Smartstaff
2,107
edits
Changes
m
→Minor Updates
===Minor Updates===
====Added Invitations Import Wizard to UTA Level 3s====
Extended the ability to easily import invitations in bulk using the '''Invitation Import Wizard ''' to Level 3s. To see this link, go to '''UTA Settings ''' > '''Level 3 ''' tab > '''Invitation Import Wizard'''.
<!-- 124048 - L3 invitation import wizard -->
====Updated the Transaction Type Settings Page====
Added the left navigation to the '''Transaction Type ''' settings page. Specifically, the left-hand navigation now contains a tab for '''Template Page ''' and '''VerificationMapping'''. Also, the '''Advanced Logic ''' setting has been renamed '''UTA Link Button Condition ''' and has been moved to the bottom of the '''Main ''' tab. To see these changes, go to '''Global Settings ''' > '''Transactions ''' tab > '''Types ''' and edit a type.
<!-- 125402 - Modernize the Transaction Type pages -->
====Added Ability to Specify a Role as External Only====
Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the '''Internal User Role Only ''' toggle has been replaced with a dropdown called '''Availability Restriction'''. This new setting can be used to specify if a role should be only given to an internal or an external user. To see this setting, go to '''Global Settings ''' > '''Users ''' tab > '''Roles ''' > Edit a '''Role'''.
<!-- 125839 - Enhancement Request: 'External Role Only' option on roles External -->
[[File:2022-11-ticket-125839-1.png|thumb|none|800px|Setting to restrict roles so they can only be given to internal or external users.]]
====Added Ability to Create Configuration Folder on Autoloader Pages====
Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the '''SmartFolders ''' to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new '''Create Folder ''' button, go to '''Autoloaders ''' > Edit an autoloader > '''General ''' tab. The new button appears beside the '''Processing Folder ''' input.
<!-- 133982 - Autoloader improvements (folder picker) -->
====Added Ability to Export System Email Templates====
Added a button to the system email templates page to allow for exports. To see the '''Export Email ''' button, go to '''Global Settings ''' > '''Communications ''' tab > '''System Email Templates'''.
<!-- 126880 - Need a way to easily export all system emails -->
====Added Type and Status Filters to Workflow Email Previews====
Added the '''Type ''' and '''Status ''' filter to the workflow email preview for easier record searching and selection. To see this setting, go to '''Workflows ''' > Edit a Workflow workflow > '''Tasks ''' tab > Edit a task of the '''Acknowledgment ''' type > '''Message Template ''' tab > '''Preview'''.
<!-- 126881 - Improve email preview lookup from workflow -->
====Added Primary Contact Option for UTA Group Emails====
Added the '''Primary Contact ''' option when creating a group email from a UTA Level 1, 2, and 3 list view.
'''Note: ''' On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the '''Group Email ''' button.
<!-- 127215 - Group Email Recipients -->
====Added Invitation Details Button====
Added a new button called '''Details ''' to the invitations page. This new button will appear for every invitation and shows '''Invited Date''', '''Last Updated''', '''Response Date ''' and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired '''UTA ''' > Open a record > Click '''Invitations ''' on the left-hand navigation.
<!-- 128627 - Enhancement to Invitations feature, add date of invite/accept/decline -->
====Added Search to Activity List Views on Record Pages====
Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 '''Activity ''' tab to see the list view with search options. On level 2 records, click on the Level 3 '''Activity ''' tab to see the list view with search options.
<!-- 130906 - Add search to left-hand menu activity list views -->
====Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls====
Added the ability to use custom lookup fields as the primary fields in ''' Dynamic Field Visibility Controls'''. To set up custom lookup options, create a '''Select One -Dropdown List ''' with '''Enable Dynamic Content ''' and '''Use Custom Lookup Options ''' toggled on. To specify a custom lookup options field, go to '''UTA Settings ''' > '''Level 1 ''' tab > '''Dynamic Field Visibility Controls ''' > Create a new visibility control > Once saved, set the Primary P'''rimary Field ''' to be the desired '''Custom Lookup Options ''' field.
<!-- 133369 - Allow Dynamic Field Visibility to work with Custom Lookup Options -->
====Added Configuration Mode in View Mode====
Added ability to enter '''Configuration Mode ''' when a record is in '''View Mode'''. Previously, '''Configuration Mode ''' was only available when records were in '''Edit Mode'''. '''Configuration Mode ''' can be found under the '''Tools ''' menu for '''User''', '''Company''', and '''Level 1 ''' record pages.
<!-- 133786 - Make Configuration mode available in view mode -->
====Added Default Page Layout Option to the Web Page View Custom Field====
Added a new setting for '''Special - Web Page View ''' custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new '''Default ''' option whenever possible. This ensures you always have the latest template. There is a ''' Custom ''' option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the '''General Settings ''' tab, the new setting is called '''Page Layout'''.
<!-- 134367 - Default/Custom page layout option for web page view fields -->
====Added Ability to Lookup Email Templates in Group Emails====
Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to '''UTA ''' > Select desired records > Click '''Group Email ''' > Select users and click '''Next ''' > Click the '''Template ''' field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.
<!-- 138069 - Enhancement - Improve Template Selection in the New Email/Message Centre -->
====Added Tab for for Failed E-Signatures to Queue====
Added a '''Failed ''' tab to the '''E-Signatures Queue ''' to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to '''Global Settings ''' > ''' Integrations ''' > ''' E-signature Queue ''' > '''Failed ''' tab.
<!-- 138900 - E-signature Failed documents list -->