QuoteX v1.85 (GA) - AppExchange

Published on April 27, 2026 QuoteX

QuoteX Release Notes

Version 1.85 (Salesforce Security Reviewed) | Release Date: 2025-08-21

Enhancements

Manual Capacity Refresh: To provide greater control and transparency over data updates, we have decoupled the Capacity Needed calculations from the initial component load.
- User-Driven Recalculation: Calculations no longer trigger automatically upon opening the component.
- New Refresh Interface: A dedicated Refresh button has been added, allowing users to manually trigger a rebuild of capacity data after making scoping changes.
- Improved Clarity: This change ensures that users always know exactly when data is being processed, preventing confusion regarding whether the displayed metrics are current or still recalculating.

Issue

Child roll-up values (Resources and "Other Fees") were delayed or sometime failing to sync intermittently from the timeline to the Quote record, requiring manual record saves to trigger updates.

Solution: QuoteX v1.85 Implementation

In Version 1.85, the underlying calculation engine was optimized to ensure data performance integrity across all rollup fields of Timeline -> Quote -> Quote Request.

Automated Synchronization: The background triggers were optimized to ensure that any change to the Timeline records immediately and accurately rolls up to the Quote Summary fields.

User Story Highlights

User Story Id

Highlights

S-366

Capacity Needed Refresh Feature

The Capacity Needed component now comes with a refresh button. Instead of calculations rebuilding automatically on component load (which previously caused confusion), users can now click the refresh icon to trigger the rebuild whenever scope or effort values are updated.

Knowledge Article Number: KA-00072