BauCore V8.8339 Release Notes

Releaseadminuser

**Features: **

Revamp Main Project logic

Syncing of participants with relevant roles from the Main Project to Projects/Project Leads can be:
- Automatic, if enabled in Baucore Setup → Participant Management → Participant Management → Enable toggle.
- Simplified using a hint in the Participant Management Component.
Participants with relevant roles created in a Project/Project Lead are automatically created for the corresponding Main Project.
Geocoding is now available for Main Projects.
More info here.

**New Component BC Project Activities **

Can be used on Main Project and Project Lightning Record pages.
Component to display activities associated with projects, participants, and related records.
New Baucore Setup Section Activity Settings to select child objects of Project / Main Project to be included.
The Chatter Tab collects posts and comments related to activities by identifying the associated relevant records.
More info here.

Updated BC Participant Management

Fields displayed while editing a Participant in the Main Project/Project/Project Lead record page can be customized (New Property for the component: FieldSet to be used on Participant Edit, which is available on the Lightning Record Page)
Fields Shown on editing a Participant Record in the flow New Project Template (Main Project/Project/Project Lead) can be customized using a fieldset. Go to Baucore Setup -> Project Creation -> Participant Management on Creation Process.
The component can be used on Account/Contact/Lead Lightning Record Page as well to show all related Main Project/Project/Project Lead records:
- The component will show the Role and the Project Name as default.
- Show additional Columns using the fieldset ibsbaucore__ParticipantManagementAcc on the Participant Object.
- Set the limit of Participant Records to be included through Baucore Setup → Participant Management → Participant Management → Component Limit.

Project Lead Conversion

The selection of possible duplicates is now following the standard from the New Project Template.
New Option in Baucore Setup section Project Lead Conversion to select the conversion target object. This can be Main Project, Project, or User Selection.

New Project Template

Include Main Projects in the Possible Duplicates.
Create a New Main Project is now using the same Flow as creating a New Project.
Create a new Project / Project Lead to an existing Main Project.
If one of the Address field is set to required in the Page Layout, it will be validated on the New Project Flow.
Open Project/Project Lead/Main Project records in a Workspace Tab within the Baucore Console app.

ibau App

Redesigned Participant Overview for a ibau Project.
Redesign ibau Component if used on the Account record to show additional information about the Company.
Import ibau Project as Main Project.
New features available with ibau v3 extra licensing, to display further company information from ibau, such as Company Network, Project Analytics.

**Bugfixes: **

Record type selection was appearing twice on project creation — resolved
Search results are now correctly synced with map marker visibility
New Project Template now highlights missing required address fields correctly
Fixed project lead conversion issues related to modal display, scrollbars, and card layout
Participant deduplication logic improved to avoid duplicates on rapid entry
Address selection pop-up bug fixed on New Project flow (deepClone error)
Improved sync logic between Main Project participants and linked projects
Lookup field label alignment corrected on compact layout view
Project lead activity transfer during conversion now working as expected

🚨 MANDATORY ACTION: Manual Configuration for ibau App Customers ⚠️ Failure to complete this step will cause the ibau App to malfunction.

1- Go to:

2- Add a new picklist value:

3-Click Save.

🔴 This step cannot be automated via the package upgrade and must be done manually.

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