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Spring '25 release notes

This topic contains the release notes for the upcoming Spring '25 release of Komodo Publications Planning. 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, Komodo Health 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.

For the release notes from earlier versions of Komodo Publications Planning, visit the Archive.

New features

The new release of Komodo Publications Planning will contain several new features whose functionalities are detailed below. Details about enablement and configuration are included within the product documentation, which will be updated as the release is made available.

Enhanced timeline visualization

Komodo Publications Planning will include a new Visualizations package that provides a configurable Gantt chart visualization as a Timeline (khvTimelineWrapper) component. This component can be used on any sObject's record page, can be configured for any Salesforce data structure, and is customizable and interactive. With the new package, Komodo Publications Planning also provides a default configuration for the timeline to show related journals and congresses on annual plans. To use this, admin users can modify the Annual Plan (mvn__PP_Plan_Budget__c) flexipages and drag and drop the new Timeline component anywhere on the page. It can therefore be used in place of Komodo Publications Planning's current Timeline (ppTimelineWrapper) component.

Note

If you have previously installed the Beta version of the Visualizations package, this new Visualizations package will contain a few enhancements, including, but not limited to, the following:

  • Admin users will be able to customize the appearance of the timeline visualization by uploading a CSS file and any media files as static resources and referencing them on the Gantt Chart (mvn__KHV_Gantt_Chart__mdt) custom metadata type.

  • Admin users will be able to configure filter options to be used on the timeline visualization via the Gantt Chart Item (mvn__KHV_Gantt_Chart_Item__mdt) custom metadata type.

  • Users will be able to click the groups, nested groups, and subnested groups on the left column of the timeline visualization to open the linked record in a new tab.

Related work item(s): MPP-2149, MPP-2150, MPP-2349, MPP-2350, MPP-2351, MPP-2352, MPP-2353, MPP-2383, MPP-2384, MPP-2444, MPP-2448, MPP-2453, MPP-2462, MPP-2481, MPP-2482, MPP-2504, MPP-2542, MPP-2543, MPP-2798, MPP-2799, MPP-2800, MPP-2801, MPP-2870

Files Connect with Google Drive

Komodo Publications Planning will introduce an integration with Google Drive through Salesforce's Files Connect service that enables users to create, reference, and collaborate on files that are hosted externally. The files can be Microsoft 365 files, Google Drive files, and other text and image files stored in Google Drive and can be used to create both documents and package files in Komodo Publications Planning. Users will also be able to create snapshots of the files to track changes. The free, default Files Connect integration uses Google Drive as an external data source and enforces a file size limit of 6MB while the premium Files Connect integration uses Google Drive as an external service and can upload files up to 75MB and download files up to 2GB per Salesforce's limitations.

Related work item(s): PLTFM-3034, PLTFM-3037, PLTFM-3075, PLTFM-3096, PLTFM-3107, PLTFM-3108, PLTFM-3109, PLTFM-3116, PLTFM-3127, PLTFM-3136, PLTFM-3149, PLTFM-3162, PLTFM-3168, PLTFM-3169, PLTFM-3170, PLTFM-3173, PLTFM-3193, PLTFM-3201, PLTFM-3300

Trigger Action Framework (TAF)

Komodo Publications Planning will introduce the Trigger Action Framework (TAF) to allow developers and administrators to use custom metadata to configure trigger logic that can be used for both Apex and Flow. With TAF, there are three new custom metadata types. The Trigger Action (mvn__TAF_Trigger_Action__mdt) custom metadata type defines an individual trigger or action to run and in what order, the sObject Trigger Setting (mvn__TAF_sObject_Trigger_Setting__mdt) custom metadata type defines the sObject and context in which the trigger or action should be run, and the Trigger Finalizer (mvn__TAF_DML_Finalizer__mdt) custom metadata type defines the final piece of code that should execute once at the end of a Data Manipulation Language (DML) operation. Out of the box, TAF in Komodo Publications Planning will come with several default Trigger Action and Trigger sObject Setting metadata records.

Related work item(s): MPP-2828

Updated features

The new release of Komodo Publications Planning will also contain 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.

Updated sync service

Komodo Publications Planning has a sync service that ensures related Document (mvn__CM_Document__c) records, such as Document Version (mvn__CM_Document_Version__c), Document Collaborator (mvn__PP_Document_Author__c) records, and Document Role (mvn__CM_Document_Role__c) records, are all in sync. For example, if a document collaborator is set to inactive, the sync service ensures that all of their document roles are removed. Currently, the sync service is in a queueable class and is triggered from record updates. The sync service will be moved into the new PP_DocumentRoleCollaboratorSyncBatchable and PP_DocumentRoleCollabSyncSchedulable classes and will be triggered via the Trigger Action Framework (TAF) described above. This update will reduce the reliance on multiple Queueable jobs, streamlining sync operations and improving data integrity. When triggered, the new Pending Sharing Update (mvn__CM_Pending_Sharing_Update__c) field on the Document record will be set to true, a warning message will appear on the Document Collaborators related list to indicate that a sync is pending or in process, and the scheduled batch class will retrieve all of the pending documents and sync any related records, including populating the Annual Plan (mvn__PP_Plan_Budget__c), Concept (mvn__PP_Concept__c), DOI (mvn__PP_DOI__c), and Publication Plan (mvn__PP_Plan__c) fields on the appropriate Document Version record(s). The batch class is scheduled to run every 5 minutes by default.

Related work item(s): MPP-2689, MPP-2919

Propagation of document collaborators onto cloned documents

Currently, when a document is cloned, none of the document collaborators from the original document appear in the Document Collaborators component on the cloned document. In the new release, all of the document collaborators from the original document will be propagated onto the cloned document. To disable this and revert back to the current behavior, the new Clone Collaborators on Document Clone (mvn__PP_Doc_Collaborator_Propagation_on_Clone__c) field on the Default (PP_Default) Pubs Global Setting (mvn__PP_Global_Setting__mdt) metadata record must be set to false. When using this feature, admin users will also be able to specify the set of fields on the Document Collaborator (mvn__PP_Document_Author__c) object that should be copied for each document collaborator that is propagated onto a cloned document. A new Cloned From (mvn__CM_Document__c) field will also be available on the Document object to track the original document from which the current document was cloned.

Related work item(s): MPP-2829, PLTFM-3276

Hide file hosting options in New Document wizard

Admin users will be able to hide each of the file hosting options in the New Document wizard via new fields on the MCM Global Setting (mvn__CM_Global_Setting__mdt) custom metadata type. This will enable admins to have greater control over the types of documents that users can create in Komodo Publications Planning.

Related work item(s): PLTFM-3034, PLTFM-3094

Collaborator Portal updates

The new release of Komodo Publications Planning will also include a new version of the Collaborator Portal. The updated Collaborator Portal contains several enhancements to existing functionalities as well as improvements to the user interface and user experience (UI/UX). Unless noted otherwise, all updated features are shipped "off" by default for existing customers and "on" by default for new customers.

Custom workflow outcomes

Any custom workflow outcomes that have been configured for the Salesforce instance of Komodo Publications Planning to more accurately capture the statuses of workflows and tasks will also appear in the Collaborator Portal. This means that users in either the Salesforce instance or the Collaborator Portal will be able to select from the same custom options when marking a workflow task complete. When no custom outcomes are set, the Task record type will continue to be used for the possible workflow outcomes in the Collaborator Portal, as in previous releases. 

Related work item(s): MPP-2565, MPP-2566

External documents and files from Google Drive

If the integration with Google Drive through Salesforce's Files Connect service is configured as described above, any external documents or files that are created in the Salesforce instance of Komodo Publications Planning will also be available in the Collaborator Portal. However, only the package files for the external documents can be downloaded; the document files themselves cannot be downloaded and the KPP_PortalDownloadIcon.png Pub and KPP_PortalFilesIcon.png Pub & Package Files buttons will be disabled (i.e., greyed out) for the publication document.

Related work item(s): MPP-2688, MPP-2757

Configure package file labels

Two new custom labels will be available in Komodo Publications Planning for admin users to configure the package file labels in the Collaborator Portal. The new PP_Pub_And_Package_File_Download_Button custom label can be used to change the default Pub & Package Files button that downloads the publication document along with any package files while the PP_Package_Files_List_Header custom label can be used to change the default "Package Files" section header within the Related Documents tab.

Related work item(s): MPP-2742

Defect fixes and maintenance

Table 4, “Fixed items details defects and maintenance items identified in Komodo Publications Planning Fall '24 that will be fixed in Komodo Publications Planning Spring '25.

Table 4. Fixed items

Work item(s)

Description

New behavior

MPP-2368

When a user clicks the Reset button in the Document Collaborator Search wizard, the Collaborator Type field does not reset or clear.

The Reset button in the Document Collaborator Search wizard will revert all of the search fields to their default values, including the Collaborator Type field.

MPP-2632, MPP-2942

When a user clicks the Provision User button in the Document Collaborators component, the Provision User modal that opens may appear to load indefinitely. The user can either close out of the modal and/or refresh the page to try again or click the + Provision User button in the empty modal. However, if the user clicks the + Provision User button while the Provision User modal is still loading, the User JSON Definition (mvn__PP_User_JSON_Definition__c) field on the User Request (mvn__PP_User_Request__c) record will either be empty or incomplete.

The Provision User modal will no longer load indefinitely, and the + Provision User button in the modal will be disabled (i.e., greyed out) while the modal loads. This will ensure that users only submit provision requests that contain all of the new user's information.

MPP-2722

When a user creates a publication plan, the user becomes the owner of the publication plan and no other plan team member can be added with the plan owner role. However, if a plan team member is added with another role, the role can be edited to the plan owner role.

Only one plan owner can exist on any publication plan. A new validation rule, PP_Limit_Plan_Owner, will throw an error if a plan owner already exists on a publication plan and a user tries to update the role of another plan team member to the plan owner role.

MPP-2786

An existing user, such as a publication manager, may click the Provision User button in the Document Collaborators component multiple times for a new user because it is not always obvious if a provisioning request has already been created. However, if the Provision User button is clicked more than once before the provisioning process is complete, the new user may be created without a link to the appropriate Contact record and therefore may not have access to any publications. This may cause the publication manager to assume the new user has not yet been provisioned and click the Provision User button again.

The Provision User button will be disabled (i.e., greyed out) after the provisioning request for the new user is submitted and will remain disabled while the provisioning process is pending or running. This will ensure that only one user request is created for each new user or contact. Existing users like publication managers will only be able to click the Provision User button again for the same new user if the initial user provisioning request fails.

MPP-2851

To transfer the Owner role from the current owner of a document to another user, users must click the down arrow next to the current document owner in the Document Collaborators component and then select the Transfer Ownership option. This user flow is not intuitive because the Transfer Ownership option is difficult to find.

A new Transfer Ownership button will be added to the top right corner of the Document Collaborators component, next to the New button. This will be easier to find than the original Transfer Ownership button, but the original button will still be available as well. Both buttons will open the same Transfer Ownership wizard.

PLTFM-2551

If a user creates a document without a file and then uploads a rendition for the document, the document’s metadata appear in both the Preview and Details tabs on the Document record page. Additionally, in the Preview tab, the document’s metadata appear below the file preview and therefore overflow outside the file preview component.

When a document has a rendition, the Preview tab will only show the file preview and will not show the document's metadata. The document’s metadata will only appear in the Details tab.

PLTFM-3072

Document roles cannot be removed from users with open workflow tasks on documents, even if the document roles are not associated to the open tasks.

Document roles can be removed from a user as long as the document roles are not associated to any of the user’s open tasks on the document or the user is assigned the new CM Delete Document Role With Open Tasks (CM_Delete_Document_Role_With_Open_Tasks) custom permission.

PLTFM-3097

In the Upload New Version modal, users are able to create a new version of a document without uploading a file.

The Upload New Version modal will require a file to be uploaded for every new document version. If users click Save without uploading a file, an error message will appear.

PLTFM-3123

When a workflow is started and tasks are assigned to multiple users, every user receives notifications about the task assignments, including the tasks that are assigned to other users.

Users will only be notified about tasks that are assigned to themselves. Notifications will no longer be sent for tasks that are assigned to other users.

PLTFM-3324

NotIncludes is not a valid operator value in criteria definitions.

Users will be able to set the operator property to equal NotIncludes when creating criteria definitions.



Metadata changes

The following subsections capture the changes against entities in key areas of Komodo Publications Planning that will be introduced in the latest release. This list is not exhaustive, as it does not contain changes that are internal to the application and that will not be exposed to customers for customization, extension, or integration.

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

Table 5. New Apex classes

Work item(s)

Apex class

MPP-2689

PP_DocumentRoleCollaboratorSyncBatchable

PP_ResetPasswordRequestService

PP_DocumentRoleCollabSyncSchedulable

PP_DocumentRoleCollabSyncSchedulable



Aura component changes are listed in the table(s) below:

Table 6. New Aura components

Work item(s)

Aura component

MPP-2149, MPP-2150, MPP-2349, MPP-2350, MPP-2351, MPP-2352, MPP-2353, MPP-2383, MPP-2384, MPP-2444, MPP-2448, MPP-2453, MPP-2462, MPP-2481, MPP-2482, MPP-2504, MPP-2542, MPP-2543, MPP-2798, MPP-2799, MPP-2800, MPP-2801, MPP-2870

khvTimelineWrapper



Custom label changes are listed in the table(s) below:

Table 7. New custom labels

Work item(s)

Custom label(s)

MPP-2149, MPP-2150, MPP-2349, MPP-2350, MPP-2351, MPP-2352, MPP-2353, MPP-2383, MPP-2384, MPP-2444, MPP-2448, MPP-2453, MPP-2462, MPP-2481, MPP-2482, MPP-2504, MPP-2542, MPP-2543, MPP-2798, MPP-2799, MPP-2800, MPP-2801, MPP-2870

KHV_Gantt_Chart_Not_Found

KHV_Item_Due_Date_Status_Approaching_Deadline

KHV_Item_Due_Date_Status_In_Progress

KHV_Item_Due_Date_Status_Overdue

KHV_Item_Due_Date_Status_Today

KHV_Query_Misconfiguration

KHV_Timeline_Header

MPP-2742

PP_Package_Files_List_Header

PP_Pub_And_Package_File_Download_Button

MPP-2919

PP_Document_Collaborator_List_Header_Subtitle

PP_Document_Collaborator_List_Header_Subtitle_Helptext

PLTFM-3034, PLTFM-3037, PLTFM-3075, PLTFM-3096, PLTFM-3108, PLTFM-3109, PLTFM-3116, PLTFM-3127, PLTFM-3162, PLTFM-3169, PLTFM-3173, PLTFM-3193, PLTFM-3201, PLTFM-3300

CM_Add_File_No_Options_Instructions

CM_Authorize_File_External_Service

CM_Authorize_File_Repository

CM_Can_Not_Replace_Existing_File

CM_Copy_Link

CM_Create_Snapshot_Version

CM_Document_New_Version_Snapshot_Email_Body

CM_Document_New_Version_Snapshot_Feed_Body

CM_Document_New_Version_Snapshot_Notification_Body

CM_Document_Version_Can_Not_Replace_File

CM_Document_Version_No_Folder_Message

CM_Document_Version_Snapshot_Log

CM_External_File_Warning

CM_File_Create_Type_Not_Supported

CM_File_External_Auth_Close_Message

CM_File_No_Options

CM_File_Repository_Auth_Close_Message

CM_File_Repository_Auth_Close_Title

CM_File_Repository_Back

CM_File_Repository_Create

CM_File_Repository_Create_New

CM_File_Repository_Loading_More

CM_File_Repository_New_Item

CM_File_Repository_Select

CM_File_Repository_Select_File

CM_File_Repository_Select_Folder

CM_File_Size_Limit_Exceeded

CM_Files_Connect

CM_Files_Connect_Disclaimer

CM_Files_Connect_Document

CM_Files_Connect_Presentation

CM_Files_Connect_Spreadsheet

CM_Files_Connect_Upload_File

CM_Latest_External_File_Warning

CM_Latest_External_File_Warning_Header

CM_Microsoft_Excel

CM_Microsoft_PowerPoint

CM_Microsoft_Word

CM_Missing_File_Repository_Permissions

CM_Missing_Files_Connect_File_Access

CM_New_External_Version

CM_New_Snapshot_Version

CM_No_Repositories

CM_Open

CM_Package_File_Queue_Success_Message

CM_Replace_Existing_File

CM_Replace_File

CM_Search_File_Repository

CM_Select_From_File_Repository

CM_Selected_File

CM_Selected_Folder

CM_Service_File_Size_Limit_Exceeded

CM_Snapshot_Current_Version

CM_Snapshot_File_Size_Limit_Exceeded

CM_Snapshot_Queue_Success_Message

CM_System_Event_Document_New_Version_Snapshot

CM_Upload_External_Version

CM_Upload_New_File

PLTFM-3097

CM_Document_Version_No_File_Message



Table 8. Modified custom labels

Work item(s)

Custom label

Modification description

PLTFM-3169

CM_Upload_New_Version

Updated value from Upload New Version to Create New Version.

PLTFM-3300

CM_Add_File_Instructions

Updated value from To add a file use the Upload File or Add External Link buttons above to To add a file use the buttons above.



Custom metadata type changes are listed in the table(s) below:

Table 9. New custom metadata types

Work item(s)

Custom metadata type(s)

MPP-2149, MPP-2150, MPP-2349, MPP-2350, MPP-2351, MPP-2352, MPP-2353, MPP-2383, MPP-2384, MPP-2444, MPP-2448, MPP-2453, MPP-2462, MPP-2481, MPP-2482, MPP-2504, MPP-2542, MPP-2543, MPP-2798, MPP-2799, MPP-2800, MPP-2801, MPP-2870

mvn__KHV_Gantt_Chart__mdt

mvn__KHV_Gantt_Chart_Item__mdt

MPP-2828

mvn__TAF_Trigger_Action__mdt

mvn__TAF_DML_Finalizer__mdt

mvn__TAF_sObject_Trigger_Setting__mdt



Table 10. New custom metadata fields

Work item(s)

Custom metadata type

Field(s)

MPP-2829

mvn__PP_Global_Setting__mdt

mvn__PP_Cloned_Doc_Collab_Field_Set_Name__c

mvn__PP_Doc_Collaborator_Propagation_on_Clone__c

PLTFM-3034, PLTFM-3094, PLTFM-3116, PLTFM-3127, PLTFM-3169, PLTFM-3173

mvn__CM_Global_Setting__mdt

mvn__CM_Enable_External_Files_Connect__c

mvn__CM_Files_Connect_Environment__c

mvn__CM_Files_Connect_Excel_Template__c

mvn__CM_Files_Connect_Snapshot_To_Current__c

mvn__CM_Files_Connect_PowerPoint_Template__c 

mvn__CM_Files_Connect_Word_Template__c

mvn__CM_Hide_External_File_Button__c

mvn__CM_Hide_Files_Connect_File_Button__c

mvn__CM_Hide_M365_File_Button__c

mvn__CM_Hide_No_File_Button__c

mvn__CM_Hide_Translation_File_Button__c

mvn__CM_Hide_Upload_File_Button__c



Table 11. New custom metadata records

Work item

Custom metadata type

Metadata record name(s)

PLTFM-3034, PLTFM-3109

mvn__SE_System_Event__mdt

CM_Document_New_Version_Snapshot

mvn__SE_System_Event_Configuration__mdt

CM_Document_New_Version_Snapshot

PLTFM-3034, PLTFM-3149

mvn__CT_Content_Type__mdt

bmp

gif

jpg

png

svg

tiff

zip



Table 12. Modified custom metadata fields

Work item(s)

Custom metadata type

Field

Modification description

PLTFM-3034, PLTFM-3109

mvn__CM_Document_State_Entry_Action__mdt

mvn__CM_Type__c

Added the New Snapshot Version (CM_New_Snapshot) picklist value.



Object changes are listed in the table(s) below:

Table 13. New object fields

Work item(s)

Object

Field

MPP-2689

mvn__CM_Document__c

mvn__CM_Pending_Sharing_Update__c

MPP-2829

mvn__CM_Document__c

mvn__CM_Cloned_From__c

PLTFM-3034, PLTFM-3168

mvn__CM_Document__c

mvn__CM_External_Content_Version_Id__c



Table 14. Modified object fields

Work item(s)

Object

Field

Modification description

PLTFM-3169

mvn__CM_Document_Version__c

mvn__CM_Check_Out_Type__c

Added FilesConnect as a picklist value.



Table 15. New object field sets

Work item(s)

Object

Field set

MPP-2829

mvn__PP_Document_Author__c

mvn__PP_Document_Author_Clone_Fields



Permission changes are listed in the table(s) below:

Table 16. New custom permissions

Work item

Custom permission

PLTFM-3072

CM_Delete_Document_Role_With_Open_Tasks



Static resource changes are listed in the table(s) below:

Table 17. New static resources

Work item(s)

Static resource(s)

MPP-2757, PLTFM-3034, PLTFM-3116

cmExcelTemplate

cmPowerPointTemplate

cmWordTemplate



Required pre-install & pre-upgrade actions

This section includes the required actions administrators must take before installing and upgrading to the Komodo Publications Planning Spring '25 release.

Enable Lightning Web Security

Lightning Web Security (LWS) must be enabled to install and upgrade to the Komodo Publications Planning Spring '25 release. For instructions, reference Salesforce's documentation on how to Enable Lightning Web Security in an Org.