Smartstaff, administrator
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Changes
→Updated TLS to Enforce 1.2 for Added Security
==General Details==
===Upgrade Dates===
Public Cloud Production release date: '''July 21 November 10 2022'''<br />Public Cloud Backup release date: '''June 30 October 27 2022'''
Private Cloud Production (Managed Upgrades) release date: '''July 28 November 24 2022'''<br />Private Cloud Backup (Managed Upgrades) release date: '''July 21 November 10 2022'''
==Overview==
Watch this video to get a general overview of the new features in this release.
{{#ev:youtube|SeqIGYtM9bYbABdVKpzxHg}}
===Major Updates===
====Updated Behavior to User/Organization Security MatrixEnforcing Deny Permissions for Portal Pages on Common Role====Added a new Changed the behavior of the '''Deny Access''' permission setting to enable stricter controls for pages on the '''User/Organization Security MatrixCommon'''portal. For new instances, the default behavior of the system This setting will be now deny access to apply the portal page for any settings roles selected under . Previously, the '''Hierarchy PermissionDeny Access''' section AND any settings selected under permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off '''Category/RoleDisplay As Header Link''' section. Currently, To see the default behavior would choose one section affected setting OR the other in some scenarios. There is no change in behavior for existing clients. However if you wish to adopt the stricter controls, navigate go to '''Global Settings''' > '''SecurityUsers''' tab > '''System SecurityPortals''' > '''Common''' > Edit a '''Portal Page''' section > Toggle off '''Enable Classic Security Matrix BehaviorPermissions'''tab.[[File:2022-11-ticket-142111-1.png|thumb|none|800px|The <strong>Deny Access</strong> permission settings will be enforced on the common role.]][[File:2022-11-ticket-142111-2.png|thumb|none|800px|The setting that controls visibility of portal pages in the header.]]<!-- 136836 142111 - Able to Still access parent organization despite security matrix portal sections using link if role based permissions applied -->
====Updated Tab Bar to be Visible to All Users Based on Role PermissionsDeprecated Password Variables====Visibility We will be deprecating several password variables for security reasons in 2023. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: <code>@password@</code>, <code>@checkportalpassword@</code>, <code>@checkactivatedpassword@</code>, <code>@randompassword@</code> and <code>@passwordresetlink@</code>. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://<code>@url@@activationlink@</code>. Emails that need to be updated are located at '''Tab BarMenu Icon''' will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the > '''Tab BarGlobal Settings''', users with that role will see it. Previously users with role permission to see the > '''Tab BarSecurity''' also had to enable an additional setting under the user menu before they would be able to see it. To enable the tab bar, go to > '''Global SettingsPassword and Activation Policies''' > Click the'''SecurityActivation Emails''' tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to '''Menu Icon''' > '''System Feature PermissionsGlobal Settings''' > '''FeaturesCommunications''' tab > '''Enable Tab BarSystem Email Templates'''> Search for “New User”.[[File:2022-11-ticket-139473-1.png|thumb|none|800px|Deprecated password variables need to be replaced or removed. For example, this email template was updated to use the activation link variable.]]<!--132112 139473 - Add Remove ability to default retrieve password on the Tab bar for request password/new usersuser email templates using variable syntax -->
====Enhanced Multi-Factor Authentication====Moved multi-factor authentication (MFA) settings from the user roles to '''Global Settings''' > '''Security''' tab > '''Password and Activation Policies'''. In this new location, you can enable MFA and assign MFA options to some or all roles from a single central location. Additionally, there is also a new toggle called '''Enable Trusted Device'''. If you enable trusted devices, you can set the time period in which a person who has authenticated into the system can bypass entering the MFA verification code. To learn more on MFA setup, read [[Multi-Factor Authentication|our article on multi-factor authentication]]. '''Note''': in an effort to enhance everyone’s security we will by default enable multifactor authentication for all roles in 2023.<!-- Ticket ID139210 - MFA remember my computer (trusted device) functionality. -->[[File:2022-0711-ticket-132112139210-1.png|thumb|none|800px|The <strong>Tab Bar</strong> will appear the bottom Multi-factor authentication (MFA) settings have moved and are defined globally instead of on the page if role.]][[File:2022-11-ticket-139210-2.png|thumb|none|800px|Optionally, you have role permission can allow users to remember their device for a definable number of days so they don’t need to see itenter a verification code each time they log in.]]
====Accessibility Mode No Longer OptionalEnhancements to the List View====The option Added system filters to opt out of accessibility mode has been deprecatedthe basic search '''Filter''' drop down. Interface elements in all systems Previously, system filters were only visible when '''Advanced Search''' was toggled on. We also added the ability to set system filters as configuration only. Setting a system filter as configuration only will be keyboard accessible hide the system filter from the '''Filter''' drop down on the search for end users, but still allow system administrators to select the system filter while configuring their system. Additionally, if you have permission to ensure compliance with accessibility standardsedit a system filter, you will also see an edit button beside the filter name in the dropdown.<!--128832 133656 - List views and filter improvements (include system filters in basic search) -->[[File:2022-11-ticket-133656-1.png|thumb|none|800px|<strong>System Filters</strong> will now appear in the basic search drop down.]][[File:2022-11- Enable Accessibility mode for everyoneticket-133656-2.png|thumb|none|800px|<strong>System Filters</strong>can be flagged as configuration only and then they will not show up in the basic search drop down.]]
===Minor Updates===
====Retain Page Location on SaveAdded Invitations Import Wizard to UTA Level 3s====Currently when a user saves, Extended the page reloads and the user is brought back ability to easily import invitations in bulk using the top of the page. After the upgrade, if a user saves a record page such as '''Level 1Invitation Import Wizard'''to Level 3s. To see this link, go to '''2UTA Settings''', > '''Level 3''', ''tab > 'Organization''Invitation Import Wizard', '''User''' or '''Template''' page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location.<!--122309 124048 - Save Draft BehaviorL3 invitation import wizard -->
====Updated Media Library UIthe Transaction Type Settings Page====Updated Added the look of left navigation to the '''Media LibraryTransaction Type''' and surfaced settings page. Specifically, the left-hand navigation now contains a tab for '''ShareTemplate Page''' and '''StatisticsVerification Mapping''' features. PreviouslyAlso, the share '''Advanced Logic''' setting has been renamed '''UTA Link Button Condition''' and statistics features could be found if you clicked on has been moved to the bottom of the''' Edit MetadataMain''' buttontab. The edit metadata button has now been renamed To see these changes, go to '''PropertiesGlobal Settings'''> '''Transactions''' tab > '''Types''' and edit a type.<!-- 129948 125402 - Media library URL and Statistics improvements 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 '''Available to'''. This new setting can be used to restrict roles so they can only be given to an internal or an external users. 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:2022-0711-ticket-129948125839-1.png|thumb|none|800px|The buttons of the <strong>Media Library</strong> are consistently styled. The <strong>Share</strong> and <strong>Statistics</strong> buttons are now surfaced on the first levelSetting to restrict roles so they can only be given to internal or external users.]]
====Added Ability to Copy Signup Create Folders from Autoloader/Scheduled Report Settings Pages====Added ability to add a new Smart/Configuration folder directly from the autoloader and scheduled report settings pages if the user has permission. Previously, if the ability desired folder was not yet created, users would have to go to make copies of the '''OrganizationSmartFolders''' to create a folder andthen return to the settings page in order to select the newly created folder. To see the new ''' UserCreate Folder''' signup pages. To make a copy of a signup page click button, in the Autoloader, go to '''Autoloaders''Save As'> Edit an autoloader > '' button'General''' tab. In addition, signup pages will also have a The new field called button appears beside the '''Signup Page NameProcessing Folder''' to help distinguish between signup pagesinput.<!-- 129584 133982 - Add ability to copy a signup page Autoloader improvements (folder picker) -->
====Updated System Generated PDFs for Top-Aligned Captions to Stay with ContentBreadcrumb Appearance====Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep question look of the breadcrumb navigation to be more compact and answer content together in PDFsmobile-friendly.<!-- 124566 126333 - In system generated PDFs, can captions stay with content Breadcrumb (hierarchical record navigation bar) on mobile phone and desktop -->[[File:2022-11-ticket-126333-1.png|thumb|none|800px|The breadcrumb navigation as it will appear after the upgrade.]][[File:2022-11-ticket-126333-2.png|thumb|none|800px|The breadcrumb navigation as it appeared before the upgrade.]]
==On-Demand System Upgrades==Added Type and Status Filters to Workflow Email Previews====The following features are available immediately with Added the application of '''Type''' and '''Status''' filter to the upgradeworkflow email preview for easier record searching and selection. To see this setting, but must first be enabled or configured by go to '''Workflows''' > Edit a workflow > '''Tasks''' tab > Edit a task of the '''Acknowledgment''' type > '''Message Template''' tab > '''Global AdministratorPreview'''.<!-- 126881 - Improve email preview lookup from workflow -->[[File:2022-11-ticket-126881-1.png|thumb|none|800px|Type and Status filter on workflow email preview.]]
'''<u>Note:</u>''' SMS notifications are billable On Level 2s and must be enabled to receive verification codes3’s, this option will select the primary contact associated with the Level 1 Branch standard field. Contact us To see the new option, go to enable this service on your systema UTA Level 1, 2 or 3 and click the '''Group Email''' button.<!-- 134506 127215 - SMS and email for MFA Group Email Recipients -->[[File:2022-11-ticket-127215-1.png|thumb|none|800px|Primary Contact option now surfaced on UTA Group Emails.]]
====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 -->
[[File:2022-11-ticket-000-1.png|thumb|none|800px|When creating a group email, type to filter available email templates making it easier to find that desired email template.]]
====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 -->[[File:2022-0711-ticket-134506128627-1.png|thumb|none|800px|Users set up with the new multi-factor authentication option will be presented with an option New Invitation Details button makes it easier to receive the verification code via email or text message. This option is presented after the user has entered their username and passwordsee more information.]]
====Enhanced Single Sign-On and Added Role MappingSearch to Activity List Views on Record Pages====Updated the single sign-on (SSO) module with greater role mapping functionality to better support identity federationAdded search for activity list views within a record. A new option for role mapping is availableFor example, and if enabled, users will be provisioned with only on the roles and access as configured within this mapping sectionLevel 1 record, and as described by click on the SSO assertion received from Level 2 '''Activity''' tab to see the Identity Provider systemlist view with search options. You may define the list of roles to be monitored or managedOn level 2 records, and then from this list, a user upon login will have their user roles updated according to click on the contents of the SSO assertion. Any mapped roles that are presented in the assertion will be added to the userLevel 3 '''Activity''s profile, while any roles not explicitly presented in the assertion will be removed from the user's profile. Additionally, updates were made tab to see the layout of the configuration page including labels, tooltips, and title bars for added claritylist view with search options.<!-- 124791 130906 - SSO Add search to update roles for existing users for a fully federated SSO left-hand menu activity list views -->[[File:2022-11-ticket-130906-1.png|thumb|none|800px|Added search to activity list views on the record.]]
====Added New Hierarchy Permissions to the User and Organization Security MatrixConfiguration Mode in View Mode====Added ability to enter '''Configuration Mode''' when a new hierarchy permission of record is in '''Users Under Associated OrganizationsView Mode''' to the . Previously, '''Configuration Mode''' was only available when records were in '''User Security MatrixEdit Mode''' and. ''' Associated OrganizationsConfiguration Mode''' to can be found under the '''Organization Security MatrixTools'''. This adds a new scope of access menu for associated users and organizations within both the '''User''' , '''Company''', and '''Organization Security MatrixLevel 1'''record pages.<!-- 126369 - Request for user-organization133786 -association roles on security matrix 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 -->[[File:2022-0711-ticket-126369134367-1.png|thumb|none|800px|A new hierarchy permission was added New web page view option to always have the latest and greatest template or choose custom to see and modify the <strong> Organization Security Matrix</strong>template.]]
====Added Ability Updated Notes Tab to Provide Feedback be Hidden on InvitationsRecord Pages====Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to ''Updated 'Configuration Settings''' > '''Level 1/2/3Notes''' tab >''' Invitation Templates''' > Edit a template >''' Invitation Templates''' tab > Toggle to be hidden on''' Enable Input records pages for Decline Reason''' and/or''' Enable Input for Accept Reason'''. To see a list of response reasons from invitees, go users who do not have permission to the''' Invitation''' tab. If the invitee provided a reason for accepting/declining click the''' View Reason''' buttonview any note types.<!-- 128237 141343 - Enhancement - Form in the Invitation Notes to be hidden for INNOWWIDE -->
===Major Updates=======Added Setting Ability to Trigger a Workflow for Incomplete E-signature RequestsAutosave Fields====In the event that Added an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered option to continue autosave fields on the processrecord page. For exampleIf you enable this option, data entered into an input will be saved when you might want click out of the input. A small green notification (toast message) will display on top of the screen to update indicate the level 1 record status if the e-signature request was not completedchange has been saved. To enable turn on this setting, go to the desired '''Special - Web Page ViewGlobal Settings''' custom field with > '''Enable E-signatureSystem''' toggled tab > Toggle on to see the new setting called''' Failed to Complete WorkflowAutomatically Save Field Values when Editing Records'''.<!-- 127705 - Adobe Integration Enhancement Request-->
====Added New Button Color Settings to the Gantt Chart TypeClasses====Added a new settings setting for save, submit and delete buttons which gives you the ability to adjust the '''Gantt''' chart type to specify visual priority of buttons. Buttons can now be color codes by subject-coded using predefined styles. For example, status, type, and moreyou could make all continuation actions green while negative actions red. A neutral color could be used for secondary buttons. To see this settingconfigure default, save and delete buttons go to the desired custom field of type '''Special - ChartGlobal Settings''' > '''Branding''' tab > Set '''Data TypeColors and Styles''' . To configure custom save and submit buttons go to the desired '''Records related to objectUTA''' > Set , '''Chart TypeOrganization''' to ,'''GanttUser'''. The two new settings are , or '''Color Code By Transaction'''tab andclick the ''' ColorsSubmit and Save Buttons'''link.<!-- 135525 - Gantt Chart Colors -->
<u>'''Note:'''</u> Button colors will not apply to configuration pages. After applying button colors, it is recommended that you log out and clear your browser cache to see changes.<!-- 127822 - Capability to change button colors -->[[File:2022-0711-ticket-135525127822-1.png|thumb|none|800px|You can now pick custom colors for charts Adjust the visual priority of the Gantt type based on the values in fields like <strong>Subject</strong>, <strong>Status</strong> and <strong>Type</strong>buttons with color classes.]][[File:2022-11-ticket-127822-2.png|thumb|none|800px|color class options.]]
====Added Ability to Create Copy ProfilesMake Media Files Publicly Shareable by Default====Added setting to enable media library files to be publicly available for streaming by default. To see use this new feature that allows you to set up predefined profiles for copying records, go to the settings for the desired '''UTA Configuration SettingsUpload - Multiple Files Storage''' > custom field that has '''Level 1/2/3Media Library''' tab > enabled and toggle on '''Copy ProfilesEnable Media Sharing by Default'''. AdditionallyPreviously, you can also set up the ability video and audio files were not shareable by default and users needed to copy a '''Level 1/2/3''' object through a workflow manually enable sharing on a status change each file one by using a new '''Task Type''' of '''Trigger Copy Profile'''one after upload.<!-- 120929 133789 - Improved Copy of Level 1s/2s (Phase II) Add a field level setting to the Media library, to default all videos to be publicly available -->[[File:2022-11-ticket-133789-1.png|thumb|none|800px|New option to make media shareable (publicly available for streaming) by default.]]
===Minor Updates===
====Added Ability Option to Generate PDFs from Workflow Tasks Using Add a Specific RoleSubject Line to Notes====Added setting to allow subject lines for the ability for workflow tasks to generate PDFs as a specific rolenotes. For exampleAdditionally, you could generate a PDF using the external applicant role and the fields included in the PDF would notes can also be only the fields users with that role have permission to seecollapsed. To see If this new settingis enabled, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of type '''Generate PDF File''' or '''Generate PDF File Asynchronously''' > The new setting is called '''Generate PDF File for'''.<!-- 128740 - Ability to select which role to generate the pdf as --> [[File:2022-07-ticket-128740-1.png|thumb|none|800px|PDFs individual notes can now be generated via a workflow task as a specific role.]] ====Added Ability to Add Attachments from Configuration Folders in Email Templates===='''Global Administrators''' editing email templates can now add default attachment files from a configuration foldercollapsed and expanded. To see enable this new feature, go to '''Menu IconGlobal Settings''' > '''Email''' > '''TemplatesSystem''' tab > Edit a template > Toggle on '''Default Attachments''' '''(Configuration Folder)Enable Subject Line for Notes'''.<!-- 124007 138067 - Enhancements - Select Default Attachment Subject Line for Email Template from Config Folder Notes & Ability to Collapse --> [[File:2022-0711-ticket-124007138067-1.png|thumb|none|800px|A new field allows Global Administrators to add default attachments from <strong>Configuration Folders</strong> to Email Templates.]] ====Added New Date Option====Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at '''User Menu''' > '''Personal Settings''' > '''Regional''' tab.<!-- 128666 - Enhancement Request - Enable Global Date Format --> ====Added Standard Field for Pronouns====Added add a new user standard field called '''Pronouns''' where users can specify their personal pronouns. To enable this field, go subject to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''Pronouns'''.<!-- 128683 - Pronouns Field --> [[File:2022-07-ticket-128683-1.png|thumb|none|800px|Users can specify their personal pronouns on their profile by using the new standard field]] ====Added the Ability to Use an Email Template as the Message Template in Workflow Tasks====Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the twonotes. If the email template was updated, the message template in the workflow task did not update.We have added an option to use the email template as the message template. This way you can use the same email template opt in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenancealso collapse individual notes.To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of the '''Type''' of '''Acknowledgement''' > '''Message Template''' tab > Set the '''Message Type''' to '''Email''' and choose '''Email Template''' for '''Email Type'''.<!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected--> [[File:2022-07-ticket-126882-1.png|thumb|none|800px|New option to use an email template as the message template in workflow tasks]] ====Added Ability to Autosave New Records====Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save New Records on Creation'''. This setting applies to new records of the following types: '''UTA Level 1/2/3''', '''Users''', '''Organizations''', and '''Transactions'''.<!-- 132929 - Add an option to auto save new records-->
====Added Ability to Update Custom Fields across Versions without Updating the Display OrderLink a Shortcut to a Page====When copying custom field changes to other versions, we added Added a new option '''Action Type''' called '''Page''' to portal shortcuts to make it easier to skip updating display order in case you wanted link to update a field but you do not want to update the display order of that field in all versionspage. To see this setting, go to '''UTA Configuration Global Settings''' > '''Level 1/2/3Users''' tab > '''Custom FieldsPortals''' > Select desired fields Edit a portal > Click '''Copy Shortcuts''' in the top action bar > Edit a shortcut with the '''Style''' set to Other Versions'''. Select Icon''', '''Image''' or '''UpdateText''' for> Set ''' If field already existsAction Type''' to see the new toggle called '''Update Display OrderPage'''.<!-- 133298 126821 - Versioning and Field Order Make it easy to link a shortcut to a page. -->
====Added Ability to Download All Attachments in a Record from the Record====Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the '''Enable File Download''' feature on list views. To set this feature, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permission''' > '''Features''' tab > '''Enable File Download from Record'''. Once this feature is set, you can go to the desired '''UTA''', '''Organization''', or '''User''' record and click the '''Actions''' menu and select '''Download Files'''.<!-- 133397 - One-click Download--> [[File:2022-07-ticket-133397-1.png|thumb|none|800px|Users can download all attached files from a record with a single click]] ====Added Integration Metadata Mapping for UK Companies House API for Organization Signup PagesStripe Payments====Added support for users who need to lookup organizations using When configuring payment forms of the United Kingdom’s registrar Companies House. To see this option, go to '''Global Settings''' > '''Organization''' tab > '''Signup Pages''' > Create or edit a signup page > '''General''' tab > 'type ''Verification Service'''. There is now a new option called '''United Kingdom Companies House Credit Card (CHStripe)'''. You must set up an integration key in order to use this feature by going to '''Global Settings''' >under the ''' IntegrationsConnectivity''' tab > '''Integration Key Management''' > Create of a key for Companies House.<!-- 134018 - Companies House Integration (API)--> ====Added Default Settings for Custom Field Translation Service====Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature UTA, you can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on define '''Enable Translation ServiceMetadata Mapping'''. '''Enable Field Translation Service''' must also , mapped data will be toggled on, which is located under '''Global Settings''' > '''System''' tab.<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field--> ====Added Ability to Add Discussion Board Threads to SmartCards====Added included in the ability to add a discussion board thread to '''SmartCards'''. To see this feature, go to '''Menu Icon''' > '''Discussion Board''' > Click on a '''Topic'''. You will now see a list view of existing threads within that topic. Beside each thread, there is now a button with a star icon called '''Add charge submitted to SmartCard'''Stripe.<!-- 122907 - Add Discussion Board thread to SmartCard --> [[File:2022-07126287 -ticketStripe Payment -122907-1.png|thumb|none|800px|Discussion board threads can be added to <strong>SmartCards</strong>]]
==Beta Previews==
==Notes for Admins==
====Added Export Functionality Version Option for Failed Logins, Locked and Expired AccountsCustom Fields Permissions Quick Edit====Added ability to export target custom fields by version when using the '''Failed Login''', '''Locked Accounts''', and '''Expired AccountsPermissions Quick Edit'''feature. To see thissetting, go to '''Global UTA Settings''' > '''SecurityLevel 1/2/3''' tab > '''Password and Activation PoliciesCustom Fields'''. In the left-hand navigation, click on > Click the desired tab. There will now be an '''ExportPermissions Quick Edit''' button at the top of in 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 anythingview button bar. <!-- 124468 129133 - Custom Fields - Password and Activation Policies Reports Quick Edit Permissions -->
====Added Export Functionality for Message QueueAbility to Get Translation Details in the API====Added ability to export '''Message Queue''' list. This will export get translations using the following fields[https: '''To''', '''From''', '''Subject''' and''' Dates'''//dev. The export will not include the body of the message or its attachmentssmartsimpleqa.com/devtools/api.html?apiversion=2 SmartSimple API]. 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 viewResults are returned in an array.<!-- 124563 126424 - Export files in Message Queue Adding of translation details to meta data -->
====Added Indicator Icon Option to Message Queue for Email AttachmentsBypass Secure Session Validation Based on IP Addresses====Added a paperclip icon setting called IP addresses to the list view of emails in the bypass secure session validation. This setting is only visible if '''Message QueueDisable Secure Session Management''' is toggled off. This new setting allows you to indicate whether the email contains an attachmentkeep secure session management active for all users while allowing some users to bypass this security. This setting is located at '''Global Settings''' > '''Security''' tab.<!-- 127638 136789 - Email Attachment indicator on Message queue Whitelisting IP option to use with Secure Session Management -->
====SmartConnect API changesAdded Dynamic Visibility Controls to the Custom Field Search Reference====Modified Added the text options under ability to see '''Dynamic Visibility Controls''' in the custom field '''Action TypesSearch Reference''' for improved clarity. This makes it easier to identify the field that controls the visibility of a custom field.<!-- 128706 - Consumer/provider custom fields update -130177 ->Show related Dynamic Field Visibility Controls in Search Reference
====Updated Autoloader Added Error Message to Apply Multiple Roles/Categories for New RecordsMedia Library====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 error message in the '''Create/Update BehaviorMedia Library''' option chosen, you that will see the '''Role/Category''' field now accepts multiple role/category optionsdisplay if a video or audio file fails to be processed.<!-- 132802 132058 - Autoloader - Abilitiy to add more than one role to created/updated user Media library failure message and checking -->
====Added Ability to Link to Profile for Standard Fieldsand Unlink Transactions with API====Added a the ability to link beside and unlink transactions from the '''Created By''' Level 1 and '''Updated By''' standard fields that open up Level 2 using the corresponding user profile in a new modal window[https://dev. This setting is applied to '''UTA Level 1smartsimpleqa.com/devtools/api.html?apiversion=2/3''' records, '''User''' records, and '''Organization''' recordsSmartConnect API version 2]. If This gives you navigate the ability to remove the standard field you can hide this link using relationship without deleting the transaction. Adding transactions to the '''Restrict Profile Link''' settingLevel 2 is also now supported.<!-- 132989 134010 - Created By Link SmartConnect API link and unlink transactions from Objects -->
====Updated Login PagesAppearance of the Data Exchange Summary====Added Updated the look of the ability to specify a classic '''Logout Redirect URLData Exchange Summary''' for alternate login pagesthat shows incoming and outgoing packages on UTA records. Additionally, the ability The new message can be collapsed to include an "origin" URL parameter has been removedtake up less space.<!-- 134351 132293 - Add configurable setting for logout redirect urlHide field -->
====Added Patch for Document Generation ToolsThe Country Formerly Known as Turkey Will Now Appear as Türkiye====Added additional validation Updated the '''Country''' standard field list to document generation tools, such use the label Türkiye for the country formerly known as PDFWriter and DOCXWriterTurkey. Türkiye is the officially requested label for the country.<!-- 135113 141553 - pdfWriter Vulnerability Patch Turkey > Türkiye : Official country change name -->
====Added Security Settings to Autoloader Ad Hoc Upload PageSupport for Copy Profiles in Batch Update Buttons====Added additional role security to autoloader where the ad hoc upload page will check if you are a support for '''Global AdministratorCopy Profiles''' or if you have any of the roles permitted to use the URL. If no roles are configured, only the in custom '''Global AdministratorBatch Update Buttons''' will have access. To see this settingthe new option, go to '''Menu Icon''' edit the desired list view > '''AutoloadersBatch Update Buttons''' tab > Edit an autoloader > '''Process''' tab. There will be a new '''Role''' setting under button of the type '''Ad Hoc UploadCopy''' section.<!-- 136382 141204 - Additional Caixa Security Audit Report Batch update button (Autoloader PermissionsCopy feature) does not store source ID -->
====Updated State/Province Options for Cayman IslandsReport Builder Support====Updated the list of districts (State'''Report Builder''' to support <code>SS_FUNC.ADDBUSDAYS</code>, <code>SS_FUNC.COUNTBUSDAYS</Province standard field) for the Cayman Islandscode>, <code>SS_FUNC.COUNTWEEKDAYS</code> functions to assist with complex date calculations.<!-- 137992 141877 - state/province options for cayman islands are not correct MySQL Function Support -->
====Added Validation Updated TLS to Virtual Folder and Alias Names Enforce 1.2 for Login PagesAdded Security====Added validation Updated "Transport Layer Security (TLS)" references to virtual folder names enforce version 1.2 for improved security. TLS 1.0 and alias names within login pages to prevent illegal characters and duplicate names1.1 are no longer supported.<!-- 135000 140404 - need URI character sanitization of foldername and alias parameter of login page configurations HP Fortify - Insecure Transport: Weak SSL Protocol -->
====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 Invalid Characters in '''SmartFields''' or not .<!E-- 137904 - Special Chart custom field is missing the smartfields options --> ==signature File Names Replaced with Underscores==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 Invalid characters 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 -e-><!-- ====Image Compression Exclusion====Images uploaded to the system that have a width or height of greater than 15,000 pixels signature file names will no longer be processed by GORT replaced with underscores to create a smaller compressed thumbnail image. Images that do not get processed because of image dimensions will be noted in ensure the GORT logsigning process completes successfully. --><!-- 138085 142043 - 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 Signed Contract Not Received from Adobe -->
==Service Packs==
===October 27th 2022 February 23th 2023 (202210202302.03)===
====Fixes====
* Fixed an memory issue with status indicators when used with standard field containersfor the service process manager (Gort Automation).<!-- 146147 - Gort locked on image compressing task -->
====Fixes====
* Fixed an issue with the Open button not working on organization contacts and associates when '''Enable Straight JoinAdvanced Data Tables''' was toggled on for classic reports. <!-- 141663 - Open Button Not working On Organization Contacts & Associates-->* Fixed an issue with PDF generation where problematic embedded PDF files did cells were not display a file corruption message in the combined PDF. <!-- 141235 - Generated PDFs missing biosketches and no error generated -->* 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 fieldpopulating on initial load under some circumstances.
<!-- 141702 141737 - Annotations Hiding Fields ADT not show information in calculated columns-->* Fixed an issue that prevented some emails from being sentwhere changing a user to a''' Global Administrator''' was not retained.<!-- 145408 - Global Admin toggle not sticking on internal contact -->* Fixed an issue with the '''Text Box – Date and Time''' custom field where the time was not rounding correctly when the time was converted to another time zone.<!-- 145622 - DateTime field incrementing by 30minutes on save -->
====Other Changes====
* Updated the messaging for the '''Upload - Multiple Files Storage''' custom field to include missing Spanish translations for Catalan group emails and French Canadianthe password activation page.<!-- 141827 - Upload field Message -->
<!-- 145670 - The generate password page is not translated -->
<!-- 145286 - Group Email window header translation -->
===February 9th 2023 (202302.01)===
====Fixes====
* Fixed an issue with the delete permissions on the duplicate check user/organization page so users with permission are able to delete an organization/user while merging.
<!-- 141755 145047 - Change pdf generation to use temp files for all operations Issue with negative numbers in the system -->* Fixed an issue with the '''Upload - Single File Storage''' field where its instruction box disappeared when the '''File Upload''' modal window was showncomparing dates for autoloader file processing.
<!-- 140766 144908 - SingleAutoloader appears stuck. Status is 'running 2023-File Upload Field Titles and Instructions disappearing (2273) 01-12 12:25:04' -->* Fixed an issue with dynamic field visibility where instructions configured on fields under a how the'''Layout - Title BarForgot Password''' custom field were not being shown or hidden properlyscreen was rendering on mobile devices.
<!-- 140986 144106 - Title Bar/Field Instructions Bug Forget Password Link - Android and Apple Mobile Browsers -->* Fixed listview sorting to sort on an issue with the type’s '''CaptionMessage Center'''where a file could not be removed from a selected template if it contained a single quote ( ' instead of )in the type’s '''Name'''filename.
<!-- 140456 138660 - Listview is sorting by Type Name instead of Type Caption Cant remove file with Message Centre if it has single quote in the name -->
====Other Changes====
* Added support for Service Provider Updated the user’s personal settings to no longer display the time-based one-time password (SPTOTP) initiated key and QR code that was associated with multi-factor authentication for single sign-on (SSOMFA). Previously, only Identity Provider (IdP) initiated SSO This was availablehidden to enhance security. A new The '''Multiple Environment Support (MES) Group IdentifierTOTP Secret Key''' 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 IdentifierTOTP QR Code''' to detect and render the appropriate SSO link on your login page, based on your environmentare now only visible when you first set up TOTP. To see the You can generate a new settings, go secret key and QR code by going to the desired user profile record and clicking '''Global SettingsActions''' > '''IntegrationsEdit roles and access''' tab > '''Single Sign-OnReset TOTP''' > Edit a single sign-on configuration.<!-- 134892 - Service Provider initiated Single Sign On (SP-initiated SSO) -->
* Added a new list type of '''Mixed Record Type''' to Updated the '''Special - Linked Record ListWeb Page View''' custom fieldto have a toggle for SmartFields. This new list type can be By enabling the SmartFields template, the HTML and CSS used to display multiple list views with different types create a PDF of recordsthe fields on this record will be automatically generated. For example, it can show a listview of consumer activity records and a listview provider activity records This is recommended over adding the SmartField template manually as you will not be required to update existing templates in the same '''Linked Record List'''future.
<!-- 121428 145592 - Web page view, don’t hide template by default --><!- Mixed Recordsets for Linked Record Lists - 121945 - Update two-factor process -->* Added the ability Updated email behavior on backup servers to limit which currencies can be selected by allow the user sending of multi-factor authentication (MFA) verification codes as well as password resets. Other emails on the currency standard field. The new settings are called '''Available from Currencies''' and '''Available to Currencies'''backup servers will not be sent.
<!-- 140832 140928 - Batch update buttons accessible securing all email sending functions in Emulation view only mode the system on backup environments (MFA) -->* Updated the '''Field History''' to show both the store value and display value for custom fields. The '''Field History''' window can be seen Enhanced system security by enabling '''Track Changes''' on dropdown lists, checkboxes, adding additional checks and radio button custom fieldsblocking uploads of files with certain extensions.
<!-- 130510 144430 - Enhancement: Show Display Value in Field History SmartFolders - File upload security and general issues -->* Set the spellcheck attribute to be false on password input fieldsUpdated missing translation country names for Danish, Spanish, and Catalan.
<!-- 141302 143763 - Add spellcheck=Country options not displaying as user'false' to password fields s language -->* Updated cookie policy to reflect the text for the '''Report Builder Help'''new cookie used to support trusted devices when multi-factor authentication (MFA) is enabled.
<!-- 134051 143518 - Update examples and descriptions in report builder to support allow list of functions cookie policy page to reflect fact we no longer just have session-based cookie -->* Added support for Polish language translationsDeprecated the '''RSA Disconnected Token''' option from the multi-factor authentication (MFA) dropdown on user roles.
<!-- 141272 139685 - Polish not an Deprecate the RSA disconnected token option in translation languages for MFA -->* Update jQuery UI to version 1.13.2.
====Fixes====
* Fixed an issue with the '''Is Container''' setting where container organizations restricted access query for associated usersfinding custom field ID from the custom field name to improve the speed of validation using SmartCheck.
<!-- 140671 145040 - Contact VS Association SmartCheck Validation Slowness -->* Fixed an issue where reports were error in the '''Archive Scheduler'''.<!-- 141637 - Archive not generating PDFs when using a portal link for encrypted content.placing files on our SFTP -->
===September 8th 2022 January 12th 2023 (202209202301.01)===
====Fixes====
* Fixed an issue where the number of precision values was reports that were not being applied set to be publicly accessible were able to the custom field type '''Special - Chart''' open web page views externally. After this release if the chart had you want a web page view to be publicly available via a '''Number Format''' report you must set the report to '''Nonebe internet enabled and then go to the web page view custom field and allow public access.'''
<!-- 135527 144055 - Values Searching on Field Special-Chart Bing returns results that should not be publicly accessible -->* Fixed an issue with displaying the “'''Within the last X days”Lookup - Autocomplete Options''' clause field in a list view where only the first of the '''Advanced Search''' criteria when the NOT operator was in usemultiple selected options were visible.
<!-- 138882 117079 - Listview filter 'Within the last x days' is Lookup - Autocomplete field not working showing all data in list view -->* 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 duplicate SmartCheck validation messages displaying under a previously uploaded file, and utilizing the <code>.uploadlink</code> variableupload field.
<!-- 139097 140019 - More than 2 files can be uploaded to References Double Validation Message Appearing in Application -->* Fixed an issue with the versioning on group email wizard where the'''Upload - Single File StorageFrom''' field where address and attachments were not preserved if the user clicked the file type restriction was not being pulled from '''Preview''' button and then clicked the desired version'''Back''' button.
<!-- 139967 141725 - Single file upload field error Group email from address reverted if you click preview, then back -->* Fixed an issue with emulating a user the download files feature where the generated file was empty if you switched the language setting, it field was not applying the new language setting everywherestored to another field.
<!-- 139212 143499 - Language Settings Issue When Emulating Users in French Download files feature generating empty zip files -->* 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 the aspect ratio of being triggered by a workflowthumbnails in the '''Media Library''' at lower resolutions.
<!-- 139667 142550 - Simons Media Library Images Aspect Ratio Issue in MS Edge on Mac OS - Type formulas not executing for email activities -><!-- 142703 - QA Issue: Issues with media files being unplayabale -->* Fixed an issue with charts where the '''Lookup x- Autocomplete Options''' custom field where records using <code>ssRetiredOptions</code> were appearing in axis was displaying the list store value instead of optionsthe display value.
<!-- 140182 142666 - RID Field 1867084 -->* Fixed an issue with portal sections of the typeBug on Charts? Showing dropdown 'code/number'instead of ' List Viewoption text''' 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.-->
====Other Changes====
* Added Updated multi-factor authentication to be more secure and easier to set up. Roles using the time-based one-time password (TOTP) will now automatically be brought to a new column instruction screen after being activated. Resetting a user's TOTP MFA must now be done by going to the desired users profile and selecting'''Invitations HistoryActions''' called > '''Invite Sent''' which can be sorted in descending order by date Edit roles and time. To see theaccess''' Invitation History> ''', go to the desired UTA record and click Reset TOTP'''Logs. There is also a new permission on roles called ''' > Roles this role can reset TOTP for'''Invitations History''. This new permission is used to specify which roles can reset a user's TOTP.<!-- 138153 - Should invitation history be ordered in descending order based on date like other histories? -->
<!-- 143115 - MFA Email/Text Code allowed attempts and Lockout Duration -->* Added a Updated autoloader behavior where when new option in users and organizations are created via the '''Custom Field Translation Settings''' so you can use a different file name per language when you rename uploaded filesautoloader, no country will be set if no default country is specified. To see this setting, edit an Upload – Single /Multiple file upload custom field and click '''Custom Field Translation Settings'''Previously new users or organizations would be given the country value of Canada if no default value was set.
<!-- 114975 143525 - no option for translation of file name Users created with wrong country -->* Added a newoption to set which fields should be refreshed upon changes to a record in a linked record list. To see this new setting, edit a ''' Integration Key ManagementSpecial - Linked Record List''' option custom field and the setting is called '''PGP KeyRefresh On Update'''.<!-- 130352 - L1 form doesn' which can be used for encryption t refresh when changes are made to a L2 in the report export and decryption in the autoloader.a modal window -->
<!-- 128992 Implemented various measures. --><!-- 142337 - Netcraft pen test 202208 section 7 --><!-- 143863 - NOV2022 - Burpsuite Security Scan results - PGP encryption keys added in the Integration Key Management -><!-- 144428 - Security Vulnerability - Cross Site Scripting --><!-- 144124 - The Home Depot Foundation - Synack Vulnerability - IDOR to edit+delete any status --><!-- 143534 - Add option to 'Link Device' on TOTP MFA code screen -->* Updated labels for '''System Visibility Permissions''' found on the '''People''' tab which are related to hiding items in the '''User Menu'''. Specifically, the display of labels for items found under the '''Special - Like Button RatingManage''' custom field so heading in the thumbs up user menu have changed (Profile, Password, Personal Settings, Roles and down will display in PDFsAccess, Filters, and Resource).<!-- 141534 - Not sure Personal Settings - Menu Access is working as expected -->
<!-- 140180 113759 - SmartCheck Validation doesn't work UX and behaviour problems with new date format portal config -->* Added an option Updated the look of “Last 3 Months” aggregate shortcuts to automatically reduce the '''System Usage Chart''' located at '''Global Settings''' > '''Systems''' tabsize of text to accommodate up to 14 characters on desktop resolutions.
<!-- 138372 124202 - System Usage Chart - All option just shows last 24 hours aggregate shortcuts with big numbers -->* Deprecated the classic setting to hide the top button action bar on the user profile. Previously, this setting was located at Updated '''Global Settings''' >''' SecurityReport Builder Help''' to include functions used with business day calculations. Specifically, SS_FUNC.ADDBUSDAYS, SS_FUNC.COUNTBUSDAYS, and SS_FUNC.COUNTWEEKDAYS which are found under the platform options tab in the help.<!-- 143021 - Adding ss_func syntax to report builder help --> '''System Visibility Permissions''' > '''People''' tab > '''Hide Menu Bar'''.
<!-- 136472 143602 - HP Fortify - Vulnerable Open Source Components T2P Tool update for email broadcast table -->* Updated the state/province standard field options for Kenya and Deprecated the U.KSmartSimple mobile app.
<!-- 139609 140599 - Standard Field - State / Province Incorrect for Kenya (ID 1056) Deprecate the mobile app --><!-- 136592 - Council Area drop down options in Organisation Profile -->* Updated wording on the SmartSimple Cloud cookie policy for added clarity.
===August 11th December 1st 2022 (202208202211.0103)===
====Fixes====
* Fixed an issue with custom report search where the search criteria would not automatically minimize when records opening in a query was performedmodal window rather than a full window in a portal.
<!-- 139881 143441 - Custom Report (Intern Search) not displaying results Issue when opening applications from portal -->* Fixed an issue with the '''Lookup - Autocomplete Options''' custom field where the field would lose focus when a search was performedworkflow tasks were not adding new roles to users because certain permissions were not found.
<!-- 136834 143604 - Priority area/interview location quick edit window Update Role WF Task not adding role to users -->* Fixed an issue where running the T2P tool would overwrite the access tokens for Docusign when the integration links option is not selected.
====Fixes====
* Fixed an issue with time-based one-time password (TOTP) where the field for entering the code was line breaks in autoloader files not visible on the session timeout screenworking when encapsulated in double quotes.
<!-- 139477 143244 - QA Issue: Session Timeout login Line Breaks in Autoloader file not working with TOTP MFA double quotes -->* 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 SettingsFixed an issue with the ''' >Start Date''' Systemand ''' tab > End Date'''Gort Agentfields when using ''' > Quick Edit'''Server Details on '''tab > '''API Record Limit Per CallTransactions'''. This affected users that had a different timezone than the server.
<!-- 138655 131006 - Upgrade API call to Max 25000 records per page -->* Fixed an Stamping of date issue with the display of the thousands separator for currency fields in the '''Advanced Data Table''' using a language setting of Spanish. <!-- 138702 - Miles separator is not showed in ADT field -->* 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''' > when changed through Quick Edit a list view > '''Columns''' button on Publication tab. <!-- 139011 - Point of Contact Field lookup shows incorrectly if user has access -->
====Other Changes====
* Updated the Catalan, Updates to Danish, Spanish, and French (Canada) translation filesPortuguese translations.<!-- 139403 143586 - July 2022 Upgrade November translations –for Danish and Portuguese -->