New Features and Enhancements in Foundations Spring 2024

The following new features have been introduced in the Spring 2024 release of Foundations.

If you are upgrading from a previous version, see Upgrading to Foundations Spring 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Foundations and Integrations Task Launcher

A new SSM – Accounting Connector Settings link is added under the Integration section, which allows for easy navigation from Foundations to the SSM – Accounting Connector Admin page. For more information, see Foundations and Integrations Task Launcher Overview.

Enhancements to Accounts Payable Automation

We have made the following enhancements to this feature:

  • Added a FDN Document Inline Message Lightning component to view the error message that appears on the Scanned Payable Document Lightning record page when a scanned payable document fails.
  • Enhanced the Review & Edit window user interface and added support for the preview panel to display multiple pages of an invoice.
  • Added the Accounts Payable Automation feature in the Feature Console to send company data to the OCR provider to improve the scanning of the company based on data given.
  • Added the feedback feature to provide feedback to the OCR provider for selective header fields of the scanned payable document that are supported for feedback.
  • Included support for the automatic population of the Company field in scanned payable documents without using email configuration (which was previously required).
  • Included support to scan multiple vendor invoices at a time through a generic email or company-specific email address for receiving those invoices.

For more information, see:

Enhanced Support of App Page KPI Cards

We have made the following enhancements to the FDN App Page Cards Panel:

  • Restyled the layout and visuals in the App Page Cards Panel Config Builder.
  • Improved the error handling.
  • You can now click anywhere in a card to open its linked list view.
  • Added icons to each card and added a checkbox in the Lightning App Builder component properties to enable you to hide them.
  • Added a checkbox and text field in the Lightning App Builder component properties to enable you to add and show a title in the panel.

For more information, see:

Hybrid Library Version

We have released some Hybrid Library security updates. The latest version has a more secure method for onboarding customers to off-platform services. The Certinia Onboarding Team must insert configuration details and secrets via a connected app. Users can update the hybrid configuration data with the Update Certinia Hybrid Configuration custom permission. Also, the Hybrid Library release introduces a new rest endpoint, custom permission, and protected custom setting to the Foundations Spring 2024 package.

Fixes

Fixes are listed on the Known Issues page of the Certinia Community. You can access this page from the Community Support Hub. For a brief description of the issues that have been fixed in this version of Foundations, see the relevant section of the Known Issues page.