Release notes

1. Release notes

This topic contains release notes for the Fall '22 of the Komodo Publications Planning product. The
release notes are organized into these high-level sections:

• New features [1] - new features and functionalities being released as part of the new version
of Komodo Publications Planning.

• Updated features [3] - updated features and functionalities being released as part of the new
version of Komodo Publications Planning.

• Defect fixes [4] - details regarding product defects that are fixed within the new release.

• Metadata changes [5] - changes to the underlying data models, user permissions, or system
configurations included within the new release.

• Deprecated items [7] - any components of the product that have been designated for
retirement or removal from the new version of Komodo Publications Planning.

The release notes include a work item number for every new feature, updated feature, and defect fix.

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 lists all notable changes made to this page.

1.1. New features

1.1.1. Unified Document Collaborator search
The external and internal user search experiences will be unified into a single feature called the
Document Collaborator search. It will find internal users and groups, in addition to contacts or
external users, who can be added to any Document. Hovering over a Document Collaborator in
the search results will show what type of user they are. The label and icon that appear when
you hover over a Document Collaborator will be configurable through the PUBS Global Setting
(mvn__PP_Global_Setting__mdt) custom metadata type and a formula field on the Contact
standard object.

Related work item: MPP-1236

1.1.1.1. Adding Plan Team Members to existing documents

Previously, users could only be added to new documents on a plan. In the Fall '22 release, Plan
Team Members can be retroactively added to existing plan documents as Document Collaborators. For
example, if a new Statistician joins the team, you'll be able to make sure they have Viewer access to
all existing Plan documents and Statistician access to all new Plan documents. Users will be added by
entering their username in the "Existing Role" field on a new Plan Team Member record.

When Pubs Global Setting - Document Collab V2 is enabled, Document Collaborators will
be created in addition to Document Roles.

Related work item: MPP-1266

1.1.1.2. Adding and removing Document Roles

A new component, ppCreateDocumentRoles, will be added to allow users to add Document Roles
from an existing Document Collaborator. A delete button will also be added to ppViewDocumentRoles

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that will allow users to remove Document Roles. This feature will appear within the Document
Collaborator related list.

Related work item: MPP-1308

1.1.1.3. User Document Roles and permissions in the Document Collaborator table
The Document Collaborator table will show all the Document Roles associated with a user and the
permissions given to each role. Clicking the name of the Role will open the View Role page, which
contains more information about the role. Additionally, if you own a Document, you will be able to
transfer its ownership within the table.

Related work item: MPP-1263

1.1.1.4. Create Document Collaborator records for users who are assigned to a workflow
task
If a publication document workflow task is assigned to a user who is not already a Document
Collaborator on the document, a Document Collaborator record will be automatically created for them.
However, if the user belongs to a Document Group that already has the required permissions, a new
Document Collaborator record will not be created.

Related work item: MPP-1264

1.1.1.5. Migration script

Because Document Roles and Document Collaborators will be merged, a migration script
will be created to help you transition to the new experience. Administrators will be
able to complete this migration script using Apex Anonymous and the batch class
PP_CreateDocumentCollaboratorBatchable. The migration script only applies to publication
documents and not Supporting Documents. Once executed, the migration script will automatically
create Document Collaborator records for Document Roles on publication documents that do not
have an existing Document Collaborator record. Please note that there should be only one Document
Collaborator record per user and per document.

Related work item: MPP-1255

1.1.2. Add validation rules to the Document DOI

Administrators will be able to enforce proper formatting by adding a validation rule to the Document
DOI (Digital Object Identifier). You will be able to create new documents without a DOI, create new
documents with a unique DOI, or upload a new document to an existing Document DOI. The DOI
will enforce validation rules for proper formatting to ensure that this feature is compatible with the
Unpaywall and Digital Science integrations. The format requirements are as follows:

• The DOI must be written as 10.xxxx/xxxxx

• It cannot start with "http", "https", "DOI:", "org", et cetera

• It must begin with a number

• It must include a forward slash (/)

• It must either be blank or unique

For example, 10.1007/00000 is an acceptable format. If there’s a space in the format, it will be
truncated so it can handle documents with duplicate DOIs. For example, 10.1007/abc.123-2 -
DOC-0000008 would be displayed as 10.1007/abc.123-2.

If these formatting requirements are not followed, compatibility issues with the Unpaywall and Digital
Science integrations will occur.

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Related work item: MPP-1175

1.1.3. Custom email template color branding

Admin users will be able to update certain workflow button colors to match their organization's brand for
the following email templates:

• Workflow emails

• Portal welcome email

• Password reset email

To configure:

1. In the Quick Find box in Setup, search for and select Custom Metadata Types.

2. Click Manage Records next to the System Event Setting custom metadata type.

3. Click Edit or the Default label.

4. On the System Event Setting Detail page, click Edit.

5. Add the desired Hex color number to the Email Call to Action Button Color and Email Call to
Action Text Color fields.

6. Click Save.

Related work item: MPP-1200

1.2. Updated features

In addition to the new features detailed above, the Fall '22 release of Komodo Publications Planning
contains many improvements and optimizations to existing features and functionalities to better align
with customer feedback and provide an enhanced user experience.

1.2.1. Rebranding the Collaborator Portal and Salesforce Identity pages

To better align with Komodo Health's branding, various changes will be made to the Collaborator Portal.
The color scheme, style, and logos will be updated from the former Mavens branding. Functional
changes include a new profile menu and a link to the home page added to the app bar.

The Salesforce Identity pages associated with Komodo Publications Planning will also be updated to
reflect Komodo Health's branding. The colors, style, and logos on the following pages will be changed:

• The welcome page

• The login page

• The "forgot password" page

• The "set password" page

• The "password error" page

A link to the configured default landing page in the PP_Collaborator_Portal__mdt defaults record
has also been added to the top navigation bar.

Related work items: MPP-1178 and MPP-1179

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1.2.2. Target search

In the Fall '22 release, the Target Search feature will allow users to search for and relate proposed
targets to both Concept and Annual Plans.

Related work item: MPP-1233

1.2.3. Page updates

The following pages will be updated upon the release of Komodo Publications Planning Fall '22.

Table 1. Page updates

Page Update

Concept New target search functionality.

Annual Plan New target search functionality.

Annual Plan Proposed Targets related list moved to the Planning tab under the Annual Plan's sidebar.

Annual Plan Removed Related tab.

Related work item: MPP-1233

1.2.4. Publication wizard

Users will be able to convert proposed targets to actual targets when creating a publication via the
Publication Wizard. When a proposed target is selected, the Komodo Publications Planning product will
clone it into a new PP_Target__c record related to a document.

Related work item: MPP-1234

1.2.5. Collaborator Portal updates

Collaborator Portal users will be able to view and edit additional profile details in the Collaborator Portal
via the addition of new fields. These new fields will enable cleaner data collection on author geography
and other metrics. Modifications and additions are available in the Table 5, “Modified Objects” [6] and
Table 4, “New Object fields” [6] tables.

Related work item: MPP-1270

1.3. Defect fixes

Table 2, “Defect fixes” [4] lists the defects that will be resolved with the release of Komodo
Publications Planning Fall '22.

Table 2. Defect fixes

# Defect description New behavior

MPP-876 A document workflow page with more than four manual task A document workflow page with more
assignments was not scrollable, the top of the page was cut off, and than four manual task assignments
the display order was incorrect. will once again be scrollable,
formatted properly, and use the
correct display order.

MPP-1149 Tasks were not being closed out when moved to the "Cancelled" A new option, "Cancelled" will be
status. added to available picklist values for
the Status field in the Task object.

Additionally, a new Flow will be

added, Update Canceled Tasks to
Cancelled.

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# Defect description New behavior

MPP-1319 After deleting multiple Document Roles of a Document Collaborator, an When deleting all the Document Roles
error occurred when deleting the last remaining Document Role. of a Document Collaborator, no errors
will occur.

MPP-1322 The Document Owner user was listed as an available option when The Document Owner value was
creating a Document Collaborator record. removed from the Document
Collaborator's Role picklist field.

MPP-1350 A typo was found in the mvn__PP_Contact_List_View_Header The typo was corrected and
custom label. Additionally, search results in the Transfer Ownership the Transfer Ownership modal's
modal disappeared when scrolling and the modal opened itself again behaviors were resolved.
after ownership was successfully transferred.

1.4. Metadata changes

The following subsections capture changes that have been introduced within the Fall '22 release
against entities in key areas of the Komodo Publications Planning product. This list is not exhaustive, as
it does not contain changes that are internal to the application and that are not exposed to customers
for customization, extension, or integration.

1.4.1. Custom metadata types

Custom metadata type changes are list in the tables below.

Table 3. New Custom Metadata Type Fields

Custom Metadata Type New field API name Description

mvn__PP_Global_Setting__mdt mvn__PP_Default_Con_Tgt_Search_To_Journal__c JSON criteria to

determine default
target type to journal
on the concept
proposed target
search component.

mvn__PP_Global_Setting__mdt mvn__PP_Default_Bdg_Tgt_Search_To_Journal__c JSON criteria to

determine default
target type to journal
on the plan budget
proposed target
search component.

mvn__PP_Global_Setting__mdt mvn__PP_Trgt_Congress_Related_Field_Set_Name__c Name of the Target

Congress field set
containing the fields
displayed in the Target
related list component.

mvn__PP_Global_Setting__mdt mvn__PP_Target_Journal_Related_Field_Set_Name__c Name of the Target

Journal field set
containing the fields
displayed in the Target
related list component.

mvn__PP_Global_Setting__mdt mvn__PP_Prop_Trgt_Cng_Related_Field_Set_Name__c Name of the Proposed

Target Congress field
set containing the
fields displayed in
the Target related list
component.

mvn__PP_Global_Setting__mdt mvn__PP_Prop_Trgt_Jrnl_Related_Field_Set_Name__c Name of the Proposed

Target Journal field set
containing the fields
displayed in the Target
related list component.

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Custom Metadata Type New field API name Description

mvn__PP_Global_Setting__mdt mvn__PP_Pubs_Wizard_Add_Related_Objects__c Controls which objects

can be related in
the last step of the
Publication wizard.

mvn__SE_System_Event_Setting__mdt mvn__SE_Email_Call_To_Action_Button_Color__c The hex value of

the color of the call
to action button in
emails.

mvn__SE_System_Event_Setting__mdt mvn__SE_Email_Call_To_Action_Text_Color__c The hex value of the

color of the text in the
call to action button in
emails.

1.4.2. Objects
Fall '22 Object changes are listed in Table 4, “New Object fields” [6] and Table 5, “Modified
Objects” [6].

Table 4. New Object fields

Object Field Description

Target Annual Plan (mvn__PP_Plan_Budget__c) Lookup relationship to an Annual Plan.

Target Concept (mvn__PP_Concept__c) Lookup relationship to a Concept.

User Gender (mvn__PP_Gender__c) Picklist indicating the user's gender identity.

User ORCID Id (mvn__PP_ORCID_Id__c) External unique ORCID Id for authors that publish scientific articles.

User Pronoun (mvn__PP_Pronoun__c) Picklist indicating the user's preferred pronoun.

Table 5. Modified Objects

Object Description of Change

Target The Document (mvn___PP_Document__c) field will no longer be required for the Target object.

User The Phone field is no longer a required field.

1.4.3. Lightning components

Fall '22 Lightning component changes are listed in Table 6, “Lightning component changes” [6].

Table 6. Lightning component changes

Component Change

ppPublicationWizard Component will support adding targets as of Fall '22.

ppProgressNavigator Component will support adding targets as of Fall '22.

1.4.4. Apex Classes

Fall '22 Apex class updates are listed in Table 7, “Apex class updates” [6].

Table 7. Apex class updates

Class name Description of update

PP_MilestoneSelector Name changed to PP_MilestonesSelector

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1.5. Deprecated items

The entities listed in Table 8, “Deprecated fields” [7] have been deprecated and no longer ship with
Komodo Publications Planning.

Table 8. Deprecated fields

Field name API name Notes

Contact master-detail field mvn__PP_Contact__c Replaced with mvn__P_Author_Contact__c