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Engage Administration
Engage Administration
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2025-10-28 Release Notes

Date

October 28, 2025

Issues

215 issues

Important highlights from this release

  • Full access management in SWF including per-field/record controls and multiple roles

  • Yearbook results for UCC Database and Directories and ALEX

  • Pay Again for Church of God Benefits Board Payment Portal

  • Numerous other features, enhancements, and fixes

All updates for this release

ALEX 2.0

  • API-2348 Bug - Names hang on spinner on confirmation page of DOC yearbook form

  • ENG-4576 Bug - Getting "An Error Occurred" when adding an email in ALEX 2.0

  • ENG-4953 Bug - Correct spelling of 'regional' on general/regional staff request

  • ENG-4962 Bug - Names on DOC yearbook confirmation page do not link to the people record

  • ENG-5191 Bug - Region and Church hang on Yearbook page on Alex

  • ENG-5223 Bug - API error when ALEX regional user tries to load a Yearbook

  • ENG-5244 Bug - Cannot create a new church

  • ENG-5264 Bug - Year Founded values in ALEX only go back to 1900

  • ENG-5266 Bug - Yearbook detail loads blank page in ALEX

  • ENG-5267 Bug - Yearbook detail for Regional Staff does not open the form body

  • ENG-5270 Bug - Error opening ALEX church records

  • ENG-5300 Bug - Quit button on ALEX or UCC yearbook report has no effect

  • ENG-5357 Bug - Districts don’t load on churches

  • ENG-5358 Bug - Clicking church count for a district loads churches for the whole region

  • ENG-5364 Bug - Scrolling too fast through a results list loads no records

  • ENG-5369 Bug - Locks display in Yearbook grid for ALEX Church Staff

  • API-2289 Story - Add yearbook as a resource for ALEX 2.0 UNAV

  • API-2309 Story - API change for new columns on region

  • API-2310 Story - Yearbook Code Desc to serializer

  • API-2322 Story - Add endpoint to update reporting year

  • API-2328 Story - Yearbook Overall Stat for Regional Staff

  • ENG-4465 Story - Regional Staff home page Yearbook Pane

  • ENG-4473 Story - Ability for Administrator to open and close reporting period

  • ENG-4519 Story - Add "Expand All” and "Collapse All" button to Yearbook pane

  • ENG-4567 Story - ALEX should present full name on password reset

  • ENG-5019 Story - Add information box to people records when person is a minister

  • ENG-5101 Story - Expose DOC Yearbook as a principle resource

  • ENG-5106 Story - Fix Status Lozenges for doc Yearbook

  • ENG-5120 Story - Filter yearbooks to current reporting year by default

  • ENG-5139 Story - Linked Resources not loading properly for DOC Church

Access Control Policies

  • API-2332 Bug - Get error that role must be Church Search Committee Member when duplicating church profile

  • ENG-5114 Bug - Get an Error when Trying to Go to Profile from Right Menu

  • ENG-5122 Bug - Gender, Disability, and Sexual Orientation are Editable

  • ENG-5124 Bug - Get a Blank Screen When Clicking Add to Add a People Record

  • ENG-5128 Bug - Not able to go to Conference Finances due to Multiple Roles

  • ENG-5135 Bug - Users with create but no delete access cannot delete newly created addresses

  • ENG-5162 Bug - Conference Staff has Transfer button on a person outside their context

  • ENG-5190 Bug - Fields are read only when creating a new person as Conference Staff

  • ENG-5199 Bug - Cannot see Ministerial Support Fields in YB Grid

  • ENG-5203 Bug - Can delete Newly saved Staff record

  • ENG-5226 Bug - Conference Finance has delete button even when there is not delete access

  • ENG-5227 Bug - Ministerial Support shows on yearbook form even if there is not read access

  • ENG-5231 Bug - Cannot remove a specialized setting if it is a new one

  • ENG-5240 Bug - Can't access churches in ALEX as a subscriber role

  • ENG-5255 Bug - Redirected to single church when have access to read others

  • ENG-5292 Bug - Loading yearbooks shows all locks when no initial results

  • ENG-5295 Bug - Yearbook form doesn't load for Access UCC

  • ENG-5371 Bug - Conference Staff does not have R ACP in View Mode for Prof/Dev Training Pane

  • API-2268 Story - Use functions with acp schema for acp instead of fieldmanager

  • API-2303 Story - Enhance the framework to use `acp.get_results_for_resource` to get record data

  • API-2326 Story - Return all available roles in session controller

  • ENG-4667 Story - Enhance Engage ACP controller to work with new criteria structure

  • ENG-4877 Story - Ability to filter address shown via access policies on status and contact info on publish

  • ENG-4921 Story - Enhance the framework to use `acp.get_results_for_resource` to get record data

  • ENG-4977 Story - Only show Search Fields where users have access to more than 1 option

  • ENG-5057 Story - Update pivot data grid to incorporate access from scopes

  • ENG-5160 Story - Check read access for pivot data grid

  • ENG-5174 Story - Add support for dynamic preventRead using column values

  • ENG-5225 Story - Display name of resource as read only if there is not update access for the name

  • ENG-5238 Story - Enhance access evaluation to link the primary resource to a principle record with it's own access

COGBB

  • API-2339 Bug - Error for email submitting benefit payment

  • API-2356 Bug - COGBB refers to schedules as gifts when attempting to delete an account

  • ENG-4639 Bug - Inactive Employees Showing on COGBB Payment Schedule List

  • ENG-4641 Bug - Employees continue to be available to be added to a COGBB payment schedule even after they have already been added.

  • ENG-5016 Bug - Cannot cancel COGBB scheduled payment

  • ENG-5044 Bug - COGBB Total Zeroed out

  • ENG-5059 Bug - payment method accounts are not loading

  • ENG-5087 Bug - Blank Fields Appear when you try to add an Employee to a COGBB Payment

  • ENG-5158 Bug - Related resources do not load when returning from the child-index page of the resource

  • ENG-5279 Bug - Related resource index pages do not load all records

  • ENG-5280 Bug - Pay again hangs on a spinner

  • ENG-5282 Bug - Churches do not display all data in results list

  • ENG-5283 Bug - An error occurs adding a new church

  • ENG-5293 Bug - Church list in COGBB does not load

  • ENG-5337 Bug - Only the recently added employee is displayed in View mode after being Added.

  • ENG-5344 Bug - Scheduled Payments Child Page does not scroll and search results do not work

  • ENG-5367 Bug - Names do not load when clicking Pay Again

  • ENG-5370 Bug - Church record displays lock icons for Benefits Administrator

  • ENG-5388 Bug - Getting a Reload Error when Submitting a Pay Again option

  • ENG-5389 Bug - Employee Names not available to be selected after submitting a payment

  • ENG-5391 Bug - Not able to submit a COGBB Payment

  • ENG-5406 Bug - Scheduled Payments Search not Rendering Results

  • ENG-5407 Bug - Getting an Error Message when clicking on an Employee

  • API-2238 Story - Make parameters required for recurring benefit payments CRUD

  • API-2239 Story - Fields Present on COGBB Request Benefit Administrator Access Email Notification

  • API-2258 Story - Add Transaction ID Number to COGBB Payment Notification Emails

  • API-2283 Story - Add transaction ID date, and result message to COGBB returned transactions

  • API-2298 Story - Add Church's Name and Member ID to Benefit Payment Failure Notifications

  • API-2301 Story - Make sure that emails for a firing success benefit payment are sent

  • API-2316 Story - Add Last Payment Date to Scheduled Payments View

  • API-2319 Story - Endpoint for receipt pdf

  • API-2320 Story - Add back pay_account_holder_id to cog church

  • ENG-4551 Story - Hide "Go to" search in COGBB

  • ENG-4579 Story - Add COGBB's Address and Phone to Point 12 on T&C's

  • ENG-4683 Story - Move scheduled payments to list detail component

  • ENG-4687 Story - Add Pay Again button on Payment History

  • ENG-4722 Story - Put Employee List in Drop-down in Alphabetical Order by Last Name

  • ENG-4771 Story - Be able to Print a Receipt of a Payment under Payment History

  • ENG-5012 Story - Change hardcoded recurring_benefit_payment_breakdown and benefit_payment_breakdown references to use views

DOC General Database

  • DHM-621 Bug - Withdrawal email does not display previous region correctly

Data Access

  • API-2318 Story - Create :POST, '/resources/index' endpoint to fetch record data

Data Import

  • ENG-5346 Story - Engage changes for CDM-13687

Deployment

  • DHM-620 Story - Update approval to use early adopter database

Giving

  • ENG-5077 Bug - Creating an Engage account when the user has no merchant throws an error

  • ENG-5140 Bug - Records should auto-load when navigating to results page from details page

Payment System

  • API-2315 Bug - Merchant settings endpoint gives error when there is no pay.settings record

Suran Web Framework

  • ENG-3629 Bug - Detail pane renders incorrectly with no birth date

  • ENG-4651 Bug - Initials display blank when names have leading spaces

  • ENG-4950 Bug - Deleting a primary resource does not navigate back to the index page

  • ENG-5151 Bug - Framework does not register changes to date fields

  • ENG-5245 Bug - Records with has_many through relationship dont load in Engage

  • ENG-5274 Bug - Opening record on a split view gives infinite loading

  • ENG-3550 Story - Polish three-part-date

  • ENG-4615 Story - Enhance unique column setting to support `has_many_through` relationships

  • ENG-4797 Story - Left-align field values

  • ENG-4932 Story - Change state/region/province label to state, region, or province

  • ENG-5046 Story - Enhancement to allow Engage to take primary keys other than ID

  • ENG-5047 Story - Ability to search people records by role

  • ENG-5105 Story - When adding a search field, drop down the new search fields instead of the add field button

  • ENG-5146 Story - Ability to set a default value column setting

  • ENG-5157 Story - Use status options when type is status regardless of key name

  • ENG-5216 Story - Add support for dependentOn column setting to foreign key v2 (single-sourced)

  • ENG-5254 Story - Prevent setting an address as primary or published if the status is Historical

  • ENG-5288 Story - Make SWF::ResultSet component more performant

  • ENG-5359 Story - Show cursor wait animation when clicking Edit button

System

  • API-2323 Story - Enhance POP3 Controller to avoid double rendering

UCC Data Hub

  • ENG-3923 Bug - Not able to Tab when adding a Finance Record for a Conference

  • ENG-4739 Bug - Getting Reload Error when saving a position on a People Record

  • ENG-4789 Bug - Getting Missing Information SWAL but nothing is highlighted

  • ENG-4889 Bug - Cannot go to Conference Finance

  • ENG-4998 Bug - Yearbook Grid Not Showing

  • ENG-5001 Bug - Get Reload Error When adding a Fitness Review

  • ENG-5004 Bug - Cannot Add a Position to a People Record

  • ENG-5045 Bug - Every person record in DAD is showing the Fitness Review banner

  • ENG-5049 Bug - Viewing people displays spinners for some UCC users

  • ENG-5075 Bug - Begin Necrology button does not render if there is no necrology record

  • ENG-5084 Bug - Conference names appear blank in search dropdown

  • ENG-5085 Bug - Do not have the option to Edit an Address, Email or Phone

  • ENG-5086 Bug - Nothing happens when you click the Add Group Definitions button and More

  • ENG-5088 Bug - Yearbook form from yearbook resource doesn't load

  • ENG-5089 Bug - Church Name does show on Yearbook list view

  • ENG-5096 Bug - Association Hyperlink is Not Taking you to a Filtered List

  • ENG-5097 Bug - Church Records not Loading

  • ENG-5110 Bug - Getting Reload Error when Adding an Address

  • ENG-5112 Bug - Delete "X" Are not in Alignment

  • ENG-5113 Bug - Continuous Spinning When trying to Delete a Line

  • ENG-5116 Bug - Incorrect Values for Open and Affirming Check Boxes

  • ENG-5123 Bug - Clicking "Cancel" Doesn't Work

  • ENG-5125 Bug - People Record's Email Not Saved

  • ENG-5127 Bug - Churches do not load for Church drop-down on People Records

  • ENG-5130 Bug - Address and contact information not shown for published

  • ENG-5133 Bug - Error when state is not populated is incorrect

  • ENG-5148 Bug - Get reload error when deleting more than three contact pieces at a time.

  • ENG-5149 Bug - Get a reload error when trying to update a line on a Church's Group Member Pane

  • ENG-5156 Bug - Input drop-downs on the Group Members pane are hidden

  • ENG-5165 Bug - Cannot navigate to a new resource after cancel

  • ENG-5175 Bug - Pending Transfer Not Showing on the Transfer Resource Page.

  • ENG-5178 Bug - Entity and group name hang on spinner in people records

  • ENG-5182 Bug - Ordained Date and Last Renewal Date Not Saved

  • ENG-5186 Bug - Nothing happens when you click the Add Comment

  • ENG-5188 Bug - foreign keys don’t load with multiple dependencies

  • ENG-5189 Bug - Download button for yearbooks is broken

  • ENG-5193 Bug - Create button disappears on Results Page depending on selecting record

  • ENG-5194 Bug - change and delete do not work on comments pane

  • ENG-5195 Bug - Got a reload error when creating a new Conference Record

  • ENG-5196 Bug - New Staff Not Saving + Reload Error

  • ENG-5200 Bug - Church drop-down on People Records say No Church Available when there are Churches

  • ENG-5204 Bug - UCC Staff records are record limited

  • ENG-5207 Bug - Getting Reload Error when adding a Necrology as Conference Staff for Two Context

  • ENG-5209 Bug - Saving specialized ministry gets error from resources

  • ENG-5211 Bug - Group Membership row remains in front of staff name list

  • ENG-5213 Bug - Yearbook grid for UCC church hangs on spinner

  • ENG-5215 Bug - Getting Reload Error when adding a Fitness Review

  • ENG-5218 Bug - Reload error trying to add group membership

  • ENG-5224 Bug - Blank page from clicking the number of Conferences from a Multi-Conference page

  • ENG-5239 Bug - Getting Reload Error when adding a Church to a People record

  • ENG-5258 Bug - Church related resources do not load in UCC for Access UCC

  • ENG-5269 Bug - Church page yearbook filters by year when quitting viewing a form

  • ENG-5296 Bug - Status is showing as yes/no on conference/association staff

  • ENG-5314 Bug - "An Error Occurred" when updaing Minister Support Yearbook Data

  • ENG-5315 Bug - Ministerial Support Categories being Duplicated in the Yearbook Grid that don't exist on the YB Form

  • ENG-5360 Bug - When clicking on a hyper-link for a church, you're taken to a page with gray boxes

  • ENG-5376 Bug - Person Transfer has Add New button

  • API-2000 Story - PSEC Churches

  • API-2003 Story - PSEC Consistory

  • API-2004 Story - PSEC Members in Discernment

  • API-2005 Story - PSEC Retired Pastors

  • API-2007 Story - PSEC North Penn Association

  • API-2292 Story - Polish Necrology Submission Received email notification

  • API-2336 Story - Update relationship for people and government endorsements

  • API-2340 Story - Update relationships for yearbook tables to be named church instead of ucc_church

  • API-2341 Story - API changes for ENG-5175

  • API-2344 Story - Change endpoints, routes, and model for person_transfer to all be person_transfer_detail

  • API-2352 Story - Add foreign key to plan relationship for UCC people

  • ENG-3750 Story - Add Conference and Association fields to Prof/Dev trainings in People Records

  • ENG-3907 Story - Change "Primary Contact" to "Primary Phone" or "Primary Email"

  • ENG-4091 Story - Do not allow marking a primary address as historical

  • ENG-4842 Story - Require Notes when Denying Transfer

  • ENG-4947 Story - Add space below the fitness review banner

  • ENG-5022 Story - Remove "Open in CDM+ Engage" and "New Contribution" from Church Finder

  • ENG-5119 Story - Enhance RequiredWhen to take multiple conditions

  • ENG-5144 Story - Remove hardcodes to show endorsement side by side

  • ENG-5154 Story - Only validate editable fields where user has update access

  • ENG-5206 Story - Update Engage Mock Data to use Person Transfer Detail

UCC Profiles Portal

  • API-2313 Bug - Downloads are giving an error

  • API-2324 Bug - Entered circulation Emails do not send if minister does not have a primary email

  • API-2327 Bug - Cannot duplicate a Local Church Profile that has no ministry position finance records

  • API-2335 Bug - Cannot validate profile when minister has a geographic availability with no active conference staff

  • API-2360 Bug - Searching existing church references doesn't limit to the church for that ministry position

  • ENG-3723 Bug - Card for church profile reference request displays HTML

  • ENG-4688 Bug - Getting "Error: Data source query failure" message when trying to add a Search Committee Member to a LCP

  • ENG-4867 Bug - Not able to see all Church Positions

  • API-2211 Story - Send entered circulation emails to Minister Profile Validators and Minister Profile Viewers

  • API-2342 Story - API changes for CDM-13949

  • ENG-5330 Story - Update Oxford Docs URLs

Withdrawal

  • DHM-612 Story - Add relocation information to the withdrawal form

Yearbooks

  • ENG-5275 Bug - Yearbook records do not load in split views

  • ENG-5103 Story - Add support for Year as a search field