Fixed

  • Update Dynamics CRM SDK to 6.1.2 for authentication compatibility with Dynamics CRM 8.1.1 and Dynamics 365 8.2. (More info)
  • Search: Fix issue with CRM query pagination when indexing large result sets (greater than 5,000 records) that would result in duplicate search results.
  • Help Desk: Update Case.aspx case details template to no longer support auto-linking of URLs in the case Description field.

Improved

  • Entity Permissions: Update query generation to use consistent values instead of unique values for generated aliases, to improve query cache hit rate.
  • Entity Permissions: Optimize query generation to use fewer link-entity elements where possible. (In Account- or Contact-scoped permissions, filter on foreign key attribute instead of linking to Account or Contact primary key.)
  • Entity List: Update Excel/CSV export to sort results by current grid sort state, rather than only default sort order.
  • Entity List: Update Excel/CSV export to optionally support greater than 5,000 results, using the Site Setting Grid/Download/MaximumResults. This can be set to an integer value greater than 5,000 to specify a larger limit on export size. The default limit remains at 5,000 items.

Solutions

  • No changes.

Fixed

  • Security: Add Anti-Forgery token to Ajax calls to prevent Cross Site Request Forgery.
  • Authentication: Set autocomplete="off" for password fields in login and change password controls.
  • Notes: Fix to properly validate mime types of file attachments based on the accepted mime types defined on the Entity Form.
  • Ads: Revise ads to respect expire date and ensure expired ads are not visible in the portal.
  • Forums: Add Size validation to Forum Post Uploads. Add upload size to file upload on new Forum Threads.
  • Invitation: Fix deletion of user’s email upon invite redemption.
  • Commerce: Fix adx_percentage field on adx_discount entity to have a max value of 100.
  • Forms: Form actions are only applicable for "Edit" or "Readonly" modes and will not be displayed when mode is "Insert".
  • Forms: Fix to declaration of all CrmEntityFormView controls to set ClientIDMode="Static" to ensure client-side code can retrieve relevant DOM elements.
  • Forms: Revise the legacy lookup field dropdown control to respect Entity Permissions if they are enabled.
  • Forms: Change Usages of IViewActionLink.URL to use URL.PathWithQueryString so as not to emit FQDN and protocol.
  • Forms: Fix a Web Form issue where an exception can be thrown if the user is annonymous.
  • Entity List: Fix an issue with calendar view where record ID assigned to a details link was an empty Guid.
  • Cache: Fixed issue with filename collision in portal bus cache invalidation message files.

Improved

  • Cache: Revisions to the Web Notification process to allow registration of an explicit list of entities to participate in notifying the portal of changes. A new configuration page on the AdxstudioPortalsBase solution provides the user with an easy interface to enable/disable notifications and configure which entity types should changes be ignored and which types should notifications be sent.

Solutions

  • AdxstudioPortalsBase 7.0.0086: Add a configuration page to the solution that provides settings for Web Notifications.
  • AdxstudioPortalsWorkflows 7.0.0018: Add Adxstudio.Xrm.Workflow.WebNotification assembly that includes PluginStepRegistration plugin that registers/unregisters SDK Message Processing Steps for  Web Notification Entity records maintained by the Web Notification settings on the solution configuration page for the AdxstudioPortalsBase solution.
  • AdxstudioCommerce 7.0.0009: Fix adx_percentage field on adx_discount entity to have a max value of 100.

7.0.0022 March 29, 2016

New

  • Liquid: Add {% fetchxml %} tag, for arbitrary FetchXML support from Liquid.
  • Add support for configurable portal-wide frame/content security HTTP headers
    <Site Setting name>: <HTTP Header>
    HTTP/X-Frame-Options: X-Frame-Options
    HTTP/Content-Security-Policy: Content-Security-Policy
    HTTP/Content-Security-Policy-Report-Only: Content-Security-Policy-Report-Only
  • TinyMCE changed to CKEditor new

Fixed

  • Forms: Fix Single Line of Text format Ticker Symbol to not render hyperlink if value is null
  • Fix error handling to deal with null contentType on entity notes and enity form
  • Notes: Fix edit modal to clear the attachment display when modal is hidden
  • Notes: Fix click event handlers of edit and delete buttons.
  • Entity Form: Update notes control for compatibility with Internet Explorer 8-9.
  • Entity Form: Fix encoding of client-side notes control configuration.
  • MasterPortal: Fix issue with date/time presentation in Internet Explorer 8.
  • SharePoint: Fix file download for root folder path.
  • MasterPortal\Areas\Commerce\Controls\WebFormPayment.ascx, set the return argument sent to PayPal to point to the PaymentHandler route "_services/commerce/payment" that will handle the PDT in order to confirm and validate the payment and then redirect the user to a order confirmation page. Previous PayPal validation leveraged IPN but this was not in real-time which results in a race condition where in some instances the user actually made payment but they were redirected to the checkout prior to the IPN being sent and order had not been confirmed yet.

    Breaking Change  As of this release, all sites using PayPal integration will be required to configure PayPal Payment Data Transfer for transactions to be successfully confirmed and validated. When updating from a previous version, you must ensure that you update the WebFormPayment.ascx file in your project.

    For further details why this change was implemented, see https://developer.paypal.com/docs/classic/ipn/integration-guide/IPNPDTAnAlternativetoIPN/

  • MasterPortal: Explicitly remove .woff2 MIME type mapping before re-adding it, as newer versions of IIS now include this extension in the default set.
  • Security - Prevent Open Redirection attacks
  • Forums: Add CustomValidator and ServerValidate method to validate the FileUpload file extensions. Validator returns false if the file extension is in the list of CRM's restricted file extensions.
  • Entity Record: replace attribute.Value with value to ensure aliased values are processed correctly for lookup attributes.
  • PayPal: Implement a handler to process PayPal Payment Data Transfer to confirm payment in real-time. Modified
  • Entity Form: handle error when associated record not found
  • Fix to Group Invitations - An open invitation code (with no associated contact records) now works as expected
  • Change Invite Redemption Workflow to trigger with a scope of Organization rather than User, by default
  • Update Ad Liquid template to test size of placements ads instead of polls

Improved

  • Entity Permissions: Update Adxstudio.Xrm.Security.CrmEntityPermissionProvider API to accept an optional regarding EntityReference. This will reduce the number of applicable permission rules and link-entity expressions where the query for the entity being tested has already been filtered by the regarding object. Typically querying for objects like notes, we are getting the notes for a specific regarding record so the other rules are redundant and unnecessary in this scenario.
  • Notes: Update Adxstudio.Xrm.Notes.AnnotationDataAdapter API to use the permission provider to alter the FetchXML prior to querying to apply the necessary link-entity and condition expressions. This will significantly improve performance of the retrieval of notes by eliminating the permission assertion queries that were previously occurring on every record returned by the initial query. 
  • Allow for Record source for Set Entity Reference to be set to a record related to current portal user.
  • Allow for Entity Form RecordSource to be programmatically set at runtime.
  • Changed SR details page to query for an Entity Form related to the Service Request Type definition record, backing off to a named Entity Form if not found, backing off to the original CrmEntityFormView rendering but using long/lat field mapping if not found, backing off to the original "adx_" if not set.
  • Draw Map Field Names for Mapping Collection Metadata passed into CrmEntityFormView from Service Request Type Definition instead of defaulting to "adx_" fieldnames
  • Forms: Apply minimal readonly text display to all readonly form fields. Add JavaScript to apply an &mdash; in place of empty fields similar to CRM to improve the visual of blank fields.

Solutions

  • ServiceRequest solution version 7.0.0023. Added Lookup on Service Request Type Definition to Entity Form (for details view)
  • Replaced TinyMCE editor with CKEditor in the following solutions:
    • AdxstudioPortals 7.0.0084
    • AdxstudioWebForms 7.0.0110
    • AdxstudioBlogs 7.0.0010
    • AdxstudioEventManagement 7.0.0012
    • AdxstudioForums 7.0.0013
    • AdxstudioIdeas 7.0.0011
    • AdxstudioIssues 7.0.0011
    • AdxstudioRetail 7.0.0011
  • AdxstudioCRM2011ProductivityPack 1.0.0035: Removed TinyMCE Editor

New

  • Added single-click and anonymous unsubscribe for marketing lists
  • Authentication: Add ability to terminate existing authenticated sessions for a given contact. This is done by running the Reset Security Stamp workflow.
  • MasterPortal: Font Awesome has been removed, and has been replaced with Glyphicons (included with Bootstrap). (This was done for licensing reasons.) Included is a compatibility layer for mapping Font Awesome icon classes to equivalent Glyphicons, when available. If you'd like to re-enable Font Awesome on your portal, create a Site Setting Head/Icons, and set it to a URL or path to Font Awesome's main CSS file. This could be a path to Font Awesome files added to your project, or to the full URL of Font Awesome hosted on a CDN.
  • Add Site Setting Authentication/Registration/EmailConfirmationEnabled to allow user email confirmation to be enabled or disabled. If this setting is not explicitly specified, the default is for email confirmation to be enabled.
  • SharePoint: add delete action for folders and files.
  • SharePoint: add create folder action.

Improved

  • Upgrade dependent assemblies to newer versions. Code upgrades requires updating web.config binding redirects.
    • <dependentAssembly>
       <assemblyIdentity name="Microsoft.IdentityModel.Protocol.Extensions" publicKeyToken="31bf3856ad364e35" culture="neutral" />
       <bindingRedirect oldVersion="0.0.0.0-1.0.2.33" newVersion="1.0.2.33" />
      </dependentAssembly>
      <dependentAssembly>
       <assemblyIdentity name="System.IdentityModel.Tokens.Jwt" publicKeyToken="31bf3856ad364e35" culture="neutral" />
       <bindingRedirect oldVersion="0.0.0.0-4.0.20622.1351" newVersion="4.0.20622.1351" />
      </dependentAssembly>
  • MasterPortal: Knowledge Base: Update article template to include article title in browser title.
  • Parature: Revise the Parature case deflection to support integrating into an Entity Form. For usage on an Entity Form, create an Entity Form Metadata record for a single line of text attribute and set the 'CSS Class'field value to 'parature-deflection'.
  • 311 Search: Display tab navigation, cleanup KB article display. Add configuration to 311 Dialog for arbitrary URL to be launched within 311 Search in CRM.
  • SharePoint: add breadcrumbs to the grid to indicate folder location.

Fixed

  • Fix invitation redemption redirect issue (returns to sign-in page) when the profile page is protected by an access rule. 
  • Entity Form/Web Form: Fixed issue where Set Entity Reference settings were not being respected on updates.
  • Entity Form/Web Form: Fixed issue where Set Entity Reference settings to prepopulate lookup field failed.
  • Entity Form/Web Form: Fixed styling for notes with thumbnails in narrow columns.
  • Entity Form/Web Form: Fixed issue where attribute metadata could cause form labels to appear blank.
  • Entity Form/Web Form: Fixed issue where records created from a subgrid on a redirect page were not being associated to the form's record.
  • Entity Form/Web Form: Fix issue with Notes not being correctly filtered by public/private flags.
  • Web Form: Fixed issue where left/right progress indicator appeared above the form rather than beside it.
  • Web Form: Fixed issue where adding a progress indicator to a form that is meant to loop would cause an infinite loop.
  • MasterPortal: Fix issue with header Sign In button URL when header output caching was disabled.
  • Liquid: Update Liquid processing to better handle certain cases of invalid CMS data.
  • Fix issue with Site Markers with inactive Pages causing site routing errors.
  • SharePoint: Fix issue with documents grid where the entity logical name would be used to get a SharePoint list by title.
  • SharePoint: Fix issue with uploading documents when form is in "Insert" mode. Instead of the usual SharePoint grid and interface, an ordinary html file upload control will be rendered. This is due to the entity needing to be created before documents can be associated with the entity in SharePoint.
  • Authentication: Fix duplicate email error when inviting an external user with an email address matching the invited contact.
  • MasterPortal: Forums: Fix issue with "latest post" link not using correct post anchor ID format.
  • MasterPortal: Update system.webServer.httpErrors configuration in Web.config to <httpErrors errorMode="DetailedLocalOnly" existingResponse="PassThrough" />

CRM Solutions

  • Adxstudio Installer 7.0.0021
    • Updates to included open source components. No functional changes.
  • Adxstudio Portals 7.0.0079
    • Added new web resources for selecting entity metadata (e.g. entities, attributes, relationships). These are intended to replace earlier metadata selectors, and will work correctly in CRM 2015/Online
    • Replaced older metadata selectors with new versions on Page Template and Entity Permission forms.
  • Adxstudio WebForms 7.0.0104
    • Replaced older metadata selectors with new versions on Entity Form, Entity Form Metadata, Web Form Step, Web Form Metadata, and Entity List forms.
  • Adxstudio Service Request 7.0.0018
    • Replaced older metadata selectors with new versions on Service Request Type form.
    • Add new "Transfer" option to Type field. Added adx_transfernumber and adx_transferagencyname fields, and adx_createinformationrequest and adx_inforequestdescription fields to service request entity.
  • Adxstudio Permits & Licenses 7.0.0011
    • Replaced older metadata selectors with new versions on Permit Type form.
  • Adxstudio Identity 7.0.0003
  • Adxstudio Identity Workflows 7.0.0003
    • Add a Reset Security Stamp workflow process to generate a new security stamp.
  • Adxstudio Search 1.0.0006
    • Updates to included open-source components. No functional changes.
  • Adxstudio 311 Search 7.0.0018
    • Update styling of user interface.
    • Update knowledge base article details display layout.
    • Add new multi-tab navigation to interface.

New

  • Entity List/Form Subgrid: Add support to grid details, edit, create links to redirect to a URL.
  • Add account and contact based folder structure support for SharePoint sub-grids.
  • Add support for custom document locations with a relative URL in SharePoint sub-grids.
  • Add read support for folders under a document location in SharePoint sub-grids.
  • Add option to overwrite existing files when uploading to SharePoint sub-grids.
  • Add sorting and pagination to SharePoint sub-grids.
  • Add improved support for storing file attachments in Azure Storage for Entity Forms, Web Forms, and Web Files.
  • Authentication: Add support for SAML 2.0 external identity providers
  • Authentication: Add support for OpenID Connect external identity providers

Improved

  • Entity Form, Web Form: Add "Show Owner Fields" option to Entity Form and Web Form Step, allowing forms to render Owner fields. (Only read-only rendering of Owner fields is supported at this time.)
  • Forms: Add CSS to render a minimalistic readonly form. When form mode is ReadOnly the CSS class 'form-readonly' is applied to render the fields as text.
  • Forms: Improve Single Line of Text format Ticker Symbol readonly UI to render as hyperlink
  • Entity Form: Add configuration to show save changes warning on exit
  • Parature: Replace ParatureAPI.dll with new ParatureSDK.dll 2.1.1 open source nuget package https://www.nuget.org/packages/ParatureSDK/. No functional changes. Refactor significant amount of code to reflect the changes with the new SDK. For more details regarding Parature's new SDK see https://github.com/Parature/ParatureSDK.  
  • Entity Permissions: Added new scope "Self" to allow granting privileges for user's own contact.
  • Entity Form: Added Submit Button as an Action on Entity Form. The Submit button going forward will always need to be configured this way.
    Note that for users who have installed 7.0.0017 or above, if you opened and saved your Entity Forms since that installation you may need to manually add a Submit Button to your existing forms.  Please see the relevant documentation.
  • Entity Form: Next/Previous now enabled as Actions, for Entity Forms only, when using "Auto Generate Steps From Tabs".
  • Entity Form: Allow for the placement of actions for Entity Form in different areas above and below the form without placing them all in a single UI bucket.
  • SharePoint: Change SharePoint sub-grids to load asynchronously.
  • SharePoint: Change upload of SharePoint files to be asynchronous from a modal window.
  • SharePoint: Add redirect to sign-in page for deep links to SharePoint Files if not authenticated.
  • Authentication: Pass-through claims from the external identity provider to the current authenticated session
  • Authentication: Add a site setting to the WS-Federation configuration to specify a "whr" parameter in the identity provider redirect URL.

Fixed

  • Fix invitation redemption: invitations can now be redeemed by any authenticated contact and not limited to the associated invited contact.
  • Entity List/Forms: Refactor usage of redirect URL of form actions to support external absolute URLs. 
  • Forms: Fix readonly form to disable radio buttons, checkboxes and dropdowns.
  • Entity List: Filter out custom action column when downloading to Excel.
  • Forums: Fix configuration of forum and thread page size to resolve edge cases when page size is small.
  • Forums: Update forum post content length validation to be dynamic based on CRM metadata, rather than a hard-coded default value.
  • Global Search: Fix solution web-resource to once again be compatible with CRM 2015.
  • Liquid: Fix issue with initialization of request.params object on certain requests.
  • Liquid: Fix issue with entityform and webform not being able to be saved.
  • MVC: Update ContentStyles and SiteMapState HTML helpers to better handle no current site map node.

CRM Solutions

  • AdxstudioSearch 1.0.0004
    • Fix CRM 2015 compatibility bug
  • AdxstudioAzureStorage 7.0.0007 new
    • Included web resource for managing attachments stored in Azure Blob Storage instead of in CRM
  • AdxstudioSMSMessaging 7.0.0006, AdxstudioSMSMessagingWorkflows 7.0.0008 new
    • Includes SMS (adx_sms) activity, along with workflows that handle sending SMS messages via Twilio.
  • AdxstudioWebForms 7.0.0096
    • Add "Show Owner Fields" Two Option field to Entity Form and Web Form Step, allowing forms to render readonly Owner fields.
    • Add Submit, Previous, and Next actions to Entity Form
  • AdxstudioPortalsBase 7.0.0062
    • Added new scope option set value "Self" to Entity Permission entitty allow granting privileges for user's own contact.
  • All solutions that contain entity schema have been exported without sanitization removal of 'LeftVoiceMail', 'IsMapiPrivate', and 'OverriddenCreatedOn' attributes.

Fixed

  • Fix intermittent hanging after an external identity provider sign-in (only affects new Identity authentication).
  • Fix NullReferenceException when applying the Authentication/OpenAuth/[provider]/Scope site setting.
  • Fix incorrect initialization of ValidAudiences when configuring a Facebook page tab.
  • Fix handling of Shortcuts with External URLs in URL provider API. (This will allow external Shortcuts to appear in search results.)
  • Fix potential error in managed/entity/web forms from invalid SharePoint relative URLs caused by invalid characters in entity's primary attribute value.
  • Fix a bug that prevents users from being able to sign-in (authentication cookies do not set properly).
  • CrmEntityFormView: Fix retrieval and assignment of a form tab's name.
  • Entity List/Entity Form Subgrid: Increased maximum size of JSON result to the Int32.MaxInt (2,147,483,647)
  • Entity Form Subgrid: Fix issue where multiple views are specified and the resulting view selection list repeatedly displays duplicates of the first view.

Improved

  • Numerous framework optimizations to general page rendering performance.
  • Improved application start load times when using Identity authentication.
  • Signing in with Microsoft Account no longer requests permission to read user's related contacts.
  • MasterPortal: Update included Bootstrap framework to 3.3.5.
  • MasterPortal: Update standard header templates to disable global search bar when Search/Enabled site setting is false.
  • Front-side editing: Update attribute and Content Snippet editing to allow for editing of values within link tags.
  • Option to disable global search from the Adxstudio Search solution configuration page. Note for upgrades: search will be disabled by default and will need to be enabled after upgrading.
  • MasterPortal: Application header and footer are now output-cached across requests, for better performance. This is done using MVC child actions found in the Portal area folder, and uses the DevTrends.MvcDonutCaching library to achieve this. (This is a new MasterPortal dependency.) Output caching of the site header and footer can be disabled by creating the Site Settings Header/OutputCache/Enabled or Footer/OutputCache/Enabled to false. Reasons for doing this might include use of a custom header or footer template that contains content related to the current page or request.
  • MasterPortal: Added additional output cache profiles to Web.config, along with support for new vary-by-custom strings (roles, website) to Global.asax.
  • Forms Notes Control: add pull-right class to notes control toolbar dropdown so it renders right aligned to eliminate overflow scroll when in a modal.
  • Entity List: Improve metadata filtering to allow initialization from query string.
  • Entity Permissions: Improve performance of single record privilege assertions.
  • Entity List, Entity Form, Web Forms: Add support for Liquid evaluation in Custom Javascript fields.
  • Date/Time format handling has been unified and improved.

CRM Solutions

  • AdxstudioPortalsBase 7.0.0052
    • Web notification plugin (Adxstudio.Xrm.Plugins assembly version 5.0.0.7) now reads unsecure configuration XML to exclude entities from sending notifications.
    • Web notification plugin sends site setting name to portal for improved cache invalidation handling.
    • Custom configuration editor (used for example in Entity List configuration) now stores simple/advanced selection and expand/collapse selection for individual nodes on a per-record basis.
  • AdxstudioWebForms 7.0.0077
    • Entity Form and Entity List configurations have been improved:
      • Modal dialog options for unselected Form/Grid actions no longer appear in the configuration
      • Entity Form configuration has expanded to include additional options.
  • AdxstudioBadges 7.0.0002
    • Add relationship between Badge and Account, for Account-level badges.
  • AdxstudioSearch 1.0.0003
    • Add option to disable global search from configuration page
  • Adxstudio Installer 1.0.0018
    • Update the Installer for future data package installations to do a post transform of JSON attributes on adx_entitylist, adx_entityform, adx_entityformmetadata, adx_webformstep, adx_webformmetadata and remap entity references of adx_entityform and adx_webpage with the new id guids assigned by CRM during the import create requests. Add description to repository gallery.

New

Fixed

  • Fix built-in 'forums' Liquid template to render correct Bootstrap list-group HTML.
  • Commerce Web Form Purchase: Fix issue where purchase metadata indicates to set order relationship and fulfill order. Call FulfillSalesOrderRequest after order updates to elminate exception "The entity cannot be updated because it is read-only".
  • Commerce Authorize.Net: Authorize.Net relay response POST expects an HTML content response, JavaScript will redirect to the desired location within our website. Replace a server redirect with a content response that does a JavaScript redirect setting location to the absolute URL of the target return URL.
  • Forms Modal Lookup Grid: Fix issue with pagination and related record filter toggle that did not persist between page requests when "Allow users to turn off filter" has been unchecked.
  • Respect "Set Entity Reference" settings prior to insertion in the case of modal popups (will use referring entity rather than query string).

Improved

  • Update Web Page Custom CSS & JavaScript fields to support Liquid.
  • Update package repository helper to check the new adx_views field on entity list before checking the old adx_view field when trying to get the default view.
  • Commerce Products: Replace jquery.flexslider.js with jquery.elastislide.js for product image thumbnail slider.
  • Front-side editing: Update so that Content Snippets that do not exist but are referenced by name in a template can still be "edited", and will be created automatically on first save.
  • Forums: Add new "Locked" attribute to Forum Thread, which enables locking of a thread, disallowing further posts.
  • Added Copy to Case Page Template.
  • MasterPortal: Add relevant ARIA landmark roles to standard headers and footers.
  • Front-side editing: Update HTML editor validation rules to accept <a> tags with block-level children.
  • Liquid: Add optional class, default, and tag parameters to editable tag.
  • Update to MVC 5 dependencies and add new OWIN components.
  • Add support for app-relative paths in search index directory configuration. For example: ~/App_Data/MySearchIndex.
  • Update search index configuration to force storage of search indices in ~/App_Data/ when a portal is deployed in the Azure Web App Service environment.

CRM Solutions

  • AdxstudioIdentity 7.0.0001 (New)
    • Contact entity extensions to support ASP.NET Identity
  • AdxstudioIdentityWorkflows 7.0.0001 (New)
    • Processes related to ASP.NET Identity authentication
  • AdxstudioForums 7.0.0009
    • Add Locked field to Forum Thread.

Fixed

  • Entity List: Fix an issue where owner fields were not populated.
  • Entity List: Revise the Entity List view selector to save view ids to former backing field adx_view for backwards compatibility.
  • Entity List: Fix error caused by entities without statecode or statuscode attributes.
  • Fix file uploads for SharePoint 2010.
  • Scheduled Services: Fix issue with query for upcoming scheduled services and localized date formats.

Improved

  • Blogs: Update blog security rules so that all permitted authors of a given blog and preview and edit all posts in that blog, rather than only those that they authored.
  • Forums: Improve styling of "latest post in thread" link, to make it more visually obvious.
  • Forums: Style user badges using the Bootstrap label class, rather than badge.
  • Front-side editing: Improve performance of Parent Page selector in some situations.
  • Partner Portal: Add a "Reopen Opportunity" action.

CRM Solutions

  • AdxstudioWebForms 7.0.0075
    • Update adx_webforms/adx.xrm.webforms.handlers.js web resource. Add support for backwards compatibility with old portal code. Parse the new JSON on Entity List and store the view ids in the old adx_view field.

New

  • Entity Form/Web Form: Add the ability to configure actions that can be performed on a record, such as delete, run workflow, as well as several common entity specific actions such as close case, reopen case, close opportunity as won, etc.. More details can be found here
  • CrmEntityFormView: Implement support for Quick View Forms.
  • CrmEntityFormView: Add rendering of state and status reason as readonly strings.
  • Entity List: Add new built-in Liquid template entity_list, which renders the default Entity List UI when included in another Liquid template.
  • Forums: Add support for Badges to community forums and community user profile.

Fixed

  • Fix call to Facebook Graph API to support v2.3 of the API.
  • Fix issue with corruption of internal portal cache (content map) on update of Website record.
  • Fix SharePoint file URLs that are generated with a duplicate virtual path.
  • Fix SharePoint file downloads when Windows and Forms Authentication are enabled on SharePoint Server.
  • Entity List/Entity Form Metadata: Workflow Action button labels will default to the name of the Workflow if no other label is specified.
  • Entity List: Fix exception when anonymous users access an entity list that uses a Dynamic Lookup Filter.
  • Entity Form/Web Form: Fix for radio inputs in selection matrix not aligning correctly.
  • Entity Form: Fix issue where pressing the ENTER key would submit a form regardless of context or focus.
  • Fix for issue where some select boxes in CRM metadata configuration cannot be accessed using a mouse.
  • Fix for issue where clicking outside of an Entity Form modal causes the modal to close.
  • Polls: If no polls exist in a poll placement, the placement box should no longer appear.
  • Entity List: Fix an issue where deleting all records that are listed on a given page prevents the paging from navigating to the previous page to view the remaining records.
  • Forms Modal Lookup Grid: Fix issue with pagination and related record filter toggle that did not persist between page requests.
  • WebForm: Fix the previous button to render as type 'button' and not as type 'submit' to ensure form without novalidate attribute does not trigger validation.
  • WebForm: Fix to progress indicator of type 'Title' with where condition branching results in incorrect step indicators. This occurs when the condition next step and the condition fail next step's next step are the same step and the user has visited this step.
  • Package Gallery: Fix issue with FetchXML paging on queries for large numbers of packages.
  • Commerce PayPal: Revise return URL generation to eliminate issues in some environments with firewall port forwarding that can result in mixing of external domain with internal port number when building absolute URLs. PayPal requires an absolute URL to be constructed for the gateway to send a response to, for these problematic environments a Site Setting named "BaseURL" can be set to the domain e.g. "www.mydomain.com" and the return and cancel_return URLs for PayPal will be constructed using the site setting otherwise the Request URL will be inspected to build the absolute URL by default.

Improved

  • Add multiple file upload for SharePoint documents.
  • Add shared connection credentials for SharePoint. SharePoint will use the Portal's CRM user's credentials if a SharePoint connection string is not supplied in the web.config.
  • Add support for file uploads greater than 2MB to SharePoint Server and SharePoint Online.
  • Front-side Editing: Enhance attribute editors (HTML & text) to render Liquid on save, without needing a page refresh.
  • Front-side Editing: Add ability to update parent web page of pages, events, files, shortcuts, forums, and blogs.
  • Entity List: Add new view selector that supports ordering and setting a localized display name.
  • Improved ability to use keyboard to navigate and control Entity Lists and Entity Forms in the following areas:
    • Entity List pagination
    • Entity List searching
    • Entity List filters
    • Entity List Associate action dialogs
    • Entity Form Lookup modal dialogs
  • Improved screen reader accessibility in Entity List, Entity Forms, and related dialogs.
  • Block sign in and register forms from being submitted twice to prevent intermittent anti-forgery errors.
  • Entity Form/Web Form: Revise the form to display a message if the mode is edit/readonly and a record could not be found for the specified id. Default value is "The record you are looking for could not be found.". To change, set the Record Not Found Message on the Entity Form or Web Form Step.
  • CrmEntityFormView: Readonly form will now add readonly attribute to fields instead of disabled.
  • EntityForm/WebForm: Catch exception that may occur on submit of the form or if required id query string parameter is not provided or invalid and display error message in alert block instead of throwing a stack trace error.
  • Forms - EntityForm/WebForm/CrmEntityFormView: Toggle the form mode from edit to readonly if the record state is not active or if the user has read permission but not write.
  • Entity List: Ensure the grid's "loaded" event is fired even when results return no records.
  • Ecommerce: Checkout WebFormPayment: Add logic to create order and move to next step if the total amount on the quote is zero so the payment form is not displayed.
  • Add additional fields to Web Page front-side editing UI:
    • Add Description field for <meta name="description"> SEO use.
    • Add Custom CSS and Custom Javascript fields for inline per-page scripts and styles.

CRM Solutions

  • AdxstudioPortalsDependencies 1.0.0029:
    • Updated Quick View Forms for Page Templates, Site Markers, Site Settings, Content Snippets, Web Files, Web Link Sets, Web Pages and Web Roles to include additional columns.
  • AdxstudioPortalsBase 7.0.0049:
    • Updates to JSON editor web resources.
    • Addition of new Web Page fields: Custom CSS, Custom JavaScript, and Description. Updates to Web Page main form.
  • AdxstudioWebForms 7.0.0072:
    • Add action configuration to Entity Form and Web Form Step.
    • Add Record Not Found Message text field to Entity Form and Web Form Step.
    • Add Instructions text field to Entity Form and Web Form Step.
    • Fix issue where Web Form Metadata configuration would not load for steps other than type "Load Form".
    • Requires update to the portal code. Importing this solution and using against older versions of the portal code, Entity List may throw the following exception "View (adx_view) attribute on Entity List (adx_entitylist) is null or empty. Please specify the savedquery view(s).".
  • AdxstudioBadges 7.0.0001 (New): Schema support for community badges feature.

This release included an incorrect version of Adxstudio Web Forms solution version 7.0.0051 bundled with the installation. Please use the Installer to install the proper version 7.0.0042 or download it directly from our gallery here if you intend to install solution files manually.

 

New

  • Liquid: Add parature API, for accessing Parature knowledge base and ticket data.
  • Liquid: Add sharepoint.documents API, for accessing SharePoint document libraries.
  • Liquid: Add entityform and webform tags, for rendering Entity Form and Web Forms in Web Template-based Page Templates.
  • Front-side Editing: Add Insert > Insert template feature to front-side CMS HTML editor, allowing insertion of Web Templates and other built-in Liquid templates into editor, with live preview.

Fixed

  • Fix possible null reference exception when no document is uploaded in an entity form or web form using SharePoint documents.
  • Entity List: Fix issue with modal form where template path was incorrectly constructed for deployments that contained virtual directory and/or nested Application. 
  • Ensure generated URLs are absolute path not absolute URL to eliminate issues in some environment with firewall port forwarding that can result in mixing of external domain with internal port number when building full URLs. Authorize.Net requires an absolute URL to be constructed for the gateway to POST a response to, for these problematic environments a Site Setting named "BaseURL" can be set to the domain e.g. "www.mydomain.com" and the RelayURL for Authorize.Net will be constructed using the site setting otherwise the Request URL will be inspected to build the absolute URL by default.
  • Entity List: Filter inputs now correctly use self-closing tags.
  • Entity Form/Web Form: Fixed issue where labels were not full-width in IE8
  • Entity Form/Web Form: Fixed issue where labels were associated to invalid targets (e.g. radio button groups)
  • Entity Form/Web Form: Added valid label attribute to empty dropdown options
  • Entity Form/Web Form: Removed invalid name attribute on section table elements.

Improved

  • Entity List: Table headers for action/input columns now describe the column's purpose for assistive technology
  • Entity Form/Web Form: Html form action attribute now uses a relative path instead of an absolute path.
  • Bootstrap Modals now start a new document flow separate from the underlying page, allowing headers to be interpreted in the correct sequence in the overall document.
  • Update framework to TinyMCE 4.1.9.

CRM Solutions

  • Adxstudio Installer 1.0.0017: Update installer to support prompting for configuration data on package installation. (Required to support new Parature data packages.)

New

  • Add Web and Page Template without child links.
  • Add support for child link images and summaries to child_link_list_group Liquid template.

Fixed

  • Fix URL generation with virtual directories and sub web applications. Some URLs had double virtual paths /path/foo/path/foo instead of /path/foo.
  • Entity Form/Web Form: Labels now display and break correctly in IE8
  • Entity Form/Web Form: Labels now no longer target invalid elements for composite controls (e.g. radio button lists)
  • Entity Form/Web Form: Removed invalid "name" attribute on section layout.
  • Entity List: Fixed invalid input elements in filters to use self-closing tags instead of closing tags.

Improved

  • Empty table headers in entity lists now have text explaining the column's purpose for assistive technologies
  • Modal dialogs now occur in a separate document flow from regular page content.
  • Entity Form/Web Form: Changed form tag action to use relative path instead of absolute path

New

  • Liquid: Add blogs, forums, and events APIs.
  • Add Web and Page Templates with a side navigation.
  • Add embedded resource Liquid templates: ad, blogs, breadcrumbs, child_link_list_group, events_upcoming, forums, layout_1_column, layout_2_column_wide_left, layout_2_column_wide_right, layout_3_column_wide_middle, page_copy, page_header, poll, search, side_navigation, snippet, top_navigation, weblink_list_group.

Fixed

  • Authentication: Fix profile redirect URL querystring encoding
  • Entity List Map: Fixed to work with IIS virtual directories and web applications.
  • Entity List/Entity Form Subgrid: Fix an issue where multiple item actions are rendered using the properties of the last item in the list for all actions of that type.
  • Entity List: Fix issue where pagination would still show if a view was changed that had no records to display.
  • Entity Form Lookup: Fix issue where a lookup view that did not have filter criteria specified would produce an error when attempting to do a search.
  • Entity Form/Web Form: Fix issue where date/time inputs did not validate client-side
  • Entity Form Geolocation: Fix issue with bing map location control on forms now that some of the tables have been removed from the CrmEntityFormView rendering. 
  • Permits: Fix a bug where the permit lookup would not populate for non Adxstudio custom permit entities. Update custom permit solutions to version 1.0.0005 - Replace hard coded attribute name with field mapping custom name for permit type lookup attribute.
  • Fix issues with TinyMCE when nested in a Bootstrap modal dialog.
  • MasterPortal: Forums: Disable Liquid processing on forum thread titles in some contexts.
  • Fix issue FetchXML pagination in package gallery info queries.
  • Fix issues with package gallery rendering caused by Bootstrap 3.3.0.

Improved

  • Authentication: Add support for Google OpenID Connect (OAuth2) identity provider sign-in. details
  • Authentication: Deprecate Google OpenID 2.0 sign-in
  • Authentication: Support Google OpenID 2.0 migration to OpenID Connect (OAuth2) for both ACS and OpenAuth portals
  • Authentication: New tab UI for navigating sign-in, sign-up, and invitation forms
  • Authentication: Disable the sign-in button by disabling all authentication features
  • MasterPortal: Update Bootstrap to 3.3.4.
  • Entity Form/Web Form: improved WCAG accessibility and W3C validation compliance
    • Validation summary is more descriptive and uses "alert" role to notify assistive technologies
    • Validation links are more descriptive
    • Iframes without "src" values now correctly use "about:blank" instead of nothing
    • Replaced cases where phrasing elements wrapped flow elements (e.g. "span" wrapping "div"). This may be a breaking change for some custom CSS and Javascript.
    • Table rows in form layout tables should now always have a correct number of cells in each row
  • Entity List/Entity Form subgrids: Sorting of grids is now more accessible to assistive technologies.
  • 311 Service Request: Improved user experience in mapping component of 311 Service Request Entity Forms.
  • HowTo projects (including Intranet portal) removed.
  • Government Portal: Update Home.aspx, remove the DefaultText on the Home Twitter Widget snippet so users can essentially remove this twitter feed.
  • Help Desk: Update CreateCase.aspx, set CrmEntityFormView's ClientIDMode="Static" to allow client side scripts to easily interact with fields by id.

CRM Solutions

  • Add new AdxstudioCustomPermitPluginAssembly solution version 1.0.0001 that is a separate solution containing only the Adxstudio.Xrm.Plugins.Permits311 plugin assembly that can be used for those creating custom permit entities to be able to register message processing steps.
  • AdxstudioHelpDesk 7.0.0010: Remove dependency on Website entity.
  • AdxstudioWebForms 7.0.0041:
    • Added Validation Summary Header Text field to Entity Form and Web Form Step entities for use in validation summary (see Entity Form/Web Form accessibility improvements above).

Fixed

  • Entity Permissions: Fix non-reflexive N:N relationship link-entity construction that was broken by the previous release's fix for reflexive (self-referential) N:N.
  • Web Form: Fixed issue where prepopulating a lookup using metadata did not work.
  • Web Form: Fixed issue where prepopulating a picklist using metadata did not work.

New

  • Entity List: added support for dynamic lookup/picklist filters using metadata filtering
  • Liquid: Add searchindex tag for performing queries against the portal search index using Liquid.
  • Liquid: Add new date filters for manipulating date values (e.g. adding days, months).
  • Liquid: Add support for rendering ads
  • Liquid: Add support for rendering polls

Improved

  • MasterPortal: Update FontAwesome to 4.3.0.
  • MasterPortal: Update <system.webServer> section in Web.config with MIME type mapping for .woff2 web font files.
  • MasterPortal: Update Blog and News home page panels with better accessibility for RSS feed links.
  • MasterPortal: Update Forums to support attaching multiple files to a single forum post.
  • MasterPortal: Update TinyMCE configuration to use <u> rather than inline styles
  • MasterPortal: added portal context configuration to managed form to support multi-regional and subscriber websites
  • Entity Form: Improved compliance with WCAG 2.0 (accessibility)
  • Entity Form: Ensured form tag has a valid action attribute
  • Entity Form: added modal window lookup snippets to support localization
  • Entity List: Removed unnecessary XML from list configurations to reduce page foot print.
  • Debugging: Add more tracing to SharePoint file download requests.
  • Liquid: Add support for use of editable tag applied to sitemap node objects.
  • Search: Improve filtering of incoming search index update operations to only lock the index when necessary
  • Front-side editing: Enhance hover-to-edit interface with animations and descriptive labels of item to be edited.
  • Front-side editing: Update services to better handle invalid CMS data.
  • Removed contact entity from content map to improve caching performance

Fixed

  • Front-side editing: Fix issue with TinyMCE improperly appending the current document URL to image and link paths.
  • Fix issue with redirecting to canonical URL of a web page (i.e. with trailing slash, instead of without it) in cases where the current user does not have access to that web page.
  • Entity Form: Fixed issue where prepopulating a lookup using metadata did not work
  • Entity Form: Fixed issue where prepopulating a picklist using metadata did not work
  • Entity Form: Fixed issue with subgrids containing a self referential relationship to the parent entity
  • Web Form: Fixed issue where a user could insert an entity despite not having entity permissions to do so
  • Entity List: Fixed search pagination
  • Entity List: Replace usage of <i> tag from jquery selector to correct sort icons display
  • Entity List/Entity Form/Web Form: added routes that include portalscopeid for multi-regional and subscriber websites
  • Entity Permissions: Fixed invalid link-entity construction with self-referential N:N relationship.

CRM Solutions

  • AdxstudioPortalsBase (1.0.0035): Update Ad and Poll entities with optional relationship to Web Template.
  • MasterPortal: Update to Bootstrap 3.3.2.
    Note If you are using a customized version of bootstrap.min.css on your site, you'll want to update it to 3.3.2 as well for full compatibility with the other Bootstrap components used by the application.
  • Fix modal implementation of Entity Form's initialization of the PortalName property.
  • Reduce the height of the entity grid and selected records elements in the associate lookup modal to reduce the occurrence of scrolling on a parent modal.
  • Liquid: Add new concat, random, and shuffle array filters.
  • Liquid: Add is_sitemap_current and is_sitemap_ancestor filters, so test any URL string for portal sitemap position.
  • Front-side editing: Tweak front-side editing dialog label height.
  • Commerce: Add ability to process Set Attribute Value web form step metadata to WebFormPurchaseSummary step control.
  • Update all usages of <i> and <b> elements for icons, to better meet accessibility guidelines. replaced with <span class="fa" aria-hidden="true"></span>.
  • Update Bootstrap Web Link MVC helpers with additional accessibility attributes.
  • Update Adxstudio.Xrm.Cases.CaseDataAdapter to use culture-sensitive string.Format when building case note subject. (This means that the timestamp included in the note subject will be formatted according to the portal application's culture, at the time the note is created.)
  • Fix issue with metadata pickers on Entity Form Metadata and Web Form Metadata forms.
  • Fix issue with Entity List Calendar Views where events scheduled on the last day of the month do not appear in Year view.
  • Added SSL querystring parameter to Bing map control request on 311 service request map to suppress content type warnings when hosted under SSL.
  • Web Forms: Fix issue with anonymous file uploads silently failing.
  • Fix issue with support plan price listing, whereby call to GetPriceListItemByPriceListNameAndUom would fail because the product Entity passed to the method would have an empty ID. This is caused by the product being fetched by a join query in certain conditions.
  • Add AttributeMetadata for aliased columns on a record. This will allow the grid formatting code to inspect the type and format in order to render email and url string format fields as hyperlinks
  • Improvement to the Run Workflow feature of Entity List/Form Subgrid by calling TryRemoveFromCache after ExecuteWorkflowRequest. If the workflow is set to run synchronously the entity changes should be reflected in the portal immediately.
  • Trigger the change event when programmatically setting the lookup field value so client side code can detect the change for lookup dialogs
  • Update CrmEntityPermissionProvider's assignment of an alias for a link-entity element in the FetchXml to be set a Guid instead of the entity and relationship name to ensure max length of 128 characters is not breached.
  • Fix SharePoint document sub-grid rendering bug in Entity/Web Forms that are configured in ReadOnly mode.
  • Encrypt the ViewConfiguration passed to the entity grid service to prevent client side tampering.
  • Revise EntityList, ViewConfiguration, ViewDataAdapter to ensure PortalName and LanguageCode are passed through in order for the entity list records option set data to be localized.
  • Replacing the Microsoft.Xrm.Portal.Web.Compilation.SiteSettingExpressionBuilder with our own implementation that will convert the site setting's string value to the data type of the property found on the control the expression is assigned to.
    Note This requires an update in the web.config.
  • Use the new SiteSettingExpressionBuilder to set declaratively Language and PortalName properties on all EntityList, EntityForm and WebForm server controls.
  • Make the lookup field's modal size and grid page size configurable based on Site Settings the following site settings "Portal/Lookup/Modal/Size" (applicable values: "small", "default", "large".), "Portal/Lookup/Modal/Grid/PageSize".
  • Update entity grid routes to include portal scope id to support multiple regional websites.
  • Update entity grid and notes controller actionresults to initialize the data adapter with the appropriate portalName to support multiple regional websites. Update the error handling to include the InnerException so CRM plugin errors can be relayed to the user.
  • Add AdxstudioSearch solution version 1.0.0002 Update adx.search.js; replace getServerUrl() with getClientUrl()
  • Add AdxstudioPortalsBase solution version 7.0.0034 Update sdk.metadata.js with latest version provided by the CRM 2013 SDK that replaces getServerUrl() with getClientUrl()
  • MasterPortal: Update script dependencies to jQuery 1.11.1, Bootstrap 3.3.1, and TinyMCE 4.1.7, with various minor fixes throughout for compatibility with these components. Also add/update the following components, for compatibility:
    • jQuery Validate
    • jQuery Migrate
    • Bootstrap Pagination
    • Bootstrap DateTimePicker
    • Moment.js
  • MasterPortal: Update header shopping cart status display to only fetch server data once per page load, regardless of number of status components on the page.
  • MasterPortal: Update Azure deployment project to only include a single service definition.
  • MasterPortal: Update FooterCopy footer template HTML to no longer include a fixed-width content container.
  • Entity List: Add Entity Permission support to Calendar view.
  • Entity List: Fix issue with incomplete record filtering on Excel export.
  • Entity List: Resolve an issue where searching on an entity grid would ignore permissions.
  • Entity Form: Remove disabled upload control on SharePoint document library when form is read-only.
  • Entity Form: Fix issue with exception when trying to attach a file to a form as an anonymous user.
  • Entity Form: Enable Entity Permission support on SharePoint document libraries. Explicit Entity Permissions are now required for display of SharePoint documents.
  • Mapping: Fixed bug with proximity searches for points in the Southern hemisphere.
  • CrmEntityListView: Allow manual changes to LayoutXML to be reflected in the resulting list view.
  • CrmEntityFormView: Update date/time picker to better handle invalid date input, and to not default to the current date/time. Requires updated Bootstrap DateTimePicker and Moment.js (included with MasterPortal in this release).
  • CrmEntityFormView: Render inline hyperlinks for read-only Email and URL fields.
  • CrmEntityFormView: Fix issue with a Notes control on a form that has no provided form metadata collection.
  • CrmEntityFormView: Fix issue with checkbox field styling/alignment in Internet Explorer.
  • Liquid: Update “editable” tag to pass through current Liquid variable scope to rendered content.
  • Liquid: Add is_sitemap_current and is_sitemap_ancestor properties to URL-having objects (page, sitemap node, weblinks).
  • CMS Front-side Editing: Add support for enhanced dropdowns to front-side editing dialogs, using the select2 plugin. Select2 is also now included with MasterPortal.
  • CMS Front-side Editing: Add support for entity name/type filter on Page Template selector, as well as template description. These fields are configured using Page Template record fields in CRM.
  • Ads: Fix Publishing State filter on ads.
  • Commerce: Fix issue with discount code validation, and provide improved user messaging when code validation fails.
  • Commerce: Fix issue where shopping cart item quantities were not preserved when cart is transitioned from anonymous to authenticated user.
  • CRM Solutions:
    • AdxstudioPortalsDependencies (1.0.0027):
      • Fix sitemap.
    • AdxstudioPortalsBase (7.0.0032):
      • Add optional Entity Name and Description fields to Page Template.
      • Add “Exclude from Search” filter to Web Page Portal Search view.
    • AdxstudioWebForms (7.0.0037):
      • Entity List: Add configuration UI for Filter configuration.
      • Entity List: Update default column width style to Percent (was Fixed/Pixel previously).
      • Entity List: Add ability to override table-striped class on list. (table-striped is still default class.)
      • Entity Form: Add enhanced relationship selectors to Entity Form configuration.
      • Entity Form: Fix issue with detecting correct subgrid in subgrid configuration.
      • Entity Form/Web Form: Add enhanced attribute and relationship selectors to Entity Form & Web Form Metadata UI.
    • AdxstudioHelpDesk (7.0.0009), AdxstudioPartnerPipeline (7.0.0009), AdxstudioRetailCustomerProfile (7.0.0007), AdxstudioRetailHousehold (7.0.0008):
      • Propagate changes to Portal Contact form in AdxstudioPortalsBase to these solutions.
    • AdxstudioSearch (1.0.0001):
      • Update for CRM 2015 compatibility.
  • Adding intermediate SaveChanges to CreateContactWithEmailConfirmation method to ensure that the contact Id is set.
Please see Update Invitations to 7.0.0007 if upgrading from Adxstudio Portals 7.0.0006 or earlier.
  • New - Invitations Model (old contact invitation has been retired)
  • New - Entity Permissions (Read, Write, Create, Delete, Append, AppendTo) based on web role
  • New - Liquid Templates support for CMS features including Entity list
  • New - Form Sub-Grids for related records on Entity Form and Web Forms with support for Read, Write, Create, Delete, Append, AppendTo
  • New - Bing map for address selection on Entity Form and Web Form
  • New - Duplicate detection on 311 Service Request
  • New - Excel download support for Entity List
  • New - Lookup dialog selection with search for relationship on Entity Form and Web Form
  • New - Entity List and Form Sub-Grids custom actions (trigger workflows)
  • New - Notes support on Entity Form and Web Form
  • New - Alerts on Service Requests
  • New - Tested compatibility for CRM 2015 (onpremise and online)
  • Enable output caching on Blank.aspx template.
  • Update Bootstrap datepicker styling for switch from calendar to time UI.
  • Update CRM form metadata selector UI for better performance and added loading spinner
  • Ensure column sort disabled is preserved when overridding display names
  • Update KB article subject search filter to better handle stemming of subject ID.
  • Fix issue with content snippet form scripting, where the form onload event would get caught in a recursive loop.
  • ChildNavigation.ascx: Fix to properly handle entity tracking on service context when rendering child descriptions/summary.
  • Adding container div to FooterCopy view.
  • Corrected issue with resetting the license key cache when the nag screen is displayed.
  • Update Font Awesome in MasterPortal to 4.2.0.
  • WebsiteCopy: Update to support Entity Form Metadata
  • Update the AttachFileOnSave feature of EntityForm and WebForm to add the contact slug and web prefix to annotation
  • Update search to increase lock obtain retries to avoid timeouts when index is on a network drive.
  • Update search to use per-field analyzer that disables stemming on certain special index fields.
  • WebsiteCopy - Update export order to export conference records before event records. Update export to export Web Templates related to Website or Page Templates. Update import to be able to handle Web Template relationships to Website and Page Template.
  • Update user avatars to be scheme-agnostic, meaning they output //gravatar.com/... URLs that will work in both HTTP and HTTPS, based on the current request.
  • Fixed distribution plugin to distribute only open opportunities. Previously opportunities in a closed or lost state would be considered distributable if the "ready to distribute" flag was inadvertently checked.  This would result in an error as the distributed state code is not available to opportunities in a closed or lost state.
  • Adding product about page ~/_services/about to display license key status. Including diagnostic handler into web.config.
  • Add tooltip text to forum thread subscribe buttons.
  • Update SearchIndex.axd handler to not throw exceptions on invalid message types, but rather just do nothing, and provide a message. Also, refactor to no longer use unnecessary static variables.
  • Fix ExportToCsv method to properly encode the response to support other language characters and symbols.
  • Fix SharePoint document handler 404s when using IIS web application.
  • Update ical plugin to handle blank event descriptions
  • Revise CrmEntityFormView DateTime control to use the ISO 8601 format string "yyyy-MM-ddTHH:mm:ssK" so the moment.js can strictly parse and validate DateTime. Revise crmentityformview-datetime.js to use moment.ISO_8601 constant.
  • Update EntityForm and WebForm to properly set Lookup field values and DateTime field values since the recent UI changes broke the prepopulate value feature.
  • Revise EntityForm and WebForm Redirect to allow adding to query string when an external URL is specified.
  • Update portal search indexing to ignore deactivated Portal Search views.
  • Fix readonly style of optionsets, twooptions and subject controls on CrmEntityFormView
  • Fix to fetch in ViewDataAdapter where name field is blank when sorting by other fields. Any existing order attributes need to be added to the attributes collection in the event that they do not already exist or attribute value will be null.
  • Enable default ssl support for bing map control
  • Add support for overriding column display names and widths on entity list and Form Sub-Grids.
  • Add localized caching of info about the current site map node and its ancestors to a given PortalViewContext. Makes large numbers of site map ancestry checks on a single page more efficient.
  • Add "Head/Bootstrap" content snippet to default master page, to allow override of site-wide Boostrap include if desired.
  • Modify WebFormUserControl rendering to display a title if adx_usercontroltitle has been specified on the step.
  • Numerous data enhancements in sample sites
  • Numerous CRM enhancements to default forms
  • Update Azure project to SDK 2.4
  • Update ManageCustomerAccounts template to only include active accounts.
  • Improving InternalEndpointOrganizationServiceCache configuration to allow specification of role instances. Allows distributed cache invalidation in non-Azure IIS farms using IP address (internal) endpoints.
  • Add Service Request Details page to OOB government portal data.
  • OnItemUpdating now logs user information if the "Log User Information" flag is set on the webform step.
  • Fix issue with web form commerce features where anonymous visitor ID passed to quote creation utility function was always null, instead of the proper web form anonymous session ID.
  • Fix text wrapping issue in money columns on shopping cart item table.
  • Update numeric entity form fields to allow formatting of values using current .NET culture. Previously, values were formatted using the invariant culture.
  • Add correct CSS class to Profile form submit button container, adjust border color on form actions container.
  • Search - Add HTML decode to main search content field, to decode HTML entities into their normal unicode representation, for better matching on those characters.
  • Ensure that the nameidentifier and identityprovider claims are set during forms authentication. These claims are required to avoid the following Html.AntiForgeryToken error: A claim of type 'http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier' or 'http://schemas.microsoft.com/accesscontrolservice/2010/07/claims/identityprovider' was not present on the provided ClaimsIdentity. To enable anti-forgery token support with claims-based authentication, please verify that the configured claims provider is providing both of these claims on the ClaimsIdentity instances it generates. If the configured claims provider instead uses a different claim type as a unique identifier, it can be configured by setting the static property AntiForgeryConfig.UniqueClaimTypeIdentifier.
  • Fixed issue with edit form stll showing on successful submission even though "Hide Form On Success" was configured on in the entity form definition.
  • Fix for incorrect viewport width setting in IE 10 on Windows Phone 8
  • Web form - Query string values can now be used as the record source on all steps and not just the first one. The custom JavaScript attribute is now read from the current step and not from the starting step. 
  • Update 311 map legend styling.
  • Update 311 Service Request Map in CRM.
      - Add search by address/neighbourhood/etc.
      - Change to single infobox in map DOM.
      - Add link to Service Request from infobox title.
      - Change heat map view to an option.
  • Update 311 search with KB article close/share links
  • Adding Social share widgets to 3-1-1 and KB areas.
  • Update 311 map to have a single infobox popup in the DOM.
    Add 'click' event on pushpin to open infobox.
  • Add service request landing page with latest KB articles and button to web form.
  • Update Forum and Event templates. - Add site-wide "Forums/PostsPerPage" and "Forums/ThreadsPerPage" site settings. (Were previously hard-coded to 20, which is still the default.)
    - Add ChildForums template, which displays forums that are children of the current page. (The Forums template displays all forums in the website).
    - Add ChildEvents template, which displays events that are children of the current page. (The Events template displays all events in the website).
    - Add proper OutputCache directive to Events template.
    - Add child navigation to bottom of Forums template.
  • html5 validation - removed valign="top" from row and cell templates
  • Add display order to Blogs.
  • Fixed entity list map distance increment list - list not being properly populated from the CRM.
  • Fixed entity list map distance units reversal
  • Fixed issue in CrmContactMembershipProvider preventing HMAC based hashing algorithms (HMACSHA1, HMACSHA256, HMACSHA512, etc) to fail validation (regular algorithms were ok: SHA1, SHA256, SHA512 ,etc)
  • Update Adxstudio Installer to 1.0.0012: Fix issues with Internet Explorer compatability view, add supported browser version check.
  • Fix issue with Web Resource handler failing on portal form views.
  • Fix HTML5 validation issues in portal form views.
  • Update Entity Form and Web Form Set Value on Save feature to support Customer and Lookup attribute types, today's date, and current portal user.
  • Add additional site settings for wsFederation.
  • Fix issue with shopping cart handler returning errors in background on sites that do not have AdxstudioCommerce imported.
  • Fix issues with discount code validation.
  • Fix issue with inactive URL History records.
  • Fix issue with CMS replication provider when creating web pages and web files.
  • Fix CrmEntityFormView SubgridControlTemplate to initialize the default view configuration before databinding to prevent a possible runtime error.
  • Fix CrmEntityListView Item DataBinding to get the proper ordinal of the row table column for the column attribute name. When hidden cells are in the layoutxml the index was previously not determined correctly.
  • Add CrmEntityListView control.
  • Replaced the current gridview implementation of a subgrid on an entity form with the new CrmEntityListView control. Subgrid now supports sorting and pagination.
  • Fix an issue with the content map where associating an annotation with a contact would produce a runtime error.
  • Add an enhanced code editor plugin to TinyMCE for improved HTML source editing.
  • Updated the SharePoint file handler to handle null response headers.
  • License validation now requires 7.0 license keys.  Previous beta builds accepted 6.0 keys.
  • Simplified the "easy setup" configuration process to a single page experience.
  • Included an empty App_Data folder in the Master Portal to avoid an error on the "easy setup" experience.
  • Re-enabled rendering of Ads and Polls in sidebar on Page and Listing templates.
  • Fixed Bootstrap 3 for up/down voting buttons
  • Add "easy setup" experience to portal application to prompt user for CRM connection information during first request to a portal that hasn't been configured.
  • Update Customizations directory structure in installation folder.
  • Update AdxstudioInstaller solution with improved error handling and reporting.
  • Update AdxstudioInstaller with Adxstudio EULA.
  • Update Azure SDK dependency to version 2.3.
  • Update portal footer templates to allow easier full-width styling.
  • Update header templates with additional accessibility hints.
  • Add /Pages/CategoryTopicPage.aspx template: Combines Category navigation with standard content page two-column layout.
  • Add AssignWebRole workflow activity to AdxstudioPortals base solution. Allows assignment of a given Contact, Account, or User to a given Web Role within a workflow.
  • Fix issue with deletion of forum threads and posts from portal moderation interface.
  • Fix issue with excluding inactive web links from web link navigation rendering.
  • Entity List: Update styling of calendar view to show event name and start time in date cells in calendar month view.
  • Entity List: Fix issues with ordering and related entity attribute values in OData service.
  • Partner Portal: Fix issue with parent account permission management.
  • Partner Portal: Fix issue with getting closed/inactive cases for contact account.
  • Partner Portal: Fix issues with error handling and channel permissions when managing customer accounts and contacts.
  • Various improvements to responsive CSS for small screens.
  • First release of Adxstudio Portals 7.0.
  • Includes Adxstudio Installer solution.
  • Updates MasterPortal codebase to Bootstrap 3.
  • Updates MasterPortal codebase to use the CRM late-bound API exclusively. MasterPortal no longer includes a reference to early-bound generated CRM types.
  • Adds support for Entity Forms, Web Forms, and Managed Forms to have attachments integrated with SharePoint.