Smartstaff
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edits
Changes
m
====Updates to Workflows====
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'''.
<!--125555 - Workflow connectors default Connect To Complete-->
<!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name-->
no edit summary
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.
<!--125246 - Custom Fields - Permission Quick Edit - Ability to simply apply field settings from one type to another type-->
====Updated Report Builder Behavior====
==Notes for Admins==
====Updates to Workflows====
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'''.
<!--125555 - Workflow connectors default Connect To Complete-->
<!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name-->
====Added Indexing Option for List Views Using Quick Load Setting====
Added a new option to enable indexing for list views utilizing the '''Enable Quick Load''' setting. The '''Enable Quick Load''' setting is intended for list views with a large set of results. This setting returns an unsorted number of records without a total record count in order to improve the list view load time. If indexing is enabled, searches will also be faster since it will search the index instead of real-time data. To configure, edit any existing list view, scroll down to the Feature Options section under the '''Properties''' tab and toggle on '''Enable Quick Load'''. You will then see an additional toggle labelled '''Enable Indexing'''.
