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May 13, 2025 - Live Plans Update

Live Plans Beta Release Notes

Updates/New Features

Live Plans templates can now be enabled for download on home plans by Sales Agents

  • To configure, open a Studio file containing the template for which permissions should be granted. From Live Plans > Export, find the Export Permissions in the Inspector, check the box next to “Sales Agent” to enable the permission and re-publish the Studio doc.

  • Once enabled, users with a Sales Agent role will have access to the “Download Documentation” button on home plans from which they can download Plan Sets and Sales Brochures created using Live Plans templates.

  • In-app copy referring to “Plan Set” downloads in Config has been updated to “Documentation” downloads to better capture the variety of documentation that Live Plans can support.

Conditions Builder now available in Live Plans Multi-Select

  • Users can now apply conditional statements to multiple Live Plans entities at the same time via the Multiple Entities Inspector.

Define Viewport Scale as a Parameter

  • When a viewport’s Scaling Method is set to Explicit, the Scale may be defined with a parameter.

Fixes!

  • Doc Ref-able View Template Override Effects & Selectors Update

    • Resolved an issue that prevented the effects & rule based selectors from being Document Referenced with their View Template Overrides

    • Users may also now Document Reference individual Rule Based Selectors

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