v1.5.0 Release Notes

  • API: Added two new REST Endpoints: /api/Groups/ByLocation and ~api/Groups/ByLatLong.

  • API: Added file upload REST endpoint for BinaryFilesController.

  • Event: Added ability to group event occurrences in the calendar by event.

  • Event: Added ability to follow an Event Item.

  • Event: Updated core Calendar.lava and EventItemList.lava to display the date range of an Event instead of just the first date/time if the event occurrence spans multiple days.

  • Event: Updated CalendarItem.lava to show all the dates of an event instead of just the first one if the event occurs on multiple dates.

  • Event: Added context object to EventItemListLava block.

  • Event: Updated EventItemListLava block so that campuses is not required.

  • Event: Updated calendar to no longer lose selected date when switching between view modes.

  • Event: Added 'External Website Ads'

  • Event: Fixed exception that would occur when using the Event Item Occurrence List By Audience Lava block without a date range filter (and recurring events without an end date exist).

  • Check-in: Added 'Family' check-in functionality to allow checking in multiple family members at the same time.

  • Check-in: Update Check-in Configuration to make it easier to modify settings and edit a large number of areas/groups.

  • Check-in: Updated the check-in welcome message that is displayed when there are not any more active schedules so that it reflects that it is only considering schedules for the current day.

  • Check-in: Updated the check-in manager to exclude people who have checked out

  • Check-in: Updated Check-in Manager to display the Attendance Code for each person currently checked into a location

  • Check-in: Updated the Check-in Manager's person profile check-in history to include the security code for each check-in.

  • Check-in: Added 'GroupMembers' as an available merge field on check-in labels that will contain the group member record for the groups that person is checking into if they are a member of those groups. This Lava would print the role of person in group: {% for groupMember in GroupMembers %}{{ groupMember.GroupRole.Name }}{% endfor %}

  • Check-in: Refactored Attendance Analytics to improve performance

  • Check-in: Updated Attendance Analytics to support selecting a specific set of group types to display and added campus filter the Check-in Group block.

  • Check-in: Updated Attendance Analytics to include the location (room) that person last checked into.

  • Check-in: Added birthdate as field that is included when exporting Attendance Analytics.

  • Check-in: Added schedule as an additional optional filter in Attendance Analytics block

  • Check-in: Fixed issues with attendance history filters not persisting

  • Check-in: Updated Attendance History block to only consider check-in start date when using a date-range filter.

  • Check-in: Added new FilterGroupsByGradeAndAge workflow action that will match groups first by grade

  • CMS: Added a new 'Link List Lava' block that makes it easy to add/edit/secure and format a list of links.

  • CMS: Added a new block for building forms that allows a logged in user to enter person attribute information and optionally launch a workflow.

  • CMS: Added new DynamicChart block which will display a line chart based on the results of a SQL query.

  • CMS: Added a utility block that allows you to logout a user when they visit a page.

  • CMS: Added a block that allows you to remove a person from a group based on query parameters.

  • CMS: Updated the EmailForm block to allow using Lava merge fields in the From

  • CMS: Added option to Login block to customize the text that is shown on the New Account button.

  • CMS: Added new Person Context Setter that can be used to set a Person context for a Page or Site.

  • CMS: Added setting to the Campus Context setter to default to the current person's campus (default is disabled).

  • CMS: Added new fields to allow sites to add content to the page header and also to enable/disable site indexing.

  • CMS: Added the ability to control the X-Frame-Options and Content-Security-Policy HTTP headers per Site so that trusted domains can be allowed to embed the site (such as iframes).

  • CMS: Fixed issue with routes not getting removed from routing table when a page is deleted.

  • CMS: Added the ability to set page and block security from the Page Map (Admin Tools > CMS Settings > Page Map). No more locking yourself out...

  • CMS: Added the ability to set email preference in the AccountEdit block.

  • CMS: Added Next Available Username message to the User Logins block to help an admin figure out the next available username in situations. For example: jsmith1

  • CMS: Added the ability to require phone number on Account Entry block.

  • CMS: Updated security so that inactive security groups/roles are ignored when checking security.

  • CMS: Updated Font Awesome to v 4.6.1

  • CMS: Upgraded google analytics tracker to latest.

  • Connection: Added ability to add comment to a new Connection Request.

  • Connection: Added 'Days Until Request Idle' property to ConnectionTypes so that each one can have its own idle time.

  • Connection: Added feature that will scroll the screen to the connections grid when a connection type is selected and the grid is not visible.

  • Connection: Added ability to require a placement group before connecting a connection request.

  • Connection: Changed the MyConnectionOpportunity block to show different notification counts based on the state/status of the requests.

  • Connection: Added the ability to add Lava to the Connection Summary and Descriptions fields for display on the external site.

  • Connection: Added option to My Connection Opportunities to show last activity note.

  • Connection: Added a last activity filter to My Connection Opportunities.

  • Connection: Fixed checking of connection state in 'Connected' workflow trigger.

  • Connection: Updated connection request detail to display current requests placement group as an option even if the connection type no longer is configured for that group.

  • CMS: Fixed Content Channel Item List to show attribute columns when attribute is associated with the channel (vs just the channel type).

  • Finance: Updated Rock to support using a three-step payment gateway (NMI) for registration and transaction entry.

  • Finance: Added the ability to filter transactions by campus.

  • Finance: Added option to transaction list on person profile to allow reassigning transactions to another person.

  • Finance: Updated transaction detail block to prevent editing a transaction if it belongs to a batch that is closed.

  • Finance: Added support to Transaction Detail block for updating/editing FinancialTransaction attributes.

  • Finance: Updated Scheduled Transaction Summary to include all schedules with same giving leader id.

  • Finance: Updated the recurring transaction download job (and block) to automatically create an offsetting reversal transaction if a failed transaction is downloaded and that transaction was previously downloaded as a successful transaction. Also added a new workflow that will be launched whenever a reversal transaction is created.

  • Finance: Updated Transaction Entry block to save the comment field value to the transaction summary field when creating new transactions.

  • Finance: Removed the Bank Account Name field from Transaction Entry screen as it is not needed to process ACHtransactions.

  • Finance: Updated Giving and Attendance chart data grids to display descriptive header text instead of SeriesId. Also includedGL Code in grid when graphing by Account in Giving Analytics grid.

  • Finance: Updated Transaction Matching block to only display and allow selecting of active accounts.

  • Finance: Updated Giving Analytics block to hide the 'Is First Gift' and 'First Gift' columns when viewing first time givers.

  • Finance: Updated Giving Analytics block so that when creating a merge document from list of people

  • Finance: Added Last Gift dates to Giving Analytics.

  • Finance: Updated Pledge Analytics block to include any child accounts when calculating contributions made to an account.

  • Group: Added option to Group Tree so show child group counts or member counts.

  • Group: Added the ability to set unique group capacities.

  • Group: Added flag to group type to indicate that attendance in a group of that type counts as attending a weekend service.

  • Group: Added option to GroupMap to show all child groups in the map.

  • Group: Added block setting to show/hide campus filter on group member list.

  • Group: Added the option to filter the group member list block by gender.

  • Group: Added birthdate and age to the Group Member list Excel export.

  • Group: Added optional First/Last attendance dates to group member list if group takes attendance and block setting is configured to show dates.

  • Group: Updated Group Member List block to exclude inactive members when sending communication.

  • Group: Added option to Group Member List block to hide the 'Move to another group' button.

  • Group: Updated groups so that group member status changes are logged to person history.

  • Group: Added option to GroupDetailLava to hide the 'Inactive' option for Group Member Status

  • Group: Added an option to GroupFinder to sort the results by Distance and limit number of groups with a PageSize option.

  • Group: Added the option to filter the group list block to a specific group type id.

  • Group: Changed default date range for Group Attendance to 3 months instead of a year (date filter can still be changed per user).

  • Group: Added campus filter to group attendance list. This will filter the attendance count and rate values by the people whose campus is the selected value.

  • Group: Added an optional campus filter to the Group Attendance Detail block.

  • Group: Fixed issue with Role specific Group Requirements still showing warning icon for members of group with a different role.

  • Group: Updated Group Finder to prevent adding attribute filters for attribute field types that do not support filtering.

  • Group: Fixed display of Group Name when using option to display group path and selecting a specific group type.

  • Lava: Added new SortByAttribute Lava filter.

  • Lava: Added new FromMarkdown Lava Filter.

  • Lava: Added new RegExMatch Lava filter for providing regular expression matches in Lava.

  • Lava: Added new SundayDate Lava filter.

  • Lava: Added new Campus Lava Filter which will return the Campus or Campuses that a person belongs to.

  • Lava: Added new FromJSON Lava Filter.

  • Lava: Added new EscapeDataString Lava Filter.

  • Lava: Added new PersonByGuid Lava filter.

  • Lava: Deprecated the ZebraPhoto Lava filter in favor for new ZebraPersonPhoto which has new optional fields to adjust image brightness and contrast.

  • Lava: Added an option to include all dates when using the DatesFromICal Lava filter.

  • Lava: Added Lava filter to return group member info if a person is in a specific group.

  • CRM: Added new badge for showing if a person is in a group with a specific group type purpose (e.g. where the purpose is 'Serving'.)

  • CRM: Updated the AddFamily

  • CRM: Added setting to display the middle name of a person on the bio block.

  • CRM: Updated formatted age display to work properly for people less than one year old.

  • CRM: Added option to the Notes block to limit the entry/display to a specific subset of note types for the configured entity type.

  • CRM: Updated Notes so they will automatically render any Markdown in the Text into HTML. Also

  • CRM: Update Person History block so that history items are not displayed for any category that current user does not have authorization to view.

  • CRM: Changed Combine Giving With to show the family name along with the list of names of the family members when editing a person

  • CRM: Allow the toggling of showing inactive campuses on the Add Family block using a block setting.

  • CRM: Updated saving of a person record to check if anniversary date was updated and if so make same update to spouse's record.

  • Prayer: The PrayerRequestEntry block's Save Success Text can now use Lava in order to display different messages based on the prayer request (or its Category) and the block can also initiate a Workflow with the PrayerRequest as the Entity if configured.

  • Event: Updated Event Registration to allow each instance of a template to specify a different cost.

  • Event: Updated registration detail block to allow moving registration to an inactive instance

  • Event: Updated registration detail block to allow specifying the person who is making a payment rather than automatically assuming it is same person who did the registration.

  • Event: Added Grade as an available field in event registration forms.

  • Event: Added ability to copy EventItemOccurrences.

  • Event: Added an In Group filter to Event Registrants grid to help identify registrants that haven't been added to the target group yet.

  • Event: Updated Registration list so that registrations can be sorted by Total Cost or Balance Due without causing an exception.

  • Event: Added the ability to set a batch name prefix on an event registration.

  • Event: Added new feature to keep saved registrations from being updated on the external website.

  • Event: Updated Registration Entry block so that it will always create a person record for the registrant (instead of just when there is a cost)

  • Event: Added the ability to follow a Registration Instance.

  • Event: Added Group Placement functionality to registration instance that allows for easily adding registrants to a set of child groups.

  • Event: Added checkbox to registration entry summary that allows a logged-in user to specify whether the email on their account should be updated with the confirmation email address that they enter when registering.

  • Reporting: Added new data view filters and report fields to help create data views and reports off of the workflow table.

  • Reporting: Added additional 'Date Added' criteria to the In Group(s) Person Data Filter.

  • Reporting: Added 'Not In Other Data view' filter.

  • Reporting: Fixed date filters to be inclusive of the entire day of the upper and lower limit.

  • Reporting: Added Report Field 'LastLogin'.

  • Reporting: Added Report Field 'Parent's Email Address'.

  • Reporting: Added Parent's Email data select.

  • Reporting: Updated Total Giving Amount report select

  • Reporting: Added Campus and GroupType to the list of available report fields for Groups.

  • Reporting: Added options to Member List data select for groups to limit by GroupRole and status.

  • Reporting: Fixed performance issue in In Group of GroupType data filter to be around 2x faster.

  • Reporting: Fixed performance issue in Distance From data filter to be around 3x faster.

  • Reporting: Updated the dynamic data block with better filters.

  • Reporting: Updated dynamic data filter controls to default true and moved to custom settings.

  • Workflow: Improved performance of workflow type editing.

  • Workflow: Updated workflow action names to follow a more consistent pattern. If you use workflows a lot and have become accustomed to the action names you may hate this before you LOVE it.

  • Workflow: Updated workflow type editor so that new workflow types default to processing every 8 hours.

  • Workflow: Added additional workflow detail/entry pages below the My Dashboard pages so that breadcrumb trail is more intuitive.

  • Workflow: Added a 'Regular Expression' option for use with Workflow Action Filters (i.e. Run If) to give more control with text matching.

  • Workflow: Added support for datetime comparisons to the workflow action compares.

  • Workflow: Added new workflow action that will set a Person attribute value based on First Name

  • Workflow: Added new workflow action to set the properties of a person (name

  • Workflow: Added new workflow action to get the spouse of a person.

  • Workflow: Added new workflow actions for setting person phone and address.

  • Workflow: Added new workflow action to add a note to the group member.

  • Workflow: Added new workflow action to set GroupMember Note.

  • Workflow: Added new workflow action to send email with events that will send an email and then activate actions based on recipient opening and/or clicking items in email.

  • Workflow: Added two new workflow actions to remove a person from a group.

  • Workflow: Updated the Set Person Attribute workflow action so that it correctly writes person attribute changes to the person's history.

  • Workflow: Updated the background check workflow action to check for an error or failure that might have occurred when submitting background check and display error to user with option to resubmit.

  • Workflow: Updated the DISC request workflow action to warn if the individual does not have an email and persist the workflow only if it's about to send (there by not keeping a lot of unneeded workflows around). Also updated the DISC badge to highlight if someone has already request a DISC from the individual in the last 30 days.

  • Core: Fixed person search to allow better searching on complex names like Mary Ann Van Dellen.

  • Core: Updated CommunicationDetail block to show which page the communication originated from if it was generated from a grid somewhere.

  • Core: Enabled custom mobile keyboards for mobile devices when using NumberBoxes

  • Core: Updated the Email Exception Filter so that exceptions can be filtered by the exception type

  • Core: Added new option for requiring a user login to change their password on next visit.

  • Core: Added new search service that allows searching for businesses.

  • Core: Added the ability to bulk update Tags.

  • Core: Fixed issue in Merge Templates that was causing Header

  • Core: Added Campuses and Context as available merge fields for Doc and HTML Merge Templates.

  • Core: Fixed copying of existing communication so that the recipient's additional merge values are copied as well.

  • Communication: Updated the Communication block's support for additional merge fields (Lava) to support objects in addition to just string values.

  • Communication: Update Communication Entry block so that if a different template is selected

  • Core: Added the ability to copy and share selected filter criteria for the giving and attendance analytics blocks.

  • Core: Improved performance of the Person Duplicate Finder.

  • Core: Increased the query timeout values for attendance and giving analytic reports.

  • Core: Updated the FileSystem binary file type provider to save the relative path to file when saving a new binary file using this provider.

  • Core: Added logic to check for any new person names or addresses being entered with all lower or all uppercase characters and if so

  • Core: Updated following notifications to exclude deceased people.

  • Core: Added new SendGroupEmail Job.

  • Core: Added setting to Group Sync job to enable forced password resets on new logins that are created during the sync.

  • Core: Updated the address verification process to preserve first service's standardization results even if second service is used for geocoding.

  • Core: Updated the address verification job to correctly retry previously failed verifications and to differentiate between an error calling a service and a non-match returned by the service.

  • Core: Updated Smarty Streets address verification to save the barcode value.

  • Core: Update cleanup job so that it does not delete unconfirmed logins.

  • Core: Updated Campus, Campuses, and Connection Opportunity attributes/fields to exclude inactive items, and added optional config option to include inactive items.

  • Core: Added new Phone Number field type.

  • Core: Added new Address Field Type.

  • Core: Added new Address Attribute.

  • Core: Fixed issue with radio button lists automatically selecting first value when they are set using an empty/null value.

  • Core: Updated KeyValueList field type to display values correctly when not using a defined type.

  • Core: Added 'Warning' property to Rock Controls similar to 'Help' Property.

  • Core: Noted individuals who are inactive on the person picker search.

  • Core: Added new Markdown Field Attribute that can be used to render Markdown into HTML (see http://commonmark.org).

  • Core: Added new Binary File Types Field Attribute and Field Type.

  • Core: Updated person picker results to display a person's connection status.

  • Core: Added option to the Person Attribute/FieldType so that the 'Enable Self Detection' option of the person picker can be enabled.

  • Core: Added ability to set qualifier column/value on the Categories block to further filter entities that categories belong to.

  • Core: Fixed the RockCleanup job so 65-year-olds are placed in the correct age bracket.