Spring 2024 Release Notes

2024 Spring

2/12/2024 2.3.0-2.3.16

  • Feature: New Related List Functions
    • COUNT(RelatedListName) - counts the total of Related Records
    • AVG(RelatedListName.FieldName) - calculates the average of a field in Related Records
    • MIN(RelatedListName.FieldName) - finds the minimum value of a field in Related Records
    • MAX(RelatedListName.FieldName) - finds the maximum value of a field in Related Records
  • Feature: New Destination Options
    • Batch Merge (Single Document per Record)
      • Attach to Related Record: Attach each document to a corresponding Related Record
    • All Multiple Records Merge
      • Attach to Current Record: Attach all documents to the Record from which a merge is initiated
  • Feature: New PDF options (Pilot)
    • Add a watermark with custom style (font, size, angle, color)
    • Password protect
  • Feature: Template Builder display merge fields for “From Report” Routines
  • Enhancement: Show Preview (PDF option) is now available for One Document per Record (Batch) merges
  • Enhancement: An external credential can now be used to connect to Mambo Merge API
    • A named credential named “Mambo” is required
    • Adding the API endpoint as a Remote Site Setting is still supported
    • API endpoint: https://api.mambomerge.com
  • Enhancement: Upload multiple templates at once directly from Mambo Merge Routine Wizard
  • Enhancement: Improved warning message for mismatched Conditional(“if:") tags
    • In the Browser Console logs, Mambo Merge will now display the mismatched tag as a warning. Helping Users to identify the mismatched Conditional tags.
    • Requires Debug Mode on
  • Enhancement: Progress bar now shows for all document merges
  • Enhancement: Update for PDF Previews and Immediate Download Destination
    • Includes new Error messaging to update Session Settings
  • Enhancement: Spacing Preservation in Template XML files
  • Enhancement: Set User Defined Limit for Multiple Records Merges and limit for Related Lists in Routine
  • Enhancement: Minor UI and speed improvements
  • Fix: Lightning Web Security (LWS) issues
    • Show Preview now displays a link instead of freezing when LWS is enabled
    • Downloading from a List View merge now works consistently but requires LWS to be enabled
  • Fix: For “Record Where” Routines, Fixed Filter Logic breaking if there are greater than 10 conditions
  • Fix: Fixed header/footer and Send Email address fields not getting queried
  • Fix: Fixed images not showing in PDF conversion sometimes
  • Fix: Fixed Related Lists queried properly and Order by “Descending”
  • Fix: Fixed Routines not loading on Salesforce Mobile
  • Fix: Free(style) error messaging
  • Fix: Minor bug fixes and stability improvements