Spring '20

Required Steps after Upgrading to Precursive Platform version 1.12 (Spring '21)

Check the required steps you need to take when upgrading Precursive OBX from version 1.11 or lower.

  • 03-Apr-2023
  • Knowledge

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Required Steps after Upgrading to Precursive Platform version 1.12 (Spring '21)
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Required-Steps-after-Upgrading-to-Precursive-Platform-version-1-12-Spring-21
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If your Precursive Platform version is 1.11 or lower, after upgrading to the latest version please make sure you follow the steps below. Please see How to upgrade to the latest Precursive Platform version? 

Add Values to the 'Participant Status' Field

  1. Once the package is updated, go to Salesforce Setup and navigate to the Object Manager.
  2. Search for the 'Precursive' Task object and select it.
  3. In Fields and Relationships, find the 'Participant Status' field.
  4. Add the following picklist values: Booked and Partially Booked
  5. Delete the following picklist values: Confirmed and Forecast and replace them with Booked
  6. Now, assign to all Precursive Platform users the Precursive Platform User permission set

Related Resources

How to upgrade to the latest Precursive Platform version?
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