Sugar Serve 14.1 (Q3 2024) Release Notes

Overview

This document describes the changes and functionality available in Sugar® Serve 14.1.0 (Q3 2024). Sugar Serve is only available for SugarCloud (Sugar-hosted SaaS) deployments.

For information about any changes to existing functionality in this release, you can also refer to the What to Expect When Upgrading to 14.1 article.

Feature Enhancements

The following feature enhancements are included in Sugar Serve 14.1.0 (Q3 2024):

Service Insights

Service Insights reports: Service Insights are powered by Sugar Discover and provide reports that allow you to easily monitor events in your Cases module.
- Out-of-the-box reports: There are 12 out-of-the-box reports available that give you more visibility into your case metrics.
- Sugar history for Cases module: Service Insights captures snapshots of your instance so that you can see how cases change over time for greater insight into your service organization.
- Sugar Discover dashlet: Use the Sugar Discover dashlet to add a Service Insights report to a Home dashboard.
- Drill into visualizations: Drill down to see the details of the data segment so that you can understand what is causing changes to your data.
- Slice your data: Control which segments of the data you see in the report, giving you greater control over how you view your data.
- Sugar Admin controls access: The Sugar Admin controls access to Service Insights reports by controlling access to Discover.

Reports

Consistent report chart coloring: The colors assigned to dropdown field values in report charts are now consistent across all reports and dashboards.
Two new report templates: The "AUDIT: Portal Enabled Contacts" and "Audit: User Status" report templates are added to the available customer service reports to provide insight into customer licensing data.

User Interface

Emails that fail to send are saved as drafts: If an outbound email cannot be sent, an error message will show and the email can be saved as a draft to be sent after the errors are resolved.
Improved error messaging for emails: Inbound emails have improved error messaging to assist in troubleshooting if receiving emails does not work as expected.
Enhancements for yearly calls and meetings: If you mark a reoccurring call or meeting as yearly, you can set the specific date it occurs (e.g., the first of February every year).
Product catalog added: Serve customers can now access the product catalog, its dashlets, and related modules such as Product Categories, Product Types, and Manufacturers.

Administration

SugarLive package library upgrade: A new assets package v1.6 is available from your SugarCRM.com account's Downloads page. In it, the contact flow has been updated for compatibility with the Self-Service Center.

Fixed Issues

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

94746: Filtering the Leads list view using the My Leads filter does not return the correct results as expected.
94730: The SugarLive dashboard does not work and displays an error after Sugar upgrade.
94692: When editing a user record in a SugarIdentity-enabled sandbox instance, clicking the SugarIdentity link in the toast message does not open the users record in SugarIdentity for the correct tenant.
94658: When logged into Sugar using the Chrome browser and the operating system's time zone is set to "Asia/Calcutta", the Time Zone field in the user's profile appears blank.
94602: When call and meeting records are reassigned, the assignment notification email does not get sent to the user as expected
94573: The Executive dashboard is not available to access for users assigned to the Sell license.
94509: The Date Entered and Date Modified date formats in the Sales and Service consoles does not use the date format configured in the user’s profile.
94406: When attempting to inline edit a field, clicking the left side of the pencil icon fails to open the inline editing mode as expected.
94395: When a dashboard template with dashboard filters is duplicated, the dashboard filters do not control the Report dashlets as expected.
94392: In certain circumstances, executing processes in an error state does not work as expected even though the issue that caused the error has been resolved.
94362: The CreateRecord Action in Action Buttons may fail if a field uses the "required_if" formula.
94349: When the quote’s currency is updated after initially saving the record, the Group Total continues to display the old currency symbol.
94325: While in a custom module’s record view, using the DocMerge widget "Send Attachment" to send out a generated document may not work as expected and generate an error.
94245: Drilling through report charts may not work as expected and display "No data available" if the report is grouped by a relate field.
94228: When a module’s record view contains numerous tabs (e.g., 9+), clicking the down arrow at the end does not display the additional tabs as expected.
94166: An unexpected issue may occur when variables are used in the Default Starting Path for Google Cloud Drive.
94136: Double clicking on a record's row in the subpanel of a custom module does not open up the record as expected.
94127: In certain circumstances, performing multiple inline edits on the Users list view may result in a 500 error.
94114: Administrators may be unable to configure the modules (e.g., Accounts) for Sugar Maps via Admin > Maps.
93970: Creating a process business rule with conditions using an Enum value does not save and results in a validation error.
93941: Changing the "Listview items per page" setting in Admin > System Settings may cause the Cloud Drive dashlet connected to Dropbox to break and display an error.
93930: When an action button is configured to use a process email template, the template may not show any line separators as expected when the button is engaged.
93906: User tags do not display properly with the correct border, font color, etc. in comment logs.
93810: Attempting to copy a role-based layout using the "Copy from..." option in Studio for the record view layout may not work as expected and return an error.
93792: When attempting to inline edit a multiselect or tag field in the related-record subpanel or list view, the input field may not appear in the correct location.
93617: Emails may not span the full width of the space in certain views (e.g., Timeline dashlet, preview) making it hard to read.
93542: If a field-level error occurs when working in the Smart Guide panel, the error message may display the field name instead of the display label in certain circumstances.
93297: The Rows and Columns report does not properly respect the precision setting for Decimal-type fields and displays a number that is rounded incorrectly.
93164: Trying to edit a large report may take a long time (e.g., 5+ minutes) to open in the Report Wizard.
93024: When multiple quoted line items are created for a quote record, clicking save on one of the quoted line items improperly removes the other quoted line item records.
92909: Certain translations for the Chinese language may be incorrect in Sugar.
92875: Custom modules that are deployed in desktop Sugar may not appear in the SugarCRM Mobile app as expected.
92822: If you copy a PDF template with a header logo and remove that logo before saving, a new PDF template without a name gets created in addition to the copied template.
92797: Deleted emails do not go to the trash folder as expected for inbound group mail accounts.
92604: When a user tries to save a new record using a custom Action Button that is configured to calculate a date field with a formula, an error occurs and prevents the record from being saved.
92502, 91824, 91823, 91822: Users may experience certain accessibility issues when using a screen reader (e.g., VoiceOver, JAWS) in Sugar.
92299: The order of comments and quoted line items in a quote document generated by Doc Merge does not match the order shown in the Sugar application.
- Note: This issue is also fixed in all supported versions of Sugar.
92261: When a report scheduler is set to inactive by the scheduler, the customer is not notified of the deactivation nor does the date modified and the report_schedules_audit table reflect this change as expected.
91940: If a relate field is configured to be denormalized, changes to that field may be duplicated in the audit log.
91755: Editing the label for custom Studio fields in the report’s Choose Display Summaries or Choose Display Columns steps does not update as expected.
91422: The revenue line items in the opportunities create view do not respect the settings defined in Forecast Settings range.
91164: SugarMaps filters do not work as expected for distance when records in different modules (e.g., Accounts and Contacts) share the same unique ID.
90856: When the email template used for the compose email Action Button contains multiple email addresses in the To field, the email addresses may incorrectly get combined when using the Action Button in a record.
90032: When a multiselect field gets added to the Tile Body Fields via Admin > Tile View Settings, the Tile View incorrectly displays the multiselect field's item name instead of the display label.
90010: In a Record View dashlet with a tab listing related records in a focus drawer, it is not possible to sort the columns in the list tab.
89972: Dashboards in Sugar may break and not load properly for a user that is assigned a role where access is disabled for a module (e.g., Meetings) that is used in one of the dashlets.
89858: When composing an email using the Action Button and the email template it uses contains attachments, the sent email does not include the attachments as expected.
89225: When impersonating a user in Sugar, the record view layout and Search and Select drawers may not display certain fields/buttons properly in the user interface.
88800: When using the API to add a new email address as the primary, the existing primary email address on file does not get unmarked as the primary resulting in multiple primary email addresses.
88311: When using Action Buttons configured with a calculated datetime field (e.g., Due Date) to create new records, the date field may be empty for users that use certain Date Formats (e.g., DD/MM/YYYY).
87701: Fields in custom modules are improperly allowed to be named "processed", which can cause unexpected issues with triggering web logic hooks.
87362: When a process definition uses the Add Related Record action with the Assign To field set as "Supervisor", the process improperly assigns records to the current user's supervisor or the current user (if no supervisor) instead of the supervisor of the user assigned to the record.
87168: New group users are not available to select when creating new Process Business Rules in Sugar.
83660: Changing the default email signature in Sugar may not get updated as expected and continue to display the old signature in emails.
82744: Hiding "My Items" from the Search layout in Admin > Studio may permanently remove the field from this layout and it cannot be added back.
81466: When configuring a dropdown field’s visibility based on a parent dropdown, the order of the options in the secondary dropdown may not be respected.
81383: Using the Back button in the import wizard causes the page to go blank and an error gets added to sugarcrm.log.
80393: The History dashlet avatar shows a broken image when the user has no avatar in their user profile.
80068: For users using the external email client, attempting to reply to an email with a large number of characters in the body may fail with no warning to inform the user of the issue.
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.
77603: In certain circumstances, replying all to an email may improperly add the original email address listed in the To field to the CC field even though that email address is already listed as the From address.

Known Issues

Click the link below to expand or collapse the 14.1.0 (Q3 2024) known issues list.

14.1.0 (Q3 2024) Known Issues

The following known issues are present in version 14.1.0 (Q3 2024). Case Portal users can use the following links for more details about each issue:

94903: In certain circumstances, upgrading Sugar may fail with an error.
94749: The Comment Log dashlet incorrectly displays the username instead of the user's full name when the user is tagged in the comment log entry.
94707: Modifying the dropdown field (e.g., Sales Stage) value'sitem name maycause 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.
94665: When a user assigned to the SugarIdentity User Management role edits a regular user's record in Sugar, the message that appears on the screen does not direct the user to make certain changes in SugarIdentity as expected.
94436: When a Group User is modified in Sugar, the changes do not save as expected.
94322: Users may encounter unexpected issues when PDF files contain images with spaces in the file names. For information on the workaround, refer to the issue's description in the case portal.
94194: The data tables in reports may appear blank and show no data.
93958: Matrix-type reports may improperly generate large amounts of messages in the sugarcrm.log file.
93648: In certain circumstances, the Timeline dashlet may fail to load with a persistent Loading message causing unexpected issues with the navigation bar.
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.
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.
93359: In certain circumstances, installing packages via Admin > Module Loader may fail due to an Elasticsearch error.
93076: For instances that have Activity Stream enabled, attempting to access the Home page activity stream may not load as expected.
93055: Dropdown values with spaces in the display label cannot be moved into the Available Values column in Admin > Tile View Settings.
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.
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.
91975: Unexpected issues may occur when designing new Process Business Rules for modules (e.g., Leads, Opportunities) that are disabled for Sugar Automate in Admin > Sugar Automate Settings.
91893: Adding a new filter to the list view dashlet does not apply the filter to the dashlet as expected.
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.
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.
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.
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.
86285: In certain circumstances, users may experience unexpected behaviors when attempting to expand 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.
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.
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.

Developer

Please refer to the Developer Blog in the SugarClub community for a summary of the changes in version 14.1.0 (Q3 2024) that may affect developers.

Supported Platforms

For information on supported platform components, see Sugar 14.1.x Supported Platforms.

Upgrade Paths

Sugar Serve and Sugar Sell Upgrade Paths

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

Package	From Version(s)	MySQL
New Installs		✓
14.0.0-to-14.1.0	14.0.0	✓