Native Planner release notes

Confirmed Version 6 changes. Newest first. Package and DOCX filenames may still say Native Planner Plus.

Sources: Version 6.0, 6.23, and 6.37 release-note DOCX. Versions 6.24, 6.26, and 6.28 from AA-confirmed changelog (6.26 / 6.28 also appear as “Previous Release” in the 6.37 DOCX). No standalone DOCX for 6.24 / 6.26 / 6.28 on disk. Intermediate versions without a DOCX or AA delta are omitted.

Current AppExchange package (as of 2026-10-23 listing check): 6.37. AA confirmed nothing newer than 6.37 for this page.

Version 6.37

Full release notes DOCX · Download DOCX

Adds a real-time configuration export for troubleshooting errors, and corrects holiday handling with TODAY, Dynamic opt-out days, title date fields, the global filter, hourly timeline offset, the group-by header button, hover popups, parent changes, and drag behavior.

New features

  • CATCHEXPORTCONFIG (line 16) - When the Planner hits a runtime error, export the current configuration and the queries that were running. Use in real time (not edit mode). Send the downloaded file for troubleshooting help.

Bug fixes

  • Holidays with TODAY - Corrected holiday handling when TODAY is used and TODAY is also set as the component Start Date.
  • Opt-out days in Dynamic mode - Opt-out days now apply consistently.
  • Date fields on title - Date fields configured for the title now display correctly.
  • Global filter - Results match the filter criteria.
  • Timeline hour +1 offset - Corrected an off-by-one hour problem on the hourly timeline.
  • Show/hide group-by button on header - Appears only when it should.
  • Popup delay on mouse hover - Increased delay so accidental movement no longer opens the popup immediately.
  • Changing child parents when there is no child group-by - Parent changes for children work correctly.
  • Drag issues - Records move and save as expected.

Recommended action

  • Update Production and Sandbox to 6.37.
  • For error diagnosis: add CATCHEXPORTCONFIG to line 16, reproduce in real time, send the downloaded file.
  • If you use TODAY as Start Date, Dynamic opt-out days, or the hourly timeline, confirm those behaviors after install.

Version 6.28

AA-confirmed changelog · also listed as Previous Release in the 6.37 DOCX · no standalone DOCX on disk

Fixes and improvements

  • WD week dividers in day view - Day view draws a divider at the start of each week and shows the week number.
  • Hide parent popup when no fields - If a parent has no popup fields configured, the parent popup is no longer opened.
  • NOSHADOWS (line 34) also removes the popup shadow (in addition to record and group-by shadows).
  • Offset parent popup for easier double-click - Parent popup is offset so it does not cover the parent bar.
  • Hide group-by parents with no children - Parent groups with no child records are hidden.
  • Hide hamburger when no options are available - Hidden on the popup and record label when there are no actions.
  • Double-click on parents and children - NOPARENTRECORDPAGE and NORECORDPAGE (line 34) continue to block opening the record page, including on double-click.

Version 6.26

AA-confirmed changelog · also listed as Previous Release in the 6.37 DOCX · no standalone DOCX on disk

Bug fixes

  • Field order in titles and popups - Follows the order entered in configuration.
  • Matrix drag and placement - Dragging a Matrix tile saves the new allocation.

Version 6.24

AA-confirmed changelog only · no standalone DOCX on disk

  • Timeline HOUR + TODAY.
  • Lookup fields support 3-level depth. When the related object has no Name field, specify the field: Case__c#Subject.
  • Save Later button display when hiding the header.
  • toLabel() → RecordType.Name and picklist/multipicklist translation support.

Version 6.23

Full release notes DOCX · Download DOCX

Adds a configuration option for child-record date filtering, and includes fixes for loading speed, formula fields, Case handling, Smart Timeline RANGE, and Matrix parent/child display.

New features

  • NOFILTERCHILDSBYDATES - Disable filtering of child records by the current timeline date scope. Child records stay visible even if their dates fall outside the Planner’s visible start/end range.

Improvements

  • Faster loading with automatic date filters - Date filters applied during load reduce records processed on initial render.

Bug fixes

  • Formula fields - Some formula fields now evaluate and display correctly.
  • Case-related issues - Display, interaction, or related-record behavior when Case is parent or child.
  • Smart Timeline RANGE - Date ranges calculate and display correctly across the selected period.
  • Matrix blank-space and relationship display - Includes records with no value in the blank-space area; parent and child relationships render correctly.

Recommended action

  • Update Production and Sandbox to 6.23 for the performance and Matrix / Smart Timeline / formula-field corrections.
  • To see children outside the current timeline window, add NOFILTERCHILDSBYDATES after upgrade.
  • If you use Matrix parent/child, blank-value cells, Smart Timeline RANGE, or Case-based plans, verify those views after install.

Version 6.0

Major release · full release notes DOCX · Download DOCX

Complete modernization of the backend engine and front-end experience. Goal: simpler workflows, higher performance, and more value for every user.

Major highlights

  • Backend engine rebuild - Cleaner processing, stronger consistency across Gantt, Grid, Kanban, Matrix, and Scheduler; approximately 50% faster loading.
  • Completely redesigned front-end - Buttons, pop-ups, headers, legends, and visual hierarchy modernized.
  • No requirement for parent records - Leave Parent SObject empty (line 37). Create parents on demand with PARENTCREATE.

Upgrade advisory (from 5.x)

  • Update path is generally smooth; no data migration required.
  • Increased sensitivity to field-level validations when the top Flow Screen feature is in use - review validation rules before or right after upgrade.
  • Guided upgrade available via Calendly or support.

New features and improvements

  • PARENTCREATE (line 34) - Create parent records from the Planner.
  • Optional parent - Leave Parent SObject empty (line 37).
  • Record counting on GRID - Accurate record counts.
  • Custom labels on title fields - Use $ to include a label on title fields.
  • Language and localization adjustments.
  • Week timeline (W) - No forced timeline start-of-week.
  • Flow Screen top FINISH - No blink/loading flash.
  • NOSHADOWS (line 34) - Remove record and group-by shadows (new window/popup system).
  • INVERSECOLORS and FOREGROUNDCOLOR - Advanced popup color control.
  • Color legend persistence - Record legend color matrix can remain visible even when Component Show Color Legends is NO (line 4).
  • Child group-by color styling - Example: Field__c,[-- None --=#f4faff,Planner=blue].
  • NOPARENTRECORDPAGE / NORECORDPAGE (line 34) - Disable double-click open to the record page.
  • Custom Flow button labels via # on lines 49, 72, and 95 - Example: Field__c#Custom Flow Label.
  • Open access to all configuration lines via TOP Flow - Including parent and child objects.
  • Enhanced quick-filter - CONTAINS, lookup fields, date comparisons using DATETIME FORMAT, and GANTT paths.
  • MATRIX timeline colors - Same color/font schema as GRID (line 10); example: Field__c:blue:20:white.

Migration from 5.x

Version 5.x optionVersion 6 equivalent / behavior
HIDETITLELeave Component Title empty to hide both title and icon
FULLSCREENAlways visible - appears with the Hide/Show Header button
NOBACKDROPSHADOWReplaced by NOSHADOWS
NOHYPERLINKReplaced by NOPARENTRECORDPAGE / NORECORDPAGE

Bug fixes

  • Export to Excel - Wrong record placement corrected.
  • Timeline week numbering - Incorrect ending week number with W scale fixed.

Install or update from the AppExchange listing. Questions or issues: support@nativeerp.com.

Intermediate Version 6 builds without a DOCX or AA delta are intentionally omitted.

NativeERP LLC

833 W Chicago Ave Suite #403

Chicago, IL 60642

Phone: 312-278-7730

Native Planner by NativeERP LLC.

Native Planner on AppExchange

User guide · Release notes · NativeERP

NativeERP LLC · Native Planner