Insites Docs Change Log

Change Log

Date Period

Figma - Insites Components

August 15, 2023

New Features

  • Added colours as local variables
  • Button Group
  • Component properties updated, see the Button Group documentation page for more details.
  • Colours updated to use the new local variables.
Buttons
  • Component properties updated, see the Buttons documentation page for more details.
  • Colours updated to use the new local variables.
Carousel
  • Colours updated to use the new local variables.
  • Updated buttons to use the new component.
  • Auto layout wraping feature updated for thumbnails.
Gallery
  • Component properties updated, see the Gallery documentation page for more details.
  • Colours updated to use the new local variables.
  • Auto layout wraping feature updated for thumbnails.
Heeading
  • Colours updated to use the new local variables.
  • Updated buttons to use the new component.
Loader
  • Update to use local variables for colour.
Accordion
  • Update to use local variables for colour.
  • Component properties updated, see the Accordion documentation page for more details.
  • Added placeholder to add custom content for the header.
Drawer
  • Update to use local variables for colour.
  • Component properties updated, see the Drawer documentation page for more details.
  • Added placeholder to add custom content for the header.
Dropdown
Header
  • Update to use local variables for colour.
  • Component properties updated, see the Header documentation page for more details.
Header User
Modal
  • Update to use local variables for colour.
  • Component properties updated, see the Modal documentation page for more details.
  • Added placeholder to add content for the modal.
Sidebar
  • Update to use local variables for colour.
  • Component properties updated, see the Sidebar documentation page for more details.
  • Added placeholder to add content for sidebar items and footer.
Steps
  • Update to use local variables for colour.
  • Component properties updated, see the Steps documentation page for more details.
Tabs
  • Update to use local variables for colour.
  • Component properties updated, see the Tabs documentation page for more details.
Card Select
  • Update to use local variables for colour.
  • Component properties updated, see the Card Select documentation page for more details.
  • Added placeholder to add content for the modal.
Check Card
  • Update to use local variables for colour.
  • Component properties updated, see the Check Card documentation page for more details.
  • Added placeholder to add content for the modal.
Checkbox
Code Editor
Credit Card
Date and Time
Image Picker
Input
  • Update to use local variables for colour.
  • Component properties updated, see the Input documentation page for more details.
Input Multiple
Markdown
Phone
  • Update to use local variables for colour.
  • Component properties updated, see the Phone documentation page for more details.
Radio
  • Update to use local variables for colour.
  • Component properties updated, see the Radio documentation page for more details.
Select
  • Update to use local variables for colour.
  • Component properties updated, see the Select documentation page for more details.
Select Group
Select Option
  • Update to use local variables for colour.
  • Component properties updated, see the Select Option page for more details.
Slider
Stepper
Switch
  • Update to use local variables for colour.
  • Component properties updated, see the Switch documentation page for more details.
Tel
  • Update to use local variables for colour.
  • Component properties updated, see the Tel documentation page for more details.
Textarea
Upload
  • Update to use local variables for colour.
  • Component properties updated, see the Upload documentation page for more details.
WYSIWYG Editor
Card
  • Update to use local variables for colour.
  • Component properties updated, see the Card documentation page for more details.
Charts - Sparkline
Filters
Filter Items
Info Table
Progress Bar
  • Update to use local variables for colour.

Insites Pipelines 5.8.4

August 14, 2023

New Features

  • You are now able to view History Logs related to an Opportunity

Bug Fixes

  • A scrollbar was added to the Reports filter so that all menu items can be viewed and selected 

Improvements

  • The drawer for viewing History Logs was widened for easier viewing

Insites CRM 5.5.2

August 08, 2023

Bug Fixes

  • Fixed issue with the system not being able to upload documents (files) for a custom field in a CRM Contact

Insites Pipelines 5.8.3

August 08, 2023

Bug Fixes

  • Fixed issue where data was not loading in the 'History' tab in the Pipeline Opportunities

Insites Forms 5.2.1

August 04, 2023

Bug Fixes

  • Fixed pagination issue on the 'All Forms' page
  • Fixed bug where toggle button labels are not being displayed on the form
  • Fixed issue where the following fields would not update when the Required field is filled out (front end and back end consistency):
    • Less Than
    • Greater Than
    • Less Than Or Equal To
    • Greater Than Or Equal To
  • Fixed issue where the conditional visibility is using the previous value of the input field instead of the current value
  • Fixed bug where the + and - buttons do not update visibility unless a value is provided directly 

Improvements

  • Improved the UI by using the Number input type for the default value

Insites Pipelines 5.8.2

August 04, 2023

New Features

  • Select activities in the Pipeline are now logged in the Event Stream
  • Pipeline Opportunities now have a 'History' tab

Bug Fixes

  • Fixed an issue where the dropdown filter only displays ten items. The dropdown filter item now displays all available Pipelines across all tabs and pages in the Pipeline

Improvements

  • Opportunities in the Pipeline can now be associated with multiple Contacts

Insites Forms 5.2.0

August 02, 2023

New Features

  • The Stepper UI component can now be used for the following fields:
  • Integer
  • Float

Bug Fixes

  • Fixed issues with 'rows per page' and pagination features not working on the page that displays all available forms
  • Fixed issue with the hidden field not getting saved in the form builder
  • Fixed issue where visibility and pre-filled logic for hidden fields kept being regenerated in the form code
  • Fixed bug where the UI was preventing form code regeneration after a field was deleted from the database

Improvements

  • Stepper field labels have been made optional
  • You can now set the button colour for the following buttons:
      - SAVE
      - NEXT
      - BACK

Insites Data 5.1.2

August 01, 2023

New Features

  • The Stepper UI element is now available for use on the following fields:
  • Integer
  • Float

Insites CMS 5.3.0

July 28, 2023

Breaking Changes

  • The default file path used in Content, Layouts, and Partials has been changed from modules/insites_cms/public/views/... to modules/ins_cms/public/views/.... Pages created in the module from v5.2.5 below will not be displayed in the list page
  • The Locations address fields in Globals have been changed to utilise multiple fields instead of one JSON file. 

Please refer to our documentation on How to Handle Breaking Changes to help you in updating to a new module in your Instance.

Bug Fixes

  • Fixed the issue where addresses from Globals are not displayed on the email template

Improvements

  • Added more fields for importing and exporting Content

Insites Forms 5.1.0

July 27, 2023

New Features

  • The forms now support conditional logic
  • The forms now support question logic
  • It is now possible to use conditional validation on the forms
  • The forms can now be prefilled using query strings located in the URL
  • The forms now support conditional visibility
  • Hidden fields can now be added to the form - additional fields displayed and used while not saved on the database

Bug Fixes

  • Issue fixed where a form cannot be submitted whenever an image or file is attached to the following fields:
    • Array Multiple
    • Media File
    • Media Image
  • Fixed the issue where fields were only using the left column when creating two-column fields on the stepper form
  • Fixed the issue where the drawer for the Markdown UI element does not close when you save the field

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