Insites Docs Change Log

Change Log

Date Period

API v5.2.0

August 28, 2025

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New Features

  • API v2 Controllers are now accessible. Please refer to the documentation site for usage instructions.
  • Introduced a new view for GraphQL. You can now view, create, edit, and delete your GraphQL queries.

Improvements

  • Renamed "API Endpoints" to "Custom API Endpoints" for clarity.
  • Custom API Endpoints created in different modules are now displayed.
  • Removed the requirement for metadata for Custom API Endpoints to appear in the IIA. Note: Your endpoint must have a .json format to be shown in the IIA.
  • Added a delete function for Custom API Endpoints.
  • Removed Reports view. Its not functional and not related to Custom API Endpoints.
  • Various UI improvements.
  • Various improvements to v2 API documentation.

Bug Fixes

  • Fixed an issue where the breadcrumb link for the home page was not working.
  • Array payloads are now displayed correctly.
  • Fixed an issue where all values in the sample request were enclosed in quotes.
  • Various bug fixes.

Breaking Changes

  • Removed the Archive and Restore functions from Custom API Endpoints. All previously archived endpoints have been restored.
  • API Keys have been replaced by Authorization Policies.

Events v5.5.2

August 20, 2025

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New Features

  • Ticket Pricing and Grouping
    • Added a new feature to define ticket pricing and grouping, allowing for more flexible event ticket management. This new feature introduces a more flexible and robust system for managing event tickets by redesigning the underlying data structure.
    • Redesigned Data Flow
      • The core of this feature is a conceptual change. The event_venue_area table has been reframed as a "Pricing Division" to better reflect its purpose in the new system. While the table name was not changed to prevent breaking changes, its functionality has been significantly expanded. Users still have the control how many people can avail the tickets.
      • A new "Pricing Division Tiers" table has been added to the database. This table allows for multiple price points to be associated with a single Pricing Division, giving event organizers the ability to offer different ticket prices (e.g., Early Bird, General Admission, VIP) within the same area.
      • To support this new model, several fields were added and deleted from the existing event_venue_area and event_ticket tables. IMPORTANT NOTE: Two new migration files were created to update the database schema, ensuring a smooth transition for existing data.
    • User Interface and Display
      • The ticket form has been updated with new fields and dedicated sections. A new accordion was also added to the drawer form to highlight the price, tax, and total details.
      • With the new fields introduced in the data tables, additional column display options have been added to the Events and Tickets list tables.
      • To ensure all users can see these new fields, a migration was created to reset the current column lists for all accounts. This ensures that the new display options are immediately available and align with the updated data structure.
    • New Integrations
      • We have also introduced 2 new row actions on the Tickets table for managing group tickets:
        • Edit Group
        • Delete Group
      • Additionally, a new feature has been added that allows you to change the type, division, and tier of existing tickets. When these changes are made, the tickets_remaining count is automatically updated across all related tables, including event, division event_venue_area, and event_pricing_tier, ensuring data consistency.
    • V2 API Endpoints
      • New V2 API endpoints for event tickets have been added to the system.
      • The new API-to-controller setup is now complete, ensuring that client-side data retrieval (via API) and server-side rendering (via controller) are handled with optimal efficiency.

Improvements

  • Event and Ticket Management
    • Updated the Event's Details and Venue Tabs.
    • Added the ability to clear a field in the dropdown for an event form.
    • Added additional options for Ticket's Confirmation Status.
    • Added new search and filter options for the Tickets List table.
    • Added new fields to the available columns to display in the Tickets List table.
  • Data and Integrations
    • Added an event in the event stream when deleting an Event.
    • The email address is now shown in the CRM Contact Fields data source.
    • Purchaser fields are now shown in the Ticket form.

Bug Fixes

  • Event and Ticket Data
    • Fixed the issue with the total_tickets_sold field in the Event columns.
    • Corrected the Event's geojson data when editing.
    • Fixed the issue with Custom Fields datetime.
    • Fixed various "Type Error" issues.
  • System and UI
    • Fixed the Attendee Company field toggle to a text box when not using a CRM Company.
    • Fixed the Paginated List Delete flow for both bulk and row actions.
    • Removed page and size parameters from the get_filter_options function which prevented some lists being displayed correctly.

Breaking Changes

  • Table Updates
    • event_venue_area
      • Added
        • name
      • Removed
        • is_individual_ticket_enabled
        • individual_ticket_price
        • individual_ticket_price_2
        • individual_ticket_price_3
        • is_group_ticket_enabled
        • group_ticket_price
        • group_ticket_price_2
        • group_ticket_price_3
    • event_ticket
      • Added
        • reference_code
        • row
        • seat
        • event_venue_area_uuid
        • event_pricing_tier_uuid
        • price_includes_tax
        • tax_type
        • purchased_by_company_uuid
        • contact_company_phone_number
        • contact_company_phone_country_code
        • contact_company_email
    • event_pricing_tier (NEW)
      • uuid
      • event_uuid
      • event_venue_area_uuid
      • capacity_type
      • name
      • price
      • price_includes_tax
      • tax_type
      • tax
      • availability_start_date
      • availability_end_date

For further information about the Event Tickets object please see the API V2 Documentation at {{your_instance_URL}}/admin/api/events/event-tickets/overview

Ecommerce v5.10.4

August 08, 2025

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New Features

  • Added the ability to continuously add order items.
  • New endpoint for adding multiple order discounts.
  • New product table field - is_sale_price_tax_included.
  • New quote_item table field - unit_price_includes_tax.
  • New order_item table fields - is_use_sale_price , unit_price_includes_tax.
  • New product_variant table fields - is_tax_included , is_variant_sale_price_tax_included.

Improvements

  • Added loading for notify/confirm popups.
  • Contact/Company content and form layout updates.
  • Quote Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Order Item Tax Fields layout updates. Improved calculations. Fixed display values.
  • Product Fields layout updates. Improved calculations. Fixed display values.
  • More fields options for Products table display fields.
  • Various Product tabs and variants and form improvements.
  • Tax and total calculation improvements on products and variants.
  • More display field options and more accurate display values on products and variants.
  • Add loading to modal and notification/dialog on Order Payment.
  • Order Billing contact various improvements.
  • Order Billing company various improvements.
  • Order Billing address various improvements.
  • Order Item UI improvements.
  • Updated Order list default Search by field.
  • Add ability to add shipping package on create Order.
  • Event stream UI updates.
  • Add ability to delete shipping information (company/contact/address).
  • Add ability to delete order note
  • Add ability to delete billing information (company/contact/address).
  • Order Shipping/Billing company/contact/address form layout update.
  • Fixed filters on mobile.
  • Fixed order values showing extra decimals.

Bug Fixes

  • Fixed issue where media files are not included when creating order from a quote.
  • No value showing on Quote Company Name.
  • Fixed issue on downloaded PDF's content values.
  • SEO data for ecommerce doesn't reflect properly.
  • Fixed issue where some Custom fields drop-up options are hidden.
  • Fixed validation errors when adding order items.
  • Exporting orders has "Billing Lattitude" where it should be "Billing Latitude".
  • Fixed issue where Freight method and freight option when adding shipping package from endpoint.

Insites Components v2.15.4

August 01, 2025

Bug Fixes

  • Fixed an issue where the Prev(<) and Next(>) buttons were not working in the ins-gallery component
  • Minor bug fixes

CRM v5.12.4

August 01, 2025

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New Features

  • Sponsor information from Events is now displayed under the Events tab on Company records.
  • Allowed users to delete their Twilio configuration.
  • Triggered a webhook when custom fields on a Contact were edited.
  • Triggered a webhook when custom fields on a Company were edited.

Bug Fixes

  • Fixed an issue where the default_address could not be updated via the Update Company v2 API.
  • Added missing id to the v2 API response of the Task Comment endpoint.
  • Corrected documentation for the following v2 API endpoints: Get Task Comments, Get Contact Relationships, Get Contact Addresses, Get Company Relationships, Get Company Addresses, and Get System Fields.
  • Fixed an issue where a contact without a profile could not be updated via the v2 API.
  • Fixed a bug where profiles could not be removed when adding contacts.
  • Fixed missing data in the Twilio Configuration Update email.
  • Fixed an issue with the login redirect flow.
  • Various minor bug fixes.

Improvements

  • Updated the format of the custom fields data columns.
  • Various UI and UX improvements.

Breaking Changes

  • Updated the webhook payload to a more structured format, now aligned with the v2 API response object.

Data v5.6.0

July 18, 2025

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New Feature

  • UI for setting Database File Path.
  • Ability to delete Image Versions.

Improvements

  • Add option for exporting created_at and updated_at
  • UI and UX Improvements.

Bug Fixes

  • Fix filtering on date time fields.
  • Fix image version saving of height and width.
  • Fix tooltips on Media field type.

Insites Components v2.15.3

July 09, 2025

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New Features

  • New component: ins-input-search
    • Search input box component that dynamically generates search options.
  • ins-table
    • Multiple Tags - allow multiple tags for tag columns.
    • Timezone Overlay - overlay for multiple timezone for type: date_time columns.
  • ins-timeline-item - Use hex colors for timeline item.
    • Attributes
      • hex-color
      • font-hex-color
      • border-hex-color
      • background-hex-color
  • ins-filter - Customize date and time format for with-date-filter attribute.
    • Attribute: date-time-format

Ecommerce v5.10.3

July 04, 2025

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New Features

  • Included custom fields in quote customizable columns.
  • Included additional fields in quote customizable columns.
  • Added a custom field quick view for quotes and orders.
  • Webhooks are now triggered when a quote's custom field is updated.
  • Webhooks are now triggered when an order's custom field is updated.
  • Webhooks are now triggered when creating or updating an order via the v1 API.
  • Webhooks are now triggered when creating or updating an order via the v2 API.
  • Webhooks are now triggered when creating or updating a quote via the v1 API.
  • Webhooks are now triggered when creating or updating a quote via the v2 API.

Improvements

  • A quote webhook is now sent when a quote item is updated.
  • Implemented various UI and UX improvements.

Bug Fixes

  • Added missing address values to the quote PDF.
  • Fixed a missing ID in an API example response.

Breaking Changes

  • Removed tracking_code from the quote schema.

Forms v5.5.5

July 01, 2025

Improvement

  • Add edit link for CMS Layout

Bug Fix

  • Fix workflow form submission details

Events v5.5.1

June 27, 2025

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New Features

  • Sample Ticket PDF Layout
    • A new, customizable ticket PDF layout is now available for events, enabling users to preview the exact design in the PDF.
  • Bulk Download and Generate Ticket PDF Action
    • Users can now efficiently download and generate multiple ticket PDFs simultaneously, streamlining the ticket management process.
  • v2 API Endpoints
    • We are excited to introduce a completely new set of Events v2 API endpoints.
    • These new endpoints cover:
      • Events
      • Event Speakers
      • Event Sponsors
      • Event Expenses
      • Event FAQs
      • Discounts
      • System Fields.
    • They offer improved data structures, enhanced functionality, better performance, and greater flexibility for integrating and programmatically managing your event-related data.

Improvements

  • Event Name in Table Fields
    • Users can now include the Event Name directly in table views, making it easier to identify and manage events at a glance.
  • Independent Ticket List Settings
    • The global ticket list and event-specific ticket views now have independent filter and display field settings, allowing for more tailored data presentation.
  • "Draft" Status for Events
    • Events can now be saved as a "Draft," providing flexibility to prepare event details before making them public.

Bug Fixes

  • Delete Ticket Flow Enhancement
    • The ticket deletion process has been improved to gracefully handle scenarios where the associated event no longer exists.
  • Device Time for Check-in Details
    • The check-in process now accurately records the device's local time, ensuring consistent and reliable time tracking for ticket attendance.

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