Enhancements
- Authorized Users* may now create and associate an Activity to a Connection via the Connection Import spreadsheet.
-
When a Connection data upload sheet is submitted with:
- a new Connection and a new Activity, then the Connection is created, the new Activity is created, and the Connection is associated with the Activity.
- a new Connection and an existing Activity, then the Connection is associated to the existing Activity.
- an existing Connection not part of an Activity and a new Activity, then the Activity is created, and the Connection is associated to the Activity.
- an existing Connection already part of an Activity and the Activity Name is empty, then the Connection remains in its current Activity. Connections cannot be disassociated using the upload template - please disassociate them in the Activity screen.
- an existing Connection already part of an Activity and a new Activity, then the Activity is created, and the Connection remains in its current Activity (not the new one). Connections cannot be moved using the upload template. Please disassociate and associate them in the Activity screen.
*With the v1.82.1 release, Users with the "Activity Editors", "Master Record Submitter", and "Master Record Approver" permissions are able to import connections with Activities using the new Connection Import Template with associated Activities.
The Connection upload process does not change Activity associations and it does not remove Connections from Activities. That process must be completed through the Activity UI. All other Activity functionality will function as before.
Refer to the Cumulus User Guide: Import Connection with Activity for more information. If you wish to upload Connections with Activities and do not have Admin access rights on your site, please reach out to your Customer Success representative for assistance.
Bug Fixes
- Fixes an error where the Contracting Company field would not properly display within the Test Pack Details editing function.