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

  1. Turn off the Sync scheduler

  2. Upgrade to version 1.25

Post-upgrade Steps

  1. 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

  2. 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

  1. Deactivate/delete old picklist values.

  2. 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)

  3. Backup all Reference Data (Custom Settings -> Reference Data) where CodeType = Gender

    MicrosoftTeams-image (29).png
  4. Replace all Reference Data where CodeType = Gender based on the Gender updates.

    MicrosoftTeams-image (30).png

  5. Turn on the Sync scheduler.