Sugar Serve 25.1.0 Release Notes

Fixed Issues When Upgrading From 14.2 (Q4 2024)

The following issues are resolved in this release. Case portal users can use the following links for more details about each issue:

• 96796: Creating a doc merge PPTX document with nested relationship syntax does not get merged as expected.
• 96706: Editing the visibility of a dropdown field via the visibility editor window in Studio may not work as expected.
• 96624: Cancelling the Smart Guide template may improperly change the status of a previously completed child task to "Not Applicable" and set its parent task to "Completed" even though not all children tasks' are completed.
• 96454: When the fiscal year start date is set to July 1st, the Current option in the forecast's time period selector does not display the correct current quarter.
• 96390: A validation error may occur for process definitions containing a condition using Relate fields (e.g., Teams) for events.
• 96306: Making changes to the call or meeting status in the Smart Guide may cause a cascading save event on all Smart Guide activities using the "Days From Stage Started" and reset them to the current day.
• 96240: When the logger config setting is modified in Sugar, it may cause users to get logged out unexpectedly with an error.
• 96144: An automated Quick Repair and Rebuild action may cause unexpected issues in Sugar.
• 96133, 95830: In certain circumstances, changing the opportunity model to "Opportunities" may cause unexpected issues in the instance.
• 96125: In certain situations, updates to a user's preferences could inadvertently override another user's preferences.
• 96110: When tile view is enabled for a module (e.g., Accounts) via Admin > Tile View Settings, the Tile View icon does not appear in the module's list view as expected.
• 96089: When creating/editing a campaign via the campain wizard, the Start Date & Time field may incorrectly display HTMLcode if the time format has been changed in user's profile.
• 96028: The search box on top of the Process Management list view appears smaller than expected.
• 96007: Attempting to upgrade Sugar to version 14.2.0 may result in unexpected errors.
• 95939: Validation errors may occur when using the Assigned To condition in the start event for process definitions.
• 95922: When using the Relationship Change start event for a process definition, the process may get triggered even though there is no related record added/removed from the target record.
• 95852: In certain circumstances, the System Email Settings page may appear blank in Sugar.
• 95839: Updates made to the Forecast Stage field does not get applied to the opportunity record nor its related revenue line items.
• 95818: Importing records (e.g., accounts) via the import wizard may fail with a 500 error for certain versions.
• 95806: The Smart Guide "Current Activity Task Subject" field does not display the current activity when added as a column in a report.
• 95795: When configuring Sugar's email settings using Exchange Online, the authorization may fail with an error.
• 95731: The fiscal year stat date cannot be configured on the Forecast Settings page after resetting the Forecasts module.
• 95722: Using the autofill functionality in the Microsoft Edge browser to fill in saved personal information may cause unexpected issues in Sugar's user interface.
• 95705: Enabling the SweetTranslator in config_override.php may cause unexpected issues in Sugar.
• 95679: In certain circumstances, when a quick repair and rebuild is performed automatically, it may cause the instance to become unresponsive.
• 95676: ExternalResourceClient encounters an unexpected error when using IPv6.
• 95670: When accessing the focus drawer dashboard, dependent fields may not work as expected in the module's record view dashlet (e.g., Cases) if it contains multiple dashlet tabs.
• 95662: Making the Notes Name field a calculated field may cause unexpected issues for note attachments.
• 95578: Renaming the target module (e.g., Revenue Line Items) associated with a process definition may cause unexpected issues when editing the Action elements within the Process Definition.
• 95572: Closed quotes in a currency other than the system default may update when currency rates are modified in Admin > Currencies.
• 95567: Attempting to collapse component elements via Admin > Styleguide (Lab) > Core UI Elements > Collapse may not work as expected and display a "Data not available" message.
• 95539: When logged in to Sugar using a Chrome browser with the Asia/Calcutta or Asia/Kolkata time zone, users may experience performance issues and other unexpected errors in the application.
• 95507: The Client Secret value for configured connectors (e.g., Google) improperly display in plain text in Admin >Connector Settings > Set Connector Properties.
• 95504: Replying all to an email improperly sends the email to the original sender as their email address is automatically included in the recipient field and cannot be removed.
• 95458: When creating a campaign email template, all Tracker URLs may not be available to select and insert.
• 95395: In certain circumstances, when a new record is created (e.g., contact), the success message that appears does not show the hyperlink to the newly created record.
• 95387: When running Sugar using a Oracle database, filtering a module's list view (e.g., Opportunities) using the "last X days" option (e.g., last 30 days) for a date field may result in a 500 error.
• 95359: In certain circumstances, assignment notifications may fail to send to users assigned to Smart Guide task activities.
• 95221: Relationship or related fields using the Required If formula may not get populated as expected when using Action Buttons.
• 95124: The currency symbol and value may not be correctly aligned in report charts.
• 94832: When a filter is applied in the Service Console's Cases tab, the total in the metric tab (e.g., My Team's Cases) does not get updated to reflect the correct count of records in the filtered list view.
• 94811: When a SugarBPM process containing a Change Field action gets triggered, the designated field's value (e.g., Description) does not get updated in the module as expected until the page is refreshed.
• 94737: Configuring the forecast's settings (e.g., time periods) via Admin > Forecasts may cause unexpected errors to occur when accessing the Forecasts module.
• 94707: Modifying the dropdown field (e.g., Sales Stage) value's item name may cause unexpected issues to occur in the module's tile view. For information on the workaround, refer to the issue's description in the case portal.
• 94698: The SugarBPM process may improperly start inactive Smart Guides.
• 94695: The flex relate field may not display the corrrect label in the record view when editing certain modules.
• 94572: The decompression functionality, governed by the Email::supportsGzip method in modules/Emails/Email.php, fails to decompress the email data for on-site Sugar instances after migrating from SugarCloud.
• 94515: Fields in the user record (e.g., Locale Settings) are cleared in the UI after linking a role to the user via the Roles subpanel and are then cleared from the database if the record is saved.
• 94461: In certain circumstances, creating a new record via the related record subpanel (e.g., Contacts) may not display the updated value in the calculated field on the parent record (e.g., Accounts) until the page is refreshed.
• 94436: When a Group User is modified in Sugar, the changes do not save as expected.
• 94342: In certain circumstances, inbound emails may fail to import to Sugar due to email data transfer encoding issues.
• 94335: When clicking on a segment of a report chart from the Report dashlet, the filtered list view in the focus drawer does not show the Preview button as expected.
• 94142: Attempting to delete a shared calendar from the Calendar module may not work as expected.
• 93940: Action buttons that are set to create a related record will fail with an error when used in focus drawer dashboards or module list views if there is any calculated value for setting a field.
• 93748: When a large number of outbound emails are sent at the same time, it may cause unexpected errors in the system.
• 93739: Clicking on a record's link (e.g., Account Name) in the module's record view (e.g., Opportunities) opens the field in edit mode before taking you to the record's record view.
• 93692: In certain circumstances, fields with visibility dependency formula may not display as expected in record view dashlets.
• 93515: The mail server status continues to display "Authorized" in Admin > System Email Settings even though outbound emails may fail to send when the email settings is configured to use Google mail via OAuth2.
• 93308: Filtering the module's list view (e.g., Contacts) by a relate field (e.g., Account Name) using "is empty" may not return any search results as expected.
• 93121: For custom AutoIncrement fields with a new "Auto Increment Next Value" (e.g., 100), the value incorrectly reverts back to "1" in Studio even though the value has been changed.
• 92590: Geocode jobs may not be processed in the correct order causing some jobs to be stuck in the queue.
• 92548: When multiple (two or more) emails are archived to the same case in the same inbound email scheduler run, SugarBPM processes that update the Pending Processing field may not work as expected.
• 92279: Using the "Copy from..." button to duplicate a customized layout in the dropdown-field-based record view layout in Studio may not work as expected.
• 91220: Changing the parent record for a new record (e.g., Call) created via a module's (e.g., Cases) related record subpanel does not preserve this change and the new record continues to be related to the original parent record.
• 91085: Sorting by a relate field column in a module's list view or report may not work as expected and result in an error.
• 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 in to 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.
• 90380: In certain circumstances, the SugarBPM process may stall at the Receive Message event when the criteria is met for meeting records related to purchased line items.
• 90245: When a Process Definition is assigned to a group user, it cannot be saved and results in an error.
• 88680: In certain circumstances, reports may not properly respect the forecast settings.
• 83072: A 500 error may occur when a currency field is set to a value of $0.00 by the SugarBPM Process and there is a calculated field based on this currency field.
• 80908: Performance issues may occur when adding a new quoted line item on a quote containing a large number of quoted line item records.

Sugar Serve and Sugar Sell Upgrade Paths

The following upgrade paths apply to Sugar Serve and Sugar Sell Premier, Advanced, and Essentials: