This document provides an overview of the new features released in Aptify version 7.5. The content of this document is divided into the following sections:
For details on resolved issues, visit: Aptify 7.5 Resolved Issues
Aptify Web
Universal All View Creation
The Universal All View is a new feature introduced in Aptify Web 7.5 release that significantly improves user efficiency by allowing users to view all records under an entity with a single click, eliminating the need to manually create All view. This will streamline user workflows, reduce system clutter, decrease database size, and enhance database performance.
For more details refer to Creating the Universal All View document.
"New Entity Name" Link Rename
The entity name has been removed from the "New Entity Name" link in the entity browser page for a cleaner interface—for example, ‘New Persons’ is displayed as ‘New.’ The below screen shot illustrates the change.
Cardpointe Payments: Support for Level 2 and Level 3 Transactions
Support for level 2 and level 3 transaction processing for CardPointe payments has been implemented in this release. The enhancements apply to the Authorization and Capture requests, where additional data fields have been added as per the CardPointe API documentation. Configuration-based control has been implemented to include relevant fields based on card types.
This implementation enables Aptify CardPointe integration to support enhanced data for qualifying card types. This improves interchange rates and meets compliance standards set by card networks.
For more details, refer to Supporting Level 2 and Level 3 Transactions for Cardpointe Payments document.
Advanced PayPal Payments: Support for Level 2 and Level 3 Transactions
Support for level 2 and level 3 transaction processing for Advanced PayPal payments has been implemented in this release. The enhancements apply to the Authorization and Capture requests, where additional data fields have been added as per the PayPal's guidelines. Configuration-based control has been implemented to include relevant fields based on card types.
This implementation enables Aptify PayPal integration to support enhanced data for qualifying card types. This improves interchange rates and meets compliance standards set by card networks.
For more details, refer to Supporting Level 2 and Level 3 Transactions for Advance PayPal Payments document.
Side-by-Side Display of Person Records
A new functionality to view person entity records side-by-side has been introduced in Aptify Web release 7.5. This feature allows users to open and view multiple records at the same time within the same browser window — making it easier to compare details, reference information, and work more efficiently across records.
For more information on this feature, refer to Viewing the Person Records Side-by-Side document.
Enhancement to Entity Bulk Operation Wizard Selected Record Count Display
In Aptify Web, when executing an Entity Bulk Operation (EBO) Wizard on any view, users were not shown the number of records selected for the update. This often led to unintended updates where clients believed they were modifying only a few records, but in reality, all or unintended records in the view were updated.
Starting Aptify release7.5, users are now able to view the count of selected records that will be updated before the EBO wizard is executed for any view. This will enable the user to:
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Get clear visibility into the number of records that will be impacted.
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Reduces the risk of accidental bulk updates.
Introduction of New Events for Payment Save Operation
Below mentioned new events have been introduced in this release which are triggered upon the successful completion of a payment save operation. With these events users can create process flows that have before or after payment save operations.
Event Name: AfterPaymentCreateCompleted
Description: This event is triggered after a new payment record has been successfully created and finalized.
Event Name: AfterPaymentUpdateCompleted
Description: This event is triggered after an existing payment record has been successfully updated.
Introduction of a New View Owner field to Views
This release Introduces a new "View Owner" field to the Configuration tab of the View Properties record in Aptify Web. This field displays the current owner of the view and allows authorized users to assign or update ownership as needed. This helps overcomes the challenges in identifying the responsible user for a particular view, which can lead to reduced accountability and inefficient collaboration among users.
This implementation will benefit users in the following ways:
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Enables users to easily identify the responsible party for any given view.
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Improves collaboration by facilitating communication between users and view owners.
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Enhances system governance and accountability.
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Reduces confusion or delays in managing or troubleshooting views.
Note: "If the 'View Owner' field is not displayed in the view properties, you can run the metadata PFs for the 'Views' entity.
e-Business 7.5
Auto-shipment of Orders in e-Business
With Aptify 7.5 release, the orders placed via e-Business react interface will be automatically shipped if the following conditions are met:
- AutoShipNonFulfillmentProducts configuration on the order entity is set to 2 (Autoshipment Enabled)
- Require Fulfillment is set to 0 on all order lines.
Previously, orders used to display a "Taken" status on the Order Confirmation page. With the enhancement, orders meeting the specified conditions will now be "autoshipped".
Implementation of Advance PayPal—Pay Later
Aptify release 7.5 includes the integration of the PayPal Pay Later feature with the Aptify e-Business application. Customers can now complete purchases immediately and defer payment to a later date, either in full or through installments. This feature increases customer convenience, allowing for flexible payment options. Particularly beneficial for higher-value items, this feature can drive sales by making purchases more accessible.
For configuration details, refer to Advance PayPal: Implementing Pay Later document.
New Display Messages for "Member Savings" Amount in eBusiness
In Aptify release 7.5, the "Display Member Savings" feature is implemented in the new React-based user interface. This document explains how we show savings to members when they buy products with special member pricing. The savings message will only appear if the customer has an active membership and the product has different prices for members and non-members.
For information on the messaging, refer to Displaying "Member Savings" Amount in eBusiness document.
Enhancement to Multiple Pay-off Orders
This enhancement in the e-Business application, specifically for e-Business SOA endpoints, has been implemented in e-Business React 7.5. Previously, the process of paying off orders via credit cards (Non-Hosted, Non-tokenizer) was less efficient. For each order, the system created a separate payment, and the e-Business application made multiple AJAX calls to the SOA endpoint for each order. This approach resulted in lower performance and increased complexity.
With the new implementation, the system now makes only one AJAX call for all selected orders, enabling bulk payment. This means that instead of creating multiple payment records, the system creates a single payment record for all orders. This change aligns the process with the existing methods used for Bluepay HPP, Cardpointe Tokenizer, and Digital Payments, thereby improving performance and streamlining the payment process.
Security Enhancements
Security Enhancement for SSRS Report Viewer Token Validation
Security Enhancements have been done in Aptify Web application to introduces strict token validation logic—ensuring that tokens are authenticated based on the specified security provider before a report is rendered. If validation fails, an "Invalid Token" exception is now shown, effectively preventing unauthorized access.
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