Sugar Serve 13.3 (Q1 2024) Release Notes

The following known issues are present in version 13.3.0 (Q1 2024). Case Portal users can use the following links for more details about each issue: 

• 94951: Sugar Actions that are configured to trigger a smart guide may not successfully be triggered if the action takes place in the mobile application.
• 93577: In certain circumstances, deploying a custom module or changes in Admin > Studio may result in a 500 error. For information on the workaround, refer to the issue's description in the case portal.

• 93126: For instances that have Activity Stream enabled, unexpected issues may occur with the subpanels and the Activity Stream button when toggling between the Data View and Activity Stream in a module record. 
• 93091: Configuring dropdown lists (e.g., Opportunities Sales Stage) containing custom list items via Admin > Tile View Settings may not work as expected.   
• 93076: For instances that have Activity Stream enabled, attempting to access the Home page activity stream may not load as expected.  
• 92765: When creating a Data Archiver job, filtering by the date field (e.g., Date Created) using the "More than _ days ago", "Last_days", "Next_days" or "More than_days in the future" incorrectly shows a date field to populate instead of an integer field.
• 92759: When a dashlet (e.g., Opportunity dashlet) in the Focus Drawer is filtered to only display records related to the current record, the setting does not preserve as expected when the page is refreshed.   
• 92477: DateTime fields may be calculated incorrectly in reports when accounting for daylight savings time (DST).
• 92217: The texts in the Product Catalog dashlet may not display properly making it hard to read. 
• 91861: In certain circumstances, subpanels in Sugar may not behave as expected or not be configurable in Admin > Studio.  
• 91283: Filtering the Emails list view using the From field does not return the appropriate results as expected.
• 91023: The Search and Select Users drawer may not display the correct count of user records if there is an inactive user in the instance. 
• 90931: When role permissions are modified for a user, the changes do not get applied until the browser cache is cleared and the user logs out and back in to their account. 
• 90615: When logged into Sugar using a non-English language (e.g., French), changing the classification value for the sales_stage_dom list in Admin > Dropdown Editor may improperly change the classification values for the other list items. As a workaround, log in to Sugar with the English (US) language and manually update the classification of the list items to the correct values. 
• 88858: Unexpected email issues may occur in Sugar when using the Microsoft Exchange mail account as the authorized system email account.  
• 89878: The Forecast Bar Chart dashlet in the Forecasts module does not display any data for individual sellers. 
• 89728: In certain circumstances, opening the list view Mass Actions menu does not display properly on the screen. 
• 89542: For instances wth a very large number of SugarBPM processes, trying to view the list of processes in the Process Management's list view may result in performance issues and fail to load. 
• 88957: In certain circumstances, performing a global search in Sugar may result in a 500 error.  
• 88374: Attempting to reorder the columns in the Worksheet Columns Preview list view in Admin > Quotes Configuration does not work as expected. As a workaround, remove all the fields from the Worksheet Columns section then add the fields again to the section. 
• 88261: Attempting to download a PDF file may fail if the PDF template contains an image that is hosted on a site using "HTTPS" in the URL. As a workaround, use an image that does not contain "HTTPS" in the URL. 
• 87908: For instances that use SugarIdentity, the Reset Multi-Factor Auth option improperly appears during a user impersonation session.
• 87602: In Sugar Enterprise, portal customization settings for the following features in Admin > Sugar Portal > Theme Portal are available but not applicable to the portal: the search bar, the banner, and the dashboard.
• 87601: In Sugar Sell, portal customization settings for the following features in Admin > Sugar Portal > Theme Portal are available but not applicable to the portal: the search bar, the banner, the New Case button, and the dashboard.
• 86285: In certain circumstances, users may experience unexpected behaviors when attempting to expland a subpanel or edit an empty Subpanel layout in Admin > Studio. For information on the workaround, refer to the issue's description in the case portal. 
• 85246: Errors may get logged in the system after upgrading or installing Sugar when certain license data is missing.   
• 84426: The Meeting Type field in the Meetings module does not reflect new values added to the Meeting Type dropdown list in Admin > Dropdown Editor.
• 83796: SugarBPM processes always run after module-level logic hooks and it is not possible to configure them to run before logic hooks.
• 83425: Custom Date fields in the PDF template may not respect the user's preferred date format. 
• 82810: Fields based on non-existent or improperly defined custom field types may cause upgrades to fail.
• 82361: Emails sent from SugarBPM's processes may not include the link to new lead records generated from a Web-to-Lead form even though the process email template contains a link variable.
• 81722: Sorting the fields by the column header (e.g., Name) in Admin > Studio or Module Builder may result in CSRF errors being written to the log file.
• 81382: Deleting a target list related to a large number of records may fail with an error. 
• 81297: If a web-to-lead form gets submitted using an existing email address in Sugar, the email address may not be marked as "Primary" for the generated lead record. 
• 80865: It is not possible to search by the Record Name column in Process Management.
• 80001: Email messages sent via SugarBPM may display HTML formatting when records are created using SOAP/REST v4.1. It is recommended to use the latest version of the API.
• 79009: When the targeted module contains a broken field, configuring an Action element in a process definition causes the Process Design canvas to time out.
• 77719: If a process definition contains a Wait event that is relative to a date field, the process does not adjust for changes that may occur to the date field after the Wait event's initiation.
• 77287: Performing certain actions (e.g., import, mass update) in Sugar may result in performance issues if there are numerous calculated fields to be updated in related records. As a workaround, add the following line to the config_override.php file to disable the related calculation field updates: $sugar_config['disable_related_calc_fields'] = true;. But keep in mind that the affected calculated values will not be updated and running Recalculate Values on related records. 
• 77249: Guests may not get imported to call or meeting records as expected.
• 73566: Calculated or dependent fields containing a related() function may not get calculated until after save for activity-type modules (e.g., Notes).  
• 68112: Matrix-type reports display incorrectly when exported to PDF.