Version 1.25 ProntoCare
Release Date : 03/04/2024
URL : /packaging/installPackage.apexp?p0=04t7F0000050oPs
Enhancement
Gender Update for DEX
Updated Contact's picklist values.
Removed
Male
Female
Intersex indeterminate
Not stated/inadequately described
Added
Man or male
Woman or female
Non-binary
Not stated
[I/They] use a different term
Updated code to support new Gender values.
Added support for Gender Details for [I/They] use a different term value
Sync to DEX more than one Assessment
Updated code to sync more than one Assessment
Pre-upgrade Steps
Turn off the Sync scheduler
Upgrade to version 1.25
Post-upgrade Steps
Add new picklist values on the Contact -> Gender field
Man or male
Woman or female
Non-binary
Not stated
[I/They] use a different term
Remap old/current picklist values to new picklist values. (Note: confirm changes first with the client)
Old Gender Value | New Gender Value |
Male | Man or male |
Female | Woman or female |
Intersex indeterminate | Non-binary |
Not stated/inadequately described | Not stated |
-- | [I/They] use a different term |
Deactivate/delete old picklist values.
Update the Contact lightning record page/s to Dynamic Forms to only display Gender Terms field if Gender = '[I/They] use a different term'. (Note: confirm layout change with client)
Backup all Reference Data (Custom Settings -> Reference Data) where CodeType = Gender
Replace all Reference Data where CodeType = Gender based on the Gender updates.
Turn on the Sync scheduler.