Difference between revisions of "Previous Upgrade: February 2013"

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(Universal Tracking Application)
(Universal Tracking Application)
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* New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user.
 
* New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New [[Variable List|variables]] @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user.
 
* New field visibility matrix introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.
 
* New field visibility matrix introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.
* Enhanced the UTA [[batch update]] feature to open directly off your current list view results instead of directing to a separate search page.
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* Enhanced the UTA [[Batch Update|batch update]] feature to open directly off your current list view results instead of directing to a separate search page.
* Enhanced the UTA [[batch update]] feature with the ability to update multiple contacts/group for UTA Level 1.
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* Enhanced the UTA [[Batch Update|batch update]] feature with the ability to update multiple contacts/group for UTA Level 1.
  
 
===Variable Processor===
 
===Variable Processor===

Revision as of 13:46, 13 June 2013

The following features were implemented as part of the upgrade cycle commencing in February 2013:

Universal Tracking Application

  • New caption setting introduced for the configuration of type/status of objects, allowing you to change the default display name of a type/status. New variables @statuscaption@ and @typecaption@ have been introduced to retrieve these captions.
  • New language translation setting introduced for the configuration of types and statuses for the UTA at Level 1, Level 2, and Level 3. New variables @type_lang@ and @status_lang@ introduced to retrieve the relevant translation based on the current user.
  • New field visibility matrix introduced allowing you to configure a complex combination of view/edit permissions for custom fields based on user roles and UTA statuses in bulk.
  • Enhanced the UTA batch update feature to open directly off your current list view results instead of directing to a separate search page.
  • Enhanced the UTA batch update feature with the ability to update multiple contacts/group for UTA Level 1.

Variable Processor

  • New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.

Standard and Custom Fields

  • Enhanced the account list view within a UTA with the ability to list the account owner as a column.
  • New ability to update the display order of only a selected group of custom fields within batch update (previously forced to update display order of all custom fields).

Transactions

  • Enhanced transactions with the ability to enable record locking.

Integration

  • Enhanced PubMed service with the additional ability to search on publication date.
  • Introduced integration with GuideStar service and ability to search their database.