <body></body> tag”
\n
disallow saving if there is no{{this.RestoreCartURL}}tag in the content. Show error message “Email content must contains{{this.RestoreCartURL}}liquid tag”
Send Email After Cart Abandonment Delay (in hrs) (numeric)\n
\n
allowed range between 1 and 876000
\n
number of hours should be less than eCommerce -> Settings -> Shop Settings -> Shopping Cart Lifetime In Hours. Else error message: “Abandoned cart notification can't be created outside of the shopping cart lifetime.”
\n
validate that selected number of hours is still not selected for another email. Else error message: “Abandoned cart notification for the selected delay is already exists”
Show but do not allow to change it from Admin UI and ignore changing on Backend
\n
\n
\n
Show module item URL field as inactive.\n
\n
Show but do not allow to change it from Admin UI and ignore changing on Backend\n
\n
on edit module item action from Admin UI
\n
on edit module item from frontend action
\n
\n
\n
\n
\n
Hide Detail Layout dropdown on add/edit module item form in admin UI\n
\n
preset \"Don't use\" value as default on backend on create item
\n
\n
\n
Do not add items of the module to the SITEMAP
\n
On Import process if creating a new item\n
\n
if there is a detail layout column and it's value is empty set ‘Don't use’ layout instead of the first existed detail layout of the module (like it works now and should work when ‘Disable detail layout’ is FALSE)
\n
\n
\n
\n\n
The logic of Detail layout \"Don't use\" logic improvement
\n
If module item has Detail layout property selected as \"Don't use\"
\n
\n
show 404 page content (with 404 status code) when accessing the item by URL
\n
Do not add such items to the SITEMAP
\n
\n
\n
\n
\n
\n\n
Module item rating
\n
\n
\n
1) Module item rating in the items list and detail forms (admin UI)
\n
Provide ability to add Item Rating column in module -> table setup to show rating in item list view
\n \n
Add new system property to Edit module item form
\n
\n
“Item Rating” (text)\n
\n
Always readonly
\n
if somehow value is posted via edit item endpoint, ignore value from request AND do NOT override value in DB (it should be calculated automatically once comments rating for this item are added edited or deleted)
\n
Value=Average rating posted via comments to this item (Approved ratings counted only)
\n
\n
\n
\n\n
2) New module item liquid property
\n
Add a new property to the module item (in liquid)
\n
\n
“Item_Rating” (numeric)\n
\n
Value=Average rating posted via comments to this item (Approved ratings counted only)
\n
\n
\n
\n\n
3) Searching logic
\n
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:
\n
\n
prop_Item_Rating_Min
\n
prop_Item_Rating_Max
\n
\n
4) Sorting logic
\n
Provide the ability to sort by ‘Item_Rating’ field in module component tag, eg:
NOTE: Provide backward compatibility so that{{siteinformation}}and{{si}}will still continue to work.
\n
3) Change \"Site information\" to \"Site Globals\" in OSE
\n
\n
\n
\n
\n\n
OSE Related Improvements
\n
\n
\n
\n
Change the page tab title to “Edit <Page name>'”
\n
If a multiline custom property or a Content system property contains <script, <style, {{, {% this property should be blocked for editing via OSE.
\n
If a multiline custom property or a Content system property contains blocks with a data attribute 'cms_ose_editable_text' all content from this block should be parsed into a separate WYSIWYG like a multiline custom property. A title for this section should be determined from a data attribute 'cms_ose_editable_text_title'. If this attribute is not found the title for this WYSIWYG should be constructed as follows: '<this property name> Text Block <index>'.
\n
If some page doesn't have custom modules for editing and this page can be edited, all editable properties should be shown by default on the toolbox.
\n
Add a javascript event trigger 'CMS_TriggerRefreshOSEItems' for a 'load more' function on the site frontend for a list of module items refreshing on the toolbox. This one should be triggered after AJAX.
E-commerce quoting option so that when order goes through the admin it can be edited, changed, 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.\n
Ability to add Item Rating column in module -> table setup and show rating in item list view. \nNew system property to Edit module item form, \nnew module item liquid property. \nAbility to search by Item_Rating property when using {% component type:\"module\", isSearchResult:\"true\"%} for searching. \nAbility to sort by Item_Rating field in {% component type:\"module\" …
If Disable detail layout is TRUE, make unreachable all module items URLs of the module. \nIf module item has Detail layout property selected as \"Don't use\", show 404 page content (with 404 status code) when accessing the item by …
When exporting the products to a CSV file (export table), include the full product URL’s rather than just the parent so products can be linked to their …
\"Site information\" block renaming to \"Site Globals\". Typical use-cases for Site Globals might be to store the company name, address, contacts, logo, etc. in one handy location and render that information throughout the site via …
v 6.7 Release date: 08 Jun. 2022
Full Release Notes
\n
BACKLOG
\n
\n
\n
\n
Feature flags changes (v6.7)
\n
\n
\n
Apply the following changes to feature flags:
\n
Move “Improved Custom Reporting” to internal section AND set enabled by default.
\n
\n
\n
\n
\n
Zapier Integration
\n
\n
\n
1) SSO oauth for zapier (+scopes)
\n
Add oAuth 2.0 APIs
\n
\n
Authorization
\n
Access Token Request
\n
Refresh Token Request
\n
\n
Retrieved Bearer token should get access to Treepl CMS APIs created specially for Zapier (for the site that should be determined by domain)
\n \n
Request Domain field on Zapier in order to retrieve access token to the particular site only
\n
2) Extension rule
\n
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
\n
\n
Title\n
\n
Zapier Integration (beta)
\n
\n
\n\n
Short Description\n
\n
Allows handling the connection between Treepl CMS and apps that Zapier supports.
\n
\n
\n\n
Information\n
\n
Triggers
(should be performed by Treepl once appropriate action is made in the CMS):
\n -New Module Item \n -Updated Module Item \n -New CRM Member \n -Updated CRM Member \n -New CRM Form Submission \n -Updated CRM Form Submission \n -New CRM Event Booking \n -Updated CRM Event Booking \n -New Order \n -Updated Order \n -New Gift Voucher \n -Updated Gift Voucher \n -Triggered Workflow
\n
Actions:
\n -Create Module Item \n -Update Module Item \n -Create CRM Member \n -Update CRM Member \n -Create CRM Form Submission \n -Update CRM Form Submission \n -Create CRM Event Booking \n -Update CRM Event Booking \n -Update Order Details \n -Create Gift Voucher \n -Update Gift Voucher
\n
Searches:
\n -Find Module Item \n -Find CRM Member \n -Find CRM Form Submission \n -Find CRM Event Booking \n -Find Order \n -Find Gift Voucher
CRM Member \n\n \n { \n \"Id\":1442, \n \"Email\":\"test@test.com\", \n \"FirstName\":\"Jhon\", \n \"LastName\":\"Doe\", \n \"Address\":\"\", \n \"City\":\"\", \n \"State\":\"\", \n \"ZipCode\":\"\", \n \"Country\":\"\", \n \"BillingAddress\":\"\", \n \"BillingCity\":\"\", \n \"BillingState\":\"\", \n \"BillingZipCode\":\"\", \n \"BillingCountry\":\"\", \n \"Site\":\"\", \n \"Phone\":\"123456789\", \n \"Status\":\"\", \n \"Notes\":\"\", \n \"Type\":\"Consumer\", \n \"CreatedDateTime\":\"2019-06-12T17:28:59.07\", \n \"UpdatedDateTime\":\"2020-08-07T06:56:27.713\", \n \"CrmType\":\"Member\", \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
\n\n
CRM Form Submission \n\n \n { \n \"Id\":1442, \n \"Form\":\"form_alias\", \n \"Email\":\"test@test.com\", \n \"FormField\":{ \n \" | My Field Name 1\":\"field Value 1\", \n \" | My Field Name 2\":\"field Value 2\" \n }, \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
\n\n
CRM Event Booking \n\n \n { \n \"Id\":1442, \n \"Form\":\"form_alias\", \n \"Email\":\"test@test.com\", \n \"ModuleItem\":123, \n \"Allocation\":1, \n \"FormField\":{ \n \" | My Field Name 1\":\"field Value 1\", \n \" | My Field Name 2\":\"field Value 2\" \n }, \n \"CrmGroup\":{ \n \" | My Group Name 1 | \":{ \n \"My Field Name 1.1\":\"field Value 1\", \n \"My Field Name 1.2\":\"field Value 2\" \n }, \n \" | My Group Name 2 | \":{ \n \"My Field Name 2.1\":\"field Value 1\", \n \"My Field Name 2.2\":\"field Value 2\" \n } \n } \n } \n
Public Triggers (should be performed by Treepl once appropriate action is made in the CMS):
\n
\n
New Module Item\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
Update Module Item\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
New CRM Member
\n
Updated CRM Member
\n
New CRM Form Submission\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
Updated CRM Form Submission\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
New CRM Event Booking\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
Updated CRM Event Booking\n
\n
Form Name [dropdown (multiple)]\n
\n
list of forms
\n
\n
\n
\n
\n\n
New Order
\n
Updated Order
\n
New Gift Voucher
\n
Updated Gift Voucher
\n
Triggered Workflow\n
\n
Workflow [dropdown (multiple)]
\n
\n
\n\n
New Comment\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n\n
Updated Comment\n
\n
Module [dropdown (multiple)]\n
\n
list of module names
\n
\n
\n
\n
\n
\n\n\n
4) Actions
\n
Once module item created/updated
\n
\n
add rollback with new source \"Zapier\"
\n
\n \n
Dropdowns in zapier forms
\n
\n
Secure Zone\n
\n
Value: SecureZoneId
\n
Display Name: SecureZoneName
\n
\n
\n\n
Country\n
\n
Value: CountryCode
\n
Display Name: CountryName
\n
\n
\n\n
Form\n
\n
Value: FormAlias
\n
Display Name: FormName
\n
\n
\n\n
Module\n
\n
Value: ModuleId
\n
Display Name: ModuleName
\n
\n
\n\n
ModuleItem\n
\n
Value: ModuleItemId
\n
Display Name: ModuleItemName
\n
\n
\n\n
ContactCRMType\n
\n
Value: TypeName (Consumer/Wholesaler)
\n
Display Name: TypeName (Consumer/Wholesaler)
\n
\n
\n\n
CRMRecord property\n
\n
Value: Email
\n
Display Name: Email
\n
\n
\n\n
Datasource property\n
\n
Value: ModuleItemId
\n
Display Name: ModuleItemName
\n
\n
\n\n
Tags property\n
\n
Value: TagName
\n
Display Name: TagName
\n
\n
\n\n
Categories property\n
\n
Value: CategoryFullName
\n
Display Name: CategoryFullName
\n
\n
\n\n
Template property\n
\n
Value: TemplateId
\n
Display Name: TemplateName
\n
\n
\n\n
Detail layout property\n
\n
Value: DetailLayoutId
\n
Display Name: DetailLayoutName
\n
\n
\n\n
Country/Currency\n
\n
Value: Country/Currency string
\n
Display Name: Country/Currency string
\n
\n
\n\n
Order Status\n
\n
Value: OrderStatusName
\n
Display Name: OrderStatusName
\n
\n
\n\n
Parents\n
\n
Value: -1 or ModuleItemId
\n
Display Name: / or Module Item Url
\n
\n
\n\n
Workflow\n
\n
Value: WorkflowId
\n
Display Name: WorkflowName
\n
\n
\n\n
Recurring Type\n
\n
Value: RecurringTypeName
\n
Display Name: RecurringTypeName
\n
\n
\n
\n\n \n
Public Actions (allows to create or edit items in Treepl performed by Zapier):
\n
\n
Create Module Item
\n
Update Module Item\n
\n
Module [dropdown REQUIRED]\n
\n
list of module names
\n
\n
\n
Item Name [string REQUIRED]
\n
URL Slug [string]
\n
Description [string (multiline)]
\n
System Fields (dynamic list of property names) \n Add an info block with the name of the group of fields (before listing of fields)\n
\n
Parents [dropdown (or dropdown multiple)]\n
\n
list of parent module items
\n
\n
\n\n
Template [dropdown]\n
\n
list of templates
\n
\n
\n\n
Detail Layout [dropdown]\n
\n
list of templates
\n
\n
\n\n
Enabled [boolean]
\n
Disable from site search [boolean]
\n
Release Date [date]
\n
Expiry Date [date]
\n
Weighting [string]
\n
Site Search Keywords [string]
\n
Added by [string]\n
\n
value is email
\n
if not found in CRM - skip this value
\n
\n
\n
Secure Zones [dropdown]\n
\n
list of secure zones
\n
adds an item to secure zones
\n
\n
\n\n
Tags [dropdown]\n
\n
list of module tags
\n
\n
\n\n
Categories [dropdown]\n
\n
flat list of categories (labels are path-like: \"/category/subcategory\")
\n
\n
\n\n
Author [dropdown]\n
\n
list of authors
\n
\n
\n
\n
\n\n\n
Event Fields (dynamic list of property names). \n Show these fields only if the selected module has \"Enable bookings == true\" in (Module details => advanced settings). \n Add an info block with the name of the group of fields (before listing of fields).\n
\n
Hide When Full [boolean]
\n
Allow Multiple Bookings Per Email [boolean]
\n
Capacity [number]
\n
Event Date Start [date]
\n
Event Date End [date]
\n
\n
\n\n
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Small Image [string]
\n
Large Image [string]
\n
On Sale [boolean]
\n
Is Gift Voucher [boolean]
\n
Product Weight [number]
\n
Product Width [number]
\n
Product Height [number]
\n
Product Depth [number]
\n
Enable Drop Shipping [boolean]
\n
Unit Type [string]
\n
Minimum Units [number]
\n
Maximum Units [number]
\n
Recurring Type [dropdown]\n
\n
list of recurring types
\n
\n
\n
Is Shippable [boolean]
\n
Is Downloadable [boolean]
\n
Number Of Possible Downloads [number]
\n
Supplier [string]
\n
\n
\n
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Custom Fields…
\n
\n
\n
\n
\n
Create CRM Member
\n
Update CRM Member\n
\n
First Name
\n
Last Name
\n
Email [REQUIRED]
\n
Address
\n
City
\n
State
\n
Zip
\n
Country [dropdown]\n
\n
list of countries
\n
\n
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type [dropdown]\n
\n
list of types
\n
\n
\n
Billing Address
\n
Billing City
\n
Billing State
\n
Billing Zip
\n
Billing Country [dropdown]\n
\n
list of countries
\n
\n
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Create CRM Form Submission
\n
Update CRM Form Submission\n
\n
Id [REQUIRED - for update form only]
\n
Email [REQUIRED - for update form only]
\n
Form Name [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n\n\n
Create CRM Event Booking
\n
Update CRM Event Booking\n
\n
Id [REQUIRED - for update form only]
\n
Email [REQUIRED - for update form only]
\n
Form Name [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n\n
Module [dropdown REQUIRED - for create form only]\n
\n
list of modules that have Enable Booking = true
\n
\n
\n\n
Module Item [dropdown REQUIRED - for create form only]\n
\n
list of forms
\n
\n
\n
Allocation [number (default = 1)]
\n
Form Fields (dynamic list of property names). List of all system and custom form fields. Add an info block with the name of the group of fields (before listing of fields)
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Update Order Details Base information update only\n
\n
Id [REQUIRED - for update form only]
\n
Order Details (group of fields listing all system order fields)\n
\n
Order Name [REQUIRED]
\n
Status [dropdown]\n
\n
list of statuses
\n
\n
\n
Invoice Number
\n
Invoice Date
\n
AWB Number
\n
Tracking URL
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip
\n
Shipping Country [dropdown]\n
\n
list of countries
\n
\n
\n
Order Details… Add an info block with the name of the group of fields (before listing of fields)
\n
\n
\n
Advanced Fields (dynamic list of property names). Each Zapier field should have the same type as advanced CRM group property. For each advanced CRM group add an info block with the Advanced CRM Group name - https://prnt.sc/kdChsqRILvXT\n
\n
Advanced Fields…
\n
\n
\n
\n
\n
Create Gift Voucher
\n
Update Gift Voucher\n
\n
Id [REQUIRED - for update form only]
\n
Name [string]
\n
Recipient Name [string]
\n
Recipient Email [string (email) REQUIRED]
\n
Recipient Message [string (multiline)]
\n
Country/Currency [dropdown]\n
\n
list of Country/Currency pairs available for the site
\n
\n
\n
Amount [number]
\n
Enabled [boolean]
\n
\n
\n\n\n
Create Comment
\n
Update Comment\n
\n
Id [REQUIRED - for update form only]
\n
Module Item Id
\n
Thread Id
\n
Parent Id
\n
First Name
\n
Last Name
\n
Email [REQUIRED]
\n
Rating
\n
Comment
\n
\n
\n
\n\n
5) Searches
\n
Public Searches Form:
\n
\n
Find Module Item\n\n\n
\n
Id
\n
Module [dropdown]\n
\n
list of module names
\n
\n
\n
Item Name [string]
\n
URL Slug [string]
\n
Description [string (multiline)]
\n
System Fields (dynamic list of property names). Add an info block with the name of the group of fields (before listing of fields).\n
\n
Parents [dropdown (or dropdown multiple)]\n
\n
list of parent module items
\n
\n
\n
Release Date [date]
\n
Expiry Date [date]
\n
Weighting [string]
\n
Added by [string]\n
\n
value is email
\n
if not found in CRM - skip this value
\n
\n
\n
Tags [dropdown]\n
\n
list of module tags
\n
\n
\n
Categories [dropdown]\n
\n
flat list of categories (labels are path-like: \"/category/subcategory\")
\n
\n
\n
Author [dropdown]\n
\n
list of authors
\n
\n
\n
\n
\n
Event Fields (dynamic list of property names). Show these fields only if selected module has Enable bookings == true in (Module details => advanced settings). Add an info block with the name of the group of fields (before listing of fields)\n
\n
Capacity [number]
\n
Event Date Start [date]
\n
Event Date End [date]
\n
\n
\n
Product Fields (dynamic list of property names). Show these fields only if the selected module is Product. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Small Image [string]
\n
Large Image [string]
\n
On Sale [boolean]
\n
Is Gift Voucher [boolean]
\n
Product Weight [number]
\n
Product Width [number]
\n
Product Height [number]
\n
Product Depth [number]
\n
Enable Drop Shipping [boolean]
\n
Unit Type [string]
\n
Minimum Units [number]
\n
Maximum Units [number]
\n
Recurring Type [dropdown]\n
\n
list of recurring types
\n
\n
\n
Is Shippable [boolean]
\n
Is Downloadable [boolean]
\n
Number Of Possible Downloads [number]
\n
Supplier [string]
\n
\n
\n
Custom fields (dynamic list of property names). Each Zapier field should have the same type as the module property. Add an info block with the name of the group of fields (before listing of fields)\n
\n
Custom Fields…
\n
\n
\n
\n\n
\n
Find CRM Member\n
\n
Id
\n
First name
\n
Last Name
\n
Email
\n
Address
\n
City
\n
State
\n
Zip
\n
Country [dropdown]\n
\n
list of countries
\n
\n
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type [dropdown]\n
\n
list of types
\n
\n
\n
Billing Address
\n
Billing City
\n
Billing State
\n
Billing Zip
\n
Billing Country [dropdown]\n
\n
list of countries
\n
\n
\n
\n
\n
Find CRM Form Submission\n
\n
Id
\n
Form Name [dropdown]\n
\n
list of forms
\n
\n
\n
Email
\n
\n
\n
Find CRM Event Booking\n
\n
Id
\n
Form Name [dropdown]\n
\n
list of forms
\n
\n
\n
Email
\n
\n
\n
Find Order\n
\n
Id
\n
Email
\n
Order Name
\n
Status [dropdown]\n
\n
list of statuses
\n
\n
\n
Invoice Number
\n
Invoice Date
\n
AWB Number
\n
Tracking URL
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip
\n
Shipping Country [dropdown]\n
\n
list of countries
\n
\n
\n
\n
\n
Find Gift Voucher\n
\n
Id
\n
Name [string]
\n
Recipient Name
\n
Recipient Email
\n
Recipient Message [string (multiline)]
\n
Country/Currency [dropdown]\n
\n
list of Country/Currency pairs available for the site
\n
\n
\n
Amount [number]
\n
\n
\n
Find Comment\n
\n
Id
\n
Module Item Id
\n
Email
\n
Rating
\n
Comment
\n
\n
\n
Find Workflow\n
\n
Id
\n
Name
\n
\n
\n
\n\n
6) Restrictions
\n
Do not allow to process triggers, actions and searches if zapier extension is disabled for the site
Fields that should be added to the form layout are:
\n
\n
Shipping Address
\n
Payment_ShippingAddress (Shipping Address)
\n
Payment_ShippingCity (Shipping City)
\n
Payment_ShippingState (Shipping State)
\n
Payment_ShippingZipCode (Shipping ZIP Code)
\n
Payment_ShippingCountry (Shipping Country)
\n
\n
\n
\n
\n
Billing Address
\n
Payment_BillingAddress (Billing Address)
\n
Payment_BillingCity (Billing City)
\n
Payment_BillingState (Billing State)
\n
Payment_BillingZipCode (Billing ZIP Code)
\n
Payment_BillingCountry (Billing Country)
\n
\n
\n
\n
Both fields can be marked as required. And once marked as required - all fields inside the group become required (address, city, zip etc) and vice-versa.
\n
2) Form submission flow
\n
When such a form is submitted - add ‘Shipping Address’ and ‘Billing Address’ data to the CRM Order object (like it works previously for Shipping Address fields)
\n \n
NOTE:
\n
\n
For backward compatibility - use value of the ‘formData.Zip_Code’ as value for shipping zip code as well as the value of ‘formData.Payment_ShippingZipCode’
\n
if both occurred in the ‘formData’ then use ‘formData.Payment_ShippingZipCode’
\n
\n
\n
For backward compatibility - always check if Shipping fields are present in ‘formData’ even if they are not selected on the form builder.
\n
Do not use value of ‘Payment_ShippingCountry’ on form (type “checkout”). Use value of the selected shipping country from the shopping cart.
\n
\n
3) Attach billing and shipping address fields to appropriate CRM entities
\n
\n
Add ‘billing address’ fields to the ‘contact’ entity
\n
migrate data from contact address to contact billing address
\n
setup payment logic to take the address from the contact billing address field instead of the contact address field
\n
if the billing address field is empty - use the contact address fields
\n
\n
\n
\n
\n
Add ‘shipping address’ fields to the ‘order’ entity
\n
\n
4) Update the billing address from the payment gateway
\n
\n
When changes to the billing address come from payment providers update ‘contact billing address’ fields instead of ‘contact address’ fields
\n
\n
5) Liquid output
\n
\n
Add the following properties to the ‘contact’ liquid object
\n
BillingAddress
\n
BillingCity
\n
BillingState
\n
BillingZipCode
\n
BillingCountry
\n
\n
\n
\n
\n
Contact liquid object occurrence
\n
{{request.currentmember}}
\n
item from {% component type: \"CRMContacts\" %}
\n
{{ this.member }} on system pages
\n
{{ this.member }} on system emails
\n
{{ this.member }} on autoresponder emails
\n
on form submission
\n
on create module item submission
\n
\n
\n
{{ this.member }} on workflow and follow-up emails
\n
\n
\n
\n
6) Add these fields to Import/Export processes
\n
\n
add billing address fields to contact import/export
\n
add shipping address to order import/export
\n
\n
7) Restore to default \"checkout\" form upgrade
\n
\n
Remove adding hard-coded shipping fields to the HTML layout of the form with the type \"checkout\" when clicking \"restore to default\" on form layout
\n
\n
\n
\n
\n
\n
Alphabetised Related Products list
\n
\n
\n
Original description:
\n
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.
\n
This means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.
\n
This needs to be alphabetised based on the name of the product as well as have a search function so you can quickly locate the correct product to add.
\n \n
Improvement:
\n
Both alphabetical list and search fields added to Related Products UI.
Allow the capture of user input data (text) against a purchased product.
\n
New Attribute type
\n
\n
User Input field
\n
\n
Output via liquid
\n
\n
Add new attribute type to ‘item_attributes’ liquid component.
\n
Should be output as a text input on the default attributes layout.
\n
Add it to the orderline of ‘order’ and ‘shopping cart’ object (the same as any other attribute data)
\n
\n
Advanced Logic of the attribute type
\n
\n
If a product with User Input attribute is added to cart more than once, unique text input should specify unique orderline (order, shopping cart), as opposed to adding an additional quality to the same product orderline.
\n
\n
Product Import/Export
\n
Output value via Export function and apply value via an Import
1) Add new properties to the Settings -> Misc => Recaptcha Settings group (under Recaptcha Version field)
\n
\n
reCAPTCHA v2 Site Key
\n
reCAPTCHA v2 Secret Key
\n
reCAPTCHA v3 Site Key
\n
reCAPTCHA v3 Secret Key
\n
\n
All of these fields should be empty by default
\n
2) Rename incorrect reCAPTCHA labels
\n
\n
Rename all ‘Recaptcha’ labels in admin to ‘reCAPTCHA’
\n
\n
3) Add the reCaptcha property to the ‘this’ object of the form:
\n
\n
{{this.recaptcha_sitekey}}
\n
the value should be determined based on what reCaptcha is added to the form.
\n
If no reCaptcha is added to the form - set null
\n
\n
\n
\n
Use Settings -> Misc => reCAPTCHA Settings group fields to retrieve keys for the object.
\n
\n
If reCAPTCHA v2 Site Key, reCAPTCHA v3 Site Key are empty - use our system keys
\n
\n
4) Add property ‘system_recaptcha_sitekey’ property to the ‘request’ liquid object which renders the key as saved above or the system key if no custom key is available:
\n
\n
{{request.system_recaptcha_sitekey}}
\n
\n \n
5) Replace reCAPTCHA key instances for the following:
\n
\n
all web form layouts
\n
default form layouts (when generated by restore to default request)
\n
system form layouts (when generated by toolbox request)
\n
System pages
\n
401
\n
reset-password
\n
request-reset-password
\n
\n
\n
System pages default layouts (when generated by restore to default request)
\n
401
\n
reset-password
\n
request-reset-password
\n
\n
\n
CMS ‘Add scripts to head’ functionality (for Google reCAPTCHA API)
\n
\n
6) Change reCaptcha validation logic to use the secret key and site key stored in Settings -> Misc => reCAPTCHA Settings (or system keys if null)
1) Create a new Settings section on a module settings page
\n
Called “Follow Up Emails” which includes the option:
\n
\n
Enable Follow-Up Emails (checkbox) - preset to ‘true’ for Events module
\n
\n
Show section only if “Module” > “Advanced Settings” > “Enable bookings” is true.
\n
2) Create a new tab \"DEFAULT FOLLOW-UP EMAILS\" on a module edit page
\n
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
\n
Content:
\n
\n
List of default follow-up emails
\n
ability to add new default follow-up email
\n
ability to edit and delete default follow up email
Show saved field alias if field doesn't exist any more (but alias is saved for a follow-up)
\n
\n
3) Create a new tab \"CUSTOM FOLLOW-UP EMAILS\" on a module item edit page
\n
\n
Display only if the module has ‘Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true AND if ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true.
\n
\n
Content
\n
\n
“Send only custom follow-up emails” (checkbox)
\n
When enabled, allow to add/edit/delete custom follow-up emails
Date Field (dropdown) - list of module item date fields
\n
system fields:
\n
Release Date
\n
Expiration Date
\n
Event Date Start
\n
Event Date End
\n
\n
\n
custom fields (display name is the name of the custom field)
\n
\n
\n
on edit
\n
do not allow to save follow-up if Date Field is empty (only set field to be empty if the saved alias belongs to the date field that doesn't exist anymore)
\n
\n
\n
\n
\n
\n
6) Follow-Up Email sending logic
\n \n
If the module has’Follow Up Emails’ -> ‘Enable Follow-Up Emails’ setting set to ‘true’ AND ‘Module’ -> ‘Advanced Settings’ -> ‘Enable bookings’ is true
\n
\n
Schedule sending follow-up emails for each module item (for each subscriber to this module item) based on the selected date field:
\n
For module items that have ‘Send only custom follow-up emails’ = true
\n
send only custom follow-up emails
\n
if there are no custom follow-up emails in the list - no email will be sent for this module item
\n
\n
\n
\n
\n
For module items that have ‘Send only custom follow-up emails’ = false
\n
send only default follow-up emails
\n
\n
\n
\n
\n
\n
7) Email liquid
\n
‘this’ object should contain the following properties:
\n
\n
item
\n
object that contains same fields as item from component type module (including event fields)
\n
\n
\n
member
\n
module item subscriber
\n
\n
\n
\n
8) Site Plan Restrictions
\n
Allow view and use of ‘Follow Up Emails’ on module settings if site plan is PRO or higher
\n
Hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view if site plan is lower than BUSINESS
\n
If site's plan is ESSENTIAL
\n
\n
disallow sending followup emails
\n
if plan will be restored to BUSINESS or higher all follow-up emails that wasn't sent while site plan was ESSENTIAL should NOT be sent after plan upgrade
\n
\n
9) Admin User Role permissions
\n
Ability to enable/disable Default and custom followup emails should be managed by ‘Can Edit Basic Module Settings’ module's restriction
\n \n
Add following admin user role permissions:
\n
\n
Emails
\n
Can View
\n
if disabled; hide 'Email Notifications' -> 'Emails' menu item and do not allow to open 'Email Notifications' -> 'Emails' page
\n
\n
\n
\n
\n
Follow-ups
\n
Can View
\n
if disabled; hide DEFAULT FOLLOW-UP EMAILS on module view and CUSTOM FOLLOW-UP EMAILS tab on module item view
\n
\n
\n
Can Add
\n
Can Edit
\n
Can Delete
\n
these 3 restriction above should allow to view ‘add’, ‘edit’ and ‘delete’ buttons on DEFAULT and CUSTOM follow-ups pages
\n
\n
\n
\n
\n
Follow-up Emails
\n
Can View
\n
allows to see ‘Follow-up Emails’ tab on mail ‘Notifications’ -> ‘Emails’ page
\n
\n
\n
Can Add
\n
allows to show ‘add’ button on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
\n
allows to show ‘Add new follow-up email’ button on create follow-up form
\n
\n
\n
Can Edit
\n
Can Delete
\n
these 2 restriction above should allow to view ‘edit’ and ‘delete’ buttons on 'Email Notifications' -> 'Emails' page (tab ‘Follow-up Emails’)
\n
\n
\n
\n
\n
\n
On create new admin user role
\n
\n
set all permissions above to true by default
\n
\n
For all existed admin user roles
\n
\n
All permissions above should be false
\n
On update from v6.5 to v6.6
\n
Add to all existing admin user roles following permissions with preset value
\n
‘Emails’ -> ‘Can View’ with value TRUE if
\n
current user role permission has ‘Workflow Emails’ -> ‘Can View’ == true
\n
\n
\n
\n
\n
\n
10) Duplicating module item logic
\n
Duplicate ‘Send only custom follow-up emails’ checkbox when duplicating the module item
\n \n
Duplicate ‘Custom follow-ups’ when duplicating the module item
If item or custom module has expiry date and those modules expire - they should disappear from site map.
\n
\n
\n
\n
\n
Sitemap and robots.txt
\n
\n
\n
If there is no robot.txt file or it is there but empty, paste it there:
\n \n User-agent:* \n Disallow: \n \n Sitemap: link to sitemap as it is now\n \n
otherwise, we do not update the robots.txt file at all
\n
in this way, we will pre-install default settings on all new sites - and if the file is not empty, then we consider that it is already customized and we do not touch it
\n
and if they want to reset to default - let them delete the file or make it empty
The ability to send a custom email to the subscriber with information about the event they had purchased and anniversary emails to subscribers based on the course date ie. -3, +3 so you can easily remind participants of the event and then request feedback about it. And being able to download a report of all event …
Currently, the Liquid {{order}} object is accessible only in the system Invoice layout.\n
\nIf possible, requesting this be made generally available - the same as the other form submission related objects: {{formSubmissionData}}, {{workflow}} and {{member}}.\n
\nie: in the forms autoresponder fields, workflow notification email fields and the forms JSON response/confirmation page (system or custom …
Request for BC Equivalent Functionality - The ability to add a user-input field to a product listing to capture details specific to that product. For example - embroidery on a shirt, message on flowers or icing on a cake etc.\n
\nThis is functionality that BC provided and appears to be common in eCommerce solutions, it would be great to be able …
Currently the ‘related products’ for any product are not listed in alphabetical order and there is no search field.\n
\nThis means you have to try to locate the product you want by scrolling through a random list of products, to try and find the right product to add as ‘related’.\n
\nThis needs to be alphabetised based on the name of the product …
The ability to show thumbnail in Custom Module table.\n\nWhere a Custom Module has an Item Property>Custom Property that is type Media.\nIn that Custom Module’s > Table of items can we add the option to show a thumbnail of the actual image as well as the current option to show its …
Opening up the API for authorised access to site data would really enhance the already excellent functions available within each site. \nIt could allow access to site data for external software, programs and other websites and I believe would increase the appeal of the platform.\n
\nCurrent phase API's:\n \n1) AUTH \n- Retrieve access token \n \n2) CRM ORDERS \n- [GET] Get Orders List \n- [GET] Get Single …
Currently, the system will allow for a report on Customers and Orders, which can be filtered by Product, however, the results display ALL of the customer’s products in the order that contains the product that you’re filtering by. \nWhat we really need to is to be able to see all customers who purchased a specific product – but without displaying …
Custom Reports would be generated significantly faster than before. \nImproved Custom Reporting would be available through feature flag (disabled by default). \nYou need to enable it manually for each site if you want to experience the …
Show button only; if an extension is installed and if an extension has settings
\n
\n
\n
\n\n
Allow Portal Users to get full access to the ‘Extensions’ tab (like Agency user has)
\n
\n
\n
\n
\n
Extension: Website Backup
\n
\n
\n
Add new extension to the list of current extensions:
\n
\n
Website Backup (beta)
\n
Short Description: Manage your site backups (schedule, restore, etc.)
\n
Information: Manage your complete site backups (manual, automated schedule, restore, etc.) and enable item rollback capabilities for Content Templates, Pages and other Modules
\n
\n
Pricing is free during the beta period
\n
Note: Backup extension is only available for sites running v6.4 or higher
Once Restore backup process is triggered, show confirmation window with the following text and buttons: “Your current version of the site will be restored to the backup version. Please make sure you have made a backup of the site before starting the restoration if this data is important for you.”
Ok | Cancel
\n \n
If clicked Ok:
\n
\n
check if site is live or trial\n
\n
if trial - check if site plan is lower than plan of the backup\n
\n
if site plan is lower than in backup - upgrade site plan to the one from backup\n
\n
Show loader with progress
\n
Disable all backups (show in gray and hide action buttons)
\n
Check if reseller from the backup is the same as the current site's reseller\n
\n
if true\n
\n
Show loader with progress
\n
Disable all backups (show in gray and hide action buttons)
\n
\n
\n
If false\n
\n
Show error popup: “You cannot restore a site from the backup due to permissions issue.”
\n
\n
\n
\n
\n
restore\n
\n
Custom Icons for admin menu
\n
Appdata -> Custom Admin Menu json file
\n
FTP files and folders
\n
DB
\n
\n
\n
restart site
\n
remove loaders and enable all backups
\n
\n
\n
\n
\n
\n
\n
\n\n \n
Actions and buttons:
\n
\n
Cancel backup restoring\n
\n
shows confirm message before perform the action: “Are you sure you want to cancel the restore backup process”
shows confirm message before performing the action: “Are you sure you want to cancel the upload backup process”
\n
\n
\n
\n\n \n
Error message when there is not enough storage for uploaded backup file: “You've run out of storage for the backups. Please upgrade your storage.”
\n \n
Backup logic
\n
1) Steps
\n
\n
Backup\n
\n
DB
\n
FTP files and folders
\n
Appdata -> Custom Admin Menu JSON file
\n
Custom Icons for admin menu
\n
\n
\n
Store them to the encrypted file with the name\n
\n
{siteSubdomain}-{datetime}.seed
\n
\n
\n
Update progress on each step
\n
\n\n \n
2) Exceptions flows
\n
\n
Backup file size is greater than available storage\n
\n
Based on the value of ‘Behavior On Low Storage’\n
\n
Email me and skip new\n
\n
Delete attempted backup files
\n
Send “Low Storage Email” system email to reseller
\n
\n
\n
Remove oldest and create new\n
\n
if Backup file size is greater than full storage limit\n
\n
Show message: “You've run out of storage for the backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.”
\n
Follow ‘Email me and skip new’ flow
\n
\n
\n
else\n
\n
Get list of backups in order: createDate DESC
\n
Delete backups starting from the first in the list until there will be enough space to store the backup
\n
\n
\n
\n
\n
\n
\n
\n
\n
Only one backup or restore process is allowed for the same time. Show error message if trying to perform backup or restore once another process is working: “Only one backup or restoration process is allowed for the site at a time. Please wait until the current process is finished or cancel it and try again.”
\n
\n\n \n
Low Treepl Storage Email:
\n
Send to
\n
\n
{ResellerEmail}
\n
\n
Subject
\n
\n
You've run out of storage for the {site_name} backups.
\n
\n
Content
\n
\n
You've run out of storage for the {site_name} backups. Your backup request has been cancelled. Please upgrade your storage and launch a new backup request.
Upgrade
\n
\n
Logic
\n
\n
“Upgrade” button will lead to the ‘Portal’ -> ‘Site’ -> ‘Extensions’ -> ‘Website Backup’ settings page
\n
\n
Treepl Storage
\n
Setup S3 bucket storage for all backups of Treepl storage.
\n
Setup it on the same DC where the Treepl portal is located.
\n
Setup 1GB of storage by default.
\n \n
Extension uninstall behaviour
\n
Do not delete all backup data stored on Treepl storage if partner clicks uninstall backup extension.
\n
So if the extension is reinstalled at a later time - all previous backups would still be available.
\n \n
\n
\n
\n
\n
Page Rollback Option
\n
\n
\n
0) Store files for downloadable products on FTP
\n
Move all current files for all products to ftp folder \"/_downloadable_products\", with file path using the folwing format: “/{productId}/{filename}.{fileext}”
\n
\n
New files stored in folder \"/_downloadable_products\" on product saving using the above file path format.
\n
Deny access by URL to any file in this folder (show 404 page not found)
\n
When new file is uploaded - do not delete previous file from the folder. So if you apply rollback to the version where another file was set, you can restore access to it.
\n
\n
1) Rollback setting in module settings
\n
Create new collapsable section in module settings titled “Extension Settings” which provides the ability to enable rollback options in the module.
\n \n
NOTE: Rollback is enabled by default for ‘Page’ module and ‘Content Templates’ for all site plans regardless of the Backup extension being installed or not.
Rollback options are only provided for the site if the Backup extension is installed and is not expired - except for ‘Pages’ and ‘Content Templates’ which have rollback turned on by default.
\n
3) Rollback listing on Items and Content Templates
Show Confirmation popup: “This version will now be loaded for previewing where you will have the option to 'Restore' the changes.”\n
\n
clicking on ‘Restore’ rollback button:\n
\n
Will preset edit form by the values from the rollback record (omitting values that could not be restored. If the property type is not the same as in the rollback - set empty value to the property)
\n
change name of the Save button to Restore
\n
This action requires user to click Restore in order to finalize restoring process
\n
Show warning messages near fields that are not restored correctly
\n
\n
\n
\n
\n
\n
\n
\n\n \n
When clicking ‘Delete’ rollback button:
\n
\n
Delete rollback record from DB
\n
Restrict Delete operation for all admin users except Partners. If user with another role triggers Delete rollback action, show message: “You don't have permission to perform this action”
\n
\n
7) Permissions
\n
Add permissions to the following modules:
\n
\n
Each Custom module permissions group
\n
Default Custom Module permissions group
\n
Page permissions group
\n
Content Template permissions group
\n
Blogs permissions group
\n
Blog Posts permissions group
\n
Banner Groups permissions group
\n
Banners permissions group
\n
Galleries/Sliders permissions group
\n
Slides permissions group
\n
FAQ Groups permissions group
\n
FAQ Questions permissions group
\n
Authors permissions group
\n
Products permissions group
\n
Catalogs permissions group
\n
Events Group permissions group
\n
Event permissions group
\n
\n \n
Restrictions:
\n
\n
Can View And Manage Rollback History, if restriction is disabled:\n
\n
do not show history button on item edit form in admin [UI]
\n
block get history api endpoint [BE]
\n
\n
\n
Can Enable/Disable Rollback On Module Settings, if restriction is disabled:\n
\n
Hide Enable Rollback checkbox on module settings [UI]
\n
Skip saving new value of Enable Rollback checkbox on editing module settings [BE]
Add Page for domain redirects management under ‘Settings’ -> ‘Domains’ -> ‘Domain Redirects’ tab ( https://invis.io/TQ11WXQDKYE4 )
\n
Logic is the same as for the portal
\n \n \n
Add/edit redirect form
\n
\n
From URL (dropdown) {list of all existing domains for the site, including www versions if existed}
\n
To URL (dropdown) {list of all existing domains for the site, including www versions if existed, except domain selected in From URL}
\n
Enabled (boolean) determines if redirect should be applied to the site or not
\n
\n
Add/edit redirect form logic
\n
\n
Add js that will exclude a domain from ‘To URL’ each time ‘From URL’ is changed
\n
In order to apply redirects, the user needs to click ‘Apply’ button under the list of redirects. Otherwise, all changes will be lost once the user leaves the page\n
\n
Show standard warning message if a user made any changes and go out of the tab without clicking ‘Apply’
\n
\n
\n
Once clicked ‘Apply’:\n
\n
Show confirmation popup with text: “Please note that we'll need to restart the site in order to apply the changes. The site will be unavailable for a few minutes right after the restart. Do not refresh the page, this will result in the\"service unavailable\" error.”
\n
If clicked OK - show full page locking loader and wait until the site will be reloaded. Then hide loader
Add sending form workflows after retrieving successful payment webhook (missing workflow logic for payment forms that redirects to payment site after submit)
\n \n
\n
Use Cases\n
\n
Payment method = PayPal
\n
Stripe 3D secure
\n
\n
\n
Logic\n
\n
if Form Submission Data contains customWorkflows field\n
\n
take a list of workflow ids from it
\n
\n
\n
else\n
\n
take a list of workflows attached to the form in the settings tab
\n
\n
\n
\n
\n
\n\n
\n
\n \n
\n
BUG FIXES
\n
\n \n
\n
\n
In SEO tab - SEO priority change after every saving
Extra add-on that allows performing scheduled automatic backups of FTP files and database of the site saving it to an archive that can be stored locally or within a 3rd party storage service (Dropbox, Google Drive, …
Import Product (for new products only AND if Enable Shipping column is not specified in the file)
\n
\n
\n
\n
\n
\n
Send Invoice number to payment provider
\n
\n
\n
On Payment Form submit after successful validation:
\n
\n
If current shoppingCart.invoiceNumber == null
\n
Generate invoiceNumber
\n
Set invoiceNumber to the shoppingCart.invoiceNumber
\n
Set shoppingCart.invoiceNumber to payment data of the payment providers:\n
\n
Eway
\n
Authorize
\n
PayPal Flow (simple payment)
\n
Stripe (in metadata)
\n
\n
\n
\n\n
\n
\n
\n
\n
Recurring products + canceling subscriptions for recurring product
\n
\n
\n
Reworked recurring models so they all work the same:
\n
\n
StripeWebHook\n
\n
+ Stripe Customer Portal
\n
\n
\n
PayPalWebHook
\n
AuthorizeWebHook
\n
Create Subscriptions\n
\n
RecurringForms
\n
Products
\n
Events
\n
New form type handler\n
\n
+ Discount/GiftVoucher logic
\n
\n
\n
\n
\n
\n\n\n
Original Request
\n
Ability to create products with recurring subscription.
\n
It will operate in a similar way it did in BC.
\n
0) Fix logic for forms that are NOT type \"Generic\" that have recurring secure zone/s attached
\n
Add new validation rule on form submission handler:
\n
\n
If form type is NOT \"Generic\" AND any of the secure zones attached to the form are recurring\n
\n
Return error with message: Recurring secure zone subscription is not allowed for the \"{formTypeAlias}\" form type
\n
\n
\n
\n\n
Add new validation rule on form edit action (tab settings) in the admin:
\n
\n
If form type is NOT \"Generic\" AND any of the secure zone attached to the form are recurring\n
\n
Return error with message \"{formTypeAlias}\" form type is not allowed for the form that has recurring secure zones subscriptions assigned.
\n
\n
\n
\n\n
\n
If form type is NOT \"Generic\"\n
\n
Show all non-recurring secure zones AND any already selected secure zones (even if they are recurring secure zones)
\n
\n
\n
\n\n
1) Shopping cart recurring rules
\n
Add validation for ‘add to cart’ and ‘buy now’ functions
\n
\n
All products in the shopping cart should have the same recurring type
\n
allow only products with the same recurring type to be added to the shopping cart. (This restriction should be applied because token payments don't allow creating multiple subscriptions for different recurring periods using one single payment token)
\n
\n
2) Recurring Orders
\n
Once recurring order is created - mark it as “Main”
\n \n
All orders that will be created by recurring payments for future payment cycles should be marked as “Suborder”. Link this order to the “Main” order.
\n \n
Design for displaying “Main” and “Suborders” in the order list:
Add new properties to the order object in liquid:\n
\n
`mainOrderId` (int)\n
\n
Tag output: {{order.mainOrderId}}
\n
Description: instance id of the main order if current order is a recurring sub order\n
\n
if order has NO recurring subscriptions or the order is Main in recurring order sequence\n
\n
null
\n
\n
\n
else\n
\n
id of the main order
\n
\n
\n
\n
\n
\n
\n
`isRecurring` (boolean)\n
\n
Tag output: {{order.isRecurring}}
\n
Description: true if order has attached recurring subscription
\n
\n
\n
`hasActiveSubscription` (boolean)\n
\n
Tag output: {{order.hasActiveSubscription}}
\n
Description: true if order has attached recurring subscription AND it's state is Active, PastDue or Incomplete
\n
\n
\n
\n
\n
[UI] Add \"Cancel Subscription Form\" to \"CRM\" toolbox menu (Show starting Pro plan)\n
\n
Code Generated: {% if order.hasActiveSubscription %}
<form action=\"/public/api/subscriptions/{{order.id}}/cancel-subscription\" method=\"post\" onsubmit=\"return confirm('Are you sure you want to cancel this subscription?')\"><input type=\"submit\" value=\"Cancel Subscription\"></form>
{% endif %}
\n
\n
\n\n
if the form is submitted by a user who is not logged in \n
\n
show system error-page. With message: Not logged in users are not allowed to cancel subscriptions
\n
\n
\n\n
if the form is submitted by a user that doesn't belong to the subscription\n
\n
show system error-page. With message: You can't cancel the subscription that wasn't created by you
\n
\n
\n
\n\n\n\n\n\n\n
After cancelling a subscription:
\n
\n
Still show main order and sub orders on “order” > “suborder” tab
\n
do not show cancel subscription button
\n
\n
4) Recurring Events
\n
Add ability to create recurring event subscriptions.
\n
\n
add system field “Recurring Type” to the event system fields list (same field that is used for secure zones)
\n
once payment is made using ‘SingeItem’ form linked to the event with “Recurring Type” not equal to None\n
\n
create recurring subscription order using event price and period selected in Recurring Type
\n
\n
\n
On event delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
\n
\n
5) Recurring Generic Forms
\n
\n
Create a new form type for general recurring payment\n
\n
“Recurring” (for general forms with arbitrary recurring payment collection)
\n
\n
\n
Only show and allow recurring secure zones via form’s Settings -> Secure Zones dropdown
\n
add “Recurring Type” setting on Form -> Form Builder tab.\n
\n
Do NOT show “None” option for Recurring Type
\n
[UI] Show “Recurring Type” only if selected form type is “Recurring” (for both: create and edit form layouts)
\n
\n
\n
On Create form action\n
\n
if Form Type is Recurring\n
\n
Automatically add \"Accept Payment\" field to the form
\n
If Recurring Type accidentally comes as NULL or None\n
\n
Set ‘Daily’ by default
\n
\n
\n
\n
\n
\n
\n
On Edit form action (Form Builder tab)\n
\n
if Form Type is Recurring\n
\n
If the \"Accept Payment\" field is not selected on the form builder - show an error: Recurring form can't be saved without the \"Accept Payment\" field
\n
If the \"Email\" field is not selected on the form builder - show an error: Recurring form can't be saved without the \"Email\" field
\n
\n
\n
\n
\n
on Recurring from submitting (accident cases that should be prevented by the logic described above but still may happen due to unexpected errors)\n
\n
if Recurring Type is (NOT equal to None AND is NOT NULL)\n
\n
create recurring subscription order using form price and period selected in Recurring Type
\n
\n
\n
else - show error message: Recurring form can't be submitted without the \"Recurring Type\" field
\n
if the \"Accept Payment\" field is not selected on the form - show an error message: Recurring form can't be submitted without the \"Accept Payment\" field
\n
\n
\n
\n\n\n\n
6) Recurring Product
\n
\n
Change “Recurring Type” property options to be the same as for secure zones
\n
Show error on checkout submit if products with different Recurring Types are added to the shopping cart: Recurring type [typeName] is not allowed for the current payment: gateway
\n
create recurring subscription order using product price and period selected in Recurring Type
\n
On product delete action - if it has active recurring subscriptions - show an error message: The item with active recurring subscriptions can't be deleted
\n
\n
7) Submitting form with recurring payment error cases
\n
\n
On form with recurring payment submit\n
\n
If PaymentMethod is CreditCard OR Paypal\n
\n
if PaymentMethod is FREE AND totalPrice after discount is 0 AND discount applies for ALL recurring payments\n
\n
proceed request and create order
\n
\n
\n
else
\n
\n
\n
Show validation error:\n
\n
This payment type is not allowed for the recurring subscription
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n
\n
\n
\n
\n
OSE (Nice)
\n
\n
\n
UI
\n
\n
add new Froala WYSIWYG editor
\n
remove jQuery dependency from nice frontend implementation
\n
\n
BE
\n
\n
Add Nice content wrapping logic (like it was in v5)
\n
Add simple text blocks wrapping logic (like it was in v5)
\n
Add Nice scope collection and output via js for frontend scripts
\n
\n
\n
\n
\n
\n
CRM contact ‘States’ improvements
\n
\n
\n
Add new Secure Zone verification setting to:
\n
\n
Settings -> Misc -> CRM Settings ️\n
\n
Enable email verification flow (Default = true)
\n
When false: ️\n
\n
Do not send (or require) a verification email for secure zone subscriptions
\n
On login - do not show validation error if isEmailVerified property of the member is false and just log the user in
\n
\n
\n
\n
\n
\n\n\n
Improve Secure Zone registration logic️:
\n
\n
If a user submits registration form with correct email and password (or if EnableEmailVerificationFlow=false AND if is first registration form submit): ️\n
\n
automatically log user in if isEmailVerified=true or EnableEmailVerificationFlow=false
\n
\n
\n
\n\n
Edit Account form - change email address
\n
\n
When member changes email address - create internal request for new email ️
\n
Validate if new email is not used ️\n
\n
if used - return false result
\n
\n
\n
If Enable email verification flow == true ️\n
\n
Set new email to desiredEmail property of the contact record
\n
Send verification email ️
\n
If verified ️\n
\n
replace email with desiredEmail value
\n
\n
\n
Else ️\n
\n
allow login under old email until confirmed
\n
\n
\n
\n
\n
else ️\n
\n
replace email with desiredEmail value
\n
\n
\n
\n\n\n\n\n\n
CRM contacts ‘states’ indicator ️
\n
Ability to see state of the CRM contact ️
\n
\n
CRM contact crmType=Contact (no icon)
\n
CRM contact crmType=Member AND isEmailVerified=true (blue icon)
\n
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=false (blue icon)
\n
CRM contact crmType=Member AND isEmailVerified=false AND EnableEmailVerificationFlow=true (grey icon)
Update CRM Contact data scopes improvements and refactoring
\n
\n
\n
Update CRM Contact data scopes improvements
\n
Refactor the CRM contact update function based on the following existing update scopes:
\n \n
Update CRM contact from Admin UI Scope\n \n
Allow editing if\n \n
User is logged in into Admin UI via admin login form
\n \n
\n
Disallow editing following fields\n \n
IsDataUsingAllowed
\n \n
\n \n
\n
Update Account Form Scope\n \n
Allow editing if\n \n
User is logged in via site login form
\n \n
\n
Disallow editing following fields\n \n
Role
\n \n
\n \n
\n
Update CRM Contact Form Scope (form rendered by {% component type:\"member_update_form\" %})\n \n
Allow editing if\n \n
User is logged in via site login form AND has Role==Admin
\n \n
\n
Disallow editing following fields\n \n
IsDataUsingAllowed
\n
Role
\n \n
\n \n
\n
Update CRM Contact via general form submit Scope\n \n
Disallow editing following fields\n \n
All Contact Fields \n \n
If (see Update CRM Contact and related data fix)
\n \n
\n \n
\n \n
\n
Update CRM Contact via stripe customer portal Scope\n \n
Edit following fields on \"customer.updated\" webhook retrieve:\n \n
Email
\n
Country
\n
City
\n
State
\n
Address
\n
ZipCode
\n
Phone
\n \n
\n \n
\n \n\n\n
Update Stripe customer data on update CRM contact action
\n
On any update account scopes (except Update CRM Contact via stripe customer portal scope)
\n
\n
if CRM customer has stripe customer relationship.\n
\n
update the following stripe customer's fields:\n
\n
Email
\n
Country
\n
City
\n
State
\n
Address
\n
ZipCode
\n
Phone
\n
\n
\n
\n
\n
\n\n\n
Update CRM Contact and related data fix
\n
On general form submit
\n
\n
1) If CRM Contact by formSubmissionData.Email is already exists AND CRMContactRecord.crmType==Member\n
\n
if form is a registration form AND Enable email verification flow == true AND CRMContactRecord.isEmailVerified==False\n
\n
Go to Point 2)
\n
\n
\n
\n
\n
else\n
\n
Skip updating existed CRM Contact data by info in formSubmissionData
\n
Skip updating Advanced CRM Group fileds if group is attached to the Contact data\n
\n
however create groups for Form Submissions, Orders and Event Bookings with the info from formSubmissionData if group is also attached to the appropriate CRM entity
\n
\n
\n
\n
\n
2) else\n
\n
Create or update CRM Contact data by formSubmissionData\n
\n
If formSubmissionData.<contactFieldAlias> == \"\" - DO NOT update CRMContactRecord.<contactFieldAlias> ️
\n
\n
\n
\n
\n
Create or update Advanced CRM Group fileds if group is attached to the Contact data using info in formSubmissionData\n
\n
If formSubmissionData.<AdvancedCRMGroupfiledAlias> == \"\" - DO NOT update AdvancedCRMGroup.<AdvancedCRMGroupfiledAlias> attached to the CRM Contact ️
\n
\n
\n
If form is a registration form\n
\n
follow the registration process (improvements to the registration process are described in CRM contacts states improvements)
\n
\n
\n
\n\n
\n
\n
\n
\n
Update form field names for consistency
\n
\n
\n
Change names for all fields from Camel Case to Pascal Case (start with capitalized letter) in order to set them to standard.
\n \n
This change is backward compatible.
\n \n
Change names on ‘Update Account Form’ layout:
\n
\n
email => Email
\n
firstName => FirstName
\n
lastName => LastName
\n
confirmPassword => ConfirmPassword
\n
password => Password
\n
oldPassword => OldPassword
\n
site => Site
\n
address => Address
\n
phone => Phone
\n
city => City
\n
state => State
\n
zipCode => ZipCode
\n
country => Country
\n
status => Status
\n
notes => Notes
\n
All advanced crm group fields => UpCase first letter\n
If new invoice number is bigger or equal to the next invoice number in invoice number sequence\n
\n
next invoice number value in invoice number sequence to new invoice number+1
\n
\n
\n
\n\n
\n
\n
\n
\n
Check Wholesaler status on payment flows
\n
\n
\n
For all forms
\n
\n
if from has field Accept Payment AND (formType is SingleItem OR Checkout)\n
\n
Compare current logged in user type with CRM contact record determined by email in formSubmissionData (if no user is logged in - set as Consumer)\n
\n
If they are different - show an error message: The submitter and CRM member types do not match.
\n
\n
\n
\n
\n
\n\n\n
\n
\n
\n
\n
Import Contacts improvement (update email flow)
\n
\n
\n
On import for each contact record
\n
\n
if row contains id\n
\n
if contact record found (by id)\n
\n
if record email is different from import value\n
\n
if there is no such email in the DB\n
\n
change email for the record
\n
\n
\n
else\n
\n
skip whole record update process
\n
\n
\n
\n
\n
else\n
\n
update record
\n
\n
\n
\n
\n
else\n
\n
skip whole record update process
\n
\n
\n
\n
\n
else\n
\n
try find contact record by email\n
\n
if found\n
\n
update record
\n
\n
\n
else\n
\n
create record
\n
\n
\n
\n
\n
\n
\n
\n\n\n
\n
\n
\n
\n
Add .stl .dcm extensions to the CMS
\n
\n
\n
Add ability to upload files with extensions:
\n
\n
.stl
\n
.dcm
\n
\n
\n
\n
\n
\n
Restrict selecting child module that is already set as parent to another module
\n
\n
\n
Module -> Settings -> Advanced settings:
\n
\n
Allow creating foreign items from other existing Custom Modules setting\n
\n
if the selected module is changed:\n
\n
Do not allow to save linkage to that new module if it is already linked to another module as a parent or a child module. Show error: This module already has parent-child relation
\n
\n
\n
\n
\n
\n\n\n
\n
\n\n
\n\n\n\n\n\n
Bug Fixes
\n
\n \n
\n
\n
Import the same items - doesn't work autocomplete URL's
Implemented improved logic of parent item assignment.
\n\n
(1) When performing import from:
\n
\n
Tree View Root or List View\n
\n
If the `Parents` column is empty - all items will be assigned to the root level (they will have URLs like \"/module-slug/item-slug\")
\n
\n
\n\n
Particular folder item from Tree View\n
\n
If the `Parents` column is empty - all items will be assigned to that particular item (they will have URLs like \"/module-slug/particular-folder-item-slug/item-slug\")
\n
\n
\n
\n\n\n
(2) If `Parents` column is not present in the import file
\n
\n
if row represents new item - take parent like described above for empty column (1)
\n
if row represents existing item (`External Id` column contains ID of the existing item in DB) - do not apply any changes to Parents relationship.
\n
\n\n
(3) Added improved logic for parent relationships in import/export file
\n
\n
Now item’s sequence is not required to be order \"parent items first then child items\". \n
\n
Import process will determine relations between all items based on \n
\n
url list from `Parents` column
\n
slug from column `Url Slug`
\n
existing URLs from DB
\n
\n
\n\n
and will create proper tree based on that data. So if you are trying to assign new item in row #2 to the parent that should be an item from row #3 - the only thing you should do is to use the correct parent URLs in `Parents` column. Example:
\n\n
\n
\n
\n\n\n\n
\n \n
\n
\n
External ID
\n
\n
\n
Item Name
\n
\n
\n
Url Slug
\n
\n
\n
Parents
\n
\n
\n
\n
\n\n
\n
\n
Test SubItem
\n
\n
\n
test-subitem
\n
\n
\n
/module-slug/test-parent
\n
\n
\n
\n
\n\n
\n
\n
Test Parent
\n
\n
\n
test-parent
\n
\n
\n
/module-slug
\n
\n
\n \n
\n
In this case the import will determine that ”Test Subitem” should be a child item to ”Test Parent” (regardless of the fact that is in the next row). So it will create the item from row #3 first and then create the item from row #2 and it will attach ”Test Subitem” to the ”Test Parent”, eg:
\n
\n
Test Parent |___Test Subitem
\n
\n\n
(4) When retrieving new URLs after the new parent’s assignment:
\n
\n
If any of them already exists
\n
If ’Settings’ > ‘Misc’ > ’Disable autocomplete for already taken URL slugs’\n
\n
is true: show error and will skip applying changes to the item
\n
is false: find such \"-[number]\" suffix to the item slug that all new urls of the item is not existing in the DB or prepare to be added from the current import file - see (3)
\n
\n
\n
\n\n\n
(5) If item contains several parents (or should be attached to several parent items) - their URLs should be listed in column `Parents` separated by \";\":
\n
\n \n
\n
\n
Parents
\n
\n
\n
\n
\n
/module-slug;/module-slug/test-parent
\n
\n
\n \n
\n
\n
When applying parent relationship changes, import will show error and will skip applying changes to the item, if:\n
\n
at least one of the parent urls\n
\n
is not existing in the DB OR
\n
is not successfuly prepared to be added from the current import file - see (3) and (4)
\n
\n
\n
Import will show error and will skip applying changes to the item if you set up several parents to the item and the parent item Module doesn't have setting \"Allow multiple parents\" == true.
\n
\n
\n
\n\n
6) Import will show error and will skip applying changes to the item on update item if `Parents` column contains URL of the current item (item could not be set as child to itself!)
\n
NOTE: If an error will be applied to the item that is supposed to be a parent to some other items in the import file - all those child items will not be added/updated as well because of the error that one of the parent URLs does not exist as described above in (5).
\n
\n
\n
\n
\n
Page Caching Improvement
\n
\n
\n
Caching Logic:
\n
When site visitor requests a page, try to find the page in the cache by URL
\n
\n
(A) If found and could be shown (see The logic when show page from the cache below)\n
\n
If page was cached less then 10 seconds ago\n
\n
render html from cache
\n
\n
\n
else\n
\n
go to (B)
\n
\n
\n
\n
\n
(B) else\n
\n
render the page via liquid engine
\n
If page could be added based on the ‘The logic of adding to the cache’ described below\n
\n
add the page to cache
\n
set timeout for page - 10 seconds
\n
if while page parsing there was a parse of the {% component type:\"shopping_cart\" %}\n
\n
Set to cache objectCachedPageObject.UsedShoppingCartOnPage = true
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n\n\n\n\n\n
Cached page object should contain following data:
\n
\n
URL [string]
\n
DateCached [datetime] (default)\n
\n
Current DateTime
\n
\n
\n
HTML [string]
\n
UsedShoppingCartOnPage [bool]
\n
\n\n
The logic of adding to the cache:
\n
\n
If a visitor is a logged in user\n
\n
DISALLOW add to Cache
\n
\n
\n
else\n
\n
If ShoppingCart == null or ShoppingCart.items == 0\n
\n
ALLOW add to Cache
\n
\n
\n
else\n
\n
If CachedPageObject.UsedShoppingCartOnPage == true\n
\n
DISALLOW add to Cache
\n
\n
\n
else\n
\n
ALLOW add to Cache
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n\n\n
The logic when show page from the cache:
\n
\n
(1) If a visitor is a logged in user\n
\n
DISALLOW show page from the cache
\n
\n
\n
else\n
\n
(2) If ShoppingCart == null or ShoppingCart.items == 0\n
\n
ALLOW show page from the cache
\n
\n
\n
else\n
\n
(3) If CachedPageObject.UsedShoppingCartOnPage == true\n
\n
DISALLOW show page from the cache
\n
\n
\n
else\n
\n
ALLOW show page from the cache
\n
\n
\n
\n
\n
\n
\n
\n\n\n\n
Here are the tables that represent all rules above:
\n\n
(1)
\n
\n \n
\n
\n
Visitor is logged in user
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
\n
\n
ToShow
\n
\n
\n
See table 3
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToCache
\n
\n
\n
See table 2
\n
\n
\n
FALSE
\n
\n
\n \n
\n
(2)
\n
\n \n
\n
\n
ShoppingCartIsNullOrEmpty
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
UsedShoppingCartOnPage
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToCache
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n \n
\n
(3)
\n
\n \n
\n
\n
ShoppingCartIsNullOrEmpty
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
UsedShoppingCartOnPage
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
\n
\n
ToShow
\n
\n
\n
TRUE
\n
\n
\n
FALSE
\n
\n
\n
TRUE
\n
\n
\n \n
\n\n
\n
\n
\n
\n\n
FTP sync time improvement
\n
\n
\n
Significantly increased sync time when update pages, templates, snippets etc via FTP
\n
Fixed site errors when upload more then 100 files at once
\n
\n
\n \n
\n
Bug Fixes
\n
\n \n
\n
\n
Slowly works page
\n
\n
\n
Fixed slow page load speed when used a lot of content for secure zone
not correct this.RecipientName where it should be this.PurchaserName
\n
\n
\n
In Gift Voucher layout Uses this.RecipientName where it should be this.PurchaserName
\n
http://prntscr.com/t0ibqq
\n
\n
\n
\n
\n
/admin vs /Admin
\n
\n
\n
Go to https://stage.treepl.co/Admin and https://furnitura-copy-site.etrnl.me/Admin
\n
Error 404 on v6 http://joxi.ru/DrlW3MEhK0MwzA
\n
\n
\n
\n
\n
Export - Secure Zone Expiry dates wrong/Import - assign Secure Zone
\n
\n
\n
Go to Contacts and do export
\n
Pay attention on exportin file all Expiry Dates = \"2099-12-11\" http://joxi.ru/Y2LaoD8txvRpvA
\n
\n
\n
\n
\n
URL with symbols doesn't open / download
\n
\n
\n
Upload file via form (attached or https://stage-test.trialsite.co/admin/contacts/10163/form-submissions/10302)
\n
Try download file from form http://joxi.ru/D2Pnoy6twRlJyr or file manager http://joxi.ru/p27YyEgCLxvn6r
\n
\n
\n
\n
\n
Attributes - set up a lot of domains
\n
\n
\n
Create on Domains more than 3 and set up different currency
\n
Go to Product -> cteate attributes -> save all prices 0 https://prnt.sc/1v0q2z9 -> display \"show more\" https://prnt.sc/1v0q4fv
\n
\n
\n
\n
\n
Order of catalogs not correct
\n
\n
\n
Go to Products
\n
Open Catalogs tab - catalogs display is not correct order like on page Catalogs https://prnt.sc/1u8adja
\n
\n
\n
\n
\n
Custom module - sorting by tags doesn't work
\n
\n
\n
Go to custom modules and enable tags
\n
Add some items with tags
\n
Create new table with property \"Item Tag \" http://joxi.ru/L21BOJ3twVDRbA
\n
Try sorting items in list view http://joxi.net/YmE5opqTG9LbPm (it works in v5)
\n
\n
\n
\n
\n
Error after clicking on the \"login\" button
\n
\n
\n
Click on the \"login\" button without filling in the email address and password field https://prnt.sc/1upqpsv
\n
The following error will be displayed https://prnt.sc/1uqyzqy
\n
\n
\n
\n
\n
Orders - Order statuses
\n
\n
\n
Go to https://furnitura-copy-site.etrnl.me/admin/ecommerce-settings/statuses
\n
first bug - http://joxi.ru/xAeoWX8UMVqObm deleted items are showing in order editing
\n
second bug - http://joxi.ru/GrqakBVtzbq7nr after renaming the order status changed the name to the previous one after editing the content http://joxi.ru/ZrJKojEFQkljNm
\n
third bug - new order status emails used the content of previous emails http://joxi.ru/eAOOo65cvGl3zA
\n
\n
\n
\n
\n
Advanced CRM Groups - Сhanges order after creating a new field and reloading the page
\n
\n
\n
Go to Advanced CRM Groups
\n
Create new fields in any CRM group and click save
\n
Reload page
\n
Pay attention new fields change their position (https://www.dropbox.com/s/giv4det5q1faf2x/CRM%20random%20fields.webm?dl=0)
\n
\n
\n
\n
\n
Advanced CRM Group - not display on thanky, workflow and autoresponder
\n
\n
\n
create form with adc crm group (set up all types https://prnt.sc/1ubwm1q)
\n
On thank you, workflow and autoresponder - not display info https://prnt.sc/1ubjuh1 https://prnt.sc/1ubjwcn
\n
\n
\n \n
\n\n\n\n\n\n\n\n\n
6.2.0
\n\n
Public Backlog Features
\n
\n \n
\n
Unassign secure zone from front-end
\n
\n
CRM contact Role field
\n
Add system field to the CRM contact record.\n Place it on the edit contact form and contact details page in the admin.\n Add Admin User indicator on the contact list.\n
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Field description:\n
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\n Name\n
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Role
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\n Type\n
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select\n
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Values\n
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General\n\n
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default
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Admin User\n
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Restrictions:
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Count CRM users with role Admin User as invited admin users to the site. Apply Site Plan restrictions to invite admin user or save new CRM record with role Admin User based on SUM of admin users plus CRM records with role Admin User\n
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Show same error message on trying to create CRM contact with role Admin User as on inviting admin users.\n
<form action=\"/forms/members/update-member.ashx\" method=\"POST\" enctype=\"multipart/form-data\"> \n \n <input type=\"hidden\" name=\"userId\" value=\"{{this.member.id}}\"/> \n \n \n //similar content as generates for update account form in /api/forms/system-form-templates ProfileFormTemplate\n // including advanced crm groups attached to the Contacts\n // replace request.currentmember. in values with this.member. in order to correctly fill the data into the form\n \n </form>\n \n
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Toolbox
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Secure Zone -> Update Member Form\n
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Form validation and processing\n
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Create update member form handler API\n
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\n endpoint\n
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/forms/members/update-member.ashx\n
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Add support of the jsonResponse param in GET params of the endpoint\n
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Validate submission:\n
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\n If the current logged in user is not null AND he has Role == Admin User\n
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\n if formData.userId is empty - show validation message\n
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UserId field is required\n
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\n elseif user can't be found by formData.userId - show validation message\n
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User with specified id doesn't exist\n
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\n elseif user found by formData.userId has role Role == Admin User - show validation message\n\n
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Users with \"Admin User\" role can't be updated\n
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\n else\n
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\n Proceed to update member data the same way as it works in the admin UI EXCEPT of the Role and IsDataUsingAllowed fields. \nThese fields are not allowed to be updated via this API. No error message is needed just skip the role field from the formData if it occurs there.\n
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\n else \n
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\n Set Error message to the formSubmissionData:\n
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Action restricted for your user role\n
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\n if jsonResponse\n
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\n render formSubmissionData as json response similar to other form submissions\n\n
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\n else\n
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Redirect to the 403 system page.\n
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Import/Export Process for field Role
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Do not add this field to the import and export contacts process.\n The role could be assigned only via admin UI\n
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\n Create mailing list based on custom report\n
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Custom Report Changes\n
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Add Mailing List Sync group to the Custom Report -> Settings tab\n Fields:\n
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\n Enable Sync With Mailing List\n\n
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checkbox
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once selected - show fields below
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\n Mailing List\n
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dropdown
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\n required once Enable Sync With Mailing List is selected\n
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\n values\n
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List of all mailing lists\n
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DO NOT ALLOW to select a mailing list that has already been used by another custom report\n
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\n Update Period (in hours)\n
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\n number (int)\n
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save 0 by default\n
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\n
\n
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\n Sync Type\n
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\n dropdown\n
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\n values\n
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\n \"Add All Users From Report\" (default) \n
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\"Adjust Mail List Users To Be The Same As In The Report\" \n
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\"Remove Mail List Users That Are Collected In The Report\"
\n if report.SyncType == \"Add All Users From Report\"\n
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find all contacts from the report that are not added to the mailing list
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add those to the mailing list
\n\n
\n
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\n else if report.SyncType == \"Adjust Mail List Users To Be The Same As In The Report\"\n
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unsubscribe all contacts from the mailing list that are not matched to the report contacts\n
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subscribe to the mailing list all contacts from the report contacts that are not subscribed yet
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\n
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\n else if report.SyncType == \"Remove Mail List Users That Are Collected In The Report\"\n
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unsubscribe all contacts from the mailing list that are matched to the report contacts\n
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\n \n
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\n Native Comments\n
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Plan Restriction\n
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Available starting from Pro\n
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Comments General logic description\n
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\n Comments may be threaded (i.e. commenters can respond to existing comments) or flat (a chronological listing of comments).\n \n
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\n We should have the ability natively to emphasize the module item’s author comments.\n
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use item.addedBy of the module item and comment.author.id in condition in liquid comment layout
\n \n
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Comments should have the ability to be added to any module items and products.\n
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Prevent liquid and html in comments\n
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html encode and wrap {% raw %}{% endraw %} on liquid\n
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Ability to mark comment links as “no-follow” for SEO reasons (auto-apply nofollow to the links on rendering or saving process)\n
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Allow sending rating with comment\n
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Available rating range 1-100
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\n Add ability to delete comments\n
Add ability to edit comments
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Add admin UI for comments and comment settings
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Add ability to assign workflow notification once a comment is created
\n\n\n
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Comments Moderation\n
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Add ability to moderate comments
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Add page Content -> Comments\n
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Apply workflow to send a notification once the comment is created\n Moderators would receive a notification of new comments and have the ability to approve or deny comments.\n
wrap in {% raw %}{% endraw %} content before adding it to the liquid object\n
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\n Prevent HTML in comments\n
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strip all HTML from the body\n
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find all links in the content and wrap it in <a href=\"[link]\" rel=\"noindex, nofollow\" >[link]</a>
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\n Comment submit form\n
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The form should contain the following fields\n
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\n Body\n
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string (multiline)\n
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\n \n
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\n Rating\n
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\n number\n
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min 1\n
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max 100
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\n
\n
\n
\n
reCaptcha v3\n
\n
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Send workflow once a comment is created (if comment settings for the module contain workflows)\n
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If comment settings (moderation of the new comments) for the module required moderation - set the status to Pending\n If not - set the status to Approved\n
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Use Comment body saving rules once saving the item
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Show error message if comment settings (comment sending policy) is Comment Once Only and currently logged-in member already has at least one comment to the current item
\n\n
\n
\n Error message\n
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\n You can't leave more than one comment for this item\n\n
Send workflow once a comment is edited (if comment settings for the module contain workflows) \n If comment settings (moderation of the edited comments) for the module required moderation - set the status to Pending\n
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\n Use Comment body saving rules once saving the ite\n
General component Default Layout (/cms-assets/layouts/comment_threads/template.layout):\n<div class=\"comment-threads\">\n {% include \"{{this.threadLayout}}\" %}\n</div>\n
Clicking on any of those should trigger print action of the corresponded layout (Invoice layout is an Invoice system email content).\n
\n
\n
\n \n
\n\n
Bug Fixes
\n
\n \n \n
\n
An issue with grouped items import
\n
After the products import, the grouped items were broken if the shipping was enabled for products.
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\n
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Shipping Option - Radio button can't be enabled with the \"Handling Charge\" setting
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\n \n
Go to Shipping Options -> edit -> settings
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Change the fee for \"handling charge\"
\n
Go to shopping cart
\n
The switch can't be enabled with the \"Handling Charge\" setting
\n\n \n
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Bambora - order is created in Bambora, but not created in the admin
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\n \n
Try to buy a product and on the last step -
\n
Close the window
\n
In Bambora the payment is created, but not in admin
\n\n \n
\n
\n
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Custom report - Advanced CRM group does not display in reports\n\n
\n
\n \n
Create an Advanced CRM group and assigned it to Contact\n
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Create custom report -> Contact and Secure Zone - no info from CRM group
\n \n
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Copying a site without custom properties
\n
After copying a site in Custom Module item for a CRM data source field was empty\n\n
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Orders - does not send an email when the status changes.
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When I change the status CRM>Orders, the system updates the status but doesn't send the email.
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The detail layout is being returned instead of the list layout layout
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When the grouped product was selected from the dropdown, the detail layout was displayed instead of the list layout was displayed instead of the list layout.
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Email - incorrect tags display
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These tags aren't displayed correctly {{this.FormSubmissionData.Fields.Custom}} and {{this.FormSubmissionData.Fields.System}}
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Catalogs - deleted catalogs
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\n \n
Components->Ecommerce-> List of Catalogs -> Filter values - deleted catalog are displayed
\n \n
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Discount codes - stopped working
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Some discount codes are not applied correctly on the front-end\n
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\n
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Events - double import doesn't work
\n
\n \n
Go to Events
\n
Create an Event group and import files from attachments twice
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The error gets displayed after the second import
\n\n \n
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\n
\n
Email - Workflow Notification
\n
The form name is displayed incorrectly in the Workflow Notification email
\n
\n
\n
Tree view on items
\n
\n \n
Create more than 10 folders
\n
Go to the second page and open one folder
\n
Inside the folder create more than 10 folders
\n
Go to a subfolder on the second page - incorrect URL display
\n\n \n
\n
\n
\n
Default shopping_cart - doesn't work
\n
The default shopping_cart summary layout does not seem to be rendering anything.\n\n
\n
\n
\n
Custom Module - random view works incorrectly\n\n
\n
Initial randomized order of items won’t remain when navigating the pagination\n\n
\n
\n
\n
Checkout form - incorrect info in admin\n\n
\n
On checkout, when the user puts in shipping address, shipping city and shipping zipcode, that data overwrites the data the user has populated address, city and zipcode with. Does the user leave the shipping address blank on checkout, data the user has given as address for the crm gets deleted.\n
\n
\n
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Bambora, PayPal - an email with “_”
\n
\n \n
Go to buy a product and put email test_@test.co
\n
Pay with Bambora or PayPal - returns error
\n
If user submitted checkout form with testt3606_@ - ORDER page stops working in the admin
\n\n \n
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\n
\n
Customize table - error on list when createing same name in columns
\n
\n \n
Create Property with name Description
\n
Try to display this column on a table - error returned (validation required)
\n\n \n
\n
\n
\n
Event - not rendering {{this.parent.id}}
\n
\n \n
Go to form for the event and add this tag into layout: {{this.parent.id}} https://prnt.sc/1r4k2dx
\n
Open an event on the front-end - no parent ID is displayed
\n\n\n \n
\n
\n
\n
Customized column - \"Supplier\" column missing
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\n \n
Go to any custom module->table and set up Supplier column
\n
Go to list of custom modules items - no Supplier is displayed
\n\n\n \n
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\n
\n
Custom Report - no filtering by \"form fields\"
\n
Custom reports couldn’t be generated by the form custom fields.\n\n
Like in BC it would be nice if one could print (style would be taken from Invoice email content) the invoice for the customer that you would included with the product when sending it to the customer. \nAbility to print would also include shipping layouts (Packing Slip, Package Label layouts)\n
\nAt the moment we would need to do all sorts of workarounds …
\n Time zone bug: the Release date and Expiry dates are displayed\n incorrectly.\n
\n
\n
\n
6.1.4
\n
Custom module
\n
\n
\n Search in custom module: the search doesn't work by min-max number and\n min-max date time.\n
\n
\n
\n
\n
\n searchScope is only searching on the last property in the search string.\n eg: only items with FieldTwo == Test Two are displayed:\n \n \n searchScope:\n \"{'prop_FieldOne':'Test One','prop_FieldTwo':'Test Two'}\"\n \n \n If the property order around is switched, only items with FieldOne == Test One\n are displayed: searchScope: \"{'prop_FieldTwo':'Test\n Two','prop_FieldOne':'Test One'}\" All queries other than the last one\n are ignored.\n
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\n
\n
6.1.4
\n
Events
\n
\n The following error is displayed: \"Liquid Error: Field not found in row:\n CustomerTypeName\" instead of the event payment form for the logged in\n user. If the user is not logged in, the form displays fine.\n
\n
\n
\n
6.1.4
\n
Setup Analytics
\n
\n Google script is being inserted even if no analytics is set up\n (https://prnt.sc/1e1b4lx - there is no account ID in this script).\n
\n
\n
\n
6.1.4
\n
Liquid CRM
\n
\n Filtration by customer ID for the cases, orders, bookings lists and\n custom CRM group output.\n
\n
\n
\n
6.1.4
\n
Liquid
\n
Roll back the output of arrays in liquid with wrapping in [] .
\n
\n
\n
6.1.4
\n
Products and Events
\n
Optimize products, events, related items, grouped items, and favorites functions
\n
\n
\n
6.1.4
\n
Custom modules
\n
If you render {{this}}, \"Parent\": null, ParentName and ParentUrl are missing on the page in the page folder.
\n
\n
\n
6.1.4
\n
SEO
\n
This condition doesn't work: https://prnt.sc/1d358hv, when rendering {{this.SEOTitle}} on the system pages, nothing is rendered.
\n
\n
\n
6.1.4
\n
Liquid
\n
The Id isn't rendered in the \"orders\" FormatSetting component: https://prnt.sc/1dzy1h8, therefore currency custom settings do not apply.
Customize table in Custom Module -> set up Added by - > the information isn't displayed on the list: https://prnt.sc/1bppzw6
\n
\n
\n
6.1.4
\n
Admin
\n
Empty snippet -> create empty snippet -> add this snippet to the page -> there's a liquid error on the front end
\n
\n \n \n
\n
6.1.4
\n
CRM
\n
When an admin user outputs information about contacts on the page {% component type: \"CRMContacts\", collectionVariable: \"crm\" %}, there is an extra token field that the admin user should not see. And an admin user who has different tokens is rendered multiple times:\n https://prnt.sc/1gnkgv4
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\n
\n
6.1.4
\n
ID
\n
\n Keep old ids (one-digit) mapping to the new ones (four-digit) for the following \n - Workflow \n - Mailing list \n - Secure Zone\"\n
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\n
\n
6.1.4
\n
Export
\n
Custom module export bug: the custom properties were missing in the Excel file.
\n
\n
\n
6.1.4
\n
Export
\n
If there were more than 2 products in the order, the products were displayed incorrectly in the Excel file (https://prnt.sc/1gmcjwz).
\n
\n
\n
6.1.4
\n
Export
\n
Custom modules incorrect custom fields order output to the Excel doc.
\n
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6.1.4
\n
Import
\n
After catalog import, only the root folder was applied to products.
\n
\n
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6.1.4
\n
Import
\n
Bug: Internal error when importing the custom module.
\n
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6.1.4
\n
Shipping Options
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The test shipping option couldn't be deleted from the admin if it was selected in the order.
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6.1.4
\n
Blog
\n
\"Internal error\" after selecting the author for the blog.
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6.1.4
\n
Event
\n
Even if the \"Enable Bookings\" checkbox was disabled, the events weren't displayed on the frontend.
\n
\n \n \n \n
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6.1.4
\n
Orders/cases
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With 6.1.4 if the payment is canceled by the payment provider, there will be an error message after the form submission attempt, the case and order won't be created and therefore the workflow and autoresponder won't be sent.
\n
\n
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6.1.4
\n
Sitemap
\n
The sitemap was generated incorrectly if the expiry date and release date were disabled in the custom module.
\n
\n
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6.1.4
\n
FormSubmissionData
\n
{{FormSubmission.Order.ShippingAddress}} tag wasn't working correctly for the autoresponder, workflow and invoice.
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\n
\n
6.1.4
\n
Setup Analytics
\n
The Tracking ID and View ID couldn't be saved in the \"Setup Analytics\" tab.
\n
\n
\n
6.1.4
\n
\"Allow listing CRM contacts data\" checkbox
\n
Saving bug: the value of the \"Allow listing CRM contacts data\" checkbox wasn't saved properly (https://prnt.sc/1gmrhhs).
\n
\n
\n
6.1.4
\n
ID
\n
Bug: incorrect user and form submission ID in the autoresponder.
\n
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6.1.4
\n
ID
\n
Note: If during the implementation you've hardcoded the IDs (e.g. secure zone or customer IDs), you'll need to change these IDs to the new ones.
\n
\n
\n
6.1.4
\n
Custom Module
\n
\n Custom module create/edit functions:
\n 1) The code (create/edit) is generated in the incorrect order: http://joxi.ru/v29Y8y7CR8ddK2 \n 2) The categories are not saved: http://joxi.ru/nAy1g6eTa7yaYA \n 3) The tags from the form are not rendered to the front end: http://joxi.ru/E2pZxnMT4lOvbr \n 4) There's an error \"access forbidden\" after creating though an item is being created. \n 5) After editing the custom module the layout is changed to the default one: http://joxi.ru/n2YJo0YU73Gk3A\n \n 6) The redirect doesn't work when creating/editing (for instance, <input type=\"hidden\" name=\"redirectURL\" value=\"/my-new-confirmation-page\">) a custom module:\n http://joxi.ru/gmvXNVjCdkyvdA\n
\n
\n
\n
6.1.4
\n
Secure Zone
\n
Create a form with a paid (daily) secure zone -> set up a form autoresponder {{this}} -> incorrect info about secure zone is rendered:\n https://prnt.sc/1ginqhf
\n
\n
\n
6.1.4
\n
Liquid (concurrent processes error)
\n
Intermittent liquid error when rendering menus: \"Liquid Error: The process cannot access the file 'D:\\iis\\websites\\4085\\25585\\ftp\\Content\\MenuLayouts\\new_main_menu\\Main Menu\\menu.layout' because it is being used by another process.
\n
\n
\n
6.1.4
\n
Liquid (concurrent processes error)
\n
Intermittent liquid error when viewing catalogs: \"Liquid Error: Exception while reading from stream\"
\n Select \"Use default template\" in the custom module settings - create an item and select \"Use default template\" - incorrect template is being displayed: https://prnt.sc/1be0xnr.\n
\n Create Advanced CRM Group with some fields -> add another field after saving and click on \"save\" https://prnt.sc/1h02s0g -> previous fields will disappear: https://prnt.sc/1h02w8x.\n
\n
\n
\n \n
6.1.5
\n
System Page
\n
Add ability to update \"deferred-order-payment\" system page template. Add currentMemberOnly: \"false\" to the component type:\"orders\".
\n
\n
\n \n
6.1.5
\n
Shopping cart
\n
Incorrect display of the title in the shopping cart: shopping_cart.
When you uncheck \"Enable Bookings\", the homepage layout completely breaks and for some reason ecommerce fields are shown in the backend and the event date fields are removed.
All pages connected with eCommerce are working slowly.
\n
\n
\n \n
6.1.5
\n
Category
\n
module_category_list is not rendering the category IDs. The IDs are visible in the JSON collection output but do not render when looping {% component type: \"module_category_list\", module: \"Blog Post\", collectionVariable: \"test\" %} <pre>{{test}}</pre> <pre>{{test.Items[0].Id}}</pre>
\n
\n
\n \n
6.1.5
\n
\n
Custom module
\n
\n
\n If \"Enable bookings\" checkbox is enabled https://prnt.sc/1ibjad4, the items aren't displayed on the front end.\n
\n
\n
\n \n
6.1.5
\n
\n
Custom module
\n
\n
\n If \"Enable bookings\" checkbox is enabled https://prnt.sc/1ibjad4 and {{this}} is rendered on the item detail, the information on \"hide when full\", etc. related to the event will be missing.\n
DWG and DXF file formats weren't supported for media downloads.
\n
\n
\n \n
6.1.5
\n
Email Marketing
\n
The API Key value wasn't saved in the \"API Provider\" tab.
\n
\n
\n \n
6.1.5
\n
Custom modules, Update Form
\n
Custom module Update Form bug: the update form wasn't adding the \"/\" before the image URL. Also, the custom properties were deleted after the custom module was updated.
\n
\n
\n \n
6.1.5
\n
Custom module
\n
The field information and custom properties were displayed incorrectly in the workflow.
\n
\n
\n \n
6.1.5
\n
Pages
\n
Only folders were shown and the pages were missing in the \"pages\" tab on the tree view after the page folder was edited and the \"back\" button was clicked.
\n
\n
\n \n
6.1.5
\n
Form / form submission
\n
The form submissions had the incorrect time. The same issue was with event bookings.
\n
\n
\n \n
6.1.5
\n
Recaptcha
\n
\"Create Login\", \"Reset password\" and \"Update Account\" form bug: if the Recaptcha v2 or v3 was set up, the error was displayed after the form submission.
\n
\n
\n \n
6.1.5
\n
Recaptcha
\n
Bug: the user could submit a form without passing the Recaptcha verification. This affected the \"Login\", \"Reset password\" and \"Update\" forms.
\n
\n
\n \n
6.1.5
\n
Form / form submission
\n
The autoresponder and workflow weren't sent after the form submission.
\n
\n
\n \n
6.1.5
\n
Emails
\n
The system emails weren't sent.
\n
\n
\n \n
6.1.5
\n
Form
\n
The redirect wasn't working for the \"secure zone login\" functionality and the user was redirected to the error page after logging into the secure zone.
\n
\n
\n \n
6.1.5
\n
Pages
\n
The \"Make item secure\" functionality wasn't working correctly for pages and folders, the checkbox with the secure zone name couldn't be disabled.
\n
\n
\n \n
6.1.5
\n
Email Templates
\n
The changes weren't displayed in the invoice even though the system template was edited.
\n Create a weekly paid secure zone -> pay for secure zone access -> an order is neither created nor secure zone is assigned to the user https://prnt.sc/1jflseu/, the form submissions are created\n
\n
\n
\n
6.1.6
\n
Site notifications
\n
The issue with the email delivery is now fixed (this applies to workflows, autoresponders, \"reset password\" and \"Invite admin user\" emails, etc.)
\n
\n
\n
6.1.6
\n
Shopping cart
\n
Bug: if two products were added to the shopping cart and one product was deleted, the error was displayed.
\n
\n
\n
6.1.6
\n
Stripe
\n
The shipping address was displayed incorrectly in Stripe (only the country information was passed to Stripe after the payment).
\n
\n
\n
6.1.6
\n
Pages
\n
BUG: the content was deleted in the parent folder when there was a URL conflict within the folder (identical URLs conflict).
\n
\n
\n
6.1.6
\n
FTP
\n
The pages weren't shown in the \"Pages\" tab after they were uploaded via FTP. The pages weren't visible in FTP either.
\n
\n
\n
6.1.6
\n
Bambora
\n
\n There was an issue with products purchase with the following settings for Bambora: https://prnt.sc/1mv8g20\n
\n
\n
\n
6.1.6
\n
Stripe / Bambora 3D secure / Pay with Pay Pal
\n
If two-step card payment was selected for one of the following gateways: Stripe, Bambora, \"Pay with Paypal\", the internal error was displayed after the payment.
\n
\n
\n
6.1.6
\n
Authorize net
\n
\n BUG: Even though the \"Give one-day access before payment received\" option was selected: http://joxi.net/DmBYjR7Cg9DaMr, the access wasn't granted to the user after payment.\n
\n
\n
\n
6.1.6
\n
Email domains
\n
\n If the domain wasn't verified (the \"Failed\" status was shown in the admin) and the \"Retry\" button was clicked, the \"internal error\" was shown: https://prnt.sc/1mv4jvd\n
\n
\n
\n
6.1.6
\n
Taxes
\n
Multiple identical tax codes were displayed in the dropdown on the shopping cart page if the user constantly logged in and logged out from the secure zone.
\n
\n
\n
6.1.6
\n
Cases
\n
BUG: this.case couldn't be displayed on the page, the \"Liquid error\" was shown instead.
\n
\n
\n \n
6.1.7
\n
Payment settings
\n
\n
After removing the payment gateway settings and refreshing the page, they are coming back: http://joxi.ru/BA0YlbaCvgLaqr
\n Set an API Provider -> then go to Mailing Lists and create new -> an error is being displayed: https://prnt.sc/1indmrm\n
\n
\n
\n \n
6.1.7
\n
Liquid
\n
\n
{{request.request_data.referrer}} changed from displaying relative URLs to absolute URLs.
\n
\n
\n
\n \n
6.1.7
\n
Liquid
\n
The following tags do not work: {{this.formSubmissionData.fields.custom.Payment_ShippingAddress.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingCity.value}} {{this.formSubmissionData.Fields.Custom.Payment_ShippingState.value}} {{this.formSubmissionData.Fields.Custom.Zip_Code.value}}
\n
\n
\n \n
6.1.7
\n
Event booking
\n
BUG: The event bookings were displayed without an event name after the event was purchased and then deleted.
\n
\n
\n \n
6.1.7
\n
Time zone
\n
The time was displayed incorrectly in admin in such cases: - for orders; - incorrect time for the {{this.order.invoiceDate}} tag;
\n
\n
\n \n
6.1.7
\n
Currency
\n
\n After adding a new currentcy, add a product with the price and configure payment settings, then delete a product and payment settings and try to delete the currency -> an error is being displayed: http://joxi.ru/n2YJo0YU7LYB5A\n
\n
\n
\n \n
6.1.7
\n
WYSIWYG
\n
BUG: If the image was inserted via WYSIWYG, the long image code was displayed in the code view instead of the short one.
\n If you go to the checkout forms and fill in all the fields (incl. zip, state, city or system city and address), everything works fine. If you don't fill all these fields on the checkout, the data the user has indicated as an address will be deleted in the site admin: https://prnt.sc/1qhjkbf\n
\n 5.9.5 - {{this.InventoryProductVariations}} tag displayed such a data array: http://joxi.ru/4Ak6REZHjNy4V2With v6 you need to add specific tags to display elements of that data array:{{this.SKUCode}}, {{this.InStock}}, there's no access to PreOrder:http://joxi.ru/YmE5opqTGbDzRm http://joxi.ru/a2XNoY7TQ0aWWr\n
SEO -> select Enable Automation of sitemap https://prnt.sc/1qd0l8n -> go to Sitemap -> the automation doesn't work
\n
\n
\n \n
6.1.8
\n
Import with empty lines
\n
If you go to an Event and make an export (there should be several lines empty in the file) https://prnt.sc/1q2tqgj -> and then import the same file -> it results in an error in the site admin, however, the import will be completed with empty items: https://prnt.sc/1q2u0g0
\n
\n
\n \n
6.1.8
\n
Weighting
\n
If in addition to weighting in module items you'll add sorting by name to module output,the sorting by weighting will be ignored if filtering is in use. Without filtering weighting works correctly.
\n
\n
\n \n
6.1.8
\n
Custom module
\n
When you create/update an item from the front-end, the info from the FormSubmissionData won't be displayed in the workflow.
\n
\n
\n \n
6.1.8
\n
Create items from the front-end
\n
\n When you create/update an item from the front-end, incorrect time is displayed in the site admin: https://prnt.sc/1qhk320\n
Temporary restriction: currently, you can import up to 600 products. This restriction will be lifted in the upcoming releases.
\n
\n
\n \n
6.1.8
\n
Pages (UI)
\n
After opening the pages in the list view and editing the page from the folder, this folder was added to the breadcrumbs. After clicking on this page from breadcrumbs, the \"Analytics\" page was opened in the admin.
\n
\n
\n \n
6.1.8
\n
Domain request
\n
The following tag wasn't working correctly: {% component type: \"domain_settings\", collectionVariable:\"domain\" %} <pre> {{domain}} </pre>
\n
\n
\n \n
6.1.8
\n
URL redirect
\n
The redirects with the .htm page suffix weren't working correctly (e.g. the redirect from contact.htm to contact)
\n
\n
\n \n
6.1.8
\n
Shipping Options
\n
When the new catalog was created, it wasn't displayed in the \"Shipping options settings\" tab. The similar issue was for discounts (\"apply discount to selected catalog\" checkbox).
\n
\n
\n \n
6.1.8
\n
Liquid
\n
The blog archives weren't displayed on the site when using this tag: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"{{parentItemId}}\", numberOfMonths: 2, layout:\"/includes/archive.layout\", sortBy:\"date\", sortOrder:\"DESC\" %}
\n
\n
\n \n
6.1.8
\n
Edit item from the front-end
\n
If the created select element is not \"multiple\" for the \"custom module update form\" and the \"---\" is selected on the front-end, the changes were not saved in the admin.
\n
\n
\n \n
6.1.8
\n
Search by custom module
\n
The search by the author wasn't working correctly in custom modules. The similar issue was for the \"data source\" drop down.
\n
\n
\n \n
6.1.8
\n
Custom Reports
\n
The custom reports weren't running if the following items were selected for \"Contacts and Orders\" report type: Contact ID, First Name, Email, Order ID, Date submission. Also, the custom reports weren't created with the form custom fields.
\n
\n
\n \n
6.1.8
\n
Order of attributes
\n
BUG: when the product was created, the attribute output was incorrect on the front-end.
\n
\n
\n \n
6.1.8
\n
Liquid
\n
BUG: {{this['SiteSearchKeywords']}} wasn't rendered on the page.
\n
\n
\n \n
6.1.8
\n
WWW domain
\n
The payment fields weren't displayed on the forms for the www domain, they worked correctly for the non-www version of the site.
\n
\n
\n \n
6.1.8
\n
Case sensitivity
\n
BUG: the email fields were case sensitive
\n
\n
\n \n
6.1.8
\n
Import of items with identical names
\n
If the items with identical names were added to the events export file, the incorrect URLs were displayed in the admin after the import of this file.
\n
\n
\n \n
6.1.8
\n
Liquid
\n
- The following tags weren't working without \"this\": \n {{FormSubmissionData}} \n {{Order}} \n - These tags weren't displayed in the invoice: https://prnt.sc/1r1yn06 ; \n - when {{this.order}} was added to the invoice, the CaseID wasn't displayed; \n - when <pre>{{FormSubmission.Order.ShippingAddress}}</pre> was pasted to the order page, the required info wasn't displayed; \n - when <pre>{{FormSubmissionData}}</pre> was pasted to the order page, the required info wasn't displayed.
\n
\n
\n \n
6.1.8
\n
Products import
\n
BUG: after deleting the IDs in the product export file and then importing this file, the following issues occurred: - the \"prices\" tab was blank; - the \"internal error\" was displayed in attributes, inventory, related items, grouped items.
\n
\n
\n \n
6.1.8
\n
Shopping cart
\n
The setting \"Lifetime for shopping cart\" was working incorrectly.
\n
\n
\n \n
6.1.8
\n
Time in event booking/one time payment form
\n
The incorrect payment time was displayed in the Orders -> \"Payments\" tab after purchasing the event or submitting a payment form (one-time payment).
\n
\n \n\n \n \n \n \n
\n \n \n \n \n \n \n \n
v 6.1.0-3 Release date: 21 Jul. 2021
Full Release Notes
\n
\n \n
\n
6.1.0
\n
Export
\n
\n Orders export doesn't work if large amounts are separated by commas and\n dots.\n
\n
\n
\n
6.1.0
\n
Site Search
\n
Site search returns 'site is being indexed'.
\n
\n
\n
6.1.0
\n
CRM
\n
Internal errror when registering to a Secure Zone.
\n
\n
\n
6.1.0
\n
Catalog
\n
\n 404 error when viewing catalogs on the site. It works correctly only\n when adding catalogs to the URL.\n
\n
\n
\n
6.1.0
\n
Secure Zone
\n
Logout from the Secure Zone doesn't work.
\n
\n
\n
6.1.0
\n
Archive
\n
Archives do not work correctly.
\n
\n
\n
6.1.2.8
\n
Form
\n
Autoresponder is missing content.
\n
\n
\n
6.1.2.8
\n
Secure Zone
\n
\n A second Secure Zone can't be assigned to a contact - the page keeps\n loading. If you assign 1 Secure Zone only - it works correctly.\n
\n
\n
\n
6.1.2.8
\n
Custom modules import/export
\n
\n Custom modules import/export issues: \n 1) There's an error if importing right after the export:\n https://prnt.sc/1dypkvi.\n \n 2) Incorrect property date is exported.\n \n 3) Templates aren't imported/exported correctly.\n \n 4) Modules categories aren't updated.\n
\n
\n
\n
6.1.2.8
\n
Custom modules
\n
\n Custom modules items preview doesn't work (404) if \"еnable bookings\" has\n been selected: http://prntscr.com/190pi2x.\n
\n
\n
\n
6.1.2.8
\n
\n
JS is broken because of the ItemCategorieList.
\n
\n
\n
6.1.2.8
\n
Orders export
\n
Orders export works incosistently.
\n
\n
\n
6.1.2.8
\n
Titles
\n
\n There's an issue with titles output: a duplicate is rendered (both\n titles are rendered for the page and the folder.\n
\n
\n
\n
6.1.2.8
\n
Shopping cart
\n
\n Liquid error on the shopping cart even after resetting it to the default\n layout.\n
\n
\n
\n
6.1.2.8
\n
Secure Zone
\n
You can access a Secure Zone after the subscription has expired.
\n
\n
\n
6.1.2.8
\n
Products
\n
500 error when creating a product.
\n
\n
\n
6.1.2.8
\n
\n
\n It's impossible to render name and URL when adding data source to the\n custom properties. When rendering {{this}}, these fields are\n empty: http://prntscr.com/198uy0g.\n
\n
\n
\n
6.1.2.8
\n
Catalogs
\n
\n Internal error when viewing catalogs list. \"An error occurred.\n (Exception while reading from stream)\" on the product detail.\n
\n
\n
\n
6.1.2.8
\n
Site search
\n
Products aren't shown in the site search results.
\n
\n
\n
6.1.2.8
\n
\n
Workflows and autoresponders aren't sent.
\n
\n
\n
6.1.2.9
\n
CRM
\n
Liquid error when rendering a contact and filtering by ID.
\n Internal error after trying to delete a contact or duplicating an admin\n user.\n
\n
\n
\n
6.1.2.9
\n
Products grouping
\n
\n \"Group Items -> set up one product group https://prnt.sc/1dzv53y\n -> add this code to the page: {% component source: \"\"Products\"\",\n layout: \"\"List\"\", limit: \"\"100\"\", type: \"\"module\"\" %} only main group\n product should be displayed on the page:\n https://prnt.sc/1dzx1g2.\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n Incorrect order deletion. When the order was deleted in the \"Orders\"\n tab, it wasn't deleted in the \"Contatcs\" -> particular contact ->\n \"Orders\" tab.\n
\n
\n
\n
6.1.2.9
\n
\n The order was showing in the export file even though it was deleted.\n
\n
\n
\n
6.1.2.9
\n
\n The \"Email invoice\" and \"Send test email\" functionality wasn't working\n (https://prnt.sc/1dzppf9).\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n The search field wasn't working for dropdowns in the admin (e.g.\n https://prnt.sc/1dzs7kf).\n
\n
\n
\n
6.1.2.9
\n
System Email
\n
\n Issue with system email tags output. Now these tags are not case\n sensitive: \n \n {{this.order}} \n {{this.Order.Items[0]}} \n {{this.customer}} \n {{this.member}} \n {{this.member}} \n {{this.Member.SecureZone[0].Name}} \n \n
\n
\n
\n
6.1.2.9
\n
SKU code
\n
\n SKU code issue: when the product had been created using the generated\n SKU code and then this code was changed to the custom one, there was a\n synchronization issue.\n
\n 1) The payment process wasn’t working with the two-step card payments\n and the “Redirect” checkout integration type (https://prnt.sc/1dzx3yt).\n 2) After the form submission, the list of the purchased products wasn’t\n displayed on the frontend with the “Inline” and “Modal” integration\n types.\n
\n
\n
\n
6.1.2.9
\n
Event Calendar
\n
Issue with the calendar output on the frontend.
\n
\n
\n
6.1.2.9
\n
Events
\n
\n When a paid event form was created, the event price wasn't displayed on\n the frontend. The total amount wasn't calculated correctly after\n changing the quantity. Also, the order was generated incorrectly.\n
\n
\n
\n
\n
Liquid tags
\n
\n The {{liquidContext}} tag wasn't working correctly for the invoice,\n workflow and autoresponder.\n
\n
\n
\n
6.1.2.9
\n
Liquid tags
\n
\n When the currency on the domain was being changed (custom symbol), the\n ToDomainMoneyFormat liquid filter wasn't changed:\n https://prnt.sc/1dxqfr5.\n
\n
\n
\n
\n
Export
\n
\n The custom properties and \"parent\" were displayed incorrectly in the\n products export spreadsheet.\n
\n
\n
\n
\n
Custom modules
\n
\n The \"create/update custom module items from the frontend\" functionality\n has been fixed.\n
\n
\n\n
\n
6.1.2.9
\n
Product Group
\n
\n \"Liquid Error: Field not found in row: CategoryIdList\" error was\n displayed on the frontend instead of \"select\" (e.g. product size\n options).\n
\n
\n
\n
6.1.2.9
\n
Case sensitivity
\n
\n Case sensativity of the alias name: {% component type: \"snippet\", alias:\n \"menu_Desktop\"%} and {% component type: \"snippet\", alias:\n \"menu_desktop\"%} - both options are working fine now. The same applies\n to SortBy: \"weighting\".\n
\n
\n\n
\n
6.1.2.9
\n
Form submissions output
\n
\n The form submissions of the particular logged-in user weren't displaying\n on the frontend.\n
\n
\n
\n
6.1.2.9
\n
Admin
\n
\n The \"Enabled\" checkbox wasn't working correctly. Even though the item\n was disabled, it was displaying on the frontend.\n
\n
\n
\n
6.1.2.9
\n
Products
\n
In the \"attribute\" dropdown the values were displayed twice.
\n
\n
\n
6.1.3
\n
Forms
\n
\n Even if the URL redirect was set up for the form, the redirect wasn't\n working.\n
\n
\n\n
\n
6.1.3
\n
Liquid tags
\n
\n The info about pagination wasn't displayed in the {{this}} tag for\n modules (custom modules, blog, etc.):\n https://skr.sh/s8oOfcT43ae\n
\n
\n
\n
6.1.3
\n
Blog
\n
Issue with the incorrect author ID in Blog.
\n
\n
\n
6.1.3
\n
Advance CRM group
\n
\n When rendering a CRM group field, all values are displayed instead of\n logged-in user ones.\n
\n
\n \n \n
\n
v 6.1 Release date: 30 Jun. 2021
Full Release Notes
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Gift Cards + Discount Codes on form payments and secure zone subscriptions
\n
\n
\n
Gift Vouchers and Discount Codes can now be used with all form payments (general payment, paid Events, paid Secure Zone subscriptions).
\n
For Secure Zone Recurring Discount Settings:
\n
Add new settings to ‘eCommerce’ > ‘Settings’ > ‘Settings tab’:
\n \n
“Recurring Settings”
\n
\n
Discount applies to\n
\n
First Payment Only (default)
\n
All Payments
\n
\n
\n
\n \n
Discount Code and Gift Voucher to forms:
\n
Ability to add ’Discount Code’ and ’Gift Voucher’ fields to the form builder.
Add ’priceCalculation.js’ to the head section of the page if form contains Discount Code or Gift Voucher field.
\n
Implement algorithm in JS that decreases price when Discount and/or Gift Voucher applies (trigger it on ’Payment_DiscountCode’, ’Payment_GiftVoucher’ or ’Payment_Amount’ field change event):\n
\n
Take ’PaymentAmount’ form ’name=\"Payment_Amount\"’.
\n
Take value of ’GiftVoucherValue’ based on ’Payment_GiftVoucher’
\n
Take value of ’DiscountCodeValue’ based on ’Payment_DiscountCode’\n
\n
DiscountCodeValue = PaymentAmount * DiscountCodePercentageValue or
\n
DiscountCodeValue = DiscountCodeAmountValue implement and use frontend API request to determine values of a discount code and a gift voucher.\n
\n
Return validation errors for DiscountCode AND GiftVoucher (see shopping cart errors)
Set ’TotalCost’ to <input id=\"PaymentTotalCost\"/> of the current form
\n
\n
\n
\n
Discount payment flow:
\n\n\n\n
\n
If PaymentAmount matches the required payment amount for the current form (for Generic form with recurring secure zones - sum of all recurring subscription prices. For SingleItem - priceOfEvent*allocation)
\n
If DiscountCode is applied AND (DiscountCode IS expired OR RedemptionQuantity == Expire After x Redemption OR DiscountCode IS disabled)
\n
Show appropriate validation error (see shopping cart errors)
\n
\n
\n
Else
\n
Begin
\n
Create Order.
\n
Set OrderLine price to PaymentAmount
\n
Apply Discount and/or Gift Voucher
\n
DO Increase RedemptionQuantity for the Discount
\n
\n
\n
Then
\n
Get TotalCost by the logic described above.
\n
\n
\n
Then
\n
If Discount applies to == First Payment Only
\n
Create Recurring Payment
\n
Set first payment Price to TotalCost and recurring Price to PaymentAmount
\n
\n
\n
\n
\n
elseif Discount applies to == All Payments
\n
If DiscountCodePercentageValue == 100
\n
Create secure zone subscriptions with expiration date 31-Dec-9999
\n
Do NOT Create Recurring Payment
\n
\n
\n
else
\n
Create Recurring Payment Set first payment Price to TotalCostand recurring Price to PaymentAmount * (1-DiscountCodePercentageValue/100)
\n
if TotalCost == PaymentAmount * (1-DiscountCodePercentageValue/100)
\n
set general recurring payment with price == TotalCost
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
Then
\n
if GiftVoucherValue > 0 and (PaymentAmount - DiscountCodeValue) > 0
Allow module item search from Tree View (same as List View)
\n
\n
\n
The ability to search in nested module items and in Tree View (like you can in List View) for Pages, Snippets, Custom Modules, etc. This brings list search to all modules now, including Blogs, Banners, Galleries, etc.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Pagination on tree view module items
\n
\n
\n
1) Add pagination for tree view in admin panel (UI is the same as for list view).
\n \n
Pagination is now applied to both ’Parent’ items (viewed as folder icons) and ’Child’ items (viewed as file icons) and acts upon the whole list.
\n \n
2) Apply Sorting via backend. Default sorting is not set (sort \"folders\" (parent module items) first then \"files\" (child module items)).
\n \n
Remember latest applied sorting (like it's done for list view).
\n
Store sorting field/sort direction separately from list view so they are remembered independently.
\n \n
3) Add searching by name for the current level
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Show/Hide Inactive/Disabled Items
\n
\n
\n
The ability to show/hide inactive/disabled items across all modules.
Allow adding an introductory paragraph to the module list view to give editors some guidance.
\n
Sometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.
Proposed solution: Allow the addition of notes to a module that would be displayed inline above a module’s list view. Suggest that they are in a collapsible accordion that would be open by default, but after being closed by the user it would remember its state and stay closed on future visits.
Add ability to select the version of reCaptcha used for system forms
\n \n
Add section to ‘Settings’ > ‘Misc’ with the ability to choose reCaptcha v2 or reCaptcha v3 to use on all system forms, which include:
\n
\n
login form
\n
restore password request form
\n
reset password form (on ’reset-password’ system page)
\n
Update account form
\n
\n \n
Selected reCaptcha will affect both, the way the form's html is generated from the toolbox/component manager, and the reCaptcha validation for the submit action.
This is the biggest update to Treepl CMS ever. We will be organizing a separate meeting to present all the changes and opportunities that the new architecture brings to the platform. Stay …
Allow adding an introductory paragraph to the module list view to give editors some guidance\n
\nSometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.\n
\nProposed solution: \nAllow the addition of notes to a module that would be displayed inline above a module’s …
DESCRIPTION: \nDepreciate the need to use recaptcha v2 on login forms and any other system form (I can only think of the account password update form, but there may be others).
\n
BENEFIT: \nLogins are always a barrier for end-users and bring along a whole set of additional user issues. \nImplementing recaptcha v3 just helps make this process more user-friendly and streamlined (and I assume …
Added default list layout for favorites (list of all items added to favorites).
\n
\n
Default layout will render: Name, description and URL to item.
\n
\n
New layout file created `list.layout` at `/cms-assets/layouts/favorites/` (https://prnt.sc/10v7n7j)
\n
\n
Admin Component Manager:
\n
\n
Rename `CRM > Favorites` to `CRM > Add to Favorites Button`
\n
\n
\n
Add `itemId` param. Add item search to this field if `source` selected (preset with `{{this.id}}`)
\n
Remove limit param from this area (it only makes sense for favorites list)
\n
\n
\n
Add CRM > Favorites list
\n
\n
\n
Preset list layout with path to new layout file `/cms-assets/layouts/favorites/list.layout` (https://prnt.sc/10vbu8z).
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Shopping cart Javascript events and triggers
\n
\n
\n
Added the ability to customise the ecommerce javascript functionality. A set of Javascript events for various eCommerce functions have been added for “Before”, “After” and “Trigger” events.
Improve Stripe payment error messages and payment form `onsubmit`
\n
\n
\n
Submit flow for payment forms and/or recaptcha v3 formshas been reworked.
\n
\n
Backend:
\n
`formSubmissionData`object (for both JSON response and Liquid) now will always have `FormRedirectLink` property.
\n
\n
Value will be either:
\n
\n
system thank you page for the form
\n
custom redirect link (from redirectURL hidden field for that the form)
\n
or redirect URL for Payment_Method==Paypal or bamboraEU (redirect) payment gateway
\n
\n
\n
NOTE: `FormRedirectLink` will be set even if there are errors in the `ErrorMessages` property. If you go to the link without checking for errors – they will be set to `formSubmissionData`Liquid object on that page as well, but only for the first page load.
\n
Frontend:
\n
\n
Improve reCaptcha v3 and payment JS.
\n
Added new custom event that will be triggered after all reCaptcha v3 validations (instead of the regular `submit` event)
\n
\n
These events allows you to: - Add any additional validation actions and stop the form submit via `event.preventDefault();` function. - Perform AJAX submit of the form (with already validated recaptcha token and payment data)
Add `prop_ReleaseDate` to the add and edit module item HTML forms, retrieved via the Component Manager/Toolbox.
\n
\n
Add ability to use `prop_Enable` to add/edit module item controllers. On ADD form; if `prop_Enable` is specified in form submission - apply its value only if there is no admin approval required rules in place for the module.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Liquid improvement: Ability to use variables in {% for %} tag
\n
\n
\n
Ability to use `limit` and `offset` param value via variables (not just via pure numbers).
\n \"Before\" callbacks could be used for additional custom js logic and could interrupt event process. \n Process could be interupted via event.preventDefault(); function.\n
\n\n
Syntax
\n
document.addEventListener(\"CMS_BeforeExample\", function(event)\n{\nvar data = event.data;\n//custom code here\n});\n
\n\n
List of callbacks (see release notes)
\n\n
\"After\" Callbacks
\n
\n \"After\" callbacks could be used in order to retrieve data that was returned from the server in order to apply any custom logic that …
Add default list layout for favorites (list of all items added to favorites) and insert in to blank. \nUse output of Name, description and url only
\n\nRename CRM > Favorites to CRM > Add to Favorites Button \n- Add itemId param. Add item search to the field if source selected. \n-- preset by {{this.id}} (similar to how it works on add to cart component …
Add CMS_CustomSubmit event that will be triggered for all payment forms including forms with reCaptcha v3 \nAdd CMS_triggerHandlePayment trigger that will allow to finalize payment process if form will be sent via ajax inside CMS_CustomSubmit event handler. \nAdd CMS_AfterFormPaymentHandled event that will be triggered once all payment processes are made. \nSee release notes for more …
Add prop_ReleaseDate to add and edit module item HTML forms, retrieved via toolbox. \nAdd ability to use prop_Enable in add and edit module item HTML forms. \n- On ADD form - if prop_Enable specified in form submission - apply it's value only if there is no admin verification required for the …
\n\nAbility to use from and to param value via variables. \nNot only via pure numbers. \nExample: \n\n
Liquid
v 5.9.2 Release date: 28 Jan. 2021
Full Release Notes
\n
v5.9.1
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Favorites
\n
\n
\n
1) Add/remove from favorites actions
\n
Add two GET URLS (public api), one for “add” and one for “remove”, for logged in users with `itemId` as parameter (id of module item that should be added to favorites)
`moduleIdentifier` (required) - moduleName or moduleId.
\n
`itemId` (not required) - id of the module item
\n
`limit` (not required) Default=ALL - number of items to be rendered
\n
`collectionVariable` (not required) - works the same way as other modules.
\n
`layout` (not required) - path to FTP file that will contain layout content to be parsed. - If specified empty string - do not render anything. - If not specified at all - render default virtual layout (see design link below).
Excel export table column (on import - react on both new and old name) - “Subscribed Date” to ”Booking Date” - “Allow Multiple Subscription Per Email” to ”Allow Multiple Bookings Per Email”
\n
\n
\n
\n
\n\n
Toolbox -> Events\n
\n
Toolbox item name ”Event Subscription Form” to ”Event Booking Form”
When a visitor makes an order for several different items on one and the same order the system will create one purchase-order for each item even if they all are supplied by one and the same supplier. This obviously causes a lot of extra work for the suppliers. BC consolidated several items to one and the same purchase-order and only split the order if there were multiple suppliers to supply the items on the order.
\n \n
Solution:
\n
Consolidate several items to one supplier email for the same order instead of sending supplier email for each product.
Ability to edit admin's \"Analytics\" page:. \n- Rename page and blocks \n- Rearrange and resize blocks \n- Change or hide data inside blocks \n- Set data range \n- Add extra analytics \n\nAvailable starting \"Pro\" …
Problem: It’s hard for users to get file URLs from the file manager. \nProposed solution: \nAdd a new menu item, “Copy URL”, under file actions dropdown that allows a user to copy the file’s url. \n \nHere: \n\n \nIt would also be nice if the file name was linked to the file location in list (non-tree) view, or if there was a …
When the payment has gone through you end up on a \"success\" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the \"immediateredirecttoaccept\" parameter.
Add billing address and personal details fields to the CMS billing page in order to add them to the invoice.
\n
Make them required.
\n
Send Invoice to the payer instead of the Agency user.
\n
\n
\n
\n
\n
\n
Feedback Task
\n
\n
\n
Set 404, 403 and 401 status codes when showing appropriate system pages
\n
\n
\n
Implement server responses for 404, 403 and 401 statuses to set appropriate status codes and at the same time still display appropriate System Pages content.
12. [ ✔] In the “Form Builder” options, perhaps adjust the form ‘Type’ display names an provide a short explainer, eg 14. [✔ ] In Secure Zones, when setting “Membership Renewal Rate”, perhaps change the values from “Day, Week, Month, Year” to “Daily, Weekly, Monthly, Yearly” 23. [ ✔] On the Product settings tab, suggest changing “Max Downloads Allowed” to “Maximum Downloads Allowed” (for consistency) 30. [ ✔] For ALL module ‘Layouts’ tab, perhaps remove the redundant “Create New...” from the “CREATE NEW” dropdown option. Two example 31. [ ✔] For the Products/Catalogs “Layouts” tab, consider removing the ‘s’ from headings “Catalogs Layouts” and “Products Layouts” to just “Catalog Layouts” and “Product Layouts” 33. [ ✔] Consider adjusting “Discount Codes” menu item and headers to title-case 34. [ ✔] Consider adjusting “Gift vouchers” and “Shipping options” to title-case in the main admin menu 36. [ ✔] Under “eCommerce” > “Settings”, consider adjusting headings and labels to title-case. Also, ‘lifetime’ is one word so change “Shopping cart life time in hours” to “Shopping Cart Lifetime in Hours” 38. [✔ ] Under “Reports” > “Custom Reports”, could the list display more human readable ‘Type’ values? Ie: “Contacts and Event Bookings” instead of “ContactAndEventBookings” 40. [✔ ] Under “Reports” > “Custom Reports”, when editing a Report, under the ‘Fields’ tab consider adjusting some letter cases (“Id” should be “ID” if possible) and perhaps change “E-mail” to “Email” for consistency. Assuming these changes will then flow through to the report column headers.
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.
\n
For example: with an image field, the note might read \"This image is displayed as the thumbnail on your Team Members page and ideally should be portrait orientation and at least 500px wide\".
\n
The note could perhaps be hidden under a help/info icon to keep the layout clean.
Add icon field to the `module` > `settings` page http://prntscr.com/vuhivv. Provide ability to choose icon from the system or custom library.
\n
Store icons in /admin-assets system folder. Store folder outside FTP folders.
\n
Provide ability to add icon to the icons custom library (on Admin menu configurator page). Design: https://invis.io/S6ZFRJWRNJG Suggested icon dimensions and extension: 24x24px, SVG
\n
Change icons display logic on module items tree view\n
\n
if module has custom icon - show it instead of \"File\" or \"Folder\" icon
\n
else - show icon as previously: - if module is Parent module - \"Folder\" icon - if module is Child module - \"File\" icon
\n
\n
\n
\n
\n
\n
\n
\n
Feedback Task
\n
\n
\n
Improve GDPR control, Contacts and advanced CRM groups
If ”Allow listing crm contacts data” == true - discard \"Allow listing my contact data in the CMS\" checkbox behavior and always allow use all contact data:
\n
\n
via components\n
\n
{% component type: \"CRMContacts\" %}
\n
{% component type: \"CRMCustomGroup\" %}
\n
{% component type: \"CRMContactCustomGroup\" %}
\n
\n
\n
in the admin CRM data pickers
\n
\n \n
3) Components logic extending
\n
Add includeSecureZonesInfo: \"true\" param to {% component type: \"CRMContacts\" %}
\n
If not set - default value is false
\n \n
Also add it to the toolbox.
\n
If true - add following object to item context (similar to what we have in {{request.currentmember}}):
Add button that will trigger sort all module tags alphabetically (https://prnt.sc/vv8q36) Add confirmation popup in order to prevent accidentally sorting.
- https://prnt.sc/vv907c - blinking circle and message that shows what process is currently working
- https://prnt.sc/vv910x - message that shows when you try to close the tab where background process is working
\n
\n
\n
Add to `Settings` -> `Misc` ability to switch off warning message (https://prnt.sc/vv92oq) when you switch between wysiwyg and ACE editors (https://prnt.sc/vv934e) Default value is false
\n
Improve tree view of Gallery/Slider modules on all sites: - remove `url` and `template` columns - add `image` column
Validation warning for general URL conflicts before saving item. ie: for Pages and other items not influenced by the Advanced URL Manager.
\n \n
1) Update `Settings` -> `Misc` in group “Admin Panel Settings” with new setting “Disable autocomplete for already taken URL slugs” (default is ‘false’)
Apply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.
\n
If we really want to get fancy we could make the default styling along these lines. https://prnt.sc/vv8ivx
\n \n
1) Component param
\n
Add param to component type `module` and `module_of_member`
\n
\n
styledPagination : \"true\"
\n
default value is false
\n
if true - show new pagination structure instead of old one
\n
\n \n
2) Toolbox
\n
\n
Show under ”Display Pagination”
\n
if checked - show new pagination structure instead of old one
\n
Hide if ”Display pagination” is false
\n
Set default value to true. But reflect in component string only if display pagination is true
\n
\n \n
Applies to the following modules:
\n
\n
Custom module (Groups and Item lists)
\n
Blogs (Groups and Item lists)
\n
Gallery/Slider (Groups and Item lists)
\n
FAQ's (Groups and Item lists)
\n
Banners (Groups and Item lists)
\n
Authors
\n
Events (Groups and Item lists)
\n
eCommerce (Catalogs and Product lists)
\n
\n
\n
\n
\n
\n
Public Request
\n
\n
\n
Small UI tweak: Add Icons To Items Under \"Content\" Section
A ‘Recent Items’ section to quickly go back into last page/module you were in, without having to navigate back to that page.
\n \n
Functionality
\n
\n
Store history in session storage.
\n
Add to visited pages recent item history. If the page is already in the history - move it up in the history list (instead of adding duplicate history item).
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.\n For example: with a image field, the note might read \"This image is displayed as the thumbnail on your Team Members page and idealy should …
Currently pagination outputs raw unordered list.\n
\nApply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.\n
\nIf we really want to get fancy we could make the default styling along these lines. \n
- Set 404, 403 and 401 status codes when showing appropriate system pages \n- Improve GDPR control, Contacts and advanced CRM groups \n- Ability to \"Favorite\" a module item \n- CRM -> Bookings: Export to Excel to be filtered by form …
- Admin Proof Read/Suggestions: Admin Proof Read.docx \n- Add info with site name and username to the header: See design \n- Fix search in the data source. Currently, the search is working just from the start of the line. \n- Alphabetic sorting of data sources. \n- Alphabetic sorting of tags + button to sort from A to Z. \n- Notification on when import, …
UI/UX
Admin Panel
v 5.8 Release date: 18 Nov. 2020
Full Release Notes
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
PORTAL:
\n
Portal restructure
\n
\n
\n
1) Rename Menu items
\n
Change following:
\n
\n
‘My Details’ to ’My Settings’
\n
‘Backlog’ to ’Public Backlog’
\n
\n \n
Split Menu in two parts. Set to bottom menu following items:
\n
\n
Public Backlog
\n
Documentation
\n
Pricing For Resellers
\n
\n \n
Change Icons for
\n
\n
My Settings
\n
Pricing For Resellers
\n
Projects / Services
\n
Support
\n
\n \n
2) Restrictions
\n
Restrict commissions for Agency role only
\n
Show prices that include commissions on the Treepl CMS sites in direct billing page
\n
DO NOT include commissions if clicking pay from the portal.
\n \n
3) FTP credentials tab
\n
Create FTP under trialsite.co subdomain
\n \n
Show host and username under ’FTP credentials’ tab
Default Commission Value (validate numbers only, range: 0 - 900)
\n
My PayPal Email
\n
Resend Verification button\n
\n
show only if current paypal email is not verified.
\n
clicking on the button should resend ’paypal email verification’ email
\n
\n
\n
\n \n
Once form is saved - send ’paypal email verification’ email with the confirm button.
\n
Once confirm button is clicked - mark paypal email as verified.
\n
\n
If error occured while confirmation - show system page with error text
\n
else if OK - show success page and link to trial sites list page.
\n
\n \n
DO NOT SEND commissions to paypal emails until they are verified (trigger Payment error)
\n \n
2) Add commission tab to site edit page
\n
Add tab that will allow to setup commission for the site for monthly and annually subscriptions.
\n \n
Settings:
\n
\n
Commission Type (dropdown)\n
\n
Percentage (default)
\n
Value
\n
\n
\n
Commission Value (validate numbers only)\n
\n
ranges for ‘Value’ type: 0 - [value that gives 5000 in Your client Pays]
\n
ranges for ‘Percent’ type: 0 - [percent value that gives 5000 in Your client Pays]
\n
default value from the ’MySettings’ -> ‘Commissions’ -> ’Default Commission Value’
\n
\n
\n
\n \n
Calculated summary should follow logic as described in this spreadsheet (for display purposes use 4.4% fee per transaction since it is the biggest one that may be charged):
When receiving payment - determine the [transaction fee percent].
\n
Calculate [treepl part] as: [Original treepl price] * (1-[transaction fee percent]) - 0.30 (per transaction value part of the fee)
\n
Calculate [reseller's part] as: [received amount] - [treepl part] - 0.25 (standard fee for sending money from one paypal account to another)
\n
Send [reseller's part] to the PayPal Email:
\n
\n
\n
if ’Payment Error’ occurs: send system email to support@treepl.co: Subject: “Commission sending error” Content: Should contain [reseller's part] price, PayPal email, error info, date, site id and url
When the payment has gone through you end up on a \"success\" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the \"immediateredirecttoaccept\" parameter.
\n
Provide ability to choose this flow in bambora payment gateway settings and implement the appropriate logic.
If you add `collectionVariable` param to the component the layout doesn’t render in the following cases:
\n
\n
When Layout param is missing (should render default layout)
\n
When layout param is present but value refers to the layout file
\n
\n \n
NOTE:
\n
You may have such kind of components in you code ({% component type:\"shopping_cart\", collectionVariable:\"shoppingCartData\" %}) that by mistake may miss the layout:\"\" param that stops component from rendering the default layout but still show no default layout (because of the current bug) . You need to add missed layout:\"\" param to such components in order to fix incorrect implementation of the component.
Invited user should be able to perform any action that the agency user can except for:
\n
\n
Delete sites
\n
See ’Portal Users’ tab and invite other Portal users
\n
\n \n
Invite process should be similar to admin users invite in the CMS (create user if not exist or just invite already existed)
\n
\n
if user is already invited to any agency user portal then show error message: “This user is already invited as Portal users to another Agency.”
\n
if user is already exist in the identity server and has role:\n
\n
Admin user\n
\n
force rewrite there role to Portal user
\n
once they will try to login to any site where they are already marked as admin - remove that mark and release admin slot for that site
\n
\n
\n
Any other role show error message: “This user couldn't be invited as Portal user.”
\n
\n
\n
send Invite email
\n
\n \n
Text for ? icon near INVITE NEW USER button: “Portal users would have same privileges that your account has except of ability to delete sites and invite new Portal users”
\n
2) Add lazy create process on CMS sites
\n
When Portal user passes login/verification process (via SSO) to the site that belongs to the Agency of the Portal user - add this Portal user to the DB if it's not exited there yet.
\n \n
3) Portal user influence to admin users UI and restrictions
\n
Portal user should:
\n
\n
not be visible in admin users
\n
not take slot of admin users
\n
have same permissions as their Agency
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Agency Plan: Functionality to store and share Modules (for Agency)
Show ‘Export’ button on edit module -> Settings page (see design).
\n
Show ‘Import’ button on create new module page (in the same place as ‘Export’ button on design).
\n \n
When clicking ’Export’:
\n
\n
Download json file with module settings (described in Import/Export logic part of the task)
\n
\n
When clicking ’Import’:
\n
\n
Upload file and verify that module (or each module of parent-child module linkage) doesn't have conflicts between already existed module aliases
\n
If conflicts found show popup:\n
\n
When only one conflict found: “Module with name \"[ModuleName]\" is already exists on the site. Paste new name for module or click cancel. \"[ModuleName]\": [input for name] OK | Cancel
\n
When conflicts found in both parent and child module names: “Modules with names \"[ParentModuleName]\" and \"[ChildModuleName]\" are already exist on the site. Paste new names for modules or click cancel. \"[ParentModuleName]\": [input for name] \"[ChildModuleName]\": [input for name] OK | Cancel
\n
Validate that new names do not conflict with any already existed modules in the CMS via JS (OK button is disabled until there will be no conflicts) as well as via backend (show same popup once again if JS passed the validation but module was created between the time popup displaying and new names confirmation submit).
\n
\n
\n
If no conflicts found - perform Import logic
\n
Show loader while module is creating
\n
\n \n
2) Implement Import/Export logic
\n \n
Export:
\n
\n
Extract all module settings\n
\n
Settings tab (with assigned workflow Names)
\n
Properties tab
\n
Layouts tab
\n
Table tab
\n
\n
\n
If module has parent-child linkage\n
\n
extract both module settings (extract child module first)
\n
\n
\n
If module has Datasource fields\n
\n
save datasource module alias as reference in the property settings
\n
Extract datasource module settings as well
\n
if any property module also has datasource:\n
\n
if datasource module is not added to the export repeat current step for it as well
\n
else - skip datasource
\n
\n
\n
if datasource module also has parent-child linkage\n
\n
extract that linkage also
\n
\n
\n
\n
\n
\n \n
Import:
\n
If file could not be parsed show error: “File is not valid for import process”.
\n
Else:
\n
\n
Go for each module that is stored in the file\n
\n
Try create module (by ’Settings’ tab data)\n
\n
if site already have module with the same alias as module from export skip module creation\n
\n
mark module as ’skipped’ in import settings
\n
if module has parent-child linkage in the import settings - mark both (parent and child) as ’linkageRejected’
\n
\n
\n
DO NOT try to set parent-child linkage on this step (even if they should be added based on module settings)
\n
\n
\n
Try find workflows by names:\n
\n
if found apply workflow
\n
else - skip workflow setting
\n
\n
\n
\n
\n
Go for each module marked as parent and has ’linkageRejected == false’\n
\n
link child module by alias based on settings from the import file
\n
\n
\n
Go for each module that is stored in the file AND is not marked as ’skipped’:\n
\n
update module (by Properties tab data)
\n
update module (by Layouts tab data)
\n
update module (by Table tab data)
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Default setting for availability for search engines
\n
\n
\n
1) Add default configuration setting
\n
Add setting to ’Module’ -> ‘Properties’ -> ‘Default Properties’ -> “Show new items for search engines”:
\n
\n
Defines if module items should be automatically visible for search engines after create item action (default value for ”Show this page for search engines” checkbox in ’item’ -> ‘SEO’ tab).\n
Add to ’eCommerce’ -> ‘Settings’ -> ‘tax and shipping’ new setting called “Shipping option order price limitations applied to” Location: http://prntscr.com/v0oq2r
\n \n
Options (dropdown):
\n
\n
subtotal with tax (default)
\n
subtotal without tax
\n
\n \n
Logic:
\n
Based on the selected value - apply ”Shipping option order price limitations” accordingly:
\n
\n
in JS logic in order to display shipping option or not
\n
in backend if shipping option set request was pushed to the server but shipping option doesn't allowed by price limitation
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Setup primary domain to be first in SEO canonical link helper
\n
\n
\n
Improve canonical link helper:
\n
Domain selector should show Primary domain by default (first option in dropdown)
\nProperties -> Default Properties: \nAdd ability to enable item for search engines once created. \n \nPreselect it for following system modules \n- Blog Post \n- Page \n- Page Folder \n- Blog \n- Event Groups \n- Events \n \nWhen new module created - preselect that setting by …
When Email Domain verification process fails - show ’Retry’ button when statuses set to failed http://prntscr.com/udjtv0.
\n
Clicking on the button should retry the verification process on the Amazon side. States should be reset to pending.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add reply-to sender for workflows
\n
\n
\n
Modify workflow emails by adding reply-to header and copy email of the CMR user that originally triggered this workflow.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Secure/Unsecure form submission folder
\n
\n
\n
1) Add new settings to the ‘Form’ -> ‘Settings’ page:
\n
\n
Secure Uploads (default: False)
\n
Uploads Folder (default: /_form_submissions/)\n
\n
Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
\n
Do not allow ftp root (/).
\n
\n
\n
\n
\n
2) When form is submitted, store uploaded files (from custom fields and advanced CRM group fields) in the folder selected in the ’Uploads Folder’ setting.
\n
Create folder if it does not exist when submitting the form.
\n \n
When accessing any file - check if it's folder contains any folders set in any form’s secured folder setting:
\n
\n
requested file path contains (starts with) any form's ’Uploads Folder’ setting and the form has ’Secure Uploads’ set to “true”
\n
if folder is secured - verify that current site visitor is a logged in admin user
On submission of the ‘Update Account’ form - update CRM group fields that are already attached to the current contact CRM (either globally attached to contacts or custom attached to individual contact).
\n
Form field names would be the same as they are on web forms (‘groupAlias_fieldAlias’ pattern)
\n \n
2) ’Update Account’ Form in toolbox update:
\n
In the component toolbox, under ‘Secure Zones’ > ‘Update Account Form’, in addition to the current fields, generate all advanced CRM group fields that are assigned to Contacts globally.
\n
NOTE: All custom attached CRM groups can still be updated via the ‘Update Account’ form but all fields for that custom group should be manually added to the update account form's HTML code by the developer based on ’groupAlias_fieldAlias’ pattern for form fields names.
\n \n
3) Provide ability to store files submitted via edit account form in certain folder
\n
Add section to ’Settings’ -> ‘Misc’ -> “CRM settings”:
\n
\n
Uploads Folder (default: ‘/_customer_data/’)\n
\n
Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
\n
Do not allow ftp root (/)
\n
\n
\n
\n
Secure Uploads (default ‘false’)
\n
\n \n
When user uploads file on edit account form submission:
\n
\n
add folder with member id (if not existed yet)
\n
place uploaded file in that folder
\n
\n
If ’Secure Uploads’ == true then allow download files from ’/_customer_data/’ folder for the logged in admin user only.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM groups on custom reports (+export)
\n
\n
\n
1) Integrate 'Advanced CRM Groups' to the custom reports:
\n
\n
Add ability to choose fields from Advanced CRM Groups attached to selected primary CRM type (entity that is chosen in 'Type' in settings tab http://prntscr.com/ugy9qk). Selected fields will then be shown on the ‘Fields’ tab.
\n
Provide ability to apply filter to any Advanced CRM Group's field that was shown on the ’Fields’ tab (regardless if it was chosen or not)
\n
Show Advanced CRM Group fields selected in the ‘Fields’ tab on the Results table. Add those fields to the export file as well.
1) Include Advanced CRM Groups into the Import/Export functionality
\n
Export:
\n
\n
When Exporting any CRM entity (Contact, Form Submission, Order or Booking subscription) - collect all advanced CRM groups that are attached to the selected set of items (for example if you choose form for case export - grab only advanced CRM groups attached to items that were retrieved by the query) and extend Excel table by them
\n
use groupAlias_fieldAlias format for column titles
\n
\n
Import:
\n
\n
provide the ability to import Form Submission and Booking subscription.
\n
use groupAlias_fieldAlias format for column titles as markers for fields that need to be updated
\n
when importing data:\n
\n
if there will be no field with some fieldAlias in group with groupAlias - skip content of this column
\n
if create or update operation is impossible for any entity (due to lack of required columns or empty/incorrect cell value) - skip processing this particular item and continue to the next item.
\n
\n
\n \n
2) Implement \"Get Import Template\" button
\n
\n
Add \"Get Import Template\" button. When clicked show popup with advanced CRM groups represented as checkbox list.
\n
Allow user to choose what groups should be included in the template besides native entity data.
\n
Add this button to Contact, Form Submission and Booking subscription
\n
use groupAlias_fieldAlias format for column titles
module_tag_list and module_category_list improvement
\n
\n
\n
1) Improve performance of 'module_tag_list' and 'module_category_list' components
\n
Use search by a separate table in order to retrieve data faster.
\n \n
Add additional table that will hold the following data:
\n
\n
release date
\n
expiry date
\n
active (boolean - ‘true’ if ’enabled’ AND product inventory visible etc)
\n
moduleId
\n
itemId
\n
tagname or categoryId
\n
\n \n
Update this table on:
\n
\n
module item add
\n
module item edit
\n
module item delete
\n
reindex module
\n
reindex site
\n
\n \n
Redo 'module_tag_list' and 'module_category_list' logic so it should search its data based on the table above instead of searching by regular site search.
\n
Sorting and indexing should be performed via SQL instead of via the C#
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Export of orders
\n
\n
\n
Add ability to call export for Orders
\n
- Green for order data. Data goes on the 1st row.
\n
- Red for order lines data. Product data goes starting on the 2nd row (1st row is empty for them) and goes down until all order lines will be output
“Country/Currency select” (Choosing value from this select to load settings specific for that particular country/currency pair)
\n \n
\n
Tax applies to (multiselect dropdown list) Determines if taxes should be applied to selected entities or not - shipping options (selected by default) - gift vouchers (selected by default)
\n
Auto-select tax if only one option available (boolean - default value ’true’) Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
\n
Hide tax selector if only one option available (boolean - default value ’false’) Determines if the tax dropdown be hidden by JS if there is only one tax option available.
\n
Enable tax dropdown (boolean - default value ’true’) Determines if {% component type: \"tax_codes\" %} component renders the tax dropdown or not. Also determines if server-side validation should require it or not.
\n
Shipping Countries (multiselect dropdown list - default empty list)\n
\n
-- list of all countries -- Also provides the ability to select all options. So the user can easily select all and then deselect the few not needed.
\n
Logic: determines what country list will be shown when rendering the component {% component type: \"countries\" %} - if value is empty - show all countries. Otherwise show only selected countries - if {% component type:\"countries\", allowedCountries:\"US,AU\" %} has ’allowedCountries’ param - use its list of countries instead of shop setting (component param overrides shop settings).
\n
\n\n
Choose Default Country (dropdown - default = null)\n
\n
-- list of all countries selected in Shipping Countries dropdown --
\n
Logic: Determines what country should be automatically selected when a user comes to the shopping cart.
\n
\n
\n
Make shipping country required (boolean - default ’false’) Determines if country dropdown can be deselected or not
\n
\n \n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Do not skip selected shipping options
\n
\n
\n
When shopping cart updated after changing quantity - if shipping options that was selected previously are still available - leave it selected.
\n \n
When any of the following processes occured:
\n
\n
add product to cart
\n
change product quantity
\n
remove product from cart
\n
add/remove discount code
\n
add/remove gift voucher
\n
\n \n
DO NOT reset selected shipping option if after shopping cart update that shipping option is still available.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
When Sorting items via ‘sortBy’/‘sortOrder’ - skip weighting
\n
\n
\n
Improve sorting of module items functionality on {% component type: \"module\" %} and {% component type: \"module_of_member\" %} via a new parameter for the component:
\n
\n
ignoreWeighting: \"true\" (default value ‘false’)\n
\n
if value true: skip sorting by weight before sorting by 'sortBy' (if 'sortBy' is empty then alphabetical sort should be applied - remove \"sorting by weight first\" logic also)
\n
if false: apply current sorting algorithm (first by weight then by name ASC).
\n
\n
\n \n
Add this new parameter to the toolbox for:
\n
\n
Custom modules\n
\n
List of items
\n
List of member's items
\n
\n\n
Gallery/Slider
\n
FAQ`s
\n
Banners
\n
Authors
\n
Events
\n
eCommerce\n
\n
Catalogs list
\n
Products list
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
‘CRMCustomGroup’ component type alias to ‘CRMContactCustomGroup’
\n
\n
\n
Create an alias of 'CRMCustomGroup' that will trigger the same functionality that 'CRMContactCustomGroup' (including all component properties).
\n \n
So {% component type: \"CRMCustomGroup\" %} will do the same as {% component type: \"CRMContactCustomGroup\" %}
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Group products JS and liquid logic
\n
\n
\n
Product Grouping on Detail Layout improvements:
\n
1) Add to all product detail layout custom forced wrapper (only if product has any grouped products):
2) Add JS that will request, via AJAX, the selected sub-product or main product once the appropriate option has been selected in the dropdown rendered via the component.
\n
Render layout based on the 'layoutName' and 'productID' sent in the request and with the following liquid variables:
\n
\n
this
\n
si
\n
siteinformation
\n
request
\n
\n
3) Add ‘this.URL’ to the liquid context of each item in {% component type: \"grouped_items\" %}.
\n
Add ‘this.URL’ to the <option> element as 'data-product_url' attribute.
\n
4) Provide custom event ’onProductLayoutChanged’ that could be used by any site owner's JS once layout will be changed via AJAX.
\n \n
Product Grouping on List Layout improvements:
\n \n
1) Fix component type module so it returns only main Product (if it is part of the Grouped products list) and don't return Grouped sub-products.
\n
Only MAIN product should be listed via {% component type=module %} (and type=module_of_member). Sub-products should not impact the pagination and should not be listed except if those components have ‘isSearchResult: \"true\"’ or ’searchScope’ param in which case include subproducts in the search results.
\n
2) Add custom wrapper to list layout if it contains any grouped products (if layout contains {% component type: \"grouped_items\" %}) and if the 'object' param is set to 'item' http://prntscr.com/tzf1n2 (wrap same as in detail layout above)
\n \n
NOTE:
\n
If you are using component type module with 'object: \"collection\"' then you should add wrapper from point 1 inside your for loop manually in order to allow product grouping logic to work.
\n \n
3) Provide custom JS event 'onProductLayoutChanged' and JS for layout reload (similar as described for the detail layout above).
\n \n
4) Fix group order
\n
Order of items that are listed via component should be the same as sorted in the admin.
1. [ ✔] When editing a Menu item, the ‘ID Name’ field should perhaps be just ‘ID’
\n
2. [ ✔] In the Component toolbox, perhaps remove the words ‘Get’ from the beginning of the Item Form options
\n
3. [ ✔] In the Component toolbox, when getting a search form, there is the FORM CODE and the COMPONENT CODE, but it’s not particularly clear these are two links, or the Form code link might be missed. Suggest separating these 2 links a bit more or perhaps even having 2 headings, eg
\n
4. [ ✔] In the Component toolbox, perhaps use correct apostrophes in the FAQ section
\n
5. [ ✔] In the Component toolbox, use lowercase ‘o’ in ‘of’ under the “Banners” and “Authors” sections for consistency with all other options
\n
6. [ ✔] In the Component toolbox, under “Events”, use capital letter for ‘Event Groups’, ‘Event’ and ‘Form’.
\n
Perhaps rename “List of event’s groups” to “List of Event Groups”
\n
7. [✔ ] In the Component toolbox, under “eCommerce”, suggest using title-case throughout for consistency
\n
8. [✔ ] In the Component toolbox, under “CRM”, suggest rewording options for consistency
\n
9. [✔ ] In the File Manager, when clicking the “Add New” button, it could probably just say “Folder” and “File” instead of repeating “Add new folder/file”
\n
10. [✔ ] In the File Manager, the upload file drop zone could be made a little clearer by adding “to upload” after “click here” link
\n
11. [✔ ] In the File Manager, in the context menu of a folder/file, perhaps the “Secure Zone” option should just read “Secure”
\n \n
13. [✔ ] In the Form “Settings”, perhaps add an ‘s’ to “Workflow” and “Secure Zone” labels (since multiple items can be selected).
\n
And, below this, the term “Autoresponder” is probably more widely used instead of “Auto-response” (not a big deal though)
\n \n
15. [✔ ] In Secure Zone “Members” tab, the “Emails” column header should probably just be “Email” (without the ‘s’)
\n
16. [✔ ] As above, the same change for “CRM” > “Contacts” list
\n
17. [✔ ] In “CRM” > “Contacts”, when adding a new contact, perhaps change “E-mail” field label to “Email” for consistency
\n
18. [✔ ] In “Form Submissions”, perhaps change the column heading of “Date Submission” to “Submission Date” or “Date Submitted”
\n
19. [ ✔] In “CRM” > “Orders”, when viewing the “Payments” tab, perhaps use a capital ‘C’ in “Amount Captured” column heading (for consistent title-case use)
\n
20. [✔ ] In “Email Marketing” > “Email Campaigns” in the ‘Settings’ tab, for the “Schedule Delivery” option, perhaps change to just “Delivery”.
\n
21. [✔ ] In “Email Marketing” > “Mailing Lists”, under ‘Subscribers’ tab, perhaps adjust “Emails” column heading to just “Email”
\n
22. [ ✔] In “Email Marketing” > “API Provider”, adjust page heading to use a capital ‘P’ for “provider”
\n \n
24. [✔] On the ‘Catalogs’ tab when editing a Product, perhaps add heading above the selection boxes to make it a little clearer what’s what
\n
25. [ ✔] On the ‘Inventory’ tab when editing a Product, perhaps use title-case for the ‘Added to shopping cart’ label making it ‘Added to Shopping Cart’ (for consistency)
\n
26. [ ✔] Similar to point 24) above, perhaps add headings to the selection boxes
\n
27. [ ✔] Under ‘Grouped Items’ tab when editing a Product, perhaps use title-case for the “Main product” checkbox label (for consistency)
\n
28. [ ✔] Under the ‘SEO’ tab for ALL module types, perhaps reword and title-case the “<head> section extra” label, possibly: “<head> Section Additions” or “Additional <head> Code”
\n
29. [ ✔] In ALL module ‘Settings’ page, use title-case for the ‘Site User Permissions’ checkbox labels. And perhaps change “Auto-response” heading to the more widely used “Autoresponder”
\n \n \n
32. [ ✔] For ALL module “Table” tab, consider using title-case for the ‘Add new column’ heading so it reads “Add New Column” (in the side panel when adding a column)
\n \n \n
35. [✔ ] Under a Shipping Options “Settings” tab, consider adjusting the “Show Shipping option to” label to title-case so it reads: “Show Shipping Option to”
\n \n
37. [ ✔] Under “eCommerce” > “Settings” → ‘Manage Status’ tab, consider adjusting for title-case
\n \n
39. [ ✔] Under “Reports” > “Custom Reports”, when editing a Report, the help bubble for “Settings” and “Form Filter” need adjusting.
\n
For “Settings”, it still refers to the previous naming of “Make Public” but should now be “Make Sharable”
\n \n
41. [ ✔] Under “Settings” > “Domains” and ‘Site Domains’ tab, consider adjusting for title-case in the sidebar for editing ‘Currency and Format’ and ‘Country’
\n
42. [ ✔] ...as above, also in the ‘Email Domains’ tab when adding a new domain, adjust for title-case
\n \n
44. [ ✔] Under “Settings” > “Admin Users”, column header and edit field label say “E-mail” consider changing to “Email”.
\n
Also note edit panel heading to title-case
\n
45. [✔ ] Under “Settings” > “Admin Menu Configurator”, consider adjusting headings and buttons for title-case
\n
46. [ ✔] Under “Settings” > “Setup Analytics”, consider correcting “Id” to “ID”
\n \n
48. [ ✔] Under “SEO” rename the “Pages search engine settings:” label to be more clear (since this option enables/disables ALL module item content, not just Pages).
\n
Something like “Global ‘Show for Search Engines’” with maybe even a paragraph under this heading, or a help bubble, describing what it does exactly,
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Fix truncate liquid string filter
\n
\n
\n
Fix liquid ‘truncate’ filter so if second param is NULL (http://prntscr.com/ui7qip) then apply \"...\" string as suffix.
\n
And if second param is an empty string \"\" (http://prntscr.com/ui7r3k) then apply an empty string \"\" as suffix.
<input type=\"number\" data-ecommerce_product_quantity_field=\"{{this.id}}\" {% if this.minimumUnits > 0 %}min=\"{{this.minimumUnits}}\"{% endif %} {% if this.maximumUnits > 0 %}max=\"{{this.maximumUnits}}\"{% endif %} value=\"{% if this.minimumUnits > 0 and this.params.quantity == null %}{{this.minimumUnits}}{% else %}{{this.params.quantity | default: 1}}{% endif %}\"/>
\n \n
4) Fix bug: ’this.params’ object is not filled by custom params. As a result such record {% component itemId: \"{{this.Id}}\", type: \"ecommerce_item_quantity\", quantity:\"10\" %} isn't rendered with quantity = 10 when it should.
Add following properties to the 'Product' (order line), 'Shopping_Cart' and 'Order' objects:
\n
\n
taxCode
\n
taxCodeHtml\n
\n
Product (order line)
\n
Shopping_Cart
\n
Order objects
\n
\n\n
unitRecommendedPrice
\n
unitRecommendedPriceHtml
\n
unitRecommendedTaxPrice
\n
unitRecommendedTaxPriceHtml
\n
unitRecommendedTotalPrice
\n
unitRecommendedTotalPriceHtml
\n
onSale\n
\n
Product (order line) object
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Property (type media) - apply URL partial encode for liquid
\n
\n
\n
Improve module item liquid object for ‘Media’ type properties in {% component type: \"module\" %} and {% component type: \"module_of_member\" %}:
\n
If property type is 'Media' - launch the following algorithm to its value:
\n
\n
extract file name from file path (file name is between last \"/\" and \"end of string\" OR \"?\")
\n
apply URL encode to the name
\n
join path and name back together
\n
place the value back to the property
\n
\n \n
The value of the 'Media' property still should be un-encoded on edit item form in the admin.
\n \n
Also update \"copy to clipboard\" links so they return encoded filename https://prnt.sc/uu6ljx
\n \n
Eg: So if an item would have a value like \"/pdf/myPdf#2.pdf?downloadable=1\" it will be encoded like \"/pdf/myPdf%232.pdf?downloadable=1\" and placing {{this.myPdf}} into the href attribute of the link will not break the file accessibility. For example: <a href=\"{{this.myPdf}}\">Download PDF<a>
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add module ID/alias to the item object (LIQUID)
\n
\n
\n
Extend module item object by adding following properties
\n
\n
Module_ID
\n
Module_Alias
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add {{this[‘LastUpdatedDate’]}} to properties list (toolbox)
\n
\n
\n
Add {{this[‘LastUpdatedDate’]}} to properties list in ’Module’ -> ‘Layout’ -> ’Properties’ toolbox. It exists, just not listed.
The ability to assign a custom folder path for user-submitted media objects. \nThis should also apply in the admin - so when selecting a file the file manager opens to the defined folder. \nThe ability to setup custom folder path to be secured (only admin have access) or unsecured (anyone with the link have …
The ability to have notifications on both creating and editing items.\n
\nWould we be able to allow the programatic triggering of Workflows for Custom Module create/edit forms, like we have for general forms:\nhttps://docs.treepl.co/documentation_group/content-modules/forms#secTriggerWorkflows\nand this will allows us to configure Workflow/s for whatever condition we …
- Sitemap.xml Exclude Module List \n- Update CRM Contact Group on edit account form \n- Advanced CRM groups on custom reports (+export) \n- CRM import/export + advanced CRM groups \n- Group products JS and Liquid logic \n- Rounding Formula for Taxation Engine \n- Shipping and tax improvements \n- module_tag_list and module_category_list improvement \n- Export of orders \n- Exporting Subscribers from Events \n- \"Tax Never Applies\" option for price \n- Do not …
CRM
SEO
eCommerce
v 5.5 Release date: 20 Aug. 2020
Full Release Notes
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
File Manager: Files/folder lazy loading
\n
\n
\n
Improve file manager to use lazy loading functionality (to show only those elements that are visible on screen) in order to prevent long loading of the files and folders when there are a lot of files and/or sub-folders.
\n
Once user scrolls the active area, show following elements and hide previous so browser would not be overloaded.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Custom Shipping Layouts Bug
\n
\n
\n
eCommerce JS should not overwrite the <options> layout entirely. Option layout should be taken from the ’data-cms_cart_shipping_option_name_layout’ attribute that is located on the <select> tag.
\n
If no data attribute would be found - js will use default option name layout.
Back-end:
\n
Default layout should be improved by adding ’data-cms_cart_shipping_option_name_layout=\"{itemName} ({itemPrice})\"’ to the select tag http://prntscr.com/tcue19
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
3rd Party Shipping Integration: Order States and Tracking Info Management
\n
\n
\n
1) Add two system fields to the ’Order’ item in the admin (after Invoice Date http://prntscr.com/tb49jp):
Add ’Manage Statuses’ Tab to ’eCommerce’ -> ‘Shop Settings’ page
\n
Provide Ability to Create, Update, Delete Status and change their order in the dropdown on the ’eCommerce’ -> ‘Shop Settings’ -> ’Manage Statuses Page’ (http://prntscr.com/u6s8s9)
Add/Edit contains following fields:
\n
\n
Status Name (required)
\n
Type (not editable. For display purposes only)\n
\n
Custom (default)
\n
New
\n
AwaitingPayment
\n
PendingCharge
\n
PaymentCanceled
\n
Paid
\n
\n
\n
Workflow (multi-select)\n
\n
Not Set (default)
\n
--- list of workflows ---
\n
\n
\n
Notify Customer\n
\n
boolean (default false)
\n
\n
\n
\n \n
Provide following delete logic:
\n
\n
Only Statuses with Type=’Custom’ could be deleted.
\n
Don't show delete button and don't execute delete operation on statuses that has type other than ’Custom’
\n
\n \n
Pre-create following statuses (set all to: Workflow=Not Set, Notify Customer=False)
\n
\n
New (selected when order is created)
\n
Awaiting Payment (selected when create order via checkout form)
\n
Pending Charge (selected when two step card payment successfully placed funds for the order on hold)
\n
Payment Canceled (selected when: admin canceled the pending charge payment, or, pending charge payment was expired and as a result was canceled)
\n
Success (selected when CMS retrieves a message from payment provider that payment was successfully processed)
\n
Payment Failed (selected when CMS retrieves a message from payment provider that payment failed)
\n
\n \n
Remap all orders with current enum statuses as follows:
each time when new custom order status will be created - create [[order-status-name]].html file
\n
each time when custom order status name will be changed- changed [[order-status-name]].html file
\n
apply FTP synchronization to these files (update file content will update Content field of the email)
\n
\n
\n
\n
\n
\n \n
Liquid scope for \"this\":
\n
\n
order
\n
oldOrderStatus
\n
customer
\n
siteUrl
\n
\n
eg: Dear {{this.customer.firstname}}, The status of your order (#{{this.order.invoiceNumber}}) has been changed from {{this.oldOrderStatus}} to {{this.order.status}}.
\n \n
6) Add functionality to the order status change event:
\n
When changed (manually or via backend flow logic) - get new status settings and
\n
\n
send ’Order Status Changed’ system email if ’Notify Customer’ setting is True
\n
send all selected workflows that are selected in the ’Workflow’ setting (if there is a workflow selected)
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
3rd Party Shipping Integration: (BASE LOGIC)
\n
\n
\n
1) Shop Measurements Setup
\n
Add the following settings to the ’eCommerce’ -> Settings’.
\n
Determines the unit of measure to be applied to the Shipping options and Products Width, Height, Depth and Weight for the calculation of shipping price.
\n \n
Preset kg and cm for all sites in Database by default.
\n \n
Options:
\n
\n
dimension:\n
\n
cm (default)
\n
in
\n
mm
\n
m
\n
ft
\n
yd
\n
\n
\n
weight:\n
\n
kg (default)
\n
lb
\n
oz
\n
g
\n
\n
\n
\n \n
2) Shipping Option Integration Setup
\n
Modify the shipping option Details form according to the following fields order:
\n
\n
Name
\n
Currency / Country
\n
Type (new extended list)\n
\n
User Defined
\n
FedEx
\n
UPS
\n
USPS
\n
Canada Post
\n
Australia Post
\n
New Zealand Post
\n
\n
\n
Tax Code
\n
Price
\n
\n \n
Once any type with Shipping Integration selected- hide ’Price’ fields and show additional fields specific to the selected shipping provider:
\n
\n
Origin Zip/Postcode (string)
\n
Shipping Provider Services (dropdown)
\n
\n
unique fields for the particular shipping provider including api access params. BC Example for each shipping provides:
When shipping option that has shipping provider integration is selected, show additional input field: “Destination Zip/PostCode”
\n
\n
If shipping provider accepts any other additional fields that affects the cost - show them (For example: “Address is residential” field for UPS Air https://prnt.sc/talnkb, https://prnt.sc/talo94)
If there are several options available for the destination - provide the ability to choose one.
\n
If there are only one option available - preselect it.
\n
if no options available - show message \"No shipping options available for this destination\".
\n
if any error occured - show error message.
\n
\n \n
4) Shipping option display based on order rules
\n
Shipping options that have shipping provider integration should follow the same rules as currently works for ’User Defined’ shipping options (Shipping Option -> Settings tab).
\n
This includes:
\n
\n
measurement constraints
\n
price constraints
\n
limit delivery to country
\n
exclude if purchase from catalogs
\n
\n \n
5) Shipping Price Calculation Rules
\n
Once shipping provider returns the options and their prices - extract ’shippingTaxRate’, ‘shippingPrice’ based on the response data (if no tax set in the CMS the tax info will be taken from the shipping integrator if provided).
\n
Then recalculate base shipping price by adding any ’Handling Charge’ and ’Additional Per item Handling Charge’.
\n
And then recalculate ’shippingTaxPrice’, ‘shippingTotal’ and all other related prices like it works for ’user defined’ shipping options.
\n \n
Set resulting values to the liquid object of the shopping cart.
\n \n
Return to UI prices that already includes ’Handling Charge’, ’Additional Per item Handling Charge’ and ’taxPrice’. Basically the ’shippingTotal’ (https://prnt.sc/talnkb)
\n \n
6) Checkout form improvement based on the shipping providers integration
\n
Set zip code field to disabled (it is not allowed to be changed) and pre-filled by the value chosen on the shopping cart step (similar to how country is pre-selected based on the country selected on the shopping cart and not allowed to be changed).
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
3rd Party Shipping Integration: Liquid component tag for shipping providers additional fields
\n
\n
\n
Add new component tag for \"shippingProvidesFields\":
show QR code and code field on separate page after successful login (if 2FA not set up for the current user) http://prntscr.com/u6s4y8
\n
show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)
\n
\n
4) add ability to enable 2FA for the site on site details and show indicator on sites list
\n
\n
similar checkbox setting as on edit profile
\n
show if 2FA is enabled for the site
\n
\n
5) for site admin users (if 2FA for the site is enabled) each time on login:
\n
\n
show QR code and code field on separate page after successful login (if 2FA not set up for the current user) http://prntscr.com/u6s4y8
\n
show code field on separate page after successful login (if 2FA is set up for the current user) (without QR code)
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Replace old order.totalHtmlPrice and remove property
\n
\n
\n
Replace all occurrences of ’totalHtmlPrice’ to ’totalPriceHtml’ within order or shopping cart objects in following places:
\n
\n
System emails:\n
\n
Supplier Notification
\n
Invoice
\n
OfflineCreditCardPayment
\n
\n
\n
Forms:\n
\n
Checkout
\n
\n
\n
System Pages:\n
\n
offline-credit-card-payment
\n
order-receipt
\n
shopping_cart
\n
\n
\n
\n
ATTENTION:
\n
Custom includes, layouts or snippets where totalHtmlPrice has been used as part of any custom logic will not be replaced. It needs to be replaced to totalPriceHtml by the partner manually.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Payment gateways: Paypal
\n
\n
\n
1) Create support for Paypal Payment gateway.
\n \n
2) Gateway logic should support following flows of capturing price:
\n
\n
‘Instant payment’ (charge money right away)
\n
\n
Places for logic to be implemented in:
\n
\n
‘Settings’ -> ’Payment’: Provide ability to setup API credentials for Paypal
\n
Page rendering function: Setup auto-add Paypal payment scripts in <head> section (similar to how it's done for eway and stripe)
\n
Payment form submit processor: Setup charging process via Paypal API using token retrieved from formData
1) Add new setting to the form settings (show only if at least one of the selected payment gateways support Two-step card payments)
\n
\n
Payment Flow\n
\n
Instant payment (default)
\n
Two-step card payments
\n
\n
\n
\n
\n
2) Payment gateways with Two-step card payments support:
\n
\n
Stripe
\n
Bambora
\n
\n
\n
3) Current payment flow logic is Instant payment. Once Two-step card payments selected and if payment gateway supports Two-step card payments - setup and apply following payment flow logic:
Once user submitted a payment form - place required funds on hold.
\n
Creating order, email notifications etc should be created/sent similar as for Instant payment flow but set cost to pending amount value. Set payment state to pending. Set Order state to pending charge.
(SCA) is a regulatory requirement in effect as of September 14, 2019, that impacts many European online payments. It requires customers to use two-factor authentication like 3D Secure to verify their purchase.
\n
\n
2) Add setting to stripe Payment Gateway (Enable 3D Secure)
\n
Enabling this setting will force payment form to trigger Payment Intents flow with support of 3D Secure rather then Charges
\n
\n
3) Create new system page: Checkout payment (/checkout-payment)
\n
\n
4) Payment Intents flow will not ask you for card details on the form but once the form is sent - it should redirect you to Checkout payment system page.
\n
In case you are paying for Event, secure zone subscription or general payment:
\n
\n
order should be created after payment is confirmed
\n
secure zone subscription should be applied after payment is confirmed
\n
event subscription should be added after payment is confirmed
\n
\n
\n
5) If shopping cart total price was changed after user comes to Checkout payment system page - show validation error on submit:
\n
“Price of the shopping cart was changed. Please go back to the <a href=\"/shopping_cart\">Shopping Cart</a> page, verify the data and re-submit the form.”
1) Add page and menu item: ‘Reports’ > ‘Custom Reports’
\n
Provide ability to:
\n
\n
Add new report
\n
list reports (with pagination 20 per page)
\n
Show only reports marked as public or that were created by the current logged in Admin User
\n
\n
2) All functionality with Custom Reports is available starting from Pro plan.
\n
\n
3) Reports Builder:
\n
SETTINGS
\n
Save the report by name and set as public option that allows you to share the report with other admin users. If Make public set to false - you are the only one who will see this report.
\n
\n
TYPE
\n
The type determines what fields should be collected for Fields and Filters steps and what entities should be collected for the final report.
\n
- Contacts (default)
\n
- Contacts and Cases
\n
- Contacts and Orders
\n
- Contacts and Event Bookings
\n
\n
FORM FILTER
\n
Select a form (from all available web forms) to filter only those cases,orders or event bookings that belong to this form.
\n
Show section only if type is one of:
\n
- Contacts and Cases
\n
- Contacts and Orders
\n
- Contacts and Event Bookings
\n
\n
---------
\n
\n
FIELDS
\n
Select Fields to be seen on report as column headers
\n
\n
Fields For Cases:\n
\n
Case Id
\n
Form name
\n
Date Submission
\n
\n
\n
Fields For Orders\n
\n
Order Id
\n
Form name
\n
Date Submission
\n
Currency
\n
Country
\n
Total Cost
\n
Amount Paid
\n
Pending Collection
\n
Shipping Address
\n
Shipping City
\n
Shipping State
\n
Shipping Zip Code
\n
Shipping Country
\n
Invoice Number
\n
Invoice Date
\n
Status
\n
\n
\n
Fields For Booking Subscriptions\n
\n
Booking Subscription Id
\n
Form name
\n
Booking Date
\n
Allocation
\n
Price
\n
Event Id
\n
Event Name
\n
\n
\n
Contact fields\n
\n
Contact
\n
First name
\n
Last Name
\n
E-mail
\n
Address
\n
City
\n
State
\n
Zip Code
\n
Country
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Type
\n
\n
\n
Form fields (show only if certain form was included for report) \n
\n
<list of all selected form's custom fields>
\n
\n
\n
\n
\n
---------
\n
\n
FILTERS
\n
\n
Field (to filter by)\n
\n
<all fields available from the report type>
\n
\n
\n
Condition options (depending on Field value type)\n
\n
Equals
\n
NotEqualTo
\n
LessThan
\n
GreaterThan
\n
LessOrEqual
\n
GreaterOrEqual
\n
Contains
\n
DoesNotContain
\n
StartsWith
\n
\n
\n
Value (depending on Field type)\n
\n
if the field is general string or number type - show text field
\n
if it's a dropdown or radiolist - show dropdown
\n
\n
\n
\n
\n
Ability to add additional filtering rules
\n
\n
---------
\n
\n
RESULTS
\n
Generate sortable and paginated results table.
\n
Ability to export to Excel file.
\n
\n
\n
BACKLOG
\n
\n
\n
Custom Reports:
\n
Export
\n
\n
\n
Provide ability to export Custom report to Excel file.
\n
Columns should be the same as the report.
\n
\n
\n
BACKLOG
\n
\n
\n
Import/Export of prices, attributes and inventory
\n
\n
\n
Export format:
\n
\n
Add all system properties of the product after default properties and before custom properties
(1) first line - info of the product and its relations
\n
(2) all lines under with the same SKU code before end of file or another SKU code (SKU code should be same and present in all lines of the product data)
\n
\n
\n
Add following fields for specific-serialized relations:
\n
\n
\n
Parents [name of the parent module]. eg: `Catalog`\n
\n
Value: [parent item urls separated by `;`]. eg: `/catalog-1/sub-catalog;/catalog-1;/;`
\n
\n
\n
Sale Price\n
\n
Value: [country]-[currency]/[sale-price],[quantity for threshold option №1]/[price threshold option №1],[quantity for threshold option №2]/[price threshold option №2]; eg: AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
\n
\n
\n
Retail Price\n
\n
Value: [country]-[currency]/[sale-price]; eg:
\n
\n
AU-AUD/30.00;AU-USD/20.00;
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
\n
\n
Tax Code\n
\n
Value: [country]/[tax_name or \"Never\"]; eg: AU/Never;US/AZ;
NOTES: If [tax_name] not set to the country or [tax_name] === ”Never”, do not apply tax
NOTES: If no [currency] specified - use Currency-By-Country-Defaults.json mapper as default currency for country definition
Example String: AU-AUD/30.00,2/26.00,5/22.00;AU-USD/20.00,10/18.00,100/16.00;
\n
\n
\n
Recurring Type\n
\n
Value: one of (numeric or string value) - 1 or Once - 2 or Daily - 3 or Weekly - 4 or Fortnightly - 5 or Monthly - 6 or Quarterly - 7 or Half Yearly - 8 or Yearly
\n
\n
\n
Hide if Out of Stock\n
\n
Value: (boolean) true or false eg: Y or TRUE N or FALSE or empty
NOTES: If TRUE and no variations was created earlier - generate all variations and edit them by the values within columns Variations Code, Enabled, In Stock, Pre-Order determining variation by attribute options combination in the column Variation Options. If FALSE - discard variations.
\n
\n
\n
Variation SKU Code This column and columns below are assigned both to initial (global) product and to it’s variations. - Value for the first row assigned to the global product settings. - Values in the row/s below (that relate to initial product) are assigned to each variation row.\n
\n
Value: string (unique SKU code, should be empty for product row but required for variation row) If not set - ignore entire variation row data.
Eg: HAYNM5AXVB
\n
\n
\n
Enabled\n
\n
Value: (boolean) true or false eg: Y or TRUE N or FALSE or empty
\n
\n
\n
Variation Options\n
\n
Value: [option_of_attribute_1] ; [option_of_attribute_2] ; etc.
NOTES: Determines what variation should be edited by the fields: - Variations Code - Enabled - In Stock - Pre-Order
If such combination not found in the product - ignore changes in this row for the following columns: - Variations Code - Enabled - In Stock - Pre-Order
eg: HAYNM5AXVB;sub_prod_1;HMDP9271;
\n
\n
\n
In Stock\n
\n
Value: number (greater than or equal to 0)
\n
\n
\n
Pre-Order\n
\n
Value: number (greater than or equal to 0)
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Liquid security issue on form submission
\n
\n
\n
Add algorithm that will protect user-submitted content of liquid and JS injection in all form submissions and when user adds or edits a module item, for all text fields.
\n
\n
\n
IF Module -> Settings ->Site User Permissions -> Requires Approval == disabled https://prnt.sc/sq0ga9 AND
\n
IF it contains any of the following substring:\n
\n
{%
\n
%}
\n
{{
\n
}}
\n
<script
\n
<style
\n
</script>
\n
</style>
\n
\n
\n
do the following:\n
\n
if any liquid symbols was found\n
\n
remove tags from the content
\n
wrap all content with value here
\n
\n
\n\n
then replace \n
\n
<script to the <script-is-not-allowed
\n
<style to the <style-is-not-allowed
\n
</script> to the </script-is-not-allowed>
\n
</style> to the </style-is-not-allowed>
\n
\n
\n\n
run current item create/edit logic
\n
\n
\n\n
else\n
\n
run current item create/edit logic
\n
\n
\n
If user edits the item and Module -> Settings ->Site User Permissions -> Requires Approval == enabled\n
\n
Disable item after performing the changes
\n
\n
\n
\n
\n
IMPORTANT:
\n
Validate text value length AFTER the wrapping if it has occurred. So if original value fits the single line text field but once wrapped it doesn't - the validation error should be shown.
Then view that groups in the bottom of the contact details page.
\n
\n
\n
\n
\n
\n
\n
Linkage entities (each should have EDIT entity button and \"Add Custom Fields\" button https://prnt.sc/orpcbb):
\n
\n
Contacts
\n
Form Submissions
\n
Orders
\n
Booking Subscriptions
\n
\n
\n
Group Displaying Rules:
\n
\n
Display custom group for the entity IF\n
\n
Current entity type was added in the \"Apply to\" property of the CRM group settings.
\n
OR
\n
Custom group was checked in the \"Add Custom Fields\" setting of the current entity https://prnt.sc/orpcbb
\n
\n
\n
\"Add Custom Fields\" settings https://prnt.sc/orpcbb should be all unchecked by default. Admin user is the only one person that could check any of those custom groups.
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Attach Custom field groups to web forms
\n
\n
\n
Provide ability to choose Custom CRM Groups and attach them to the form.
Default layout builder should build all fields of each group similar to the form's custom fields.
\n
\n
Name should be:
\n
[[GroupAlias]]_[[FieldAlias]]
\n
\n
Example: Group alias: AccountInfo Field alias: Position Field: <input type=\"text\" name=\"AccountInfo_Position\">
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Add custom CRM field groups to CRM record
\n
\n
\n
CRM contact detail page should contain new button:
\n
“Add Custom Fields”
\n
\n
Clicking on that button should show panel that allows to select existing custom CRM forms. When selecting a form and click save - that custom CRM group should be attached to the Contact (Certain Contact record Attachment).
groupAlias (required) - alias of the custom CRM group.\n
\n
All group fields with their values should be set to the {{this.fields}} array of objects if fieldAlias is not set. Otherwise {{this.fields}} should contain only one element, being the object for the specified field set via fieldAlias.
\n
\n
\n
entityType (not required) - determines the CRM entity type to retrieve custom group for. Values can be:\n
\n
form_submission
\n
event_booking
\n
order
\n
contact (default, if no type set for the component)
\n
\n
\n
entityId (not required) - determines the CRM entity to retrieve custom group for\n
\n
if entityType is contact\n
\n
If field is empty - try use current logged in CRM contact id. - If no logged in users found return empty context item
\n
If CRM contact has isDataUsingAllowed not equal to true than return empty context item
\n
\n
\n
else\n
\n
If field is empty - return empty context item
\n
\n
\n
\n
\n
fieldAlias (not required) - alias of the CRM group field. Should be used to find a particular group field value for the CRM contact (determined by entityId and the group determined by groupAlias).
\n
collectionVariable (not required) - works the same way as other modules.
\n
layout (not required) - path to FTP file that will contain layout content for the data. \n
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
Toolbox - Liquid component tag for custom CRM fields
\n
\n
\n
Add new item to toolbox:
\n
\n
CRM\n
\n
CRM Contact Custom Group
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Advanced CRM:
\n
Plan restrictions
\n
\n
\n
All functionality with advanced CRM custom groups should be available starting from Pro plan.
\n
\n
Add to menu:
\n
\n
CRM\n
\n
Advanced CRM Groups
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
System property for allowing using crm contact records
\n
\n
\n
Add new system property to CRM Contact record:
\n
isDataUsingAllowed (bool)
\n
\n
label: Allow listing my contact data in the CMS
\n
default value: false
\n
can be set to true via edit account form (Add this field to the edit account form html that generates by toolbox)
\n
can NOT be set to true via admin panel
\n
\n
\n
CRM records that has this checkbox ticked ON will be allowed to:
\n
\n
be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by unchecking the checkbox on the profile page).
\n
be used by liquid component for retrieving and listing contacts.
\n
\n
\n
Add this property to the form builder, allowing to set it to TRUE on registration forms (http://prntscr.com/q89aht)
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
Module item custom property - CRMRecord
\n
\n
\n
Add new Module item property type:
\n
CRM record
\n
\n
property allows to assign any CRM record that has \"isDataUsingAllowed=true\"
\n
holds id of crm contact record (similar to datasource).
\n
switching \"isDataUsingAllowed\" to false should trigger removing that crm record id from all module items that have properties of CRM record type with that saved id.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
CRM Records as Datasource:
\n
Liquid output of CRM records
\n
\n
\n
Add new component tag component type:\"CRMContacts\":
1) \"isDataUsingAllowed\" - system property type checkbox added to CRM record\n(only crm records that has this checkbox ticked on will be allowed to be assigned to module items (should help with the GDPR since this checkbox allows user to disallow using his record just by uncheckin the checkbox on the profile page). \n
\n2) CRM record - type property\nallows to assign …
Custom Modules
CRM
v 5.3 Release date: 06 May. 2020
Full Release Notes
\n
\n
\n \n
\n
\n
BACKLOG
\n
\n
\n
Module Duplication
\n
\n
\n
Function restriction upgrade: Allow copying module starting from Pro plan
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
`ProductDataJsonHTML` to product detail layout
\n
\n
\n
Exclusively for Product Module:
\n
Automatically add {{this.ProductDataJsonHTML}} to the product detail if there is no manual output inside the layout
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Parent Child module links in module settings
\n
\n
\n
Add ability to switch between parent and child module via links. Made them in the way that clearly shows what module is parent and what is child.
\n
Useful if you want to go to Blog post settings from blog settings.
HIDE shipping options only if ALL products in shopping cart has:
\n
\n
`Enable Shipping == false`
\n
\n
Return an undefined `Enable Shipping` value as `true` if:
\n
\n
`Is Downloadable Product == true`
\n
\n
OR
\n
\n
`Is Gift Voucher == true`
\n
\n
Otherwise it's `false`
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Downloadable products: Downloadable link for the order line liquid scope
\n
\n
\n
Add property `downloadableFileURL` to `order` line liquid object. Accessible everywhere that `order` liquid object is added to the liquid scope (thankyou page, invoice, workflow, supplier emails, etc).
\n
\n
Value is a downloadable link.
\n
if product is not downloadable - value is `null`
\n
\n
Modify thank you page and invoice email (default layouts) to show download link if order line is downloadable product
Add daily recurring subscriptions option to the secure zone.
\n
Modify subscription expiration extending logic: Add +5 hrs to secure zone expiration date (but not to the payment subscription) in order to avoid temporary loosing of the access while waiting for the IPN notification regarding successful payment
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Order Management Upgrade
\n
\n
\n
Split form submissions and booking subscriptions in orders detail page
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Grouped products form improvement
\n
\n
\n
Remove description field from the grouped product object.
These properties should be accessible wherever order line object occurs in liquid; ie: on orders and shopping cart, in invoice, workflow, supplier emails and on checkout thank you page.
\n
2) Add following properties to order (see above Example Spreadsheet for calculation definition)
If product in inventory tab has Out of stock property value equals to `hide product` (https://prnt.sc/rseiyi)
Add rule to remove such items from filtering and searching logic of the site.
When accessing by direct link - show 404
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Instock logic review
\n
\n
\n
Change the logic to NOT storing reserved for shopping cart items in In Stock property:
\n
\n
\n
In Stock
\n
\n
\n
\n
Always positive value or 0
\n
\n
\n
\n
Pre-order
\n
\n
\n
\n
Always positive or 0
\n
\n
\n
shows number of items that was bought after in stock value becomes 0
\n
\n
\n
\n
Added to shopping cart
\n
\n
\n
\n
add this property as display field to the inventory tab (https://prnt.sc/rq90pu) for both global inventory settings and each variation line and the total below.
\n
\n
\n
Always positive or 0
\n
\n
\n
shows number of items stored in all existed shopping cart sessions
\n
\n
\n
Return quantity when canceling order or destroying shopping cart:
\n
\n
\n
\n
if pre-order > 0
\n
\n
\n
\n
if return quantity > pre-order
\n
\n
\n
\n
instock = instock + (return quantity - pre-order)
\n
\n
\n
pre-order = 0
\n
\n
\n
\n
else
\n
\n
\n
\n
pre-order = (pre-order - return quantity)
\n
\n
\n
\n
\n
else
\n
\n
\n
\n
instock = instock + return quantity
\n
\n
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Orders submission flow rework
\n
\n
\n
Save form submission data to stripe metadata when performing a payment.
\n
Once stripe sends success callback - create form submission record based on data in metadata field
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Add Shop settings page and Format settings update
\n
\n
\n
1) Create groups on the `Settings -> Misc` page
\n
Admin Panel Settings
\n
\n
Enable text wrapping on a new line in the ace editor.
\n
Enable 24 Hours Format in the Date Picker
\n
\n
Recaptcha settings
\n
\n
Recaptcha V3 Score
\n
\n\n
Shop settings
\n
\n
Shopping Cart Life Time (Default 24 hrs) Use this value to determine how long shopping cart could exist (use shoppingCart['lastUpdateDate'] property). Once time is exceeded - delete shopping cart.
\n
\n\n
2) Extend `Currency and Format` settings panel (Settings > Domains > Currency and Formatting)
If enabled - show customization layout with examples similar to this one (https://prnt.sc/re4w3m)
Apply using these settings in all places where format settings are used in the system (ie: All ...Html properties of the product, orderline, order, etc. and liquid filters that are relying on format settings
\n
\n\n
Params to be listed in user friendly way:
\n
\n
CurrencyGroupSeparator (string) = \",\"
\n
CurrencyGroupSizes (string) = new[] {2, 1, 2} CSV string of numbers. Determines pattern for Group sizes (from right to left. Last digit would be repeated)
2) Add ability to select countries via multiselect dropdown in the component toolbox
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
nICE color picker z index issue
\n
\n
\n
Would it be possible for the algorithm to have a minimum z index of at least 100.
\n\n
It seems like it's calculating it at 5 on any complex website, there are going to be items that are over that z-index.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Offline Credit Card Payment System page
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n\n
Create new system page
\n
\n
Offline Credit Card Payment
\n
\n
Liquid scope of the page should include the `order` object (same as is accessible on checkout thank you page)
\n\n
Page should contain a new system form with:
\n
\n
payment fields for the current domains' payment gateway
\n
hidden input for order id with preset orderId value via {{this.order.id}}
\n
\n
Add to component toolbox ability to retrieve offline payment HTML form code
\n
\n
Ecommerce > Offline Payment Form
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Offline Credit Card Payment Email
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n
Add new System email
\n
\n
\n
Offline Credit Card Payment
\n
\n
\n
Subject: Pay an Order #{{this.order.id}}
\n
\n
\n
Liquid scope
\n
\n
\n
siteURL
\n
\n
\n
order
\n
\n
\n
customer
\n
\n
\n
\n
The CRM record that is attached to the order. Same as added in {{request.member}}
\n
\n
\n
\n
offlinePaymentPageURL
\n
\n
\n
\n
Required to be in the email content. Should contain domain that was saved within the order. Provide validation and do not allow to save content if email content does not contain {{this.offlinePaymentPageURL}} string
\n
\n
\n
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Offline Payments flow
\n
\n
\n
NOTE: To be renamed “Deferred Order Payment”
\n
Provide ability to send Offline Credit Card Payment Email from the `Order -> Payments` tab (https://prnt.sc/rvjj8g)
\n
\n
\n
Send Offline Credit Card Payment button
\n
\n
\n
Email should be triggered for the domain that is attached to the current order
\n
\n
\n
Alternatively, provide ability to go directly to `Offline Credit Card Payment` system page URL (front-end) from this tab
\n
\n
\n
Pay By Credit Card button
\n
\n
\n
link to system page should contain orderId
\n
\n
\n
When submitting a form from the Offline Credit Card Payment system page
\n
\n
\n
Validate payment data
\n
\n
\n
if error - show same error message as for the web forms
\n
\n
\n
else - proceed payment and
\n
\n
\n
\n
if success attach it to the order that is referenced via hidden input
\n
\n
\n
\n
Set order status to success
\n
\n
\n
add success payment line to `Order -> Payment` tab
\n
\n
\n
\n
else - show error payment message.
\n
\n
\n
\n
Provide ability to set `redirectURL` param. Same as for general forms (form input field)
\n
Provide ability to use `jsonResponse=1` param. Same as for general forms
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Password change in CRM
\n
\n
\n
1) Add ability to change password for the CRM contact record.
\n
When admin changing password - send `Password Changed` system email
\n
2) Add new system email `Password Changed`
\n
\n
\n
When saving email perform validation
\n
\n
\n
\n
{{this.adminEmail}} liquid output is required
\n
\n
\n
\n
Liquid scope of this:
\n
\n
\n
\n
siteUrl
\n
\n
\n
adminEmail
\n
\n
\n
newPassword
\n
\n
\n
member (object - all data of crm contact like it outputs in {{request.currentmember}})
\n
\n
\n
\n
Subject
\n
\n
\n
\n
“Your password has been changed on {{this.siteUrl}} by the admin”
\n
\n
\n
\n
Content
\n
\n
\n
\n
“Hello {{this.member.firstname}},
Your password on ({{this.siteUrl}}) website has been changed to <strong>{{this.newPassword}}</strong> by the admin ({{this.adminEmail}}).
If you did not request this change, please contact your website administrator.”
2) Apply chosen appearance settings to the payment fields within all payment forms' layouts
\n
Modify {% component type:\"payment_form_fields\", formAlias:\"{{this.alias}}\" %} layout or payment script JS GET params for this task.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Case Insensitive URL redirect param
\n
\n
\n
1) Add additional checkbox field to specify if url redirect is case sensitive or not.
\n
\n
\n
Is Case Insensitive
\n
\n
\n
\n
default value is true
\n
\n
\n
by default set once on app-start values of existed redirects to true
\n
\n
\n
\n
logic:
\n
\n
\n
If value is true
\n
\n
\n
\n
compare requested URL with saved redirect URL and ignore the letters case
\n
\n
\n
\n
Request URL /content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /content => /new-content
\n
\n
\n
\n
\n
else
\n
\n
\n
\n
compare requested URL with saved redirect URL including comparing the letters case
\n
\n
\n
\n
Request URL /content will NOT trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will trigger URL redirect /Content => /new-content
\n
\n
\n
Request URL /Content will NOT trigger URL redirect /content => /new-content
\n
\n
\n
\n
\n
2) Add column to list layout for Is Case Insensitive property
\n
3) Add column to import/export URL redirects flow.
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
Control default styles and scripts
\n
\n
\n
Provide ability to disable auto-added default CMS assets to the head section of pages. Under `Settings -> Misc => CMS Assets Management`
\n
1) Global Settings
\n
Fields (and show which resources not to add to the head):
\n
\n
Main CSS
\n
Ecommerce JS
\n
Recaptcha JS
\n
Payment JS
\n
\n
2) For the Content Template
\n
Provide same list of fields on the `Content Template` add/edit layout to override global defaults (ie: use global setting by default)
\n
3) Implement logic to check CMS Assets Management settings in the Content Template (or in the Global Settings if Use global setting option is selected for the template). Based on the retrieved value either append appropriate styles and scripts html tags to the head or not.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Re-apply folder detail instead of page detail layout for folders
\n
\n
\n
Check if there are Page Folder items that have applied detail layout with ID 1525 (Page Detail)
\n
If found - attach to them Folder Detail layout (ID 1519 ) and save item.
\n
\n
\n\n\n\n\n\n\n
\n
\n
BACKLOG
\n
\n
\n
| set_money_format And | set_number_format upgrade
\n
\n
\n
Modify liquid filters
\n
\n
\n
set_money_format
\n
\n
\n
set_number_format
\n
\n
\n
Parse argument the following way
\n
\n
\n
If can be converted to long int
\n
\n
\n
\n
determine argument as ID
\n
\n
\n
find format setting by ID
\n
\n
\n
\n
Else
\n
\n
\n
\n
determine argument as Name
\n
\n
\n
find format setting by Name
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add URL to order line
\n
\n
\n
Add URL to order line liquid object.
\n\n
Redo `shopping cart` system page and `invoice` layouts to wrap product name with the link to the product.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add .dwg format to the staticContent section
\n
\n
\n
Add “.dwg” extension to the list of allowed to be accessed via URL (Static content list)
\n
\n
\n
\n
\n
Misc
\n
\n
\n
Order migration (old data to new)
\n
\n
\n
Migrate order that was created not by Advanced Payment Flow to the latest version of the orders logic.
\n
Apply main order param for the orders that was created for recurring payments (secure zone subscriptions) according to the latest version of the orders logic .
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
this.order in workflow emails scope
\n
\n
\n
Add this.order object (same as added in invoice email) to the workflow email liquid context if form has \"Accept Payment\" option enabled.
\n
If no order was created during form submission - set this.order to null
1) Add `eCommerceItemId` to the shopping_cart order-line object
\n
2) Add attribute images to the order `options` object
\n
SOURCE:
\n
Use-case for having access to this data:
I had the requirement to display the chosen attribute option image in the cart, but had to do several more look ups and collection loops to retrieve it.
\n
Not directly having the product ID meant I had to look up the product via SKUCode instead which isn't as stable. But the item ID should always be available IMO.
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Remove Product from cart data attribute selector instead of <tr> (ecommerce.js)
\n
\n
\n
Modify the functionality, when removing product from cart, so it will try to find parent HTML element by data attribute `data-cms_cart_order_line_holder`.
\n\n
Add autoFix of the shopping cart layout on our template and sites created based on ecommerce template (for the backward compatibility.)
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Rebuild module after import module items
\n
\n
\n
Set to queue entire module rebuild when import module items process is finished
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Priced ...HTML properties decimals after dot fix
\n
\n
\n
PriceHTML and other ...HTML properties render to 4 decimals.
\n
Should render such number of decimals as configured in Format Settings attached to the current domain
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Add Paginate items parameter for component type module, module_of_member
\n
\n
\n
Add new parameter to the {% component type:\"module\" %} and {% component type:\"module_of_member\" %}
\n
\n
\n
Parameter name
\n
\n
\n
\n
enablePagination
\n
\n
\n
\n
Default value
\n
\n
\n
\n
true
\n
\n
\n
\n
Not required (not show this param in toolbox if param is checked)
\n
\n
\n
Logic
\n
\n
\n
\n
if false - do not apply pagination logic via get params. Return same items as it shown when no pagination params occured in URL
\n
\n
\n
\n
\n
\n
\n
\n
BACKLOG
\n
\n
\n
Order -> Payment tab UX improvement
\n
\n
\n
View Total cost and pending cost on the page.
\n
When click pay by cash - automatically preset amount equal to pending cost
After saving Folders icons are disappear as well as path to Blog Post settings http://prntscr.com/sbq6ms
\n
When showing settings tab CMS should return system modules parent-child linkage in order to not override it when saving other settings of the blog http://prntscr.com/sbqbz1
When deleting a tax sometimes we get Internal error:
The primary key value cannot be deleted because references to this key still exist. [ Foreign key constraint name = ForeignKey.ShippingOptionBase.TaxCode ]
\n\n
\n
\n
\n
\n
Bug
\n
\n
\n
Inventory - When Out of Stock hide button
\n
\n
\n
\n
Setup inventory
\n
Select “Show product but don't accept orders “ in “When Out of Stock”
Add validation of these fields: Minimum Units and Maximum Units https://prnt.sc/riulyw when adding products to cart
\n
\n
\n
\n
\n
Bug
\n
\n
\n
Bug from client - import/export CRM
\n
\n
\n
Add ability to edit Type
\n
SOURCE:
\n
I am seeing an \"Excel row number: 2. Detail: Invalid member type.\" on all 20 lines I try to import to the CRM, but there is no \"type\" in the file? The only row that works is the first and they all look similar?
I guess it is something REALLY simple, but not sure? Normally I don't have any problems importing.
\n
The first line is exported from the CRM to have something to work from.
Bug from client - change logic Exclude from Catalogs
\n
\n
\n
\n
Go to Shipping Option
\n
Create new shipping option and set Exclude from Catalogs
\n
Exclude from Catalogs should exclude this shipping option if shopping cart has at least one product that attached to any of the selected catalogs within this field http://prntscr.com/rwk7el
\n
\n
\n
\n
\n
\n
Bug
\n
\n
\n
Bug from forum - Mandatory Custom Module Fields Reflect in User form
This list of improvements is gathered from Treepl users' feedback from forum and support: \n
\n
Ability to copy existing custom module \"Pro\" plan
\n
Parent child module links in module settings
\n
search keywords field to import/export
\n
nICE color picker z index issue
\n
Case Insensitive URL redirect param
\n
Add option to disable default styles and scripts in Misc settings
\n
Re-apply folder detail instead …
eCommerce
v 5.2 Release date: 15 Apr. 2020
Full Release Notes
Version 5.2 is being deployed to trial sites in a period between April 20 and 24. \nLive sites will get this update starting April 27th. \nFollow our System Status page for announcements.
eWay Payment Gateway: \nIntegrate eWay API to Payment Flows
\n
\n
\n
Add eWAY payment API library to the system.
\n
Implement following payment flows:
\n
- single item payment (for \"Advanced Payment\" flag on and off) \n - item/event payment (for \"Advanced Payment\" flag on and off) \n - checkout payment
\n
For secure zone recurring subscriptions and eWAY payment gateway enabled for the country/currency:
\n
- Show validation message and stop processing form submit immediately: \n \"Recurring payments are not allowed for eWAY payment Gateway yet.\"
\n
\n
\n
Backlog
\n
\n
\n
eWay Payment Gateway: \nIntegrate eWAY API for payment forms frontend JS
\n
\n
\n
Apply eWAY apis to provide credit card fields via JS for payable forms in order to tokenize the card and pass token to the backend for charging process.
\n \n
Apply backend auto-add js file script tag to the page similar to the stripe js (provide all required payment settings via get params to eway.js file)
\n
\n
\n
Backlog
\n
\n
\n
eWay Payment Gateway: \nNew component for payment fields
\n
\n
\n
Add new component tag of type \"payment_form_fields\": \n{% component type:\"payment_form_fields\", formAlias:\"[[formAlias]]\" %}
ATTENTION: this property required to be rendered on Detail or list layout, because treepl cms ecommerce js works based on it’s data. \nOtherwise add to cart, buy now buttons and in-stock calculations wouldn’t work. \n
\n
Value is: \n<script> \ninitEcommerceProductPriceVariations({{this.Id}}, {{this.ProductDataJson}}); \n</script> \n
\n
Modify JS to:
\n
- calculate inStockHtml value based on selected attribute options and this.productDataJsonHTML Data (inventoryVariations) \n
\n
- disable attribute options according to disabled variations in inventoryand this.productDataJsonHTML Data (inventoryVariations) \n
\n
- calculate priceHTML and priceWithTaxHtml based on this.productDataJsonHTML Data (quantityThreshold)
Ecommerce Improvements: \nHide ecommerce items on lower site plans
\n
\n
\n
1) If site plan is lower than ecommerce hide following items:
\n
\n
workflows:
\n
Low stock notification Workflow \n
\n
\n
\n
system pages:
\n
checkout
\n
order-receipt
\n
shopping_cart \n
\n
\n
\n
system emails:
\n
Low Stock Notification
\n
Supplier Notification
\n
GiftVoucher \n
\n
\n
\n
Setup logic on form submit if form.type == checkout
\n
Show validation message and stop processing form submit immediately: \n\"Checkout forms can not be processed on the current site plan.\"
\n
\n
\n
\n
\n2) If site plan is lower than pro hide following items:
\n
\n
system emails:
\n
Invoice
\n
\n
\n
File Manager:
\n
ability to secure folders
\n
\n
\n
Settings -> Payment:
\n
menu item and pages
\n
\n
\n
Settings -> Domains:
\n
CURRENCY AND FORMAT tab
\n
\n
\n
Events:
\n
pricing tab
\n
\n
\n
FORM builder:
\n
Hide ability to change form types (for new select generic, For existed non generic - not change) http://prntscr.com/rh6dxz
\n
\n
\n
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nRestore system pages and system email to default button
\n
\n
\n
Add ”Restore to default” buttons to: \n- system pages
\n
- system emails
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nMove Currency and Format tab to Domain settings
\n
\n
\n
Move Currency and Format tab from
\n
Settings->Payment
\n
to
\n
Settings->Domains
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nDisable Secure form submission folder feature
\n
\n
\n
Disable Secure form submission folder feature. \nIn one of the upcoming releases it will returned back with ability to configure what form should secure uploads and what should not.
\n
\n
\n
Backlog
\n
\n
\n
Ecommerce Improvements: \nNew component added for Cases
otherwise get cases of current logged in crm member only (default true)
\n
\n
\n
object (not required)
\n
item
\n
collection (default)
\n
\n
\n
collectionVariable (not required) - works the same way as other modules.
\n
layout (not required) - path to FTP file that will contain layout content to be parsed.
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
\n
\n
\n
sortBy (not required)
\n
Id (default)
\n
FormId
\n
MemberId
\n
FormName
\n
CreatedDateTime
\n
\n
\n
sortOrder (not required)
\n
ASC
\n
DESC (default).
\n
\n
\n
filterBy (not required) - default value is empty
\n
Id
\n
FormId
\n
MemberId
\n
FormName
\n
CreatedDateTime
\n
\n
\n
filterValue (not required)
\n
value to use in filtering condition
\n
\n
\n
filterCondition (not required)
\n
equally (default)
\n
less
\n
more
\n
lessEqually
\n
moreEqualy
\n
contains
\n
\n
\n
limit(not required) - number of items to get (default value is 10)
\n
offset (not required) - number of items to skip before get (default value is 0) \n
\n
\n
Single tag item context is described below. If object = collection than this contains attributes property that holds the list of attributes ({{this.items}}) :
otherwise get orders of current logged in crm member only (default is true)
\n
\n
\n
object (not required)
\n
item
\n
collection (default)
\n
\n
\n
collectionVariable (not required) - works the same way as in type: module.
\n
layout (not required) - path to FTP file that will contain layout content that need to be parsed.
\n
If specified empty string - do not render anything.
\n
If not specified at all - render default virtual layout.
\n
\n
\n
sortBy (not required)
\n
id (default)
\n
formId
\n
memberId
\n
caseId
\n
name
\n
invoiceNumber
\n
invoiceDate
\n
paymentType
\n
AmountPending
\n
AmountPaid
\n
subTotalPrice
\n
taxPercent
\n
taxPrice
\n
totalPrice
\n
\n
\n
sortOrder (not required)
\n
ASC
\n
DESC (default)
\n
\n
\n
filterBy (not required) - Default value is empty
\n
id
\n
formId
\n
memberId
\n
caseId
\n
name
\n
invoiceNumber
\n
invoiceDate
\n
paymentType
\n
AmountPending
\n
AmountPaid
\n
subTotalPrice
\n
taxPercent
\n
taxPrice
\n
totalPrice
\n
\n
\n
filterValue (not required)
\n
value to use in filtering condition
\n
\n
\n
filterCondition (not required)
\n
equally (default)
\n
less
\n
more
\n
lessEqually
\n
moreEqualy
\n
contains
\n
\n
\n
limit(not required) - number of items to get (default value is 10)
\n
offset (not required) - number of items to skip before get (default value is 0)
\n
\n \n
Single tag item context is described below. If object = collection than this contains attributes property that holds the list of attributes ({{this.items}}) :
{ \n \"id\": 0, \n \"formId\": 0, \n \"memberId\": 0, \"caseId\": 0, \n \"name\": \"\", \n \"invoiceNumber\": \"\", \n \"invoiceDate\": \"\", \n \"items\" : [see Data Structure for this component (see v5.0 release notes)], \n \"formatSetting\" : [see Data Structure for this component (see v5.0 release notes)], \n \"domainCountry\" : [see Data Structure for this component (see v5.0 release notes)], \n \"destinationCountry\" : [see Data Structure for this component (see v5.0 release notes)], \n \"shippingOption\" : [see Data Structure for this component (see v5.0 release notes)], \n \"discount\" : [see Data Structure for this component (see v5.0 release notes)], \n \"giftVoucher\" : [see Data Structure for this component (see v5.0 release notes)], \n \"paymentType\" : \"\", \n\"AmountPending\" : 0 \n \"AmountPaid\" : 0 \n \"subTotalPrice\" : 0 \n \"taxPercent\" : 0, \n \"taxPrice\" : 0, \n \"totalPrice\" : 0 \n}
Ecommerce Improvements: \nAuto add this.ProductDataJsonHTML to product detail layout \n(will be released via hotpatch v5.1.1 on March 23)
\n
\n
\n
Exclusively for Product Module:
\n
Automatically add {{this.ProductDataJsonHTML}} to the product detail if there is no manual output inside the layout
\n
\n
\n
HOTPATCH
\n
\n
\n
Module copy function restriction upgrade \n(will be released via hotpatch v5.1.1 on March 23)
\n
\n
\n
Allow module copying starting Pro plan
\n
\n
\n
Bug
\n
\n
\n
List of bug fixes
\n
\n
\n
\n
Fixed BUG occurred on Item Duplication of an already Duplicated Item. \n(If you duplicate an item (from within the edit page), save it as a new item, then duplicate that item (still within the edit page), it actually duplicates the original/first item instead of the new one.)
\n
Event module seems not to be able to \"hide when full\"
If you duplicate an item (from within the edit page), save it as a new item, then duplicate that item (still within the edit page), it actually duplicates the original/first item instead of the new …
Change default recaptcha V3 js code to the one specified in the file recaptcha v3 execution on form submit-min.js
\n
New code will execute recaptcha V3 validation once user triggers submit form event Submission will be longer, but this solution removes validation issues with the old code that gives you 2 minutes starting from the page loaded state to submit the form (validated token expired after 2 minutes). Old code launched validation on page load event.
On item add/Edit view - rename tab name for categories, tags and Authors
\n
\n
From ”System Properties”
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to “Default Properties”
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Misc
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‘Added by’ field refactoring #1
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Hide field \"Added by\" and do not request CRM contact records on item Add/Edit form if ALL settings below are set to false:
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Allow Add New Items
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Allow Edit Items
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Allow Delete Items
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Attention: Even if field is hidden if it has a value previously - it will not be erased on clicking save item
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Misc
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Recaptcha v3 validation score management
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In Settings -> Misc Add ability to set Minimum validation score:
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value should be between 0 and 1.0
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default value is 0.5
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On webform validation if success check if validation score is greater or equals to the one set here.
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Misc
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Add keywords field for site search
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Add default field to all modules:
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Site Search Keywords
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type: text
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Should contain CSV list of keywords.
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When user will perform site search - apply searching by this new field as well as it currently does for name and description
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Misc
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Index writing/reading flow upgrade
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Change the way reindex works:
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launch reindex check each 2 seconds instead of 5
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stabilize index read/write operations so they will no longer conflict with each other (causing incorrect output via component when filtering by tags or categories)
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Apply “reindex item” flow in site search similar to “reindex module item” instead of the WHOLE SITE SEARCH reindex (causing delays in component output when filtering by tags or categories)
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When changing module settings - launch module reindex ONLY if module url was changed.
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Optimize reindexing process to significantly reduce time for reindex module or reindex site search
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Causing reduced speed of whole site (frontend and admin) since site is sharing same processor resources with the reindex process.
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causing incorrect output via component when filtering by tags or categories
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BUG fix: Check that reindex module flow takes ACTUAL documents. Not the cached ones.
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Beta
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Feature flags updates for 5.0-5.1
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Remove from internal section flags listed below:
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Advanced search
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Date Time Management
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Rebuild queue
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Advanced multi-level categories
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Customizable columns for module items view
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Move ’Email domain verification’ flag to Internal flags.
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Beta
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ps1 Advanced Payment Flow: Advanced Payment feature flag
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Feature flag: Advanced payment flow
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Improves payment flow using defined by the customer price formats and currencies attached to domain payment was made from.
Currency - (select) use table of currencies already set into the system
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Number of digits after coma - (select) options: 0-6
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Edit button should display the same form with preselected fields
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On clicking delete - display standard confirmation dialog box
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Default setting will be pre-configured (which can not be edited or deleted). This format setting will be used as default if no format setting specified for the domain.
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Default settings:
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Name: Default
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Culture: English (United States)
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Currency: USD
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Number of digits after coma: 2
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Beta
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ps3 Advanced Payment Flow: Extend Domains settings with \"Currency and Price format\" and \"Country\"
domain (not required param) - domain to retrieve settings for (current domain is default if param is empty)
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collectionVariable (required param) - works the same way as other components.
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collectionVariable context is an OBJECT described below:
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Domain (string)
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LandingPage (object)
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Id (int)
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Url (string)
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Name (string)
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Country (object)
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Name (string) - country code
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Code (string) - country code
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FormatSetting (object)
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Name (string)
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Culture (string)
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Currency (object)
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Code (string)
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Symbol (string)
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DigitalCode (string)
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Name (string)
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DecimalsQuantity (int)
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Beta
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ps5 Advanced Payment Flow: Admin UI dates format improvement
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Display dates in the admin using Default domain Format setting
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Beta
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ps6 Advanced Payment Flow: Domain currency and format settings to the order
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When creating an order, save currency and price format settings chosen for the domain the order was purchased from, to the order at the moment of purchase.
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So that if admin changes the currency and price format settings for the domain - the order will still keep those settings that were at the moment of purchase.
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Display prices in order list and detail view based on these saved currency settings:
Advanced Payment Flow: Form Builder (Form logic modified)
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Add system field
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FormType
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Values:
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Generic (default)
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SingleItem
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Checkout
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Add formType property to the following liquid objects:
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form context (applied in {% component type:\"form\" %})
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form submission data object {{ formSubmissionData }}
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If Advanced Payment Feature flag is enabled – all payment forms (with selected Accept Payment property) start working via the new flow:
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For any form type:
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IMPORTANT: Default html form template generates completely differently from the old one. Payment forms created earlier WILL NOT BE COMPATIBLE with the new flow since JS and backend logic was completely reworked for multiple payment methods and payment gateways.
(1) Removed data attributes for order name and description. They will be set on the backend by the internal rules.
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(2) PaymentType field was reworked to accept payment types not payment gateway as it wrongly did before. Renamed to Payment_Type and accept following options
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CreditCard: Replacement of the old Stripe code. Gateway will be determined by the current domain. Stripe key, currency and other gateway details now passed via get params of the payment gateway js that is automatically attached to the head of the page if page contains at least one component type form with selected accept payment field
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Free: Option that is accepted only if submitted amount is equal to 0. Submitting such form still creates order-form_submission pair.
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Offline: Option that allows creating order in Awaiting Payment state. So you will be able to add offline payment on order in Payments tab that will change order state to Success
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(3) Payment fields that collect tokenized credit card data was reworked. In upcoming update (18 March) static html will be replaced by {% component type:\"payment_form_fields\", formAlias:\"[[formAlias]]\" %} that will have virtual layout that is same as on the right side in the screenshot above. This section will be used to output validation errors, set tokenized card data from payment provider and to display payment fields using capabilities that selected payment gateway give.
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(4) Amount field was transformed to Payment_Amount field. Value of the this.paymentAmount will be set based on price param if form does not contain any secure zone with paid recurring subscriptions. If form contain such secure zone then price value will be overridden by sum of all paid subscriptions.
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Examples of the form component: {% component type: \"form\", alias: \"payment_form\", price: \"20.10\" %}
Form template generates an additional field Payment_ModuleItemId This field will be prefilled by the id of the item specified in form component moduleItemID or eventId param (value of this.moduleItemId will be set based on moduleItemID or eventId param)
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Examples of the form component: {% component type: \"form\", alias: \"payment_form\", moduleItemID: \"3065\" %} or {% component type: \"form\", alias: \"payment_form\", eventId: \"3065\" %}
Form template includes fields for giftvoucher and shipping address details
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Value of the this.paymentAmount will be set based on the checkout totalPrice value.
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Examples of the form component: (no difference between checkout and simple form component. But form template will not be rendered if the site plan is lower than eCommerce) {% component type: \"form\", alias: \"payment_form\" %}
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Guide to convert Event Payment forms html layout from
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old payment flow to new one:
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1. Choose SingleItem form type.
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2. Do manipulations described below referencing this screenshot:
Convert number to formatted string based on current domain Currency and format setting. Without currency related settings If liquid parsing is outside of domain scope - use default domain and it's settings.
Convert number to formatted string based on current domain Currency and format setting. Including all currency related settings If liquid parsing works outside of domain scope - use default domain and it's settings.
Secure Zones: Files and Folders tab in secure zone
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Add new step to secure zones \"Files and Folders\" Provide ability to assign/unassign separate files or folders to/from secure zone. DESIGN: http://prntscr.com/r7d8m1
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Backlog
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Secure Zones: Secured files and folders in file manager
Add new module setting under Advanced Settings -> Allow multiple parent items
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If this option of the child module is enabled - display Tab with the name of the Parent module (for child module item view) or the name of the Child module (for parent module item view).
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Example:
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Module Catalogs is parent to Products. If Products module has Allow multiple parent items=true than product item page will contain Catalogs tab, and catalog item page will contain Products tab
Display list of prices (price entities) based on Currency/country pairs.
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(Currency/country pairs can be achieved from list of domains and cultures and countries attached to them)
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List shows only price entities that are attached to active Currency/country pairs.
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If admin changes Currency/country pair for some domain but some module item already has attached price entity based on that Currency/country pair that was previously attached to the domain, than this price entity should not be visible but still saved in the db. So if admin sets back that currency/country pair to any domain, that module item will restore visibility of that price entity in the price list.
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Price entity properties:
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Currency (one of currency list)
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Country (one of country list)
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PriceList (list)
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RetailPrice
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SellPrice
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Tax (one of tax codes filtered by PriceEntity Country setting)
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priceForUserType (one of:)
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Consumer
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Wholesaler
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may be more in the future
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VolumeDiscountPriceList (list) may be zero or many
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Quantity
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SellPrice
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Liquid Scope Extending
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Module item liquid scope should be extended by property Price {{this.price}} that should return price based on the current domain.
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Searching and filtering impact
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Price property should be searched or filtered based on the current domain’s country/currency settings.
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Backlog
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p5 Ecommerce: Products > Attributes
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Add new module setting
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Advanced Settings -> Enable Attributes (hidden and restricted to change for now. Available for Products module only)
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If option enabled - show ’Attributes’ tab in the Add/Edit module item page
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Attributes list:
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Attributes provide ability to add/edit/delete product attributes and attribute options.
Clicking on Generate Variations (setting it to true) should hide InStock and PreOrder options and create variant products as per any attribute options that have AddToInventory = true.
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Set initial InStock value of the first variant product to the products stock level, where all others are 0.
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Sum of all insock values of all variant products should be set to Inventory.InStock property.
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Clicking on Disable Variations (setting it to false) should show InStock and PreOrder options and remove variant products entirely.
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Both changes should be applied if user clicks save button ONLY. If user set Generate Variations = false than show confirmation window before saving:
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Are you sure you want to remove all product variations?
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OK CANCEL
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Inventory entity properties and relations
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Enabled (boolean)
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Generate Variations (boolean)
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WhenOutOfStock (one of)
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Show [module alt name] but don't accept orders
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Hide [module alt name]
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Enable pre-ordering
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LowStockNotification (number)
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InStock (number)
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PreOrder (number)
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Variations (list)
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Title (string)
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SKUCode (string) - UNIQUE between all variation Codes and all module item SKUCodes
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InStock (number)
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Enable (boolean)
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AttributeOptionsVariation (one of variant products made by attribute options of attributes that have AddToInventory = true)
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Searching and filtering impact
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Inventory data can't be searched or filtered for now.
moduleIdentifier (required param) - moduleName or moduleId.
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itemId (required param) - id of the module item to get attributes from
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object (not required param) - item or collection (Default).
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collectionVariable (not required param) - works the same way as in other modules.
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layout (not required param) - path to FTP file that will contain layout content to be parsed.
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If specified empty string - do not render anything (suppress layout).
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If not specified at all - render default virtual layout.
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sortBy (not required param) - any module item properties - Default is Id.
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sortOrder (not required param) - ASC (Default) or DESC.
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item context is described below. If object = collection (which is default) than this contains attributes property that holds the list of attributes ({{this.attributes}}):
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ecommerceItemId (number) - itemId that was set in the component params
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attributes (list)
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Id (number)
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Name (string)
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AttributeType (string)
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ValueType (string)
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Required (boolean)
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AddToInventory (boolean)
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Options (list)
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Id (number)
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Name (string)
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Image (string)
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PriceValue (number)
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FormattedPrice (string)
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Currency (object)
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Code (string)
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Symbol (string)
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DigitalCode (string)
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Name (string)
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Country (string) - country code
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Default virtual layout can be seen/copied via FTP in ‘cms_assets’ folder.
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Backlog
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p8 Ecommerce: Module toolbox
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Add new toolbox items
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eCommerce:
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Catalogs list (default module items list toolbox for catalogs)
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Products list (default module items list toolbox for products)
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Related products {% component type:\"related_items\" %}
RecipientName - use the data from gift voucher -> recipient record
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RecipientAddress - use the data from gift voucher -> recipient record (Email)
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PurchaserName - TBD - this will be the full name from the CRM record that is assigned to the order that contains gift voucher product that creates this gift voucher and triggers the system email. Leave empty if gift voucher was created manually.
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GiftVoucherCode - use the data from gift voucher -> Details record
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GiftVoucherAmount - use the data from gift voucher -> Details record
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GiftVoucherCurrency - object - use currency that is related with the gift voucher country
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code
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symbol
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digitalCode
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name
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Message - use the data from gift voucher -> recipient record
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SiteUrl - protocol and site domain. Use the same logic as in \"Secure Zone Login Details\"
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EXAMPLE: {
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\"Message\": \"test test test\",
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\"SiteUrl\": \"https://vlad.z.treepl.co\",
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\"GiftVoucher\":
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{
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\"Name\": \"GV431795\",
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\"Amount\": 100.00000000,
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\"Balance\": 100.00000000,
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\"Type\": \"ViaShop\",
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\"Currency\": \"$\",
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\"Enabled\": true,
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\"RecipientName\": \"test@gmail.com\",
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\"RecipientEmail\": \"test@gmail.com\",
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\"RecipientMessage\": \"test test\",
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\"CreatedDateTime\": \"0001-01-01T00:00:00\",
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\"UpdatedDateTime\": \"0001-01-01T00:00:00\"
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},
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\"RecipientName\": \"test@gmail.com\",
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\"PurchaserName\": \"test2 test2\",
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\"PurchaserEmail\": \"test2@gmail.com\",
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\"GiftVoucherAmount\": 1100.00000000,
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\"GiftVoucherCode\": \"GV431795\",
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\"GiftVoucherCurrency\":
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{
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\"Code\": \"USD\",
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\"Symbol\": \"$\",
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\"DigitalCode\": \"840\",
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\"Name\": \"US Dollar\"
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}
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}
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Backlog
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Ecommerce: Shipping options
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Ability to view list of Shipping options and perform create/edit and delete Shipping option operations.
use pairs of country and currency that are retrieved from
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list of currencies that are applied to all domains of the site
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list of countries that are applied to all domains of the site
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Type (select). Options: (required)
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User Defined (default)
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Tax Code (select). Options:
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None (default)
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list of discount codes for the selected country
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Settings tab:
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Handling Charge (number) - (type float).
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Additional Per Item Handling Charge (number) - (type float).
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Weight Limitations
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Min (number) - (type float).
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Max (number) - (type float).
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Width Limitations
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Min (number) - (type float).
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Max (number) - (type float).
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Height Limitations
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Min (number) - (type float).
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Max (number) - (type float).
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Depth Limitations
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Min (number) - (type float).
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Max (number) - (type float).
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Order Price Limitations
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Min (number) - (type float).
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Max (number) - (type float).
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Show Shipping option to (select) - options:
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All (default)
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Consumer
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Wholesaler
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Limit Delivery to Following Countries (multi-select)
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use the same list of all countries
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Exclude Shipping if Purchasing from these Catalogs (multi-select)
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future list of catalogs. Leave empty for now.
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Backlog
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eCommerce: JS oriented properties
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Liquid properties created for all price related objects to correctly output HTML markup to work with JS functionality.
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For example, where you might have an output for a products price value such as: {{this.price}}
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Output is just a value: 5.00
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But for the shop JS functionality data attributes are required for correct updating of prices, etc. So formatted objects are available, eg: {{this.priceHtml}}
Can sort grouped products ordering via drag-and-drop.
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Always show main product as first item in list.
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On change main product - set it's order position to first.
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When trying to add product to group - if it's already added to any other group - show popup: \"This item is already added to another group (\"[[name of the main item in the group]]\"). Are you sure you want to remove it from that group and add it here?\"
When clicking yes:
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if the product was main in another group - apply main flag to the first ordered item left in the group
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if the group consist of 2 items - destroy that group since there is no need to exist a group with only one product
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Backlog
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Module item Pricing tab upgrade
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Provide UI upgrade that allows to see what price is edited right now (highlight editing price line).
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When choosing another country/currency value - highlight the actual pricing record
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Backlog
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eCommerce: {% component type:\"related_items\" %}
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Add new component tag component type:\"related_items\":
moduleIdentifier (required param) - moduleName or moduleId.
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itemId (required param) - id of the module item that has relations
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object (not required param) - item|collection
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Default value is collection.
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collectionVariable (not required param) - works the same way as in type: module.
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layout (not required param) - path to FTP file that will contain layout content that need to be parsed.
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If specified empty string - do not render anything.
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If not specified at all - render default virtual layout.
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Single tag item context is
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the same as for type:\"module\".
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should have one additional property IsMainGroupItem (boolean) that has value taken from module item grouping tab
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Module items should be ordered by saved order from product Group Items tab.
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Default virtual layout:
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<select> {% for item in this.items %} <option value=\"{{item.id}}\" {% if this.id = item.id %}selected=\"selected\"{% endif %}>{{item.name}}</option> {% endfor %} </select>
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Bug
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Advanced URL bug fix
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I created pages in the root directory but then needed to create 2 sub folders (en-gb & fi). I moved the files into the en-gb folder but they also show in the root directory?
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Expected
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Items shown in \"moved to\" folder only
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Actual
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Items shown in \"moved to\" folder AND in previous folder at the same time
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Bug
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Edit secure zone
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Fixed Internal error bug (http://prntscr.com/r295iq) then changing secure zone type from free to paid and clicking save.
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Bug
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Delete last product from shopping cart
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Now when deleting last product from the shopping cart – the page refresh state to Shopping Cart is empty automatically. No need to manually refresh the page
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Bug
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Change logic when choose another country on Shopping Cart
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When selecting another country the shipping options will no longer disappear (if no country limitation option applied to the particular shipping options).
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Bug
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Not correct calculated pre-order variations
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Create product
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Create attributes and generate variations
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Set in-stock values (10 for each variation)
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Go to product page and buy any product variation
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Go back to product variations page
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Expected:
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In-stock 9, Pre-order 0 for bought product variation
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Actual
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In-stock 9, Pre-order 1 for bought product variation
Expected result: shipping option shows right after change quantity event was triggered http://prntscr.com/qyd2qp Actual – you need to refresh the page to see that shipping option
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Bug
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Adding product with different attribute separately to cart
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Add product with attribute options white, black
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Go to product and add it to cart with selected white option
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Click again add to cart but with selected black option
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Go to cart
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Expected: two order lines that represent two different variations of the same product http://prntscr.com/qyd4nf Actual: one order line that represents the product but with quantity 2
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Bug
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Tax on shopping cart should change dynamically
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Output the tax on the shopping cart http://prntscr.com/qydqbo . It should be changed dynamically when applying new tax (user should not refreshing the page to see the applied taxes) http://prntscr.com/qydqv2
When product that has several prices is added to the cart – shopping cart shows incorrect price https://prnt.sc/qv4sqs
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Bug
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CRM Wholesaler
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CRM Wholesaler type doesn't change logged in users Liquid 'Type' value, nor does it change product pricing to wholesaler when logged in.
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Bug
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Canonical links in product
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Go to detail Product (product must be in several Catalogs) Open tab SEO and set canonical link http://prntscr.com/quyzkm absent name product AND when you change canonical link - must be preselected information - but now is empty http://prntscr.com/quz19h
Clearing the cart doesn’t restore instock value of the product. Expected: once clear cart action triggered – restore in-stock values for all product variations in the cart
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Bug
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Check 'Price' and 'PriceHtml'
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A Product has Liquid values 'Price' and 'PriceHtml', but these appear to be the same (eg: 18.0000). The 'priceHtml' should be the country/currency \"formatted price\"
When price is added it breaks the product detail page with this \"Liquid Error: Object reference not set to an instance of an object.\"\"
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Bug
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Error when delete product
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It seems that sometimes I am not able to add new products, when I press Save it gives me the classic \"You have unsaved changes. Leave the page?\" If I press OK I end up on the front page (Analytics)
\n
\n
\n
Bug
\n
\n
\n
Change this.name on detail product
\n
\n
\n
Small thing and since all will change the product detail page it doesn't matter that much. The name of the product is \"hardcoded\" to be \"Product 1\". Should be {{this.name}} ?
Ability to make documents such as PDFs and Word docs secure by assigning them to a secure zone. And/or the ability to assign a folder and all the documents in it to a secure zone so that no one can access or download the document unless they are logged into the secure …
To make module url to NOT HOLD that url to any module item. Right now module url occupies the url that is set on the settings page and no module item allowed to be created under the same url. Example: Module with url \"/my-custom-module\" should not occupy \"/my-custom-module\" URL. So user can create module item using slug \"my-custom-module\".
\n
user to choose empty (root) url for module so it's items will have urls that starts from domain without prefix slug (http://prntscr.com/ov1gjq)
\n
to set to any custom module a URL that is already used by any other module. But validate module items url to be UNIQUE between ALL global set of URL's of all module items.
\n
\n
\n
Item Full URL structure description due to points above:\n
Where: Black part is module URL. Description: Can contain several url slugs. Should not actually reserve URL. That's why:\n
\n
Can be the same as in any other module
\n
Can be the same as already used full URL of any item
\n
Can be empty
\n
\n
\n
Blue part is list of parent items slugs. Can contain several slugs. Slugs represent nested parent-child module item structure.
\n
Red part is module item slug
\n
\n
\n
\n
\n
\n
Beta
\n
\n
\n
Advanced URL Manager Part 1: Ability to assign multiple URLs for a single content item
\n
\n
\n
Allow to assign multiple parent module items to the single module item in order to get multiple URLs for an item.
\n
Module Settings
\n
Add new module setting
\n
\n
Advanced Settings -> Allow multiple parent items
\n
\n
If option of the child module is enabled - display Tab with the value of \"name\" setting of Parent (for child module item view) or Child (for parent module item view) module.
\n
Example:
\n
\n
Module ’Catalogs’ is parent to ’Products’
\n
If ’Products’ module has ”Allow multiple parent items” = true than ’product item’ page will contain ’Catalogs’ tab And ’catalog item’ page will contain ’Products’ tab
Original filter ‘replacefirst’, now added ‘replace_first’ Original filter ‘removefirst’, now added ‘remove_first’ to match Shopify documented syntax. Note: Original filters continue to work.
UPDATE TO EXISTING MULTIPLE URL MANAGER \n- Ability to assign multiple URL's for a single content item (by attaching mulitple parents items) \n- Ability to assign multi-slug for Custom Modules (for example: eng/my-module) \n- Ability to assign already taken slug for Custom Module (for example: /inventory - is a page or page folder. Custom Module inventory can also take /inventory …
Ability to verify domain with Amazon SES to use in \"From\" field in your email notifications. \nThis allows avoiding emails to be rejected or delivered as spam. …
Add Reset Password Page similar to login page (branded page). Fields:
\n
\n
Email
\n
\n
Add Restore Password Confirm Page similar to login page (branded page). Fields:
\n
\n
Password
\n
Confirm Password
\n
\n
On successful restore password confirmation, redirect to the login page.
\n
\n
\n
Backlog
\n
\n
\n
Single Sign-On integration with admin:
Invite user flow (invite/register)
\n
\n
\n
Redesign Add/edit admin user views:
\n
\n
remove add/edit user and set password pages
\n
Add new user button will call a popup
\n
\n
\n
name field
\n
email field
\n
choose role field
\n
role field
\n
\n
\n
Edit users also calls a popup:
\n
\n
\n
Name and email - displayed as a text.
\n
choose role field
\n
reset password button
\n
\n
\n
For all existing admin users – show re-invite button that needs to be clicked by a partner in order to trigger invite admin flow with password reset email sent to the admin user in order\n to allow them to set a password. All the admin users that have not passed this flow will not be able to login to the cms admin.
\n
\n
\n
\n
Backlog
\n
\n
\n
Single Sign-On integration with admin:
Invite Admin User system email
\n
\n
\n
Create new System email
\n
\n
Name
\n
\n
\n
Invite Admin User
\n
\n
\n
Content
\n
\n
\n
See Acceptance Criteria below
\n
\n
\n
Email liquid:
\n
\n
\n
{{this.siteURL}} should return Primary live domain or Default domain if site is trial
\n
{{this.invitePasswordSetUrl}} should be replaced with the invitation link
\n
{{this.isNewUser}} - Boolean. True is if an admin user has been created and false if just invited an existing one.
Show list of created \"Currency and Price format\" settings
\n
Use Default by default
\n
\n
\n
Setting \"Country\"
\n
\n
\n
Show list of countries (use list of countries that is used in the forms)
\n
Use United States by default
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Format rules for Format setting
\n
\n
\n
Display dates in the admin using default domain Format setting
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Save domain currency and number format settings to the order
\n
\n
\n
When creating an order - save currency and price format settings chosen for the domain purchase made from the order at\n the moment of purchase.
\n
So that if an admin changes the currency and price format settings for the domain, the order will still keep those settings that were at the\n moment of purchase
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Orders in admin list and detail view modification
\n
\n
\n
Use saved currency and format settings in orders in order to display prices in order list and detail view:
Use saved currency and format settings in orders in order to display prices in invoice email.
\n
Liquid changes:
\n
\n
{{this.order.items}}
\n
\n
\n
{{item.price}} - no changes
\n
{{item.TotalCost}} - no changes
\n
{{item.formattedPrice}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
{{item.formattedTotalCost}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
use currency that is saved in the order for the following properties:
\n
\n
\n
{{item.currency.code}} - use currency that is saved in the order
\n
{{item.currency.symbol}} - use currency that is saved in the order
\n
{{item.currency.digitalCode}} - use currency that is saved in the order
\n
{{item.currency.name}} - use currency that is saved in the order
\n
\n
\n
{{this.order.totalCost}} - no changes
\n
{{this.order.formattedTotalCost}} - ADD new property. Apply price format and currency position settings saved in the order in order to retrieve formatted price string
\n
use currency that is saved in the order for the following properties:
\n
\n
\n
{{this.order.currency.code}}
\n
{{this.order.currency.symbol}}
\n
{{this.order.currency.digitalCode}}
\n
{{this.order.currency.name}}
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Add liquid filter | domain_number_format
\n
\n
\n
Add new liquid filter:
\n
\n
Pattern:
\n
\n
\n
{{ numberVar | domain_number_format }}
\n
\n
\n
When applied -
\n
\n
\n
If variable is a number - should convert number to formatted string based on current domain Currency and format setting without\n currency related settings if liquid parsing works outside of domain scope, use default domain and its settings.
\n
otherwise - do not change the variable
\n
\n
\n
\n
Beta
\n
\n
\n
Payment Settings: Currency and format setting:
Add liquid filter | domain_money_format
\n
\n
\n
Add new liquid filter:
\n
\n
Pattern:
\n
\n
\n
{{ numberVar | domain_money_format }}
\n
\n
\n
When applied -
\n
\n
\n
If variable is a number - should convert number to formatted string based on current domain Currency and format setting including all\n currency related settings if liquid parsing works outside of domain scope - use default domain and its settings.
\n
otherwise- do not change the variable
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Tax
Ecommerce -> Taxes Page
\n
\n
\n
Ability to view list of taxes and perform create/edit and delete tax operations.
\n
Columns of the list view:
\n
\n
Name
\n
Tax Percentage Amount
\n
Country
\n
Actions
\n
\n
\n
Provide ability to pre-create taxes for countries:
\n
\n
USA
\n
\n
http://prntscr.com/ovgi09 - clicking on the button should create set of tax codes for\n selected country if system has preset of taxes for that country.
\n
\n
Create/edit form:
\n
\n
Country (select). Options:
\n
\n
\n
use the same list of countries that was used for Domains settings ->\"Country\"
\n
On adding new tax - preselect the country that is attached to the main domain by default
\n
\n
\n
Tax Code (string) (required)
\n
Tax Rate (number) - (type float) number of percent. Value should be between 0 and 100 including edges.
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Discount codes
Ecommerce -> Discount codes Page
\n
\n
\n
Ability to view list of discount codes and perform create/edit and delete discount code operations.
\n
\n
Columns of the list view:
\n
\n
Code
\n
Type
\n
Amount
\n
Release Date
\n
Expiry Date
\n
Enabled
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Code (string) (required)
\n
Description (string).
\n
Type (select).options:
\n
\n
\n
Fixed Amount (used by default)
\n
Percentage of Order
\n
Free Shipping
\n
\n
\n
Amount (number) - (type float) discount amount. Value may represent an actual amount or percentage of the order.
\n
Currency (select).options
\n
\n
\n
use list of currencies applied to all domains of the site
\n
\n
\n
Min Order Cost Limitation (number) - (type float).
\n
Expire after x redemptions (number) - (type int). Validate values to be int and greater or equal to 0.
\n
Catalogs (multi-select). Options:
\n
\n
\n
list of ecommerce catalogs module items.
\n
\n
\n
Release Date (datetime)
\n
Expiry Date (datetime)
\n
Enabled (bool) - checked by default
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Gift vouchers
Ecommerce -> Gift Vouchers Page
\n
\n
\n
Ability to view list of Gift Vouchers and perform create/edit and delete Gift Voucher operations.
\n
\n
Columns of the list view:
\n
\n
Name
\n
Amount (show values with 3 letter currency code)
\n
Balance (show values with 3 letter currency code)
\n
Recipient
\n
Enabled
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Details tab:
\n
\n
Currency (select) - options:
\n
\n
\n
use the same list of countries that were used for Domains settings -> Country
\n
\n
\n
Name (string) (required) - unique value
\n
Amount (number) - (type float). (required)
\n
Balance (number) - (type float).
\n
Type (select). Not selectable. Preselect value by default or based on initial value. Options:
\n
\n
\n
Manual (default)
\n
Via Shop
\n
\n
\n
Enabled (bool) - checked by default
\n
\n
Recipient tab:
\n
\n
Name (string) (required)
\n
Email (string) (required)
\n
Message (string) (required)
\n
\n
Buttons:
\n
\n
Email me - sends gift voucher system email to the current logged in admin user.
\n
Email Recipient - sends gift voucher system email to the recipient in the form above.
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Gift vouchers
Ecommerce -> Gift Vouchers System Email
\n
\n
\n
Add new system email
\n
\n
\n
Name
\n
\n
\n
Gift Voucher
\n
\n
\n
Content
\n
\n
\n
see acceptance criteria
\n
\n
Liquid scope (this):
\n
\n
RecipientName - use the data from gift voucher -> recipient record
\n
RecipientAddress - use the data from gift voucher -> recipient record (Email)
\n
PurchaserName - this will be the full name from the CRM record that is assigned to the order that contains gift voucher product that creates this gift voucher and\n triggers the system email. Leave empty if gift voucher was created manually.
\n
GiftVoucherCode - use the data from gift voucher -> Details record
\n
GiftVoucherAmount - use the data from gift voucher -> Details record
\n
GiftVoucherCurrency - object - use currency that is related with the gift voucher country
\n
\n
\n
code
\n
symbol
\n
digitalCode
\n
name
\n
\n
\n
Message - use the data from gift voucher -> recipient record
\n
SiteUrl - protocol and site domain. Use the same logic as in \"Secure Zone Login Details\"
\n
\n
\n
\n
Beta
\n
\n
\n
Ecommerce Settings: Shipping options
Ecommerce -> Shipping options Page
\n
\n
\n
Ability to view list of Shipping options and perform create/edit and delete Shipping options operations.
\n
\n
Columns of the list view:
\n
\n
Name
\n
Price (show values with 3 letter currency code)
\n
Currency/Country
\n
Actions
\n
\n
\n
Create/edit form:
\n
\n
Details tab:
\n
\n
Name (string) (required)
\n
Price (number) - (type float). (required)
\n
Currency/Country (select) - options:
\n
\n
\n
use pairs of country and currency that are retrieved from
\n
\n
\n
list of currencies applied to all domains of the site
\n
list of countries applied to all domains of the site
\n
\n
\n
Type (select). Options: (required)
\n
\n
\n
User Defined (default)
\n
\n
\n
Tax Code (select). Options:
\n
\n
\n
None (default)
\n
list of discount codes for the selected country
\n
\n
Settings tab:
\n
\n
Handling Charge (number) - (type float).
\n
Additional Per Item Handling Charge (number) - (type float).
\n
Weight Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Width Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Height Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Depth Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Order Price Limitations
\n
\n
\n
Min (number) - (type float).
\n
Max (number) - (type float).
\n
\n
\n
Show Shipping option to (select) - options:
\n
\n
\n
All (default)
\n
Consumer
\n
Wholesaler
\n
\n
\n
Limit Delivery to Following Countries (multi-select)
\n
\n
\n
use the same list of all countries
\n
\n
\n
Exclude Shipping if Purchasing from these Catalogs (multi-select)
\n
\n
\n
future list of catalogs. Leave empty for now.
\n
\n
\n
\n
\n
Misc
\n
\n
\n
Image processor Fix
\n
\n
\n
Fix imageprocessor
\n
When:
\n
\n
upload image under the same name as one of the images in the folder via FTP or File Manager
\n
\n
\n
DO: remove all cached versions of the image.
\n
\n
\n
delete image from the folder via FTP or File Manager
\n
\n
\n
DO: remove all cached versions of the image.
\n
\n
\n
Load File Manager tab
\n
\n
\n
DO: load cached images instead of forced image resizing via URL random param (task for JS)
\n
\n
\n
\n
Misc
\n
\n
\n
Export functionality redo
\n
\n
\n
Modify export flow not to open in a new tab
\n
\n
\n
Bug
\n
\n
\n
Bug in file manager
\n
\n
\n
Bug in the new file manager when opening longer code by the tree-view in a bigger browser window.
\n
\n
\n
Bug
\n
\n
\n
Workflow doesn't work on Business Plan
\n
\n
\n \n
Go to client site, e.g. CLIENTSITE.com/admin/custom-workflow
\n
Workflow doesn't work
\n \n
\n
\n
Bug
\n
\n
\n
BUG: Liquid ‘capitalize’ filter
\n
\n
\n
Treepl’s implementation of the Liquid capitalize filter actually does Title Case instead of the documented Capitalize function:
Both case changes are handy though, so since Title Case is obviously possible I’d ask that a new custom Liquid filter be created called “titlecase” which does what the currently\n implemented capitalize filter does, then fix the current capitalize filter to work as per the Liquid docs.
Single Account Identity Provider (SSO) via systemaccess.co for: \n- FTP + Treepl admin + Treepl portal \n- FTP + General Admin user \n- Ability to send an invite to an already created admin user \n- Ability for an admin user to have access to multiple treepl sites (on multiple DC's) with single …
When starting from a Blank site, the default code inserted for the Content Template includes a restrictive <title> element:\n\n<!DOCTYPE html>\n<html>\n<head>\n<title>{ this['name'] }</title>\n</head>\n<body>\n{ pageContent }\n</body>\n</html>\n\nI'd suggest removing the <title> element altogether since the system now handles document titles automatically and in accordance with the Name or Meta Title …
Integration of changes in our pricing plans that were announced several weeks ago \nChanges will be applied to all existing and new sites. \nPro+ plan renamed to eCommerce \neCommerce features available in eCommerce plan only \nAdvanced module settings for system modules available in eCommerce plan only \nPayable events, items, forms available starting Pro plan (used to be an extension), together with Payment gateways \nCustomizable columns …
General
v 4.7 Release date: 21 Aug. 2019
Full Release Notes
\n
\n
Bug
\n
\n
\n
Site Information incorrect “Value” column
\n
\n
\n
The Value column in the Site Information Module, shows the Field Type, instead of the Field Value.
\n
\n
\n
Bug
\n
\n
\n
Boolean value is ON instead of TRUE
\n
\n
\n
A boolean form field now returns string “true” or “false” instead of “on” (changes made in liquid formSubmissionData object and on CRM -> form submission ->\n submission detail page). http://prntscr.com/ovp5e4
\n
\n
\n
Bug
\n
\n
\n
{{counter}} tag issue with ‘New Liquid Engine’
\n
\n
\n
Counter tag in list layouts when ‘New Liquid Engine’ beta feature is enabled now renders as intended.
\n
\n
\n
Beta
\n
\n
\n
Custom Columns In List View
\n
\n
\n
Customizable columns for module items view.
\n
Allows customized columns on custom and system modules list and tree views.
\n
\n
Create new module settings page for editing columns settings. Showing preview of columns and ability to change their order position via drag and drop.
\n
\n
If there are too many columns on the view - show horizontal scroll. When drag column to the right or left edge of the view - trigger auto scroll functionality in order to provide the ability to move\n that column out of visible columns area.
\n
\n
Ability to go to add, edit and delete columns. Add/Edit view consists of the following settings:
\n
\n
Title - input field - name that will be viewed as column title.
\n
Property - selector of system and custom properties of the module.
\n
Column Width -input field - number of pixels that determines the column width.
\n
Mobile Column Width -input field - number of pixels the determines the column width in mobile view.
\n
Hide on mobile - checkbox
\n
\n
The ‘Actions’ column will always be present and will be the last column in the view.
Merge columns of two modules by their names. Merging should take equal named columns and all unique child module columns (basically columns of tree view are ALWAYS child module table columns). Unique\n Parent module columns should be skipped. For each parent module item on tree view show empty cell is column attached to child module only.
\n
\n
Example: Module 1 has Property 1, Property 2 and Name Module 2 has Property 1, Property 3 and Name
Module 1 is parent module to Module 2
Columns selected for Module 1 is Property\n 1, Property 2 and Name Columns selected for Module 2 is Property 1, Property 3 and Name
Result view on tree view of both modules: Module\n 1 or Module 2
| Name | Property 1| Property 3 \n | |----------------------|-------------------|------------------| | Module 1 item | some value 1 |\n | | Module 2 item | some value 2 | some value 3 |
\n
\n
Pagination Changes:
\n
1) Display current page number as input with number value between prev and next buttons http://prntscr.com/o70umf.
\n
On change - show page that is entered in the input.
\n
2) Duplicate pagination to the top of the table.
\n
\n
Lowest plan allowed is ”Pro+”
\n
\n
Add feature to the Admin User Roles: “Can Edit Module Items Columns Settings”
This component does not render any layout. If no collectionVariable specified - just skip the component processing.
\n
\n
Added to Component Toolbox:
\n
1) Add new toolbox group:
\n
\"Liquid Data\"
\n
\n
\"File System\"
\n
\n
provides ability to build component type:\"api\", resource:\"File System\"
\n
\n
2) For folder selection use folder picker:
\n
\n
clicking on folder in picker modifies component code
\n
clicking on icon next to folder modifies code and copies it to clipboard
\n
\n
\n
Lowest plan allowed is “Pro”
\n
\n
Add feature to the Admin User Roles:
\n
Liquid Data
\n
\n
File System
\n
\n
\n
\n
Backlog
\n
\n
\n
Analytics dashboard settings
\n
\n
\n
Remove condition that requires ’TrackingID’ for displaying analytics dashboard page.
\n
Only ‘ViewId’ is required (This change allows you to add Google js snippet yourself using desired custom options but still having an ability to see analytics in the dashboard)
parentItemId (not required param) - id of the module parent group to retrieve tagged items from
\n
object (not required param) - item|collection (default is collection)
\n
limit (not required param) - max number of tags to be rendered (default value is ALL)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
\n
sortBy (not required param): - Name (default) - ItemsCount
Example, using the following\n component tag with ‘parentItemId’: {% component type:\"module_tag_list\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 -\n is ID of the Blog \"My Blog\" URL output is: /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ItemTags=My%20Tag
Example, using the following component tag with no\n ‘parentItemId’: {% component type:\"module_tag_list\", module:\"Blog Post\" %} URL output is: ?prop_ModuleId=1534&prop_ItemTags=My%20Tag
\n
ItemsCount - number of module items tagged by this tag
parentItemId (not required param) - id of the module parent group to retrieve categorized items from
\n
object (not required param) - item|collection (default is collection)
\n
limit (not required param) - max number of tags to be rendered (default value is ALL)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
\n
sortBy (not required param): - Name (default) - ItemsCount
Example,\n using the following component tag with ‘parentItemId’: {% component type:\"module_category_list\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 -\n is ID of the Blog \"My Blog\" URL output is: /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ItemCategories=My%20Tag
Example, using the following component tag with no\n ‘parentItemId’: {% component type:\"module_category_list\", module:\"Blog Post\" %} URL output is: ?prop_ModuleId=1534&prop_ItemCategories=My%20Tag
\n
ItemsCount - number of module items categorized by this category
parentItemId (not required param) - id of the module parent group to retrieve categorized items from
\n
object (not required param) - item|collection (default is collection)
\n
numberOfMonth (not required param) - max number of months into the past to be rendered (default value is Eternity)
\n
collectionVariable (not required param) - liquid data variable
\n
layout (not required param) - path to FTP file that will contain layout content to be parsed. If empty string - does not render anything. If not\n specified at all - render default virtual layout (see below).
Example,\n with parentItemID: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 - is ID of the\n Blog \"My Blog\" URL (for period of 2018): /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ReleaseDate_Min=2018-01-01&prop_ReleaseDate_Max=2018-12-31
Example, without\n parentItemID: {% component type:\"module_archive\", module:\"Blog Post\" %} URL (for period of 2018): ?prop_ModuleId=1534&prop_ReleaseDate_Min=2018-01-01&prop_ReleaseDate_Max=2018-12-31
\n
ItemsCount - number of module items in the year
\n
Months (array) - Name - month (Example: August) - Url Pattern: [[parentItemUrl]]?prop_ModuleId=[[moduleId]]&prop_ParentId=[[parentItemId]]&prop_ReleaseDate_Min=[[periodStartDate]]&prop_ReleaseDate_Max=[[periodEndDate]] Example,\n with parentItemId: {% component type:\"module_archive\", module:\"Blog Post\", parentItemId:\"1234\" %} Where 1234 - is ID of the\n Blog \"My Blog\" URL (for period of August ): /my-blog?prop_ModuleId=1534&prop_ParentId=1234&prop_ReleaseDate_Min=2018-08-01&prop_ReleaseDate_Max=2018-08-31
Example, without\n parentItemId: {% component type:\"module_archive\", module:\"Blog Post\" %} URL (for period of August ): ?prop_ModuleId=1534&prop_ReleaseDate_Min=2018-08-01&prop_ReleaseDate_Max=2018-08-31
- ItemsCount - number of module items in the month
Component type module extended by param that allows using FULL search capabilities WITHOUT actual search via GET params (search form). Realization is described below:
\n
\n
1) Extend component type module with new param:
\n
\n
searchScope: \"\"
\n
\n
2) Parse content of search scope as JSON. If any exception occured while parsing - ignore this param.
\n
3) Use retrieved object just like GET parameters from a search.
Priorities when several params and/or search via GET params occured:
\n
filterBy, FilterValue pair < searchScope < GET params if searching THIS module
\n
\n
Example:
\n
Both options described below should show the same result
Give the user the ability to setup how list view is shown in the different modules/pages etc. to match the need of the user.\n \n \nSee an example in this …
This, for example, could allow us to build gallery apps from a directory of images, list downloadable files from organised in directories, and other file system related functions.\nSimilar to BCs File System API here:\n
Design: http://prntscr.com/onhp35 \nAdded and improved functionality: \n1.\tTooltips with full file names in the sidebar: http://prntscr.com/onhv20 \n2.\tSeparate scroll for main and tree-view section: http://prntscr.com/onhyz7 \n3.\tEdit file (edit and quick edit): http://prntscr.com/njyf77 \n4.\tDownload of files and folders: http://prntscr.com/onhw3p \n5.\tRight click menu: http://prntscr.com/oe4vex \n6.\tFiles in tree view and ability to manage them: http://prntscr.com/onhu7e \n7.\tAbility to duplicate files and folders: http://prntscr.com/onhwhm \n8.\tAbility to rename files and folders: http://prntscr.com/onhwot …
File Manager
v 4.5 Release date: 10 Jul. 2019
Full Release Notes
\n
Beta
\n
\n
\n
Features moved out of Beta
\n
\n
\n
These features work consistently now and have been implemented into the CMS:
\n
\n
Advanced Search
\n
Date Time Management
\n
\n \n
NOTE: Any feature flag will go through this flow:
\n
\n
Round #1 (sprint release) – released in beta features (disabled by default so it won’t crash anything on the live sites. Partners are able to see if it operates properly on those sites and report\n any issues for us to fix. Partner is able to turn off the feature himself instantly.
\n
Round #2 (1 or 2 sprints after round #1) – feature flag goes to internal section and set to true (checked). Partners are not able to uncheck it but can send a support ticket in case of some issues and we will\n disable it from our end and fix it
\n
Round #3 (1 or 2 sprints after round #2) – feature flag will be deleted. Old logic will be removed from the code. The result is that feature adopts the new behavior on a permanent basis.
\n
\n \n
\n
\n
Beta
\n
\n
\n
New Liquid engine &nICE v2.0
\n
\n
\n
New Liquid engine & nICE 2.0
\n \n \n
+ nICE v2.0:
\n
The ability to use style options like bold, italic, colors, etc in nICE editor interface.
\n
New styles interface is available for all content except for module item properties that don’t have a field type of ‘multiline’ or ‘WYSIWYG’ (ie: date/time fields, single line string fields, etc).
\n
NOTE: This feature requires valid HTML for proper nICE 2.0 operation in edit mode.
\n \n \n
+ New Liquid engine:
\n
IMPORTANT: After enabling this feature, please check all site's custom liquid and JS implementations. In cases where you might output the collection variables as JSON (like ajax search result) the new Liquid engine renders\n the JSON object with camelCased property names. Example:
Also, if you are using the {{params}} variable make sure you are using it via {{this.params}}. The names of the custom params will also be in camelCase http://prntscr.com/oh82n5\n
If the user created/changed the name of the category/subcategory and clicks anywhere but not on this button: http://prntscr.com/nodg1b changes should not be\n saved.
\n \n \n
+ Ability to create/edit categories using the new interface when within a module item
If user wants to create/edit category tree by clicking here: http://prntscr.com/npvq9l\n the flow is the same as on the settings page.
\n \n
If user wants to assign the category to the module there should be the dropdown: http://prntscr.com/npvqod where the level number will be indicated with\n (----).
\n \n \n
+ Default Parent category setting
\n
For modules where you have access to its properties (\"Edit Module\">\"Item Properties\">\"Default Properties\") There will be the ability to specify the parent category to be used when\n creating/editing module items.
\n \n
The default selection is the Root category level (value -1). if set to any category, than only the subcategories of the set category will be available to the module items (in both the Category field and the pop-out side panel as a\n tree of categories when clicking ‘Add new category button’.
\n \n \n
+ Change import/export format for categories.
\n
Old format example:
\n
\n
Cat 1,Cat 2,SubCat 1
\n
\n
New format example:
\n
\n
/Cat 1;/Cat 2;/Cat 2/SubCat 1;
\n
\n \n
Change method type from \"Get\" to \"Post\"
\n \n \n
+ Change logic for category filtration:
\n
\n
if filterBy is ‘itemCategories’
\n
\n
\n
Read filterValue as fullName
\n
find category by fullName
\n
find items by ItemCategoryIdList property of the module using retrieved category id.
\n
\n
\n
if searching by ItemCategory - apply same logic as for filterBy
\n
\n \n \n
+ Addition of new component tag of type \"categories\"
<option value=\"[[itemContext.fullName]]\">[[\"----\" x (itemContext.level-1)]][[itemContext.name]]</option>
\n \n
Liquid output example (of “myvar”):
\n
{
\n
\"items\": [
\n
{
\n
\"NestingLevel\": 2,
\n
\"FullName\": \"Cat 2/SubCat 1\",
\n
\"Id\": 112,
\n
\"Name\": \"----SubCat 1\"
\n
},{
\n
\"NestingLevel\": 2,
\n
\"FullName\": \"Cat 2/SubCat 2\",
\n
\"Id\": 113,
\n
\"Name\": \"----SubCat 2\"
\n
}
\n
]
\n
}
\n \n
NOTES: On generation of ‘search module form’ modification shown in ACCEPTANCE CRITERIA - see further below.
\n
Replicate the same to ‘create module form’
\n
Replicate the same to ‘edit module form’
\n \n \n
+ Component Toolbox shows category tree
\n
In the toolbox (for custom module, blogs, events, etc) when selecting filterBy ‘itemCategories’ - display options as flat tree in filterValue field in the format described below:
\n
\n
<option> label: \"Category\" or \"---- Sub Category\" or \"-------- Sub Sub Category\" depending on the level of the category (the deepest level has the most \"----\" prefix in front of\n the category name).
\n
<option> value: \"/category/sub category\"
\n
\n
\n
\n
Backlog
\n
\n
\n
New Email Accounts
\n
\n
\n
Add Email accounts tab on live site edit page (in portal.treepl.co)
Check if live site domain exists in Treepl’s Open SRS account.
\n
If exist – show email CRUD layout
\n
If not – try create domain in the Open SRC account
\n
\n
\n
On success - show email CRUD layout
\n
On fail – show error popup message and try again button.
\n
\n \n
Email CRUD layout provides ability to:
\n
\n
Create email
\n
Create domain alias
\n
Create email alias
\n
View list of email accounts and domain aliases
\n
Shows storage of the particular email account
\n
Delete email accounts
\n
Delete domain alias
\n
Delete email alias
\n
Reset email password
\n
\n
\n
\n
Backlog
\n
\n
\n
Contacts Import/Export flow
\n
\n
\n
Import/Export flow.
\n
Fields: all contact fields:
\n
\n
Id (ignore on import)
\n
First Name
\n
Last Name
\n
Email
\n
Address
\n
City
\n
State
\n
ZipCode
\n
Country
\n
Site
\n
Phone
\n
Status
\n
Notes
\n
Date Created
\n
Date Updated (ignore on import)
\n
Secure Zone
\n
Secure Zone Expiration Date Example: http://prntscr.com/o1wy67 if there is no date in Secure Zone Expiration Date but there is secure zone name in Secure Zone field: - on create CRM contact; set 9999-Dec-31 - on edit CRM contact; do not edit existing expiration date
\n
\n
Notes:
\n
Only ‘Secure Zone’ and ’Secure Zone Expiration Date’ cells will be imported for those additional secure zone rows added under a contact’s record (with no email address present). All other cells will\n be ignored in these rows.
\n
\n
\n
Backlog
\n
\n
\n
Admin Roles - Import Contacts
\n
\n
\n
Extend restrictions list for admin roles. New option under ‘Contacts’:
\n
\n
Can Import Contacts
\n
\n \n
If ’Can Import Contacts’ = false - disallow importing Contacts action for Admins with such roles.
\n
Existing configured roles have this disabled by default.
\n
\n
\n
Backlog
\n
\n
\n
Multiple Workflows enabled on Business plan
\n
\n
\n
Unlock Workflow notification Create / Read / Update / Delete operations for Business plan to enable multiple workflow capability. Now restricted only to having different Workflow Emails for those notification.
\n
(Multiple Workflow Emails remain only on Pro/Pro+ plans)
Useful for selectively re-indexing specific modules only or to resolve possible issues with specific module search.
\n
\n
\n
Bug
\n
\n
\n
Force disabling from search engines for all trial sites
\n
\n
\n
Force addition of <meta name=\"robots\" content=\"noindex, nofollow\"> meta tag (regardless of page property \"Disable from search engines\") for any page request under subdomain of *.treepl.co or\n *.trialsite.co
Fixed the issue that reindex process wasn’t indexing the items that where located in “folder/group” items (like posts in blogs or pages under some page folders).
Ability to create new email accounts for every hosted/activated site from Treepl Portal. Currently, you can request email accounts to be created by emailing to …
Ability to create and easilty manage global multi-level categories. \nCurrently available as one of the \"Beta Features\" and needs to be enabled manually on every Treepl …
In Custom Modules, when the SEO Priority default is set (under step 2. Item Properties), it is visually applied in admin view for all existing and new items but doesn’t actually apply to the item (not reflected in sitemap or in Liquid data).
If not set to the datetime field - use 00:00:00 as default time.
\n
\n
\n
Backlog
\n
\n
\n
Event calendar redo for date time
\n
\n
\n
Modify calendar JS to use time part of the event start and event end date instead of relying\n on forcing 00:00:00 to the start date and 23:59:59 to the end date.
\n
\n
\n
Backlog
\n
\n
\n
Liquid output for displaying timezone
\n
\n
\n
Add new property to request object:
\n
\"timezone\" :
\n
{
\n
\"label\" : \"string\",
\n
\"offset\" : int
\n
}
\n \n
Where label is a string value of the timezone name and offset is\n the difference in hours between UTC and current timezone
\n \n
Example Output: \"timezone\" : {
\n
\"label\" : \"(UTC-06:00) Central Time (US & Canada)\",
\n
\"offset\" : -6
\n
}
\n \n
Example Liquid Usage:
\n
{{request.timezone.offset}}
\n
Would give value: -6
\n
\n
\n
Backlog
\n
\n
\n
Duplicating of existing module
\n
\n
\n
Duplicate module with:
\n
\n
settings
\n
default properties
\n
custom properties
\n
layouts
\n
\n
Allow selecting new name and url when clicking duplicate button.
Plan restriction for duplicate Custom Module: Pro+
\n
\n
\n
Backlog
\n
\n
\n
WYSIWYG and ACE editor for form autoresponder with switcher
\n
\n
\n
Add WYSIWYG and ACE editor options to the Form -> Settings ->\n Autoresponder body.
\n \n
System Flow:
\n
When user saves Settings - last selected editor should be saved as well.
\n
When user comes to the form setting page - last chosen editor should be applied to the Body field.
\n
If no editor was saved for the Form setting section - ACE editor should be chosen by default.
\n
Chosen editor should be saved to the particular form, not for all forms in general.
\n
When user clicks save the whole Settings section:
\n
\n
If WYSIWYG editor chosen AND previously was chosen ACE - show confirm message: Switching to WYSIWYG may corrupt some of your data. Confirm? - if clicked OK - continue saving process. - if clicked cancel - reject saving process.
\n
\n
\n
\n
Bug
\n
\n
\n
(HOTFIX) Calendar toolbox builder - default options depended in Advanced Search flag
(HOTFIX) Calendar for Advanced search feature flag beta param
\n
\n
\n
Modify calendar js and include file to use beta feature flag param.
\n
Set param to 1 if Advanced search feature flag is on.
\n
\n
\n
Bug
\n
\n
\n
(HOTFIX) Add Image Bug (not adding actual uploaded image path)
\n
\n
\n
When adding an image to an image field using the image manager it would add an incorrect image reference.
\n
\n
\n
Bug
\n
\n
\n
URL Redirect - when using .html
\n
\n
\n
Fix URL redirect to recognize such url’s (\"/myurl.html\" and \"/myurl\") as different urls.
\n
The fix allows creating redirect like
\n
\"/myurl.html\" => \"/myurl\"
\n
\n
\n
Bug
\n
\n
\n
BUGS: User-Submitted Custom Module Items
\n
\n
\n
BUG 1: Not sure that user-submitted CM items are honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. (I’m\n testing with a Sydney timezone set) Release date is always different. Expiry is different when the date is set in the Create Item form, but not when ‘number of days till expiry’ is used or when left as\n default/no date set.
BUG 2: User-submitted items do not honour the expiry date ‘number of days’ value set in the modules default properties.
BUG 3: Expiry date fields are generated\n in the Create/Update Item forms even if expiry date is disabled from the CM default properties. (although they are removed if turned off from the Settings > Site User Permissions - but I’d think it should work the\n same in both cases?)
BUG 4: Expiration Date input in the Create/Update Item forms is added as a type=“text” input - suggest changing to a type=“date” (as per custom properties dateTime\n fields)\"
Release *time* for blog posts, custom module items, pages etc. So instead of just a release date, also have the ability to choose a specific time the content is …
The ability to duplicate existing custom module. Extended feature could be the ability to export settings/layouts etc. for Custom Module and import it in to another site. \nAvailable in Pro+ …
BUG 1: \nNot sure that user-submitted CM items are honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. \n(I’m testing with a Sydney timezone set) \nRelease date is always different. \nExpiry is different when the date is set in the Create Item form, but not …
Performed CMS code optimization that slightly increase working speed of site pages (up to 15%).
\n
\n
\n
Backlog
\n
\n
\n
Liquid Context Rendering
\n
\n
\n
New liquid object of {{LiquidContext}} to output all the available liquid for the current layout.
\n
eg:
\n\n
{% assign myCustomVar = \"some value\" %}
\n
{{liquidContext}}
\n\n
OUTPUT:
\n\n
{
\n
\"this\" :
\n
{
\n
\"Name\": \"value\",
\n
\"Description\": \"value\"
\n
...
\n
},
\n
\"request\" :
\n
{
\n
\"request_url\": {...},
\n
\"currentmember\": {...}
\n
...
\n
},
\n
\"myCustomVar\" : \"some value\"
\n
}
\n
\n
\n
Backlog
\n
\n
\n
URL Redirects Import/Export
\n
\n
\n
Ability to Import/Export URL redirects using an .xlsx file.
\n
\n
\n
Backlog
\n
\n
\n
Global Variables (Site Information) Builder
\n
\n
\n
The ability to have a \"Site Setting\" App, where it is possible to add settings for the client that one could then feed and use throughout the entire site. It could be things like logo, phone,\n email, address etc.
\n\n
With the ability to have the option of setting the liquid names/aliases so the tags are customisable. So instead of having for example something like {{siteInformation.companyContacts.webAddress}} one could specify an alias like {{si.cc.web}}
User is not able to save the form with two chosen options.
\n\n
If both options are present in the form the Expiry Date field will have priority.
\n
\n
\n
Backlog
\n
\n
\n
Secure Zone Expiration Settings
\n
\n
\n
Create a new option on the Secure Zone Page:
\n\n
\n
Expiration option\n
\n
\n Not specified (could be set from the form); \n this option is selected by default. If selected - allow applying date chosen on the form. If no value sent with the form - apply 31-Dec-9999.\n
\n
\n
\n
Custom date;\n
\n
\n if selected shows additional field type date. \n Apply to the form submission regardless of the Secure Zone Expiration field selected on the form.\n
\n
\n
\n
Number of Days.\n
\n
if selected shows additional number field. \n Apply to the form submission regardless of the Secure Zone Expiration field selected on the form.\n
\n
\n
\n
\n
\n\n
\n
Backlog
\n
\n
\n
Add .kml, .kmz extension to allowed extension list
\n
\n
\n
Add allowed file extensions:
\n
\n
.kml (application/vnd.google-earth.kml+xml)
\n
.kmz (application/vnd.google-earth.kmz)
\n
\n
\n\n
\n
Backlog
\n
\n
\n
Categorized rendering of events in the calendar.
\n
\n
\n
Now using the component toolbox you can generate the calendar include widget that will render calendar of events by category.
\n
\n
\n
Backlog
\n
\n
\n
Import/Export of the detail layout
\n
\n
\n
Now you can specify detail layout id in import and export file for module items.
\n
\n
\n
Backlog
\n
\n
\n
Data Center displaying in the portal.
\n
\n
\n
Fixed the displaying of the data center in the partner portal. Partner should be able to see the actual information of which data center the\n website is located.
\n
\n
\n
Backlog
\n
\n
\n
Module lists in Admin to list by release date
\n
\n
\n
Item lists in admin where release date is relevant now can be sorted by the release date column header.
\n
\n\n\n\n\n\n\n\n
\n
Beta
\n
\n
\n
Advanced search feature
\n
\n
\n
Advanced search added to beta.
\n
This feature uses new module index that allows retrieving searched module items in module search faster.
\n
Current feature impacts:
\n
\n
Module Search load speed will be highly increased.
\n
Filter by Event fields (such as start date end date price etc) will be highly increased.
\n
Filter by url will be highly increased.
\n
Added/edited module items via admin, frontent form or import functionality will be added to the index instantly (note – item may not be added to the index if reindex function is in process).
\n
Events on the calendar will be loaded faster.
\n
\n
ATTENTION: all features under beta will be released one or two sprints after their released sprint. Some of them may change the logic already implemented (by way of improvement). So check if these features impact your site before the full feature release.
When updating a custom module item on page 20 for example it jumps back to page 1. Which is frustrating if wanting to update multiple items on page 20.
\n
\n
\n
Bug
\n
\n
\n
Suspend Site text truncated
\n
\n
\n
Descriptive text for Site Suspension options is truncated.
The ability to have a \"Site Setting\" App, where it is possible to add settings for the client that one could then feed and use throughout the entire site.\nIt could be things like logo, phone, email, address etc.\n
\nWith the ability to have the option of setting the liquid names/aliases so the tags are customisable.\nSo instead of having for example something …
\nAbility to import URL redirects using a .csv file. Including PDF’s, media items, images, urls ending with a forward slash “/” and unusual urls that include special characters like &, =, $ or .aspx, .php etc.\nAbility to create wildcard …
Ability for partners to block the admin access and pause the websites for clients which are not paying.
\n
\n
\n
If a partner chooses the soft option:
\n
\n
There’ll be a banner placed on the home page where the explanation of the issue can be described. The visitor of the website can confirm it and the banner will disappear. Then the visitor can continue browsing the\n website;
\n
Clients can't access the admin dashboard using their credentials and will get the message with the issue
\n
\n \n
If a partner chooses the hard option:
\n
\n
The website is blocked and will not display. Every page will display the block-page with the description of the issue.
\n
Clients can't access the admin dashboard using their credentials and get the message with the issue
\n
\n
\n
\n
Backlog
\n
\n
\n
Ability to add multiple domain names to a website and point to different landing pages.
\n
\n
\n
If the home page isn't set at all, there should be a customisable system page displayed.
\n
‘Settings’ > ‘System Pages’ > “missing-home-page”
\n
Ability for the user to set up the default pages in the Domains list section via the admin dashboard.
\n
\n
If the page option is not set for any domain the default page should be used.
\n
If the default page option is not set on the default page, there should be \"Not Set\" status.
\n
\n \n
If the visitor enters on the custom domain of the current website;
\n
\n
If the page for the domain is set the system displays the page as the landing page;
\n
If the page for the domain is not set the system shows the page of the default domain;
\n
If the page is not set on the default domain the system shows the system page.
{{ “now” | date_utc }} converts a date to UTC (assuming that the date is always given in the site’s timezone)
\n
date_add
\n \n
myDate - filter input should be a date time object or a string convertible to a date time object
\n
amount - an integer number or a string convertible to an integer number representing the amount of date or time units to add (if positive) or to subtract (if negative) from the input date time object
\n \n
datePart - a string representing the date or time parts to be added or subtracted. The allowed values are:
\n
\n
\"year\"
\n
\"month\"
\n
\"day\"
\n
\"hour\"
\n
\"minute\"
\n
\"second\"
\n
\"millisecond\"
\n
\n \n
E.g. using either one of the variables below:
\n
and
\n
3016-06-15 12:30:30Z will output 3016-06-15T12:30:30
\n
2016-09-15 12:30:30Z will output 2016-09-15T12:30:30
\n
2016-06-30 12:30:30Z will output 2016-06-30T12:30:30
\n
2016-06-16 08:30:30Z will output 2016-06-16T08:30:30
\n
2016-06-15 11:50:30Z will output 2016-06-15T11:50:30
\n
2016-06-15 13:00:30Z will output 2016-06-15T13:00:30
\n
2015-06-16T08:30:29.900 will output 2015-06-16T08:30:29.900
\n
If one of the parameters is of an incompatible type or value, the filter will not alter the input.
\n \n
\n
\n
Backlog
\n
\n
\n
Contact assignment to the Secure Zone.
\n
\n
\n
Admin able to set/edit the expiry date of the secure zone for a contact
If any of the forms have a secure zone, but the expiry date for it isn't specified, the default expiry date should be 31-Dec-9999.
\n
\n
\n
Backlog
\n
\n
\n
System Page if the access to the Secure Zone is expired.
\n
\n
\n
If the expiry date of the contacts secure zone subscription is bigger than the set expiry date, the system should show the system page (403). The user should not be able to enter the secure zone by any means until the expiry date\n is less smaller than the current one.
\n
\n
\n
Backlog
\n
\n
\n
Change SEO Title To Meta Title In Liquid Properties
\n
\n
\n
{{this[‘MetaTitle’]}} Added and renders the same value as {{this[‘SEOTitle’]}}
\n
\n
\n
Backlog
\n
\n
\n
Timezone for form submissions
\n
\n
\n
The form submission times in the CRM now showing time in site timezone.
\n
\n
\n
Backlog
\n
\n
\n
Customise the “Create New” item name in modules
\n
\n
\n
Admin is able to add the name for the \"Create New\" button on the \"treeView\" for modules:
Any url redirect that is added to the system with .html as the source url won’t redirect.
\n \n
Another usability issue is that when you make a change to a url and go ‘back’ it takes you back to the first page of results every time and not just back to the page you were up to. It also defaults back to 20 results\n instead of 50.
\n
\n
\n
Bug
\n
\n
\n
Import/Export - doesn't react to Disable for site search
\n
\n
\n \n
Go to Galleries/Slider
\n
Create slider
\n
Export this item
\n
In file add one item and change Disable for site search to True and save
\n
Import this file
\n
New item doesn’t have checked checkbox for Disable from site search
\n \n
\n
\n
Bug
\n
\n
\n
Change Timezone - event in calendar displays one day back
Custom Module and Event pagination no display results
\n
\n
\n
When using Custom Module or Events search module with pagination, the paged views don’t show any items.
\n
\n
\n
Bug
\n
\n
\n
New Image manager not recognizing .jpg images
\n
\n
\n
Image manager in WYSIWYG editor not displaying .jpg images in the file system and so cannot be selected.
\n
\n
\n
Bug
\n
\n
\n
New Image manager - breadcrumbs don't work correctly
\n
\n
\n
Image manager in WYSIWYG editor not displaying breadcrumb/folder location correctly if reopening the image manager for a second time.
\n
\n
\n
Bug
\n
\n
\n
Create item from front end - change type
\n
\n
\n
Expiration Date input in the Create/Update Item forms is added as a type=“text” input - suggest changing to a type=“date” (as per custom properties dateTime fields)
\n
\n
\n
Bug
\n
\n
\n
Business plan - disable advanced settings
\n
\n
\n
Sites on Business plan had Advanced Settings enabled for Custom Modules when they should be disabled.
\n
\n
\n
Bug
\n
\n
\n
Set at Home and nICE
\n
\n
\n
Page with ‘Set as Home Page’ enabled will revert to disabled if saved via nICE editor.
User-submitted Custom Module items are not honouring site timezone for release date and expiry date IN THE WEB FORM RESPONSE - actual dates in the admin and when later rendering on site are correct. Initial response Release date\n is always different. Expiry is different when the date is set in the Create Item form, but not when ‘number of days till expiry’ is used or when left as default/no date set.
On item submission item is created with system default expiry date + expiry days - but should be calculated from today’s date http://prntscr.com/nfqq1b
- Ability to download file from File Manager \n- Ability to download folder from File Manager (as a seperate zip file) \n- Ability to duplicate file and/or folder in File Manager \n- Files and folders to render in alphabetical …
Secure Zone Subscription:\n Settings for recurring subscription
\n
\n
\n\n
Enable Paid Access control:
\n\n
\n
fields for paid Membership subscription:\n\n
\n
Membership Fees Amount (Price)
\n
Membership Renewal Rate (Recurring period)\n\n
\n
Monthly
\n
Yearly
\n
\n
\n
\n
\n
If Paid Access is selected, hide expiration date settings and show fields for Membership subscription and vice versa
\n
on saving settings with changed recurring period - validate that there is no secure zone subscriptions in the system that used different, previous subscription period. If found - show error message.
Add Cancel subscription button near secure zones that have one. Once clicked - trigger Cancel Membership subscription flow
\n
On successful canceling - remove all canceling links related to this subscription
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Recurring Payment flow on form with secure zone submit
\n
\n
\n\n
Once form is submitted
\n\n
\n
Check if form has event subscriptions\n\n
\n
if yes continue GENERAL Event payment FLOW
\n
if no Check if form has attached secure zones\n\n
\n
if yes\n\n
\n
take formData.amount and assert it with SUM(sz.membershipPrice) for each secureZone => sz
\n
if equals - proceed subscription
\n
if no - show validation error message
\n
\n
\n
if no - continue GENERAL FLOW
\n
\n
\n
\n
\n
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Cancel Membership subscription flow
\n
\n
\n\n
Once Cancel Membership subscription flow triggered:
\n\n
\n
check if subscription contains several secure zones\n\n
\n
if found several - show attention popup and ability to continue or cancel
\n
if not found - show Are you sure default popup, similar to the one that’s shown on delete flow.
\n
\n
\n
if user chooses to proceed further - cancel subscription in stripe and remove cancel subscription link.
\n
Show successful canceling message
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Form saving changes to assigned secure zones
\n
\n
\n\n\n\n
On saving Form settings with changed secure zones list - validate that all secure zones have the same recurring period or have no recurring at all. If found different recurring period - show error message
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Secure Zone Subscription:\n Sell membership form selector in toolbox
Secure Zone Subscription:\n Already subscribed membership price change
\n
\n
\n\n
Behavior for saving secure zone membership settings if there are already existing subscriptions in the system.
\n\n
1) On disable membership or setting membership price lower than before - show popup:\n “You can't set price for membership lower than before since you have active subscriptions”\n [Cancel all memberships and save changes] [Cancel]
\n\n\n\n
2) On setting membership price higher than before - show popup:
\n\n
“You have active subscriptions for this membership in the system.\n Should it be canceled?”\n [Leave all memberships and save changes] [Cancel all memberships and save changes] [Cancel]
module item list and tree view load speed in admin
\n
pages load speed
\n
\n
\n
\n
Misc
\n
\n
\n
\"module_category_list\" component improvements
\n
\n
\n
Modifications:
\n
\n
Modify component type:\"module_category_list\" to set twice URL encoded category fullName to URL
\n
this will allow to find categories that contain special characters (comma) in their names
\n
On filtering or searching - apply twice URL decode functionality to category fullName in order to correctly split them by comma and not break categories that contain commas in their names.
\n
Modify component type:\"categories\" to set to option values URL encoded category fullNames
\n
Add two fields to Single category item context if Advanced multi-level categories flag is enabled:
\n
Id
\n
FullName
\n
\n
\n
\n
\n
\n
Beta
\n
\n
\n
Advanced multi-level categories update
\n
\n
\n
Force enable flag “Advanced multi-level categories”
\n \n
NOTE: This feature flag activation may need a manual site index rebuild from the admin. If any module item lists on frontend used filtering by category – they may show nothing until index is rebuilt.
\n
\n
\n
Bug
\n
\n
\n
Advanced URL manager fixes
\n
\n
\n
Core bugs that previously broke saving and duplication of module items when Advanced URL Manager was enabled has been fixed.
\n
\n
\n
Bug
\n
\n
\n
Corrupted images in file manager
\n
\n
\n
When replacing image in file manager, image becomes corrupted
Filter by tag doesn't work - in collection (patch will force rebuild index process)
\n
\n
\n
Bug
\n
\n
\n
Site Search
\n
\n
\n
Site search shows \"Liquid Error: Object reference not set to an instance of an object\"
\n
v 4.1 Release date: 17 Apr. 2019
Full Release Notes
\n
\n
Backlog
\n
\n
\n
Code View In Custom Module WYSIWYG
\n
\n
\n
For Custom Modules, the ability to switch to “Code View” in custom WYSIWYG fields.
\n
\n
\n
Backlog
\n
\n
\n
Menu Layouts and layoutGroups management
\n
\n
\n
Add Menu layouts and layoutGroups management to the admin similar to other module layouts.
\n \n
1) User should be able to create new layoutGroups
\n
Creating layoutGroup should create folder in \"/Content/MenuLayouts/[menuAlias]/[layoutGroupName]\" and create there 3 files with default content.
\n
2) User should not be able to delete Default layoutGroup.
\n
3) User should be able to edit any layout inside layout group.
\n
4) Creating new menu should create \"/Content/MenuLayouts/[menuAlias]/Default\" folder\n and insert default layout there instead of the previous location \"/_MenuLayouts/[menuAlias]\".
\n
\n
\n
Backlog
\n
\n
\n
Menu LayoutGroups FTP changes
\n
\n
\n
FTP changes (for app start if _MenuLayouts\" folder exist):
\n \n
1) Copy \"_MenuLayouts\" folder from ftp root to \"Content\" folder.
2) Inside each menu alias named folder in \"/Content/MenuLayouts/\" folder\n - create Default folder. Move layout files from the \"/Content/MenuLayouts/[menuAlias]\" to \"/Content/MenuLayouts/[[menuAlias]]/Default\" folder.
\n
3) Go through every layout \"*.layout\" file inside each \"/Content/MenuLayouts/[[menuAlias]]/[[layoutGroup]]\" folders and change the include string part like this:
Ability to change custom module custom property data types.
\n \n
Add alert message when type change will cause irreversible data changes:
\n
WARNING: changing field type will cause data loss. Do you wish to proceed anyway?
\n \n
Transformations are based on rules described in the documentation for Custom Modules.
\n
\n
\n
Backlog
\n
\n
\n
Edit & Re-shuffle Tags In Modules
\n
\n
\n
Add ability to edit \"Tags\" in modules.
\n
Add ability to reorder tags.
\n
\n
\n
Backlog
\n
\n
\n
Image manager in wysiwyg
\n
\n
\n
Ability to access the file manager for image placement within WYSIWYG tools.
\n
\n\n
\n
Beta
\n
\n
\n
Import/Export feature improvement
\n
\n
\n
Extended version of import/export file.
\n
Add “disable from site search” property to the import/export file
\n \n
Beta feature: Activate by checking the ‘Advanced Module Import/Export’ flag in the Beta area.
\n
\n\n
\n
Bug
\n
\n
\n
Release date issue on module items
\n
\n
\n
When creating custom module item - its release date saved with incorrect hours.
\n
When click save again - date is changed again until release date is changed to +1 day.
\n \n
Expected:
\n
Release and expiry date should be saved with time 00:00:00 in the site's timezone. Time part of the submitted datetime should be fully\n ignored - just force 00:00:00 in the site's timezone
\n \n
Resaving should not change the time.
\n
\n
\n
Bug
\n
\n
\n
“site.webmanifest” Files Not Supported
\n
\n
\n
\"site.webmanifest\" files are not accessible via their URLs and are therefore not usable by browsers and other applications.
\n \n
Expected:
\n
When adding site.webmanifest file with content to ftp root.
\n
Go to /site.webmanifest url.
\n
Access file's content.
\n \n
Actual:
\n
HTTP ERROR 404
\n
\n
\n
Bug
\n
\n
\n
Login to admin - can't access first few times
\n
\n
\n
Issue with admin login not allowing access and returning to the login screen several times before finally allowing access.
\n
\n
\n
Bug
\n
\n
\n
Site Search With Multiple Keywords
\n
\n
\n
Site search using more than one word as the search term is not returning any results, even with site reindexed.
\n
\n
\n
Bug
\n
\n
\n
Link Manager Changes the Link text
\n
\n
\n
When using the Link Manager in the WYSIWYG editor for linking to a page, the Link Manager will overwrite the text selected as link with the name of the page.
\n
Example:
\n \n
\"This is my LINK\"
\n \n
Then select \"LINK\" and go to the Link Manager and choose \"Page\" and\n then choose a page called \"Test\".
\n \n
Your link will now show: \"This is my Test\" instead of still showing:\n This is my LINK\"
Ability to edit and shuffle “Tags” in modules. Right now, you can only add. So, if you make a mistake, misspell, etc, you need to delete the tag and re-add it again.\n \nAlso, would be nice to have the ability to re-shuffle tags (i.e. order of …
Items imported into Treepl using Templates do not always need to be found by Site Search.
By default, all imported Items are found by Site Search.
In Use Cases where Items should not be searchable it is necessary to edit every Item after it is imported and check the Disable From Site Search check box.
A number of partners have encountered this issue, …
Site search using more than one word as the search term is not returning any results, even with site reindexed. \nTested on both a live site and a trial …
When using the Link Manager in the WYSIWYG editor for linking to a page, the Link Manager will overwrite the text selected as link with the name of the page. \n
\nExample: \n
\n\"This is my LINK\"\n
\nThen mark \"LINK\" and go to the Link Manager and press \"Page\" and then choose a page called \"Test\".\n
\nWhen you return, your link will say: \"This is …
The ability to have a “cookie” set to remember when you click the toggle to collapse container? This way when you go back it is still set as collapsed? Or somewhere in a General Settings area where you can have it set to Auto Collapse (like a Global Setting).
Also the ability to apply this to the ‘Items Per Page’ pop-up …
If Content template created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for\n file name (name of the template remains the same).
\n\n
Extend Content template with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create template
\n
delete file -> delete template
\n
update file -> update template's content
\n
rename file -> rename content template
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Snippets through FTP
\n
\n
\n\n
Add ability to manage Snippets via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/Snippets
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Snippet created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the Snippet remains the same).
\n\n
Extend Snippets with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Snippet
\n
delete file -> delete Snippet
\n
update file -> update Snippet's content
\n
rename file -> rename Snippet (alias remain the same)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Email templates through FTP
\n
\n
\n\n
Add ability to manage Email Template via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/EmailTemplates
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Email template created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the template remains the same).
\n\n
Extend Email template with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create template
\n
delete file -> delete template
\n
update file -> update template's content
\n
rename file -> rename Email template
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Module Layouts through FTP
\n
\n
\n\n
Add ability to manage Module Layouts via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/ModuleLayouts/
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Module Layout created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the Module Layout remains the same).
\n\n
Extend Module Layouts with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Module Layout (as list layout)
\n
delete file -> delete Module Layout
\n
update file -> update Module Layout's content
\n
rename file -> rename Module Layout
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Forms through FTP
\n
\n
\n\n
Add ability to manage Forms via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/Forms
\n\n\n\n
File to check schema:
\n\n
\n.html\n\n\n\n\n\n
If Form created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for\n file name (name of the Form remains the same).
\n\n
Extend Forms with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Form
\n
delete file -> delete Form
\n
update file -> update Form's content
\n
rename file -> rename Form (alias remain the same)
\n
All above vice versa
\n
\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing System Pages through FTP
\n
\n
\n\n
Add ability to manage System Pages via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/SystemPages
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If System Pages created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file\n name (name of the System Page remains the same).
\n\n
Extend System Pages with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> No Action (disallowed action for this type of item)
\n
delete file -> No Action (disallowed action for this type of item)
\n
update file -> update System Page's content (create file if it was deleted by ftp)
\n
rename file -> No Action (disallowed action for this type of item)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing System Emails through FTP
\n
\n
\n\n
Add ability to manage System Emails via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/SystemEmails
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If System Email created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the System Email remains the same).
\n\n
Extend System Emails with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> No Action (disallowed action for this type of item)
\n
delete file -> No Action (disallowed action for this type of item)
\n
update file -> update System Email's content (create file if it was deleted by ftp)
\n
rename file -> No Action (disallowed action for this type of item)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Managing Workflow Emails through FTP
\n
\n
\n\n
Add ability to manage Workflow Emails via FTP.
\n\n\n\n
Folder to check files in:
\n\n
/Content/WorkflowEmails
\n\n\n\n
File to check schema:
\n\n
.html
\n\n\n\n
If Workflow Email created in admin contains unaccessible symbols for file name - replace them with empty string (\"\") for file name (name of the Workflow Email remains the same).
\n\n
Extend Workflow Emails with the same FTP Path variable as Pages has.
\n\n\n\n
Managing functions are the same as for pages:
\n\n
\n
create file -> create Workflow Email
\n
delete file -> delete Workflow Email
\n
update file -> update Workflow Email 's content
\n
rename file -> rename Workflow Email (alias remain the same)
\n
All above vice versa
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Beta Feature flags
\n
\n
\n\n
Ability to enable/disable some beta features before they become default.
Extend cookie life time after log in to secure zone from 30 min to 24hrs
\n
\n
\n\n
Backlog
\n
\n
\n\n
Admin URL management improvement
\n
\n
\n\n
\n
Remove # from url routes in admin
\n
On login - redirect user to previous page (if user was redirected to login by the app).
\n
If user goes via old urls with # - redirect him to the correct new styled URL
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Liquid engine refactoring (ALPHA)
\n
\n
\n\n
Refined and optimized Liquid Parsing process.\n Feature is in ALPHA state for now and under internal feature flag.\n Feature is disabled by default but we can manually enable it upon request for any of your trial sites if you wish to play with it.\n \n Benefits of the feature:
\n\n
\n
Parsing process now goes starting from template instead of page content.
\n
Liquid parsing speed is slightly increased.
\n
\n\n\n\n
Feature is incompatible with nICE for now (compatibility is under development).
\n
\n
\n\n
Bug
\n
\n
\n\n
Allow ‘Amount’ payment when Event Price is 0
\n
\n
\n\n
When
\n\n
\n
Event Has Price field set to 0
\n
Form Has AcceptPayment field ON
\n
Form Has AcceptEventSubscription field ON
\n
Form submission data has Amount > 0
\n
\n\n
Than - proceed payment the same way as it does for event by event.price BUT use FormSubmissionData.Amount as Price
FTP access to Pages, Menus, Content Templates, Snippets, Web forms (!), Blogs + Blog Posts, Events and Event Groups, Banners (Ad rotators), Galleries/Sliders (Photo Galleries), Authors, FAQ's, Custom Modules, Workflow Emails, System Emails, Email Templates and System …
FTP
v 3.3 Release date: 27 Feb. 2019
Full Release Notes
\n\n
Backlog
\n
\n
\n\n
Documentation link in the admin
\n
\n
\n\n
Documentation link in the admin should be viewed only for partners:
Include the ‘Set as Home Page’ data within the {{this}} object so we have it available in Liquid.
\n\n
It can be helpful to know for setting certain conditions in the template; just some examples:\n \n · Show a hero slider above content when on home page\n · Do not show a global subscription pop-up/modal window when on home page
Ability to grab direct link to CRM form submission entry from either the 'formsubmission' or workflow collections to place in workflow email.\n This is so that one can direct a workflow recipient straight to the Form submission in the admin console. Something like
\n
\n\n
\n
{{this.formSubmissionData.crmContactLink}}
\n
{{this.formSubmissionData.crmFormSubmissionLink}}
\n
{{this.formSubmissionData.crmEventBookingLink}}
\n
\n\n
\n
Add link to CRM contact from within the Form Submissions in the Admin: http://prntscr.com/mmlfnn (email address goes to CRM record, not a mailto: their email address)
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Internal Custom Module Search
\n
\n
\n\n
The ability to search all items in Module List even with “Disable from Site Search” checked.
\n\n
“Disable from Site Search\" should only be for the front end site only, and not internally.
\n\n
Looks like you lose search functionality within the custom module list when it is checked.
Global setting for enable/disable text wrapping on a new line
\n
\n
\n\n
Add a global setting that will enable/disable text wrapping on a new line in the ace editor.
\n\n
'Settings' > 'Misc'
\n
\n
\n\n
Backlog
\n
\n
\n\n
Keyboard shortcut to save content in ACE and WYSIWYG editors
\n
\n
\n\n
Apply CTRL+S/Command+S Shortcut Keys to save content when in ACE and WYSIWYG editors
\n
\n
\n\n
Backlog
\n
\n
\n\n
Reindex site - checkstatus and disallow reindex when indexing in progress
\n
\n
\n\n
Apply loader and disabling of reindex site button in order to prevent multiple reindex process trigering. Button should be disabled even after page reloading.
\n\n
Once reindex is finished - remove the loader and activate reindex button.
google analytics code should not be output if no tracking id is set in the analytics settings.
\n
\n
\n
\n\n
Bug
\n
\n
\n\n
OpenGraph Properties in Liquid not accessible
\n
\n
\n\n
`{{this.opengraphproperties}}` renders the sub-properties as JSON ok, but couldn't access those sub-properties directly, ie: `{{this.opengraphproperties.title}}`.
Sometimes when you want to create a new page on a site you don't want to use a template - perhaps for a differently style landing page or some other random page. Currently the system pulls in the default template. Can we have a page option that allows 'Don't use a …
The ability to search all items in Module List even with “Disable from Site Search” checked. “Disable from Site Search\" should only be for the front end site only, and not internally. Looks like you lose search functionality within the custom module list when it is checked.\n
Ability to grab direct link to CRM form submission entry from the either the formsubmission or workflow collections to place in workflow email. \nThis is so that one can direct a workflow recipient straight to the Form submission in the admin console. something like {% raw -%} {{ this.formSubmissionData.crm_link }} {% endraw -%} …
Include the ‘Set as Home Page’ data within the {% raw -%}{{this}}{% endraw -%} object so we have it available in Liquid.\n \nIt can be helpful to know for setting certain conditions in the template; just some examples:\n
\n· Show a hero slider above content when on home page \n· Do not show a global subscription pop-up/modal window when on home …
Liquid
v 3.2 Release date: 12 Feb. 2019
Full Release Notes
\n
Backlog
\n
\n
\n
Custom module items: Inheriting default settings on import/create from frontend
\n
\n
\n
Use custom module settings on events below.
\n
-> Settings -> 'Secure Zones'
\n
\n
Select Secure Zones
\n
\n
-> Item Properties -> 'Default Properties'
\n
\n
Default Template
\n
Disable All Items From Site Search
\n
\n
Therefore, new imported items will inherit Custom Module setting. So if you have \"Disable from Site Search\" checked - all new imported items will have \"Disable from Site Search\" checked (already existing items will not be affected).
\n\n
System flow:
\n
\n
Import Process:
\n
IF items are new (create process):
\n
If item template column is not specified: Set item template to \"Default Template\" setting of the module
\n
Set Items' \"Disable All Items From Site Search\" property using value of the \"Disable All Items From Site Search\" setting of the module
\n
Assign Items to Secure Zones that are Selected in the \"Secure Zones\" setting of the module http://prntscr.com/mgctf9
\n
\n
\n
If Update Process
\n
process remains the same as it is right now
\n
\n
\n
\n
\n
Create module item from frontend (public create item API):
\n
Set item template to \"Default Template\" setting of the module
\n
Set Item's \"Disable All Items From Site Search\" property using value of the \"Disable All Items From Site Search\" setting of the module
\n
Assign Items to Secure Zones that are Selected in the \"Secure Zones\" setting of the module http://prntscr.com/mgctf9
\n
\n
\n
\n
\n
\n
Backlog
\n
\n
\n
Datetime oriented by site Timezone
\n
\n
\n
On site creation process, save selected timezone to the site.
\n
On the site use saved timezone for all date based variables.
Increase restore_password/activate_account token lifetime from 30 min to 24h (allowed secure zone users not respond longer on restore password emails. Especially make sense if restore password was triggered manually by the admin)
\n
\n
\n
Backlog
\n
\n
\n
File creation during copy page bugfix
\n
\n
\n
Fixed issue caused during copying of a page: page file was not created.
\n
\n
\n
Backlog
\n
\n
\n
Add search form to Component Manager + search by trpEvents fields
Provide same iterface as for the Custom Module search form (except for selecting module since Event is the only module available for the section)
\n
Generated search form should contain Event specific fields and be able to search by them:
\n
\n
prop_Price_Min (text input)
\n
prop_Price_Max (text input)
\n
prop_EventStartDate_Min (text input)
\n
prop_EventStartDate_Max (text input)
\n
prop_EventEndDate_Min (text input)
\n
prop_EventEndDate_Max (text input)
\n
prop_AllowMultipleSubscriptionPerEmail (checkbox)
\n
prop_HideWhenFull (checkbox)
\n
prop_Capacity_Min (text input)
\n
prop_Capacity_Max (text input)
\n
prop_Allocation_Min (text input)
\n
prop_Allocation_Max (text input)
\n
\n
\n
\n
Backlog
\n
\n
\n
Implement Emmet In The ACE Editor
\n
\n
\n
Emmet is a system that allows coders to write shorthand and have it expanded when you push the tab key. It can save a lot of typing when writing web pages. Eg. you type 'p' and then press 'tab' and you get:
\n\n\n\n
, or you type 'div.wrapper' and 'tab' you get:
\n\n\n\n
You can even do more advanced things like creating multiple instances with nested objects.
\n
Here is an code playground of Emmet implemented in Ace (Go ahead and type p +tab on an empty line or ul>(li.item>a)*5 plus tab. ) https://ace.c9.io/demo/emmet.html\n
Emmet is a system that allows coder to write shorthand and have it expanded when you push the tab key. It can save a lot of typing when writing web pages. Eg. you type p the tab and you get <p></p>, or you type div.wrapper and tab you get <div class=\"wrapper\"></div> You can even do more advanced things like creating …
Admin Panel
v 3.1 Release date: 29 Jan. 2019
Full Release Notes
\n\n
Backlog
\n
\n
\n\n
Event Groups and Events (CRUD)
\n
\n
\n\n
Create two nested system modules (Event Group and Event) similar to the blog structure (Blog and Blog Post).
\n\n
Event Group module created in order to help grouping events rather than keeping them all in one single list. Although, you're still able to view events in one list. For this reason List View was set as default layout (with ability to switch to Tree View http://prntscr.com/mf70zr\n Unlike the blog and blog posts - events are allowed to be created in the root level of Event Groups and events (Blog post can’t be created in the root level only in the blog for example).
\n\n\n\n
Event module has event specific fields:
\n\n
\n
Date From
\n
Date To
\n
Capacity: (number)
\n
Hide when full: (boolean)
\n
Price : (number)
\n
Allow multiple subscription per one email: (boolean)
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Booking Subscriptions created by an Event Form submission
\n
\n
\n\n
If formData.eventId is not null - trigger eventSubscription flow:
\n\n
\n
Set allocations from formData.allocations. If value is empty or \"<1\" then set allocations=1
\n
Validate Event Subscription (separate task created with the description)
\n
If event has price not null and \">0\" then trigger event payment flow\n\n
\n
if payment is succeed
\n\n
\n
use standard form's redirect/output flow
\n
\n
Otherwise show payment error message from the payment flow
\n
\n
\n
Otherwise - create event booking record from formData info and use standard form's redirect/output flow
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Form -> Event subscription validation
\n
\n
\n\n
Event Subscription Validation:
\n\n
\n
Check event exists by formData.eventId:\n\n
\n
if not found, alert: Event with such id does not exist
\n
\n
\n
Check event is still available:\n\n
\n
not disabled
\n
Current Date is between EventDateStart and EventDateEnd (if EventDateEnd is empty - use EventDateStart with time 23:59:59)
\n
Current Date is between ReleaseDate and ExpiryDate (same way as used now in custom modules), alert: The event you are subscribing for is not available
\n
\n
\n
Check capacity and allocation requested. Messages:\n\n
\n
if capatity = current event allocation, alert: The event is full
\n
elseif capatity < (currentEventAllocation + formData.allocation), alert: The event hasn't enough seats. Only [[capatity-currentEventAllocation]] seats left.
\n
\n
\n
Check Allow multiple subscription per one email\n\n
\n
If Allow multiple subscription per one email option is false and formData.email is already subscribed to the event, alert: You already subscribed to this event
\n
\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Events
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Booking Subscription
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
CRM -> Orders section
\n
\n
\n\n
Permissions and Menu integration
\n
\n
\n\n
Backlog
\n
\n
\n\n
Component box -> Events
\n
\n
\n\n
\n
List of Events and Event Groups (same as for module items but with such fields as capacity, price etc)
\n
Event Subscription Form\n\n
\n
List of Events to choose from. Default option is \"For detail layout\" which gives the form a value as {{this['id']}}. Example:\n {% component type: \"form\", alias: \"[[formAlias]]\", eventId: \"{{this['id']}}\" %}
\n
list of forms (that has acceptEventSubscription field enabled).
\n
Once user selects form and an event item, show code for copying, example: {% component type: \"form\", alias: \"payment_form\", eventId: 1939 %}
\n
\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Settings -> Payment Settings
\n
\n
\n\n
Payments Gateways Section (also added to Permissions and Menu integration)
\n\n
Gateway (select) options:
\n\n
\n
Stripe
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Payments Gateway - Section [Stripe]
\n
\n
\n\n
\n Stripe Settings:
\n\n
\n
Key (required) (string)
\n
Currency (string) (Default USD)
\n
Image (string) (with upload widget like http://prntscr.com/mbx4v0\n Tooltip: A relative or absolute URL pointing to a square image of your brand or product.\n The recommended minimum size is 128x128px.The supported image types are: .gif, .jpeg, and .png
If form has “Accept Event Subscription” field selected – you can specify event you want to subscribe for by id in component tag:\n {% component type: \"form\", alias: \" [[formAlias]]\", eventId: \"1939\" %}
\n\n\n\n\n
\n
Accept Payment, generates the below code inside the element:\n\n
If form has “Accept Payment” field selected – you can specify price in component tag:\n {% component type: \"form\", alias: \"[[formAlias]]\", price: \"20\" %}
\n\n
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Add file payment.js and main.css to /cms-assets directory
\n
\n
\n\n
Create/Update files:
\n\n
\n
/cms-assets/js/payment.js\n (for payment flow in general and stripe flow in particular)
\n
/cms-assets/css/main.css\n (minified version of the default styles)
\n
\n\n
NOTE:
\n\n
All files in /cms-assets folder could be overridden by treepl team via sprint updates. So don’t make any changes in those files. If you want to change something that is affected by those files – add them to your own files or remove default scripts and styles from desired pages.
\n\n\n
\n
\n\n
Backlog
\n
\n
\n\n
Payment Form Processing Logic
\n
\n
\n\n
Payment flow
\n\n\n
If Form Payment type:\n\n
\n
Event:\n\n
\n
Get event.price
\n
get totalAmount = event.price * allocations
\n
\n
\n
General:\n\n
\n
get totalAmount = formData.Amount
\n
\n
\n
\n
\n
Payment process:\n\n
\n
If formData.paymentType == 'stripe'\n\n
\n
Get token from formData.paymentData
\n
Verify totalAmount with token
\n
If success - end flow
\n
else - show message: Payment is failed: [[error message from stripe]]
\n
\n
\n
\n
\n\n
\n
\n\n
Backlog
\n
\n
\n\n
System Email -> Invoice
\n
\n
\n\n
Create new System Email that should be sent on successful payment
\n\n\n\n
{{this.order}} liquid object contains
\n\n
\n
{{this.order.id}}
\n
{{this.order.MemberEmail}}
\n
{{this.order.MemberId}}
\n
{{this.order.MemberLink}} (link to admin to CRM -> Order -> particular order)
\n
{{this.order.Link}}
\n
{{this.order.items}} collection of objects. Object ({% for item in this.order.items %}):\n\n
\n
{{item.entityid}}
\n
{{item.entityType}} (Event, Form)
\n
{{item.name}}
\n
{{item.price}} (totalCost/quantity)
\n
{{item.quantity}}
\n
{{item.totalCost}}
\n
{{item.currency.code}}
\n
{{item.currency.symbol}}
\n
{{item.currency.digitalCode}}
\n
{{item.currency.name}}
\n
\n\n
\n
{{this.order.Status}}
\n
{{this.order.PaymentType}}
\n
{{this.order.TotalCost}}
\n
{{this.order.currency.code}}
\n
{{this.order.currency.symbol}}
\n
{{this.order.currency.digitalCode}}
\n
{{this.order.currency.name}}
\n
{{this.order.TransactionID}}
\n
{{this.order.CreatedDateTime}}
\n
{{this.order.UpdatedDateTime}}
\n
\n
\n
\n\n
Backlog
\n
\n
\n\n
Submission Process -> Custom Invoice behavior
\n
\n
\n\n
On form submission process:
\n\n
\n
If payment\n\n
\n
Check for name=\"customInvoiceId\" field.\n\n
\n
If found Email by that id - use that content for invoice
\n
If not found or name=\"customInvoiceId\" is null - send default System Email -> invoice
Upgrade liquid filters to the latest version of the liquid library
\n
\n
\n\n
This fixed some issues like:
\n\n
\n
Divided_by will no longer be integer division.\n {{3 | divided_by : 2}} will be 1.5 instead of 1 as it was before
\n
Sort filter now can sort simple arrays (not only array of objects by object’s field as it was before)\n {% assign arr = \"c,d,a,b\" | split: \",\"| sort | join: \",\" %}\n {{arr}}\n now returns a,b,c,d\n
Ability to create sites on Canada (Central) data center. Existing live and trial sites of Treepl Partners from Canada will be transferred by our admins upon …
Suggestion for {{request.request_data.is_mobile}} to become {{request.request_data.device_class}} with the output being 'mobile|tablet|desktop|...' as this will provide greater flexibility and future scalability as more device types could be added in over time. eg: 'tv|watch|glasses|car|spaceship|...'.\nMuch like in BC we have {{globals.visitor.deviceClass}} giving us 'desktop|tablet|phone'.\n
The {{request.request_data.is_mobile}} just gives us a 'true|false' to whether it's mobile or not.\nI feel that the BC way is more …
Liquid
v 2.4 Release date: 25 Dec. 2018
Full Release Notes
\n\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Email Campaigns
\n
\n
\n
Added 4 tabs for email campaign:
\n \n
Settings\n \n
Name (100characters)
\n
Mailing List
\n
Schedule Delivery\n \n
One time Campaign
\n
Schedule delivery
\n \n
\n \n
\n
Email info\n \n
From Name(100 characters)
\n
FromEmail(100 characters)
\n
Subject(150 characters)
\n
Preview Text(150 characters)
\n \n
\n
Content
\n
Preview(with ability to send test email)
\n \n \n
Campaign can be changed between statuses: \n Draft -> Sent (One time Campaign sent) \n Draft -> Scheduled (Campaign scheduled) \n Scheduled -> Draft (Campaign unscheduled) \n Scheduled -> Sent (Schedule delivery Campaign sent) \n
\n
Saving ability works only in Draft state. \n Sent state doesn't allow any saving or unscheduling options.
\n
Scheduled state allows unscheduling of the campaign (on preview tab).
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Send Email Campaign
\n
\n
\n
Provided ability to send campaign
\n
\n
Instantly (if Settings - Schedule Delivery - One time Campaign setting selected and send button is triggered)
\n
On specific time scheduled in campaign settings (if Settings - Schedule Delivery -Schedule deliver settings are set and send button is triggered)
\n
\n
\n
\n
Backlog
\n
\n
\n
Mailchimp API integration: Send Test Email Campaign
\n
\n
\n
Provided ability to send test campaign to the specific email addresses
\n
\n
\n
Backlog
\n
\n
\n
Email Marketing -> Campaign -> Toolbox for email content
\n
\n
\n
Provided a toolbox with tags for email campaign content
\n
\n
\n
Backlog
\n
\n
\n
Partner Portal: Disable Save button after start creating site process
\n
\n
\n
Save button now disables when site creating process is triggered
\n
\n
\n
Backlog
\n
\n
\n
Liquid consistancy in emails
\n
\n
\n \n
Body,Subject, FromEmail, FromName should be parsed by liquid:\n \n
Forms -> Autoresponder
\n
Forms -> Workflow Emails
\n
Custom module item created from frontend -> Autoresponder
\n
Custom module item created from frontend-> Workflow Emails
\n \n
\n
Context that passed for rendering Body should be also passed to email template:\n \n
Forms -> Autoresponder
\n
Forms -> Workflow Emails
\n
Custom module item created from frontend -> Autoresponder
\n
Custom module item created from frontend-> Workflow Emails
\n \n
\n \n\n
\n
\n
Backlog
\n
\n
\n
Partner Portal: Support Ticket Form
\n
\n
\n
Created menu items \"Support\" that leads to the page with the form. On submit – if you are logged into codeproduction.co – your ticked will be created. If you are not\n logged in – you will be redirected to the login form. After successful submit of the login form – ticked will be created.
\n
\n
\n
Bug
\n
\n
\n
Sitemap is outputting disabled items
\n
\n
\n
Sitemap will not add “disabled” module items. \n Module items classified as “Disabled” are:
\n
\n
Enable checkbox is false
\n
Release date is greater than current date
\n
Expiry date is less than current date
\n
\n
\n
\n
Bug
\n
\n
\n
Clicking on the same particular custom module in menu bug
\n
\n
\n
When in a Custom Module showing list items, and you click on the same Custom module menu again, it doen't go to a blank screen any more -http://prntscr.com/lunwel
\n
\n
\n
Bug
\n
\n
\n
Over 4000 characters in form data crashes form submit
\n
\n
\n
Fixed form submit error when submitting over 4000 characters (in sum between all form fields).
\n
\n
\n
Bug
\n
\n
\n
Filtering by tags and categories doesn't work
\n
\n
\n
Fixed filtering by tags and categories via module search form. Previously result were: \n Liquid Error: Invalid cast from 'System.String' to 'System.Collections.Generic.IEnumerable`1
\n
\n
\n
Bug
\n
\n
\n
nICE duplicates $ symbol in the content
\n
\n
\n
If content contains \"$1\" or single \"$\" - after save dollar symbol doesn't duplicate multiple times.
Ability to create, update, delete and send Email marketing campaigns from Treepl CMS …
Marketing
v 2.3 Release date: 11 Dec. 2018
Full Release Notes
\n
Bug
\n
\n
\n
Double forward slash in URL when adding an item
\n
\n
\n
Fixed double forward slash appending to the preview URL when creating new page/module item: http://prntscr.com/lue4cl
\n
\n
\n
Bug
\n
\n
\n
{{FormSubmissionData}} in autoresponders when creating a new item is not consistent
\n
\n
\n
Submission data in autoresponders when creating new item now works correctly:
\n
\n
<pre>{{formSubmissionData}}</pre> - works case insensitive.
\n
{{this.formSubmissionData}} - woking with or without the 'this' object.
\n
{{this.formSubmissionData}} and {{this.member}} are now accessible in Email template for autoresponder when creating new module item.
\n
Fixed empty object being returned if module had no custom properties, so system properties still accessible for general formSubmissionData object.
\n
\n \n
\n
\n
Bug
\n
\n
\n
Custom Modules Search by categories, tags and checklists doesn't work properly.
\n
\n
\n
Search by multiple categories, tags or checklist property values now works correctly and no longer results in a Liquid Error: Invalid cast from 'System.String' to 'System.String[]'
\n
\n
\n
Bug
\n
\n
\n
Opening custom module items in new tab goes to admin dashboard.
\n
\n
\n
Opening custom module items in new tab now works as expected rather than redirecting to the admin dashboard.
\n
\n
\n
Bug
\n
\n
\n
Canonical link empty causing liquid error.
\n
\n
\n
Fixed page crash if canonicalLink is empty (http://prntscr.com/lqz9vv) causing Liquid Error: This operation is not supported for a relative URI.
\n
Now no <link rel=\"canonical\"> tag displayed on the page if value of the canonicalLink property is empty or not a valid URL.
\n
\n
\n
Bug
\n
\n
\n
Can't add www. to domain in 'SEO' -> 'Primary Domain'
\n
\n
\n
This field for setting the primary site domain now allows any subdomain to be entered, including www.
\n \n
\n
\n
Bug
\n
\n
\n
Disabled page renders blank document.
\n
\n
\n
When attempting to load a disabled page a completely blank document was rendered. Now system renders a 404 page.
\n
\n
\n
Bug
\n
\n
\n
Date comparison via module components not working.
\n
\n
\n
Date fields can now be filtered in {% component type: \"module\" ... %} via 'filterBy' and 'filterValue' attributes, including:
\n
\n
Release data
\n
Expiry date
\n
Any date custom field
\n
\n
If 'filterBy' is set to a date type field:
\n
\n
System will try parsing 'filterValue' as date.
\n
If value is a date then compare it to the item’s date value (EXCLUDING the time component of the date value). Comparison rule is only “equals” to, so it's looking for an exact match.
\n
If system can't parse 'filterValue' then filtering is ignored.
\n
\n
\n
\n
Bug
\n
\n
\n
Nice editor - $[number] text bug
\n
\n
\n
Texts that contain $ sign and a number next to it (eg: $2) no longer brakes text after saving.
\n
\n
\n
Bug
\n
\n
\n
Item without a detail layout shows completely blank document.
\n
\n
\n
404 page is now displayed when an item’s detail layout has type “List” (or no layouts with type \"Detail\" are present or the default \"Detail\" layout has been saved as a \"List\" type).
\n \n
\n \n
\n
Bug
\n
\n
\n
Bug with rendering SEO Title.
\n
\n
\n
SEO/meta title now renders by the system under the following conditions:
\n
\n
If <head> section already has <title> tag, than the system will not do anything, allowing custom title tag to display based on your own logic.
\n
If <head> section of the page has no <title> tag than the system will add it populate the value firstly with the SEO title value or secondly using the item's name (if SEO title value is empty).
\n
\n
\n
\n
Bug
\n
\n
\n
Item URL preview not updating correctly.
\n
\n
\n
Item’s preview URL (shown under item’s URL field) is now displaying correctly when creating a new item and when editing existing and updating it's parent folder (resulting in URL change).
\n
\n
\n
Backlog
\n
\n
\n
Alternative Domain For Trial Sites
\n
\n
\n
Added ability to choose an alternative domain for new trial sites (trialsite.co) rather than the current \"treepl.co\" domain.
\n
\n
\n
Backlog
\n
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Mailchimp API integration.
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Added new section: 'Email marketing' > 'API provider'.
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This allows you to setup Mailchimp API credentials (API key) that are required for integrated email marketing functions.
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API key can be retrieved on this page from the mailchimp account https://us19.admin.mailchimp.com/account/api/ (us19 in the url is datacenter that can be different for your account, so may need to replace this with your account’s datacenter)
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Backlog
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Mailchimp API integration: Mailing Lists
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Added new section 'Email Marketing' > 'Mailing Lists'.
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Section provides the ability to perform Create, Read, Update and Delete actions (CRUD operations).
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When a Mailing List is added, updated or deleted – it will be automatically added, updated or deleted in the linked mailchimp account (using API credentials in 'Email Marketing' > 'API Provider').
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Currently one way push from Treepl CMS to Mailchimp (two way sync will come later).
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Backlog
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Mailing Lists subscriptions in Forms.
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In 'Content' > 'Forms':
\n \n
Added system form field \"Mailing Lists\" (checkbox list). \n When clicking on it opens window with the full list of all mailing lists and ability to select which mailing list(s) will be added to the form
\n
The selected mailing lists are then output automatically in the form's layout when first generated: \n <label for=\"MailingLists\">Subscribe To</label> \n <input type=\"checkbox\" id=\"MailingLists1\" name=\"MailingLists\" value=\"[[list1 id]]\">[[List1 Name]] \n <input type=\"checkbox\" id=\"MailingLists2\" name=\"MailingLists\" value=\"[[list2 id]]\">[[List2 Name]] \n <input type=\"checkbox\" id=\"MailingLists3\" name=\"MailingLists\" value=\"[[list3 id]]\">[[List3 Name]]
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Once form is submitted - CRM contact record will be added to all selected lists.
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'MailingLists' property added to the {{formSubmissionData}} object for liquid as well as the 'CRM' > 'Form Submissions' entity.
\n \n \n \n
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Backlog
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Mailchimp API integration: Subscribe/Unsubscribe user event.
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If a user subscribes or unsubscribes from a mailing list via Mailchimp, the event is pushed to Treep CMS to unsubscribe the CRM contact from the appropriate mailing list.
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If mailing list does not exist in Treepl CMS - skip action (Example - mailing list was deleted via admin but the user unsubscribes after the mailing list was deleted).
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If the CRM contact does not exist - skip action (Example - user was deleted via admin but actual the user unsubscribes after their CRM record was deleted)
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Backlog
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Mailchimp API integration: CRM Contact mailing lists management.
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Added ability to view subscriptions via the CRM contact record, as well as subscribe and unsubscribe them to/from mailing lists.
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Also added same ability in the 'Mailing List' > 'Subscribers' section.
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Backlog
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More settings on Google Analytics dashboard.
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Added more data from Google Analytics available through the API:
Default form layout generator now generates reCaptcha’s code in compact mode for mobile using liquid conditional statement (utilising the 'data-size=\"compact\"' attribute). \n A form label is also now added to the markup.
\n \n
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Backlog
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Default Datepicker.
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Date fields will be generated by the system using default datepicker (on content forms when form layout is generating by the system and when generating create/update module item forms).
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Backlog
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Settings area available for System Modules.
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System Modules now have settings and properties available to access (found under the gear icon), which include:
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Blogs
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Blog posts
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Banners
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FAQ's
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Galleries
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Authors
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Available on Pro+ plans only.
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Backlog
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Show correct IP Address for Data Center.
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When activating a site in the Partner Portal, the relevant data center's IP address is displayed for use in your DNS.
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Backlog
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Change \"Email Notification\" To \"Auto-response\".
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\"Email Notification\" title, in the forms settings page, is now more correctly changed to \"Auto-response\".
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Backlog
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Global site preview button.
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Added \"Home\" button to admin header bar (next to the partner logo) that opens the home page in a new tab.
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Backlog
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{{request.device_type}} property.
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Added 'device_type' property to request object {{request.device_type}}. Returns device type:
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Desktop
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Tablet
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Mobile
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Backlog
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SEO OG image tag improvement.
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System will automatically prepend \"https://[current Domain]\" to the path of the selected image when setting the OG tag properties under the SEO tab for various items.
Pagination for Custom Module items was slightly reworked:
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Component tag now defines what module should be paginated via a URL parameter 'ModuleId' that adds to the system generated page links when the module is rendered. If it matches the module defined\n in 'source:\"moduleName\"' than pagination will be applied. Otherwise - ignore pagination.
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Extended the default generated pagination HTML markup to define moduleId in pagination links.
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Pagination will be applied always. Not only if 'displayPagination: \"true\"' for the modules defined in URL parameter 'ModuleId'.
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'displayPagination: \"true\"' parameter should ONLY define if component tag should output self-generated pagination HTML or not.
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Backlog
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Redirect to 'Unauthorized' system page if login failed.
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On login process if the user failed to login, the system will redirect them to the 'Unauthorized' system page instead of redirecting to the home page with \"/?login=failure\" appended to the URL.
Connect your Mailchimp account to Treepl CMS (same way you setup Google Analytics feed integration). Create mailing lists in Mailchimp through API from Treepl CMS submitted forms: \n- Ability to create, update and delete mailing lists via mailchimp API \n- Ability to setup mailchimp api integration \n- Ability to add subscription functionality to the …
Allow using module settings on system modules: \n- Blogs \n- Blog posts \n- Banners \n- FAQ's \n- Galleries \n- Authors \n(all except of Pages). \nAvailable on Pro+ plans only. \n*This feature would cover the following request: \"Enable multiple detail layouts for blogs and blog …
Ability to add images from the WYSIWYG editor, instead of copying the code to the code editor. \nAll files uploaded through WYSIWYG editor will be stored in a separate \"uploaded_images\" folder on …
Ability to create trial sites under an alterntative \"trialsite.co\" domain. \nCurrently, you are only able to create trial sites under \"treepl.co\" domain. \nTHIS IS A TEMPORARY SOLUTION BEFORE \"BRANDED DOMAIN\" FEATURE IS …
Remove general rule of adding \"/\" in the end of every URL. \nAll file URL's that list in the ‘Pages’ layout display as a folder structure ie. /contact/ instead of /contact so they are harder to copy/paste. \nWith the url having a \"/\" at the end, the problem here is that with and without the slash are actually two different urls. \nWe …
Ability to create redirects to external sites or other domains of the current site. \nAbility to create redirects from URL's that contain file extension (.asp, .php, etc.) but not .htm and .html \nIf you want to setup a redirect from \"/some/url.htm\" to any other, just create a new URL redirect using \"/some/url\" (excluding \".htm\" extension) in FROM field. \nSuch setup will cause …
Convert Media type field to <input type=\"file\" name=\"prop_[[media_property_alias]]\"> on forms that are retrieved by Components toolbox. \nAll files will be uploaded and stored in …
\"Primary Domain\" field validation prevents from saving strings that don't match domain pattern. \nIf \"Primary Domain\" field is empty and \"Enable automation of sitemap.xml\" is enabled, the validation error would …
- Switching from FTP to FTPS \nNOTE: Login process is the same as it has been. However, you may need to change Protocol or Encryption setting in your FTP client of choice when using saved/favorited …
Add an automatic sitemap.xml listed for each site and refreshed every 24 hours. If we can make selections about importance of each page ie. priority and change frequency that would be ideal with the last modified date automatically updated. The sitemap needs to be setup with all urls being the ‘default’ domain ie. either the www or non-www.
Ability to Add, Edit And Delete Custom Module Items for logged in users. \nAbility to setup Add, Edit Or Delete module item permissions for particular Custom Module \nAbility to setup autoresponder when new module item created by logged in …
All sites (with any plan) get a default workflow: \n- Name: \"Inquiry Workflow\" \n- \"Inquiry Workflow\" can not be deleted \n- \"Inquiry Workflow\" can not be renamed \n \nWorkflow restrictions for \"Essential\" and \"Business\" plans: \n- Disabled add/edit/delete options for all workflows other than \"Inquiry Workflow\" \n- Disabled \"Email Marketing\" > \"Emails\" section \n- Disabled workflow triggering on form submissions for all workflows other than \"Inquiry Workflow\" \n- \"Settings\" …
All link/file selection field types throughout the admin. Like a 'link manager' type widget, similar to in BC. For example in 'menus', this will give the ability to select a link in the \"link manager\", instead of manually typing it …
Option to set Basic Open Graph http://ogp.me/ for every site page, detailed custom module pages, overall blog pages, blog posts (article og), products, media downloads (structured properties) if …
Ability to disable certain content from site search functionality as it is currently bringing up results like list items, galleries etc. that don’t have a whole page dedicated to …
- \"Settings\" > \"System Pages\" - adding a separate section for customizing system pages. \n-\"404\" and \"Form Submission Results\" pages will be moved to this section. \nNew system pages: \"Forbidden\" (secure zone access denied page), \"Email Confirmation\", \"Request Reset Password\", \"Request Reset Password Result\", \"Reset Password\", …
- Splitting Menu properties (Name, Alias) and Menu builder into 2 separate tabs to remove extra white space \n- Remove \"Save\" and \"Delete\" from \"Menu builder\" …
- New Code Editor (ACE code editor) integrated on every page, snippet, item \n - The \"WYSIWYG/Code Editor\" switcher saves preferred editing method for each page, snippet, item\n - Removing \"Code View\" from the WYSIWYG\n Adding this feature will resolve auto code cleanup issue in the WYSIWYG editor (you will have to use the Code Editor for all the advanced liquid …
- Ability to specify \"force download\" behavior assigned to a certain media content link. \n- If link matches the pattern than the content will be dowloadable to the site users regardless of the media content mime type. \n\nPattern: <link_to_media_content>?downloadable=1 \n\n\nExample: \n\nFile: /images/fruits/apple.png \nForce Download Link: /images/fruits/apple.png?downloadable=1 \nAs the result the apple.png media file will be downloaded and not rendered in the …
- New property in Custom Modules - Media field type \n- Calling out the File Manager with ability to insert image path right into the text field that is associated with the media type field \n- \"Make downdloadable\" button that enables forced download action of the file instead of rendering in the browser (image, PDF …
Exclude items from rendering in lists through custom module compontent tag if: \n- Item is not \"Enabled\" \n- Current date is not in between \"Release Date\" and \"Expiry …
\r\n",
"enabled": true
}
}
}
} tag wasn't working correctly for the invoice,
workflow and autoresponder.
6.1.2.9
Liquid tags
When the currency on the domain was being changed (custom symbol), the
ToDomainMoneyFormat liquid filter wasn't changed:
https://prnt.sc/1dxqfr5.
Export
The custom properties and "parent" were displayed incorrectly in the
products export spreadsheet.
Custom modules
The "create/update custom module items from the frontend" functionality
has been fixed.
6.1.2.9
Product Group
"Liquid Error: Field not found in row: CategoryIdList" error was
displayed on the frontend instead of "select" (e.g. product size
options).
6.1.2.9
Case sensitivity
Case sensativity of the alias name: and - both options are working fine now. The same applies
to SortBy: "weighting".
6.1.2.9
Form submissions output
The form submissions of the particular logged-in user weren't displaying
on the frontend.
6.1.2.9
Admin
The "Enabled" checkbox wasn't working correctly. Even though the item
was disabled, it was displaying on the frontend.
6.1.2.9
Products
In the "attribute" dropdown the values were displayed twice.
6.1.3
Forms
Even if the URL redirect was set up for the form, the redirect wasn't
working.
6.1.3
Liquid tags
The info about pagination wasn't displayed in the Liquid Error: Index was out of range. Must be non-negative and less than the size of the collection. (Parameter 'index') tag for
modules (custom modules, blog, etc.):
https://skr.sh/s8oOfcT43ae
6.1.3
Blog
Issue with the incorrect author ID in Blog.
6.1.3
Advance CRM group
When rendering a CRM group field, all values are displayed instead of
logged-in user ones.
v 6.1 Release date: 30 Jun. 2021
Full Release Notes
BACKLOG
Gift Cards + Discount Codes on form payments and secure zone subscriptions
Gift Vouchers and Discount Codes can now be used with all form payments (general payment, paid Events, paid Secure Zone subscriptions).
For Secure Zone Recurring Discount Settings:
Add new settings to ‘eCommerce’ > ‘Settings’ > ‘Settings tab’:
“Recurring Settings”
Discount applies to
First Payment Only (default)
All Payments
Discount Code and Gift Voucher to forms:
Ability to add ’Discount Code’ and ’Gift Voucher’ fields to the form builder.
Add ’priceCalculation.js’ to the head section of the page if form contains Discount Code or Gift Voucher field.
Implement algorithm in JS that decreases price when Discount and/or Gift Voucher applies (trigger it on ’Payment_DiscountCode’, ’Payment_GiftVoucher’ or ’Payment_Amount’ field change event):
Take ’PaymentAmount’ form ’name="Payment_Amount"’.
Take value of ’GiftVoucherValue’ based on ’Payment_GiftVoucher’
Take value of ’DiscountCodeValue’ based on ’Payment_DiscountCode’
DiscountCodeValue = PaymentAmount * DiscountCodePercentageValue or
DiscountCodeValue = DiscountCodeAmountValue implement and use frontend API request to determine values of a discount code and a gift voucher.
Return validation errors for DiscountCode AND GiftVoucher (see shopping cart errors)
Set ’TotalCost’ to <input id="PaymentTotalCost"/> of the current form
Discount payment flow:
If PaymentAmount matches the required payment amount for the current form (for Generic form with recurring secure zones - sum of all recurring subscription prices. For SingleItem - priceOfEvent*allocation)
If DiscountCode is applied AND (DiscountCode IS expired OR RedemptionQuantity == Expire After x Redemption OR DiscountCode IS disabled)
Show appropriate validation error (see shopping cart errors)
Else
Begin
Create Order.
Set OrderLine price to PaymentAmount
Apply Discount and/or Gift Voucher
DO Increase RedemptionQuantity for the Discount
Then
Get TotalCost by the logic described above.
Then
If Discount applies to == First Payment Only
Create Recurring Payment
Set first payment Price to TotalCost and recurring Price to PaymentAmount
elseif Discount applies to == All Payments
If DiscountCodePercentageValue == 100
Create secure zone subscriptions with expiration date 31-Dec-9999
Do NOT Create Recurring Payment
else
Create Recurring Payment Set first payment Price to TotalCostand recurring Price to PaymentAmount * (1-DiscountCodePercentageValue/100)
if TotalCost == PaymentAmount * (1-DiscountCodePercentageValue/100)
set general recurring payment with price == TotalCost
Then
if GiftVoucherValue > 0 and (PaymentAmount - DiscountCodeValue) > 0
Allow module item search from Tree View (same as List View)
The ability to search in nested module items and in Tree View (like you can in List View) for Pages, Snippets, Custom Modules, etc. This brings list search to all modules now, including Blogs, Banners, Galleries, etc.
BACKLOG
Pagination on tree view module items
1) Add pagination for tree view in admin panel (UI is the same as for list view).
Pagination is now applied to both ’Parent’ items (viewed as folder icons) and ’Child’ items (viewed as file icons) and acts upon the whole list.
2) Apply Sorting via backend. Default sorting is not set (sort "folders" (parent module items) first then "files" (child module items)).
Remember latest applied sorting (like it's done for list view).
Store sorting field/sort direction separately from list view so they are remembered independently.
3) Add searching by name for the current level
BACKLOG
Show/Hide Inactive/Disabled Items
The ability to show/hide inactive/disabled items across all modules.
Allow adding an introductory paragraph to the module list view to give editors some guidance.
Sometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.
Proposed solution: Allow the addition of notes to a module that would be displayed inline above a module’s list view. Suggest that they are in a collapsible accordion that would be open by default, but after being closed by the user it would remember its state and stay closed on future visits.
Add ability to select the version of reCaptcha used for system forms
Add section to ‘Settings’ > ‘Misc’ with the ability to choose reCaptcha v2 or reCaptcha v3 to use on all system forms, which include:
login form
restore password request form
reset password form (on ’reset-password’ system page)
Update account form
Selected reCaptcha will affect both, the way the form's html is generated from the toolbox/component manager, and the reCaptcha validation for the submit action.
This is the biggest update to Treepl CMS ever. We will be organizing a separate meeting to present all the changes and opportunities that the new architecture brings to the platform. Stay …
Allow adding an introductory paragraph to the module list view to give editors some guidance
Sometimes we want to give users some general directions for a module or some context on how a module is being used and what part of the website it populates.
Proposed solution:
Allow the addition of notes to a module that would be displayed inline above a module’s …
DESCRIPTION:
Depreciate the need to use recaptcha v2 on login forms and any other system form (I can only think of the account password update form, but there may be others).
BENEFIT:
Logins are always a barrier for end-users and bring along a whole set of additional user issues.
Implementing recaptcha v3 just helps make this process more user-friendly and streamlined (and I assume …
Added default list layout for favorites (list of all items added to favorites).
Default layout will render: Name, description and URL to item.
New layout file created `list.layout` at `/cms-assets/layouts/favorites/` (https://prnt.sc/10v7n7j)
Admin Component Manager:
Rename `CRM > Favorites` to `CRM > Add to Favorites Button`
Add `itemId` param. Add item search to this field if `source` selected (preset with `2519`)
Remove limit param from this area (it only makes sense for favorites list)
Add CRM > Favorites list
Preset list layout with path to new layout file `/cms-assets/layouts/favorites/list.layout` (https://prnt.sc/10vbu8z).
BACKLOG
Shopping cart Javascript events and triggers
Added the ability to customise the ecommerce javascript functionality. A set of Javascript events for various eCommerce functions have been added for “Before”, “After” and “Trigger” events.
Improve Stripe payment error messages and payment form `onsubmit`
Submit flow for payment forms and/or recaptcha v3 formshas been reworked.
Backend:
`formSubmissionData`object (for both JSON response and Liquid) now will always have `FormRedirectLink` property.
Value will be either:
system thank you page for the form
custom redirect link (from redirectURL hidden field for that the form)
or redirect URL for Payment_Method==Paypal or bamboraEU (redirect) payment gateway
NOTE: `FormRedirectLink` will be set even if there are errors in the `ErrorMessages` property. If you go to the link without checking for errors – they will be set to `formSubmissionData`Liquid object on that page as well, but only for the first page load.
Frontend:
Improve reCaptcha v3 and payment JS.
Added new custom event that will be triggered after all reCaptcha v3 validations (instead of the regular `submit` event)
These events allows you to: - Add any additional validation actions and stop the form submit via `event.preventDefault();` function. - Perform AJAX submit of the form (with already validated recaptcha token and payment data)
Add `prop_ReleaseDate` to the add and edit module item HTML forms, retrieved via the Component Manager/Toolbox.
Add ability to use `prop_Enable` to add/edit module item controllers. On ADD form; if `prop_Enable` is specified in form submission - apply its value only if there is no admin approval required rules in place for the module.
BACKLOG
Liquid improvement: Ability to use variables in {% for %} tag
Ability to use `limit` and `offset` param value via variables (not just via pure numbers).
Example:
{% assign off = 3 %}
3<br>
2<br>
1<br>
Ability to use ‘from’ and ‘to’ param value via variables (not just via pure numbers).
Example:
1<br>
2<br>
3<br>
4<br>
5<br>
Before update, such code caused: Liquid Error: Object reference not set to an instance of an object.
BUG
Fix secure zone assignment via forms with Payment Method == Cash
Now, secure zone should be assigned once payment is added to the order and its status changed to paid.
BUG
Volume Discount applying fix
Now, volume discount applies based on SUM of quantities of all product variations instead of applying per variation only.
"Before" callbacks could be used for additional custom js logic and could interrupt event process.
Process could be interupted via event.preventDefault(); function.
Syntax
document.addEventListener("CMS_BeforeExample", function(event)
{
var data = event.data;
//custom code here
});
List of callbacks (see release notes)
"After" Callbacks
"After" callbacks could be used in order to retrieve data that was returned from the server in order to apply any custom logic that …
Add default list layout for favorites (list of all items added to favorites) and insert in to blank.
Use output of Name, description and url only
Rename CRM > Favorites to CRM > Add to Favorites Button
- Add itemId param. Add item search to the field if source selected.
-- preset by 2519 (similar to how it works on add to cart component …
Add CMS_CustomSubmit event that will be triggered for all payment forms including forms with reCaptcha v3
Add CMS_triggerHandlePayment trigger that will allow to finalize payment process if form will be sent via ajax inside CMS_CustomSubmit event handler.
Add CMS_AfterFormPaymentHandled event that will be triggered once all payment processes are made.
See release notes for more …
Add prop_ReleaseDate to add and edit module item HTML forms, retrieved via toolbox.
Add ability to use prop_Enable in add and edit module item HTML forms.
- On ADD form - if prop_Enable specified in form submission - apply it's value only if there is no admin verification required for the …
Ability to use limit and offset param value via variables.
Not only via pure numbers.
Example:
//6
//5
//4
Ability to use from and to param value via variables.
Not only via pure numbers.
Example:
Liquid
v 5.9.2 Release date: 28 Jan. 2021
Full Release Notes
v5.9.1
BACKLOG
Favorites
1) Add/remove from favorites actions
Add two GET URLS (public api), one for “add” and one for “remove”, for logged in users with `itemId` as parameter (id of module item that should be added to favorites)
2) Add component type:"favorites":
`moduleIdentifier` (required) - moduleName or moduleId.
`itemId` (not required) - id of the module item
`limit` (not required) Default=ALL - number of items to be rendered
`collectionVariable` (not required) - works the same way as other modules.
`layout` (not required) - path to FTP file that will contain layout content to be parsed. - If specified empty string - do not render anything. - If not specified at all - render default virtual layout (see design link below).
Excel export table column (on import - react on both new and old name) - “Subscribed Date” to ”Booking Date” - “Allow Multiple Subscription Per Email” to ”Allow Multiple Bookings Per Email”
Toolbox -> Events
Toolbox item name ”Event Subscription Form” to ”Event Booking Form”
When a visitor makes an order for several different items on one and the same order the system will create one purchase-order for each item even if they all are supplied by one and the same supplier. This obviously causes a lot of extra work for the suppliers. BC consolidated several items to one and the same purchase-order and only split the order if there were multiple suppliers to supply the items on the order.
Solution:
Consolidate several items to one supplier email for the same order instead of sending supplier email for each product.
Ability to edit admin's "Analytics" page:.
- Rename page and blocks
- Rearrange and resize blocks
- Change or hide data inside blocks
- Set data range
- Add extra analytics
Available starting "Pro" …
Problem: It’s hard for users to get file URLs from the file manager. Proposed solution:
Add a new menu item, “Copy URL”, under file actions dropdown that allows a user to copy the file’s url.
Here:
It would also be nice if the file name was linked to the file location in list (non-tree) view, or if there was a …
When the payment has gone through you end up on a "success" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the "immediateredirecttoaccept" parameter.
Add billing address and personal details fields to the CMS billing page in order to add them to the invoice.
Make them required.
Send Invoice to the payer instead of the Agency user.
Feedback Task
Set 404, 403 and 401 status codes when showing appropriate system pages
Implement server responses for 404, 403 and 401 statuses to set appropriate status codes and at the same time still display appropriate System Pages content.
12. [ ✔] In the “Form Builder” options, perhaps adjust the form ‘Type’ display names an provide a short explainer, eg 14. [✔ ] In Secure Zones, when setting “Membership Renewal Rate”, perhaps change the values from “Day, Week, Month, Year” to “Daily, Weekly, Monthly, Yearly” 23. [ ✔] On the Product settings tab, suggest changing “Max Downloads Allowed” to “Maximum Downloads Allowed” (for consistency) 30. [ ✔] For ALL module ‘Layouts’ tab, perhaps remove the redundant “Create New...” from the “CREATE NEW” dropdown option. Two example 31. [ ✔] For the Products/Catalogs “Layouts” tab, consider removing the ‘s’ from headings “Catalogs Layouts” and “Products Layouts” to just “Catalog Layouts” and “Product Layouts” 33. [ ✔] Consider adjusting “Discount Codes” menu item and headers to title-case 34. [ ✔] Consider adjusting “Gift vouchers” and “Shipping options” to title-case in the main admin menu 36. [ ✔] Under “eCommerce” > “Settings”, consider adjusting headings and labels to title-case. Also, ‘lifetime’ is one word so change “Shopping cart life time in hours” to “Shopping Cart Lifetime in Hours” 38. [✔ ] Under “Reports” > “Custom Reports”, could the list display more human readable ‘Type’ values? Ie: “Contacts and Event Bookings” instead of “ContactAndEventBookings” 40. [✔ ] Under “Reports” > “Custom Reports”, when editing a Report, under the ‘Fields’ tab consider adjusting some letter cases (“Id” should be “ID” if possible) and perhaps change “E-mail” to “Email” for consistency. Assuming these changes will then flow through to the report column headers.
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.
For example: with an image field, the note might read "This image is displayed as the thumbnail on your Team Members page and ideally should be portrait orientation and at least 500px wide".
The note could perhaps be hidden under a help/info icon to keep the layout clean.
Add icon field to the `module` > `settings` page http://prntscr.com/vuhivv. Provide ability to choose icon from the system or custom library.
Store icons in /admin-assets system folder. Store folder outside FTP folders.
Provide ability to add icon to the icons custom library (on Admin menu configurator page). Design: https://invis.io/S6ZFRJWRNJG Suggested icon dimensions and extension: 24x24px, SVG
Change icons display logic on module items tree view
if module has custom icon - show it instead of "File" or "Folder" icon
else - show icon as previously: - if module is Parent module - "Folder" icon - if module is Child module - "File" icon
Feedback Task
Improve GDPR control, Contacts and advanced CRM groups
If ”Allow listing crm contacts data” == true - discard "Allow listing my contact data in the CMS" checkbox behavior and always allow use all contact data:
via components
Liquid Error: Object reference not set to an instance of an object.
Liquid Error: Object reference not set to an instance of an object.
in the admin CRM data pickers
3) Components logic extending
Add includeSecureZonesInfo: "true" param to
If not set - default value is false
Also add it to the toolbox.
If true - add following object to item context (similar to what we have in ):
Add button that will trigger sort all module tags alphabetically (https://prnt.sc/vv8q36) Add confirmation popup in order to prevent accidentally sorting.
- https://prnt.sc/vv907c - blinking circle and message that shows what process is currently working
- https://prnt.sc/vv910x - message that shows when you try to close the tab where background process is working
Add to `Settings` -> `Misc` ability to switch off warning message (https://prnt.sc/vv92oq) when you switch between wysiwyg and ACE editors (https://prnt.sc/vv934e) Default value is false
Improve tree view of Gallery/Slider modules on all sites: - remove `url` and `template` columns - add `image` column
Validation warning for general URL conflicts before saving item. ie: for Pages and other items not influenced by the Advanced URL Manager.
1) Update `Settings` -> `Misc` in group “Admin Panel Settings” with new setting “Disable autocomplete for already taken URL slugs” (default is ‘false’)
Apply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.
If we really want to get fancy we could make the default styling along these lines. https://prnt.sc/vv8ivx
1) Component param
Add param to component type `module` and `module_of_member`
styledPagination : "true"
default value is false
if true - show new pagination structure instead of old one
2) Toolbox
Show under ”Display Pagination”
if checked - show new pagination structure instead of old one
Hide if ”Display pagination” is false
Set default value to true. But reflect in component string only if display pagination is true
Applies to the following modules:
Custom module (Groups and Item lists)
Blogs (Groups and Item lists)
Gallery/Slider (Groups and Item lists)
FAQ's (Groups and Item lists)
Banners (Groups and Item lists)
Authors
Events (Groups and Item lists)
eCommerce (Catalogs and Product lists)
Public Request
Small UI tweak: Add Icons To Items Under "Content" Section
A ‘Recent Items’ section to quickly go back into last page/module you were in, without having to navigate back to that page.
Functionality
Store history in session storage.
Add to visited pages recent item history. If the page is already in the history - move it up in the history list (instead of adding duplicate history item).
New 'Notes' field against any custom field created in the admin. It would display next to the field when clients are creating Custom Module items and could provide additional info to help them when entering content.
For example: with a image field, the note might read "This image is displayed as the thumbnail on your Team Members page and idealy should …
Apply some default formatting to remove the bullets from the list and make it horizontal. Also by default it would be nice to truncate the pagination with “…” and show the last page if there are over 5 pages.
If we really want to get fancy we could make the default styling along these lines.
- Set 404, 403 and 401 status codes when showing appropriate system pages
- Improve GDPR control, Contacts and advanced CRM groups
- Ability to "Favorite" a module item
- CRM -> Bookings: Export to Excel to be filtered by form …
- Admin Proof Read/Suggestions: Admin Proof Read.docx
- Add info with site name and username to the header: See design
- Fix search in the data source. Currently, the search is working just from the start of the line.
- Alphabetic sorting of data sources.
- Alphabetic sorting of tags + button to sort from A to Z.
- Notification on when import, …
UI/UX
Admin Panel
v 5.8 Release date: 18 Nov. 2020
Full Release Notes
BACKLOG
PORTAL:
Portal restructure
1) Rename Menu items
Change following:
‘My Details’ to ’My Settings’
‘Backlog’ to ’Public Backlog’
Split Menu in two parts. Set to bottom menu following items:
Public Backlog
Documentation
Pricing For Resellers
Change Icons for
My Settings
Pricing For Resellers
Projects / Services
Support
2) Restrictions
Restrict commissions for Agency role only
Show prices that include commissions on the Treepl CMS sites in direct billing page
DO NOT include commissions if clicking pay from the portal.
3) FTP credentials tab
Create FTP under trialsite.co subdomain
Show host and username under ’FTP credentials’ tab
Default Commission Value (validate numbers only, range: 0 - 900)
My PayPal Email
Resend Verification button
show only if current paypal email is not verified.
clicking on the button should resend ’paypal email verification’ email
Once form is saved - send ’paypal email verification’ email with the confirm button.
Once confirm button is clicked - mark paypal email as verified.
If error occured while confirmation - show system page with error text
else if OK - show success page and link to trial sites list page.
DO NOT SEND commissions to paypal emails until they are verified (trigger Payment error)
2) Add commission tab to site edit page
Add tab that will allow to setup commission for the site for monthly and annually subscriptions.
Settings:
Commission Type (dropdown)
Percentage (default)
Value
Commission Value (validate numbers only)
ranges for ‘Value’ type: 0 - [value that gives 5000 in Your client Pays]
ranges for ‘Percent’ type: 0 - [percent value that gives 5000 in Your client Pays]
default value from the ’MySettings’ -> ‘Commissions’ -> ’Default Commission Value’
Calculated summary should follow logic as described in this spreadsheet (for display purposes use 4.4% fee per transaction since it is the biggest one that may be charged):
When receiving payment - determine the [transaction fee percent].
Calculate [treepl part] as: [Original treepl price] * (1-[transaction fee percent]) - 0.30 (per transaction value part of the fee)
Calculate [reseller's part] as: [received amount] - [treepl part] - 0.25 (standard fee for sending money from one paypal account to another)
Send [reseller's part] to the PayPal Email:
if ’Payment Error’ occurs: send system email to support@treepl.co: Subject: “Commission sending error” Content: Should contain [reseller's part] price, PayPal email, error info, date, site id and url
When the payment has gone through you end up on a "success" page on the bambora site and you can then click to go back to the Treepl site with the receipt. This can be passed so you don't see that page but go directly to the Treepl receipt page via the "immediateredirecttoaccept" parameter.
Provide ability to choose this flow in bambora payment gateway settings and implement the appropriate logic.
) that by mistake may miss the layout:"" param that stops component from rendering the default layout but still show no default layout (because of the current bug) . You need to add missed layout:"" param to such components in order to fix incorrect implementation of the component.
Invited user should be able to perform any action that the agency user can except for:
Delete sites
See ’Portal Users’ tab and invite other Portal users
Invite process should be similar to admin users invite in the CMS (create user if not exist or just invite already existed)
if user is already invited to any agency user portal then show error message: “This user is already invited as Portal users to another Agency.”
if user is already exist in the identity server and has role:
Admin user
force rewrite there role to Portal user
once they will try to login to any site where they are already marked as admin - remove that mark and release admin slot for that site
Any other role show error message: “This user couldn't be invited as Portal user.”
send Invite email
Text for ? icon near INVITE NEW USER button: “Portal users would have same privileges that your account has except of ability to delete sites and invite new Portal users”
2) Add lazy create process on CMS sites
When Portal user passes login/verification process (via SSO) to the site that belongs to the Agency of the Portal user - add this Portal user to the DB if it's not exited there yet.
3) Portal user influence to admin users UI and restrictions
Portal user should:
not be visible in admin users
not take slot of admin users
have same permissions as their Agency
BACKLOG
Agency Plan: Functionality to store and share Modules (for Agency)
Show ‘Export’ button on edit module -> Settings page (see design).
Show ‘Import’ button on create new module page (in the same place as ‘Export’ button on design).
When clicking ’Export’:
Download json file with module settings (described in Import/Export logic part of the task)
When clicking ’Import’:
Upload file and verify that module (or each module of parent-child module linkage) doesn't have conflicts between already existed module aliases
If conflicts found show popup:
When only one conflict found: “Module with name "[ModuleName]" is already exists on the site. Paste new name for module or click cancel. "[ModuleName]": [input for name] OK | Cancel
When conflicts found in both parent and child module names: “Modules with names "[ParentModuleName]" and "[ChildModuleName]" are already exist on the site. Paste new names for modules or click cancel. "[ParentModuleName]": [input for name] "[ChildModuleName]": [input for name] OK | Cancel
Validate that new names do not conflict with any already existed modules in the CMS via JS (OK button is disabled until there will be no conflicts) as well as via backend (show same popup once again if JS passed the validation but module was created between the time popup displaying and new names confirmation submit).
If no conflicts found - perform Import logic
Show loader while module is creating
2) Implement Import/Export logic
Export:
Extract all module settings
Settings tab (with assigned workflow Names)
Properties tab
Layouts tab
Table tab
If module has parent-child linkage
extract both module settings (extract child module first)
If module has Datasource fields
save datasource module alias as reference in the property settings
Extract datasource module settings as well
if any property module also has datasource:
if datasource module is not added to the export repeat current step for it as well
else - skip datasource
if datasource module also has parent-child linkage
extract that linkage also
Import:
If file could not be parsed show error: “File is not valid for import process”.
Else:
Go for each module that is stored in the file
Try create module (by ’Settings’ tab data)
if site already have module with the same alias as module from export skip module creation
mark module as ’skipped’ in import settings
if module has parent-child linkage in the import settings - mark both (parent and child) as ’linkageRejected’
DO NOT try to set parent-child linkage on this step (even if they should be added based on module settings)
Try find workflows by names:
if found apply workflow
else - skip workflow setting
Go for each module marked as parent and has ’linkageRejected == false’
link child module by alias based on settings from the import file
Go for each module that is stored in the file AND is not marked as ’skipped’:
update module (by Properties tab data)
update module (by Layouts tab data)
update module (by Table tab data)
BACKLOG
Default setting for availability for search engines
1) Add default configuration setting
Add setting to ’Module’ -> ‘Properties’ -> ‘Default Properties’ -> “Show new items for search engines”:
Defines if module items should be automatically visible for search engines after create item action (default value for ”Show this page for search engines” checkbox in ’item’ -> ‘SEO’ tab).
Add to ’eCommerce’ -> ‘Settings’ -> ‘tax and shipping’ new setting called “Shipping option order price limitations applied to” Location: http://prntscr.com/v0oq2r
Options (dropdown):
subtotal with tax (default)
subtotal without tax
Logic:
Based on the selected value - apply ”Shipping option order price limitations” accordingly:
in JS logic in order to display shipping option or not
in backend if shipping option set request was pushed to the server but shipping option doesn't allowed by price limitation
BACKLOG
Setup primary domain to be first in SEO canonical link helper
Improve canonical link helper:
Domain selector should show Primary domain by default (first option in dropdown)
When Email Domain verification process fails - show ’Retry’ button when statuses set to failed http://prntscr.com/udjtv0.
Clicking on the button should retry the verification process on the Amazon side. States should be reset to pending.
BACKLOG
Add reply-to sender for workflows
Modify workflow emails by adding reply-to header and copy email of the CMR user that originally triggered this workflow.
BACKLOG
Secure/Unsecure form submission folder
1) Add new settings to the ‘Form’ -> ‘Settings’ page:
Secure Uploads (default: False)
Uploads Folder (default: /_form_submissions/)
Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
Do not allow ftp root (/).
2) When form is submitted, store uploaded files (from custom fields and advanced CRM group fields) in the folder selected in the ’Uploads Folder’ setting.
Create folder if it does not exist when submitting the form.
When accessing any file - check if it's folder contains any folders set in any form’s secured folder setting:
requested file path contains (starts with) any form's ’Uploads Folder’ setting and the form has ’Secure Uploads’ set to “true”
if folder is secured - verify that current site visitor is a logged in admin user
On submission of the ‘Update Account’ form - update CRM group fields that are already attached to the current contact CRM (either globally attached to contacts or custom attached to individual contact).
Form field names would be the same as they are on web forms (‘groupAlias_fieldAlias’ pattern)
2) ’Update Account’ Form in toolbox update:
In the component toolbox, under ‘Secure Zones’ > ‘Update Account Form’, in addition to the current fields, generate all advanced CRM group fields that are assigned to Contacts globally.
NOTE: All custom attached CRM groups can still be updated via the ‘Update Account’ form but all fields for that custom group should be manually added to the update account form's HTML code by the developer based on ’groupAlias_fieldAlias’ pattern for form fields names.
3) Provide ability to store files submitted via edit account form in certain folder
Add section to ’Settings’ -> ‘Misc’ -> “CRM settings”:
Uploads Folder (default: ‘/_customer_data/’)
Folder picker to select path to ftp folder (do not allow a paste of folder path manually)
Do not allow ftp root (/)
Secure Uploads (default ‘false’)
When user uploads file on edit account form submission:
add folder with member id (if not existed yet)
place uploaded file in that folder
If ’Secure Uploads’ == true then allow download files from ’/_customer_data/’ folder for the logged in admin user only.
BACKLOG
Advanced CRM groups on custom reports (+export)
1) Integrate 'Advanced CRM Groups' to the custom reports:
Add ability to choose fields from Advanced CRM Groups attached to selected primary CRM type (entity that is chosen in 'Type' in settings tab http://prntscr.com/ugy9qk). Selected fields will then be shown on the ‘Fields’ tab.
Provide ability to apply filter to any Advanced CRM Group's field that was shown on the ’Fields’ tab (regardless if it was chosen or not)
Show Advanced CRM Group fields selected in the ‘Fields’ tab on the Results table. Add those fields to the export file as well.
1) Include Advanced CRM Groups into the Import/Export functionality
Export:
When Exporting any CRM entity (Contact, Form Submission, Order or Booking subscription) - collect all advanced CRM groups that are attached to the selected set of items (for example if you choose form for case export - grab only advanced CRM groups attached to items that were retrieved by the query) and extend Excel table by them
use groupAlias_fieldAlias format for column titles
Import:
provide the ability to import Form Submission and Booking subscription.
use groupAlias_fieldAlias format for column titles as markers for fields that need to be updated
when importing data:
if there will be no field with some fieldAlias in group with groupAlias - skip content of this column
if create or update operation is impossible for any entity (due to lack of required columns or empty/incorrect cell value) - skip processing this particular item and continue to the next item.
2) Implement "Get Import Template" button
Add "Get Import Template" button. When clicked show popup with advanced CRM groups represented as checkbox list.
Allow user to choose what groups should be included in the template besides native entity data.
Add this button to Contact, Form Submission and Booking subscription
use groupAlias_fieldAlias format for column titles
module_tag_list and module_category_list improvement
1) Improve performance of 'module_tag_list' and 'module_category_list' components
Use search by a separate table in order to retrieve data faster.
Add additional table that will hold the following data:
release date
expiry date
active (boolean - ‘true’ if ’enabled’ AND product inventory visible etc)
moduleId
itemId
tagname or categoryId
Update this table on:
module item add
module item edit
module item delete
reindex module
reindex site
Redo 'module_tag_list' and 'module_category_list' logic so it should search its data based on the table above instead of searching by regular site search.
Sorting and indexing should be performed via SQL instead of via the C#
BACKLOG
Export of orders
Add ability to call export for Orders
- Green for order data. Data goes on the 1st row.
- Red for order lines data. Product data goes starting on the 2nd row (1st row is empty for them) and goes down until all order lines will be output
“Country/Currency select” (Choosing value from this select to load settings specific for that particular country/currency pair)
Tax applies to (multiselect dropdown list) Determines if taxes should be applied to selected entities or not - shipping options (selected by default) - gift vouchers (selected by default)
Auto-select tax if only one option available (boolean - default value ’true’) Determines if the single tax in the tax dropdown be automatically selected when a user comes to the shopping cart and/or changing country.
Hide tax selector if only one option available (boolean - default value ’false’) Determines if the tax dropdown be hidden by JS if there is only one tax option available.
Enable tax dropdown (boolean - default value ’true’) Determines if
component renders the tax dropdown or not. Also determines if server-side validation should require it or not.
Shipping Countries (multiselect dropdown list - default empty list)
-- list of all countries -- Also provides the ability to select all options. So the user can easily select all and then deselect the few not needed.
Logic: determines what country list will be shown when rendering the component
- if value is empty - show all countries. Otherwise show only selected countries - if
has ’allowedCountries’ param - use its list of countries instead of shop setting (component param overrides shop settings).
Choose Default Country (dropdown - default = null)
-- list of all countries selected in Shipping Countries dropdown --
Logic: Determines what country should be automatically selected when a user comes to the shopping cart.
Make shipping country required (boolean - default ’false’) Determines if country dropdown can be deselected or not
BACKLOG
Do not skip selected shipping options
When shopping cart updated after changing quantity - if shipping options that was selected previously are still available - leave it selected.
When any of the following processes occured:
add product to cart
change product quantity
remove product from cart
add/remove discount code
add/remove gift voucher
DO NOT reset selected shipping option if after shopping cart update that shipping option is still available.
BACKLOG
When Sorting items via ‘sortBy’/‘sortOrder’ - skip weighting
Improve sorting of module items functionality on and via a new parameter for the component:
ignoreWeighting: "true" (default value ‘false’)
if value true: skip sorting by weight before sorting by 'sortBy' (if 'sortBy' is empty then alphabetical sort should be applied - remove "sorting by weight first" logic also)
if false: apply current sorting algorithm (first by weight then by name ASC).
Add this new parameter to the toolbox for:
Custom modules
List of items
List of member's items
Gallery/Slider
FAQ`s
Banners
Authors
Events
eCommerce
Catalogs list
Products list
BACKLOG
‘CRMCustomGroup’ component type alias to ‘CRMContactCustomGroup’
Create an alias of 'CRMCustomGroup' that will trigger the same functionality that 'CRMContactCustomGroup' (including all component properties).
So Liquid Error: Object reference not set to an instance of an object.
will do the same as Liquid Error: Object reference not set to an instance of an object.
BACKLOG
Group products JS and liquid logic
Product Grouping on Detail Layout improvements:
1) Add to all product detail layout custom forced wrapper (only if product has any grouped products):
2) Add JS that will request, via AJAX, the selected sub-product or main product once the appropriate option has been selected in the dropdown rendered via the component.
Render layout based on the 'layoutName' and 'productID' sent in the request and with the following liquid variables:
this
si
siteinformation
request
3) Add ‘this.URL’ to the liquid context of each item in Liquid Error: Object reference not set to an instance of an object.
.
Add ‘this.URL’ to the <option> element as 'data-product_url' attribute.
4) Provide custom event ’onProductLayoutChanged’ that could be used by any site owner's JS once layout will be changed via AJAX.
Product Grouping on List Layout improvements:
1) Fix component type module so it returns only main Product (if it is part of the Grouped products list) and don't return Grouped sub-products.
Only MAIN product should be listed via {% component type=module %} (and type=module_of_member). Sub-products should not impact the pagination and should not be listed except if those components have ‘isSearchResult: "true"’ or ’searchScope’ param in which case include subproducts in the search results.
2) Add custom wrapper to list layout if it contains any grouped products (if layout contains Liquid Error: Object reference not set to an instance of an object.
) and if the 'object' param is set to 'item' http://prntscr.com/tzf1n2 (wrap same as in detail layout above)
NOTE:
If you are using component type module with 'object: "collection"' then you should add wrapper from point 1 inside your for loop manually in order to allow product grouping logic to work.
3) Provide custom JS event 'onProductLayoutChanged' and JS for layout reload (similar as described for the detail layout above).
4) Fix group order
Order of items that are listed via component should be the same as sorted in the admin.
1. [ ✔] When editing a Menu item, the ‘ID Name’ field should perhaps be just ‘ID’
2. [ ✔] In the Component toolbox, perhaps remove the words ‘Get’ from the beginning of the Item Form options
3. [ ✔] In the Component toolbox, when getting a search form, there is the FORM CODE and the COMPONENT CODE, but it’s not particularly clear these are two links, or the Form code link might be missed. Suggest separating these 2 links a bit more or perhaps even having 2 headings, eg
4. [ ✔] In the Component toolbox, perhaps use correct apostrophes in the FAQ section
5. [ ✔] In the Component toolbox, use lowercase ‘o’ in ‘of’ under the “Banners” and “Authors” sections for consistency with all other options
6. [ ✔] In the Component toolbox, under “Events”, use capital letter for ‘Event Groups’, ‘Event’ and ‘Form’.
Perhaps rename “List of event’s groups” to “List of Event Groups”
7. [✔ ] In the Component toolbox, under “eCommerce”, suggest using title-case throughout for consistency
8. [✔ ] In the Component toolbox, under “CRM”, suggest rewording options for consistency
9. [✔ ] In the File Manager, when clicking the “Add New” button, it could probably just say “Folder” and “File” instead of repeating “Add new folder/file”
10. [✔ ] In the File Manager, the upload file drop zone could be made a little clearer by adding “to upload” after “click here” link
11. [✔ ] In the File Manager, in the context menu of a folder/file, perhaps the “Secure Zone” option should just read “Secure”
13. [✔ ] In the Form “Settings”, perhaps add an ‘s’ to “Workflow” and “Secure Zone” labels (since multiple items can be selected).
And, below this, the term “Autoresponder” is probably more widely used instead of “Auto-response” (not a big deal though)
15. [✔ ] In Secure Zone “Members” tab, the “Emails” column header should probably just be “Email” (without the ‘s’)
16. [✔ ] As above, the same change for “CRM” > “Contacts” list
17. [✔ ] In “CRM” > “Contacts”, when adding a new contact, perhaps change “E-mail” field label to “Email” for consistency
18. [✔ ] In “Form Submissions”, perhaps change the column heading of “Date Submission” to “Submission Date” or “Date Submitted”
19. [ ✔] In “CRM” > “Orders”, when viewing the “Payments” tab, perhaps use a capital ‘C’ in “Amount Captured” column heading (for consistent title-case use)
20. [✔ ] In “Email Marketing” > “Email Campaigns” in the ‘Settings’ tab, for the “Schedule Delivery” option, perhaps change to just “Delivery”.
21. [✔ ] In “Email Marketing” > “Mailing Lists”, under ‘Subscribers’ tab, perhaps adjust “Emails” column heading to just “Email”
22. [ ✔] In “Email Marketing” > “API Provider”, adjust page heading to use a capital ‘P’ for “provider”
24. [✔] On the ‘Catalogs’ tab when editing a Product, perhaps add heading above the selection boxes to make it a little clearer what’s what
25. [ ✔] On the ‘Inventory’ tab when editing a Product, perhaps use title-case for the ‘Added to shopping cart’ label making it ‘Added to Shopping Cart’ (for consistency)
26. [ ✔] Similar to point 24) above, perhaps add headings to the selection boxes
27. [ ✔] Under ‘Grouped Items’ tab when editing a Product, perhaps use title-case for the “Main product” checkbox label (for consistency)
28. [ ✔] Under the ‘SEO’ tab for ALL module types, perhaps reword and title-case the “<head> section extra” label, possibly: “<head> Section Additions” or “Additional <head> Code”
29. [ ✔] In ALL module ‘Settings’ page, use title-case for the ‘Site User Permissions’ checkbox labels. And perhaps change “Auto-response” heading to the more widely used “Autoresponder”
32. [ ✔] For ALL module “Table” tab, consider using title-case for the ‘Add new column’ heading so it reads “Add New Column” (in the side panel when adding a column)
35. [✔ ] Under a Shipping Options “Settings” tab, consider adjusting the “Show Shipping option to” label to title-case so it reads: “Show Shipping Option to”
37. [ ✔] Under “eCommerce” > “Settings” → ‘Manage Status’ tab, consider adjusting for title-case
39. [ ✔] Under “Reports” > “Custom Reports”, when editing a Report, the help bubble for “Settings” and “Form Filter” need adjusting.
For “Settings”, it still refers to the previous naming of “Make Public” but should now be “Make Sharable”
41. [ ✔] Under “Settings” > “Domains” and ‘Site Domains’ tab, consider adjusting for title-case in the sidebar for editing ‘Currency and Format’ and ‘Country’
42. [ ✔] ...as above, also in the ‘Email Domains’ tab when adding a new domain, adjust for title-case
44. [ ✔] Under “Settings” > “Admin Users”, column header and edit field label say “E-mail” consider changing to “Email”.
Also note edit panel heading to title-case
45. [✔ ] Under “Settings” > “Admin Menu Configurator”, consider adjusting headings and buttons for title-case
46. [ ✔] Under “Settings” > “Setup Analytics”, consider correcting “Id” to “ID”
48. [ ✔] Under “SEO” rename the “Pages search engine settings:” label to be more clear (since this option enables/disables ALL module item content, not just Pages).
Something like “Global ‘Show for Search Engines’” with maybe even a paragraph under this heading, or a help bubble, describing what it does exactly,
BACKLOG
Fix truncate liquid string filter
Fix liquid ‘truncate’ filter so if second param is NULL (http://prntscr.com/ui7qip) then apply "..." string as suffix.
And if second param is an empty string "" (http://prntscr.com/ui7r3k) then apply an empty string "" as suffix.
![\"URL-file-manager1.png\"](\"https://treepl.co/images/public-roadmap/URL-file-manager1.png\")
\n![\"cm-custom-name.png\"](\"/images/cm-custom-name.png\")
![\"module-panels-mockup.jpg\"](\"/images/module-panels-mockup.jpg\")
\nSplit up elements of the system and Custom Module items into …![\"Screenshot](\"/images/Screenshot)
\nAllow navigation (\"Edit\" link) from the page to the template page …![\"On.Works](\"/onhdrlogo.svg\")
\r\n\r\n![\"Multipurpose\"](\"/img/logo/onworks-ondark.png\"){kind=logo}
\r\n\r\n![\"menu-layout1.png\"](\"/images/public-roadmap/menu-layout1.png\")
\n![\"menu-layout2.png\"](\"/images/public-roadmap/menu-layout2.png\")
\n![\"version-number.png\"](\"/images/public-roadmap/version-number.png\")
