Difference between revisions of "Template:November2022Upgrade"

Revision as of 14:29, 26 October 2022 (view source) Ann Vincent (talk | contribs) m (→‎Minor Updates) ← Older edit		Revision as of 14:30, 26 October 2022 (view source) Ann Vincent (talk | contribs) m (→‎Notes for Admins) Newer edit →
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	==Notes for Admins==		==Notes for Admins==
−	====Added Export Functionality for Failed Logins, Locked and Expired Accounts====	+	====Title====
−	Added ability to export the '''Failed Login''', '''Locked Accounts''', and '''Expired Accounts'''. To see this, go to '''Global Settings''' > '''Security''' > '''Password and Activation Policies'''. In the left-hand navigation, click on the desired tab. There will now be an '''Export''' button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything.	+	Text.
−	<!-- 124468 - Password and Activation Policies Reports -->	+	<!--Comment-->
−
−	[[File:2022-07-ticket-124468-1.png|thumb|none|800px|Failed logins, locked accounts, and expired accounts can now be exported as an Excel file]]
−
−	====Added Export Functionality for Message Queue====
−	Added ability to export '''Message Queue''' list. This will export the following fields: '''To''', '''From''', '''Subject''' and''' Dates'''. The export will not include the body of the message or its attachments. To see the new export, go to '''Menu Icon''' > '''Message Queue''' > click the desired tab and then click the '''Export''' button at the top of the list view.
−	<!-- 124563 - Export files in Message Queue -->
−
−	[[File:2022-07-ticket-124563-1.png|thumb|none|800px|The metadata within the message queue can now be exported]]
−
−	====Added Indicator Icon to Message Queue for Email Attachments====
−	Added a paperclip icon to the list view of emails in the '''Message Queue''' to indicate whether the email contains an attachment.
−	<!-- 127638 - Email Attachment indicator on Message queue -->
−
−	[[File:2022-07-ticket-127638-1.png|thumb|none|800px|The paperclip icon indicates the email contains an attachment]]
−
−	====SmartConnect API changes====
−	Modified the text options under '''Action Types''' for improved clarity.
−	<!-- 128706 - Consumer/provider custom fields update -->
−
−	====Updated Autoloader to Apply Multiple Roles/Categories for New Records====
−	Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. Depending on the '''Create/Update Behavior''' option chosen, you will see the '''Role/Category''' field now accepts multiple role/category options.
−	<!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user -->
−
−	====Added Link to Profile for Standard Fields====
−	Added a link beside the '''Created By''' and '''Updated By''' standard fields that open up the corresponding user profile in a new modal window. This setting is applied to '''UTA Level 1/2/3''' records, '''User''' records, and '''Organization''' records. If you navigate to the standard field you can hide this link using the '''Restrict Profile Link''' setting.
−	<!-- 132989 - Created By Link -->
−
−	[[File:2022-07-ticket-132989-1.png|thumb|none|800px|A new link was added to the <strong>Created By</strong> and <strong>Updated By</strong> standard fields to open the corresponding user profile]]
−
−	====Updated Login Pages====
−	Added the ability to specify a '''Logout Redirect URL''' for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.
−	<!-- 134351 - Add configurable setting for logout redirect url-->
−
−	====Added Patch for Document Generation Tools====
−	Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.
−	<!-- 135113 - pdfWriter Vulnerability Patch -->
−
−	====Added Security Settings to Autoloader Ad Hoc Upload Page====
−	Added additional role security to autoloader where the ad hoc upload page will check if you are a '''Global Administrator''' or if you have any of the roles permitted to use the URL. If no roles are configured, only the '''Global Administrator''' will have access. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. There will be a new '''Role''' setting under the '''Ad Hoc Upload''' section.
−	<!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) -->
−
−	====Updated State/Province Options for Cayman Islands====
−	Updated the list of districts (State/Province standard field) for the Cayman Islands
−	<!-- 137992 - state/province options for cayman islands are not correct -->
−
−	====Added Validation to Virtual Folder and Alias Names for Login Pages====
−	Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.
−	<!-- 135000 - need URI character sanitization of foldername and alias parameter of login page configurations -->
−
−	====Added Role-Based Permission Access the Data Exchange History Log====
−	Added a new role-based permission settings for the exchange history log, for the '''New Data Exchange'''. To see the setting go to '''Global Settings''' >''' Integrations''' tab > (you must be using the '''New Exchange Type''') '''Import Settings''' or '''Export Settings''' > Edit '''Import/Export Setting''' > The new setting is called '''Exchange History Access'''.
−	<!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access-->
−
−	====Added SmartField Options for Chart Custom Fields====
−	Added '''SmartField''' settings options to the custom field type '''Special - Chart''' to easily control if charts will be included in '''SmartFields''' or not .
−	<!-- 137904 - Special Chart custom field is missing the smartfields options -->
−
−	====Security Improvements====
−	Updates to Apache, JavaScript, and Google Maps API. Removed the X-XSS-Protection header from being served by the platform.
−	<!-- 138391 - Netcraft vulnerability finding 20220612 for Apache config -->
−	<!-- 137569 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - Google Maps API-->
−	<!-- 137794 - API Update Contact - Org association bug and Sonarqube vulnerabilities -->
−	<!-- 137389 - NetCraft Pentest 04-2022 -->
−	<!-- 138525 - Home Depot Finding - XSS app_groupemail.jsp -->
−	<!-- 138526 - Home Depot Finding - XSS app_appobjlogic.jsp -->
−	<!-- 138552 - Home Depot Finding - XSS app_process.jsp -->
−
−	====Header Text Template Field for Portals====
−	The header text template in portals was deprecated in a previous upgrade. Any content entered into the '''Header Text Template''' options will no longer be visible after this upgrade.
−	<!-- 136309 - Portal header not displaying -->
−	<!-- ====Image Compression Exclusion====
−	Images uploaded to the system that have a width or height of greater than 15,000 pixels will no longer be processed by GORT to create a smaller compressed thumbnail image. Images that do not get processed because of image dimensions will be noted in the GORT log. -->
−	<!-- 138085 - Image compression exceptions for png files -->
−
−	====Deprecate Running Associated Workflow after Change Status Workflow Task Executed on Related Objects====
−	On new workflow tasks of the type of "'''Change Status'''" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle '''Run Associated Workflow''' on '''Target Objects''' under the target status drop down when the target object has '''Related Objects''' option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off, it will no longer be available.
−	<!-- 134968 - Deprecate running associated workflow after change status workflow task executed on related objects -->
	==Service Packs==		==Service Packs==

---

Revision as of 14:30, 26 October 2022

General Details

Upgrade Dates

Public Cloud Production release date: July 21 2022
Public Cloud Backup release date: June 30 2022

Private Cloud Production (Managed Upgrades) release date: July 28 2022
Private Cloud Backup (Managed Upgrades) release date: July 21 2022

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

Title

Text.

Minor Updates

Title

Text.

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

Title

Text.

Minor Updates

Title

Text.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Title

Text.

Service Packs

October 27th 2022 (202210.03)

Fixes

• Fixed an issue with status indicators when used with standard field containers.

• Fixed an issue where custom fields with top-aligned captions were not displaying as expected in View Mode.

October 20th 2022 (202210.02)

Fixes

• Fixed an issue with the Open button not working on organization contacts and associates when Enable Straight Join was toggled on for classic reports.

• Fixed an issue with PDF generation where problematic embedded PDF files did not display a file corruption message in the combined PDF.

• Fixed an issue with Annotation Mode where the custom field would lose its caption after an annotation activity occurred when the caption was set to be placed above the field.

• Fixed an issue that prevented some emails from being sent.

Other Changes

• Updated the messaging for the Upload - Multiple Files Storage custom field to include translations for Catalan and French Canadian.

October 13th 2022 (202210.01)

Fixes

• Fixed an issue with the rendering and merging operations of PDFs.

• Fixed an issue with the Upload - Single File Storage field where its instruction box disappeared when the File Upload modal window was shown.

• Fixed an issue with dynamic field visibility where instructions configured on fields under a Layout - Title Bar custom field were not being shown or hidden properly.

• Fixed listview sorting to sort on the type’s Caption instead of the type’s Name.

Other Changes

• Added support for Service Provider (SP) initiated authentication for single sign-on (SSO). Previously, only Identity Provider (IdP) initiated SSO was available. A new Multiple Environment Support (MES) Group Identifier was also added which may be used to give you a consistent configuration across multiple environments (production, testing, and backup). The system will use the Multiple Environment Support Group Identifier to detect and render the appropriate SSO link on your login page, based on your environment. To see the new settings, go to Global Settings > Integrations tab > Single Sign-On > Edit a single sign-on configuration.

• Added a new list type of Mixed Record Type to the Special - Linked Record List custom field. This new list type can be used to display multiple list views with different types of records. For example, it can show a listview of consumer activity records and a listview provider activity records in the same Linked Record List.

• Added the ability to limit which currencies can be selected by the user on the currency standard field. The new settings are called Available from Currencies and Available to Currencies.

• Updated the Field History to show both the store value and display value for custom fields. The Field History window can be seen by enabling Track Changes on dropdown lists, checkboxes, and radio button custom fields.

• Set the spellcheck attribute to be false on password input fields.

• Updated the text for the Report Builder Help.

• Added support for Polish language translations.

• Update jQuery UI to version 1.13.2.

September 22nd 2022 (202209.03)

Changes

• Added the ability to enter translations into the message template of workflow tasks using a new button called Message Template Translation Settings.

• Updated the wording on the SmartSimple Cloud cookie policy alert for more specificity.

September 15th 2022 (202209.02)

Fixes

• Fixed an issue with the Is Container setting where container organizations restricted access for associated users.

• Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.

• Fixed an issue in the Gantt charts with the display of the long date format January 03, 2022 (mmmm dd, yyyy).

• Fixed an issue with renaming files in SmartFolders.

September 8th 2022 (202209.01)

Fixes

• Fixed an issue where the number of precision values was not being applied to the custom field type Special - Chart if the chart had a Number Format set to None.

• Fixed an issue with the “Within the last X days” clause of the Advanced Search criteria when the NOT operator was in use.

• Fixed an issue with the Upload - Multiple File Storage field where the file limit could be bypassed by enabling Keep Version, uploading a file with the same name as a previously uploaded file, and utilizing the .uploadlink variable.

• Fixed an issue with the versioning on Upload - Single File Storage field where the file type restriction was not being pulled from the desired version.

• Fixed an issue with emulating a user where if you switched the language setting, it was not applying the new language setting everywhere.

• Fixed an issue with email activities where Level 2 formulas were not executing when an email was created from a Level 1 record directly instead of being triggered by a workflow.

• Fixed an issue with the Lookup - Autocomplete Options custom field where records using ssRetiredOptions were appearing in the list of options.

• Fixed an issue with portal sections of the type List View that are using the Record Count setting. If a user clicks the Show More link, the results will no longer be restricted to the height of the section on the previous page.

• Fixed an Issue with the SmartConnect API when Consumer was a level 2 and the Provider was a level 1.

• Fixed an issue where status related workflow was not triggered when the initial save on the record was triggered by auto save.

• Fixed an issue where users were not able to override the lock on status for transactions.

Other Changes

• Added a new column to the Invitations History called Invite Sent which can be sorted in descending order by date and time. To see the Invitation History, go to the desired UTA record and click Logs > Invitations History.

• Added a new option in the Custom Field Translation Settings so you can use a different file name per language when you rename uploaded files. To see this setting, edit an Upload – Single /Multiple file upload custom field and click Custom Field Translation Settings.

• Added a new Integration Key Management option called PGP Key which can be used for encryption in the report export and decryption in the autoloader.

• Updated the display of the Special - Like Button Rating custom field so the thumbs up and down will display in PDFs.

• Updated SmartCheck validation to work with the new long form date format, such as January 03, 2022 (mmmm dd, yyyy).

• Added an option of “Last 3 Months” to the System Usage Chart located at Global Settings > Systems tab.

• Deprecated the classic setting to hide the top button action bar on the user profile. Previously, this setting was located at Global Settings > Security tab > System Visibility Permissions > People tab > Hide Menu Bar.

• Added security patches for open source components.

• Updated the state/province standard field options for Kenya and the U.K.

• Updated wording on the SmartSimple Cloud cookie policy for added clarity.

August 25th 2022 (202208.02)

Fixes

Fixed an issue where the address book would retrieve multiple addresses for the same organization if the organization State field was left empty.

August 11th 2022 (202208.01)

Fixes

• Fixed an issue with custom report search where the search criteria would not automatically minimize when a query was performed.

• Fixed an issue with the Lookup - Autocomplete Options custom field where the field would lose focus when a search was performed.

• Fixed an issue where running the T2P tool would overwrite the access tokens for Docusign when the integration links option is not selected.

Other Changes

• Added a new option to hide the Publications tab in the left hand navigation on a level 1 record view. To see this setting, go to UTA Configuration Settings > Level 1 tab > Disable Publications Tab.

• Added archived standard field and custom field audit tables to the Report Builder.

• Updated the pie chart for reports so that the x-axis information is also displayed.

• Fixed an issue with attached PDF previews where portfolio PDFs were displaying icons instead of content. Additionally, any file generation errors would be appended to the last page of the PDF.

• Updated the translation files for Danish.

August 4th 2022 (202207.03)

Fixes

• Fixed an issue with the French Canadian translation file that prevented web page views from displaying.

• Fixed an issue with the sorting of rows by Last Modified date in the custom fields list view.

July 28th 2022 (202207.02)

Fixes

• Fixed an issue with time-based one-time password (TOTP) where the field for entering the code was not visible on the session timeout screen.

• Added a server-wide setting to set a maximum API record limit per call, up to a maximum of 25,000 records per call. To set this limit, go to Global Settings > System tab > Gort Agent > Server Details tab > API Record Limit Per Call.

• Fixed an issue with the display of the thousands separator for currency fields in the Advanced Data Table using a language setting of Spanish.

• Added ability to display User Type and Login Access fields in User Lookup List Views. To see these new options, go to Global Settings > Users tab > Lookup List Views > Edit a list view > Columns tab.

Other Changes

• Updated the Catalan, Danish, Spanish, and French (Canada) translation files