Release Notes - ProntoCase

Releases in this section

2.3.18 (09/08/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000001dWqh

Fixes

• DSS Sync Log-Client Id/Case ID/Session Id already exists error

2.3.17 (02/08/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000000wVwH

Fixes

• Referral Purpose - 'Attempt to-dereference a null object error in Apex jobs'

• Require the field Referral Purpose and Referral Type

2.3.16 (08/03/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000000wVw7

Fixes

• SLK generation due to space character on Contact's First Name and Last Name

2.3.15 (08/03/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000000wVv9

Fixes

• Invalid SLK’s

• Session related to Missing Assistance Code for Client Case Number

Updates

• Removing special characters for SLK

2.3.14 (24/02/2024)

URL: /packaging/installPackage.apexp?p0=04tIT000000wVv4

Updates

Gender Update for DEX

• Updated Contact's picklist values. (requires manual update on upgrades)

  • 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 (need to add field, post config)

Pre-upgrade Steps

1. Turn off the Sync scheduler

2. Upgrade to version 2.3.14

Post-upgrade Steps

1. Add a new field, Gender Terms (Gender_Terms__c), text(100) on the Contact object. 

2. Update the Contact lightning record page to only display Gender Terms if Gender = '[I/They] use a different term'.

3. 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

4. Remap old/current picklist values to new picklist values. (Confirm the value changes with the client)

 suggested changes (old value -> new value)
        Male -> Man or male
        Female -> Woman or Female
        Intersex indeterminate -> [I/They] use a different term
        Not  stated/Inadequately described -> Not Stated

5. Update the Contact lightning record page/s only to display Gender Terms if Gender = '[I/They] use a different term'. (confirm layout change with the client)

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

Open

7. Replace all Reference Data where CodeType = Gender based on the Gender updates.  (Custom Settings)-->Reference Data--> Add/replace the following values:

8. Turn on the Sync scheduler.

REMINDER: Do not attempt to sync the Reference Data to avoid the creation of new sets of records in the Reference Data.

2.3.12 (1/2/2023)

URL: /packaging/installPackage.apexp?p0=04t0K0000013MxN 

Fixes 

• Sync Sessions

  • Apex Jobs Error: First error: Duplicate id in list

2.3.11 (12/1/2023)

URL:  /packaging/installPackage.apexp?p0=04t0K0000013MYg 

Enhancement  

• Client Case Member syncing

  • Added the ExitReasonCode to the request body. The ExitReasonCode value comes from the Client Case Member's object Client Exit Reason field 

• Client Case Member object

  • Client Exit Reason fields 

    • Update the picklist values Client now requires higher level of aged care → Client now requires higher level of care (label and API name)

    • Added the following picklist values:

      • Client needs have been met

      • Client needs have been met 

• Referral Source fields

  • Added the following picklist values: 

    • Linkages Program

    • CoS Program

    • Humanitarian Settlement Program

    • LAC referral

    • NDIS referral

    • Lender/ Financial agency

    • Accounting agency

    • State Government - Child Protection

    • Justice agency

    • Housing agency

Disclaimer

• If ProntoCase is already installed, the new picklist values are not activated automatically; they must be activated manually.