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Spring '26 release notes

This topic contains the release notes for the Spring '26 release of Scientific Publications Cloud. The release notes are organized into these high-level sections:

As this page is maintained and updated over time to ensure accurate and timely information, Mavens recommends referencing the release notes online rather than printing and referencing static versions of the page. The Changelog page lists all notable changes made to this page.

Installation and upgrades

The Scientific Publications Cloud Spring '26 release can be installed with the Install Service at https://install.komodohealth.com/products/kpp/latest. New installs of Scientific Publications Cloud will be on the latest release while current customers will need to run and deploy the latest update.

warning

Remember to complete the steps in the Required post-upgrade actions section below as appropriate.

New features

The new release of Scientific Publications Cloud introduces several new features, which are detailed below. Information about enablement and configuration is included in the product documentation.

Enhanced Tasks tab on a document record

The Publication Planning Document Record Page (PP_Document_Record_Page) includes a redesigned Tasks tab that groups workflow tasks in a timeline aligned with document lifecycle stages.

Users can filter by time range, type, and status; sort by date; and expand or collapse Upcoming, Next Due, and Overdue sections. The Emails sub-tab also provides a combined communications timeline.

Tasks tab experience

This new design provides a clear, timeline-driven view of Upcoming, Next Due, and Overdue tasks and helps users find and update work more quickly. For more details, reference Tasks tab.

Follow the Update MCM Global Setting post-install step to see this update.

Related work item(s): MPP-3162

Migrate to the new Collaborator Portal

With this release, organizations can move from the legacy portal to the Salesforce Experience Cloud Collaborator Portal in Scientific Publications Cloud. The step-by-step guide of migrating to the new Collaborator Portal covers how to set up Experience Builder, configure the site's password page, and configure correct Apex access for guest users.

New Collaborator Portal

Related work item(s): MPP-3805

Forgot password and Reset password in Collaborator Portal

The Collaborator Portal now supports two self-service password workflows, giving users a streamlined way to regain access to their accounts.

Forgot and reset password

  • Forgot Password - Users who select Forgot Password on the live site before signing in can request a password reset by email. This experience is powered by the packaged ppPortalForgotPassword Lightning Web Component, which should be added to the Forgot Password page in the Experience Builder. The server identifies the portal user using the same lookup logic applied during login. When no matching account is found, a generic success message is displayed to prevent the exposure of valid email addresses.

  • Reset Password - Users who click the link in the welcome email or reset password email are directed to the Reset Password page, which must be configured to use the PP_SetPassword Visualforce page. This page requires a verified email address before a new password can be saved, displays the organization's password guidance whenever Salesforce supplies policy text for the site, and allows users to either enter a matching password pair or accept a system-generated suggestion when one is offered.

Refer to the product documentation for enablement and configuration details.

Related work item(s): MPP-3672

With this release, the Consent task details form (ppConsentTaskDetails) on a Consent (PP_Consent) task shows the Contact Verification (mvn__PP_Contact_Verification__c) field set PP_Consent_Task_Detail_Fields instead of the file preview so the assignee can review verification comments and approve or reject consent from the task.

Consent task

warning

External collaborators need object and field access to Contact Verification (mvn__PP_Contact_Verification__c) wherever you expect them to approve or reject consent from the Collaborator Portal. Grant the appropriate object permission (PP_App_Permissions_External) and field-level security.

For details, refer to the Consent task section on the Tasks page.

Related work item(s): MPP-3748

Migrate legacy Collaborator Portal settings in Install Service

The Install Service includes an optional step called Migrate legacy Collaborator Portal settings that provisions the SPC Collaborator Portal and maps email sender settings from the legacy Collaborator Portal by using subscriber-org custom metadata.

Install Service

For full behavior details, see Installation steps in Initial installation.

Related work item(s): MPP-3629

Collaborator Portal login

External authors now have a new login page for the Collaborator Portal, supporting two authentication methods (as configured by an administrator):

  • Login with password: Sign in with your Email and Password when password-based login is enabled for your Experience Cloud site (Collaborator Portal).

  • Passwordless login: Sign in with your Email and a One-time Code sent to your inbox when passwordless login is enabled for the Collaborator Portal.

The login experience validates that the user's email address is verified before continuing and automatically sends a verification email if it is not.

Login with passwordPasswordless login
Login with passwordPasswordless login

For end-user issues with codes or email verification, see Troubleshoot login issues.

Related work item(s): MPP-3671

Profile menu in SPC Collaborator Portal

In the SPC Collaborator Portal Experience Cloud site, external collaborators can update their contact information using the My Profile menu option. This option helps collaborators keep their profile information up to date.

CP Profile

For more information, refer to the Profile menu section in Collaborator Portal users.

Related work item(s): MPP-3673

Microsoft SharePoint integration

With the Spring '26 release, a new integration called Microsoft SharePoint integration is available in SPC. This integration lets users check out Scientific Publications Cloud documents to a customer-managed Microsoft SharePoint site using Microsoft Graph. All editing takes place in the full versions of Microsoft Word, PowerPoint, or Excel on files stored in your tenant. Salesforce takes care of check-in, checkout state, and permissions.

Sharepoint

For product documentation, including more information on how to use and configure Microsoft SharePoint, reference the Microsoft SharePoint page.

Related work item(s): MPP-3505

Updated features

The new release of Scientific Publications Cloud also contains several improvements and optimizations to existing features and functionalities to better align with customer feedback and provide an enhanced user experience. Unless noted otherwise, all updated features are shipped "off" by default for existing customers and "on" by default for new customers.

Publications Tracker swim lanes on Home Page

On the Home Page, the Publications Tracker now displays swim-lane cards instead of showing a separate tile for every individual document state. Documents are grouped by their Stage Label (Draft, Planning, etc.), so all Draft status documents appear together in one lane with a combined count.

Home page RN

For detailed walkthrough, see Dashboard tab.

Related work item(s): MPP-3676

Enhanced experience in Activities and Publications tabs

The Activities and Publications tabs on the Home (PP_Home) FlexiPage now use consistent filter styling. The Activities (Activity) tab shows My Activities and the Publications (mvn__CM_Document__c) tab shows My Documents.

Activities tab RN

Pubs tab RN

For more details, reference Home page.

Related work item(s): MPP-3677

Publications Tracker and Publications tab hidden in Collaborator Portal Home page

For external collaborators, the Publications tab and the Publications Tracker on the Dashboard tab are not shown when they open the Home page in the Collaborator Portal (Experience Cloud site). This allows them to focus on what they actually need to complete.

CP Home Page

The Dashboard Overview metrics and other Home page tabs continue to work as before. For more information, reference the Collaborator Portal Home Page and the info box in the Home page.

Related work item(s): MPP-3678

When external collaborators receive a task assignment notification email and click the call-to-action link, they are taken directly to the corresponding task record in the configured Collaborator Portal experience.

Email notification

Related work item(s): MPP-3912

Toast messages in "SPC Collaborator Portal Home Page"

When editing or completing tasks in the SPC Collaborator PortalHome PageActivities tab, collaborators now see relevant toast messages.

Toast message

Related work item(s): MPP-3781

Improved task layout

The task layout now emphasizes the Publication Details section over the Task Details section, giving users faster access to the most relevant information and reducing the need to navigate back and forth.

Task layout

Follow the Update Task FlexiPage layout post-install step to see this update.

Related work item(s): MPP-3749

No "Document Version" in Contact verification tasks

Whenever a Contact Verification task (Author letter of agreement, Conflicts of interest, or Editorial support) is created, the Document Version (mvn__CM_Document_Version__c) field is cleared while keeping the Contact Verification field (mvn__PP_Contact_Verification__c) populated.

As a result, collaborators no longer see a document shortcut on these tasks (as they are not related to a specific document), whether in the Collaborator Portal, the HomeActivities tab, or other related task views.

Document Version

Related work item(s): MPP-3774

Download package files together

In the Publication Planning Document Record Page (PP_Document_Record_Page) → Tasks tab, users can use Download to download package files associated with Document Version (mvn__CM_Document_Version__c) without downloading each file individually.

Download Package Files

For more details, reference Package Files related list.

Related work item(s): MPP-3718

Universal Checkout

The document checkout system has been unified so that the checkout experience is consistent regardless of where a checkout action is initiated. Authors and administrators will see the same behavior and options whether checking out from a document workspace, a list view, or any other entry point in Scientific Publications Cloud.

Universal checkout

Related work item(s): MPP-3468

Defect fixes and maintenance

Processing Result showing null on adding new Plan Team Members

Earlier, when adding a new record in the Plan Team Member, if Existing Role (mvn__PP_Existing_Role__c) was populated, the Processing Result (mvn__PP_Processing_Result__c) was not getting populated with the Pending state. It is fixed now.

Processing Result

Related work item(s): MPP-3826

Remove Document Roles button visible to all users

In the expanded Document Collaborators list, users without the required Provision User Accounts (PP_Provision_User_Accounts) custom permission were able to use the Remove Document Roles button, leading to unauthorized access.

With this release, the Remove Document Roles button is disabled (greyed out) for users not having Provision User Accounts (PP_Provision_User_Accounts) custom permission.

Remove Document Roles

Related work item(s): MPP-3775

Users unable to check out document from Home page

Users were not able to open documents in Microsoft 365 from the Home PagePublications tab using the Open in Microsoft 365 button, even when the task was assigned to them and a Publication Specialist had checked out the document. This issue is now fixed.

Checkout in 365

Related work item(s): MPP-3758

Metadata changes

The following subsections capture changes against entities in key areas of Scientific Publications Cloud in Spring '26. This list is not exhaustive, as it does not contain changes that are internal to the application and that are not exposed to customers for customization, extension, or integration.

Apex classes

Apex class changes are listed in the table(s) below:

New Apex classes
Work item(s)Apex class
MPP-3672PP_PortalForgotPasswordController
PP_PortalSetPasswordController
MPP-3671PP_PortalLoginController
PP_PortalAuthenticationService
PP_IPortalAuthenticationService
PP_LoginResponse
PP_VerifyLoginCodeRequest
MPP-3718PP_DocumentVersionPackageFileSelector
PP_IDocumentVersionPackageFileSelector
MPP-3748
MPP-3749
PP_ConsentTaskDetailsController
PP_TaskFilePreviewController
PP_ITaskSelector
MPP-3912PP_PortalExperienceUrlService
MPP-3826PP_PTMFlipProcessingResultTest
Modified Apex classes
Work item(s)Apex classModification explanation
MPP-3676PP_HomePageDocumentsControllerConsolidated getDocumentFiltersAndConfig; new getLifecycleTrackerData; refactored grouping/translation helpers.
MPP-3676PP_HomePageDocumentsControllerTestCovers merged endpoints and tracker payload/group-color scenarios.
MPP-3676PP_DocumentAuthorsSelectorSupporting queries for lifecycle tracker payloads.
MPP-3676PP_DocumentStateSelectorReads mvn__CM_Group_Custom_Label_API_Name__c for grouping.
MPP-3676PP_IDocumentAuthorSelectorSelector interface alignment with author lookups.
MPP-3671PP_ApplicationRegisters the portal authentication service and related selector wiring.
MPP-3671PP_UserSelector, PP_IUserSelectorSupports resolving portal-enabled users for login flows.
MPP-3162
MPP-3677
MPP-3718
PP_HomePageTasksControllerSupports HomeActivities enhancements and task actions used for Tasks timeline and package-file downloads.
MPP-3677PP_TaskResultWrapper
MPP-3677
MPP-3748
MPP-3749
PP_TaskSelectorSupports both the Home page task views and the task-detail document/context lookup used by the Spring '26 task experience updates.
MPP-3162, MPP-3677, MPP-3718PP_HomePageTasksControllerTestCovers HomeActivities enhancements and task action updates for timeline and package-file downloads.
MPP-3774PP_TaskInvocableHandlerClears mvn__CM_Document_Version__c on Tasks that reference mvn__PP_Contact_Verification__c after insert while preserving the contact verification link.
MPP-3781CM_WorkflowTaskServiceAdds safe-navigation checks so consent task permission validation handles records without workflow instance or document version.
MPP-3826PP_PlanTeamMemberFlipProcessingResult
note

Controllers expose initial-load Apex methods (getTasksInitialLoad, getDocumentsInitialLoad) and an additional cacheable permission check (hasReassignTaskPermission) used by Home (PP_Home) FlexiPage. These ship with this change set for Scientific Publications Cloud.

Custom labels

New custom labels
Work item(s)Custom label(s)
MPP-3671PP_LoginLabels
MPP-3673PP_ProfileMenuLabels
MPP-3676PP_Tracker_Document_Type_Label
PP_Tracker_All_Types
PP_Tracker_Subtype_Label
PP_Tracker_All_Subtypes
PP_Tracker_Clear_Filters
MPP-3781PP_Home_Page_Task_Updated_Successfully
Modified custom labels
Work item(s)Custom labelModification description
MPP-3677PP_Home_Page_Tasks_List_HeaderDisplay value updated from My Tasks to My Activities; short description references the Activities list.

Custom metadata types

Modified custom metadata types
Work item(s)Custom metadata type(s)Modification explanation
MPP-3676mvn__PP_Global_Setting__mdtPP_Default (Publication Tracker Settings JSON gains optional groupColor values for lane styling)
MPP-3162mvn__CM_Document_State__mdt
mvn__CM_Global_Setting__mdt
mvn__PP_Global_Setting__mdt
Supports Document record task lifecycle grouping and default settings used by the redesigned Tasks experience.
MPP-3749mvn__LY_Layout_Section__mdtPP_Pub_Document_Detail_Pub_Details adds the publication-details accordion section used by the task detail experience.
MPP-3826mvn__TAF_Trigger_Action__mdt (Plan_Team_Member_Flip_Processing_Result)
New custom metadata fields
Work item(s)Custom metadata typeField(s)
MPP-3505mvn__Feature_Activation__mdtmvn__FA_Text_Value__c
mvn__FA_Number_Value__c
New custom metadata records
Work item(s)Custom metadata typeMetadata record name(s)
MPP-3505mvn__Feature_Activation__mdtmvn__CA_SharePoint_Integration
mvn__CA_SharePoint_Premium
Modified custom metadata records
Work item(s)Custom metadata typeModification description
MPP-3912mvn__SE_System_Event__mdtPortal URL Path (mvn__PP_Portal_URL_Path__c) packaged default is blank.

FlexiPages

New FlexiPages
Work item(s)FlexiPage
MPP-3748
MPP-3749
Task_Record_Page
Modified FlexiPages
Work item(s)FlexiPage
MPP-3748
MPP-3749
PP_Workflow_Task_Detail_Page

Layouts

New page layouts
Work item(s)Layout
MPP-3673UserAlt-User Profile Layout

Lightning components

Modified Lightning components
Work item(s)Lightning componentModification description
MPP-3162mvn__cmDocumentTaskTabDocument record Tasks tab timeline experience.
MPP-3162
MPP-3718
mvn__ppHomePageTaskActionsAdds task-level package file download action behavior.

Lightning Web Components

New Lightning Web Components
Work item(s)Lightning Web Component(s)
MPP-3671mvn__ppPortalLogin
MPP-3673ppProfileMenu
MPP-3748
MPP-3749
ppConsentTaskDetails
ppTaskFilePreview
MPP-3747
MPP-3749
cmRelatedDocumentTaskViewForm
Modified Lightning Web Components
Work item(s)Lightning Web Component(s)Modification explanation
MPP-3676ppHomePageAdds the new swim-lane view, Document Type and Subtype filters, in-browser grouping of document counts, and refreshed data handling for the tracker.
MPP-3676, MPP-3677ppHomePageDocumentsUses the updated Apex methods for filters and settings, and ensures the Publications tab honors the same lane groupings shown on the Home page.
MPP-3677ppHomePageTasks
MPP-3747cmTaskDetailHeaderHosts overdue treatment plus download and Microsoft 365 actions in the task detail header.
MPP-3747cmTaskDetailHeaderActionsWires task header actions, permissions, and toast behavior for publication-facing tasks.
MPP-3747cmDocumentDetailViewAccepts task-driven document context in addition to page-reference discovery.
MPP-3758ppHomePageDocumentActions
MPP-3781ppHomePageTaskActionsReplaces ShowToastEvent with lightning/toast for Collaborator Portal task-update feedback.

Objects

New Object field sets
Work item(s)ObjectField set
MPP-3748mvn__PP_Contact_Verification__cPP_Consent_Task_Detail_Fields

Permission sets

New permission sets
Work item(s)Permission set
MPP-3505mvn__CA_SharePoint_Integration_User
Modified permission sets
Work item(s)Permission setModification description
MPP-3748PP_App_Permissions_ExternalAlign external collaborator access with Contact Verification visibility requirements.
MPP-3671PP_Content_Author_ExternalGrants external authors access to the new portal login Apex controller for the Login experience.
MPP-3781PP_Content_Author_ExternalEnables CM_Reassign_Task so external collaborator task actions align with internal permission checks.

Required post-upgrade actions

This section includes the required actions administrators must take after upgrading to the Scientific Publications Cloud Spring '26 release. Each required action specifies the criteria for consideration, which details the conditions that must exist to warrant action by a customer.

Run the MigrateCheckOutToCaCheckOutBatch Apex batch job

After upgrading to Spring '26, run the MigrateCheckOutToCaCheckOutBatch Apex batch job from your org's Developer Console or via anonymous Apex before authors attempt to check in or resume editing any documents that were checked out prior to the upgrade. This batch class is included in the upgrade package.

Database.executeBatch(new MigrateCheckOutToCaCheckOutBatch());

Run apex job

Update MCM Global Setting

If you are upgrading from a previous version of Scientific Publications Cloud to Spring '26, you must configure the Document Task Timeline Field Set in MCM Global Setting. To do so:

  1. In SetupCustom Metadata Types, click Manage Records next to MCM Global Setting.

    MCM Manage Records

  2. Click Default.

    Global Default

  3. Click Edit and in Document Task Timeline Field Set, add mvn__CM_Document_Task_Timeline_Detail_Fields.

    Document Task Timeline Field Set

  4. Save.

Update Task FlexiPage layout

  1. In the Task (Task) FlexiPage, click the Setup icon → Edit Page.

    Task record page

  2. Drag and drop Task File Preview and Related Document Task View Form managed components into the layout and Save.

    Edit flexipage