M2M Winter 2023 Release Notes

Version Name: Winter 2023 | Release Date: February 2023

This page covers:

New Features

Dynamic Filtering in Tag Settings

Users can now determine which records are available for tagging without hard coding values into the filter logic, instead, Many2Many now supports dynamically filtering relevant records from the Catalog / Target object.

Open

For instance, in Amp Impact a Project Manager can now set up Many2Many to allow Project Indicators to be tagged to only those Geographic Areas and Reporting Periods which are related to their project.

Feature Enhancements

Enhanced String Search

When typing into the search box to filter tags, the earlier version of Many2Many displayed only  records that started with the same string as entered in the search box. With an enhanced search capability in this release, users will now be able to search for available tag records that contain the string entered in the search box at any position. 

For example, For example, if a user enters “Ia” into the search box setup to tag Contacts, Ian, along with results like Brian and Maria will show up in the filtered available tags.

Open

Support for Date-Time fields to filter Catalog and Target Objects

The application now supports the ‘Date-Time’ field type for filtering Catalog and Target objects in Tag Settings

Display field for Catalog and Target Objects defaults to the Name field

Display Field for Catalog and Target Objects will default to the name field upon selection of the object within the Tag Setting window to improve user experience.

Rollup fields are restricted to certain fields

To optimize performance and reduce load times, only fields meeting the following criteria will be available for selection as a RollUp Field for a Catalog or Target object:

1. Fields directly on the object (no fields from parent object)

2. Where Field Type is Text or TextArea (including LongTextArea and RichTextArea)

User Interface Enhancements 

To improve the viewability of the Tagging Component, the following UI enhancements have been undertaken:

1. The text for the Tagging Component label has been weighted to make it more noticeable

2. The Tagging Component's UI was redesigned to be consistent with Salesforce's Multi-Select Picklists

Navigation using Keyboard Shortcuts

This feature enhancement supports keyboard shortcuts for certain common actions so you can easily navigate and select records from the drop-down catalog of available tags. With the ‘Tab’ and ‘Shift’ keys, users can scroll through the dropdown and select a tag record using the ‘Spacebar’. Users can enter the selected option by pressing the 'Enter' key.

Resolved Issues

Scrolling down the lightning record page after clicking into the tagging component distorts the display of dropdown

Previously, if the user clicked into the search bar of the tagging UI component and attempted to scroll down the page, the dropdown list would freeze to the top of the window instead of scrolling down with the page. This resulted in a distorted view of the Tagging UI component. With this release, users will not face issue when scrolling down a page after clicking into the search bar of the tagging component

Inability to filter the Catalog Object fields on a Tag Setting by a single picklist field

In the previous version of Many2Many, when filtering on the Catalog object on a tag setting, users were unable to use a picklist field as the only filter to be applied on the Object. Many2Many will now not only enable users to apply a picklist field as the only filter on a Catalog object but also continue to support the application of a picklist field to be one of the filters in a multi-filter setting on the Catalog Object. 

Inability to set an object’s related field as a Display Field for Catalog or Target Object

As users created or updated Tag Settings in the previous version of Many2Many, they were unable to set the related field of a Catalog or Target object as the Display field. This has been resolved in this release, and support for related fields has been added to Many2Many. 

Tagging component lapses when a tag record is clicked on first load

In the situation where one target object has tag settings with multiple catalog objects and there’s no tag setting id added in ‘Tag Setting Ids’ design attribute of TaggingUI component (even when there’s only one tag setting for the target object) - the dropdown list collapsed on clicking of any tag record. This issue was observed on the first load. With the new release, this has been resolved. 

Tagging Component not working when a Target object has multiple tag settings with different Catalog objects. 

An issue was discovered when a Target object had tag settings associated with more than one Catalog object, adding the comma separated IDs of all related Tag Setting records into the Tagging UI component in the Lightning App Builder caused the screen to freeze. With this release, users will be able to successfully render Tagging Components of all the related Catalog objects.

Tagging Component not scrollable on the Salesforce iOS application

iOS users accessing the previous version of Many2Many on the Salesforce mobile application were not able to scroll down the dropdown list of available tag records. This issue has been resolved and appropriate support for the iOS application has been added.

Packaging Changes

Declarative Automation: New Flow