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→Updated Workflow Behavior
===Major Updates===
====Password Variables to be Deprecated in November====
: ''Main Article: [[Password Variables to Set or Reset User Passwords]]''In the upcoming November 2023 release, password variables will be deprecated for improved security. All systems will Instead of using the soon to be required to use the activation link deprecated password variable (<code>@activationlinkpassword@</code>) which sends a password in the email, all systems will be required to use the following activation link variable to send the user to a page where they can enter their desired password instead of using the soon-to-be deprecated password variable (: <codepre>https://@passwordurl@@activationlink@</codepre>) which sends a password in the email. Therefore, the following variables will be deprecated and will not work after the November upgrade: <code>@password@</code>, <code>@checkportalpassword@</code>, <code>@checkactivatedpassword@</code>, <code>@randompassword@</code>, and <code>@passwordresetlink@</code>.
If you need help updating email templates for new users or password resets, reach out to our Support team. These email templates are located at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab >''' Password and Activation Policies''' > '''Activation Emails''' tab. Clicking the '''Sample Template''' link will update the templates with the desired variable. Make sure to check any existing workflow emails for these soon-to-be deprecated variables.
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[[File:2023-07-ticket-148245.png|thumb|none|800px|The look of multiple file upload fields will change slightly in November. For example, you will be able to drag and drop files inline, instead of opening a modal window.]]
====Updated Workflow Behavior====
Updated the behavior of workflows to run in a serial, single-threaded manner where child workflows are triggered during the processing of a workflow. Previously when stepping through a workflow, if another workflow was triggered, a new thread would be created to process the child workflow simultaneously and asynchronously, as the original system thread would then return to the original workflow and continue to step through its tasks without waiting on the child workflow to complete. This could lead to inconsistent results if the system was configured to run multiple workflows against the same object, or if the order of operations of their tasks needed to be preserved, but results would vary due to race conditions of the workflows.
After this upgrade the default behavior of workflows has now been changed to instead process multiple workflows in a serial synchronous fashion so that their order of operations and behavior are more consistent and predictable. Now when a workflow triggers another workflow, the system will process all child workflows fully to completion in the original system thread rather than passing each new workflow to a new separate processing thread. This means that child workflows will be processed in a serial fashion, and their order of tasks will be preserved, before the system returns back to working on the original workflow. This may impact systems where workflows are configured to launch other child workflows, and you may now experience an increase in the runtime of such workflows. If the areas in your system that trigger multiple workflows, do so with different target objects for each of the workflows, then it should be safe for you to revert back to the previous mode of operation by enabling the new '''Run Asynchronously''' toggle that is now available inside the configuration of a workflow, and to enable this option on the initial workflows that are instantiating child workflows.
Examples and notes. After the upgrade, the task process order will be:
# If the workflow is a trigger workflow task, go to the trigger workflow
# If the connector is connected to a task, go to that task
# If the connector is connected to a workflow, go to that workflow
Workflow completion time may be affected and can vary depending on the configuration.
In general, "chained" workflows that are triggering against the same object should remain synchronous. For example, if the Level 1 record triggered workflow A and one of its task triggers workflow B on the same Level 1 record, then the workflows should remain running synchronously. Therefore, do not toggle on the '''Run Asynchronously''' option). However, if the Level 1 triggers workflow A and then one of its tasks is to trigger workflow B on all of the associated contacts on the Level 1, then this workflow can run asynchronously and the '''Run Asynchronously''' option should be enabled on workflow B to optimize performance.
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===Minor Updates===
The new settings can be found at '''Menu Icon''' > '''Workflows''' >''' Task''' tab > Open a task with a '''Task Type''' set to “Create New Activity”. The 3 toggles appear under '''Activity Status'''.
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====Updated Default End Date for Level 2/3 Workflows====
==Service Packs==
===October 19th 2023 (202310.02)===
====Fixes====
*Fixed an issue with the display of Google reCaptcha where the window was not resizing as expected.
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*Fixed an issue where the GuideStar Charity Check option was not showing up under the '''Tools''' menu.
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====Other Changes====
* Updated default translation message in Spanish and Catalan for mandatory fields.
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===October 12th 2023 (202310.01)===
====Fixes====
* Fixed visual alignment issues with the display of the '''Display - Countdown Timer''' custom field.
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* Fixed an issue with the '''System Performance Summary''' page where the list syntax was not properly highlighted. The custom field ID was also added after the custom field name under the '''Category''' column.
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* Fixed an issue where a double alert message was displayed when using a custom batch update button.
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* Fixed an issue where deleted Level 1 records were not being displayed in the listview of deleted records.
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* Fixed an issue with the user’s personal language setting where selections were not always saved.
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====Other Changes====
* Updated email access settings located at '''Menu Icon''' > '''Global Settings''' > '''Communications''' > '''Email Options and Security'''. Prior to this release, there were only disable settings for email and instant messaging access. These older settings have been replaced with two new settings, an '''Allow''' permission and a '''Deny''' permission. After this release permission will need to be explicitly granted to access email and instant message functionality.
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* Added the option to assign people when creating a task of the type “Update Standard field” on L3 workflows.
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* Updated the '''Special - Basic Data Table''' custom field to no longer use Angular JS.
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===September 21st 2023 (202309.02)===
====Fixes====
* Fixed an issue with Level 3 workflows failing to trigger.
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====Other Changes====
* Added the ability to specify an alternate login page ID for the activation link variable. This new activation link mimics the login action from the specified alternate login page while carrying over attributes after activation such as primary role. The variable will take on the format <code>@activationlink(1234)@</code> where “1234” is the page ID of the alternate login page. Such variables can be called from workflow emails.
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===September 14th 2023 (202309.01)===
====Fixes====
* Fixed an issue with the '''Lookup - Autocomplete Options''' custom field where only date fields were available under the '''Option Caption Field''' dropdown.
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* Fixed an issue with '''Quick Edit''' where date fields were not saving properly.
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* Fixed an issue with PDF generation from a '''Special – Web Page View''' field when the file name contained single or double quotes.
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* Fixed an issue where user records, created using the SmartConnect API, would not open as expected from the organization hierarchy.
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* Fixed the duplicate check screen when creating an '''Organization''' to use standard field language translations for the '''Name''', '''City''', and '''Phone''' captions.
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====Other Changes====
* Updated Guidestar Charity Check and Charity Navigator Check workflow task types to be available only for '''Workflow Type''' of "Company".
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* Updated the '''Field Change History Log''' so users with permission to see the change log will now be able to view the details of that log as well.
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* Updated '''System Performance Summary''' to restrict note creation to '''Global Administrators'''.
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* Updated the Report export in JSON format to return file paths as relative links.
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* Added accessibility improvements to tabs, search, jump to menu, and the text color in the non-production banner.
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* Updated available language options. Translations can now be added for 187 languages.
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* Updated CSI Web Integration endpoint and calls.
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* Updated available region options for Denmark.
<!-- 151696 - Update Danish Regions -->
===August 17th 2023 (202308.02)===
====Fixes====
* Fixed an issue where workflows calling RESTFUL API requests were not working as expected after the August 10th 2023 Service pack.
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* Fixed an issue with the search where a wrench icon would appear inside the ‘Recent Searches’ box.
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====Other Changes====
* Updated behavior of workflows so that when an initial workflow triggers a new workflow, a new thread will be created if the subsequent workflow is set to be asynchronous.
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===August 10th 2023 (202308.01)===
====Fixes====
<!-- 150576 - Modify autoloader on its method to update records -->
===August 4th 2023 (202307.03)===
====Fixes====
<!-- 151662 - Proposal PDF Not Accessible in Reviewer Portal -->
===July 27th 2023 (202307.02)===
====Fixes====
