SugarCRM SupportKnowledge BaseInstallation and UpgradeWhat to Expect When Upgrading to 7.11
This release is only available for Sugar cloud customers.

What to Expect When Upgrading to 7.11

Overview

Upgrades to Sugar 7.11 are available or required for instances according to the following guidelines:

  • All instances hosted on Sugar's cloud service will be upgraded to 7.11.

For the upgrade, please keep in mind that there are some key features of 7.10.x which have been changed or are not available in Sugar 7.11.x. Some of the items that are unavailable in Sugar 7.11.x may be made available in a future release. To help provide you with the necessary information, this article covers what to expect when your instance is upgraded from 7.10.x to 7.11.x. For information regarding changes and functionality available in 7.11.x, please refer to the 7.11 Release Notes specific to your Sugar edition.

Feature Disparity Between 7.10.x and 7.11.x

Sugar 7.10.x features that have been changed or are no longer available in 7.11.x are as follows: 

Category Feature Sugar 7.10.x Sugar 7.11.x
User Interface New Design Sugar's Sidecar user interface utilizes dark gray text on a light-gray background, featuring heavy blacks and gray linen-look designs. Sugar's updated design features a color palette that is friendly, modern, and bright, using Open Sans as the Sugar base font because of its compatibility with text-heavy web and mobile layouts.

For more information on the UX and UI changes, please refer to the Developer Blog announcement in the Sugar Community.
Advanced Workflow Field Changes To/From Functionality When creating process definitions, Start events can detect that a particular field has changed and, optionally, react according to the value it changes to or from.  Start events and Receive Message events can detect that a particular field has changed and, optionally, react according to the value it changes to or from. 
Dashboards 

Saved Reports Chart Dashlet

Users may click on "Edit Selected Report"  in a Saved Reports dashlet's settings to navigate to its edit view in the Reports module. The Saved Reports Chart Dashlet contains a "View Report" option under the Gear menu allowing users to access the originating report's detail view. The "Edit Selected Report" link is no longer displayed in dashlet's configuration page.
Click on a segment of a chart displayed via Saved Reports Chart Dashlet to view a list of records belonging to that segment.  Click on a segment of a chart displayed via Saved Reports Chart Dashlet to view, mass-update, mass-delete, and refresh the list of records belonging to that segment. You can also access the record actions menu for individual records belonging to the clicked segment. 
Emails Forwarding Email Users who have configured an outgoing email account in Emails > Email Settings can use Sugar to reply or reply-all to archived email messages. Users who have configured an outgoing email account in Emails > Email Settings can use Sugar to reply, reply-all, and forward archived email messages to recipients.
Quotes   Copy Quotes Quotes cannot be created via duplication. There is now a Copy option in the Quotes record view menu.
Quoted Line Items and the Product Catalog The Unit Price is locked from editing when line items are created via Product Catalog. The Unit Price may be edited when line items are created via Product Catalog.
Users can search for and select products from the Product Catalog inline from the quote worksheet. Users can search for and select products from the Product Catalog inline from the quote worksheet or by using the Product Catalog dashlet on the quote's record view.
Reports Actionable Report Charts Click on a segment of a report's chart to view a list of records belonging to that segment. Click on a segment of a report's chart to view, mass-update, mass-delete, and refresh the list of records belonging to that segment. You can also access the record actions menu for individual records belonging to the clicked segment.

Last modified: 03/15/2018 04:22pm