Smartstaff
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====Added New Options for Single Sign-On====
Added new options to Single Sign On (SSO) settings. You now have the ability to update existing users' roles with the roles listed in the SSO assertion. Additionally, if you have toggled on '''Create New User on No Match''', you can optionally use roles listed in SSO assertion for new users. These new settings can be found at '''Global Settings''' > '''Integrations''' > '''Single Sign-On''' > Edit desired Single Sign-On configuration.
<!--124791 - SSO to update roles for existing users for a fully federated SSO-->
→Other Changes
Watch this video to get a general overview of the new features in this release.
{{#ev:youtube|dVaDSxrF_GU}}
Updated what features appear to '''Global Administrators''' under the menu icon located at the top right of the header. '''Global Administrators''' previously saw features like '''Organization Hierarchy''' and '''Email Broadcast''' automatically under the menu icon, regardless of the menu role permissions set for these features. To ensure your '''Global Administrators''' have a seamless experience after the upgrade we suggest you adjust your settings to give '''Global Administrators''' menu access to the features they use prior to the upgrade.
For example, to ensure '''Global Administrators''' can see the '''Organization Hierarchy''' go to '''Menu Icon''' > '''Global Settings''' > '''Security''' > '''System Feature Permission''' > '''Menu''' tab and add the desired roles to '''Organization Hierarchy - Menu Access'''. An easy way to adjust these settings is to go to '''Role Based Entry Mode'''. Then click the desired role and check off what you wish to see and save.
<u>'''Note:'''</u> Some features have two settings: one for the ''visibility'' of the feature under the menu (found under the '''Menu''' tab) and another for ''access'' to the feature (found under the '''Feature''' tab).
<!--128360 - Issues when configuring access to Email Broadcast-->
[[File:2021-11-ticket-128360-1.png|thumb|none|800px|Menu access permission will be enforced for Global Administrators. If a Global Administrator is not granted access to the above menu items, they will no longer see these links after the upgrade.]]
====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.
===Minor Updates===
====Added Custom Fail-safe Limit to for Workflow Generated Emails====Added a custom fail-safe limit on on for workflow generated emails and emails created in batch (Example: group email, email broadcast, etc). If more than 25,000 the number of emails are generated within 24 hoursby any individual workflow during each mail queue cycle exceeds a custom defined limit, the excess emails will be put placed "On Hold". Administrators will need to review and release emails put "On Hold" from the '''Message Queue''' located at '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab. You can also specify who which users to notify when the custom email limit is reached. This only applies under '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''Users to clients who are not using an SMTP relayNotify'''.<!--114639 127005 - Need to rate Workflow email fail safe on hold limit and quota limit sending of emails-->
====Improvements to Upload - Multiple File Storage Custom Field====
Added the ability to filter and only show the Level 1/2s from that Organization/User profile based on a selectable association in order to reduce record load time. You can configure this setting by going to the desired '''UTA Configuration Settings''' > '''Level 1/2''' tabs > Scroll down to the List View Settings and toggle on '''Enable List View on Account/Contact Profile''' to see new dropdown labelled '''Filter List View by''' where you can select a filter.
<!--126462 - Payment View from Activities Menu Load Time-->
==Beta Previews==
Added the ability to randomize the display of question subsets using the '''Special - Question Set''' custom field on a Level 2. To enable the randomization feature, navigate to '''UTA Configuration Settings''' > '''Level 2''' tab > Edit the desired '''Special - Question Set''' custom field and toggle on '''Randomize'''.
Two new attributes have also been added to the custom field for scoring user answers:''' Correct Answer '''and '''Score'''. To get and store final test scores, create a custom field of the type '''Text Box - Number''' and enter the following formula under '''UTA Configuration Settings''' > '''Level 2''' > '''Formula: '''<code>formula@level2.mycustomfield@="@evaluate_score()@";</code>
<u>'''Note:'''</u> Only new Level 2 records will be affected.
<u>'''Note:'''</u> If list views with these settings are selected in portals, you will be restricted to using a single search criterion.
<!--128415 - List view fast searching performance improvements-->
====Added Total Send Limit on Emails====
Added a send limit on workflow generated emails and emails created in batch (Example: group emails, email broadcasts, etc) if an SMTP relay is not in use. If more than 25,000 total emails are successfully sent within 24 hours, additional emails will remain in the queue until the total number of sent emails within the past 24 hours drops below 25,000 emails.
<u>'''Note:'''</u> Emails related to account registration will be unaffected.
<!--114639 - Need to rate limit and quota limit sending of emails-->
====Added Hourly API Call Limit====
Added an API call limit per past hour. API calls in excess of 1000 per instance within the past hour will receive an error and will be blocked from using the API until the total API call count in the last hour drops below the limit. This limit can be changed on the root instance of a dedicated environment.
<!--125991 - Throttle API calls-->
====Updates to GuideStar Search API====
GuideStar is deprecating their older API. If you have an existing integration for GuideStar search, be sure to enter your updated API keys under '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''GuideStar Search'''.
<!--121944 - Guidestar Candid API integration update-->
==Service Packs==
===February 17th 2022 (202202.02)===
====Fixes====
* Fixed an issue with the '''Report Builder Criteria''' where functions such as IN () or NOT IN () wouldn't be accepted if there was a space character before the opening parenthesis. Both variations of the syntax will now be accepted.
<!-- 134907 - BUG: Report Criteria function syntax issue -->
====Other Changes====
* Updated the security of the '''Report Builder''' to only accept a list of allowable functions.
<!-- 133445 - Netcraft pentest scan 202112 -->
===February 11th 2022 (202202.01)===
====Fixes====
* Fixed an issue where records were staying locked even though the user was no longer editing the record.
<!-- 132761 - Record Lock issue -->
* Updated the '''History''' tab on Workflow record pages to display historical items more than 2 years old in a new tab called '''Archive'''.
* Fixed an encoding issue for M4A audio files that was preventing playback.
<!-- 132816 - Audio File Playback Issue -->
====Other Changes====
<!-- 132962 - Workflow History incomplete -->
* Updated the '''Text Box - Multiple Line''' custom field to only convert line break characters into HTML break tags in form fields to preserve line breaks in scenarios such as when variables are processed in a Word Merge.
<!-- 133059 - Field Type: Text Box - Multiple Line -->
* Updated report query API calls to display a maximum of 10,000 records per call.
<!-- 132607 - API 10,000 Record Limit Question -->
* Updated the behavior of new consumer record creation to redirect the user back to the parent record when creating a publication from a consumer UTA.
<!-- 132966 - After creation of new consumer, screen is not redirect back to the consumerL1. -->
* Updated security matrixes to prompt users when a change is made. The reason for the change must be entered before the update will take effect. By default, an email will also be sent to all '''System Administrators''' notifying them of the change. You can adjust who receives the notification email by going to '''Global Settings''' > '''Security''' > '''Security Matrix Updates - Users to Notify'''.
<!-- 129533 - Additional Audit on Security Matrix -->
* Updated fields using '''Custom Lookup Options''' so that the selected result can be returned during a list view search query.
<!-- 133093 - Searching Fields that use Custom lookup Options -->
* Updated list view record visibility conditions for users who are added to a UTA record role with a '''Deny''' permission applied. These users will no longer be able to see the record in their list views.
<!-- 133253 - Users added in a UTA role that has deny access permissions are still able to see the record in the list view -->
===January 25th 2022 (202111.07)===
====Other Changes====
* Made minor additions related to future enhancements.
===January 24th 2022 (202111.06)===
====Other Changes====
* Made minor additions related to future enhancements.
===December 13th 2021 (202111.05)===
====Fixes====
* Fixed an issue where the predefined options in a dropdown field that enabled dynamic content were being limited.
<!--133264 - Drowdown fields not showing pre defined options anymore -->
* Fixed an issue where certain fields on GuideStar Charity Check Field were not populating due to a recent change in the GuideStar API data structure.
<!--133014 - Nov. Software Upgrade Glitch: Charity Check Field No Longer Displays on Screen-->
* Fixed an issue with the '''Question Set Builder''' field where the mandatory validation message was preventing uploads to a multiple file upload field.
<!--For 133206 - Uploads issues via Special - Question Set Builder -->
===December 9th 2021 (202111.04)===
====Fixes====
* Fixed an issue where options from the '''Lookup - Autocomplete Options''' custom field did not have a hard limit on how many were displayed when dynamic content was enabled. The query will now only display the first set of options based on the user’s personal setting for '''Auto Complete Number of Records Displayed'''.
<!--132911 - Unable to create a SAR (Service Activity Record)-->
* Fixed an issue with the display of status history and the stamped IDs in workflows and transactions. When an '''Update Standard Field''' workflow is triggered, the old status and ID will be displayed instead of “No Status” and a zero ID.
<!--132307 - Merck Status history showing a zero id-->
====Other Changes====
* Updated the behaviour of how changes are applied to fields using '''Dynamic Field Visibility Control'''. When an option is changed in a branch, it will copy its sub-branches to a new branch and delete the old branch to ensure consistency and prevent potential problems when relocating parent fields/options.
<!--132047 - Dynamic Field Visibility Control error-->
* Updated the length limit of the number of statuses allowed on termination triggers.
<!--133021 - Unable to Update/Save Workflow Termination Triggers if More than 42-->
===November 26th 2021 (202111.03)===
====Fixes====
* Fixed an issue with the contact lookup on the '''Authenticated Member Configurations''' page which was displaying a blank modal.
<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->
* Fixed issue where the variables provided as parameters for a report property syntax containing special characters that were sanitized with our XSS output filter which caused the reports to not return any results
<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->
* Fixed an issue where a blank screen was displayed when opening an application from the organization or user profile due to an error if the content being passed within the sscalculation syntax is empty
<!-- 132844 - Cannot open applications from the Organization/User profiles -->
===November 25th 2021 (202111.02)===
====Fixes====
* Fixed an issue in the list view of the '''UTA Consumer/Provider''' tab within a record where users who gained access to a Provider/Consumer tab on a record could see all records linked through the Provider/Consumer association. Visibility of these records will now adhere to the '''Provider/Consumer UTA Security Matrix'''.
<!--132274 - Provider/Consumer list views are not restricting results based on security matrix-->
====Other Changes====
* Updated the '''Special - Advanced Data Table''' to enable mapping and added support for the <code>.displayvalue</code> variable syntax in order to return the display value of a table cell from the mapped records.
<!-- 130874 - Advanced Data table cell display name-->
* Added an option clause to the list syntax to preserve line breaks if needed. For example, to preserve the line breaks on a list of Level 2 UTA Providers, type: <code>[#(?(object =utaproviderL2;preservelinebreak=1)$123456$#]</code> , where 123456 is the Custom Field ID. Without this clause, line breaks will be converted to HTML break tags.
<!-- 132124 - HTML tags showing in Word Merge-->