Smartstaff
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===Major Updates===<!--125156 - choose type color instead of status for icons on level 1 list views-->====Deprecation of Classic Options on User and Organization Signup PagesUpdated the Ability to Set Role-Based IP Restrictions for Login====Deprecated You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the Classic new setting for this additional layer of security, navigate to''' Global Settings''' > '''Users''' tab > '''Roles''' > Edit a role > '''Permissions''' tab options for User and Organization signup pages if they are not currently being used.<!--116874 - Classic options on User and organization signup pages-->
====Added [[File:2021-11-ticket-133359.jpg|thumb|none|800px|The new IP Restrictions for Rolerestrictions are placed under the user roles.]]<!--133359 -Based Login====Added Add the ability to set an IP restrictions restriction for rolelogins--based login access. To set up, navigate to '''Global Settings''' >''' Users''' tab > '''Roles''' > Edit a role > '''Permissions''' tab >''' Login Restriction'''. By entering a list of accepted IP addresses, only users with one of those IP addresses may log in to the system with the role.
<!--133359 - Add the ability to set an IP restriction for logins-->
[[File:2022-03-ticket-123794.jpg|thumb|none|800px|caption.]]
<!--123794 - Ability to edit ORCID Unlink Account Message-->===March 24th 2022 (202203.03)=======Added Type Icon Color Options for List ViewsFixes====Added * Fixed an option in the list view settings where the user can choose between issue on the '''TypeContacts''' or '''Status''' for tab of the Level 1 record where the icon color. To view, edit or create contact lookup modal was not closing after selecting a new list view > '''Properties''' tab > '''Color Code Based On'''user.
[[File<!-- 136108 - QA Issue:2022Not able to add Contacts to UTA records using Lookup button -03-ticket-125156.jpg|thumb|none|800px|caption>* Fixed an issue with editing personal filters where navigating to '''User Menu''' > '''Filters''' would display an “Access Denied” message.]]
[[File:2022-03-ticket-125349.jpg|thumb|none|800px|caption.]]
<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->===March 17th 2022 (202203.02)=======Improved UI for Message Queue and Message PreviewsFixes====Updates were made to * Fixed an issue with the '''Message Queue''' display of consumer list view and the subsequent '''View Message''' modal window to allow for email previews even on development instances. To see changes, go to '''Menu Icon''' > '''Message Queue''' > '''Sent''' tab and note the new '''View Message''' icon on the far right of each record. When the '''View Message''' icon is clicked, the message will preview in a modal window. If the message contained HTML tags, there will be an option to open securely in views when a new windowcolumn was added.<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
==On<!-Demand System Upgrades==- 135810 - PAI - Consumer list view is broken on Program Manager-->The following features are available immediately with * Fixed an issue where setting copy restrictions for a particular role on one UTA would be cleared when setting up copy restrictions for the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':same role on another UTA
===Major Updates=======Title====Description.<!--Ticket135705 - Role settings not retaining for copy restrictions-->* Fixed an issue on the first page of a web page view of a Level 1 where the header did not display as expected when the web page view contained a '''Select Many – Checkboxes''' custom field.
===Minor Updates=======Added Scoring Options for Question Set Builder====Updated the custom field <!--135375 - First page in SmartFields WPV on L1 isn'''Special t showing header-- Question Set Builder>* Fixed an issue with SmartCheck validation configuration where clicking ''' Add to allow for question set scoring. To enable scoring, navigate to a custom field of type Source'''Special - Question Set Builder''' and toggle on '''Enable Scoring'''. Go to a Level 1 record with this field and create a new question button in the question set builder. There will now be two additional columns for '''Correct Answer''' and '''ScoreCode Builder'''was displaying a blank tab. The results of the scoring can be retrieved using AJAX in JSON format. <!--130455 - Question Set Scoring-->
==Beta Previews==<!--135276 - Add to Source not working when configuring SmartCheck Validation-->No features are available * Fixed an issue with error messaging for beta preview this upgradethe '''Website''' standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.
==Notes for Admins======Title====Description.<!--Ticket134871 - Org Website standard field validation-->
no edit summary
Private Cloud Backup (Managed Upgrades) release date: '''March 10 2022'''
==OverviewGlobal System Upgrades==Watch this video The new features listed below are enhancements to the SmartSimple system and will be immediately available to get a general overview SmartSimple users upon the application of the new features in this release.upgrade to their server:
===Major Updates===
====Deprecation of Classic Options on User and Organization Signup Pages====
The following settings that were found on the '''Classic Options''' tab have been deprecated: '''Internal Entry''', '''Internal Format''',''' Attach Web Form''', '''Create Folder for User'''. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new signup page, you will no longer have the option to enable these features.
<!--116874 - Classic options on User and organization signup pages-->
===Minor Updates===
====Updates to the Sent Message Queue====
We have added a new button called '''View Message''' to easily preview sent email messages in the '''Message Queue'''. Email messages that contain HTML and formatting (not plain text) will no longer be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to '''Menu Icon''' > '''Message Queue''' >''' Sent''' tab > Click the icon on the far left of each record.
[[File:2022-03-ticket-132679-1.png|thumb|none|800px|New button called <strong>View Message</strong> added to the to <strong>Message Queue</strong> to easily preview sent email messages]]
<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
==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===
There are no major on-demand updates for this upgrade.
===Minor Updates=======Enhancements for Question Set Builder====Added a new custom field called ''To watch this video in full screen, please click 'Special - Scoring Results''' that displays test scores and correct answers on Level 2 activity records using the '''full screenQuestion Set Builder''' button with scoring enabled. To learn more about how to set up scoring, step-by-step details can be found on the bottom right[[Custom Field Type: Special - Question Set Builder#Setting_up_Question_Set_Scoring | Question Set Builder custom field page]].[[File:2022-03-ticket-130455.''png|thumb|none|800px|A new custom field <strong>Special - Scoring Results</strong> can display test scores on Level 2 records]]<!--130455 - Question Set Scoring-->
==Global System Upgrades==Added Ability to Choose Type as Icon Color for Level 1 List Views====The new features listed below are enhancements Added the ability to choose the '''Type''' color for the icon on Level 1 list views. Previously, the Level 1 list view icons always used the SmartSimple system '''Status''' color, whereas level 2s and will be immediately available 3s had the option to choose. To see the new setting called '''Color Code Based On''', navigate to SmartSimple users upon the application configuration screen of the upgrade to their server:a Level 1 list view.
[[File:2022-03-ticket-125156.jpg|thumb|none|800px|A new setting in the list view properties allows users to display color based on <strong>Type</strong> or <strong>Status</strong>. ]]
====Added Ability to Customize the Unlink Message for ORCID====A new '''Unlink Button Alert''' input has been added to the ORCID '''User Standard Field'''. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to '''Global Settings'''<u>Note:</u'''Users''' tab >''' Restricting IP addresses may be used as an additional layer of security but IP address restriction is not considered secure for authentication on its ownStandard Fields''' > '''ORCID'''.
[[File:20212022-1103-ticket-133359123794.jpg|thumb|none|800px|captionSystems using ORCID now have the ability to customize messaging around the <strong>Unlink Account</strong> button.]]<!--123794 - Ability to edit ORCID Unlink Account Message-->
====Added Default Layout for Advanced Data Tables====
Added a new default layout “Page Layout” setting for the custom field '''Special - Advanced Data Table''' to make it simpler to so you can easily set up this field type of fieldwithout looking at or modifying code. To use these new options, create or navigate to a custom field of type '''Special - Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and Availability''' tab). [[File:2022-03-ticket-125057.jpg|thumb|none|800px|A new default layout for <strong>Advanced Data Tables</strong> makes them easier to set up.]]<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
====Added Auto-Population Button for Custom Field Translations====Added a button called '''Populate from Field''' on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to '''UTA Settings''' > '''Level One''' tab > '''Custom Fields''' > Edit a custom field > Click the '''Custom Field Translation Settings''' button on the top action bar > Select a language > Click the '''Populate from Field''' button. [[File:2022-03-ticket-125057-1.jpgpng|thumb|none|800px|captionThe new button is located on the <strong>Custom Field Translation Settings</strong>.]]
<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
====Added Routing Options to the Create New Activity Workflow Task Type====
It’s now easier to assign users to newly created activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking application. To view this setting, go to '''Workflows''' > Edit a workflow > Create or edit a task of type '''Create New Activity''' >''' Create for Users Assigned as'''. This gives you the option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.
[[File:2022-03-ticket-125349.jpg|thumb|none|800px|Workflow tasks that create new activities can now be assigned to the user in the owner or person fields.]]
<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
====Added Pre-Processing for JSON Files in Autoloader====
<!--125883 - Additional Feature for JSON format in autoloader-->
===Minor =Added Support for Dun & Bradstreet Integration====We have extended <code>ssGet()</code> variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.<!--129109 - D&B Watch List Scanning Integration--> ==Beta Previews==No features are available for beta preview this upgrade. ==Notes for Admins======Added New Request Method to Workflow Task Type====If you create a workflow task of the type '''Web Service – RESTful Request''', you now have the option to choose '''Delete''' as the request method.<!--132904 - Make available request method 'Delete' to workflow Task Type : Web Service RESTful Request--> ====Updatesto Database Schema and Maintenance====Behind the scenes updates to connectors and database schema.<!--116272 - Database Schema Change and Maintenance--> ====Improved Password Rendering====Added Custom Unlink Message In some areas of the system (such as the '''Global Settings''' > '''Communications''' > '''SMTP Relay'''), if a password was present and saved, the input will now be greyed out with an '''Edit''' button. Previously there was no visual indication that a password was present and saved. [[File:2021-03-ticket-131982.jpg|thumb|none|800px|Updates were made to password rendering for ORCIDgreater clarity.]]<!--131982 - SMTP password--> ====Media Library Thumbnail Rotation====Updated Image thumbnails as seen in the media library ('''Upload – Multiple Files Storage''' custom field) are now being rotated based on EXIF orientation. Images uploaded after the upgrade will now get automatically rotated thumbnails.<!--134555--> ====User Groups====Added ability to restrict access to user group settings pages. To see the ORCID new permission, navigate to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' > '''Features''' tab > '''User Standard FieldGroup – Manager''' . These settings will continue to include be available to '''Global Administrators''' regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.<!---133837, 134182--> ====Archive Schedule Start Time===='''Archive Schedules''' will now start running at 15 minutes after the hour instead of on the hour.<!--133586--> ====Edit Profiles Via Links====When a user clicks a customizable alert link configured to edit an '''Organization''' or '''User''' profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message .<!---134746--> ====System Call Task Added to User Workflows====The '''System Call''' task is now available for when ORCID users click '''User Workflows'''.<!---134078--> ====Updated Libraries====Updated jQuery UI Libraries to 1.13.1. Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1 Updated Highcharts to version 9.3.2<!---134198, 134902, 132312---> ====Translations====Fixed some issues around saving translation settings.<!---134346, 135271. 134768---> ====Increased Encryption and Validation====Added encryption to the value stored against the session variable and cookie for the logout redirect. Plus, we are now enforcing server-side validation for the new password and confirmation password values.<!---132176---> ====Advanced Search with Modified By====Added ability to search using '''Modified By''' in Level 1 list view '''Advanced Search'''.<!---133571---> ====Autoloader Process and Configuration Error Logs====Logs located in the following locations will now show items for only the past 3 months.Menu icon > '''Gort Automation''' > '''Autoloader Process (in Process/Failed)'''Menu icon > '''Global Settings'''> ''Unlink Account'Configuration Error Log'' button'<!---133958---> ====Autoloader and Report Notifications====Email notifications from autoloader and report export will now use the default from address if configured. To personalize configure the message for systems that have integrated with ORCIDdefault from address, navigate to Menu icon > '''Global Settings''' > '''UsersCommunications''' tab > '''Email Options and Security''' > '''Enable Default From Address'''.<!---134000---> ====Validation of File Names with Single Quotes====Fixed an issue where if a file has single quotes, it will cause errors in validation when the '''Description''' field is enabled on the '''Upload - Multiple Files Storage''' custom field.<!---134186---> ====Test To Production (T2P)====Some unneeded tables are no longer included in the T2P comparison.<!---134553---> ====Archiving Activities====Standard Fieldsfield '''Associated Parent'' ' will now be available in the activities file when archiving.<!---134833---> ====UTA File Search===='''ORCIDUTA Administrators''' will now have access to the UTA file search feature.<!---134843---> ==Service Packs=====June 9th 2022 (202206.01)=======Fixes====* Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar. <!-- 137314 - Annotation Unavailable for some fields -->* Fixed an issue where the '''Deny Add Field''' was not being applied on the '''Association'''Unlink standard field when the '''Use Classic Association Entry View''' was toggled off under '''Global Settings''' > '''Classic Options''' tab. <!-- 137734 - Lookups People and organizations in associations list views -->* Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated. <!-- 137312 - System changes language randomly -->* Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles. <!-- 126675 - Batch Update Button Alert- Add Group as Contacts, role doesn't attach -->* Fixed an issue with the search on media library in portals where searching on fields was not returning results. <!-- 137188 - Media library search in portals not working as expected -->* Updated the default display size of the '''Upload - Image''' fields on web page views to be 500 pixels wide. <!-- 136852 - Additional issue - Display of image upload field in application pdf #135922 -->* Minor additions, bug fixes and security enhancements. <!-- 136978 - Vulnerable Library - jquery-confirm --><!-- 136540 - HP Fortify - Missing invitetoken Encoding -->====Other Changes====* Added a new setting to flag organizations into acting structurally like a holding folder rather than a true organization with hierarchy permissions. Users assigned to this organization would be restricted from seeing any other user or organization profiles except for their own. This feature prevents inadvertent security breaches. To set this flag, go to '''Menu Icon''' > '''Organizations''' > Edit an '''Organization''' > '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.<!-- 135759 - Ability to flag organization as container --> * Added a new setting to the '''Lookup - Autocomplete Options''' custom field that allows any entity profile links to be restricted by role. To set this up, create or edit an existing '''Lookup Autocomplete Options''' custom field and toggle on '''Enable Dynamic Content'''. Once toggled, a new role lookup will be surfaced called '''Restrict Entity Link'''. <!-- 136422 - Missing Restrict Organization Open link in the lookup field -->* Updated the CKEditor for rich text to version 4.19.0. <!-- 137563 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - CKEditor -->===May 19th 2022 (202205.03)=======Fixes====* Fixed an issue where the status dropdown was populated again on load and losing the selected stored value. <!-- 137273 - Deliverable status did not change to 'past due' after the due date has passed --> ===May 16th 2022 (202205.02)=======Fixes====* Fixed an issue where P3 Script was attempting to use the application ID from the script object instead of the application ID passed along from the triggered point. <!-- 137328 - P3 Script not working -->===May 12th 2022 (202205.01)=======Fixes====* Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov). <!-- 136613 - video upload on mobile phone -->* Fixed an issue with variable processing on group emails where a variable in the body of the email displayed the value of the first record as the value for all records. <!-- 137005 - Group Email Didn't Pull Correct Information -->* Fixed an issue with '''Word Merge''' where tables were not displaying if the Word document template contained multiple sections separated by page breaks. '''Word Merge''' will now look at the index of tables in the whole document instead of multiple sections separated by page breaks. <!-- 108722 - Can't get tables in Word merge -->* Updated '''System Performance Summary''' severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the number of occurrences of list syntax, sslogic, sscalculation, and '''ReportProperty''' was also introduced. <!-- 124260 - System Performance Summary -->* Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs. <!-- 133817 - Provider's status trigger on specific consumer UTA also changes status on the other Consumer UTA -->* Fixed an issue with the instruction text on the '''Contact''' standard field on the '''Organization''' profile not using the defined translation settings based on the selected language preferences. <!-- 135252 - Instructions Translation on Org Contacts Standard field not displaying. -->* Fixed an issue with the '''Text Box - Multiple Line''' custom field used in conjunction with '''DocuSign''' where line breaks were not being preserved. <!-- 135939 - Health Award Letters not populating correctly. -->* Fixed an issue where the '''Start Date''' and '''End Date''' standard fields were not updated when using the '''Quick Edit''' feature. <!-- 135763 - QA Issue: Unable to update the start date using Quick Edit -->====Other Changes====* Updated the look of the server maintenance and''' Record Lock''' messages.<!-- 94811 - record lock on level 1 looks poor / 86355 - server maintenance message -->* Added ability to cancel e-signatures requests via workflow.<!-- Added ability to cancel e-signatures requests via workflow. -->* Added tooltips to the left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.<!-- 136231 - UI issue around standard field tabs on left hand side --> ===April 21st 2022 (202204.02)=======Fixes====* Fixed an issue where using the <code>@object.inRole(Rolename)@</code> variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation. <!-- 135157 - Signup Page for UTA Invitations not adding role correctly.-->* Fixed an issue where using <code>ssEscape</code> syntax was not resolving correctly when used in the '''Advanced Data Table''' field. <!-- 135996 - project participants table - organization column -->* Fixed an issue related to the '''People''' list view when the Catalan language was selected. <!-- 136223 - Portal doesn't work in catalan language -->* Fixed an issue related to the country and state options when the Japanese language was selected. <!-- 136137 - Country and State options showing in English when they should be in Japanese -->* Updated the options in the''' State''' / '''Province''' standard field for the country Scotland. <!-- 136003 - List of states for Scotland not correct -->* Fixed an issue where the current date variable (<code>@datetime(currentdate)@</code>) was not resolving in scheduled export files. <!-- 136549 - Current date variable not resolving in scheduled export file -->* Fixed an issue with the [https://api.smartsimplebk.com/devtools/api.html API dev tool] where API samples were not loading. <!-- 136843 - API.smartsimple is blank-->====Other Changes====* Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected. <!-- 136706 - SmartCheck validation not working on online form--> ===April 14th 2022 (202204.01)=======Fixes====* Fixed an issue where line breaks were not being preserved for '''Text Box - Multiple Line''' fields when used as a variable and exported as a PDF from a '''Web Page View'''. <!-- 135635 - URGENt - Review Manager - External Review -->* Minor additions and bug fixes ====Other Changes====* Added a Hebrew language option and updates to several translation files. <!-- 126188 - Hebrew -->* Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources. <!-- 135609 - Home Depot Pentest finding - SSRF vulnerability (docxWriter) -->* Added support for alternate login pages on password reset and password change notification emails. If an external user needs a password change, they will be redirected to the URL they originally registered under rather than the main instance. <!-- 136011 - URLs with Alternate Pages -->* Updated the '''Text Box - Multiple Lines''' field on emails to preserve line breaks for content processed from variables. This change applies for both email composition and for workflow-generated emails. <!-- 136093 - Auto generated emails -->* Updated the YUI Library for file uploads to version 3.18.1. <!-- 135132 - Update Build - YUI Library -->* Updated the CKEditor for rich text to version 4.17.2.<!-- 135133 - Update Build - CKEditor 4 --> * Updated the Select2 plug-in to version 4.0.13. <!-- 135134 (Update Build - Select2 4) -->* Deprecated the '''Portal''' link found under the '''User Menu'''. <!-- 124674 - Deprecate the Portal Link under the user menu -->
<!--125156 135799 - choose type color instead of status for icons on level 1 list viewsUnable to edit user personal filter-->====Added Setting to Workflows to Assign Activity Tasks Based on Owner====Added a new setting on workflow tasks that allows new activities to be assigned to users without having to create a specific UTA role as the target. To view this setting, go to '''Workflows''' > Edit a workflow > Create or edit a task of type '''Create New Activity''' > '''Create for Users Assigned as'''. This gives you the option to assign the tasks to users based on either their UTA roles or if they are the '''Owner'''.