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For the complete documentation index, see llms.txt. This page is also available as Markdown.

Release Notes

'26 Update

  • v 3.1 - Added the ability to navigate to a record's detail page from Lookup column values in the Line Item Editor, and improved the UI/UX of the builder field management table.

  • v 3.0 - Connected App replaced by the External Client App (ECA) following a Salesforce policy change.

'25 Update

  • v 2.0.1 - Implemented line item configurator migration feature, improved UI/UX for text area fields, and fixed filter-related and other errors

  • v 1.38 - Fixed mobile UI/UX issues and certain save errors

  • v 1.37 - This release includes renaming of DataSource to Business Rule, UI/UX improvements for filter and rule configuration, and the introduction of virtual columns in the Line Item Editor.

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Next'26 Update

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