About Release Notes
Apttus Release Notes contain the following information about Max Spring 2020 Release on Salesforce
- Packages: Lists packages that are required to upgrade to this release of the product
- System Requirements and Supported Platforms: Lists requirements and recommendations for installing this release
- New Features: Provides high-level descriptions of new features introduced in this release, with links to more detailed information
- Enhancements: Provides high-level descriptions of enhancements to existing features
- Resolved Issues: Lists customer-reported issues that are resolved in this release or known issues resolved from previous releases
- Known Issues: Lists known issues that are applicable in this release
This documentation may contain descriptions of software features that are optional and for which you may not have purchased a license. As a result, your specific software solution and/or implementation may differ from those described in this document. Please contact your CSM or AE for information on your specific features and licensing.
The following packages and dependent packages are required to upgrade to this release to utilize all the new features of this release. These are the minimum required versions; later versions are also supported. Separate prerequisites for each feature can be found in the respective guides. The packages marked as (New) are new packages in this release.
Latest Certified Version
|Apttus Max (New)||Microsoft Azure: 2.0.0173|
IBM Cloud: 18.104.22.168
System Requirements and Supported Platforms
The following table lists the communication channels and supported platforms required for communicating with Max.
Apttus Max supports the following browsers:
Note: Internet Explorer is no longer supported on the Apttus Platform.
The following features are new to Max on Apttus Omni:
Apttus Max introduces the Lookup Approvals conversational flow, using which you can look up for approval and approval fields. You can perform follow-up actions on approvals such as view more details, add comments, and email approval details to yourself. You can also approve or reject an approval request.
For more information, refer to Lookup Approvals in Max on Salesforce User Guide.
Edit Tenants using Admin Console
You can now edit the tenant configuration details of an existing Max chatbot using the Admin Console.
For more information, refer to Setting up Basic Configurations in Max on Salesforce Administrator Guide.
Ability to define Synonyms using Admin Console
With Max Admin Console, you can now define synonyms for Salesforce standard as well as custom fields. Using this feature, you can customize your conversations with Max according to the verbiage used in your organization.
For more information, refer to Defining Synonyms in Max on Salesforce Administrator Guide.
With Max, you can now generate quote documents using conversational workflows. While generating the quote, you can also specify the document template, document format and add watermark to your quote document.
For more information, refer to Generating Quotes in Max on Salesforce User Guide.
With Max, you can now clone an existing Quote/Proposal. Cloning a quote copies all the information from the existing quote, including field data, line items, and proposal header information.
For more information, refer to Cloning existing Quotes in Max on Salesforce User Guide.
You can now converse with Max using Slack as a communication channel. Max is a communication channel within Slack.
For more information, refer to Slack Connectivity in Max on Salesforce User Guide.
With Max, you can create flows in Salesforce to provide Chatter notifications. Max assists you in creating a flow by asking a series of questions.
For more information, refer to Configuring Proactive Notifications in Max on Salesforce Administrator Guide.
There are no enhancements in this release.
The following table lists the known issues resolved from the previous release.
|Apttus Internal ID||Description|
|N/A||Max gave an error if you used an apostrophe (') in a conversational input.|
|MAX-3095||If you expressed date range in the format, <date> to <date>, Max understood the end date incorrectly.|
|MAX-3555||Although Max supported the conversation for updating the Price Book ID of a quote, you could not update the Price Book ID field of the quote using Max.|
|MAX-3885||You could not access Max via Microsoft Edge browser.|
|MAX-3894||If you referenced a date in a query, as "show me<object> for <date>”, Max incorrectly tagged the date as a name and returned incorrect results.|
|MAX-4041/MAX-4241||If you gave a combined input to update the line item owner, Max ignored the name of the owner that you provided in the input and asked you for the new owner value. In the confirmation step, Max displayed the owner ID instead of the owner name.|
|MAX-4393||The hyperlinks for Proposal ID and Created By fields in quote cards were incorrect.|
|MAX-4465||Max provided incorrect answers to yes-no questions pertaining to the existence of an object.|
|MAX-4493||If you asked Max to create an NDA and there were no accounts missing an NDA, Max did not display the account options for you to select a parent account.|
|MAX-4503||You could not remove opportunity team members using combined instructions.|
|MAX-4509||If you asked Max to create an NDA in a conversation that caused Max to ask you a follow-up topic switch question, Max did not retain the name mentioned in the initial command if you clicked Yes.|
|MAX-4518||If you clicked Submit after entering text using Keyboard Dictation, the text was not cleared right away and remained in the dictation window. This issue was observed in phones using version 13.2.3 of iOS 13.|
|MAX-4538||When you asked Max to update a specific product in the update quote conversation, it replied saying the specific line item cannot be found. Although, Max displayed the existing line items matching your query.|
|MAX-4549||If you updated a quote and submitted it for approval, you could not search for your most recent quote. Max replied saying it cannot understand your input.|
|MAX-4551||Max did not include the quantity of the products in the line item display cards in the update quote workflow. This issue was observed when you gave Max combined instructions.|
|MAX-4553||Max provided incorrect answers to yes-no questions if the question contained 'any' keyword.|
|MAX-4568||If you searched for opportunity line items by their associated product names, Max provided incorrect results. This issue was observed with long product names.|
|MAX-4585||Explain Yourself functionality was not available for chatbots launched using the Admin Console.|
The following are the known issues for this release.
|Apttus Internal ID||Description|
|N/A||Max shows up the typing indicator even though it is not processing anything. To continue, type your next command in the chat window.|
|N/A||While processing a complex query, Max ignores the query part which it can not process.|
Max has a limited ability to recognize record names (for example: Quotes, Opportunities, Accounts), if there are more than 2 words.
|N/A||When working with Quote, Max interprets Close date as the Expected End Date of the quote.|
|N/A||You cannot update fields with Long Text (for example: description, next step) through combined instructions.|
|MAX-2771||Max sometimes returns error while completing the send for proposal workflow. Max also incorrectly updates the proposal templates and changes the recipients.|
|MAX-3540||Max does not support the X.X date format.|
|MAX-3635||Max does not display the latest values of the sales discount for a quote line item. This happens because the latest configuration details for the active proposal cart are not reflected on the Proposal Line Item object but on the Configuration Line Item object.|
When you create a quote header through Max, Max does not populate the price list.
Workaround: Set the price list manually.
|MAX-4536||After you update the quantity or discount of a quote and select a line item, you cannot update the value of another field. Max ignores your input and asks you for the new value of quantity or discount of the quote.|
While configuring card display fields using Max Admin Console, the Field(API) Name is not populated sometimes.
Workaround: Administrators can enter the Field(API) Name manually.
Max does not give a yes/no answer to the following kind of queries:
You cannot ask Max to change the email recipient by using conversational input.
Workaround: Click Change Recipient action button.
Max conversation disappears after you click a link in the Salesforce1 mobile app.
Workaround: To redisplay your conversation, ask Max to Go back or Help.
|MAX-5426||When you ask to lookup the approval status on your last approval, Max does not highlight the Approval Status field in the response card.|
Max does not understand the following query:
Workaround: Rephrase your query to show me approvals I submitted on 01/01
|MAX-5434||When you ask to lookup multiple records on Teams, Max returns out of order results.|
Max returns incorrect results for the following query:
Workaround: Ask Max to Lookup quotes greater than 5K and then use the clone quote workflow.
|MAX-5444||Max does not consider the document format mentioned in the Create NDA query.|
If you define a synonym for an existing field, Max does not respond to it if you address the field implicitly.
Workaround: Call out the field name explicitly in your query.
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DOC ID: MAXSFSPR20RN20200410