About Release Notes

Apttus Release Notes contain the following information about Merge Service Summer 2020 Patch 1 Release on Salesforce. 

  • Packages: Lists packages that are required to upgrade to this release of the product
  • 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.

Packages

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.

Product

Latest Certified Version

Apttus Merge Service (New)

5.9.1.807

Merge Service Release Configuration

By default, your production org references the GA version of Merge Service. If you had previously configured Merge Service for pre-release, you will need to change some settings to use the GA version of Merge Service. All Merge Service implementations need to have the Comply System properties. You need to configure Proposal System properties if you have installed the Apttus Proposals Management package.

Use the following URLs to upgrade to the production version of Merge Service:

The following configurations allow you to change your Merge Service or remote site settings:

To change your Merge Service setting

  • For Comply System Properties

  1. Go to Setup > App Setup > Develop > Custom Settings.

  2. Click Manage for Comply System Properties.
  3. Click System Properties and the Merge Webservice Endpoint setting is displayed.
  4. Change the setting to the merge webservice endpoint URL listed above or another URL provided by Apttus and click Save.
  • For Proposal System Properties
  1. Go to Setup > App Setup > Develop > Custom Settings
  2. Click Manage for Proposal System Properties.
  3. Click System Properties and the Merge Service Endpoint setting is displayed.
  4. Change the setting to the merge webservice endpoint URL listed above or another URL provided by Apttus and click Save.

To change your Remote Site setting

  1. Go to Setup > Security Controls > Remote Site Settings.
  2. Click Edit for ApttusMergeServer.
  3. Change the Remote Site URL to the remote site URL listed above or another URL provided by Apttus and click Save.
  4. Click Save.

If you would like to be engaged in our Pre-Release program for Merge Service, please reach out to your assigned CSM for details.

New Features

There are no new features introduced in this release.

Enhancements

The following enhancement is new to Merge Service in this release.

Updates to createWordPackage

When RetainInputHeaderFooter is set to True, the remaining parameters (CumulativePageNumber and AddAutoHeaderFooter) are not evaluated. When CumulativePageNumber is set to True, the combined document has cumulative page numbers. When AddAutoHeaderFooter is set to True, then the header and footer are inserted according to the input provided. The following table provides a combination of inputs and their results.

ScenarioRetainInputHeaderFooterCumulativePageNumberAddAutoHeaderFooterResult
Documents with header and footerTrueTrueFalse
  • The existing header and footer of the documents are retained.
  • The default footer is not added as the RetainInputHeaderFooter parameter is set to True.
Documents without header and footerTrueTrueFalse
  • The default footer is not added as the RetainInputHeaderFooter parameter is set to True.
Documents with header and footerFalseTrueFalse
  • The existing header and footer of the documents are removed.
  • The default footer is inserted and the footer has cumulative page numbers. 
Documents without header and footerFalseTrueFalse
  • The default footer is inserted and the footer has cumulative page numbers. 
Documents with header and footerTrueFalseFalse
  • The existing header and footer of the documents are retained.
  • The default footer is not added as the RetainInputHeaderFooter parameter is set to True.
Documents without header and footerTrueFalseFalse
  • The existing header and footer of the documents are retained.
  • The default footer is not added as the RetainInputHeaderFooter parameter is set to True.
Documents with header and footerFalseFalseTrue
  • The existing header and footer of the documents are removed.
  • The header and footer are inserted with the default page number format.
Documents without header and footerFalseFalseTrue
  • The existing header and footer of the documents are removed.
  • The header and footer are inserted with the default page number format.

Resolved Issues

The following table lists the issues resolved in this release.

Case NumberApttus Internal IDDescription
00104977MS-1601A user encountered an error after executing the enableAuthoring API.
00105052MS-1600A user encountered an error after clicking the Generate button.
00105016MS-1599A user encountered an error after clicking the Generate button when the template had header and footer.
00103426MS-1594

A user was unable to change or remove the default header and footer while using the createWordPackage API. For more information, see Updates to createWordPackage


Known Issues

The following table provides the cumulative list of known issues up to this release.

Apttus Internal IDDescription
MS-1504A user cannot Preview Generated Documents from the Notes and Attachments tab.
MS-1555A user cannot merge offline documents using mergeDocsToPDF2 API.
MS-1540When RetainInputHeaderFooter is set to True or False and CumulativePageNumber is set to True or False, the number of pages increases in the created word package document output.
MS-1539When CumulativePageNumber is set to False and RetainInputHeaderFooter is set to True, a wrong page number is displayed on the last page of the document and before the starting page of the new document.

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DOC ID: MSSFSUM20P1RN20200815