RIO Education 3.17 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.
3.17
Release date: 18th July 2024
3.17 New Install
https://rioed-installer.herokuapp.com/products/RIO_Education/3.17
3.17 Upgrade
https://rioed-installer.herokuapp.com/products/RIO_Education_Upgrades/latest/v3_17
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.
Upgrade note
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
Bug Fix - Enrollment Management
ISS-001784 - Pre-Requisite (Enrolled or Completed) Should prevent enrollment within same term
Pre-requisite (Enrolled or Completed) logic will now check the enrolled terms of the Course Connections, and ensure they aren't enrolled in the same term.
For example, Course B has Course A as a Pre-Requisite (Enrolled or Completed).
If a student has enrolled into Course A in Term 1, they can enroll into Course B for future Terms, but not in Term 1 (not in the same Term as the pre-requisite course).
ISS-001808 - Pre-requisite for Completed-Fail condition hitting validation
Previously, failing a pre-requsite Course was prevented if the student is already enrolled into the other Course.
For example, Course A is a pre-requisite for Course B. If the student is enrolled into both, then, updating Course Connection A with fail results was prevented.
Thus, we updated Course Connection's validation rule to allow admin to fail a pre-requisite enrolled course. It will be up to the user to handle tracking and unenrolling students that no longer meet the requirements.
Bug Fix - Assessment and Completion
ISS-001953 - Course Connection grade release rollup race condition
We now force row locking while doing credits rollup, in order to prevent incorrect credit rollups from conflicting batches.
If you are using data loader to mass load Course Offerings with “Release Grades” = TRUE, then, it is recommended to always use batch size less than 200 and serial mode processing when using data loader in order to avoid this scenario when possible.
Bug Fix - Student Management
ISS-001997 - Appointment Scheduler Default Locked Field Behaviour
Currently, if a default value is set via URL in the appointment scheduler, it's allowed to be overwritten by the user later.
But if the field is also locked, this can result in the value being erased (e.g. appointment type changing when changing campus), and then not being able to select any value.
If a default value is set AND the field is locked, it should always set it to the default value (if applicable).
This has been fixed. If URL default values are given to fields that get locked, they will now always remain populated with the default values.
ISS-001981 - Appointment Scheduler shows the contact as available all times of every day of the week, even though their setup should only show them available on certain days
Added the “Enforce Consultant Availabilities” option to the Appointment Scheduler, which will prevent booking consultants past their available dates.
See also:
Bug Fix - Finance
ISS-001977 - Shopping Cart Discount trigger fix
Previously, if a trigger changes the available discount codes (e.g. a volume based discount being removed), the shopping cart won't know about it and will reapply the existing discount codes.
Shopping Cart will now re-apply discounts based on the value in the Order record, instead of the value stored in the component.
Also now calculated multiple % discounts by calculating against the discounted price instead of adding the full amount each time.
Bug Fix - Scheduler and Delivery
ISS-001994 - Session Scheduler error icon no longer links to double booking details
There was an issue after v3.15 with the double booked icon, which did not show the double booking popup when clicked.
This has been fixed. Clicking the double booked icon now shows the double booking popup window again.
See:
Enhancements
Enhancement - Schedule and Delivery
ISS-001933 - Hide “All Present” and individual “Attended/Absent/Late” buttons on attendance wizard
Users now have the option to hide the 6 summary total counts at the top of the attendance wizard page, as well as the “All Present” and “Late” button.
Added new attributes to the RIO Ed - Attendance - Session List (Aura) component, which gives users the option to:
- Hide Students Summary Total
- Hide Present Summary Total
- Hide Absent Summary Total
- Hide Unmarked Summary Total
- Hide Late Summary Total
- Hide Excused Summary Total
- Hide All Present Button
- Hide Late Button
See also:
Enhancement - Enrollment Management
ISS-001974 - Creation of PE Discipline Requirement records
Previously, when a student enrolls in a Program Discipline, a PE Discipline and all related PE Discipline Requirements (both Groups and Courses) are created. Due to the large number of Discipline Requirement records (1200) under a Program Discipline, the following error may be encountered, when creating a PE Discipline record with a batch size larger than 2:
- rio_ed.TDTM_PEDiscipline: System.LimitException: rio_ed:Too many DML rows: 10001
This has been fixed by adding a new “Limit PEDR Create” option to the Custom Settings.
If enabled, and when a student enrolls in a Program Discipline, only the PE Discipline Requirement (Group) records are automatically created at first.
The PE Discipline Requirement (Course) records will only be created when the relevant Course Connections are created (regardless of Enrollment Status).
This will prevent an unnecessarily large amount of records from being created at the same time.
See also:
ISS-001966 - Student Scheduler: Enhancements to filters
Added new features to the Student Scheduler:
- Session Name filter - this allows user to search for Sessions by their names
- Combine Course ID and Name in filter picklist - if TRUE, the Course picklist field will show each Course as “Course ID - Course Name”
if FALSE, it will only show “Course Name”
- Display the number of selected students - a counter to display the number of students selected
The Student Scheduler also now sorts student lists by name. Each student's Student ID will be displayed, thus allowing the user to search by Student ID.
See also:
Enhancement - Assessment and Completion
ISS-001897 - Enhancement for Grading Component
Added 2 new attributes to the RIO Ed - Sessions For Grading (Aura) and the RIO Ed - Session Grading (Aura) components.
These provide options for users to configure the Grading wizard as follows:
#1 - Calculated Grade First
- Allows user to have the Grading wizard to show inputted Grade columns first. It will show the calculated grade column before regular grade columns.
- If active (TRUE), the Grade columns that have been input with values will be listed first (starting from the left hand side) before the empty Grade columns.
#2 - Hide Grade Criteria Columns
- Allows user to hide the regular Grade Criteria columns.
- Calculated Grade columns, as well as custom Term Grade fields will still be shown (if any).
See also:
ISS-001907 - Grading Wizard Enhancement
User will now have the ability to configure the column widths for text, text area, and picklist fields on the Grading wizard.
This allows the user to configure their own custom width for the columns on the Grading wizard, which is especially useful for text columns (i.e. Notes) to make it more readable.
Added 3 new attributes to the RIO Ed - Sessions For Grading (Aura) and the RIO Ed - Session Grading (Aura) components.
These Custom Column Width parameters can override the default column min-width for specific Term Grade field types.
- Custom Column Width - Text = supports text fields
- Custom Column Width - Text Area = supports long text and text area fields
- Custom Column Width - Picklist = supports picklist fields
See also:
ISS-001935 - Grading Wizard Performance
Improved performance and response time of the grading wizard.
Reduced the delay when selecting grade values and typing in the grades.
See also:
ISS-001965 - Grade Period Setting set on session level
Previously, Grading Period Settings are set at the Course level. All the child Sessions would inherit the same period from the parent Course (all opened / closed at the same time).
As an enhancement, Grading Period Settings can now be set at the Session level. This allows different Sessions under the same Course to have different grading period.
See also:
New Features
ISS-001899 & ISS-001932 - Study Rules
Progression rules and Completion rules for Program Enrollments are now available.
This is an optional feature for handling more advanced logic around continuous enrollment and completion.
Due to the complexity of this feature, extra configuration (that is not included in this package) is needed before it can be implemented.
Please contact support@wdcigroup.net for information.
Other
ISS-001937 - Replace 3.15 patch text with Custom Labels
Updated static patch text on the Session Scheduler to use Custom Labels.