The April 2024 release includes the following changed behavior:
Report schedules
You no longer need to create schedules to publish reports. The report data appears instantly without the need to publish them. The existing reports that use schedules continue to get published based on the schedules associated with them. You can't edit the schedules of existing reports.
Previously, you could create schedules to publish reports.
For more information about creating custom reports and viewing the report data without creating schedules, seeCreating custom reports.
Custom reports
You can edit an existing custom report only if the fields that the report uses are set to be reportable. To verify whether the fields are set to be reportable, contact your administrator.
Previously, you could edit any custom reports as the reportable property wasn't available.
For more information about editing custom reports, see Editing reports.
Enhanced search with Business ID
When you search for records with the business ID, the search results now include records that contain the searched record as related record. For example, you can use the business ID of an organization record to search for all the person records that relate to the organization record through the business entity record field.
Previously, the search results displayed only the record that matches the specified business ID.
For more information about searching records, seeFinding records.
Source record page
On the Source Records page, a patch record associated with a record for which you edit field values within a field group has the edited field values highlighted. Trust scores appear for the updated fields only.
Previously, on the Source Records page, if you edited a field value within a field group, the entire field group was highlighted in the patch record associated with that record. Also, trust scores appeared for all the fields within a field group, which didn't provide a clear view of the updated field values.
The following image shows the Source Records page with a patch record:
For more infromation about editing records, see Editing records.
Trust score
You can now override the trust score of fields within field groups. The trust score of the selected field value is set to the highest value.
Previously, you couldn't override the trust score of a field within a field group.
For more information about overriding values of a master record, see Override survivorship.
Limit on the number of related records displayed in cards
When the Related Records section is configured to display records in cards, you can view up to 1000 related records in the section. This limit is intended to prevent issues related to performance. If the Related Records section is configured to display records in a table, you can view more than 1000 related records.
Previously, you could view more than 1000 related records in cards.
