1. TaskRay
  2. New in TaskRay
  3. October 2022

[October 2022] Release Notes (Major)

OCTOBER 2022

New Feature Alert! These features are part of the October 2022 Release and will be available in Sandboxes and on the AppExchange on October 15. Existing customers' production instances will be automatically upgraded to the version of TaskRay containing these features on November 12.

 

TEMPLATE VERSIONING

  • New feature set that allows you to iterate on Templates and track changes to your processes over time
    • Fields added to TaskRay Global custom setting
      • Enable Principal Template Versioning
    • New objects
      • TaskRay Principal Template
      • TaskRay Principal Version
    • New fields on the TaskRay Project
      • TaskRay Principal Version
      • Permanent ID
      • Addressable ID
      • Source Addressable ID
      • Source Version Number 
      • Principal Template Permanent ID
    • New fields on the TaskRay Task Group
      • Permanent ID
      • Addressable ID
      • Source Addressable ID
      • Source Version Number
    • New fields on the TaskRay Task
      • Permanent ID
      • Addressable ID
      • Source Addressable ID
      • Source Version Number
    • New fields on the TaskRay Checklist
      • Permanent ID
      • Addressable ID
      • Source Addressable ID
      • Source Version Number
    • New fields on the TaskRay Checklist Items
      • Permanent ID
      • Addressable ID
      • Source Addressable ID
      • Source Version Number
    • New fields on the TaskRay Team
      • Template Source
      • Source Addressable ID
      • Source Version Number
    • New fields on the TaskRay Dependency
      • Source Addressable ID
      • Source Version Number
    • New reports
      • Get IDs
      • IDs for Task-Specific Automations
      • Template Versioning Setup Report 1
      • Template Versioning Setup Report 2
    • Updated TaskRay packaged report types to include new fields
    • TaskRay - Template Manager Access permission set
    • Tools & Settings configuration page
      • New menu item 'Setup Template Versioning'
    • New fields on the Bulk Clone TaskRay Projects (Flow Only) apex action 
      • Template Project Addressable Id List
    • Updated (re-labeled) fields on the Bulk Clone TaskRay Projects (Flow Only) apex action  
      • Template Project Salesforce Id List (previously Template Project ID List)
    • New fields on the Bulk Clone TaskRay Tasks (Flow Only) apex action
      • Template Task Addressable Ids
    • Updated (re-labeled) fields on the Bulk Clone TaskRay Tasks (Flow Only) apex action
      • Template Task Salesforce Ids (previously Template Task Ids)
    • New fields on the Clone a TaskRay Project apex action
      • Driving Milestone Addressable Id (optional)
      • Template Project Addressable Id 
    • Updated (re-labeled) fields on the Clone a TaskRay Project apex action
      • Driving Milestone Salesforce Id (optional) (previously Driving Milestone Id)
      • Template Project Salesforce Id (previously Template Project Id)
    • New fields on the Clone a TaskRay Project - Async apex action
      • Driving Milestone Addressable Id (optional)
      • Template Project Addressable Id 
    • Updated (re-labeled) fields on the Clone a TaskRay Project - Async apex action
      • Driving Milestone Salesforce Id (optional) (previously Driving Milestone Id)
      • Template Project Salesforce Id (previously Template Project Id)
    • New fields on the Clone a TaskRay Task apex action
      • Template Task Addressable Id
    • Updated (re-labeled) fields on the Clone a TaskRay Task apex action
      • Template Task Salesforce Id (previously Template Task Id)
    • New fields on the Stitch a TaskRay Project apex action
      • New Project Template Addressable Id (only if New Project? is true)
      • Task Group 1 Addressable Id 
      • Task Group 2 Addressable Id 
      • Task Group 3 Addressable Id 
      • Task Group 4 Addressable Id 
      • Task Group 5 Addressable Id 
    • Updated (re-labeled) fields on the Stitch a TaskRay Project apex action
      • New Project Template Salesforce Id (only if New Project? is true) (previously New Project Template Id)
      • Task Group 1 Salesforce Id (previously Task Group 1 Id)
      • Task Group 2 Salesforce Id (previously Task Group 2 Id)
      • Task Group 3 Salesforce Id (previously Task Group 3 Id)
      • Task Group 4 Salesforce Id (previously Task Group 4 Id)
      • Task Group 5 Salesforce Id (previously Task Group 5 Id)
    • New fields on the Stitch a TaskRay Project (Flow Only) apex action
      • New Project Template Addressable Id (only if New Project? is true)
      • Task Group Addressable Id List
    • Updated (re-labeled) fields on Stitch a TaskRay Project (Flow Only) apex action
      • New Project Template Salesforce Id (only if New Project? is true) (previously New Project Template Id)
      • Task Group Salesforce Id List (previously Task Group Id)
    • New fields on the Stitch a TaskRay Task apex action
      • 1. Checklist Group Addressable Id
      • 2. Checklist Group Addressable Id
      • 3. Checklist Group Addressable Id
      • 4. Checklist Group Addressable Id
      • 5. Checklist Group Addressable Id
      • New Task Template Addressable Id (only if New Task? is true)
    • Updated (re-labeled) fields on the Stitch a TaskRay Task apex action
      • 1. Checklist Group Salesforce Id (previously 1. Checklist Group Id)
      • 2. Checklist Group Salesforce Id (previously 2. Checklist Group Id)
      • 3. Checklist Group Salesforce Id (previously 3. Checklist Group Id)
      • 4. Checklist Group Salesforce Id (previously 4. Checklist Group Id)
      • 5. Checklist Group Salesforce Id (previously 5. Checklist Group Id)
      • New Task Template Salesforce Id (only if New Task? is true) (previously New Task Template Id)
    • New field on the Salesforce Product object
      • Template Task Group Addressable ID

CHECKLIST QUEUES

  • New feature set that allows Queues to own Checklist Items
    • New fields on the TaskRay Checklist Item
      • Group ID
      • User or Group ID
    • Updated the TaskRay Team and TaskRay Checklist lightning component

MISCELLANEOUS

  • Deprecated the TaskRay Template Library
  • Added functionality to expand all and collapse all Task Groups in Kanban view and Plan view
  • Added functionality to expand all and collapse all Projects in Plan view
  • Updated Apex classes 
  • Added the TaskRay icon to TaskRay Flow Actions
  • Added the following lightning components to the package
    • TaskRay Board
    • TaskRay Feed
    • TaskRay Pending Actions
    • TaskRay Project Clone
    • TaskRay Snapshot
    • TaskRay Status
    • TaskRay Stitcher
    • TaskRay Time Entry
    • TaskRay To Dos
    • TaskRay Today
    • TaskRay Email Assistant
  • Deprecated the TaskRay Lightning Components package
  • Optimized loading for TaskRay Baselines
  • New supplemental permission set for the October 2022 release features

BUG FIXES

  • Resolved an issue where user photos did not display on the Public Dashboard
  • Resolved an issue where archiving a parent project did not archived sub-projects
  • Resolved an issue where hiding the last column in Kanban view caused errors
  • Resolved an issue where scheduling tasks in Template Hub snapped to incorrect dates
  • Resolved an issue where an External Owner could not modify certain fields on a task
  • Resolved an issue where updating owners via automations did not add the owners to the project team
  • Resolved an issue where cloning did not copy field values for users with read-only access
  • Resolved an issue where the parent project field was not cleared when cloning sub-projects

PATCHES

1.957

  • Resolved an issue where clone a template sometimes hit Salesforce limits on cross-object references.
  • Resolved an issue where links in the template versioning utility failed to load details.
  • Resolved an issue with enhanced cloning where dependencies only cloned once when cloning a task group multiple times

1.958

  • Resolved an issue where addressable ids did not generate for Dependencies and Project Team Members

1.959

  • Resolved an issue with bulk removing team members from projects