v1.7.0 Release Notes

Core: Fixed an issue that was preventing certain windows from being able to be scrolled using the mouse on touch-enabled devices.

Lava: Added a new Lava filter for determining if the person has signed a particular digital document.

CRM: Added a new Person History Following event type to detect and send a notice when specific changes to a person's demographic history are made for someone who is being followed.

Core: Fixed issue with a person's grade being calculated incorrectly when using a non en-US client culture.

Event: Fixed the public Event Details block to show the contact person's name correctly when using the default Lava template.

Lava: Added a new Lava webhook that can return results that are configured through Lava and vary based on the URL and HTTP method used to make the request.

CRM: Fixed the personal and organizational tags to appear under the correct headers.

Core: Updated Database Maintenance Job to use an 80% fill factor for index rebuilds, and also have an option for online index rebuild.

CMS: Fixed admin bar to allow editing of footer in DashboardStark.

Core: Added a new EntityAttributeValues block that can be used to view and edit attribute values for entities that have an existing UI (though the UI does not currently have support for editing attribute values).

CMS: Updated the Device blocks to support editing and viewing device attribute values.

Finance: Added a new Pledge Data View filter to allow filtering people by their pledges.

Group: Improved the Group List block to allow filtering on a Group Type's Purpose.

Core: Added a new control, field type, and attribute type for selecting one or more data views.

Core: Improved the Rock Cleanup job to delete attributes that are associated with an entity that has been deleted.

CRM: Improved the Person Merge block to handle the selection and merging of family attribute values.

Workflow: Updated the Person Follow Add workflow action to support following any entity type, and also fixed a bug where the Lava in the field was not being run before the value was being used.

Lava: Fixed the Lava Date filter to be precise down to the millisecond. Before, it was only down to the second.

Lava: Added new Lava shortcode feature.

Lava: Added new Lava filter to get a unique identifier (a guid).

CMS: Fixed issue where CSS files were not getting fingerprinted when using RockPage.

Lava: Added a new Lava filter that adds a CSS link to the page.

Lava: Added a new Lava filter to add a script link to the page.

Core: Fixed an issue in the ResolveRockUrl filter where in some cases the theme directory was not being appended to the URL when using /Themes/RockCommunity/.

Core: Added the ability to set and view the description of categories. This will allow users to set the description of categories for things such as DataViews and Report categories.

API: Added Swagger UI which will help users visualize and interact with Rock's REST API. It can be viewed at /api/docs.

Finance: Added block to view the fundraising progress for all people in a fundraising group.

CRM: Updated Person Bio to include person's title if they have a formal title such as 'Dr.', 'Rev.', or 'Cpt.'

Check-in: Fixed issue with Check-in Welcome screen hanging at 0:00 countdown.

CMS: Added new functionality for creating short links and tracking when people use them.

Reporting: Added new dataview filter to search for Person records that have a note containing specified text.

Finance: Updated payment downloads to report failed one-time transactions (typically ACH) in addition to payments associated with a scheduled transaction.

Core: Added a new FileSize property to the BinaryFile model that storage providers can use to store the size of a file when it is saved, and updated the database and filesystem providers to update the property.

Core: Updated the Universal Search site crawler to be able to crawl pages that have been secured (require login ID and password).

Core: Updated the File Browser to allow downloading of existing files.

Event: Updated Registration Entry block so that it will resend a confirmation anytime someone edits their registration (previously it would only send on initial registration).

Finance: Added an option to scheduled transactions for changing the account allocation. This works regardless of the gateway associated with the scheduled transaction.

CRM: Added the ability to add and remove people to security roles directly from their profile record.

Communication: Added a new job that will monitor the communication queue and send a notification if communications are not getting sent in a timely matter.

Event: Added support for Lava commands to the CalendarLava block.

Core: Fixed issue with the Attribute List grid where it would break if the attribute value contained HTML that included .

Reporting: Added new data transformations that can be used in data views to transform a list of people to their mothers, fathers, grandparents, or grandchildren.

Communication: Added a new block to display communications that are currently queued to be sent.

Core: Improved the System Information dialog to show the full Rock version number.

Group: Updated the Group Detail block to allow copying a group (security role) and all of its associated authorization rules.

Finance: Added option to have a predefined list of Batch Names when entering a new batch.

API: Added REST endpoint for sending a communication.

CMS: Improved performance of Content Channel View block by defaulting to not supporting the legacy global attribute Lava syntax, and by allowing output to be cached in addition to the content items.

Core: Fixed issue with new account entry block that would prevent existing people with a PIN number login from creating a normal database login.

Core: Updated Tags block so it can be put on any page for any Entity.

Reporting: Updated Data View Detail block to show any groups that use the Data View for group sync.

Finance: Updated the Financial Account Detail page to reflect parent/child relationships.

Check-in: Updated the server-based check-in label printing to support specifying port number override with 0.0.0.0:9100 syntax.

Lava: Added the Count parameter for Lava Entity Commands.

Group: Added ability to set security on Group Attributes.

Lava: Added 'Lava' as a Metric SourceType.

Workflow: Updated the Send Email workflow action so that sending to a group or security role can be limited to people in a specific role.

CRM: Updated Bulk Update to allow launching one or more workflow types for each of the selected people.

CMS: Changed the default cache time on the HTML block to be 0 (none) instead of 3600 seconds.

Workflow: Added a new workflow action that can be used to add a following record.

CMS: Added the option to have a block show up on all pages of a site for a specific zone.

Check-in: Updated the Schedule Builder block to allow selecting all or none of the items in the column.

CMS: Added a new No Account Text setting to the Login block to allow customizing of the message displayed when an invalid user login is entered.

Event: Fixed SignNow issue with document being sent to Applies To person rather than Assigned To and an exception that would occur when sending a required registration document.

Reporting: Added new Spouse DataView Transform.

Finance: Added Account Public Name in PledgeSummary for ContributionStatementLava.

Core: Added the ability to order campuses.

Workflow: Added a new Webhook to activate a Workflow.

Core: Added a new IRockOwinStartup interface for allowing plugins to implement OWIN functionality.

Finance: Added Transaction History block and better logging of transaction changes.

Finance: Added option to reassign saved bank accounts when reassigning transactions.

Finance: Fixed performance issue with transaction download processing when processing a large number of transactions.

Core: Added a new social security number control and field type.

Communication: Added support for Lava commands to the Email Form block.

Lava: Added new Lava Filter for getting information about the client. https://www.rockrms.com/page/565#client

Event: Added new EventOccurrencesSearchLava block.

Workflow: Added Workflow type cache objects to help improve performance of workflow processing.

CRM: Updated Relationships block so that a custom Relationships group type can be used.

CRM: Added new Giving person badge.

CRM: Added new Attended Group of Type person badge.

CRM: Updated New Family to be responsive on mobile.

Reporting: Updated the Giving Analytics filter to include option to specify that inactive and/or non tax-deductible accounts should be available for filter.

Finance: Added transaction settled information if it is available from processor, and updated transaction detail block to require a valid batch Id when adding new transactions.

Communication: Added settings to allow changing Image and Document paths on new communications for use with toolboxes.

CRM: Updated to make a child who is 18+ an adult in their own family when they are moved to a new family.

Event: Fixed event registrations so that they will no longer occasionally create a duplicate address on a family.

CMS: Updated Less compile on the Themes page to now return an error message if a compile error occurs.

Finance: Added the ability to set Transaction attributes from the Payment object.

Finance: Updated the Transaction download process to evaluate all transactions (not just those associated with a Scheduled Transaction). This allows the download to create status updates for all transactions and allows creating offsetting reversals if necessary for any transaction.

Core: Updated blocks that use 'enable Debug' and removed code related to 'Enable Debug'.

Core: Updated the ValueList field type to support using a SQL statement as its source for custom values in dropdown.

Core: Added Image Tag Template option to Image Attributes so that the resulting IMG tag can be customized through Lava.

Finance: Added support for viewing, editing and filtering on Financial Batch attribute values.

Lava: Added new {{ 'Lava' | Debug }} Lava filter which will show details about the available merge fields.

Reporting: Added new Location data view filter to make filtering by address easier.

Group: Added Click to Call to HTML of Stark GroupDetail.lava.

API: Added REST endpoint to get Rock version (/api/Utility/GetRockSemanticVersionNumber).

Reporting: Fixed AttendanceAnalytics issue where first and second visit data was not shown if a check-in group was inside a sub area.

Connection: Fixed the connection request Transfer feature to honor the default connector if the new opportunity has a default set for the request's campus.

CRM: Updated the Family View/Edit to respect attribute security.

CMS: Updated the Redirect block to support using Lava for the URL value.

Lava: Added a new Lava Filter to get the End Date from an iCal feed.

CRM: Added the ability to search by Birthdate.

Finance: Added a Transaction Details mode to the Transaction List

CRM: Added some additional configuration options to new family block to control which fields are displayed.

CRM: Added the ability to use the Prayer Request List and Entry blocks on a Person Profile page.

CRM: Updated Person Picker to allow it to show more than 20 results, and be displayed in a scroller. Now it defaults to have a max result of 60, but can be configured by changing the Person Picker Fetch Count global attribute.

Core: Added an enhanced interface for drop down lists and as an alternative to check box lists. This uses the "chosen" jquery plug-in from Harvest.

Finance: Added 'Batch Id' as a column in Transaction List.

CMS: Added the ability to add site specific Page attributes. These can be configured in the site details and edited on the page details.

Finance: Updated Reassign action in the TransactionList so that Transactions can be reassigned to Businesses.

Finance: Added UI support for Financial Pledge Attributes.

Finance: Updated Account List block so that account attributes marked as 'Show In Grid' will now appear in the grid.

Lava: Added new Lava filter FamilySaluation (http://www.rockrms.com/lava/person#familysalutation).

Finance: Added a new Giving Type context picker that can be used on a Giving History page. This allows a person that has businesses to either choose themselves or one of their businesses when viewing giving history.

Workflow: Added new Redirect and ShowHtml workflow actions.

Lava: Added two new Lava filters for reading cache objects and resolving the application path.

Group: Changed the default ordering on the group list block to be by group name.

Workflow: Added Workflow settings to automatically remove old logs and completed workflows.

CMS: Added some additional options to Content Channel Types: Option to disable the Content field, a new No Dates date range type, an option to disable the priority field, and an option to disable the status field (which treats all content as Approved).

Core: Updated the Plugin install process so that all cached items are cleared after installing the plugin and running its migrations (or install.sql file).

Group: Added option to restrict Group Context by the Campus Context.

Lava: Added new Lava filter for determining the number of days in a month.

Lava: Added new Lava filter to retrieve the value of a page property.

CRM: Updated Person Directory block to allow linking to a person profile page.

Core: Added new Rock job to automate SQL Server maintenance. Note if you have created a custom maintenance plan you'll want to either disable the job or your custom plan. [docs]

Group: Added Campus filter to Group Tree View settings panel and related data calls, and added a Group search box to the Group Tree View settings panel.

Event: Extended event registration discount codes to have additional qualifiers.

Event: Updated the Registration Template tree view to allow hiding of inactive templates.

Group: Added option to Group Member list to allow filtering group members by registration instance.

Check-in: Added the ability to easily add schedule exceptions to all schedules within the same category.

CRM: Added additional settings to New Family block to allow optionally requiring Birthdate, Address, and a Phone Number.

CRM: Updated the Person Bio block to allow disabling the following functionality.

Workflow: Added a new Summary text field to the workflow type to display a friendly summary of the status of a workflow.

Reporting: Added a data filter to filter people who have registered for registration instances of a particular template(s).

Core: Fixed issue with several jobs and a few blocks (and transactions) that were incorrectly using a non-existent ExternalApplicationRoot instead of the correct PublicApplicationRoot global attribute (which is used in the content of emails).

CMS: Added options to the redirect block to only redirect when on/not on specific networks. This will allow you to keep people in certain roles from accessing pages/sites outside of the organization's network.

Core: Changed BirthdayPicker to validate (prevent) future dates and added AllowFutureDateSelection option to the DatePicker to prevent selection of future dates.

Core: Set up XUnit and created sample tests.

Group: Updated Group Member List block to include option for displaying date added as an additional column.

Lava: Added new Lava filter for listing Notes.

Finance: Added a feature to the Scheduled Transaction List and TransactionEntry block that allows scheduled transactions (that use an 'old' gateway) to be transferred to use the new gateway.

Event: Updated Registration Entry to update an existing group member to Active and to not lose family selection on postback.

CRM: Added option to prompt for middle name in the New Family Block.

Finance: Added new job for sending notices for expiring credit cards.

Reporting: Added support for generic XValues in Line charts inside the Dynamic Chart block and for friendly formatted tooltip values in Dynamic Chart blocks (YValueFormatted).

Reporting: Updated the Attendance Analytics group filter to exclude inactive groups

Workflow: Updated the CompleteWorkflow action to allow specifying a status to set workflow to when completing (rather than always overwriting with hard-coded 'Completed' status)

Communication: Updated the SMS Communication Entry to check if current user has a number associated with them and if so default to that number.

Group: Fixed Group Member Remove Workflow Action removing all groups.

Connection: Added ability to configure multiple group types/roles/statuses for connection opportunities

Group: Added an option to show a CampusFilter on the GroupMap. To enable, edit the block settings.

Finance: Added Payment Detail entity attributes to the Transaction Detail and Transaction Matching blocks.

Group: Added option to the Group Member Remove from URL to inactivate the person instead of removing them completely. Also allowed the group to be passed by Guid if desired.

Finance: Updated Batch Detail block to save new batches with status of 'Open'.

Finance: Added PublicName and Description to AccountSummary on the Contribution Statement.

Workflow: Updated PostAttendanceToGroup action to add Campusid and allow attendance without group membership.

Core: Updated Date Picker control to make keyboard entry easier.

Group: Updated Group finder to show an info window if no detail page.

Communication: Fixed Mailgun webhook bounced email event.

Group: Added a setting to display groups only under a selected group.

Connection: Fixed bug where the idle count of the My Connection Opportunities block showed items that were not idle.

CMS: Fixed displaying of corrupt images in the file browser. Before it would produce an out of memory exception. Now it returns a placeholder image noting that the image was corrupt.

Communication: Updated the Email Form block to provide some additional styling options.

Connection: Updated My Connection Opportunities block to hide inactive Opportunities that have no open requests and include an 'inactive-item' class when inactive.

Workflow: Added new Workflow field/attribute type and added new workflow action to set status on another workflow.

Workflow: Added job that will complete workflows older than a certain age.

Finance: Added the ability to have chapters in the Contribution Statement Generator.

Lava: Added three new Lava filters to Add/Get/Delete user preferences. This allows your Lava to save settings about a person to retrieve on future runs. For instance, you may want to save the last time the Lava ran to filter data by on future runs. Additional documentation can be found at http://rockrms.com/lava.

CRM: Added an optional Custom Content block setting to the person Bio block that allows adding additional content.

CMS: Added property to the page to add a CSS class to the body tag. The theme must define the body tags as in order for this to work.

Finance: Added the option to give as a business to the Transaction Entry block.

Event: Added block for listing active registration instances.

Workflow: Fixed Remove Person from Group Using Attribute Workflow Action removing all groups.

Workflow: Added workflow action to start a Job.

CRM: Added the ability to view Lava-based contribution report on the person profile page.

Workflow: Added a new workflow action to create short links.

Group: Added new block to allow rapidly entering attendance data (such as for a worship service).

Core: Updated Person Tokens to have options of a specific page, a max usage, and expiration date.

Finance: Updated credit card labels not to assume 'credit'.

Core: Updated tags to support security and categories.

Core: Updated the Bing location verification service to only consider a match if the entity type returned is 'Address' vs. a 'PostalCode' or 'Neighborhood' type match.

Core: Updated the Following By Entity block to support deleting a following record.

Workflow: Updated the MyWorkflows block to include a new block setting for limiting workflows to specific categories.

CRM: Updated the Public Profile Edit block to allow disabling of the First and Last Name fields.

Event: Updated the Registration Instance block to show registration start and end dates when viewing details.

Communication: Updated the Send SMS workflow action to allow using an attribute that is a Memo field type in addition to Text field type.

Workflow: Updated the name of the MyWorkflowsLiquid block type to MyWorkflowsLava.

Event: Updated the Person Attribute Select field used when adding a person attribute to a registration template form to also indicate the ID and key as a tooltip in order to help identify multiple attributes with the same name.

Workflow: Updated the workflow entry block to evaluate route parameter values (in addition to just query string values) when attempting to match workflow attribute values to set.

CRM: Fixed a line break issue in the Contact Information column of the Business List block.

Core: Added the ability to save WiFi Presence information about a device and the person associated with that device.

CMS: Added the ability to configure a favicon image specific to each site.

Lava: Added URL Lava filter to parse a URL into individual component parts.

Finance: Updated the transaction download process to actually create a zero-dollar transaction whenever a scheduled payment fails to process, and added the option to launch a workflow and/or to send an email to the person who created the schedule when this happens.

Core: Added option to the Date Field type to have a Future Years setting when using the date parts picker.

Workflow: Added option to set the WorkflowType of the Activate Workflow action from an attribute.

Workflow: Added workflow action to write to interactions table.

Core: Updated the logging of URLs (page view interactions, short links, email clicks, etc.) to also obfuscate impersonation parameters (rckipid) even when it is part of a page route (in addition to when it is used as a query string parameter).

Finance: Added logic to Fundraising Progress block to function on a single participant.

Lava: Added a new Lava command to allow you to place a stylesheet into the page head with support for Less compiling and caching. https://www.rockrms.com/Lava/Stylesheet

Reporting: Improved the performance of Attendance and Giving Analytics reporting.

Core: Added support for word clouds.

Core: Added security verification block under Admin Tools > Security to show the effective permissions on a specific entity.

Reporting: Added Last Attended and First Attended as options on the InGroups person datafilter.

Finance: Updated the Total Giving report select field to optionally be able to query analytics tables to improve performance.

Finance: Fixed an issue with NMI transactions being saved without a credit card type.

Lava: Added a new Javascript Lava command for adding scripts to your page. This is especially helpful with the new Lava Shortcuts.

Lava: Updated the SQL Lava command to allow the results to be used with the other Array filters, such as Where, Select, Property, etc.

CRM: Added a new option to the Actions list on the person profile to allow downloading a vCard.

Core: Updated metric security so that they inherit permissions from their category.

CMS: Added support for configuring content channels to allow tagging of items.

Core: Added the ability to set MEF component attribute values from the web.config file.

CRM: Fixed an exception that would occur when trying to merge a person who does not have a family group.

Communication: Updated the Safe Sender check when sending emails to allow for the option of not updating the From Address if all recipients belong to a Safe Sender domain.

Finance: Updated the Transaction Entry block to display a warning if the Test Gateway is being used.

CMS: Added the ability to select existing Content Channel Items when configuring Calendar Event Occurrences.

Finance: Added the ability to set default frequency and dollar amounts for accounts passed in the URL to Transaction Entry block.

Communication: Added a new Communication Wizard for creating communications.

Workflow: Added a new workflow action for setting any property value on any entity.

Workflow: Added a new workflow action for setting any attribute value on any entity.

Core: Added a User Login related data view filter for Person data views.

Group: Added a block setting to the Group Detail block to toggle the display of the address below the map. This keeps you from having to edit the group to see the actual screen address of the group's location.

Workflow: Added a new workflow action to set the connector on a connection request.

Core: Added the ability to set a link URL on an image in the Summernote editor.

Finance: Added an attribute to Fundraising Opportunity Types that allows overriding the Donate button text.

Check-in: Added an option to search by security code to the Check-In Manager.

Finance: Added a setting to FundraisingDonationEntry to allow for automatic selection when only a single active participant exists.

Finance: Added the following additional financial security actions that can be secured separately from the normal view/edit/administrate actions: Batch Delete; Transaction Refund; Filtering Transaction List by Person.

Communication: Updated the Communication Wizard to allow an image or other file can be attached to an SMS message.

Group: Updated Group Placement with Events to only hide individuals who are already Active members of an Active group.

Finance: Updated the Transaction List block to show an account summary when used on a batch detail page, and added a block setting that can be used to hide the account summary.

Workflow: Updated the Group Member Add workflow action to allow setting the status of a member when added.

Connection: Updated Connection Request to require a follow-up date when state is set to Future Follow Up.

Group: Updated the Group Finder block to optionally show the Day Of Week filter as a multi-select checkbox list.

Workflow: Updated the Background Check to use the new SSN field type rather than the encrypted text field when storing the SSN number, and updated the workflow to blank out the value when done rather than setting it to xxx-xx-xxxx.

Core: Added the option for login cookies to be able to span subdomains.

CMS: Updated the Page Settings to show the blocks requesting the page context parameter.

Group: Updated GroupList block to have an AdditionalColumns block setting that can be used to add additional columns to the grid using Lava for the column value.

Event: Updated the internal Registration detail block to accept payments when using a three step gateway (NMI).

Communication: Added a new Communication List Subscribe block where a person's communication list subscriptions can be managed.

Communication: Added an option to unsubscribe from a communication list.

Communication: Added security to Communications based on the Communication Template that was used.

Core: Added the ability to categorize and secure tags, and updated tag blocks to support additional entities.

Reporting: Updated BI Analytics to include any Family Attributes that are marked as IsAnalytic.

Event: Updated Event Item Occurrences block to support editing attribute values.

Group: Updated Group Member Attributes datafilter to prompt for GroupType first and fixed issue that would prevent Group Member attribute filters from working correctly.

Communication: Updated the Unsubscribe (Email Preference Entry) to give an option to unsubscribe from any communication lists that the user belongs to. This option will only show if the user is unsubscribing from email that was sent to a communication list.

Lava: Updated the Sort and SortByAttribute Lava Filters to support sorting in ascending or descending order.

Core: Added interaction cache objects and updated Interaction Add workflow action to use cached objects.

Workflow: Added a new workflow action that can set a File Attribute using Lava.

Core: Fixed unnecessary creation of Rock database context objects to improve performance.

Lava: Updated Lava to cache parsed templates in order to improve performance.

Lava: Updated Lava to use compiled regular expressions to improve performance.

Core: Updated Rock Jobs so they will send notification emails.

Workflow: Updated Send SMS Workflow action to allow an attachment.

Core: Updated the Group Picker to correctly select all children when the child nodes in the tree have not yet been loaded.

Lava: Added new GroupById and GroupByGuid Lava filters to retrieve a group by its ID and Guid respectively.

Reporting: Updated the Dynamic Data block and Reports to be able to specify alternate column(s) to use as the recipient for communications, and updated reports to be able to select column values to be included as merge fields on a communication.

Core: Updated the DatePicker control to allow setting a minimum date (so it can be used to prevent past dates).

CRM: Updated the Tooltip text on the family attendance badge to indicate that attendance is only for child when viewing a child's record.

Communication: Added a configurable logo to Communication Templates.

Reporting: Added a new data view filter for Person data views for filtering based on whether a person is included in a Personal Device data view.

Core: Fixed controls to scroll correctly when using a mobile/touch device.

Core: Fixed various controls not honoring the Required property.

Finance: Added Account filter block setting to various Finance blocks so they can be configured to only allow specific accounts.

Reporting: Added BI Analytics to include a Campus Dimension with support for Campus Attributes.

Core: Added support for plugins to specify inherited attributes on custom entities.

Communication: Updated Communication Template Editor to allow custom Lava fields that can be easily edited, and an advanced mode where Lava fields can be created and integrated into the template.

Finance: Updated the Transaction Detail block so it does not consider other transactions with same check number (transaction code) as a related transaction or when calculating the default refund amount.

Communication: Added the ability to copy a Communication Template.

Communication: Updated the sending of communications to an email address so that it will track opens/clicks.

Finance: Updated transaction list to display and support filtering of attribute values and the foreign key field.

Event: Added an additional Register security action that can be used to give the ability to add/edit/delete registrations and registrants without the ability to edit the registration instances.

Lava: Added a new Right Lava filter which returns the rightmost part of a string of the given length.

Connection: Added an option to select the connector when transferring a connection request.

Connection: Updated Connections to allow setting security on Connection Opportunities and update blocks to use security consistently.

Core: Improved the performance of the group picker control when selecting a large number of groups.

Core: Added framework for linking Rock to phone systems (PBX). The features added allow for plug-ins to be created for specific phone systems to allow for features such as creating interactions from call detail records and click to call.

Core: Added FontAwesome 5. Be sure to see the documentation for updated information on its usage.

Connection: Updated Connection Request Transfers to prompt for who the new connector person should be. It now has the option to keep the current connector, use the default, select a specific person, or select 'No Connector'.

CMS: Updated the Less compiler in Rock to allow for variable overrides. Basically this means that the last implementation of the variable will be the accepted value. This more closely aligns to the pattern of Less.js.

CRM: Updated the custom content area on bio bar to render correctly.