Sugar Serve 13.0.3 Release Notes

The following known issues are present in this release. 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.
• 93631: When new panels are added to the record view layout while configuring the dropdown-field-based views in Studio, changing the panel label may improperly update the label of the other new panels.  

• 93157: When a quote record contains multiple quoted line items, saving one of the quoted line items improperly removes the other quoted line item records.
• 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 applied setting is not preserved when the page is refreshed. 
• 92477: DateTime fields may be calculated incorrectly in reports when accounting for daylight savings time (DST).
• 92331: Required dependent dropdown fields are not marked as required in the record view layout when creating or editing records.
• 92326: When a report contains multiple name fields, having the report result sorted by default by one of the name columns may cause the report generation to fail with an error. As a workaround, remove the default display column sort from the name field.
• 92217: The texts in the Product Catalog dashlet may not display properly making it hard to read. 
• 92126: The Rows and Columns reports do not display the total count information as expected.
• 92063: When campaign test emails are sent, users may notice unexpected issues with certain subpanels in the module (e.g., Accounts) that the campaign emails are related to.
• 91977, 91975: Unexpected issues may occur when designing a new process definition or Process Business Rules for modules (e.g., Leads, Opportunities) that are disabled for Sugar Automate in Admin > Sugar Automate Settings.
• 91146: Doc merging records using a template containing custom fields may fail to generate with an error. 
• 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. 
• 91003: When a report fails to run due to a 500 error, the error message that appears should be more meaninful and informative.
• 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. 
• 90322: Certain languages (e.g., Chinese, Japanese) with special characters display incorrectly in reports exported as a PDF or CSV file. 
• 90059: In certain circumstances, sorting a related-record subpanel (e.g., Leads) using the Account Name field column may result in an unexpected error. As a workaround, sort the subpanel using a different field column to stop the error and allow the subpanel to load. 
• 89878: The Forecast Bar Chart dashlet in the Forecasts module does not display any data for individual sellers. 
• 89831: Exported reports do not respect the locale settings in Sugar and incorrectly displays the date using the YYYY-MM-DD format. 
• 89728: In certain circumstances, opening the list view Mass Actions menu does not display properly on the screen. 
• 89641: Hint-related error messages are logged for some recently upgraded Sugar 12.0 instances that do not have Sugar Hint.
• 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.  
• 88858: Unexpected email issues may occur in Sugar when using the Microsoft Exchange mail account as the authorized system email account.  
• 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. 
• 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.
• 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.