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Template:November2021Upgrade

No change in size, 18:28, 22 October 2021
m
On-Demand System Upgrades
Enhanced '''Impact Maps''' to include system filters, custom messaging, aggregation types, currency and precision. To configure the impact map, go to '''UTA Settings''' > '''Level 1/2''' tab > '''Impact Maps'''.
<!--88956 - Impact Map Feature Enhancements-->
 
====Updated Report Export to Chain Scheduled Exports====
Added ability to run a report export directly after the currently scheduled report export. This gives you the ability to chain scheduled reports together. The new setting is called '''Sequential Report Export''' and can be configured by going to '''Menu Icon''' > '''Reports''' > Edit desired report > '''Export''' tab in left navigation > '''Scheduled Export''' tab
<!--126767 - Ability to chain scheduled exported reports-->
 
====Updated Line Chart Custom Field for Multiple Lines====
Updated the '''Special - Chart''' custom field to allow multiple series on the y-axis. To use, navigate to the configuration settings of any '''Special - Chart''' custom field. When '''Data Type''' is set to '''Records related to object''' and '''Chart Type''' is set to '''Line''', you will see a plus icon under '''Y-Axis''' that allows you to add multiple lines.
<!--126630 - Allow Multiple Lines on Line Chart Custom Field-->
Added the ability to easily display checkboxes and radio buttons in view mode and in PDFs. To enable, go to the desired '''Select One – Radio Buttons''' or '''Select Many – Checkboxes''' custom field and toggle on '''Show Checkboxes/Radio Buttons in View Mode'''. You can easily toggle this setting on for many fields at once by using the custom field batch update and specifically selecting '''Show Checkboxes/Radio Buttons''' in the side panel.
<!--125931 - Checkboxes not displaying properly in PDF-->
 
====Updated Report Export to Chain Scheduled Exports====
Added ability to run a report export directly after the currently scheduled report export. This gives you the ability to chain scheduled reports together. The new setting is called '''Sequential Report Export''' and can be configured by going to '''Menu Icon''' > '''Reports''' > Edit desired report > '''Export''' tab in left navigation > '''Scheduled Export''' tab
<!--126767 - Ability to chain scheduled exported reports-->
====Extended Ability to Create Custom Buttons to Portal Section Types====
Extended the ability to easily create custom buttons on various portal section types. This ability was originally only available for '''Banner''' type sections.
<!--59652 - Ability to add buttons inside portal section (no script)-->
 
====Updated Line Chart Custom Field for Multiple Lines====
Updated the '''Special - Chart''' custom field to allow multiple series on the y-axis. To use, navigate to the configuration settings of any '''Special - Chart''' custom field. When '''Data Type''' is set to '''Records related to object''' and '''Chart Type''' is set to '''Line''', you will see a plus icon under '''Y-Axis''' that allows you to add multiple lines.
<!--126630 - Allow Multiple Lines on Line Chart Custom Field-->
====Enhancement for Presenting Consumer Creation Buttons on Records====
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