2025 April | Feature Highlights
Data Management | Search in Translations
PRMA-3721
Translated strings are now searchable entities.
Affected Components:
Data Management (XDM)
Data Management
Enhanced search functionality by enabling searches for translated strings for all entities supporting language translations.
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Data Management | Tag Use Visibility
PRMA-5121
¶¶ÒõData Management can now see the number of items related by Tags attached to the item from the Tag List page.
Affected Components:
Data Management (XDM)
Cloud Portal (XOP)
Data Management
Enabled identification of entities related to Tag with the following actions:
See Related Entities option added to Actions menu displayed on Tag List page
With at least one Tag selected, when user selects See Related Entities or Remove options within Actions menu, new modals Information and Confirmation are displayed
Information Modal
Confirmation Modal
See Related Entities option added to Tag edit form menu
When user selects See Related Entities or Delete options within Tag edit form, new modals Information and Confirmation are displayed
csv file automatically uploaded to user device has name format: Tags Related Items_<Date-Time>.csv with structure: Tag Name, Tag ID, Path, Related Entity Type, Related Entity Name, Related Entity ID, Parent Entity Name
Cloud Portal
Created new tag-related-entities.View permission at global level to enable users to manage access to entities related to Tags.
DMB | CFD Donation Prompts
PRMA-5657
New prompt on ¶¶ÒõDigital Menu Boards (XDMB) with an option to add a donation to an order on the Customer Facing Display (CFD), also known as Order Confirmation Board (OCB) and Order Confirmation Unit (OCU). This update is intended to streamline the checkout process.
Affected Components:
Data Management (XDM)
Digital Menu Board (XDMB)
Point of Sale (XPOS)
Data Management
New Peripheral Configuration setting Display Donation Prompt On OCB. Toggle On to allow customers to add a donation during the order confirmation process.
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Digital Menu Boards
New prompt that allows customers to add a donation during the order confirmation process.
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Point of Sale
The donation prompt is now available from the CFD. When Display Donation Prompt On OCB is toggled On, instead of displaying the donation prompt on Point of Sale (POS) terminal. The POS sends the order context to OCB and waits for a response.
Gift and Loyalty | Beanstalk Integration
PRMA-5861
¶¶ÒõGift and Loyalty is now integrated with the Customer Engagement System (CES) Beanstalk Loyalty Engine (BLE) so that costumers can utilize loyalty rewards with Beanstalk.
Affected Components:
Gift and Loyalty (XGL)
Gift and Loyalty
New integration with the Beanstalk Loyalty Engine that allows costumers to utilize Beanstalk loyalty rewards with ¶¶ÒõGift and Loyalty (XGL).
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Partner Relay | Shipping Data Integration
PRMA-5282
Added Shipping API integration which enables POS and Touchless Payments users access to shipping data to add to orders.
Affected Components:
Cloud Portal (XOP)
Partner Relay (XPLR)
Data Management (XDM)
Cloud Portal (XOP)
New Admin.Subscriptions.Items.Manage, Subscriptions.Items.View, and Decrypted.Data.View permissions.
¶¶ÒõCloud Portal → Admin → All Companies → Select Company → Settings and Tools → Custom Services
Added attributes for the text entry field in the custom service:
Encrypted - Toggle with the default value of No. For the Yes setting, the data is encrypted and decrypted using the existing logic.
Masked - Toggle with the default value of No. For the Yes setting, the data is masked with dots and have the eye icon, which, when selected, allows a view of the original data.
Added new service functionality:
General - Added fields for shipping:
Service Name
Description
Service Type
At the site level, added ability to edit these fields:
Service URL
Merchant Name
¶¶ÒõID
Availability Conditions - Added dropdown menus:
Available by
Condition
Add New Field - Added a create a new service functionality. General includes:
Allow Site Overrides
Service URL
Order Source
The create a new field form includes:
Type
Label
Help Text
Placeholder Text
Parameter Key
Required
Encrypted
Masked
Default State on Description
Added functionality to Service Assigned To field on the Services page:
Yes - The service is activated for all selected sites.
No - The service is not activated for any of the selected sites.
Varies - The service is activated for some of the selected sites but not all of the selected sites.
Added the eye icon in the edit window on the top of the rows where data is masked. To unmask the data, the user selects the eye icon.
Partner Relay (XPLR)
Added new endpoints to create a shipment, buy a shipment, request a refund for a shipment, request shipment details, and create a shipping address.
Added the following:
from_address
object - Addedcompany
andphone
as items of the object.X-Site-Ids
- Added a requirement parameter with only one site per request to support Shipping API Custom Services on the site level.
Added values to the service_type
and provider
Service Builder fields for shipping.
Data Management (XDM)
Added new Service Builder functionality.
¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Settings → Gift Provider Profiles
Added the following:
Provider - From the dropdown menu, extended the list of services to include the services created in the Service Builder.
POS | In-Store Data Feed
PRMA-2912
¶¶ÒõPOS feeds real-time order transactional data to third-party applications operating on the site's local network, for example, order confirmation boards, beverage dispensers, production management tools, and video surveillance.
Define filters to specify the order objects, and their attributes, to include/exclude from data feeds.
Identify events that trigger data feed output (for example, order_paid and order_save).
Exclude terminal filters for order_ready and order_fulfilled events initiated by kitchen.
Initial iteration supports order transactional data and TCP/IP Socket connections.
Affected Components:
Data Management (XDM)
Ordering (¶¶ÒõPOS)
Portal/Onboarding (XOP)
Data Management (XDM)
¶¶ÒõPortal is notified when Event Type, Destination, Order Source or Terminal configurations are updated or removed in Data Management.
Ordering (¶¶ÒõPOS)
¶¶ÒõPOS consumes the Data Feed service configuration defined on the Portal and uses the service to send order objects. Data feeds are encrypted for security.
Data feeds and their status are identified on the Functions > Terminal Status screen.
Portal/Onboarding (XOP)
The following identifies the updates to the ¶¶ÒõPortal:
Data Feed Service
Add a company to the Data Feed service from All Services.
Data Feed Configuration
From the Settings and Tools menu, use the Data Feed editor to add and configure data feeds.
For each data feed, define the connection details, the triggering events, the order data filters, and the fields to include/exclude.
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Role Permissions
By default, the following permissions are assigned to the Admin, XPRT-Admin, and PS-Admin roles. These permissions allow the user to:
DataFeed.Add - add a new data feed
DataFeed.Delete - remove a data feed
DataFeed.Manage - edit a data feed
DataFeed.View - view a data feed
Portal | Enable/Disable Third-Party Subscriptions
PRMA-5382
Extended subscription and added support for enabling/disabling entities in third party subscriptions.
Affected Components:
Cloud Portal (XOP)
Pipeline (PPL)
Reports (RPT)
Cloud Portal
Extended subscription and added support for enabling/disabling entities in third party subscription with the following actions:
Added Use site specific entity filters field to General tab
Added Orders, Drawers, Deposits, Punches tabs under General tab if Use site specific entity filters toggle is set to Yes.
Received values in update request overwrite existing records unless Use site specific entity filters is set to No.
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Pipeline
Enhanced third-party subscription punch management by adding support for expanded entity filters with the following actions:
Added filtering logic to analyze whether to send message to Webhook based on states, types, statuses, and subscription filters
If required filters are not received in resend request, site subscription details to be used
Extended subscription and added support for enabling/disabling entities in third party subscription with the following actions:
At company level, third party service will display in list of services if service is enabled globally for company
Configuration at company level will consist of following tab names: General, Orders, Drawers, Deposits, Punches
Company's subscriptions array is updated when third party service subscription array is enabled for company with valid configuration
If third party service is disabled at company level, the company's subscriptions are updated and subscription is removed from subscription list
If third party service subscription is enabled, the following additional fields will be stored in service subscription: orders_enabled, order_states, order_types, drawers_enabled, drawer_event_types, deposits_enabled, deposit_statuses, punches_enabled, punch_statuses
Reports
Users can now disable the following configurations:
Orders
Drawers
Deposits
Punch Flows
Portal | Manage Site Assignments via Identity Provider
PRMA-4597
Single Sign On (SSO) Users can now manage assignments for a site/store group through their identity provider
Affected Components:
Cloud Portal (XOP)
Cloud Portal (XOP)
Sites assigned to user are removed as expected in Site section after sites have been removed from custom fields. Users can be successfully added to user group if User Group Assignment via IDP setting is turned off. IDP user cannot be added to site with global checkbox when Site/Role/User Group Assignment via IDP is Yes.
Enabled control of site/role assignments for Single Sign On users through the following actions:
Added new Sites attribute to Portal User attributes list
Added new User Groups attribute to Portal User attributes list, containing name of site(s) and/or names of site hierarchies/users
Updated User Profile mappings to pass on above attributes
Added new toggle settings to Identity Providers on Admin level as follows: Site Assignment via IDP; Role Assignment via IDP; User Group Assignment via IDP
Clarified protocol for IDP users on or off exclusion list
Add Role button displays successfully in Roles tab and Add User Groups button displays successfully in User Groups tab.
Suite Catering | Payment Assignment Required
PRMA-4944
New permission that requires an Suite Catering Portal (SCP ) user to assign a payment when creating or editing an order.
Affected Components:
Cloud Portal (XOP)
Suite Catering (XCAT)
Cloud Portal (XOP)
Enabled payment assignment to be mandated when user creates Suite Catering order by adding the new permission SuiteCatering.Orders.CreateOrderWithoutPaymentAssigned in Orders subgroup at global and company levels.
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Suite Catering
implementation of a payment assignment feature for the Suite Catering Portal, aimed at enhancing order management by making payment method assignments mandatory for certain users.