Configio Release - February 3, 2025

Topics Covered:

• • Bulk update Variation List Items
  • Do Not Batch Packets with Specific Products
  • Show all Items in the Packet on Shipping Modal
  • Product Group Media Custom Display Table
  • New Participant Product Group Media Type
  • Add Product Group Option to Issue New Product Group Participant Media
  • Add Reg Type Count on Packets Report Dataset
  • Create Location Report
  • Accessibility Updates
    • Provide Admins With a Way to Specify Alt Text for Product Images

Bulk update Variation List Items

Admins will have the ability to perform bulk updates of variation list items

Admins will be able to perform bulk updates of variation list items from the Product details of the Master Product.  On the Variations tab> Edit Variations or Lists tab of the Master Product, there will be a new button Bulk Update Items next to the Rename List button.  When the Bulk Update Items button is selected, a new import page titled Import Product Variation list Items will be displayed.  A template for the bulk update will be available for download.  Once the bulk update file has been uploaded, any changes in the upload will be applied to the variations.  

Do Not Batch Packets with Specific Products

Admins managing Events with mass fulfillment will now have a more efficient way to exclude Participants that purchased certain Products from fulfillment batches

When an admin is managing fulfillment, if a particular packet type is one of the following, then admins will have the ability to exclude Product Sub Groups from batches:

• By Account
• By Participant

To exclude a particular sub-group from a batch, navigate to Settings>Management>Product Groups, and select the Sub Groups tab.  When adding or editing a Sub Group, there will be a new checkbox: Exclude from Batches. When that checkbox is selected for a particular Sub Group and batches are being processed for fulfillment, then any Participants for that Sub Group will be excluded from batch processing.

Important! This functionality is only available when the configuration "Enable Packets and Batching" is enabled by a Configio Super User.

To have this functionality enabled, please reach out to Configio Support.

Show all Items in the Packet on Shipping Modal

Shopping cart users will now see all items that are included in their shipped packet

When a shopping cart user is viewing their shipped packet, all items that are included in that shipped packet will be displayed when viewing the shipping information. The shipping information modal that shopping cart users see will have updates to allow users to better read the list.  There will be a bullet point for each Product in the list.

Product Group Media Custom Display Table

A new custom display table will be available for Media Product Grids

A new custom display table, titled Product Group Media Grid, will be available to select for all Media Product Grid types. The table will have fields from the Product Field Columns available for selection. In addition to Product Field Columns, the following data points will be included:

• Course Type (triggered when "Is Course" is selected on the Advanced tab for a specific Product)
  
  • Credits ("Is Course" must be selected)
    
    • There can be multiple credits
    • Credits will be displayed as "{Credit Type 1 Title} - {Credit Type 1 Value} and so on
    • The text will wrap and column height will increase as needed
• Certificate Title
• Certificate Start Date
• Instructor Name
• Instructor Credentials

When viewing the media via print from the Account dashboard, if a Media grid is present:

• Product Group
  
  • if the Product group has subgroups, the title of the subgroup will be displayed as a header for the Products in each subgroup
  • subgroups will be displayed based on the sort order specified in the Product Group Sub Group tab
• If the media grid includes credits
  
  • a sum of each credit type and value will be displayed:
    
    • at the end of each subgroup for any credit type in the subgroup
    • as a total for the Product group/at the end of all subgroups

New Participant Product Group Media Type

A new media type will allow admins to provide more information regarding Product groups, Products, and subgroups

A new media type has been created, "Product Group Participant Certificate"  This media type will have two template style options: "Multiple Product Data Grid - Landscape" and "Multiple Product Data Grid - Portrait."  For each row in this new media type, the following operators can be used:

• Account Data Table Fields
• Participant Data Table Fields
• Product Group Fields
  
  • Title
  • Location Title
  • Location Address1
  • Location City
  • Location State
  • Location Postal Code
  • Location Country
  • Export Value
  • Event Start Date
  • Event End Date

Admins will be able to add new grids, just as with Org Media.

When viewing the media via print from the Account dashboard, if a Media grid is present:

• Product Group
  
  • if the Product group has subgroups, the title of the subgroup will be displayed as a header for the Products in each subgroup
  • subgroups will be displayed based on the sort order specified in the Product Group Sub Group tab
• If the media grid includes credits
  
  • a sum of each credit type and value will be displayed:
    
    • at the end of each subgroup for any credit type in the subgroup
    • as a total for the Product group/at the end of all subgroups

Add Product Group Option to Issue New Product Group Participant Media

Admins will have the option to issue media from the Product group action menu

When an admin is managing Product Groups, they will see a new action that can be taken from the action menu: "Issue Media."  When this option is selected, admins will be directed to select the Participant Group media type to use. Once that has been selected, the media template should be chosen. Once those two choices have been made, "Issue Media" can be selected, and the media will be issued to all Participants who purchased a Product in the Product Group and have met the certificate requirements for at least one of the Products.

When viewing the media via print from the Account dashboard, if a Media grid is present:

• Product Group
  
  • if the Product Group has subgroups, the title of the subgroup will be displayed as a header for the Products in each subgroup
  • subgroups will be displayed based on the sort order specified in the Product Group Sub Group tab
• If the media grid includes credits
  
  • a sum of each credit type and value will be displayed:
    
    • at the end of each subgroup for any credit type in the subgroup
    • as a total for the Product group/at the end of all subgroups

Add Reg Type Count on Packets Report Dataset

Admins managing packets and batches will have the ability to see how many individual badges are in a packet, so that the packet has the correct batch size

When an admin runs a report of the Packets Report type, there will be a new dataset "Badge Count".  This dataset will provide a sum of registration types for all Participants in the packet.

Create Location Report

Admins will have a new report that will provide a list of all Locations with relevant details

A new report type, "Locations" has been created to provide admins with a way to manage their Locations more effectively.  The report will have the following datapoints for each Location:

• Location Region
• Location title
• Location ID
• Location abbreviation
• address 1
• address 2
• city
• state
• Postal code
• country
• Inactive
• Location type (the first type it finds)
• Location types (Comma separated)
• time zone
• phone number
• image URL
• Map URL
• Latitude 
• Longitude
• Tax code
• export value
• website
• Hide from search (yes or no)
• Allowed bibs
• Airport codes (Comma separated, not individual columns)
• driving directions

Accessibility Updates

The following features were made to better comply with ADA standards. Any mentions of aria below are indicative of "Accessible Rich Internet Applications" updates that allow screen readers to better function within Configio.

Provide Admins With a Way to Specify Alt Text for Product Images

Admins will now have the ability to specify alt text for Product images

Admins managing Product images will now be able to input alternative text for Product images.  Alternative text (alt text) is crucial for accessibility because it ensures that people who use screen readers, have low vision, or experience difficulty in perceiving images can still access the information conveyed by those images.  When viewing Product images, admins will see a new icon .  When this icon is selected, a pop-up page will be displayed, which will have a textbox to input the alt text for a specific image.  If the Alt Text textbox is left blank, the Product title will be used as the alt text for the image.

To ensure continuity, with documentation and product functionality Configio reserves the right to amend or update these notes as needed. For more information, reach out to Configio Support.