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→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===
====TitleEnforcing Deny Permissions for Portal Pages on Common Role====TextChanged the behavior of the '''Deny Access''' permission setting for pages on the '''Common''' portal. This setting will now deny access to the portal page for any roles selected. Previously, the '''Deny Access''' 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 '''Display As Header Link'''. To see the affected setting go to '''Global Settings''' > '''Users''' tab > '''Portals''' > '''Common''' > Edit a '''Portal Page''' > '''Permissions''' 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.]]<!-- 142111 - Still access portal sections using link if role based permissions applied --> ====Deprecated Password Variables====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 '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Password and Activation Policies''' > Click the''' Activation 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''' > '''Global Settings''' > '''Communications''' > '''System 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.]]<!-- 139473 - Remove ability to retrieve password on request password/new user 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:2022-11-ticket-139210-1.png|thumb|none|800px|Multi-factor authentication (MFA) settings have moved and are defined globally instead of on the role.]][[File:2022-11-ticket-139210-2.png|thumb|none|800px|Optionally, you can allow users to remember their device for a definable number of days so they don’t need to enter a verification code each time they log in.]] ====Enhancements to the List View====Added system filters to the basic search '''Filter''' drop down. 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 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 edit a system filter, you will also see an edit button beside the filter name in the dropdown.<!--Comment133656 - 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-ticket-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===
====TitleAdded Invitations Import Wizard to UTA Level 3s====TextExtended 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 '''Verification Mapping'''. 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 '''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:2022-11-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 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 desired folder was not yet created, users would have to go to the '''SmartFolders''' to create a folder and then return to the settings page in order to select the newly created folder. To see the new '''Create Folder''' button, in the Autoloader, go to '''Autoloaders''' > Edit an autoloader > '''General''' tab. The new button appears beside the '''Processing Folder''' input.<!-- 133982 - Autoloader improvements (folder picker) --> ====Updated Breadcrumb Appearance====Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.<!-- 126333 - 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.]] ====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 > '''Tasks''' tab > Edit a task of the '''Acknowledgment''' type > '''Message Template''' tab > '''Preview'''.<!--Comment126881 - Improve email preview lookup from workflow -->[[File:2022-11-ticket-126881-1.png|thumb|none|800px|Type and Status filter on workflow email preview.]] ====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 -->[[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:2022-11-ticket-128627-1.png|thumb|none|800px|New Invitation Details button makes it easier to see more information.]] ====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 -->[[File:2022-11-ticket-130906-1.png|thumb|none|800px|Added search to activity list views on the record.]] ====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 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 -->[[File:2022-11-ticket-134367-1.png|thumb|none|800px|New web page view option to always have the latest and greatest template or choose custom to see and modify the template.]] ====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 --> ====Updated Notes Tab to be Hidden on Record Pages====Updated '''Notes''' tab to be hidden on records pages for users who do not have permission to view any note types.<!-- 141343 - Notes to be hidden for INNOWWIDE -->
==On-Demand System Upgrades==
===Major Updates===
====TitleAdded Ability to Autosave Fields====TextAdded an option to autosave fields on the record page. If you enable this option, data entered into an input will be saved when you click out of the input. A small green notification (toast message) will display on top of the screen to indicate the change has been saved. To turn on this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save Field Values when Editing Records'''. <u>'''Note:''' </u>This feature requires '''Record Lock''' to be enabled and not all fields support autosave. For example, the '''Type''' and '''Status''' standard fields will not autosave.<!-- 132932 - Autosave field values-->[[File:2022-11-ticket-132932-1.png|thumb|none|800px|If enabled the option to autosave fields will save field values when you leave a field. A toast message will be displayed when values are saved.]] ====Added New Button Color Classes====Added a new setting for save, submit and delete buttons which gives you the ability to adjust the visual priority of buttons. Buttons can now be color-coded using predefined styles. For example, you could make all continuation actions green while negative actions red. A neutral color could be used for secondary buttons. To configure default, save and delete buttons go to '''Global Settings''' > '''Branding''' tab > '''Colors and Styles'''. To configure custom save and submit buttons go to the desired '''UTA''', '''Organization''',''' User''', or '''Transaction''' tab and click the '''Submit and Save Buttons''' link. <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:2022-11-ticket-127822-1.png|thumb|none|800px|Adjust the visual priority of buttons with color classes.]][[File:2022-11-ticket-127822-2.png|thumb|none|800px|color class options.]] ====Added Ability to Make Media Files Publicly Shareable by Default====Added setting to enable media library files to be publicly available for streaming by default. To use this feature, go to the settings for the desired '''Upload - Multiple Files Storage''' custom field that has '''Media Library''' enabled and toggle on '''Enable Media Sharing by Default'''. Previously, video and audio files were not shareable by default and users needed to manually enable sharing on each file one by one after upload.<!--Comment133789 - 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===
====TitleAdded Option to Add a Subject Line to Notes====Added setting to allow subject lines for the notes. Additionally, the notes can also be collapsed. If this new setting is enabled, individual notes can be collapsed and expanded. To enable this feature, go to '''Global Settings''' > '''System''' tab > Toggle on '''Enable Subject Line for Notes'''.<!-- 138067 - Enhancements - Subject Line for Notes & Ability to Collapse -->[[File:2022-11-ticket-138067-1.png|thumb|none|800px|New option to add a subject to notes. If you opt in you can also collapse individual notes.]] ====Added Ability to Link a Shortcut to a Page====Added a new '''Action Type''' called '''Page''' to portal shortcuts to make it easier to link to a page. To see this setting, go to '''Global Settings''' >''' Users''' tab > '''Portals''' > Edit a portal > Click '''Shortcuts''' in the top action bar > Edit a shortcut with the '''Style''' set to '''Icon''', '''Image''' or '''Text''' > Set '''Action Type''' to''' Page'''.<!--Comment126821 - Make it easy to link a shortcut to a page. --> ====Added Ability for Autoloader to Add and Update Longitude and Latitude====Added ability to add and update''' Longitude''' and '''Latitude''' standard fields for''' Company''', '''People''' and '''Level 2''' autoloaders. To see this new setting, '''Autoloaders''' > Edit an autoloader > '''File Layout''' tab > under '''Column Mapping'''.<!-- 141216 - Autoloader - to add sf.longitude and sf.latitude --> ====Added Metadata Mapping for Stripe Payments====When configuring payment forms of the type '''Credit Card (Stripe)''' under the '''Connectivity''' tab of a UTA, you can now define '''Metadata Mapping''', mapped data will be included in the charge submitted to Stripe.<!-- 126287 - Stripe Payment -->
==Beta Previews==
==Notes for Admins==
====TitleAdded Version Option for Custom Fields Permissions Quick Edit====TextAdded ability to target custom fields by version when using the '''Permissions Quick Edit''' feature. To see this setting, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permissions Quick Edit''' button in the list view button bar.<!-- 129133 - Custom Fields - Quick Edit Permissions --> ====Deprecated Damvad Analytics Integration====Deprecated Similarity Identification Integration by DAMVAD Analytics.<!-- 140279 - DAMVAD integration --> ====Added Ability to Get Translation Details in the API====Added ability to get translations using the [https://dev.smartsimpleqa.com/devtools/api.html?apiversion=2 SmartSimple API]. Results are returned in an array.<!--Comment126424 - Adding of translation details to meta data -->
==Service Packs====Configuration Folders and Files Included in Cloning Scripts=October 27th 2022 (202210.03)=======Fixes====When systems are cloned, '''Configuration Folders''' and the files within will be included in the cloning scripts.* Fixed an issue with status indicators when used with standard field containers.<!-- 128348 - Cloning - Include Configuration Folders and Contents and Portal Config Images -->
====Added Option to Bypass Secure Session Validation Based on IP Addresses====Added a setting called IP addresses to bypass secure session validation. This setting is only visible if '''Disable Secure Session Management''' is toggled off. This new setting allows you to keep secure session management active for all users while allowing some users to bypass this security. This setting is located at '''Global Settings''' > '''Security''' tab.<!-- 142086 136789 - Status Indicator Duplicating Whitelisting IP option to use with Secure Session Management -->* Fixed an issue where custom fields with top-aligned captions were not displaying as expected in '''View Mode'''.
====Added Ability to Link and Unlink Transactions with API====Added the ability to link and unlink transactions from the Level 1 and Level 2 using the [https://dev.smartsimpleqa.com/devtools/api.html?apiversion=2 SmartConnect API version 2]. This gives you the ability to remove the relationship without deleting the transaction. Adding transactions to the Level 2 is also now supported.<!-- 141702 134010 - Annotations Hiding Fields SmartConnect API link and unlink transactions from Objects -->* Fixed an issue that prevented some emails from being sent.
====Updated Appearance of the Data Exchange Summary====
Updated the look of the classic '''Data Exchange Summary''' that shows incoming and outgoing packages on UTA records. The new message can be collapsed to take up less space.
<!-- 132293 - Hide field -->
====The Country Formerly Known as Turkey Will Now Appear as Türkiye====
Updated the '''Country''' standard field list to use the label Türkiye for the country formerly known as Turkey. Türkiye is the officially requested label for the country.
<!-- 141553 - Turkey > Türkiye : Official country change name -->
====Updated Report Builder Support====Updated '''Report Builder''' to support <code>SS_FUNC.ADDBUSDAYS</code>, <code>SS_FUNC.COUNTBUSDAYS</code>, <code>SS_FUNC.COUNTWEEKDAYS</code> functions to assist with complex date calculations.<!-- 141755 141877 - Change pdf generation to use temp files for all operations MySQL Function Support -->* Fixed an issue with the '''Upload - Single File Storage''' field where its instruction box disappeared when the '''File Upload''' modal window was shown.
====Updated TLS to Enforce 1.2 for Added Security====Updated "Transport Layer Security (TLS)" references to enforce version 1.2 for improved security. TLS 1.0 and 1.1 are no longer supported.<!-- 140766 140404 - SingleHP Fortify -File Upload Field Titles and Instructions disappearing (2273) Insecure Transport: Weak SSL Protocol -->* 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.
====Invalid Characters in E-signature File Names Replaced with Underscores====Invalid characters for e-signature file names will be replaced with underscores to ensure the signing process completes successfully.<!-- 140986 142043 - Title Bar/Field Instructions Bug Signed Contract Not Received from Adobe -->* Fixed listview sorting to sort on the type’s '''Caption''' instead of the type’s '''Name'''.
<!-- 140832 141737 - Batch update buttons accessible ADT not show information in Emulation view only mode calculated columns-->* Updated the Fixed an issue where changing a user to a'''Field HistoryGlobal Administrator''' to show both was not retained.<!-- 145408 - Global Admin toggle not sticking on internal contact -->* Fixed an issue with the store value and display value for custom fields. The '''Field HistoryText Box – Date and Time''' window can be seen custom field where the time was not rounding correctly when the time was converted to another time zone.<!-- 145622 - DateTime field incrementing by enabling '''Track Changes''' 30minutes on dropdown lists, checkboxes, and radio button custom fields.save -->
<!-- 141302 145670 - Add spellcheck='false' to The generate password fields page is not translated -->* Updated the text for the '''Report Builder Help'''.<!-- 145286 - Group Email window header translation -->
<!-- 141272 144732 - Polish not an option in translation languages Security issue with org deletion -->* Update jQuery UI to version 1.13.2Fixed an issue with the processing of negative numbers for Norwegian krone (NOR) and Swedish krona (SEK) currency where the negative indicator on the currency value was stripped.
<!-- 140885 145047 - NetCraft Pentest 08-2022 Issue with negative numbers in the system -->===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'''Fixed an issue with comparing dates for autoloader file processing.
<!-- 70487 144908 - Language Translation Functionality for Email Communication Autoloader appears stuck. Status is 'running 2023-01-12 12:25:04' -->* Updated Fixed an issue with how the wording ''' Forgot Password''' screen was rendering on the SmartSimple Cloud cookie policy alert for more specificitymobile devices.
<!-- 141139 144106 - Update alert message for cookie policy Forget Password Link - Android and Apple Mobile Browsers -->===September 15th 2022 (202209.02)=======Fixes====* Fixed an issue with the '''Is ContainerMessage Center''' setting where container organizations restricted access for associated usersa file could not be removed from a selected template if it contained a single quote ( ' )in the filename.
<!-- 140671 138660 - Contact VS Association Cant remove file with Message Centre if it has single quote in the name -->====Other Changes====* Fixed an issue where reports were not generating PDFs Updated the user’s personal settings to no longer display the time-based one-time password (TOTP) key and QR code that was associated with multi-factor authentication (MFA). This was hidden to enhance security. The '''TOTP Secret Key''' and '''TOTP QR Code''' are now only visible when using you first set up TOTP. You can generate a portal link for encrypted contentnew secret key and QR code by going to the desired user profile record and clicking '''Actions''' >''' Edit roles and access''' > '''Reset TOTP'''.
<!-- 140578 145592 - QA Issue: Start/End Date not displaying correctly in Gantt Chart Bars when you have Long date Format set Web page view, don’t hide template by default -->* Fixed an issue with renaming files in SmartFolders.<!-- 140979 121945 - QA Issue: Blank page if i try and rename file in smartfolder Update two-factor process -->* Updated email behavior on backup servers to allow the sending of multi-factor authentication (MFA) verification codes as well as password resets. Other emails on backup servers will not be sent.
<!-- 135527 144430 - Values on Field SpecialSmartFolders -Chart File upload security and general issues -->* Fixed an issue with the “'''Within the last X days”''' clause of the '''Advanced Search''' criteria when the NOT operator was in useUpdated missing translation country names for Danish, Spanish, and Catalan.
<!-- 138882 143763 - Listview filter 'Within the last x daysCountry options not displaying as user' is not working s language -->* Fixed an issue with Updated cookie policy to reflect the '''Upload new cookie used to support trusted devices when multi- 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 <code>.uploadlink</code> variablefactor authentication (MFA) is enabled.
<!-- 139097 143518 - More than 2 files can be uploaded Update to References cookie policy page to reflect fact we no longer just have session-based cookie -->* Fixed an issue with Deprecated the versioning on '''Upload - Single File StorageRSA Disconnected Token''' field where the file type restriction was not being pulled option from the desired versionmulti-factor authentication (MFA) dropdown on user roles.
<!-- 139967 139685 - Single file upload field error Deprecate the RSA disconnected token option for MFA -->* Fixed an issue with emulating a user where if you switched the language setting, it was not applying the new language setting everywhere.
<!-- 140182 145040 - RID Field 1867084 SmartCheck Validation Slowness -->* Fixed an issue with portal sections of error in the type''' List ViewArchive Scheduler''' 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 <!-- 141637 - Archive not placing files on the previous page.our SFTP -->
<!-- 117079 - Lookup - Autocomplete field not showing all data in list view -->* Added Fixed an issue with duplicate SmartCheck validation messages displaying under 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'''.
<!-- 114975 140019 - no option for translation of file name Double Validation Message Appearing in Application -->* Added a newFixed an issue with the group email wizard where the''' Integration Key ManagementFrom''' option called address and attachments were not preserved if the user clicked the '''PGP KeyPreview''' which can be used for encryption in the report export button and decryption in then clicked the autoloader'''Back''' button.
<!-- 128992 141725 - PGP encryption keys added in the Integration Key Management Group email from address reverted if you click preview, then back -->* Updated Fixed an issue with the download files feature where the display of generated file was empty if the '''Special - Like Button Rating''' custom field so the thumbs up and down will display in PDFswas stored to another field.
<!-- 138081 143499 - The PDF of the Special - Like button rating field need more clarification to details Download files feature generating empty zip files -->* Updated SmartCheck validation to work Fixed an issue with the new long form date format, such as aspect ratio of thumbnails in the '''January 03, 2022 (mmmm dd, yyyy)Media Library'''at lower resolutions.
<!-- 140180 142550 - SmartCheck Validation doesn't work Media Library Images Aspect Ratio Issue in MS Edge on Mac OS --><!-- 142703 - QA Issue: Issues with new date format media files being unplayabale -->* Added Fixed an option issue with charts where the x-axis was displaying the store value instead of “Last 3 Months” to the '''System Usage Chart''' located at '''Global Settings''' > '''Systems''' tabdisplay value.
<!-- 138372 142666 - System Usage Chart - All option just shows last 24 hours -->* Deprecated the classic setting to hide the top button action bar Bug on the user profile. Previously, this setting was located at Charts? Showing dropdown 'code/number'instead of 'Global Settings''option text' -->''' Security''' tab > '''System Visibility Permissions''' > '''People''' tab > '''Hide Menu Bar'''.
<!-- 139609 143115 - Standard Field - State MFA Email/ Province Incorrect for Kenya (ID 1056) --><!-- 136592 - Council Area drop down options in Organisation Profile Text Code allowed attempts and Lockout Duration -->* Updated wording on autoloader behavior where when new users and organizations are created via the autoloader, no country will be set if no default country is specified. Previously new users or organizations would be given the SmartSimple Cloud cookie policy for added claritycountry value of Canada if no default value was set.
<!-- 139220 143525 - Cookies Users created with wrong country -->===August 25th 2022 (202208* Added a new option to set which fields should be refreshed upon changes to a record in a linked record list.02)=======Fixes====Fixed an issue where the address book would retrieve multiple addresses for the same organization if To see this new setting, edit a '''Special - Linked Record List''' custom field and the organization setting is called '''StateRefresh On Update''' field was left empty.<!-- 138441 130352 - Seeing autolaoded orgs listed with multiple addresses L1 form doesn't refresh when changes are made to a L2 in a modal window -->
<!-- 136834 113759 - Priority area/interview location quick edit window UX and behaviour problems with portal config -->* Fixed an issue where running Updated the T2P tool would overwrite look of aggregate shortcuts to automatically reduce the access tokens for Docusign when the integration links option is not selectedsize of text to accommodate up to 14 characters on desktop resolutions.
<!-- 138689 124202 - Prevent overwriting DocuSign Access by T2P aggregate shortcuts with big numbers -->====Other Changes====* Added a new option to hide the Updated '''PublicationsReport 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 left hand navigation on a level 1 record viewhelp. To see this setting, go <!-- 143021 - Adding ss_func syntax to '''UTA Configuration Settings''' > '''Level 1''' tab report builder help --> '''Disable Publications Tab'''.
<!-- 137973 143602 - Older logs not appearing in reports T2P Tool update for email broadcast table -->* Updated the pie chart for reports so that Deprecated the x-axis information is also displayedSmartSimple mobile app.
<!-- 138973 140599 - Report Chart Issue (Pie Chart) Deprecate the mobile app -->* 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.
====Fixes====
* Fixed an issue with the French Canadian translation file that prevented web page views from displayingrecords opening in a modal window rather than a full window in a portal.
<!-- 139697 143441 - WPVs are blank for french users Issue when opening applications from portal -->* Fixed an issue with the sorting of rows by '''Last Modified''' date in the custom fields list viewwhere workflow tasks were not adding new roles to users because certain permissions were not found.<!-- 139522 - sort by last modified not working -->
<!-- 138702 143244 - Miles separator is Line Breaks in Autoloader file not showed in ADT field working with double quotes -->* Added ability to display Fixed an issue with the '''User TypeStart Date''' and '''Login AccessEnd Date''' fields in when using '''User Lookup List ViewsQuick Edit'''. To see these new options, go to on '''Global SettingsTransactions''' > '''Users''' tab > '''Lookup List Views''' > Edit . This affected users that had a list view > '''Columns''' tabdifferent timezone than the server.
<!-- 139011 131006 - Point Stamping of Contact Field lookup shows incorrectly if user has access date issue when changed through Quick Edit button on Publication tab -->
====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 -->