SECTIONSUpgrading to Foundations Spring 2024
This page describes the changes to make when upgrading to Spring 2024.
See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.
See the Included in This Feature section under each feature for details of items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Spring 2024, see New Features and Enhancements in Foundations Spring 2024.
Foundations and Integrations Task Launcher
No upgrade steps are required to upgrade this feature to Spring 2024.
Enhancements to Accounts Payable Automation
Upgrade Steps
To start using the new Lightning record pages in Spring 2024, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that the Scanned Document Configuration Settings is configured by Certinia Support for your sandbox or production environment. |
Setting up Accounts Payable Automation |
| Enable the Accounts Payable Automation feature in the Feature Console before scanning the vendor invoice and converting it to a payable invoice. | Scanning Vendor Invoices and Convert to Payable Invoices |
| Depending on the requirement, you can choose to specify the company's specific email address on the Scanned Payable Document Email of the Foundations Company object. | Setting up Email Service for Scanned Payable Documents |
Included in this Feature
Lightning Components
|
Component |
Description |
Further Information |
|---|---|---|
|
FDN Document Inline Message |
Displays the inline message that appears on the Lightning record page when a scanned payable document fails. |
Fields
|
Component |
Further Information |
|---|---|
| Account Email | Scanned Payable Document Fields |
| Account Phone | |
| Account VAT Number | |
| Invoice Page Count | |
| Purchase Order Number |
Enhanced Support of App Page KPI Cards
Upgrade Steps
No steps are required to upgrade this feature to Spring 2024.Included in this Feature
Fields
Component | Further Information |
|---|---|
| Hide Card Icon | Certinia Cards Panel Component Properties |
| Show Cards Panel Title | |
| Cards Panel Title |
Hybrid Library Version
No upgrade steps are required to upgrade this feature to Spring 2024.
Included in this Feature
This section details the items that have been added in this release to support this functionality.
Custom Permission
Custom Permission | Description | Further Information |
|---|---|---|
| Update Certinia Hybrid Configuration | Update the hybrid configuration data for Certinia's off-platform services using the REST API. | Permission Sets and Other Technical Documentation |