RIO Education 3.18.1 Release Notes
Enhancements, new features, and bug fixes
Table of Contents
Info
If a specific enhancement or new feature requires configuration, the notes will mention:
- the upgrade notes (steps),
- the components ("RIO Ed - Aura"),
- the attributes (configurable settings), and/or,
- the custom metadata type.
Otherwise, if there is no mention on configuration, attributes, RIO Ed - Aura components, or upgrade notes for a specific enhancement, this means that specific enhancement is automatically available upon installing this new version.
No configuration is needed for a new feature unless stated otherwise.
For more information on installing or upgrading your RIO Education version, head here.
3.18.1
Release date: 1st October 2024
3.18.1 New Install
https://rioed-installer.herokuapp.com/products/RIO_Education/3.18.1
3.18.1 Upgrade
https://rioed-installer.herokuapp.com/products/RIO_Education_Upgrades/latest/v3_18_1
Before you upgrade
-
If you have not already enabled LWS in your instance, make sure to enable it. See here for more details.
- We recommend you to test new versions in a sandbox first (according to your own test cases), before rolling it into production.
- It is important to review the upgrade plans and the metadata to be applied before performing any action, as we do not support rollback.
< Please expand to read this, if you are directly upgrading from pre-3.11/3.12 >
If you are directly upgrading from pre-3.11, make sure to carry out the upgrade task for the following items below:
ISS-001194 Funding Disbursement
A new object called Disbursement is introduced as an alternate object to track the disbursement for student funding. In order to retain the existing behavior of funding disbursement which is tracked as negative fee line, you need to update the “Funding Type Disbursement and Order” custom metadata for “Scholarship” from “Disbursement" to “Fee Line” by following the steps below:
- Go to Setup > Custom Code > Custom Metadata Types
- Click on the “Manage Records” button next to the “Funding Type Disbursement and Order”
- Edit the “Scholarship” record
- Update the “Funding Disbursement Method” to “Fee Line”
If you are directly upgrading from pre-3.12, make sure to carry out upgrade tasks for the following items below:
ISS-001139 Lightning Web Security readiness for LWC and Aura
Due to the enforcement of Lightning Web Security (LWS), all following Javascripts library used in RIO Education have been upgraded to the version that compatible with LWS:
- FullCalendar
- Jquery
- moment.js
- chartJs
Hence, the LWS needs to be enabled in your Salesforce instance in order for the Appointment Scheduler, Session Scheduler, and Calendar to work properly.
If you still have customized Aura components that utilize third party Javascript library that are not compliant with LWS, it is recommend not to upgrade to this version until the Salesforce Summer'23 release which would have LWS for Aura supported as general release. Please refer to Salesforce release schedule for more info.
Please note that it is important to test the upgrade in sandbox first before rolling out to production to avoid any unforeseen issues.
As part of the change, the following settings have been replaced with the new settings from FullCalendar v5:
Setting | Legacy Value | New Value |
Calendar Weekly view | agendaWeek | timeGridWeek |
Resource Timeline Weekly view | timelineWeek | resourceTimelineWeek |
Resource Timeline Daily view | timelineDay | resourceTimelineDay |
Resource Timeline Monthly view | timelineMonth | resourceTimelineMonth |
Today button | cToday | today |
Resource Timeline Daily view | cTimelineDay | resourceTimelineDay |
Resource Timeline Weekly view | cTimelineWeek | resourceTimelineWeek |
Resource Timeline Monthly view | cTimelineMonth | resourceTimelineMonth |
If you have customized the Appointment Scheduler or Session Scheduler app page, please follow the steps to update the settings manually:
-
Appointment Scheduler:
- Default Calendar View: agendaWeek > timeGridWeek
- Default Calendar View: agendaWeek > timeGridWeek
-
Session Scheduler:
- Calendar Header Button (Left):
- timelineWeek > resourceTimelineWeek
- timelineDay > resourceTimelineDay
- timelineMonth > resourceTimelineMonth
- Calendar Header Button (Center):
- timelineWeek > resourceTimelineWeek
- timelineDay > resourceTimelineDay
- timelineMonth > resourceTimelineMonth
- Calendar Header Button (Right):
- timelineWeek > resourceTimelineWeek
- timelineDay > resourceTimelineDay
- timelineMonth > resourceTimelineMonth
- These custom buttons are obsolete:
- cToday
- cTimelineDay
- cTimelineWeek
- cTimelineMonth
- Please replace them with today, resourceTimelineDay, resourceTimlineWeek, and resourceTimelineMonth respectively.
- The "prev" and "next" button cannot be placed next to "title" anymore due to the change of CSS on FullCalendar v5.
- For example, you will need to remove “prev” and “next” from the Calendar Header Button (Center) and leave it with just “title”.
- Then, in the Calendar Header Button (Left), key in “today prev,next”. This will display the button for you to click and view future and previous days/weeks.
-
If you have a customized Session Scheduler page, make sure to check that all attributes (e.g. field sets, info popups) are present after upgrading.
- It is best to keep track of your attributes on the RIO Ed - Session Scheduler component before upgrading, so that you can update them if any are missing after upgrading.
- Calendar Header Button (Left):
ISS-001528 Simplify Grade Management
This is ONLY APPLICABLE if you are using grade settings at the university department and academic program level before v3.12.
Since grade settings are now only at the educational institution from v3.12 onwards, existing grade settings at university department and academic program levels need to be modified.
If you are upgrading from before version 3.12, you will need to do some manual upgrade steps. Please take note that it is recommended to perform this upgrade task before or after the grading and grade release period to avoid any data integrity issues.
The upgrade task involves updating the following fields:
- Grade Setting - Grade Setting Type field (formerly called Grade Setting Scope).
- Course - Grade Setting Type.
Please follow the following upgrade steps:
1. Navigate to the Grade Settings tab.
2. Create a new list view and include the following fields:
- Name
- Grade Setting Type
- Educational Institution
3. Review the Grade Setting records:
- If the “Grade Setting Type” field for all records is “Educational Institution”, complete only step #4a. Please ignore the rest of these steps.
- If some “Grade Setting Type” have “University Department” or “Academic Program”, please complete all steps.
4. Go to Setup > Picklist Value Sets, and find the Grade Setting Scope picklist values.
- Deactivate the University Department and Academic Program options.
- For each unique University Department and Academic Program Grade Setting Type found on step #3b, create a new picklist value.
For example, if you have Grade Setting created under 'Department of Business' and 'Department of IT' university department, create two new picklist options: 'Business' and 'IT'.
- The new picklist options need to be added to the Course Connection Student record type.
There should be a checkbox while adding picklist options that says "Add the new picklist values to all Record Types that use this Global Value Set".
If you are not given the option to add them automatically, you will need to add that manually.
Go to Object Manager > Course Connection > Record Types, select the Student record type, select Grade Setting Type, then add the new picklist options.
5. Go back to the grade setting list view created on step #2
- Replace the “Grade Setting Type” for both “University Department” and “Academic Program” with the appropriate new values from step #4 using the list view inline editor.
- Replace the “Educational Institution” for both “University Department” and “Academic Program” with the Educational Institution record.
This can be found by the account hierarchy, or looking through the records (they should be set up in the order Academic Program > University Department > Educational Institution).
6. Navigate to Course tab.
7. Create a new list view with filter “Grade Setting Type” not equal to “Educational Institution” and include the following fields.
- Name.
- Grade Setting Type.
- Department.
- (Obsolete) Grading Academic Program.
Review the course records, replace the “Grade Setting Type” with the appropriate values from step #4 using the list view inline editor.
Bug Fixes
ISS-001783 Inconsistent Student Scheduler result for Course/Session
The Course filter is no longer required for the Course tab.
ISS-001790 Session Calendar Component Error - View Booking Details
Updated the Session Calendar (aura) component to work with empty field sets.
Also updated the help text in the component to explain the default field set that it uses
ISS-001800 PE Pathway Generation
Creating PE Pathways now relies solely on the Number of Terms, instead of looking for related Pathway Units.
Updating the Program Pathway lookup will now also double check which PE Pathways exist properly before created new ones.
ISS-001861 RIO Ed - My Results (Aura) Displays random results if same Course is taken multiple times
Passed courses now have priority over failed courses in the My Results page.
ISS-001865 Student Fee Missing Study Fee Label & Incorrect Fee Due Date
Updated trigger to take the updated Term information.
ISS-001879 Enrollment Wizard hang
Fixed ‘removeChild’ error when re-rendering the enrollment wizard table with View Discipline Courses enabled.
ISS-001947 Ignore for GPA Calculation is not working for fail course
Program Enrollment GPA will now be updated if a failed course has Ignore for GPA Calculation updated.
ISS-001960 Session Scheduler - Create/Update after/from today will not create/update if the day of the week has already passed
We will now allow the Booking update to trigger for applicable bookings even if the new date would end up before the booking change date.
ISS-001998 When updating the FA status to approved, the system assigns remaining amount form other FA to the student fee, even if the student fee is locked
Now skips assigning negative funding fee lines to locked student fees.
ISS-002031 Enrollment Wizard table sometimes doesn't load all columns
Fixed table row render issue in the enrollment wizard.
ISS-002037 Program Enrollment Date when empty and updated from different status
Enrollment Date will now be set even if the other Date fields on Course Connection are populated.
ISS-002038 RIO Ed - Related List - Single is showing duplicate records when the reload button is clicked
Fixed the refresh button from enabling infinite loading.
Also fixed duplicate records from appearing in the list.
ISS-002064 Shopping Cart List won't show record error when applying discounts
Any error message from record updates are now returned to the Shopping Cart List component.
ISS-002068 RIO Ed - Sessions For Grading (Aura) Query Session Object's Field in Course Offering Object
Fix Course Offering description info fields to read the correct fields.
ISS-002067 Session Scheduler - “Additional Criteria For Facility” not reflecting on editing Session Time nor “Assign Facility” dropdown
Additional Criteria for Facility now also applies to the facility picklists in the Session Scheduler.
ISS-002074 Requirement Set rollup
Reparenting requirements will now correctly rollup the summary totals to the parent Requirement Sets.
ISS-002075 Short Course Filter and Short Course Record Header Issue
Changed components to allow student offering information to be visible to guest users.
Also removed unwanted slds-large-size_1-of-3 class from continuingEduHeader component.
ISS-002098 Trigger limit flags in Completion Engine is causing data integrity issue when there are error records in the batch
The limit check in the following TDTM classes are removed:
- PREN_CompletionEngine_TDTM
- PECRS_RequirementMet_TDTM
- PECS_RequirementLogic_TDTM
ISS-002107 DML in CCON_CreditTrnasfer_TDTM doesn't handle partial failure
Added bulk update error handling based on the Contact lookup. An error in a batch will now no longer fail every record in the batch, it will only fail Course Connections for the problem Contact.
ISS-002118 Single Related List: The delete action taking too long after clicking confirm
The delete action is handled properly by returning a promise back to LightningConfirm
Enhancements
ISS-001905 Make no items message last in Related List - Single (Aura)
Now only shows the Record Not Found message after returning no records from the query.
See also: RIO Ed - Related List - Single (Aura)
ISS-002065 Prevent multiple discounts in Shopping Cart List
Added “Prevent Multiple Discounts” option to the shopping cart list.
See also: RIO Ed - Shopping Cart List
ISS-002095 Attendance Wizard: Comment box at the student list attendance
Added option to show the Notes field inline for each student.
See also: RIO Ed - Attendance Register (Aura)
ISS-002099 Enhance the retrieval of custom metadata type to use xx_mdt.getAll() instead of SOQL
Updated retrieval of custom metadata values.
ISS-002105 Attendance session list: Quick search of session
The "RIO Ed - Attendance - Session List (Aura)" component has been modified to introduce a search box to allow the user to filter sessions based on configurable search fields. The functionality is the same as the quick search functionality in the student scheduler.
ISS-002106 Grading session list: Quick search of session
The "RIO Ed - Sessions For Grading (Aura)" component has been modified to introduce a search box to allow the user to filter sessions based on configurable search fields. The functionality is the same as the quick search functionality in the student scheduler.
Search fields can be configured for the Session and Course Offering object, to account for both possible values of the Grade By field on a Course Offering record.
See also: RIO Ed - Sessions For Grading (Aura)
ISS-002113 Continuing Education - Improve the display of amount fields on shopping cart
Multiple changes made to the Shopping Cart List:
- Changed delete action column to be smaller
- Changed layout to move Discounts to the right
- Discount/Study Credits amounts now display as negative numbers in the subtotals
See also: RIO Ed - Shopping Cart List
New Features
ISS-002093 Attendance Wizard: Copy attendances from past bookings
The RIO Ed- Attendance - Session List (Aura) component has been enhanced with the ability to copy the attendance from the previous session, saving users from having to fill out the full attendance each time.