Smartstaff
2,094
edits
Changes
m
* Added a new setting to upload custom fields which allows the AI to automatically generate an English transcription of an uploaded media file. To toggle this setting on, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Transcription'''. Under the '''+AI Transcription Format''' field, select whether the transcription should be generated in subtitle or text format.
* Added a new setting to upload custom fields which allows the AI to answer questions about the uploaded image. To use this setting, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Vision'''. In the '''+AI Vision Prompt''' field, enter your prompts to the AI about the uploaded image.
* Added two new custom field settings to help users distinguish between user input and AI-generated content. Some custom fields will have a new toggle called '''Label as AI-Generated Content''' under the display settings. This will display an indicator at the bottom of the field that states the contents of the field are AI-generated. Additionally, "Special - Browser Script" custom fields will have a new toggle called '''Style as AI Button'''. This will stylize the button to be different from other system buttons.
* Added the ability to include consumer creation buttons in '''Reports'''. Also added support for provider variables <code>@provider.name@</code> and<code> @provider.description@</code> in external template pages.
* Updated the “Salesforce Account/Contact Data Synchronization” to allow improved mapping of fields to organization categories and user roles. The interface has been updated for improved usability.
* Updated various elements of the user interface to improve accessibility. Some changes include switching from pixels to REM units for font size, updating the sample template for user and company signup pages, and adding a setting to use native browser alerts instead of the yellow alert popup messages. The new alert setting can be found at '''Global Settings''' > '''Branding''' tab.
→Service Packs
==Service Packs==
===February 22nd 2024 (202402.02)===
====Fixes====
* Fixed an issue where some data was excluded from the archive process.
<!-- 158819 - Nightly Archive missing Data -->
====Other Changes====
* Updated the organization of integration keys under '''Global Settings''' > '''Integrations''' tab > '''Integration Key Management''' for improved clarity. The integration keys are now organized under cateogories and the names of some types have changed.
<!-- 144984 - Better categorization of Integration Key Management -->
* Added support for Azure AI integration in order to allow users to bring their own Azure AI licence to the platform and make use of existing '''+AI''' functions.
<!-- 158021 - Azure AI Integration -->
===February 8th 2024 (202402.01)===
====Fixes====
* Fixed an issue with running T2P (test to production) where the deleted items from the source instance were not always migrated to the target instance.
<!-- 156995 - Synchronization Issue with T2P Deletions in Latest Version -->
* Fixed an issue with the new '''Data Exchange (DEX3)''' where imported organizations were created as internal instead of following its parent organization's internal/external flag.
<!-- 157206 - DEX3: Orgs only created as internal organizations -->
* Fixed an issue related to using the '''Date''' standard field in the portal section search.
<!-- 158180 - List view with search criteria: deadline -->
* Fixed an issue with the list view builder when creating a Consumer/Provider list view. Custom fields set to '''Deny View''' will no longer be visible in the list view builder when a user creates a personal list view.
<!-- 158504 - UTA Consumer/Provider personal list views unrestricted by permissions -->
====Other Changes====
* Added the '''Enable Status Duration Log''' setting to the status standard field for organizations and users. This setting allows for the reporting of time spent in a status for user and organization records.
<!-- 156458 - Building a report to track time spent in a status -->
* Added minor updates for improved accessibility, including improved contrast on input borders.
<!-- 158169 - A11Y - Aria label on login page -->
<!-- 158178 - A11Y, input borders -->
* Updated system messaging to indicate that deleted organizations, users, UTA records, and transactions will be purged after 90 days.
<!-- 154131 - Deleted Organizations data missing -->
* Updated third-party libraries for improved security.
<!-- 157708 - Upgrade the version - Vulnerable third party libraries -->
<!-- 157941 - Vulnerable third party library - json-path -->
<!-- 157954 - Fortify Scan Issues - JAN -->
===February 8th 2024 (202401.05)===
====Fixes====
* Fixed an issue with the PDF generation functionality related to merging documents.
<!-- 158676 - PDF generation with ssattach causing performance issues -->
===February 1st 2024 (202401.04)===
====Fixes====
* Fixed an issue where the Excel parser was not autopopulating fields.
<!-- 157915 - Excel Parser not working-->
===January 26th 2024 (202401.03)===
====Fixes====
* Fixed an issue where the invitations link was opening a blank page.
<!-- Fixed an issue where the @invitationlink@ variable was not resolving into a valid invitation link in emails-->
===January 25th 2024 (202401.02)===
====Fixes====
* Fixed an issue where PDFs were not generating as the expectederror summary in scenarios using ssattach and a corrupted PDF.
<!-- 157894 - CRITICAL NOW: View Application PDF button no displaying the PDF -->
====Other Changes====
* (Alpha) Added the ability to create your own custom AI model for data analysis and reporting across multiple records within a UTA. For example, you could ask '''+AI Insight''' a question like “What are the award funding amounts for 2020, 2021, and 2023 respectively? " To see this feature, go to '''Global Settings''' > '''AI''' tab > '''+AI Insights'''. To ask question, navigate to the desired UTA and select the desired '''+AI Insight''' model. To learn more about this and other AI features, read [[AI | our introductory page on AI]].
<!-- 156737 - AI Analytica -->
* Added a new setting to custom fields called '''+AI Directive'''. This setting allows users to parse a block of unstructured text using named-entity recognition (NER). In addition, any instructions entered into the '''+AI Directive''' field can also be run on demand via a P3 script.
<!-- 153803 - AI Parser -->
* Added a new setting to upload custom fields which allows the AI to automatically generate an English transcription of an uploaded media file. To toggle this setting on, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Transcription'''. Under the '''+AI Transcription Format''' field, select whether the transcription should be generated in subtitle or text format.
<!-- 155064 - AI transcription and AI Vision -->
* Added a new setting to upload custom fields which allows the AI to answer questions about the uploaded image. To use this setting, go to '''UTA Configuration Settings''' > Click an upload custom field > Toggle on '''Enable +AI Vision'''. In the '''+AI Vision Prompt''' field, enter your prompts to the AI about the uploaded image.
<!-- 155064 - AI transcription and AI Vision -->
* Added two new custom field settings to help users distinguish between user input and AI-generated content. Some custom fields will have a new toggle called '''Label as AI-Generated Content''' under the display settings. This will display an indicator at the bottom of the field that states the contents of the field are AI-generated. Additionally, "Special - Browser Script" custom fields will have a new toggle called '''Style as AI Button'''. This will stylize the button to be different from other system buttons.
<!-- 147603 - Presentation of AI Content -->
* Added the ability to include consumer creation buttons in '''Reports'''. Also added support for provider variables <code>@provider.name@</code> and<code> @provider.description@</code> in external template pages.
<!-- 155301 - Consumer creation button in report builder to support Beatrice -->
* Added a validation confirmation alert when trying to save custom field with a '''Field Name''' that is used by standard field variable syntax. For example, if you wanted to name your custom field "objectid", you will see an alert message asking for confirmation.
<!-- 157135 - P3 script error - pulling expenses in 'Deleted' status-->
* Updated the “Salesforce Account/Contact Data Synchronization” to allow mapping of Salesforce fields to SmartSimple organization categories and user roles. Additionally, saved sync settings will be applied in all sync processes. Previously, the sync settings were only applicable to ad-hoc sync.
<!-- 147831 - Salesforce integration -->
* Updated various elements of the user interface to improve accessibility. Some changes include switching from pixels to REM units for font size, updating the sample template for user and company signup pages, and adding a setting to use native browser alerts instead of the yellow alert popup messages. The new alert setting can be found at '''Global Settings''' > '''Branding''' tab.
<!-- 156846 - A11Y alerts
156868 - A11Y Investigate changing font sizes from pixels to another unit of measurement
157108 - A11Y H1 on Registration pages
157605 - A11Y caption on the Instructions custom field
157956 - A11Y inline styles -->
===January 11th 2024 (202401.01)===