Difference between revisions of "Template:November2021Upgrade"
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====Added Ability to Add Hashtags Directly To Hashtag Library==== | ====Added Ability to Add Hashtags Directly To Hashtag Library==== | ||
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| − | ==== | + | ====Updated Report Builder Behavior==== |
| − | + | Updated the behavior of the '''Report Builder''' so that when you drag and drop a dataset field into a column, the column header is populated by the more readable '''Caption''' rather than the '''Field Name'''. This was done to reduce time spent renaming columns. | |
| − | <!-- | + | <!--124129 - Report Builder Update Add Field Behavior to Set Column Header to Field Caption--> |
====Improvements to Level 2/3 List View Settings==== | ====Improvements to Level 2/3 List View Settings==== | ||
| − | Added the ability to surface Level 2/3 activity IDs on the Level 2/3 list views. A '''UTA Administrator''' and '''Global Administrator''' can navigate to the desired list view configuration page and add the activity ID under the '''Columns''' tab. | + | Added the ability to surface Level 2/3 activity IDs on the Level 2/3 list views. A '''UTA Administrator''' and '''Global Administrator''' can navigate to the desired list view configuration page and add the activity ID under the '''Columns''' tab. |
<!--127017 - Allow L2/L3 Event ID as Available Field in List Views--> | <!--127017 - Allow L2/L3 Event ID as Available Field in List Views--> | ||
====Updates to Global CAPTCHA Validation Behavior==== | ====Updates to Global CAPTCHA Validation Behavior==== | ||
| − | Updated CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) settings. If you set the '''CAPTCHA Type''' to '''Google reCAPTCHA''' and the system cannot detect the user’s country, the user will now be shown the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. | + | Updated CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) settings. If you set the '''CAPTCHA Type''' to '''Google reCAPTCHA''' and the system cannot detect the user’s country, the user will now be shown the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. CAPTCHA settings can be configured at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Global CAPTCHA Validation'''. |
<!--128072 - Start one System register issue--> | <!--128072 - Start one System register issue--> | ||
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| + | ====New Column for SmartFolder List Views==== | ||
| + | Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder. | ||
| + | <!--124101 - Show User in SmartFolder List Views--> | ||
==On-Demand System Upgrades== | ==On-Demand System Upgrades== | ||
Revision as of 13:12, 21 October 2021
Contents
- 1 General Details
- 2 Overview
- 3 Global System Upgrades
- 3.1 Major Updates
- 3.2 Minor Updates
- 3.2.1 Improvements to Upload - Multiple File Storage Custom Field
- 3.2.2 Automated Scheduling for Autoloaders, Reports, and Archives
- 3.2.3 Added Ability to Import Notes to Autoloader
- 3.2.4 Enhancements to System Security
- 3.2.5 Added Ability to Add Hashtags Directly To Hashtag Library
- 3.2.6 Updated Permission Quick Edit Feature with Copy/Paste Feature
- 3.2.7 Updates to Workflow Connectors and Statuses
- 3.2.8 Updated Text on Association Entry View
- 3.2.9 Updated Report Builder Behavior
- 3.2.10 Improvements to Level 2/3 List View Settings
- 3.2.11 Updates to Global CAPTCHA Validation Behavior
- 3.2.12 New Column for SmartFolder List Views
- 4 On-Demand System Upgrades
- 5 Beta Previews
- 6 Notes for Admins
General Details
Upgrade Dates
Public Cloud Production release date: November 11 2021
Public Cloud Backup release date: October 26 2021
Private Cloud Production (Managed Upgrades) release date: November 25 2021
Private Cloud Backup (Managed Upgrades) release date: November 11 2021
Overview
Watch this video to get a general overview of the new features in this release.
To watch this video in full screen, please click on the full screen button on the bottom right.
Global System Upgrades
The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
Major Updates
Enhanced List View Search
Enhanced the list view search to always display the Type, Status, Column, and Filter dropdowns to make searching more intuitive. These drop downs filters previously were only visible when you clicked into the search box. Note: The Advanced Search icon has also changed and is now located to the far right of the search bar.
Deprecation of Non-Compact Header
Deprecated the non-compact header. All systems will automatically be switched over to use the compact header. The non-compact header is no longer supported or available.
Updated Message Display on SmartCheck Validation
Updated the display of SmartCheck validation to display messages underneath the affected fields rather than floating above fields to avoid obscuring content. The visual treatment of these messages have also been enhanced.
Updates to Lookup - Autocompelte Options Custom Field
Updated the behavior of the Lookup - Autocomplete Options custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing.
Minor Updates
Improvements to Upload - Multiple File Storage Custom Field
Added an optional description column to the list of files in the Upload - Multiple Files Storage custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability. Note: The description column is not available if you enabled media library.
Automated Scheduling for Autoloaders, Reports, and Archives
Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to Menu Icon > Reports > Edit a Report > Click Export in the left navigation > Scheduled Export tab > Toggle on Enable New Scheduler.
Added Ability to Import Notes to Autoloader
Added the ability to use the autoloader to import Notes. To see the new setting, navigate to the General tab on the desired autoloader. When the Record Type is set to Company, User or a UTA, you will be able to select Notes from the Item dropdown. Note: All notes imported will appear as new notes that can only be edited by a System Administrator.
Enhancements to System Security
Enhanced the System Security Summary page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under Global Settings > Security tab.
Updated the look of indicators within the Organization and User Security Matrix for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the User Security Matrix or Organization Security Matrix, go to Global Settings > Security tab.
Added Ability to Add Hashtags Directly To Hashtag Library
Added the ability to add hashtags and hashtag categories directly into the Hashtag Library. Navigate to Global Settings > Hashtag Library to see the new button above the list view. A note has also been added beside the refresh button letting users know that use counts are updated daily.
Updated Permission Quick Edit Feature with Copy/Paste Feature
Enhanced the Permission Quick Edit feature to allow the permissions of custom fields based on Role, Type or Status to be quickly copied and pasted into other columns. To view permission quick edit, navigate to UTA Configuration Settings > Level 1/2/3 tab > Custom Fields > Click the Permission Quick Edit button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.
Updates to Workflow Connectors and Statuses
Updated the default Connect To option when creating a new connector in a workflow. You will now see the default option has been changed to Complete instead of Start for new workflow connectors. In general, it is more likely that you would want to connect to Complete than to Start and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the Termination Trigger field when the Workflow Type is set to Tracking Activities.
Updated Text on Association Entry View
Updated text in the Association Entry View for a more intuitive experience when finding and adding contacts or accounts to records. In the case of the Special Linked Record List custom field, we have added a default lookup list view option so you can specify which list view you want users to see by default.
Updated Report Builder Behavior
Updated the behavior of the Report Builder so that when you drag and drop a dataset field into a column, the column header is populated by the more readable Caption rather than the Field Name. This was done to reduce time spent renaming columns.
Improvements to Level 2/3 List View Settings
Added the ability to surface Level 2/3 activity IDs on the Level 2/3 list views. A UTA Administrator and Global Administrator can navigate to the desired list view configuration page and add the activity ID under the Columns tab.
Updates to Global CAPTCHA Validation Behavior
Updated CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) settings. If you set the CAPTCHA Type to Google reCAPTCHA and the system cannot detect the user’s country, the user will now be shown the Alternate CAPTCHA instead of Google reCAPTCHA. CAPTCHA settings can be configured at Menu Icon > Global Settings > Security tab > Global CAPTCHA Validation.
New Column for SmartFolder List Views
Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder.
On-Demand System Upgrades
The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:
Major Updates
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Minor Updates
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Beta Previews
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Notes for Admins
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