Release 2025.07

Overview

Updates and Fixes

Web Page Updates

• Showing other Section Presentation Types on the Content Page when using Page Sections:
  • Accordion: Organizes Page Sections within an expandable accordion format, where users can click to reveal or hide each section’s content.
  • Blog: Lists Page Sections in a blog-style format, with featured images, titles, and excerpts.
  • Tour Effect: Creates a guided tour through Page Sections with navigation controls to move between sections.
  • All in One – Short Desc: Lists Page Sections on a single Content Page, with each entry linking to its respective section and accompanied by a brief description.
• Updated help tip on Section Presentation with descriptions of each type
• More info in our Help Center article

Page Section Updates

• Showing fields on Page Section add-edit page:
  • Category Text: Used for Spotlight Presentation Type
  • Date: Used for Blog Entries
  • Content Thumb: Used in multiple Presentation Types for preview images
  • URL field: Used in Spotlight Presentation Type to link to a different page
  • CSS class: Add a custom class to the section to target with Custom Code or CSS in the Page Section.
  • SEO Settings: Static page and meta data settings

SEO Updates

• Adds BlogPosting structured data for Blog Posts and Web Pages that have the Presentation Type as a Blog

CIMcloud Make App

• CIMcloud APIs are now available in the Make automation platform (formerly Integromat).
  • Customers will need to have the API Bundle, a Make account, and be sent the install link to use the CIMcloud Make App
  • More information on the CIMcloud Make App

New actions to toggle all features On, Off, or Inherit (where applicable)

• Applies to the Workspace settings, Worker Groups, and Customer Groups
• Does not display on Application Settings

Custom Code Updates

• Add Report Builder CIMcloud helper function, cimcloud.report.getReportBuilderResults, that can fetch the results of a Report Builder report.
  • More info on this helper
  • Example Use Case Walkthrough – Last Ordered Products via Report Builder

ACH Payments on the Payment Page

• • Adds the ability to accept ACH payments on the payment page
  • Can toggle whether to accept ACH on payment page through the Payment Methods in the Worker Portal (More info on payment method setup)
  • Minor fixes for ACH and CC initialization on the Payment and Create Payment (Pay Invoices) pages.

PayPal Braintree Payment Gateway

• Adds support for the PayPal Braintree gateway for credit cards (More info on payment gateway setup)

TaxJar Support

• Adds support for third part Tax Calculations via TaxJar, a third-party Sales Tax Calculation integration
• Credentials can be added in the Worker Portal -> Application Settings under Tax Services tab

Spend Allowances

• Allows you to set and manage a dollar amount “allowance” for website users (contacts).
• When Spend Allowance is enabled and a contact has a set allowance, they’ll be able to place orders up to that allowance without payment.
• Enable this functionality per contact in the Worker Portal
• More info on Spend Allowances

New Retail Template Header – Configurable

• New question for the Retail Template Header
  • Located in the Worker Portal > Customer Sites > Design to select a retail template header
  • Types
    • Default – Standard Retail Header for sites
    • Configurable – New Retail Header
    • Custom – CIMcloud developed retail template header (configuration inaccessible by Workers)
• Retail Header Type: Configurable
  • Splits the Template Header into 5 rows with configurable content:
    • Top Banner
    • Top Bar
    • Logo Bar
    • Main Menu
    • Bottom Banner
  • Select the content, colors, style, and Menus to be used in the rows above (if applicable)
  • Other Configuration:
    • Keep header fixed to the top: Continues to display the header on scroll
    • Display full width navigation bar: Makes the display of the header full-width
    • Display Top Level Categories: Draws out the top level categories instead of a dropdown
      • Requires a link to be of type “Category Window” in a Menu
      • Link with “category” type should be in the menu set on the “Menu to display to the left in the retail header top bar” question
    • Display product categories in a mega menu: Draws out the top level categories in a Mega Menu dropdown

Sitefront View

Product Configurator

• Adds support for using Product Configurator on parent products
  • Parent configurator questions and answers are “cloned” to the child product(s) when added to cart
  • The parent product becomes a “parent instance” and wraps any child products added to cart in the same post
  • Cart Options on the child products are supported and will be merged with the cloned parent questions and answers
  • Supported on the following parent-child views
    • Droplist
      • Works similar to a standard configurator product, but in the cart, the child configurator product is nested under the parent
    • Input Qty, Add Row Views
      • All the child products added to cart are grouped in the same instance
      • When using the single add to cart button, products will be added under a single parent instance
  • Updates the display for configurator products on the showcart.asp, payment.asp and the order confirmation email
    • Uses styling and indentation to better represent the structure of configurator products and the relationship of the products within an instance
• Set an Order Detail field on Questions to POST to
  • You can now enter a field name to POST a value to the Order Detail line once a contact adds a configuration to their cart
  • You can use Report Builder to determine which fields are available for use on the order_detail table
• Products Mapped to Questions and/or Answers
  • Pre-Qty Source has a new option to use a JavaScript variable for the quantity of products added to cart
  • Use Custom Code logic to target JavaScript variables, setting their value
  • Example Code (replacing values in red) adds a quantity of 15 to the cart:

$(function() {
  if(cimcloud.catalog.mainProduct.key() == 'YOUR_CONFIGURATION_PRODUCT_KEY'){
    if ($('#YOUR_JAVASCRIPT_VARIABLE').length) {
      $('#YOUR_JAVASCRIPT_VARIABLE').val('15');
    }
  }
});

CIM Assistant – AI help bot

• The CIM Assistant AI bot can answer questions about the CIMcloud Platform
• Access the CIM Assistant from within Help Center or Worker Portal (workers only) using the chat bubble at the bottom-right of most pages.

Supervisor Order Approval System Updates

• Adds new setting for showing rejected orders on the Orders Waiting for Approval page

Google reCAPTCHA Updates

• Turns off reCAPTCHA on pages within the Worker Portal
• Fixes reCAPTCHA issues when creating new Addresses on the payment page and when creating new login/accounts in a popup

Form Builder Access For Product Configurator

• Form Builder (Forms, Questions, Answers, and Products To Forms) can now be accessed by admin users by going to Settings Workspace > Form Builder.
• You will need access to Product Configurator to access these pages directly
• More info on using Form Builder with Product Configurator

CRM Updates

• Adds a Worker Line > Notes/Comments context menu on the Account page.
• Displays Split Orders in the Worker Portal Online Orders page when a Split Order feature is turned on

Shipping Methods by Warehouse or Zip Code

• Adds settings to filter Shipping Methods by Warehouse or Zip/Postal Codes – More info on shipping method setup

4.14.1 – Release Date 7/17/2025

• Report Builder Bugfixes
  • Removes pricing and product fields not defined in Report from Downloads and the CIMcloud helper getReportBuilderResults
  • Reverting custom alias property/logic in Data Access to use existing property ProductPricingTableAlias
  • Fixes Data Export records not displaying in the Worker Portal
  • Fixes timeout issue on report builder product report CSV and JSON exports by turning off price calculations
• Updated label on Customer/Worker Groups when Skins is turned on
• Fixes orders unable to be placed as an impersonation with Facebook Tracking turned on

4.14.2 – Release Date 8/01/2025

• Resolves Page Builder History Reversion Issue
• Disables credit card submission when a billing address state is not selected at checkout
• Allows Website Visits page to be viewed outside CIMcloud network
• Hides IP Address DDT on Countries Add-Edit page if there are no records
• Exposes Returns “Actions by Reason” and “Return Stages” menu links in the Worker Portal
• Fixes save on “Reason Settings” – “Use parent / child return reasons?” Worker Feature Setting [EvolveScript]
• Fixes scrolling after “Products Returning” modal submission on RMA in Worker Portal
• Removed duplicate History dropdown on Custom Code add-edit page
• Changed field validation from integer to decimal for Child Prices Starting At on Product add-edit page
• Fixes timeouts on Customer/Worker Group add-edit pages when there are many (over 1,000) members mapped
• Fixes cloning simple field mappings when copying in Report Builder
• Properly highlights copied Report Builder record after clicking the Toast notification
• Fixes disabled universal search form after the user clicked back after searching
• Fixes search for certain “Additional Images” filetypes on Product add-edit page
• Fixes PayPal checkout due to UpdateCart() running when placing an order with PayPal
• Fixes Dashboard and Retail logo filenames with spaces not displaying
• Updates quote_notification.asp to fix product aliases
  • Using the product name and sku from the order detail line since that contains the alias information if enabled on the sitefront
  • Removed logic attempting to load aliases on the current session since the email generation process doesn’t replicate the end user’s session information
• Fixes issue where Product Configurator answers wouldn’t display in the cart if GLOBAL_USE_CART_OPTIONS wasn’t also turned on
• Allows parent return reason names with parenthesis
  • Previously, if the Parent Name had parenthesis then they were ignored by DA3 SearchString
• Fixes an issue where ajax responses couldn’t be parsed due to incorrect Content-Type headers
  • This resolves the broken Product Catalog Cache – Current Status display on the clear cache page
• Added line section to ERP Credit Detail page, with it defaulted to off
  • Core feature to be created in later patch
• Updates cxml.asp to correct Post Logic errors when GLOBAL_LOG_PUNCHOUTS is ON
• Adding check for GLOBAL_CXML_ALLOW_PUNCHOUT_SETUP_REQUEST in global function ConfigureLogonTypes
• Fixed syntax error when chaining query strings on reCaptcha
• Updates name and help tip text for auto-login feature setting in “Create account and login” feature [EvolveScript]

4.14.3 – Release Date 8/26/2025

• Updates COM version to fix issues with passing liftgate flags on standard FedEx rate calls
• Adds GLOBAL_ORDER_NUMBER_PREFIX to the order number for the PayPal INVNUM field
• Fixes issue where payment detail page would not display payment information if it had not been applied to an invoice
• Updates hook SsjsApiActionProcessedProduct to include rawProduct as the first function parameter instead of null
• Grant permissions to fields searchfields16-20 on the products table for report builder [EvolveScript]
• Fixes issue where required upload fields weren’t being validated in question builder
• Fixes issue where password managers would auto-populated the username field on API App Authorization edits causing an incorrect value to be posted.
• Fixed Customer Site count on Manage Page
• Question Add-Edit – Replaced hard-coded value to be a site option on required_text validation
• Displays Lifecycle Stage on Data Move manage page for all workers, and shows a toast notification once “Run Once” is clicked
• Adds more options to pre-populate question on the Question Add-edit page
• Improved error handling in Gift Certificate add/edit page – now displays user-friendly error messages when referenced orders or products no longer exist instead of showing raw IDs
• page_builder.asp – Added localStorage cleanup for new pages in Page Builder
• Enhanced the cimcloud.report.getReportBuilderResults() helper function to include a third parameter limit
  • Including a limit value will return that number of results
• Improved SQL query performance across Sales Orders, Invoices, Payments, and Shipments pages for customers using the Power Customers bundle
  • Results in faster load times for customers without AQT set and a SearchString isn’t applied through ConfigureAccountsQueryTypeFilterSearch hook
• Updated “Add Product to Favorites” functionality to use toast notifications instead of plain text confirmation
  • Added automatic modal closing after successful addition to favorites
• Removed HTML tags from help text and titles titles in add_edit_links.asp
• Fixed typo in app_settings_documentation.asp (“recenlyViewed” to “recentlyViewed”)
• Enhanced page edit interface with additional file type filtering for image selection (added WEBP file support)
• Added placeholder text support for form input fields and textareas in question builder
• Added disabled states for multi-input form buttons when the buttons are not valid for the current state
• Updated CSS styling for multi-input buttons using new css class added to the buttons (.btn-multi-input)
• Fixes issue in page_builder.asp that prevented adding more than one image element to the page without refreshing the page in between
• Updates COM to v501
  • Fix for using ShippingAddress in order action filters
  • Various CXML fixes for datamover CXML processing
  • Updates to how the liftgate flag is handled for shipping
  • Adds liftgate filtering support for ship vias
  • Minor bugs fixes

API Management in the Worker Portal

• API App Authorizations Management
  • Reorganized column display to show Lifecycle Stage first
  • Replaced Format and Validate IP columns with Username and Authorization Type
  • Improved lifecycle stage and access type display with user-friendly labels
• Resetting App Authorization Passwords
  • Better alerts and Toastr notifications
  • Automatically saves the new password after confirmation
  • Automatically copies the new password to your clipboard
• API Resources Management
  • Reorganized column display to show Status first
  • Added HTTP Path column with integrated copy button
  • Added copy-to-clipboard functionality for API endpoints with visual feedback

4.14.4 – Release Date 9/11/2025

• Changed verbiage of “Legacy Editor” to “Simple Editor” on Content Pages
• Set ccvault SQL permissions for merchant_gateway_accounts_map. This script also applies vault permissions cumulatively to ensure future sites are created with the proper permissions. [EvolveScript]
• Modified Websites Visits page to include Human Verification score column regardless of whether recaptcha is turned on
  • Sets column to low priority on the table so it needs to be selected to be displayed
  • This is a workaround fix where USE_RECAPTCHA is not turned on for all Customer Sites
• Added performance optimization for parent-cust AccountsQueryType when sMainTableAlias is available
  • Now uses direct table field references (a_id, sold_to_a_id) instead of expensive JOIN operations when possible
  • Improves query performance for invoices, payments, sales orders, and shipments pages
• SQL Error fix for pages that do not set sMainTableAlias
• Removed the hardcoded SHOW_LIST_VIEW_ATC_PER_LINE = False used for dev testing in previous task
• Return Merchandise Authorization (RMA) Updates
  • Bug Fix on RMA Detail page joining to Return Actions table
  • Replacing Lifecycle Stage labels on RMA pages with Site Options
  • New hooks on RMA Confirmation Email to customize
• Reworks the SQL on mgr_un_pw_requests_man.asp to resolve timeout issues on some sites
• New index on customers table that filter by email and username [EvolveScript]
• Fixes issues where cart totals were altered when hitting the showcart.asp page without cookies or with a session that shouldn’t have access to the order.
• Adds new systemEmailRefId property to the EmailGenerationSettings. When set to a valid ref_id for a system email, it will pull the following from the system email record as defaults if none are set explicitly set already. This happens before it falls back to the DMI results and global options:
  • From Name
  • From Email
  • CC Addresses
  • Bcc Addresses
  • Subject

4.14.5 – Release Date 9/24/2025

• Adds “download” attribute to Bulk Add To Cart sample file download.
• Adds BuildImagePath to footer logo in Type 1 and 2 and to logo on landing.asp.
• Fixes issue where invalid products_form_elements_map records cause broken order_detail records to be created when adding configurator products to the cart.
• Fixes 500 error caused by Recaptcha when error codes are returned from the service
• Fixes JS error when calling utils.handleImageError in the home page and in other places in the page prior to the function and its dependencies being defined.
• Fixes the no-image url in handleImageError to use buildImagePath to ensure the image loads correctly.
• Updates COM to v504
  • Updates endpoint for the EBizConnect gateway integration
• Updates SOLR to v50
  • Includes product weight and ds_short in SOLR config files
• Fixes issue on payment page where the Place Order button remains disabled the first time an order loads where a default CC is assigned on page load and no other changes were made to the order after page load.

4.14.6 – Release Date 10/1/2025

• Product Configurator – Removed opt6 mapping on order_detail line when adding to cart, config_json already contains this JSON payload of selections
• More constraints on database table/field to fix duplicate records being created [EvolveScript]
• Adds new global JS function overrideValuePropertyForChange that accepts an input html element and overrides its value property to trigger the change event when value is set programattically via JS.
  • Built-in behavior is to only trigger the change event for inputs after the value has been changed by a user and the user leaves the input (ex when the focus is lost / onblur)
• Adds new KO binding handler triggerChangeOnJSChange that can be applied to an input field to allow updating it’s value programatticaly via JS.
  • This binding handler calls the new overrideValuePropertyForChange function in the init, passing the element the binding is applied to.
  • Without the binding handler, the value will update visually in the UI but will not update the KO model property.
• Adds the new triggerChangeOnJSChange handler to the payment page ponumber input field to ensure the value is updated on the order correctly if set by a script.
  • This resolves a potential issue reported where orders were submitted with a blank poNumber value even though there was JS to prevent it.
    • The only way to replicate the issue was to set the value in a way that a script or a form filler or autocomplete might set it. This doesn’t trigger the change event, so the order header was never updated, but the submission validation passed.
• Fixes issue with KO binding and the input value property override
• Fixes validation for the PO Number to check the model value instead of the input element’s value
• Removed hidden input duplicating the id for ponumber that’s no longer needed after validation fix
• Cleaning up ref_id values on tables used in constraints stored procedure to avoid failures. [EvolveScript]