Perfion 2025-R2

Database Installer

Database - Installation guidePreview

Application Server

Application ServerPreview

API Service

Installation guidePreview

Web Client

Web Client - Installation GuidePreview

Windows Client

Windows Client - Installation GuidePreview

Supplier Portal

Supplier Portal - InstallationPreview

API Tester

Editable read-only categories: Supplier users of the Supplier Portal could modify categories marked as read-only. This is now blocked.

Missing "Expose Read Only" grouping: Dashboards can now group by "Expose Read Only" features, which was previously unavailable.

Accepted items deletable: In the Supplier Portal, accepted items could be deleted by Organization Users. Now only Draft and Rejected items can be removed.

Error on non-localizable category grouping: Grouping by non-localizable categories in the Supplier Dashboard caused a query error. This has been fixed.

AD sync matching too narrow: AD sync now uses UPN, Email, and Other emails to link users to Perfion accounts. Previously, when synching users with Microsoft Entra ID, only the User Principal Name (UPN) was used, which could result in unmatched users being marked as inactive.

Execute-clause mishandling in API queries: In earlier versions of Perfion, the API did not correctly handle Execute clauses when queries combined data from both Supplier and Standard Items. This was especially problematic for Supplier Dashboard widgets using filter properties. The issue has now been resolved.

Error synching formulas to Content Store: When configuring a formula feature to be exposed to a Content Store, the sync job could fail with an 'Object reference not set to an instance of an object' error and the store would not be correctly synced. This has now been fixed.

Supplier Portal: Importing Supplier Items having a non-localized categorizer gave "Key not found" error in import. This has been fixed.

Channel Management: When creating a channel or editing an existing channel the error message "Channel name could not be saved." was shown. This is fixed.

Fetching remote values could fail under special circumstances: Using created or modified date in a Perfion query with remotes, could make fetching remote values fail with a null-value exception. This has been fixed. 

Partially disabled Logging: Upgrading to 2025-R1 partially disabled Logging, The database installer 5.7.1 enables the missing logging setting if logging are enabled in Settings. 

Fixed issue where multi-cell editing affected unselected cells

When editing users in the web client, administrators could experience an error stating that 'userId' is missing.

This was unfortunately introduced in the 5.7.2 hotfix, but has now been fixed.

Active Directory - Users would experience errors when logging into Perfion using Entra ID single-sign-on, when Perfion was configured to use "Advanced Integration". The error was caused by incorrect handling of the user groups specifying what languages a user have access to. It has now been fixed.

Active Directory - When clicking the 'Sync with AD' button in User Management, users could experience a syntax error, and the sync of inactive users would not be performed as expected. Additionally, an error may be displayed when using the Migrate User button to enable AD login for an existing user in Perfion. These issues have been fixed.

Permissions - Editing a feature with permits enabled could result in permits being deleted from items. This occurred in the Windows Client when switching to the "Advanced tab" and then clicking OK. This issue has been fixed.

Notifications - In certain cases, notification emails were not sent. This issue has now been fixed.

Notifications - The button in the Comments section is now disabled if the comment box is empty.

Notifications - A bug causing line breaks (Shift+Enter) in comments to malfunction has been fixed

Notifications - An error occurred when adding comments with mentions from the Item Editor

Context menu of items: A Comments button was added. Clicking it opens the comments section for that item.

Added Edit/Delete icons for default values in selectable features in searches. This supplements the existing right-click functionality.

The new Importer now checks user roles:

• To run the importer, the user must have the "Can import data" role.

• To use advanced options such as "Create unknown selectables" and "Create values that do not validate against Feature Validation", the user must have the "Can import feature data without validation" role.

The Perfion API now supports execution of the new Importer via REST. Jobs are submitted to the Perfion Application Server, and job status can be queried via the API. See documentation for details. 

The Perfion Web Client installer now includes support for Integrated Security in the database connection.

The following properties have been added to the ActFeatureInfo Action object:

• IsFormula

• IsUniqueValues

• IsCustomOrdering

• IsSortableRelatedItems

• IsReadOnly Allow

• TriStateBoolean

• ModifiedBy

• ModifiedDate  

Validation for the Service URL field now rejects special characters more strictly. Only letters and numbers are allowed.

Image selection in Content Store settings is now limited to standard web formats: PNG, JPEG, and WEBP.

Theme Color error messaging: When an invalid hexCode is entered for themeColor in the Content Store, the last attempted hexCode is now preserved and shown in the error message. This ensures clarity while maintaining consistent input validation behavior.

The Connection button has been removed from the Windows Client menu. If no configuration file is found on launch, users are prompted to enter connection details as before.

Admins can now define both the interface language and data language for a user via “User Properties".

PDF Preview Error on Supplier Data Columns fixed an issue where right-clicking a supplier data column (e.g., [SUP]User Guide) to preview a PDF caused an error ("Not possible to get values on supplier data") and an infinite error dialog loop.

The message shown when deleting a Content Store user now correctly displays the user’s name in a readable format.

Password change failures now show more relevant and helpful error messages.

Exported single path hierarchical feature values are now prefixed with a pipe "|" by the Exporter to indicate a full path. This ensures re-importability, as a full path (prefixed with "|") is never ambiguous, while a single path element can be. When re-imported, the Importer recognizes the value as a full path and only looks for it at the root of the hierarchy. Note that _ParentPath is always treated as a full path and does not require a leading "|".

The new Importer is now available in the Perfion Windows Client under the "Import Data" tab. The original importer is still available as “Legacy Import Data" in a submenu. 

Fixed an issue preventing command-line upgrades of the DB installer from v5.4 to v5.5 on Azure databases.

Resolved an issue where remote connections containing certain special characters could not be saved.

Cells hidden by filters are now automatically picked when using 'Ctrl+Shift'

The IMPORT.FEATUREDATA action now supports the new parameter “AmbiguousSelectableValueHandling”. It controls how the importer behaves when a selectable value is shared across multiple items. It can be set to one of the following 3 values:

• Fail: Finding two or more items with the same value causes the importer to stop with an error (default). This was the behavior in previous versions.

• Create: The importer picks one matching item, assigns it, and issuues a warning. 

• Ignore: The ambiguous value is skipped.

Mail Settings have been moved from the Supplier Portal Settings to the main Settings menu.

Fixed an issue where bearer tokens generated using a ServiceAccount user could not be used to authenticate with the Perfion API that the token is not valid for this use,

There was no indication of the currently selected group.