Difference between revisions of "Template:March2022Upgrade"

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	==General Details==		==General Details==
	===Upgrade Dates===		===Upgrade Dates===
−	Public Cloud Production release date: '''November 11 2021'''<br />	+	Public Cloud Production release date: '''March 10 2022'''<br />
−	Public Cloud Backup release date: '''October 26 2021'''	+	Public Cloud Backup release date: '''March 1 2022'''
−	Private Cloud Production (Managed Upgrades) release date: '''November 25 2021'''<br />	+	Private Cloud Production (Managed Upgrades) release date: '''March 24 2022'''<br />
−	Private Cloud Backup (Managed Upgrades) release date: '''November 11 2021'''	+	Private Cloud Backup (Managed Upgrades) release date: '''March 10 2022'''
−	==Overview==	+	==Global System Upgrades==
−	Watch this video to get a general overview of the new features in this release.	+	The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:
−	{{#ev:youtube|dVaDSxrF_GU}}	+	===Major Updates===
		+	====Deprecation of Classic Options on User and Organization Signup Pages====
		+	The following settings that were found on the '''Classic Options''' tab have been deprecated: '''Internal Entry''', '''Internal Format''',''' Attach Web Form''', '''Create Folder for User'''. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new signup page, you will no longer have the option to enable these features.
		+	<!--116874 - Classic options on User and organization signup pages-->
		+	===Minor Updates===
		+	====Updates to the Sent Message Queue====
		+	We have added a new button called '''View Message''' to easily preview sent email messages in the '''Message Queue'''. Email messages that contain HTML and formatting (not plain text) will no longer be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to '''Menu Icon''' > '''Message Queue''' >''' Sent''' tab > Click the icon on the far left of each record.
		+	[[File:2022-03-ticket-132679-1.png|thumb|none|800px|New button called <strong>View Message</strong> added to the to <strong>Message Queue</strong> to easily preview sent email messages]]
		+	<!--132679 - Enhancement - Improve Message Queue/Email Preview-->
−	''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''	+	==On-Demand System Upgrades==
		+	The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':
−	==Global System Upgrades==	+	===Major Updates===
−	The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:	+	There are no major on-demand updates for this upgrade.
		+	===Minor Updates===
		+	====Enhancements for Question Set Builder====
		+	Added a new custom field called '''Special - Scoring Results''' that displays test scores and correct answers on Level 2 activity records using the '''Question Set Builder''' with scoring enabled. To learn more about how to set up scoring, step-by-step details can be found on the [[Custom Field Type: Special - Question Set Builder#Setting_up_Question_Set_Scoring | Question Set Builder custom field page]].
		+	[[File:2022-03-ticket-130455.png|thumb|none|800px|A new custom field <strong>Special - Scoring Results</strong> can display test scores on Level 2 records]]
		+	<!--130455 - Question Set Scoring-->
		+	====Added Ability to Choose Type as Icon Color for Level 1 List Views====
		+	Added the ability to choose the '''Type''' color for the icon on Level 1 list views. Previously, the Level 1 list view icons always used the '''Status''' color, whereas level 2s and 3s had the option to choose. To see the new setting called '''Color Code Based On''', navigate to the configuration screen of a Level 1 list view.
−	===Major Updates===	+	[[File:2022-03-ticket-125156.jpg|thumb|none|800px|A new setting in the list view properties allows users to display color based on <strong>Type</strong> or <strong>Status</strong>. ]]
−	====Deprecation of Classic Header====
−	Deprecated the classic header. All systems will automatically be switched over to use the compact header. The classic header is no longer supported or available.
−	<!--119952 - Deprecate the non-compact header-->
−	[[File:2021-11-ticket-119952-1.png|thumb|none|800px|The classic header style has been deprecated and will no longer be available.]]	+	<!--125156 - choose type color instead of status for icons on level 1 list views-->
−	[[File:2021-11-ticket-119952-2.png|thumb|none|800px|All headers will automatically be converted to use the compact style.]]	+	====Updated the Ability to Set Role-Based IP Restrictions for Login====
		+	You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate to''' Global Settings''' > '''Users''' tab > '''Roles''' > Edit a role > '''Permissions''' tab.
−	====Updated Visibility of Features Under the Menu for Global Administrators====	+	[[File:2021-11-ticket-133359.jpg|thumb|none|800px|The new IP restrictions are placed under the user roles.]]
−	Updated what features appear to '''Global Administrators''' under the menu icon located at the top right of the header. '''Global Administrators''' previously saw features like '''Organization Hierarchy''' and '''Email Broadcast''' automatically under the menu icon, regardless of the menu role permissions set for these features. To ensure your '''Global Administrators''' have a seamless experience after the upgrade we suggest you adjust your settings to give '''Global Administrators''' menu access to the features they use prior to the upgrade.	+	<!--133359 - Add the ability to set an IP restriction for logins-->
−	For example, to ensure '''Global Administrators''' can see the '''Organization Hierarchy''' go to '''Menu Icon''' > '''Global Settings''' > '''Security''' > '''System Feature Permission''' > '''Menu''' tab and add the desired roles to '''Organization Hierarchy - Menu Access'''. An easy way to adjust these settings is to go to '''Role Based Entry Mode'''. Then click the desired role and check what you wish to see and save.	+	====Added Ability to Customize the Unlink Message for ORCID====
		+	A new '''Unlink Button Alert''' input has been added to the ORCID '''User Standard Field'''. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''ORCID'''.
−	<u>'''Note:'''</u> Some features have two settings: one for the ''visibility'' of the feature under the menu (found under the '''Menu''' tab) and another for ''access'' to the feature (found under the '''Feature''' tab).	+	[[File:2022-03-ticket-123794.jpg|thumb|none|800px|Systems using ORCID now have the ability to customize messaging around the <strong>Unlink Account</strong> button.]]
		+	<!--123794 - Ability to edit ORCID Unlink Account Message-->
−	<!--128360 - Issues when configuring access to Email Broadcast-->	+	====Added Default Layout for Advanced Data Tables====
−	[[File:2021-11-ticket-128360-1.png|thumb|none|800px|Menu access permission will be enforced for Global Administrators. If a Global Administrator is not granted access to the above menu items, they will no longer see these links after the upgrade.]]	+	Added a new “Page Layout” setting for the custom field '''Special - Advanced Data Table''' so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom field of type '''Special - Advanced Data Table'''. For the new option '''Page Layout''', select "Default". This will surface the new setup options for '''Page Title''' and '''Page Instructions'''. The '''Section Builder''' has also been updated to include new options for '''Display Order''' (under the '''Section Details''' tab) and '''Visibility Condition''' (under the '''Permissions and Availability''' tab).
−	====Enhanced List View Search====
−	Enhanced the list view search to always display the '''Type''', '''Status''', '''Column''', and '''Filter''' dropdowns to make searching more intuitive. These drop downs filters previously were only visible when you clicked into the search box.
−	<u>'''Note:'''</u> The '''Advanced Search''' icon has also changed and is now located to the far right of the search bar and can be toggled to display or hide.	+	[[File:2022-03-ticket-125057.jpg|thumb|none|800px|A new default layout for <strong>Advanced Data Tables</strong> makes them easier to set up.]]
−	<!--124361 - Proposed Search Design-->	+	<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
−	[[File:2021-11-ticket-124361-1.png|thumb|none|800px|The search has moved onto its own line and the <strong>Type</strong>, <strong>Status</strong>, <strong>Column</strong>, and <strong>Filter</strong> dropdowns are no longer hidden inside the search input.]]	+	====Added Auto-Population Button for Custom Field Translations====
		+	Added a button called '''Populate from Field''' on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to '''UTA Settings''' > '''Level One''' tab > '''Custom Fields''' > Edit a custom field > Click the '''Custom Field Translation Settings''' button on the top action bar > Select a language > Click the '''Populate from Field''' button.
−	[[File:2021-11-ticket-124361-2.png|thumb|none|800px|The look of the <strong>Advanced Search</strong> icon has changed and the button is now located at the end of the search bar (far right) and behaves like a toggle.]]	+	[[File:2022-03-ticket-125057-1.png|thumb|none|800px|The new button is located on the <strong>Custom Field Translation Settings</strong>.]]
		+	<!--125057 - Advanced Data Table- make it simple (Default Layout)-->
−	====Updated Message Display on SmartCheck Validation====	+	====Added Routing Options to the Create New Activity Workflow Task Type====
−	Updated the display of '''SmartCheck''' validation to display messages underneath the affected fields rather than floating above fields to avoid obscuring content. The visual treatment of these messages have also been enhanced.	+	It’s now easier to assign users to newly created activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking application. To view this setting, go to '''Workflows''' > Edit a workflow > Create or edit a task of type '''Create New Activity''' >''' Create for Users Assigned as'''. This gives you the option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.
−	<!--124380 - Make SmartCheck validation work like the configuration page field validation?-->
−	[[File:2021-11-ticket-124380-1.png|thumb|none|800px|SmartCheck validation will now display underneath affected fields rather than floating above fields obscuring content. The visual treatment of these messages has also been enhanced.]]	+	[[File:2022-03-ticket-125349.jpg|thumb|none|800px|Workflow tasks that create new activities can now be assigned to the user in the owner or person fields.]]
		+	<!--125349 - Suggestion: Allow 'Create New Activity' workflow task to refer to non-UTA role assignement targets-->
−	====Enhancements to Scheduling Options for Autoloaders, Reports, and Archives====	+	====Added Pre-Processing for JSON Files in Autoloader====
−	Added a new scheduler for autoloaders, report exports, and archive schedules for greater scheduling flexibility. For existing autoloaders and archive schedules, you can now set a '''Start Date''' to initiate any missed scheduled runs. If you have an existing report with a scheduled export set up, you will need to toggle on the new scheduler to take advantage of the new scheduling options. To access this new setting for report exports, navigate to '''Menu Icon''' > '''Reports''' > Edit a '''Report''' > Click '''Export''' in the left navigation > '''Scheduled Export''' tab > Toggle on '''Enable New Scheduler'''.	+	Updated autoloader to include pre-processing for JSON file types. To see this option, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > Set the '''File Type''' to "JSON"> Click the '''Process''' tab > '''File Pre-Processing'''.
−	<!--108001 - Autoloader automated schedule-->
−	[[File:2021-11-ticket-108001-1.png|thumb|none|800px|The view of the improved scheduler with more options.]]	+	<!--125883 - Additional Feature for JSON format in autoloader-->
		+	====Added Support for Dun & Bradstreet Integration====
		+	We have extended <code>ssGet()</code> variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.
		+	<!--129109 - D&B Watch List Scanning Integration-->
−	===Minor Updates===	+	==Beta Previews==
−	====Added Custom Fail-safe Limit for Workflow Emails====	+	No features are available for beta preview this upgrade.
−	Added a custom fail-safe limit for workflow generated emails. If the number of emails generated by any individual workflow during each mail queue cycle exceeds a custom defined limit, the excess emails will placed "On Hold". Administrators will need to review and release emails put "On Hold" from the '''Message Queue''' located at '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab. You can also specify which users to notify when the custom email limit is reached under '''Menu Icon''' > '''Global Settings''' > '''Communications''' tab > '''Users to Notify'''.
−	<!--127005 - Workflow email fail safe on hold limit-->
−	====Improvements to Upload - Multiple File Storage Custom Field====	+	==Notes for Admins==
−	Added an optional description column to the list of files in the '''Upload - Multiple Files Storage''' custom field. This description field also supports hashtags and can be set to be mandatory.	+	====Added New Request Method to Workflow Task Type====
		+	If you create a workflow task of the type '''Web Service – RESTful Request''', you now have the option to choose '''Delete''' as the request method.
		+	<!--132904 - Make available request method 'Delete' to workflow Task Type : Web Service RESTful Request-->
−	<u>'''Note:'''</u> The description column is not available if '''Enable Media Library''' is toggled on.	+	====Updates to Database Schema and Maintenance====
		+	Behind the scenes updates to connectors and database schema.
		+	<!--116272 - Database Schema Change and Maintenance-->
−	[[File:2021-11-ticket-121427-1.png|thumb|none|800px|The look of the new optional description column on the list of files in the <strong>Upload - Multiple Files Storage</strong> custom field which can easily be set as mandatory.]]	+	====Improved Password Rendering====
		+	In some areas of the system (such as the '''Global Settings''' > '''Communications''' > '''SMTP Relay'''), if a password was present and saved, the input will now be greyed out with an '''Edit''' button. Previously there was no visual indication that a password was present and saved.
−	Improved the look and feel of file upload modal window to improve readability.	+	[[File:2021-03-ticket-131982.jpg|thumb|none|800px|Updates were made to password rendering for greater clarity.]]
		+	<!--131982 - SMTP password-->
−	[[File:2021-11-ticket-115760-1.png|thumb|none|800px|The look and feel of the <strong>Upload - Multiple Files Storage</strong> custom field modal window before and after the upgrade.]]	+	====Media Library Thumbnail Rotation====
		+	Image thumbnails as seen in the media library ('''Upload – Multiple Files Storage''' custom field) are now being rotated based on EXIF orientation. Images uploaded after the upgrade will now get automatically rotated thumbnails.
		+	<!--134555-->
−	<!--115760 - multiple file upload modal refresh-->	+	====User Groups====
−	<!--121427 - Media Library Functionality for Non-Media Files-->	+	Added ability to restrict access to user group settings pages. To see the new permission, navigate to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' > '''Features''' tab > '''User Group – Manager'''. These settings will continue to be available to '''Global Administrators''' regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.
−	====Added Ability to Import Notes in the Autoloader====	+	<!---133837, 134182-->
−	Added the ability to use the autoloader to import '''Notes'''. To see the new setting, navigate to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set to '''Company''', '''User''' or a '''UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown.
−	'''<u>Note:</u>''' All notes imported will appear as new notes that can only be edited by a System Administrator.	+	====Archive Schedule Start Time====
−	<!--122291 - Map Autoloader to Notes-->	+	'''Archive Schedules''' will now start running at 15 minutes after the hour instead of on the hour.
		+	<!--133586-->
−	====Enhancements to System Security====	+	====Edit Profiles Via Links====
−	Enhanced the '''System Security Summary''' page to list potential security issues with signup pages. For example, signup pages will be flagged if they create a role for new users which would enable the user to view or edit all organizations, suborganizations or their own organization. The system security summary can be found under '''Global Settings''' > '''Security''' tab.	+	When a user clicks a link configured to edit an '''Organization''' or '''User''' profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.
		+	<!---134746-->
−	Updated the look of indicators within the '''Organization''' and '''User Security Matrix''' for added clarity. Indicators for roles that have yet to be configured will now contain a grey circle rather than a red "x" mark. The button that clears a configuration has been relabeled "Clear" to avoid confusion. To see these changes on the '''User Security Matrix''' or '''Organization Security Matrix''', go to '''Global Settings''' > '''Security''' tab.	+	====System Call Task Added to User Workflows====
−	<!--122444 - Clarity around clear and save (Delete) buttons-->	+	The '''System Call''' task is now available for '''User Workflows'''.
−	<!--129570 - Security audit page enhancements and email-->	+	<!---134078-->
−	[[File:2021-11-ticket-122444-1.png|thumb|none|800px|Updated the look of indicators within the <strong>Organization</strong> and <strong>User Security Matrix</strong>. The grey circle replaces the red X if no security settings are configured or if the settings are cleared.]]	+	====Updated Libraries====
		+	Updated jQuery UI Libraries to 1.13.1.
−	====Added Ability to Add Hashtags Directly To Hashtag Library====	+	Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1
−	Added the ability to add hashtags and hashtag categories directly into the '''Hashtag Library'''. Navigate to '''Global Settings''' > '''Hashtag Library''' to see the new button above the list view. A note has also been added beside the refresh button letting users know that use counts are updated daily.
−	<!--124323 - Hashtag Library-->
−	====Updated Permission Quick Edit Feature with Copy/Paste Ability====	+	Updated Highcharts to version 9.3.2
−	Enhanced the '''Permission Quick Edit''' feature to allow the permissions of custom fields based on '''Role''', '''Type''' or '''Status''' to be quickly copied and pasted into other columns. To view permission quick edit, navigate to '''UTA Configuration Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permission Quick Edit''' button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.	+	<!---134198, 134902, 132312--->
−	<!--125246 - Custom Fields -  Permission Quick Edit - Ability to simply apply field settings from one type to another type-->
−	====Updates to Lookup - Autocomplete Options Custom Field====	+	====Translations====
−	Updated the behavior of the '''Lookup - Autocomplete Options''' custom field so that when the user first clicks into the field, a list of options will display automatically. Before, the options were only displayed once the user started typing.	+	Fixed some issues around saving translation settings.
		+	<!---134346, 135271. 134768--->
−	[[File:2021-11-ticket-124345-1.png|thumb|none|800px|The <strong>Lookup - Autocomplete Options</strong> custom field will now display a list of options automatically when the user clicks into the field.]]	+	====Increased Encryption and Validation====
		+	Added encryption to the value stored against the session variable and cookie for the logout redirect. Plus, we are now enforcing server-side validation for the new password and confirmation password values.
		+	<!---132176--->
−	A new setting was also added that allows users to set how many records to initially display in autocomplete lookup fields. The rest of the records will still be accessible by scrolling. To set this up, go to '''User Menu''' > '''Personal Settings''' > '''Display''' tab > '''Auto Complete Number of Records Displayed'''.	+	====Advanced Search with Modified By====
−	<!--74198 - Increase Auto Complete Number of Records Displayed for Existing Users-->	+	Added ability to search using '''Modified By''' in Level 1 list view '''Advanced Search'''.
−	<!--124345 - Display lookup field options immediately when selecting-->	+	<!---133571--->
−	====Updated Report Builder Behavior====	+	====Autoloader Process and Configuration Error Logs====
−	Updated the behavior of the '''Report Builder''' so that when you drag and drop a dataset field into a column, the column header is populated by the '''Caption''' rather than the '''Field Name'''. This was done to reduce time spent renaming columns.	+	Logs located in the following locations will now show items for only the past 3 months.
−	<!--124129 - Report Builder Update Add Field Behavior to Set Column Header to Field Caption-->	+	Menu icon > '''Gort Automation''' > '''Autoloader Process (in Process/Failed)'''
		+	Menu icon > '''Global Settings''' > '''Configuration Error Log'''
		+	<!---133958--->
−	====Updates to Global CAPTCHA Validation Behavior====	+	====Autoloader and Report Notifications====
−	Updated CAPTCHA ([https://en.wikipedia.org/wiki/CAPTCHA Completely Automated Public Turing test to tell Computers and Humans Apart]) settings. If you set the '''CAPTCHA Type''' to '''Google reCAPTCHA''' and the system cannot detect the user’s country, the user will now be shown the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. CAPTCHA settings can be configured at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Global CAPTCHA Validation'''.	+	Email notifications from autoloader and report export will now use the default from address if configured. To configure the default from address, navigate to Menu icon > '''Global Settings''' > '''Communications''' tab > '''Email Options and Security''' > '''Enable Default From Address'''.
−	<!--128072 - Start one System register issue-->	+	<!---134000--->
−	====New Column for SmartFolder List Views====	+	====Validation of File Names with Single Quotes====
−	Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder.	+	Fixed an issue where if a file has single quotes, it will cause errors in validation when the '''Description''' field is enabled on the '''Upload - Multiple Files Storage''' custom field.
−	<!--124101 - Show User in SmartFolder List Views-->	+	<!---134186--->
−	[[File:2021-11-ticket-124101-1.png|thumb|none|800px|New "Owner" column displayed in SmartFolder lists so you can easily tell who uploaded a file or created a folder.]]	+	====Test To Production (T2P)====
		+	Some unneeded tables are no longer included in the T2P comparison.
		+	<!---134553--->
−	==On-Demand System Upgrades==	+	====Archiving Activities====
−	The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':	+	Standard field '''Associated Parent''' will now be available in the activities file when archiving.
		+	<!---134833--->
−	===Major Updates===	+	====UTA File Search====
−	====Enhancements to Media Library====	+	'''UTA Administrators''' will now have access to the UTA file search feature.
−	Added the ability to display media thumbnails and play video and audio media directly from the list view. Also added the ability to display media thumbnails in reports. To configure, navigate to the desired '''Upload - Multiple Files Storage''' custom field which has '''Enable Media Library''' toggled on and then toggle on '''Enable Media Thumbnails in List Views'''.	+	<!---134843--->
−	<!--127725 - Be able to show the public URL to videos and audio from the media library in list views and reports.-->
−	[[File:2021-11-ticket-127725-1.png|thumb|none|800px|Media library thumbnails as seen on a list view with video playing inline.]]	+	==Service Packs==
		+	===June 9th 2022 (202206.01)===
		+	====Fixes====
		+	* Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar.
−	====Enhancements to Impact Maps====	+	<!-- 137314 - Annotation Unavailable for some fields -->
−	Enhanced '''Impact Maps''' to include system filters, custom messaging, aggregation types, currency and precision. To configure the impact map, go to '''UTA Settings''' > '''Level 1/2''' tab > '''Impact Maps'''.	+	* Fixed an issue where the '''Deny Add Field''' was not being applied on the '''Association''' standard field when the '''Use Classic Association Entry View''' was toggled off under '''Global Settings''' > '''Classic Options''' tab.
−	<!--88956 - Impact Map Feature Enhancements-->
−	[[File:2021-11-ticket-88956-1.png|thumb|none|800px|The <strong>Impact Map</strong> now include system filters, custom messaging, aggregation types, currency and precision settings.]]	+	<!-- 137734 - Lookups People and organizations in associations list views -->
		+	* Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated.
−	====Updated Report Export to Chain Scheduled Exports====	+	<!-- 137312 - System changes language randomly -->
−	Added ability to run a report export directly after the currently scheduled report export. This gives you the ability to chain scheduled reports together. The new setting is called '''Sequential Report Export''' and can be configured by going to '''Menu Icon''' > '''Reports''' > Edit desired report > '''Export''' tab in left navigation > '''Scheduled Export''' tab	+	* Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles.
−	<!--126767 - Ability to chain scheduled exported reports-->
−	====Updated Line Chart Custom Field for Multiple Lines====	+	<!-- 126675 - Batch Update Button - Add Group as Contacts, role doesn't attach -->
−	Updated the '''Special - Chart''' custom field to allow multiple series on the y-axis. To use, navigate to the configuration settings of any '''Special - Chart''' custom field. When '''Data Type''' is set to '''Records related to object''' and '''Chart Type''' is set to '''Line''', you will see a plus icon under '''Y-Axis''' that allows you to add multiple lines.	+	* Fixed an issue with the search on media library in portals where searching on fields was not returning results.
−	<!--126630 - Allow Multiple Lines on Line Chart Custom Field-->
−	[[File:2021-11-ticket-126630-1.png|thumb|none|800px|An example of the <strong>Special - Chart</strong> custom field on a record showing a line chart of with multiple activity series in the Y Axis.]]	+	<!-- 137188 - Media library search in portals not working as expected -->
		+	* Updated the default display size of the '''Upload - Image''' fields on web page views to be 500 pixels wide.
−	===Minor Updates===	+	<!-- 136852 - Additional issue - Display of image upload field in application pdf #135922 -->
−	====Added Login Link and Email Confirmation Options on Signup Pages====	+	* Minor additions, bug fixes and security enhancements.
−	Added the ability to include a login link on signup pages for users who already have an existing account. For example, if a user receives an invitation at their personal email and they already have a user account under a different (work) email, then they can click the login link on the signup page to use their existing account instead of creating another account. To configure the link, navigate to '''Global Settings''' > '''Users''' or '''Company''' tab > '''Signup Pages''' > Edit an existing signup page > Toggle on '''Display Login Link on Page'''. To redirect to an existing signup page, enter “''Already have an account? Login''” for the '''Link Text''' and enter “''/s_Login.jsp”'' for '''Link URL'''.
−	Added a new option to help reduce typos when users enter their email address into signup pages. A new toggle called '''Enable Email Confirmation''' will render an email confirmation field directly under the email standard field. The new setting can be found at to '''Global Settings''' > '''Users''' tab > '''Signup Pages''' and edit the desired signup page.	+	<!-- 136978 - Vulnerable Library - jquery-confirm -->
−	<!--126629 - Enhancement: Link Existing Account when Accepting Invitation-->	+	<!-- 136540 - HP Fortify - Missing invitetoken Encoding -->
−	<!--126662 - Confirm Email Address Option on Registration Pages-->	+	====Other Changes====
		+	* Added a new setting to flag organizations into acting structurally like a holding folder rather than a true organization with hierarchy permissions. Users assigned to this organization would be restricted from seeing any other user or organization profiles except for their own. This feature prevents inadvertent security breaches. To set this flag, go to '''Menu Icon''' > '''Organizations''' > Edit an '''Organization''' > '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.
		+	<!-- 135759 - Ability to flag organization as container -->
−	[[File:2021-11-ticket-126629-1.png|thumb|none|800px|Optional login link on signup pages for users who already have an existing account.]]	+	* Added a new setting to the '''Lookup - Autocomplete Options''' custom field that allows any entity profile links to be restricted by role. To set this up, create or edit an existing '''Lookup Autocomplete Options''' custom field and toggle on '''Enable Dynamic Content'''. Once toggled, a new role lookup will be surfaced called '''Restrict Entity Link'''.
−	====Added Ability to Restrict Email Template Availability by UTA====	+	<!-- 136422 - Missing Restrict Organization Open link in the lookup field -->
−	Added the ability to specify which UTA an email template applies to so it's easier to send specific email templates from a desired UTA. To configure the new setting, navigate to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit the desired template > Select either '''UTA Level 1''' or '''UTA Level 2 & 3''' under the '''Category''' dropdown. This will reveal the new UTA dropdown setting where you can pick the desired UTA.	+	* Updated the CKEditor for rich text to version 4.19.0.
−	<!--126190 - Restrict Email Templates to UTAs-->
−	====Added Status Filter Lookups to Customer and Branch Standard Field====	+	<!-- 137563 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - CKEditor -->
−	Updated the '''Customer''' and '''Branch''' standard field by adding the ability to filter lookups by status. To configure, navigate to '''UTA Configuration Settings''' > '''Level 1''' tab > '''Standard Fields''' > Edit '''Customer''' or '''Branch''' > Scroll down to the '''Lookup Filter''' section.	+	===May 19th 2022 (202205.03)===
−	<!--122198 - Customer Standard field does not have a feature to filter by Organization status-->	+	====Fixes====
		+	* Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.
−	====Added Ability to Display Checkboxes and Radio Buttons in View Mode and in PDFs====	+	<!-- 137273 - Deliverable status did not change to 'past due' after the due date has passed -->
−	Added the ability to easily display checkboxes and radio buttons in view mode and in PDFs. To enable, go to the desired '''Select One – Radio Buttons''' or '''Select Many – Checkboxes''' custom field and toggle on '''Show Checkboxes/Radio Buttons in View Mode'''. You can easily toggle this setting on for many fields at once by using the custom field batch update and specifically selecting '''Show Checkboxes/Radio Buttons''' in the side panel.
−	<!--125931 - Checkboxes not displaying properly in PDF-->
−	[[File:2021-11-ticket-125931-1.png|thumb|none|800px|Optionally surface checkboxes and radio buttons in view mode and in PDFs.]]
−	====Extended Ability to Create Custom Buttons to Portal Section Types====	+	===May 16th 2022 (202205.02)===
−	Extended the ability to easily create custom buttons on various portal section types. This ability was originally only available for '''Banner''' type sections.	+	====Fixes====
−	<!--59652 - Ability to add buttons inside portal section (no script)-->	+	* Fixed an issue where P3 Script was attempting to use the application ID from the script object instead of the application ID passed along from the triggered point.
−	[[File:2021-11-ticket-59652-1.png|thumb|none|800px|A custom button added to a banner portal section]]	+	<!-- 137328 - P3 Script not working -->
		+	===May 12th 2022 (202205.01)===
		+	====Fixes====
		+	* Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).
−	====Enhancement for Presenting Consumer Creation Buttons on Records====	+	<!-- 136613 - video upload on mobile phone -->
−	Added the ability to determine when and where to present a consumer creation button on a record. This can be accomplished using the new variable syntax <code>@ssGet(CCBUTTON,Apply)@</code> (where "Apply" is the button caption) with a '''Display – Text and Variables''' custom field as well as the new custom field called '''Special – Consumer Creation Button Container''', where you can specify the desired display condition.	+	* Fixed an issue with variable processing on group emails where a variable in the body of the email displayed the value of the first record as the value for all records.
−	<!--111440 - Consumer Creation Buttons -  Feature Enhancement-->
−	====Added Filter Options for Level 1/2 Association List Views for Faster Load Times====	+	<!-- 137005 - Group Email Didn't Pull Correct Information -->
−	Added the ability to filter and only show the Level 1/2s from that Organization/User profile based on a selectable association in order to reduce record load time. You can configure this setting by going to the desired '''UTA Configuration Settings''' > '''Level 1/2''' tabs > Scroll down to the List View Settings and toggle on '''Enable List View on Account/Contact Profile''' to see new dropdown labelled '''Filter List View by''' where you can select a filter.	+	* Fixed an issue with '''Word Merge''' where tables were not displaying if the Word document template contained multiple sections separated by page breaks. '''Word Merge''' will now look at the index of tables in the whole document instead of multiple sections separated by page breaks.
−	<!--126462 - Payment View from Activities Menu Load Time-->
−	==Beta Previews==	+	<!-- 108722 - Can't get tables in Word merge -->
−	====(Beta) Updated Question Set Builder with Randomized Question Order and Answer Scoring====	+	* Updated '''System Performance Summary''' severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the number of occurrences of list syntax, sslogic, sscalculation, and '''ReportProperty''' was also introduced.
−	Added the ability to randomize the display of question subsets using the '''Special - Question Set''' custom field on a Level 2. To enable the randomization feature, navigate to '''UTA Configuration Settings''' > '''Level 2''' tab > Edit the desired '''Special - Question Set''' custom field and toggle on '''Randomize'''.
−	Two new attributes have also been added to the custom field for scoring user answers:''' Correct Answer '''and '''Score'''. To get and store final test scores, create a custom field of the type '''Text Box - Number''' and enter the following formula under '''UTA Configuration Settings''' > '''Level 2''' > '''Formula: '''<code>@level2.mycustomfield@="@evaluate_score()@";</code>	+	<!-- 124260 - System Performance Summary -->
		+	* Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs.
−	<u>'''Note:'''</u> Only new Level 2 records will be affected.	+	<!-- 133817 - Provider's status trigger on specific consumer UTA also changes status on the other Consumer UTA -->
−	<!--121853 - Randomization of test questions-->	+	* Fixed an issue with the instruction text on the '''Contact''' standard field on the '''Organization''' profile not using the defined translation settings based on the selected language preferences.
−	<!--130455 - Question Set Scoring-->
−	==Notes for Admins==	+	<!-- 135252 - Instructions Translation on Org Contacts Standard field not displaying. -->
−	====Updates to Workflows====	+	* Fixed an issue with the '''Text Box - Multiple Line''' custom field used in conjunction with '''DocuSign''' where line breaks were not being preserved.
−	Updated the default '''Connect To''' option when creating a new connector in a workflow. You will now see the default option has been changed to '''Complete''' instead of '''Start''' for new workflow connectors. In general, it is more likely that you would want to connect to '''Complete''' than to '''Start''' and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the '''Termination Trigger''' field when the '''Workflow Type''' is set to '''Tracking Activities'''.
−	<!--125555 - Workflow connectors default Connect To Complete-->
−	<!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name-->
−	====Added Indexing Option for List Views Using Quick Load Setting====	+	<!-- 135939 - Health Award Letters not populating correctly. -->
−	Added a new option to enable indexing for list views utilizing the '''Enable Quick Load''' setting. The '''Enable Quick Load''' setting is intended for list views with a large set of results. This setting returns an unsorted number of records without a total record count in order to improve the list view load time. If indexing is enabled, searches will also be faster since it will search the index instead of real-time data. To configure, edit any existing list view, scroll down to the Feature Options section under the '''Properties''' tab and toggle on '''Enable Quick Load'''. You will then see an additional toggle labelled '''Enable Indexing'''.	+	* Fixed an issue where the '''Start Date''' and '''End Date''' standard fields were not updated when using the '''Quick Edit''' feature.
−	<u>'''Note:'''</u> If list views with these settings are selected in portals, you will be restricted to using a single search criterion.	+	<!-- 135763 - QA Issue: Unable to update the start date using Quick Edit -->
−	<!--128415 - List view fast searching performance improvements-->	+	====Other Changes====
		+	* Updated the look of the server maintenance and''' Record Lock''' messages.
		+	<!-- 94811 - record lock on level 1 looks poor / 86355 - server maintenance message -->
		+	* Added ability to cancel e-signatures requests via workflow.
		+	<!-- Added ability to cancel e-signatures requests via workflow. -->
		+	* Added tooltips to the left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.
		+	<!-- 136231 - UI issue around standard field tabs on left hand side -->
−	====Added Total Send Limit on Emails====	+	===April 21st 2022 (202204.02)===
−	Added a send limit on workflow generated emails and emails created in batch (Example: group emails, email broadcasts, etc) if an SMTP relay is not in use. If more than 25,000 total emails are successfully sent within 24 hours, additional emails will remain in the queue until the total number of sent emails within the past 24 hours drops below 25,000 emails.	+	====Fixes====
		+	* Fixed an issue where using the <code>@object.inRole(Rolename)@</code> variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation.
−	<u>'''Note:'''</u> Emails related to account registration will be unaffected.	+	<!-- 135157 - Signup Page for UTA Invitations not adding role correctly.-->
−	<!--114639 - Need to rate limit and quota limit sending of emails-->	+	* Fixed an issue where using <code>ssEscape</code> syntax was not resolving correctly when used in the '''Advanced Data Table''' field.
−	====Added Hourly API Call Limit====	+	<!-- 135996 - project participants table - organization column -->
−	Added an API call limit per past hour. API calls in excess of 1000 per instance within the past hour will receive an error and will be blocked from using the API until the total API call count in the last hour drops below the limit. This limit can be changed on the root instance of a dedicated environment.	+	* Fixed an issue related to the '''People''' list view when the Catalan language was selected.
−	<!--125991 - Throttle API calls-->
−	====Updates to GuideStar Search API====	+	<!-- 136223 - Portal doesn't work in catalan language -->
−	GuideStar is deprecating their older API. If you have an existing integration for GuideStar search, be sure to enter your updated API keys under '''Menu Icon''' > '''Global Settings''' > '''Integrations''' tab > '''GuideStar Search'''.	+	* Fixed an issue related to the country and state options when the Japanese language was selected.
−	<!--121944 - Guidestar Candid API integration update-->
−
−	==Service Packs==
−	===February 17th 2022 (202202.02)===
−	====Fixes====
−	* Fixed an issue with the '''Report Builder Criteria''' where functions such as IN () or NOT IN () wouldn't be accepted if there was a space character before the opening parenthesis. Both variations of the syntax will now be accepted.
−	<!-- 134907 - BUG: Report Criteria function syntax issue -->	+	<!-- 136137 - Country and State options showing in English when they should be in Japanese -->
−	===February 11th 2022 (202202.01)===	+	* Updated the options in the''' State''' / '''Province''' standard field for the country Scotland.
−	====Fixes====
−	* Fixed an issue where records were staying locked even though the user was no longer editing the record.
−	<!-- 132761 - Record Lock issue -->	+	<!-- 136003 - List of states for Scotland not correct -->
−	* Updated the '''History''' tab on Workflow record pages to display historical items more than 2 years old in a new tab called '''Archive'''.	+	* Fixed an issue where the current date variable (<code>@datetime(currentdate)@</code>) was not resolving in scheduled export files.
−	* Fixed an encoding issue for M4A audio files that was preventing playback.	+	<!-- 136549 - Current date variable not resolving in scheduled export file -->
		+	* Fixed an issue with the [https://api.smartsimplebk.com/devtools/api.html API dev tool] where API samples were not loading.
−	<!-- 132816 - Audio File Playback Issue -->	+	<!-- 136843 - API.smartsimple is blank-->
	====Other Changes====		====Other Changes====
−	<!-- 132962 - Workflow History incomplete -->	+	* Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.
−	* Updated the '''Text Box - Multiple Line''' custom field to only convert line break characters into HTML break tags in form fields to preserve line breaks in scenarios such as when variables are processed in a Word Merge.
−	<!-- 133059 - Field Type: Text Box - Multiple Line -->	+	<!-- 136706 - SmartCheck validation not working on online form-->
−	* Updated report query API calls to display a maximum of 10,000 records per call.
−	<!-- 132607 - API 10,000 Record Limit Question -->
−	* Updated the behavior of new consumer record creation to redirect the user back to the parent record when creating a publication from a consumer UTA.
−	<!-- 132966 - After creation of new consumer, screen is not redirect back to the consumerL1. -->	+	===April 14th 2022 (202204.01)===
−	* Updated security matrixes to prompt users when a change is made. The reason for the change must be entered before the update will take effect. By default, an email will also be sent to all '''System Administrators''' notifying them of the change. You can adjust who receives the notification email by going to '''Global Settings''' > '''Security''' > '''Security Matrix Updates - Users to Notify'''.	+	====Fixes====
		+	* Fixed an issue where line breaks were not being preserved for '''Text Box - Multiple Line''' fields when used as a variable and exported as a PDF from a '''Web Page View'''.
−	<!-- 129533 - Additional Audit on Security Matrix -->	+	<!-- 135635 - URGENt - Review Manager - External Review -->
−	* Updated fields using '''Custom Lookup Options''' so that the selected result can be returned during a list view search query.	+	* Minor additions and bug fixes
−	<!-- 133093 - Searching Fields that use Custom lookup Options -->	+	====Other Changes====
−	* Updated list view record visibility conditions for users who are added to a UTA record role with a '''Deny''' permission applied. These users will no longer be able to see the record in their list views.	+	* Added a Hebrew language option and updates to several translation files.
−	<!-- 133253 - Users added in a UTA role that has deny access permissions are still able to see the record in the list view -->
−	===January 25th 2022 (202111.07)===	+	<!-- 126188 - Hebrew -->
−	====Other Changes====	+	* Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources.
−	* Made minor additions related to future enhancements.
−	===January 24th 2022 (202111.06)===	+	<!-- 135609 - Home Depot Pentest finding - SSRF vulnerability (docxWriter) -->
−	====Other Changes====	+	* Added support for alternate login pages on password reset and password change notification emails. If an external user needs a password change, they will be redirected to the URL they originally registered under rather than the main instance.
−	* Made minor additions related to future enhancements.
−	===December 13th 2021 (202111.05)===	+	<!-- 136011 - URLs with Alternate Pages -->
−	====Fixes====	+	* Updated the '''Text Box - Multiple Lines''' field on emails to preserve line breaks for content processed from variables. This change applies for both email composition and for workflow-generated emails.
−	* Fixed an issue where the predefined options in a dropdown field that enabled dynamic content were being limited.
−	<!--133264 - Drowdown fields not showing pre defined options anymore -->	+	<!-- 136093 - Auto generated emails -->
−	* Fixed an issue where certain fields on GuideStar Charity Check Field were not populating due to a recent change in the GuideStar API data structure.	+	* Updated the YUI Library for file uploads to version 3.18.1.
−	<!--133014 - Nov. Software Upgrade Glitch: Charity Check Field No Longer Displays on Screen-->	+	<!-- 135132 - Update Build - YUI Library -->
−	* Fixed an issue with the '''Question Set Builder''' field where the mandatory validation message was preventing uploads to a multiple file upload field.	+	* Updated the CKEditor for rich text to version 4.17.2.
		+	<!-- 135133 - Update Build - CKEditor 4 -->
−	<!--For 133206 - Uploads issues via Special - Question Set Builder -->	+	* Updated the Select2 plug-in to version 4.0.13.
−	===December 9th 2021 (202111.04)===
−	====Fixes====
−	* Fixed an issue where options from the '''Lookup - Autocomplete Options''' custom field did not have a hard limit on how many were displayed when dynamic content was enabled. The query will now only display the first set of options based on the user’s personal setting for '''Auto Complete Number of Records Displayed'''.
−	<!--132911 - Unable to create a SAR (Service Activity Record)-->	+	<!-- 135134 (Update Build - Select2 4) -->
−	* Fixed an issue with the display of status history and the stamped IDs in workflows and transactions. When an '''Update Standard Field''' workflow is triggered, the old status and ID will be displayed instead of “No Status” and a zero ID.	+	* Deprecated the '''Portal''' link found under the '''User Menu'''.
−	<!--132307 - Merck Status history showing a zero id-->	+	<!-- 124674 - Deprecate the Portal Link under the user menu -->
−	====Other Changes====
−	* Updated the behaviour of how changes are applied to fields using '''Dynamic Field Visibility Control'''. When an option is changed in a branch, it will copy its sub-branches to a new branch and delete the old branch to ensure consistency and prevent potential problems when relocating parent fields/options.
−	<!--132047 - Dynamic Field Visibility Control error-->
−	* Updated the length limit of the number of statuses allowed on termination triggers.
−	<!--133021 - Unable to Update/Save Workflow Termination Triggers if More than 42-->	+	===March 24th 2022 (202203.03)===
−	===November 26th 2021 (202111.03)===
	====Fixes====		====Fixes====
−	* Fixed an issue with the contact lookup on the '''Authenticated Member Configurations''' page which was displaying a blank modal.	+	* Fixed an issue on the '''Contacts''' tab of the Level 1 record where the contact lookup modal was not closing after selecting a user.
−	<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->	+	<!-- 136108 - QA Issue: Not able to add Contacts to UTA records using Lookup button -->
−	* Fixed issue where the variables provided as parameters for a report property syntax containing special characters that were sanitized with our XSS output filter which caused the reports to not return any results	+	* Fixed an issue with editing personal filters where navigating to '''User Menu''' > '''Filters''' would display an “Access Denied” message.
−	<!-- 132825 - Authenticated Member Config Contact lookup page is blank -->	+	<!--135799 - Unable to edit user personal filter-->
−	* Fixed an issue where a blank screen was displayed when opening an application from the organization or user profile due to an error if the content being passed within the sscalculation syntax is empty
−	<!-- 132844 - Cannot open applications from the Organization/User profiles -->
		+	===March 17th 2022 (202203.02)===
		+	====Fixes====
		+	* Fixed an issue with the display of consumer list views when a new column was added.
−	===November 25th 2021 (202111.02)===	+	<!-- 135810 - PAI - Consumer list view is broken on Program Manager-->
−	====Fixes====	+	* Fixed an issue where setting copy restrictions for a particular role on one UTA would be cleared when setting up copy restrictions for the same role on another UTA
−	* Fixed an issue in the list view of the '''UTA Consumer/Provider''' tab within a record where users who gained access to a Provider/Consumer tab on a record could see all records linked through the Provider/Consumer association. Visibility of these records will now adhere to the '''Provider/Consumer UTA Security Matrix'''.	+
		+	<!--135705 - Role settings not retaining for copy restrictions-->
		+	* Fixed an issue on the first page of a web page view of a Level 1 where the header did not display as expected when the web page view contained a '''Select Many – Checkboxes''' custom field.
		+
		+	<!--135375 - First page in SmartFields WPV on L1 isn't showing header-->
		+	* Fixed an issue with SmartCheck validation configuration where clicking '''Add to Source''' button in the '''Code Builder''' was displaying a blank tab.
−	<!--132274 - Provider/Consumer list views are not restricting results based on security matrix-->	+	<!--135276 - Add to Source not working when configuring SmartCheck Validation-->
−	====Other Changes====	+	* Fixed an issue with error messaging for the '''Website''' standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.
−	* Updated the '''Special - Advanced Data Table''' to enable mapping and added support for the <code>.displayvalue</code> variable syntax in order to return the display value of a table cell from the mapped records.
−	<!-- 130874 - Advanced Data table cell display name-->
−	* Added an option clause to the list syntax to preserve line breaks if needed. For example, to preserve the line breaks on a list of Level 2 UTA Providers, type: <code>[#(?(object =utaproviderL2;preservelinebreak=1)$123456$#]</code> , where 123456 is the Custom Field ID. Without this clause, line breaks will be converted to HTML break tags.
−	<!-- 132124 - HTML tags showing in Word Merge-->	+	<!--134871 - Org Website standard field validation-->

---

Latest revision as of 11:04, 28 June 2022

General Details

Upgrade Dates

Public Cloud Production release date: March 10 2022
Public Cloud Backup release date: March 1 2022

Private Cloud Production (Managed Upgrades) release date: March 24 2022
Private Cloud Backup (Managed Upgrades) release date: March 10 2022

Global System Upgrades

The new features listed below are enhancements to the SmartSimple system and will be immediately available to SmartSimple users upon the application of the upgrade to their server:

Major Updates

Deprecation of Classic Options on User and Organization Signup Pages

The following settings that were found on the Classic Options tab have been deprecated: Internal Entry, Internal Format, Attach Web Form, Create Folder for User. If these features were enabled, you will still see the settings. Otherwise, the settings will no longer be visible. If you create a new signup page, you will no longer have the option to enable these features.

Minor Updates

Updates to the Sent Message Queue

We have added a new button called View Message to easily preview sent email messages in the Message Queue. Email messages that contain HTML and formatting (not plain text) will no longer be automatically rendered. Instead, you will have an option to open the email contents securely in a new window. To see this new functionality, navigate to Menu Icon > Message Queue > Sent tab > Click the icon on the far left of each record.

On-Demand System Upgrades

The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a Global Administrator:

Major Updates

There are no major on-demand updates for this upgrade.

Minor Updates

Enhancements for Question Set Builder

Added a new custom field called Special - Scoring Results that displays test scores and correct answers on Level 2 activity records using the Question Set Builder with scoring enabled. To learn more about how to set up scoring, step-by-step details can be found on the Question Set Builder custom field page.

Added Ability to Choose Type as Icon Color for Level 1 List Views

Added the ability to choose the Type color for the icon on Level 1 list views. Previously, the Level 1 list view icons always used the Status color, whereas level 2s and 3s had the option to choose. To see the new setting called Color Code Based On, navigate to the configuration screen of a Level 1 list view.

Updated the Ability to Set Role-Based IP Restrictions for Login

You can now set an allow list of IP addresses per role which will be used to only allow certain IP addresses to log into the system under a specific role. To see the new setting for this additional layer of security, navigate to Global Settings > Users tab > Roles > Edit a role > Permissions tab.

Added Ability to Customize the Unlink Message for ORCID

A new Unlink Button Alert input has been added to the ORCID User Standard Field. This gives you the ability to easily customize the messaging around unlinking accounts for your ORCID users. To see the new settings, navigate to Global Settings > Users tab > Standard Fields > ORCID.

Added Default Layout for Advanced Data Tables

Added a new “Page Layout” setting for the custom field Special - Advanced Data Table so you can easily set up this field type without looking at or modifying code. To use these new options, create or navigate to a custom field of type Special - Advanced Data Table. For the new option Page Layout, select "Default". This will surface the new setup options for Page Title and Page Instructions. The Section Builder has also been updated to include new options for Display Order (under the Section Details tab) and Visibility Condition (under the Permissions and Availability tab).

Added Auto-Population Button for Custom Field Translations

Added a button called Populate from Field on the custom field translations screen. This convenience feature allows you to populate the translation you are currently working on with placeholder data. It pulls the placeholder values from the base field for context. To see this new button, go to UTA Settings > Level One tab > Custom Fields > Edit a custom field > Click the Custom Field Translation Settings button on the top action bar > Select a language > Click the Populate from Field button.

Added Routing Options to the Create New Activity Workflow Task Type

It’s now easier to assign users to newly created activities without the need to create specific UTA roles. This change applies to all workflow types related to a specific tracking application. To view this setting, go to Workflows > Edit a workflow > Create or edit a task of type Create New Activity > Create for Users Assigned as. This gives you the option to assign the tasks to users based on either their UTA roles or if they are assigned as the owner.

Added Pre-Processing for JSON Files in Autoloader

Updated autoloader to include pre-processing for JSON file types. To see this option, go to Menu Icon > Autoloaders > Edit an autoloader > Set the File Type to "JSON"> Click the Process tab > File Pre-Processing.

Added Support for Dun & Bradstreet Integration

We have extended ssGet() variable syntax to support Dun & Bradstreet API calls. This watchlist scanning integration requires that you bring your own license.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added New Request Method to Workflow Task Type

If you create a workflow task of the type Web Service – RESTful Request, you now have the option to choose Delete as the request method.

Updates to Database Schema and Maintenance

Behind the scenes updates to connectors and database schema.

Improved Password Rendering

In some areas of the system (such as the Global Settings > Communications > SMTP Relay), if a password was present and saved, the input will now be greyed out with an Edit button. Previously there was no visual indication that a password was present and saved.

Media Library Thumbnail Rotation

Image thumbnails as seen in the media library (Upload – Multiple Files Storage custom field) are now being rotated based on EXIF orientation. Images uploaded after the upgrade will now get automatically rotated thumbnails.

User Groups

Added ability to restrict access to user group settings pages. To see the new permission, navigate to Global Settings > Security tab > System Feature Permissions > Features tab > User Group – Manager. These settings will continue to be available to Global Administrators regardless of permissions set. We also fixed an issue with the user group search where you could not search external users.

Archive Schedule Start Time

Archive Schedules will now start running at 15 minutes after the hour instead of on the hour.

Edit Profiles Via Links

When a user clicks a link configured to edit an Organization or User profile, if the user has view permission, they will now see the profile in view mode when they previously saw an "Access Denied" message.

System Call Task Added to User Workflows

The System Call task is now available for User Workflows.

Updated Libraries

Updated jQuery UI Libraries to 1.13.1.

Updated JQuery version to 3.6.0 and JQuery Migrate to 1.4.1

Updated Highcharts to version 9.3.2

Translations

Fixed some issues around saving translation settings.

Increased Encryption and Validation

Added encryption to the value stored against the session variable and cookie for the logout redirect. Plus, we are now enforcing server-side validation for the new password and confirmation password values.

Advanced Search with Modified By

Added ability to search using Modified By in Level 1 list view Advanced Search.

Autoloader Process and Configuration Error Logs

Logs located in the following locations will now show items for only the past 3 months. Menu icon > Gort Automation > Autoloader Process (in Process/Failed) Menu icon > Global Settings > Configuration Error Log

Autoloader and Report Notifications

Email notifications from autoloader and report export will now use the default from address if configured. To configure the default from address, navigate to Menu icon > Global Settings > Communications tab > Email Options and Security > Enable Default From Address.

Validation of File Names with Single Quotes

Fixed an issue where if a file has single quotes, it will cause errors in validation when the Description field is enabled on the Upload - Multiple Files Storage custom field.

Test To Production (T2P)

Some unneeded tables are no longer included in the T2P comparison.

Archiving Activities

Standard field Associated Parent will now be available in the activities file when archiving.

UTA File Search

UTA Administrators will now have access to the UTA file search feature.

Service Packs

June 9th 2022 (202206.01)

Fixes

• Fixed an issue where the annotation pop-up panel was being displayed behind the footer bar.

• Fixed an issue where the Deny Add Field was not being applied on the Association standard field when the Use Classic Association Entry View was toggled off under Global Settings > Classic Options tab.

• Fixed an issue where an administrator’s default language would switch to the language of an emulated user after the session was terminated.

• Fixed an issue where a custom batch update button used to assign group contacts to a record was not applying the selected roles.

• Fixed an issue with the search on media library in portals where searching on fields was not returning results.

• Updated the default display size of the Upload - Image fields on web page views to be 500 pixels wide.

• Minor additions, bug fixes and security enhancements.

Other Changes

• Added a new setting to flag organizations into acting structurally like a holding folder rather than a true organization with hierarchy permissions. Users assigned to this organization would be restricted from seeing any other user or organization profiles except for their own. This feature prevents inadvertent security breaches. To set this flag, go to Menu Icon > Organizations > Edit an Organization > Actions > Edit Categories and Access > Toggle on Container.

• Added a new setting to the Lookup - Autocomplete Options custom field that allows any entity profile links to be restricted by role. To set this up, create or edit an existing Lookup Autocomplete Options custom field and toggle on Enable Dynamic Content. Once toggled, a new role lookup will be surfaced called Restrict Entity Link.

• Updated the CKEditor for rich text to version 4.19.0.

May 19th 2022 (202205.03)

Fixes

• Fixed an issue where the status dropdown was populated again on load and losing the selected stored value.

May 16th 2022 (202205.02)

Fixes

• Fixed an issue where P3 Script was attempting to use the application ID from the script object instead of the application ID passed along from the triggered point.

May 12th 2022 (202205.01)

Fixes

• Fixed an issue where mobile file uploads were not being processed because the file type extension was case-sensitive and was rejecting valid file types with capitalized extensions (Example: .MOV instead of .mov).

• Fixed an issue with variable processing on group emails where a variable in the body of the email displayed the value of the first record as the value for all records.

• Fixed an issue with Word Merge where tables were not displaying if the Word document template contained multiple sections separated by page breaks. Word Merge will now look at the index of tables in the whole document instead of multiple sections separated by page breaks.

• Updated System Performance Summary severity from “Medium” to “Low” when parent syntax is used inside list syntax. A check for the number of occurrences of list syntax, sslogic, sscalculation, and ReportProperty was also introduced.

• Fixed an issue where a status trigger for a Provider UTA triggered on a specific Consumer UTA also changed the status of other Consumer UTAs.

• Fixed an issue with the instruction text on the Contact standard field on the Organization profile not using the defined translation settings based on the selected language preferences.

• Fixed an issue with the Text Box - Multiple Line custom field used in conjunction with DocuSign where line breaks were not being preserved.

• Fixed an issue where the Start Date and End Date standard fields were not updated when using the Quick Edit feature.

Other Changes

• Updated the look of the server maintenance and Record Lock messages.
• Added ability to cancel e-signatures requests via workflow.
• Added tooltips to the left hand navigation captions on record pages so the full caption can be read in the tooltip if it gets truncated.

April 21st 2022 (202204.02)

Fixes

• Fixed an issue where using the @object.inRole(Rolename)@ variable syntax was not resolving correctly when the user's role is updated using a signup page from an invitation.

• Fixed an issue where using ssEscape syntax was not resolving correctly when used in the Advanced Data Table field.

• Fixed an issue related to the People list view when the Catalan language was selected.

• Fixed an issue related to the country and state options when the Japanese language was selected.

• Updated the options in the State / Province standard field for the country Scotland.

• Fixed an issue where the current date variable (@datetime(currentdate)@) was not resolving in scheduled export files.

• Fixed an issue with the API dev tool where API samples were not loading.

Other Changes

• Updated certain parameters for internet enabled templates to match the parameters of regular record pages to enable SmartCheck validation to run as expected.

April 14th 2022 (202204.01)

Fixes

• Fixed an issue where line breaks were not being preserved for Text Box - Multiple Line fields when used as a variable and exported as a PDF from a Web Page View.

• Minor additions and bug fixes

Other Changes

• Added a Hebrew language option and updates to several translation files.

• Enhanced security on the document generator used to create .DOCX files to only accept encrypted sources.

• Added support for alternate login pages on password reset and password change notification emails. If an external user needs a password change, they will be redirected to the URL they originally registered under rather than the main instance.

• Updated the Text Box - Multiple Lines field on emails to preserve line breaks for content processed from variables. This change applies for both email composition and for workflow-generated emails.

• Updated the YUI Library for file uploads to version 3.18.1.

• Updated the CKEditor for rich text to version 4.17.2.

• Updated the Select2 plug-in to version 4.0.13.

• Deprecated the Portal link found under the User Menu.

March 24th 2022 (202203.03)

Fixes

• Fixed an issue on the Contacts tab of the Level 1 record where the contact lookup modal was not closing after selecting a user.

• Fixed an issue with editing personal filters where navigating to User Menu > Filters would display an “Access Denied” message.

March 17th 2022 (202203.02)

Fixes

• Fixed an issue with the display of consumer list views when a new column was added.

• Fixed an issue where setting copy restrictions for a particular role on one UTA would be cleared when setting up copy restrictions for the same role on another UTA

• Fixed an issue on the first page of a web page view of a Level 1 where the header did not display as expected when the web page view contained a Select Many – Checkboxes custom field.

• Fixed an issue with SmartCheck validation configuration where clicking Add to Source button in the Code Builder was displaying a blank tab.

• Fixed an issue with error messaging for the Website standard field on organizations where custom validation messages were not appearing as expected when custom SmartCheck validation was used.