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Survey & Vote Upgrade to Version 3.0.0

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This is a major release because it fixes https://artemis.atlassian.net/browse/SVM-86 to add a user picker in the macro editors for restricting the macros using lists of voters, viewers, and managers.

In prior versions the inputs for the lists of restricted voters, viewers, and managers combined usernames and group names together.

In the new version we have split the usernames and group names into separate lists to allow for the use of a user picker to auto-populate for usernames in the macro editor.

Upon upgrading to version 3.0.0 from an earlier version you will need to edit all of your Survey and Vote macros that restrict lists of voters, viewers, or managers if (and only if) you have included usernames in those lists along with group names. If you only used the lists for group names and they do NOT contain usernames or if you do not restrict your macros at all then there is no action necessary upon upgrading to version 3.0.0.

To search for the pages where this macro is present please see Atlassian’s document for using the REST API for CQL searches: Search Your Site for Pages Containing a Certain Macro - Server

You will want to do separate searches for survey, vote, survey-wikistyle, and vote-wikistyle. You probably don't have any survey-wikistyle or vote-wikistyle macros but should search for them to verify that. Those are old obsolete macros.

See https://artemis.atlassian.net/wiki/spaces/SUP/pages/410780125/Survey+Vote+Server+-+User+Guide#Survey&VoteServer-UserGuide-SurveyEditorFields
for documentation of the macro parameters for restricting lists of voters, viewers, and groups:

List of voter groups
List of voters
List of viewer groups
List of viewers
List of manager groups
List of managers

EXAMPLE:

For "List of managers" (Survey macro only. Does not exist in Vote macro)

After the upgrade all of the users/groups that you previously had listed in "List of managers" will now be in the "List of manager groups" input in the macro editor.

  • in page edit mode, edit your Survey macro

  • Move all usernames from "List of manager groups" to "List of managers"

    • remove usernames from "List of manager groups", leave only group names in that input

    • The "List of managers" parameter is of type "username" so it requires you to start typing in the username for a user so that it can find the user and auto-populate the input for that user.

    • You will need to enter each user manually into "List of managers" so that the auto-populate works to find the user and enter them correctly.

    • The use of a username input fixes the problem of needing to know exactly what the case is for a username (eg. john.doe vs John.Doe). You no longer need to know exactly how the username is spelled in the user store as long as you know enough of the username for the username picker to find them.

Similarly for "List of voter groups" and "List of result viewer groups" (for both the Survey and Vote macros).

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