8,849
edits
Changes
→New Functionality for Save / Save Draft buttons
===Updated Icon Styles for Mobile Devices===
*New sets of icons are avaiable available to personalize the [[Portal design|user portals]]. *Users on mobile devices will be automatically detected and their portal interface optimized for mobile useablilityuseability.
<!--23845 - Update portal icon style-->
===Recent Searches===
*The system will now store a user's last five sets of search criteria, making it easier to switch between lists of records.
*Click on Select the dropdown under the "Apply Filter" heading of the [[Basic Search]] panel, or the "Saved Filter" heading of the [[Advanced Search]] panel, to see a list of the last five searches performed, under the heading "Last Searches."
<!--22590 - Last Searches - List View Enhancement-->
*When using date fields as search criteria in [[Advanced Search]], users can now easily specify whether they want records from "Last Year" or "This Year."
<!--26618 - Advanced Search Date functions-->
===Addition of NTEE Code to IRS Database Search===
*A new column for NTEE code has been added to the [[Organization Search Page|IRS database search form]]. This column can also be mapped back to the organization when it is created.
<!--26473 - Retrieval of the NTEE code from the IRS database-->
===Update to List View Status Colours===
*The status colour for each row within a UTA List View has been moved to an indicator at the start of the row as opposed to highlighting the entire row.
<!--27976 - Arcadia X List View Enhancements-->
==On-Demand System Upgrades==
===Arcadia X Interface===
*A expedited An easy method of building custom user interfaces is now available. *''Arcadia X'' allows System Administrators to quickly build custom hyperlinks on role-based portalswith features such as tab-based navigation, and to set up the user interface to include shortcuts on various tabscustomized list views with enhanced filtering and searching options.
<!--27977 - Arcadia X Interface-->
===XML Field Enhancement===
* Upgraded the [[Custom Field Type: Special - XML Data|XML Data]] custom field type to be able to create, edit or delete {{l2}} records on the fly. See [[Managing Level 2 Activities with an XML Section]] for more information.
<!--28567 - XML Data Field extension to create L2s->
===Conditional Lists of Values===
* A new functionality has been added to custom fields to allow lists of values to be dependant dependent upon the values in another custom field. See [[Conditional Lists of Values]] for more information.
<!--22853 - Conditional List of Values-->
===New Functionality for Save / Save Draft buttons===
* System administrators can now add custom Save and Save Draft buttons on {{UTA}} records. [[Visibility Condition|visibility Visibility conditions]] and button labels of these can now be controlled. See [[Submit Logic]] to the Custom Save and Save Draft buttons on {{UTA}} records.* This will allow using server-side validation when records are Saved or Saved in Draft, and also allow conditions on whether or not the buttons are visible to usersButtons]] for details.
<!--19758 - Visibility of Save and Save Draft buttons-->
===Enhancements to Copying Records===
* The permissions for copying {{UTA}} records have been enhanced.
* System administrators can define, by role, the permissions for parts of a record that will be copied. See [[Copying_UTA_Records#Setting_Copy_Restrictions|Setting Copy Restrictions]] for more information.
* The user interface for the Copy Record page is also simplified.
<!--26973 - Copy Enhancements-->
===Enhancement to PDF Writer===
* {{WPV}}s can now be configured to specify the filename for a PDF file generated from that Web Page View. See [[PDF_Writer_Custom_Tags#Specify_PDF_File_Name|this page]] for additional information.
<!--22632 - Ability to specify file name for PDF's generated using pdfwriter-->
