Difference between revisions of "Template:July2022Upgrade"

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Private Cloud Production (Managed Upgrades) release date: '''July 28 2022'''<br />
 
Private Cloud Production (Managed Upgrades) release date: '''July 28 2022'''<br />
 
Private Cloud Backup (Managed Upgrades) release date: '''July 21 2022'''
 
Private Cloud Backup (Managed Upgrades) release date: '''July 21 2022'''
 +
 +
==Overview==
 +
Watch this video to get a general overview of the new features in this release.
 +
 +
{{#ev:youtube|SeqIGYtM9bY}}
 +
 +
 +
''To watch this video in full screen, please click on the '''full screen''' button on the bottom right.''
  
 
==Global System Upgrades==
 
==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:
 
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===
 
===Major Updates===
−
====Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions====
+
====Updated Behavior to User/Organization Security Matrix====
−
Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see the Tab Bar. Previously users with role permission to see the Tab Bar also had to enable the Tab Bar under the user menu before they would see the Tab Bar. To enable tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar.
+
Added a new setting to enable stricter controls for the '''User/Organization Security Matrix'''. For new instances, the default behavior of the system will be to apply any settings selected under the '''Hierarchy Permission''' section AND any settings selected under the '''Category/Role''' section. Currently, the default behavior would choose one section setting OR the other in some scenarios. There is no change in behavior for existing clients. However if you wish to adopt the stricter controls, navigate to '''Global Settings''' > '''Security''' tab > '''System Security''' section > Toggle off '''Enable Classic Security Matrix Behavior'''.
 +
<!-- 136836 - Able to access parent organization despite security matrix permissions -->
 +
 
 +
====Updated Tab Bar to be Visible to All Users Based on Role Permissions====
 +
Visibility of the '''Tab Bar''' will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the '''Tab Bar''', users with that role will see it. Previously users with role permission to see the '''Tab Bar''' also had to enable an additional setting under the user menu before they would be able to see it. To enable the tab bar, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' > '''Features''' tab > '''Enable Tab Bar'''.
 
<!--132112 - Add ability to default on the Tab bar for new users-->
 
<!--132112 - Add ability to default on the Tab bar for new users-->
 +
 +
[[File:2022-07-ticket-132112-1.png|thumb|none|800px|The <strong>Tab Bar</strong> will appear the bottom of the page if you have role permission to see it.]]
  
 
====Accessibility Mode No Longer Optional====
 
====Accessibility Mode No Longer Optional====
Line 20: Line 34:
  
 
===Minor Updates===
 
===Minor Updates===
−
====Added Ability to Retain Page Location on Save====
+
====Retain Page Location on Save====
−
Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location on the page.
+
Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as '''Level 1''', '''2''', '''3''', '''Organization''', '''User''' or '''Template''' page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location.
 
<!--122309 - Save Draft Behavior-->
 
<!--122309 - Save Draft Behavior-->
  
 +
====Updated Media Library UI====
 +
Updated the look of the '''Media Library''' and surfaced the '''Share''' and '''Statistics''' features. Previously, the share and statistics features could be found if you clicked on the''' Edit Metadata''' button. The edit metadata button has now been renamed to '''Properties'''.
 +
<!-- 129948 - Media library URL and Statistics improvements -->
  
 +
[[File:2022-07-ticket-129948-1.png|thumb|none|800px|The buttons of the <strong>Media Library</strong> are consistently styled. The <strong>Share</strong> and <strong>Statistics</strong> buttons are now surfaced on the first level.]]
  
−
====Added Ability to Add Attachments from Configuration Folders in Email Templates====
+
====Added Ability to Copy Signup Pages====
−
Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit or create a template > Default Attachments (Configuration Folder).
+
Added the ability to make copies of '''Organization''' and''' User''' signup pages. To make a copy of a signup page click the '''Save As''' button. In addition, signup pages will also have a new field called '''Signup Page Name''' to help distinguish between signup pages.
−
<!-- 124007 - Select Default Attachment for Email Template from Config Folder -->
+
<!-- 129584 - Add ability to copy a signup page -->
  
 +
====Updated System Generated PDFs for Top-Aligned Captions to Stay with Content====
 +
Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep question and answer content together in PDFs.
 +
<!-- 124566 - In system generated PDFs, can captions stay with content -->
  
−
====Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role====
+
[[File:2022-07-ticket-124566-1.png|thumb|none|800px|When generating PDFs, field caption, instructions and the answer will appear on the same page if <strong>Caption Location</strong> is set to <strong>Above Field</strong> and if all 3 can fit on a single page.]]
−
Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for.
 
−
<!-- 128740 - Ability to select which role to generate the pdf as -->
 
  
 +
==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===
 +
====Added New Multi-Factor Authentication Option====
 +
Added an option to send verification codes through SMS messages or email for multi-factor authentication on user roles. To see this option, go to '''Global Settings''' > '''Users''' tab > '''Roles''' > Edit a role > Under the '''Multi-Factor Authentication''' dropdown, select '''Verification code via SMS or Email'''.
  
−
====Added Ability to Copy Signup Pages====
+
'''<u>Note:</u>''' SMS notifications are billable and must be enabled to receive verification codes. Contact us to enable this service on your system.
−
Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages.
+
<!-- 134506 - SMS and email for MFA -->
−
<!-- 129584 - Add ability to copy a signup page -->
 
  
  
−
====Updated Workflow Generated PDFs for Top-Aligned Captions to Stay with Content====
+
[[File:2022-07-ticket-134506-1.png|thumb|none|800px|Users set up with the new multi-factor authentication option will be presented with an option to receive the verification code via email or text message. This option is presented after the user has entered their username and password.]]
−
Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep questions and answer copy together in PDFs.
 
−
<!-- 124566 - In system generated PDFs, can captions stay with content -->
 
  
 +
====Enhanced Single Sign-On and Added Role Mapping====
 +
Updated the single sign-on (SSO) module with greater role mapping functionality to better support identity federation. A new option for role mapping is available, and if enabled, users will be provisioned with only the roles and access as configured within this mapping section, and as described by the SSO assertion received from the Identity Provider system. You may define the list of roles to be monitored or managed, and then from this list, a user upon login will have their user roles updated according to the contents of the SSO assertion. Any mapped roles that are presented in the assertion will be added to the user's profile, while any roles not explicitly presented in the assertion will be removed from the user's profile. Additionally, updates were made to the layout of the configuration page including labels, tooltips, and title bars for added clarity.
 +
<!-- 124791 - SSO to update roles for existing users for a fully federated SSO -->
  
−
====Added Ability to Create Copy Profiles====
+
[[File:2022-07-ticket-124791-1.png|thumb|none|800px|Added a new role mapping section to the single sign-on settings page used with federated authentication]]
−
To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile.
 
−
<!-- 120929 - Improved Copy of Level 1s/2s (Phase II) -->
 
  
 
====Added New Hierarchy Permissions to the User and Organization Security Matrix====
 
====Added New Hierarchy Permissions to the User and Organization Security Matrix====
−
Added a new hierarchy permission of Users Under Associated Organizations to the user security matrix and Associated Organizations to the organization security matrix.
+
Added a new hierarchy permission of '''Users Under Associated Organizations''' to the '''User Security Matrix''' and''' Associated Organizations''' to the '''Organization Security Matrix'''. This adds a new scope of access for associated users and organizations within both the '''User''' and '''Organization Security Matrix'''.
 
<!-- 126369 - Request for user-organization-association roles on security matrix -->
 
<!-- 126369 - Request for user-organization-association roles on security matrix -->
  
−
==On-Demand System Upgrades==
+
[[File:2022-07-ticket-126369-1.png|thumb|none|800px|A new hierarchy permission was added to the <strong> Organization Security Matrix</strong>]]
−
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===
 
−
====Enhanced Single Sign-On and Added Role Mapping====
 
−
Updated the single sign-on settings page and included a new section for role mapping. If Role Mapping is set to Enabled, users will be provisioned with all the roles as defined by the assertion attributes and they will be stripped of any roles that they may currently possess that are listed in this setting but were not defined in the assertion attributes. Updates were made to labels, tooltips, and title bars for added clarity.
 
−
124791 - SSO to update roles for existing users for a fully federated SSO
 
−
 
 
−
====Updated Behavior to User/Organization Security Matrix====
 
−
Added a new setting to enable stricter controls for the User/Organization Security Matrix. The default behavior of the system will be to apply any settings selected under the Hierarchy Permission section AND any settings selected under the Category/Role section. Previously, the default behavior would choose one section setting OR the other. To revert to the original security matrix behavior, navigate to Global Settings > Security tab > System Security section > Toggle on Enable Classic Security Matrix Behavior.
 
−
136836 - Able to access parent organization despite security matrix permissions
 
  
 +
[[File:2022-07-ticket-126369-2.png|thumb|none|800px|A new hierarchy permission was added to the <strong>User Security Matrix</strong>]]
  
 
====Added Ability to Provide Feedback on Invitations====
 
====Added Ability to Provide Feedback on Invitations====
−
Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to UTA Settings > Level 1/2/3 tab > Invitation Templates > Edit a template > Invitation Templates tab > Toggle on Enable Input for Decline Reason and/or Enable Input for Accept Reason. Under each toggle, there is an additional setting called Make Reason Mandatory which will force the user to provide a reason before they can accept or decline an invitation. To see a list of response reasons from invitees, go to the Invitation tab. If the invitee provided a reason for accepting/declining click the View Reason button.
+
Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to '''Configuration Settings''' > '''Level 1/2/3''' tab >''' Invitation Templates''' > Edit a template >''' Invitation Templates''' tab > Toggle on''' Enable Input for Decline Reason''' and/or''' Enable Input for Accept Reason'''. To see a list of response reasons from invitees, go to the''' Invitation''' tab. If the invitee provided a reason for accepting/declining click the''' View Reason''' button.
−
128237 - Enhancement - Form in the Invitation
+
<!-- 128237 - Enhancement - Form in the Invitation -->
  
 +
[[File:2022-07-ticket-128237-1.png|thumb|none|800px|Invitees can provide feedback about why they accepted or declined an invitation]]
  
 
====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====
 
====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====
−
In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired Special - Web Page View custom field with Enable E-signature toggled on to see the new setting called Failed to Complete Workflow.
+
In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired '''Special - Web Page View''' custom field with '''Enable E-signature''' toggled on to see the new setting called''' Failed to Complete Workflow'''.
−
127705 - Adobe Integration Enhancement Request
+
<!-- 127705 - Adobe Integration Enhancement Request-->
−
 
 
−
 
 
−
====Updated Media Library UI====
 
−
Updated the look of the Media Library and surfaced the Share and Statistics features. Previously, the share and statistics features could be found if you clicked on the Edit Metadata button. The edit metadata button has now been renamed to Properties. To set permissions on default file availability, go to UTA Settings > Level 1/2/3 tab > Custom Fields > Create or edit a custom field with Media Library enabled > Permissions and Availability tab > Toggle on Allow Public Access to Files. This setting allows you to set whether or not audio or video files uploaded to the Media Library will be shareable by default. To disable access to a single file within the Media Library, go to the desired file in the Media Library, click the Properties button, and uncheck Enable Public Access.
 
−
129948 - Media library URL and Statistics improvements
 
−
 
 
  
 
====Added a Formula Field to Advanced Data Tables====
 
====Added a Formula Field to Advanced Data Tables====
−
On the Advanced Data Table custom fields, you can now enter a field formula that will run on save and clear of the Advanced Data Table. Fields referenced in the field formula of the Advanced Data Table custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type Special - Advanced Data Table.
+
On the '''Advanced Data Table''' custom fields, you can now enter a field formula that will run on '''Save''' and '''Clear''' of the '''Advanced Data Table'''. Fields referenced in the field formula of the '''Advanced Data Table''' custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type '''Special - Advanced Data Table'''.
 
Note: formulas need to be based on SQL syntax.
 
Note: formulas need to be based on SQL syntax.
−
130741 - Enhancement request for XML (Save on XML popup saves the record as well)
+
<!-- 130741 - Enhancement request for XML (Save on XML popup saves the record as well) -->
−
 
 
  
 
====Added Color Settings to the Gantt Chart Type====
 
====Added Color Settings to the Gantt Chart Type====
−
Added new settings to the Gantt chart type to specify color codes by status, type, or subject. To see this setting, go to the desired custom field of type Special - Chart > Set Data Type to Records related to object > Set Chart Type to Gantt. The two new settings are Color Code By and Colors.
+
Added new settings to the '''Gantt''' chart type to specify color codes by subject, status, type, and more. To see this setting, go to the desired custom field of type '''Special - Chart''' > Set '''Data Type''' to '''Records related to object''' > Set '''Chart Type''' to '''Gantt'''. The two new settings are '''Color Code By '''and''' Colors'''.
 
<!-- 135525 - Gantt Chart Colors -->
 
<!-- 135525 - Gantt Chart Colors -->
 +
 +
[[File:2022-07-ticket-135525-1.png|thumb|none|800px|You can now pick custom colors for charts of the Gantt type based on the values in fields like <strong>Subject</strong>, <strong>Status</strong> and <strong>Type</strong>.]]
 +
 +
====Added Ability to Create Copy Profiles====
 +
To see this new feature that allows you to set up predefined profiles for copying records, go to '''UTA Configuration Settings''' > '''Level 1/2/3''' tab > '''Copy Profiles'''. Additionally, you can also set up the ability to copy a '''Level 1/2/3''' object through a workflow on a status change by using a new '''Task Type''' of '''Trigger Copy Profile'''.
 +
<!-- 120929 - Improved Copy of Level 1s/2s (Phase II) -->
  
 
===Minor Updates===
 
===Minor Updates===
 +
====Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role====
 +
Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of type '''Generate PDF File''' or '''Generate PDF File Asynchronously''' > The new setting is called '''Generate PDF File for'''.
 +
<!-- 128740 - Ability to select which role to generate the pdf as -->
 +
 +
[[File:2022-07-ticket-128740-1.png|thumb|none|800px|PDFs can now be generated via a workflow task as a specific role.]]
 +
 +
====Added Ability to Add Attachments from Configuration Folders in Email Templates====
 +
'''Global Administrators''' editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit a template > '''Default Attachments''' '''(Configuration Folder)'''.
 +
<!-- 124007 - Select Default Attachment for Email Template from Config Folder -->
 +
 +
[[File:2022-07-ticket-124007-1.png|thumb|none|800px|A new field allows Global Administrators to add default attachments from <strong>Configuration Folders</strong> to Email Templates.]]
 +
 
====Added New Date Option====
 
====Added New Date Option====
−
Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab.
+
Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at '''User Menu''' > '''Personal Settings''' > '''Regional''' tab.
 
<!-- 128666 - Enhancement Request - Enable Global Date Format -->
 
<!-- 128666 - Enhancement Request - Enable Global Date Format -->
−
 
−
 
  
 
====Added Standard Field for Pronouns====
 
====Added Standard Field for Pronouns====
−
Added a new user standard field called Pronouns where users can specify their preferred pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns.
+
Added a new user standard field called '''Pronouns''' where users can specify their personal pronouns. To enable this field, go to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''Pronouns'''.
 
<!-- 128683 - Pronouns Field -->
 
<!-- 128683 - Pronouns Field -->
  
−
 
+
[[File:2022-07-ticket-128683-1.png|thumb|none|800px|Users can specify their personal pronouns on their profile by using the new standard field]]
  
 
====Added the Ability to Use an Email Template as the Message Template in Workflow Tasks====
 
====Added the Ability to Use an Email Template as the Message Template in Workflow Tasks====
 
Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update.
 
Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update.
 
We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance.
 
We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance.
−
To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type.
+
To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of the '''Type''' of '''Acknowledgement''' > '''Message Template''' tab > Set the '''Message Type''' to '''Email''' and choose '''Email Template''' for '''Email Type'''.
 
<!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected-->
 
<!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected-->
  
 +
[[File:2022-07-ticket-126882-1.png|thumb|none|800px|New option to use an email template as the message template in workflow tasks]]
  
 
====Added Ability to Autosave New Records====
 
====Added Ability to Autosave New Records====
−
Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions.
+
Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save New Records on Creation'''. This setting applies to new records of the following types: '''UTA Level 1/2/3''', '''Users''', '''Organizations''', and '''Transactions'''.
 
<!-- 132929 - Add an option to auto save new records-->
 
<!-- 132929 - Add an option to auto save new records-->
−
 
  
 
====Added Ability to Update Custom Fields across Versions without Updating the Display Order====
 
====Added Ability to Update Custom Fields across Versions without Updating the Display Order====
−
When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Under If field already exists, select Update. A new toggle will surface called Update Display Order.
+
When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to '''UTA Configuration Settings''' > '''Level 1/2/3''' > '''Custom Fields''' > Select desired fields > Click '''Copy to Other Versions'''. Select '''Update''' for''' If field already exists''' to see the new toggle called '''Update Display Order'''.
 
<!-- 133298 - Versioning and Field Order -->
 
<!-- 133298 - Versioning and Field Order -->
  
−
 
+
[[File:2022-07-ticket-133298-1.png|thumb|none|800px|Users can skip updating the display order when copying custom fields across different versions]]
  
 
====Added Ability to Download All Attachments in a Record from the Record====
 
====Added Ability to Download All Attachments in a Record from the Record====
−
Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files.
+
Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the '''Enable File Download''' feature on list views. To set this feature, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permission''' > '''Features''' tab > '''Enable File Download from Record'''. Once this feature is set, you can go to the desired '''UTA''', '''Organization''', or '''User''' record and click the '''Actions''' menu and select '''Download Files'''.
 
<!-- 133397 - One-click Download-->
 
<!-- 133397 - One-click Download-->
  
 +
[[File:2022-07-ticket-133397-1.png|thumb|none|800px|Users can download all attached files from a record with a single click]]
  
 
====Added Integration for UK Companies House API for Organization Signup Pages====
 
====Added Integration for UK Companies House API for Organization Signup Pages====
−
Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH).
+
Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to '''Global Settings''' > '''Organization''' tab > '''Signup Pages''' > Create or edit a signup page > '''General''' tab > '''Verification Service'''. There is now a new option called '''United Kingdom Companies House (CH)'''. You must set up an integration key in order to use this feature by going to '''Global Settings''' >''' Integrations''' tab > '''Integration Key Management''' > Create a key for Companies House.
 
<!-- 134018 - Companies House Integration (API)-->
 
<!-- 134018 - Companies House Integration (API)-->
−
 
  
 
====Added Default Settings for Custom Field Translation Service====
 
====Added Default Settings for Custom Field Translation Service====
−
Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on located at Global Settings > System tab.
+
Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on '''Enable Translation Service'''. '''Enable Field Translation Service''' must also be toggled on, which is located under '''Global Settings''' > '''System''' tab.
 
<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field-->
 
<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field-->
−
 
  
 
====Added Ability to Add Discussion Board Threads to SmartCards====
 
====Added Ability to Add Discussion Board Threads to SmartCards====
−
Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a star button called Add to SmartCard.
+
Added the ability to add a discussion board thread to '''SmartCards'''. To see this feature, go to '''Menu Icon''' > '''Discussion Board''' > Click on a '''Topic'''. You will now see a list view of existing threads within that topic. Beside each thread, there is now a button with a star icon called '''Add to SmartCard'''.
 
<!-- 122907 - Add Discussion Board thread to SmartCard -->
 
<!-- 122907 - Add Discussion Board thread to SmartCard -->
 +
 +
[[File:2022-07-ticket-122907-1.png|thumb|none|800px|Discussion board threads can be added to <strong>SmartCards</strong>]]
  
 
==Beta Previews==
 
==Beta Previews==
Line 147: Line 171:
  
 
==Notes for Admins==
 
==Notes for Admins==
 +
====Added Export Functionality for Failed Logins, Locked and Expired Accounts====
 +
Added ability to export the '''Failed Login''', '''Locked Accounts''', and '''Expired Accounts'''. To see this, go to '''Global Settings''' > '''Security''' > '''Password and Activation Policies'''. In the left-hand navigation, click on the desired tab. There will now be an '''Export''' button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything. 
 +
<!-- 124468 - Password and Activation Policies Reports -->
 +
 +
[[File:2022-07-ticket-124468-1.png|thumb|none|800px|Failed logins, locked accounts, and expired accounts can now be exported as an Excel file]]
 +
 +
====Added Export Functionality for Message Queue====
 +
Added ability to export '''Message Queue''' list. This will export the following fields: '''To''', '''From''', '''Subject''' and''' Dates'''. The export will not include the body of the message or its attachments. To see the new export, go to '''Menu Icon''' > '''Message Queue''' > click the desired tab and then click the '''Export''' button at the top of the list view.
 +
<!-- 124563 - Export files in Message Queue -->
 +
 +
[[File:2022-07-ticket-124563-1.png|thumb|none|800px|The metadata within the message queue can now be exported]]
 +
 +
====Added Indicator Icon to Message Queue for Email Attachments====
 +
Added a paperclip icon to the list view of emails in the '''Message Queue''' to indicate whether the email contains an attachment.
 +
<!-- 127638 - Email Attachment indicator on Message queue -->
 +
 +
[[File:2022-07-ticket-127638-1.png|thumb|none|800px|The paperclip icon indicates the email contains an attachment]]
 +
 +
====SmartConnect API changes====
 +
Modified the text options under '''Action Types''' for improved clarity.
 +
<!-- 128706 - Consumer/provider custom fields update -->
 +
 +
====Updated Autoloader to Apply Multiple Roles/Categories for New Records====
 +
Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. Depending on the '''Create/Update Behavior''' option chosen, you will see the '''Role/Category''' field now accepts multiple role/category options.
 +
<!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user -->
 +
 +
====Added Link to Profile for Standard Fields====
 +
Added a link beside the '''Created By''' and '''Updated By''' standard fields that open up the corresponding user profile in a new modal window. This setting is applied to '''UTA Level 1/2/3''' records, '''User''' records, and '''Organization''' records. If you navigate to the standard field you can hide this link using the '''Restrict Profile Link''' setting.
 +
<!-- 132989 - Created By Link -->
 +
 +
[[File:2022-07-ticket-132989-1.png|thumb|none|800px|A new link was added to the <strong>Created By</strong> and <strong>Updated By</strong> standard fields to open the corresponding user profile]]
 +
 +
====Updated Login Pages====
 +
Added the ability to specify a '''Logout Redirect URL''' for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.
 +
<!-- 134351 - Add configurable setting for logout redirect url-->
 +
 +
====Added Patch for Document Generation Tools====
 +
Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.
 +
<!-- 135113 - pdfWriter Vulnerability Patch -->
 +
 +
====Added Security Settings to Autoloader Ad Hoc Upload Page====
 +
Added additional role security to autoloader where the ad hoc upload page will check if you are a '''Global Administrator''' or if you have any of the roles permitted to use the URL. If no roles are configured, only the '''Global Administrator''' will have access. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. There will be a new '''Role''' setting under the '''Ad Hoc Upload''' section.
 +
<!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) -->
 +
 +
====Updated State/Province Options for Cayman Islands====
 +
Updated the list of districts (State/Province standard field) for the Cayman Islands
 +
<!-- 137992 - state/province options for cayman islands are not correct -->
 +
 +
====Added Validation to Virtual Folder and Alias Names for Login Pages====
 +
Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.
 +
<!-- 135000 - need URI character sanitization of foldername and alias parameter of login page configurations -->
 +
 +
====Added Role-Based Permission Access the Data Exchange History Log====
 +
Added a new role-based permission settings for the exchange history log, for the '''New Data Exchange'''. To see the setting go to '''Global Settings''' >''' Integrations''' tab > (you must be using the '''New Exchange Type''') '''Import Settings''' or '''Export Settings''' > Edit '''Import/Export Setting''' > The new setting is called '''Exchange History Access'''.
 +
<!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access-->
 +
 +
====Added SmartField Options for Chart Custom Fields====
 +
Added '''SmartField''' settings options to the custom field type '''Special - Chart''' to easily control if charts will be included in '''SmartFields''' or not .
 +
<!-- 137904 - Special Chart custom field is missing the smartfields options -->
 +
 +
====Security Improvements====
 +
Updates to Apache, JavaScript, and Google Maps API. Removed the X-XSS-Protection header from being served by the platform.
 +
<!-- 138391 - Netcraft vulnerability finding 20220612 for Apache config -->
 +
<!-- 137569 - Netcraft Pentest Scan - V1. Outdated JavaScript libraries - Google Maps API-->
 +
<!-- 137794 - API Update Contact - Org association bug and Sonarqube vulnerabilities -->
 +
<!-- 137389 - NetCraft Pentest 04-2022 -->
 +
<!-- 138525 - Home Depot Finding - XSS app_groupemail.jsp -->
 +
<!-- 138526 - Home Depot Finding - XSS app_appobjlogic.jsp -->
 +
<!-- 138552 - Home Depot Finding - XSS app_process.jsp -->
 +
 +
====Header Text Template Field for Portals====
 +
The header text template in portals was deprecated in a previous upgrade. Any content entered into the '''Header Text Template''' options will no longer be visible after this upgrade.
 +
<!-- 136309 - Portal header not displaying -->
 +
<!-- ====Image Compression Exclusion====
 +
Images uploaded to the system that have a width or height of greater than 15,000 pixels will no longer be processed by GORT to create a smaller compressed thumbnail image. Images that do not get processed because of image dimensions will be noted in the GORT log. -->
 +
<!-- 138085 - Image compression exceptions for png files -->
 +
 +
====Deprecate Running Associated Workflow after Change Status Workflow Task Executed on Related Objects====
 +
On new workflow tasks of the type of "'''Change Status'''" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle '''Run Associated Workflow''' on '''Target Objects''' under the target status drop down when the target object has '''Related Objects''' option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off, it will no longer be available.
 +
<!-- 134968 - Deprecate running associated workflow after change status workflow task executed on related objects -->
 +
 +
==Service Packs==
 +
===October 27th 2022 (202210.03)===
 +
====Fixes====
 +
* Fixed an issue with status indicators when used with standard field containers.
 +
 +
<!-- 142086 - Status Indicator Duplicating -->
 +
* Fixed an issue where custom fields with top-aligned captions were not displaying as expected in '''View Mode'''.
 +
 +
<!-- 142378 - QA Issue: Media File Field and Details for Testing field issue -->
 +
 +
===October 20th 2022 (202210.02)===
 +
====Fixes====
 +
* Fixed an issue with the Open button not working on organization contacts and associates when '''Enable Straight Join''' was toggled on for classic reports.
 +
 +
<!-- 141663 - Open Button Not working On Organization Contacts & Associates-->
 +
* Fixed an issue with PDF generation where problematic embedded PDF files did not display a file corruption message in the combined PDF.
 +
 +
<!-- 141235 - Generated PDFs missing biosketches and no error generated -->
 +
* Fixed an issue with '''Annotation Mode''' where the custom field would lose its caption after an annotation activity occurred when the caption was set to be placed above the field.
 +
 +
<!-- 141702 - Annotations Hiding Fields -->
 +
* Fixed an issue that prevented some emails from being sent.
 +
 +
<!-- 142141 - Message not Sending -->
 +
====Other Changes====
 +
* Updated the messaging for the '''Upload - Multiple Files Storage''' custom field to include translations for Catalan and French Canadian.
 +
<!-- 141827 - Upload field Message -->
 +
 +
 +
 +
===October 13th 2022 (202210.01)===
 +
====Fixes====
 +
* Fixed an issue with the rendering and merging operations of PDFs.
 +
 +
<!-- 141755 - Change pdf generation to use temp files for all operations -->
 +
* Fixed an issue with the '''Upload - Single File Storage''' field where its instruction box disappeared when the '''File Upload''' modal window was shown.
 +
 +
<!-- 140766 - Single-File Upload Field Titles and Instructions disappearing (2273) -->
 +
* 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.
 +
 +
<!-- 140986 - Title Bar/Field Instructions Bug -->
 +
* Fixed listview sorting to sort on the type’s '''Caption''' instead of the type’s '''Name'''.
 +
 +
<!-- 140456 - Listview is sorting by Type Name instead of Type Caption -->
 +
====Other Changes====
 +
* Added support for Service Provider (SP) initiated authentication for single sign-on (SSO). Previously, only Identity Provider (IdP) initiated SSO was available. A new '''Multiple Environment Support (MES) Group Identifier''' was also added which may be used to give you a consistent configuration across multiple environments (production, testing, and backup). The system will use the '''Multiple Environment Support Group Identifier''' to detect and render the appropriate SSO link on your login page, based on your environment. To see the new settings, go to '''Global Settings''' > '''Integrations''' tab > '''Single Sign-On''' > Edit a single sign-on configuration.
 +
<!-- 134892 - Service Provider initiated Single Sign On (SP-initiated SSO) -->
 +
 +
* Added a new list type of '''Mixed Record Type''' to the '''Special - Linked Record List''' custom field. This new list type can be used to display multiple list views with different types of records. For example, it can show a listview of consumer activity records and a listview provider activity records in the same '''Linked Record List'''.
 +
 +
<!-- 121428 - Mixed Recordsets for Linked Record Lists -->
 +
* Added the ability to limit which currencies can be selected by the user on the currency standard field. The new settings are called '''Available from Currencies''' and '''Available to Currencies'''.
 +
 +
<!-- 140832 - Batch update buttons accessible in Emulation view only mode -->
 +
* Updated the '''Field History''' to show both the store value and display value for custom fields. The '''Field History''' window can be seen by enabling '''Track Changes''' on dropdown lists, checkboxes, and radio button custom fields.
 +
 +
<!-- 130510 - Enhancement: Show Display Value in Field History -->
 +
* Set the spellcheck attribute to be false on password input fields.
 +
 +
<!-- 141302 - Add spellcheck='false' to password fields -->
 +
* Updated the text for the '''Report Builder Help'''.
 +
 +
<!-- 134051 - Update examples and descriptions in report builder to support allow list of functions -->
 +
* Added support for Polish language translations.
 +
 +
<!-- 141272 - Polish not an option in translation languages -->
 +
* Update jQuery UI to version 1.13.2.
 +
 +
<!-- 140885 - NetCraft Pentest 08-2022 -->
 +
===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'''.
 +
 +
<!-- 70487 - Language Translation Functionality for Email Communication -->
 +
* Updated the wording on the SmartSimple Cloud cookie policy alert for more specificity.
 +
 +
<!-- 141139 - Update alert message for cookie policy -->
 +
===September 15th 2022 (202209.02)===
 +
====Fixes====
 +
* Fixed an issue with the '''Is Container''' setting where container organizations restricted access for associated users.
 +
 +
<!-- 140671 - Contact VS Association -->
 +
* Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.
 +
 +
<!-- 140983 - Report not generating PDF when using link in portal -->
 +
* Fixed an issue in the Gantt charts with the display of the long date format '''January 03, 2022 (mmmm dd, yyyy)'''.
 +
 +
<!-- 140578 - QA Issue: Start/End Date not displaying correctly in Gantt Chart Bars when you have Long date Format set -->
 +
* Fixed an issue with renaming files in SmartFolders.
 +
<!-- 140979 - QA Issue: Blank page if i try and rename file in smartfolder -->
 +
 +
===September 8th 2022 (202209.01)===
 +
====Fixes====
 +
* Fixed an issue where the number of precision values was not being applied to the custom field type '''Special - Chart''' if the chart had a '''Number Format''' set to '''None.'''
 +
 +
<!-- 135527 - Values on Field Special-Chart -->
 +
* Fixed an issue with the “'''Within the last X days”''' clause of the '''Advanced Search''' criteria when the NOT operator was in use.
 +
 +
<!-- 138882 - Listview filter 'Within the last x days' is not working -->
 +
* Fixed an issue with the '''Upload - Multiple File Storage''' field where the file limit could be bypassed by enabling''' Keep Version''', uploading a file with the same name as a previously uploaded file, and utilizing the <code>.uploadlink</code> variable.
 +
 +
<!-- 139097 - More than 2 files can be uploaded to References -->
 +
* Fixed an issue with the versioning on '''Upload - Single File Storage''' field where the file type restriction was not being pulled from the desired version.
 +
 +
<!-- 139967 - Single file upload field error -->
 +
* Fixed an issue with emulating a user where if you switched the language setting, it was not applying the new language setting everywhere.
 +
 +
<!-- 139212 - Language Settings Issue When Emulating Users in French -->
 +
* Fixed an issue with email activities where Level 2 formulas were not executing when an email was created from a Level 1 record directly instead of being triggered by a workflow.
 +
 +
<!-- 139667 - Simons - Type formulas not executing for email activities -->
 +
* Fixed an issue with the '''Lookup - Autocomplete Options''' custom field where records using <code>ssRetiredOptions</code> were appearing in the list of options.
 +
 +
<!-- 140182 - RID Field 1867084 -->
 +
* Fixed an issue with portal sections of the type''' List View''' that are using the '''Record Count''' setting. If a user clicks the '''Show More''' link, the results will no longer be restricted to the height of the section on the previous page.
 +
 +
<!-- 139158 - Smart Connect API Consumer/Provider Update Not Creating a Connection -->
 +
* Fixed an Issue with the SmartConnect API when Consumer was a level 2 and the Provider was a level 1.
 +
 +
<!-- Workflow not triggering when application created -->
 +
* Fixed an issue where status related workflow was not triggered when the initial save on the record was triggered by auto save.
 +
 +
<!-- 140820 - Due diligence (transaction) record issues -->
 +
* Fixed an issue where users were not able to override the lock on status for transactions.
 +
 +
====Other Changes====
 +
* Added a new column to the '''Invitations History''' called '''Invite Sent''' which can be sorted in descending order by date and time. To see the''' Invitation History''', go to the desired UTA record and click '''Logs''' > '''Invitations History'''.
 +
<!-- 138153 - Should invitation history be ordered in descending order based on date like other histories? -->
 +
 +
* Added 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 - no option for translation of file name -->
 +
* Added a new''' Integration Key Management''' option called '''PGP Key''' which can be used for encryption in the report export and decryption in the autoloader.
 +
 +
<!-- 128992 - PGP encryption keys added in the Integration Key Management -->
 +
* Updated the display of the '''Special - Like Button Rating''' custom field so the thumbs up and down will display in PDFs.
 +
 +
<!-- 138081 - The PDF of the Special - Like button rating field need more clarification to details -->
 +
* Updated SmartCheck validation to work with the new long form date format, such as '''January 03, 2022 (mmmm dd, yyyy)'''.
 +
 +
<!-- 140180 - SmartCheck Validation doesn't work with new date format -->
 +
* Added an option of “Last 3 Months” to the '''System Usage Chart''' located at '''Global Settings''' > '''Systems''' tab.
 +
 +
<!-- 138372 - System Usage Chart - All option just shows last 24 hours -->
 +
* Deprecated the classic setting to hide the top button action bar on the user profile. Previously, this setting was located at '''Global Settings''' >''' Security''' tab > '''System Visibility Permissions''' > '''People''' tab > '''Hide Menu Bar'''.
 +
 +
<!-- 139297 - cannot close split screen -->
 +
* Added security patches for open source components.
 +
 +
<!-- 136472 - HP Fortify - Vulnerable Open Source Components -->
 +
* Updated the state/province standard field options for Kenya and the U.K.
 +
 +
<!-- 139609 - Standard Field - State / Province Incorrect for Kenya (ID 1056) -->
 +
<!-- 136592 - Council Area drop down options in Organisation Profile -->
 +
* Updated wording on the SmartSimple Cloud cookie policy for added clarity.
 +
 +
<!-- 139220 - Cookies -->
 +
===August 25th 2022 (202208.02)===
 +
====Fixes====
 +
Fixed an issue where the address book would retrieve multiple addresses for the same organization if the organization '''State''' field was left empty.
 +
<!-- 138441 - Seeing autolaoded orgs listed with multiple addresses -->
 +
 +
===August 11th 2022 (202208.01)===
 +
====Fixes====
 +
* Fixed an issue with custom report search where the search criteria would not automatically minimize when a query was performed.
 +
 +
<!-- 139881 - Custom Report (Intern Search) not displaying results -->
 +
* Fixed an issue with the '''Lookup - Autocomplete Options''' custom field where the field would lose focus when a search was performed.
 +
 +
<!-- 136834 - Priority area/interview location quick edit window -->
 +
* Fixed an issue where running the T2P tool would overwrite the access tokens for Docusign when the integration links option is not selected.
 +
 +
<!-- 138689 - Prevent overwriting DocuSign Access by T2P -->
 +
====Other Changes====
 +
* Added a new option to hide the '''Publications''' tab in the left hand navigation on a level 1 record view. To see this setting, go to '''UTA Configuration Settings''' > '''Level 1''' tab > '''Disable Publications Tab'''.
 +
 +
<!-- 137726 - Hide transactions (publications) from Left Panel -->
 +
* Added archived standard field and custom field audit tables to the '''Report Builder'''.
 +
 +
<!-- 137973 - Older logs not appearing in reports -->
 +
* Updated the pie chart for reports so that the x-axis information is also displayed.
 +
 +
<!-- 138973 - Report Chart Issue (Pie Chart) -->
 +
* 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.
 +
 +
<!-- 139582 - Biosketches not being included in Application Preview after upgrade -->
 +
<!-- 139606 - Behavior of PDF generation using SSAttach when there are errors -->
 +
* Updated the translation files for Danish.
 +
 +
<!-- 139631 - Danish translations for July 2022 upgrade. -->
 +
===August 4th 2022 (202207.03)===
 +
====Fixes====
 +
* Fixed an issue with the French Canadian translation file that prevented web page views from displaying.
 +
 +
<!-- 139697 - WPVs are blank for french users -->
 +
* Fixed an issue with the sorting of rows by '''Last Modified''' date in the custom fields list view.
 +
<!-- 139522 - sort by last modified not working -->
 +
 +
===July 28th 2022 (202207.02)===
 +
====Fixes====
 +
* Fixed an issue with time-based one-time password (TOTP) where the field for entering the code was not visible on the session timeout screen.
 +
 +
<!-- 139477 - QA Issue: Session Timeout login not working with TOTP MFA -->
 +
* Added a server-wide setting to set a maximum API record limit per call, up to a maximum of 25,000 records per call. To set this limit, go to '''Global Settings''' >''' System''' tab > '''Gort Agent''' > '''Server Details '''tab > '''API Record Limit Per Call'''.
 +
 +
<!-- 138655 - Upgrade API call to Max 25000 records per page -->
 +
* Fixed an issue with the display of the thousands separator for currency fields in the '''Advanced Data Table''' using a language setting of Spanish.
 +
 +
<!-- 138702 - Miles separator is not showed in ADT field -->
 +
* Added ability to display '''User Type''' and '''Login Access''' fields in '''User Lookup List Views'''. To see these new options, go to '''Global Settings''' > '''Users''' tab > '''Lookup List Views''' > Edit a list view > '''Columns''' tab.
 +
 +
<!-- 139011 - Point of Contact Field lookup shows incorrectly if user has access -->
 +
====Other Changes====
 +
* Updated the Catalan, Danish, Spanish, and French (Canada) translation files
 +
 +
<!-- 139403 - July 2022 Upgrade translations –>

Latest revision as of 15:45, 25 October 2022

Contents

General Details

Upgrade Dates

Public Cloud Production release date: July 21 2022
Public Cloud Backup release date: June 30 2022

Private Cloud Production (Managed Upgrades) release date: July 28 2022
Private Cloud Backup (Managed Upgrades) release date: July 21 2022

Overview

Watch this video to get a general overview of the new features in this release.


To watch this video in full screen, please click on the full screen button on the bottom right.

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

Updated Behavior to User/Organization Security Matrix

Added a new setting to enable stricter controls for the User/Organization Security Matrix. For new instances, the default behavior of the system will be to apply any settings selected under the Hierarchy Permission section AND any settings selected under the Category/Role section. Currently, the default behavior would choose one section setting OR the other in some scenarios. There is no change in behavior for existing clients. However if you wish to adopt the stricter controls, navigate to Global Settings > Security tab > System Security section > Toggle off Enable Classic Security Matrix Behavior.

Updated Tab Bar to be Visible to All Users Based on Role Permissions

Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see it. Previously users with role permission to see the Tab Bar also had to enable an additional setting under the user menu before they would be able to see it. To enable the tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar.

The Tab Bar will appear the bottom of the page if you have role permission to see it.

Accessibility Mode No Longer Optional

The option to opt out of accessibility mode has been deprecated. Interface elements in all systems will be keyboard accessible to ensure compliance with accessibility standards.

Minor Updates

Retain Page Location on Save

Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location.

Updated Media Library UI

Updated the look of the Media Library and surfaced the Share and Statistics features. Previously, the share and statistics features could be found if you clicked on the Edit Metadata button. The edit metadata button has now been renamed to Properties.

The buttons of the Media Library are consistently styled. The Share and Statistics buttons are now surfaced on the first level.

Added Ability to Copy Signup Pages

Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages.

Updated System Generated PDFs for Top-Aligned Captions to Stay with Content

Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep question and answer content together in PDFs.

When generating PDFs, field caption, instructions and the answer will appear on the same page if Caption Location is set to Above Field and if all 3 can fit on a single page.

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

Added New Multi-Factor Authentication Option

Added an option to send verification codes through SMS messages or email for multi-factor authentication on user roles. To see this option, go to Global Settings > Users tab > Roles > Edit a role > Under the Multi-Factor Authentication dropdown, select Verification code via SMS or Email.

Note: SMS notifications are billable and must be enabled to receive verification codes. Contact us to enable this service on your system.


Users set up with the new multi-factor authentication option will be presented with an option to receive the verification code via email or text message. This option is presented after the user has entered their username and password.

Enhanced Single Sign-On and Added Role Mapping

Updated the single sign-on (SSO) module with greater role mapping functionality to better support identity federation. A new option for role mapping is available, and if enabled, users will be provisioned with only the roles and access as configured within this mapping section, and as described by the SSO assertion received from the Identity Provider system. You may define the list of roles to be monitored or managed, and then from this list, a user upon login will have their user roles updated according to the contents of the SSO assertion. Any mapped roles that are presented in the assertion will be added to the user's profile, while any roles not explicitly presented in the assertion will be removed from the user's profile. Additionally, updates were made to the layout of the configuration page including labels, tooltips, and title bars for added clarity.

Added a new role mapping section to the single sign-on settings page used with federated authentication

Added New Hierarchy Permissions to the User and Organization Security Matrix

Added a new hierarchy permission of Users Under Associated Organizations to the User Security Matrix and Associated Organizations to the Organization Security Matrix. This adds a new scope of access for associated users and organizations within both the User and Organization Security Matrix.

A new hierarchy permission was added to the Organization Security Matrix
A new hierarchy permission was added to the User Security Matrix

Added Ability to Provide Feedback on Invitations

Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to Configuration Settings > Level 1/2/3 tab > Invitation Templates > Edit a template > Invitation Templates tab > Toggle on Enable Input for Decline Reason and/or Enable Input for Accept Reason. To see a list of response reasons from invitees, go to the Invitation tab. If the invitee provided a reason for accepting/declining click the View Reason button.

Invitees can provide feedback about why they accepted or declined an invitation

Added Setting to Trigger a Workflow for Incomplete E-signature Requests

In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired Special - Web Page View custom field with Enable E-signature toggled on to see the new setting called Failed to Complete Workflow.

Added a Formula Field to Advanced Data Tables

On the Advanced Data Table custom fields, you can now enter a field formula that will run on Save and Clear of the Advanced Data Table. Fields referenced in the field formula of the Advanced Data Table custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type Special - Advanced Data Table. Note: formulas need to be based on SQL syntax.

Added Color Settings to the Gantt Chart Type

Added new settings to the Gantt chart type to specify color codes by subject, status, type, and more. To see this setting, go to the desired custom field of type Special - Chart > Set Data Type to Records related to object > Set Chart Type to Gantt. The two new settings are Color Code By and Colors.

You can now pick custom colors for charts of the Gantt type based on the values in fields like Subject, Status and Type.

Added Ability to Create Copy Profiles

To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Configuration Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile.

Minor Updates

Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role

Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for.

PDFs can now be generated via a workflow task as a specific role.

Added Ability to Add Attachments from Configuration Folders in Email Templates

Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit a template > Default Attachments (Configuration Folder).

A new field allows Global Administrators to add default attachments from Configuration Folders to Email Templates.

Added New Date Option

Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab.

Added Standard Field for Pronouns

Added a new user standard field called Pronouns where users can specify their personal pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns.

Users can specify their personal pronouns on their profile by using the new standard field

Added the Ability to Use an Email Template as the Message Template in Workflow Tasks

Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update. We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type.

New option to use an email template as the message template in workflow tasks

Added Ability to Autosave New Records

Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions.

Added Ability to Update Custom Fields across Versions without Updating the Display Order

When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Configuration Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Select Update for If field already exists to see the new toggle called Update Display Order.

Users can skip updating the display order when copying custom fields across different versions

Added Ability to Download All Attachments in a Record from the Record

Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Features tab > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files.

Users can download all attached files from a record with a single click

Added Integration for UK Companies House API for Organization Signup Pages

Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH). You must set up an integration key in order to use this feature by going to Global Settings > Integrations tab > Integration Key Management > Create a key for Companies House.

Added Default Settings for Custom Field Translation Service

Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on, which is located under Global Settings > System tab.

Added Ability to Add Discussion Board Threads to SmartCards

Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a button with a star icon called Add to SmartCard.

Discussion board threads can be added to SmartCards

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added Export Functionality for Failed Logins, Locked and Expired Accounts

Added ability to export the Failed Login, Locked Accounts, and Expired Accounts. To see this, go to Global Settings > Security > Password and Activation Policies. In the left-hand navigation, click on the desired tab. There will now be an Export button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything. 

Failed logins, locked accounts, and expired accounts can now be exported as an Excel file

Added Export Functionality for Message Queue

Added ability to export Message Queue list. This will export the following fields: To, From, Subject and Dates. The export will not include the body of the message or its attachments. To see the new export, go to Menu Icon > Message Queue > click the desired tab and then click the Export button at the top of the list view.

The metadata within the message queue can now be exported

Added Indicator Icon to Message Queue for Email Attachments

Added a paperclip icon to the list view of emails in the Message Queue to indicate whether the email contains an attachment.

The paperclip icon indicates the email contains an attachment

SmartConnect API changes

Modified the text options under Action Types for improved clarity.

Updated Autoloader to Apply Multiple Roles/Categories for New Records

Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. Depending on the Create/Update Behavior option chosen, you will see the Role/Category field now accepts multiple role/category options.

Added Link to Profile for Standard Fields

Added a link beside the Created By and Updated By standard fields that open up the corresponding user profile in a new modal window. This setting is applied to UTA Level 1/2/3 records, User records, and Organization records. If you navigate to the standard field you can hide this link using the Restrict Profile Link setting.

A new link was added to the Created By and Updated By standard fields to open the corresponding user profile

Updated Login Pages

Added the ability to specify a Logout Redirect URL for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.

Added Patch for Document Generation Tools

Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.

Added Security Settings to Autoloader Ad Hoc Upload Page

Added additional role security to autoloader where the ad hoc upload page will check if you are a Global Administrator or if you have any of the roles permitted to use the URL. If no roles are configured, only the Global Administrator will have access. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. There will be a new Role setting under the Ad Hoc Upload section.

Updated State/Province Options for Cayman Islands

Updated the list of districts (State/Province standard field) for the Cayman Islands

Added Validation to Virtual Folder and Alias Names for Login Pages

Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.

Added Role-Based Permission Access the Data Exchange History Log

Added a new role-based permission settings for the exchange history log, for the New Data Exchange. To see the setting go to Global Settings > Integrations tab > (you must be using the New Exchange Type) Import Settings or Export Settings > Edit Import/Export Setting > The new setting is called Exchange History Access.

Added SmartField Options for Chart Custom Fields

Added SmartField settings options to the custom field type Special - Chart to easily control if charts will be included in SmartFields or not .

Security Improvements

Updates to Apache, JavaScript, and Google Maps API. Removed the X-XSS-Protection header from being served by the platform.

Header Text Template Field for Portals

The header text template in portals was deprecated in a previous upgrade. Any content entered into the Header Text Template options will no longer be visible after this upgrade.

Deprecate Running Associated Workflow after Change Status Workflow Task Executed on Related Objects

On new workflow tasks of the type of "Change Status" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle Run Associated Workflow on Target Objects under the target status drop down when the target object has Related Objects option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off, it will no longer be available.

Service Packs

October 27th 2022 (202210.03)

Fixes

  • Fixed an issue with status indicators when used with standard field containers.
  • Fixed an issue where custom fields with top-aligned captions were not displaying as expected in View Mode.


October 20th 2022 (202210.02)

Fixes

  • Fixed an issue with the Open button not working on organization contacts and associates when Enable Straight Join was toggled on for classic reports.
  • Fixed an issue with PDF generation where problematic embedded PDF files did not display a file corruption message in the combined PDF.
  • Fixed an issue with Annotation Mode where the custom field would lose its caption after an annotation activity occurred when the caption was set to be placed above the field.
  • Fixed an issue that prevented some emails from being sent.

Other Changes

  • Updated the messaging for the Upload - Multiple Files Storage custom field to include translations for Catalan and French Canadian.


October 13th 2022 (202210.01)

Fixes

  • Fixed an issue with the rendering and merging operations of PDFs.
  • Fixed an issue with the Upload - Single File Storage field where its instruction box disappeared when the File Upload modal window was shown.
  • 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.
  • Fixed listview sorting to sort on the type’s Caption instead of the type’s Name.

Other Changes

  • Added support for Service Provider (SP) initiated authentication for single sign-on (SSO). Previously, only Identity Provider (IdP) initiated SSO was available. A new Multiple Environment Support (MES) Group Identifier was also added which may be used to give you a consistent configuration across multiple environments (production, testing, and backup). The system will use the Multiple Environment Support Group Identifier to detect and render the appropriate SSO link on your login page, based on your environment. To see the new settings, go to Global Settings > Integrations tab > Single Sign-On > Edit a single sign-on configuration.
  • Added a new list type of Mixed Record Type to the Special - Linked Record List custom field. This new list type can be used to display multiple list views with different types of records. For example, it can show a listview of consumer activity records and a listview provider activity records in the same Linked Record List.
  • Added the ability to limit which currencies can be selected by the user on the currency standard field. The new settings are called Available from Currencies and Available to Currencies.
  • Updated the Field History to show both the store value and display value for custom fields. The Field History window can be seen by enabling Track Changes on dropdown lists, checkboxes, and radio button custom fields.
  • Set the spellcheck attribute to be false on password input fields.
  • Updated the text for the Report Builder Help.
  • Added support for Polish language translations.
  • Update jQuery UI to version 1.13.2.

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.
  • Updated the wording on the SmartSimple Cloud cookie policy alert for more specificity.

September 15th 2022 (202209.02)

Fixes

  • Fixed an issue with the Is Container setting where container organizations restricted access for associated users.
  • Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.
  • Fixed an issue in the Gantt charts with the display of the long date format January 03, 2022 (mmmm dd, yyyy).
  • Fixed an issue with renaming files in SmartFolders.

September 8th 2022 (202209.01)

Fixes

  • Fixed an issue where the number of precision values was not being applied to the custom field type Special - Chart if the chart had a Number Format set to None.
  • Fixed an issue with the “Within the last X days” clause of the Advanced Search criteria when the NOT operator was in use.
  • Fixed an issue with the Upload - Multiple File Storage field where the file limit could be bypassed by enabling Keep Version, uploading a file with the same name as a previously uploaded file, and utilizing the .uploadlink variable.
  • Fixed an issue with the versioning on Upload - Single File Storage field where the file type restriction was not being pulled from the desired version.
  • Fixed an issue with emulating a user where if you switched the language setting, it was not applying the new language setting everywhere.
  • Fixed an issue with email activities where Level 2 formulas were not executing when an email was created from a Level 1 record directly instead of being triggered by a workflow.
  • Fixed an issue with the Lookup - Autocomplete Options custom field where records using ssRetiredOptions were appearing in the list of options.
  • Fixed an issue with portal sections of the type List View that are using the Record Count setting. If a user clicks the Show More link, the results will no longer be restricted to the height of the section on the previous page.
  • Fixed an Issue with the SmartConnect API when Consumer was a level 2 and the Provider was a level 1.
  • Fixed an issue where status related workflow was not triggered when the initial save on the record was triggered by auto save.
  • Fixed an issue where users were not able to override the lock on status for transactions.

Other Changes

  • Added a new column to the Invitations History called Invite Sent which can be sorted in descending order by date and time. To see the Invitation History, go to the desired UTA record and click Logs > Invitations History.
  • Added 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.
  • Added a new Integration Key Management option called PGP Key which can be used for encryption in the report export and decryption in the autoloader.
  • Updated the display of the Special - Like Button Rating custom field so the thumbs up and down will display in PDFs.
  • Updated SmartCheck validation to work with the new long form date format, such as January 03, 2022 (mmmm dd, yyyy).
  • Added an option of “Last 3 Months” to the System Usage Chart located at Global Settings > Systems tab.
  • Deprecated the classic setting to hide the top button action bar on the user profile. Previously, this setting was located at Global Settings > Security tab > System Visibility Permissions > People tab > Hide Menu Bar.
  • Added security patches for open source components.
  • Updated the state/province standard field options for Kenya and the U.K.
  • Updated wording on the SmartSimple Cloud cookie policy for added clarity.

August 25th 2022 (202208.02)

Fixes

Fixed an issue where the address book would retrieve multiple addresses for the same organization if the organization State field was left empty.

August 11th 2022 (202208.01)

Fixes

  • Fixed an issue with custom report search where the search criteria would not automatically minimize when a query was performed.
  • Fixed an issue with the Lookup - Autocomplete Options custom field where the field would lose focus when a search was performed.
  • Fixed an issue where running the T2P tool would overwrite the access tokens for Docusign when the integration links option is not selected.

Other Changes

  • Added a new option to hide the Publications tab in the left hand navigation on a level 1 record view. To see this setting, go to UTA Configuration Settings > Level 1 tab > Disable Publications Tab.
  • Added archived standard field and custom field audit tables to the Report Builder.
  • Updated the pie chart for reports so that the x-axis information is also displayed.
  • 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.
  • Updated the translation files for Danish.

August 4th 2022 (202207.03)

Fixes

  • Fixed an issue with the French Canadian translation file that prevented web page views from displaying.
  • Fixed an issue with the sorting of rows by Last Modified date in the custom fields list view.

July 28th 2022 (202207.02)

Fixes

  • Fixed an issue with time-based one-time password (TOTP) where the field for entering the code was not visible on the session timeout screen.
  • Added a server-wide setting to set a maximum API record limit per call, up to a maximum of 25,000 records per call. To set this limit, go to Global Settings > System tab > Gort Agent > Server Details tab > API Record Limit Per Call.
  • Fixed an issue with the display of the thousands separator for currency fields in the Advanced Data Table using a language setting of Spanish.
  • Added ability to display User Type and Login Access fields in User Lookup List Views. To see these new options, go to Global Settings > Users tab > Lookup List Views > Edit a list view > Columns tab.

Other Changes

  • Updated the Catalan, Danish, Spanish, and French (Canada) translation files


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