Difference between revisions of "Template:November2022Upgrade"

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	==General Details==		==General Details==
	===Upgrade Dates===		===Upgrade Dates===
−	Public Cloud Production release date: '''July 21 2022'''<br />	+	Public Cloud Production release date: '''November 10 2022'''<br />
−	Public Cloud Backup release date: '''June 30 2022'''	+	Public Cloud Backup release date: '''October 27 2022'''
−	Private Cloud Production (Managed Upgrades) release date: '''July 28 2022'''<br />	+	Private Cloud Production (Managed Upgrades) release date: '''November 24 2022'''<br />
−	Private Cloud Backup (Managed Upgrades) release date: '''July 21 2022'''	+	Private Cloud Backup (Managed Upgrades) release date: '''November 10 2022'''
	==Overview==		==Overview==
	Watch this video to get a general overview of the new features in this release.		Watch this video to get a general overview of the new features in this release.
−	{{#ev:youtube|SeqIGYtM9bY}}	+	{{#ev:youtube|bABdVKpzxHg}}
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	===Major Updates===		===Major Updates===
−	====Updated Behavior to User/Organization Security Matrix====	+	====Enforcing Deny Permissions for Portal Pages on Common Role====
−	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'''.	+	Changed the behavior of the '''Deny Access''' permission setting for pages on the '''Common''' portal. This setting will now deny access to the portal page for any roles selected. Previously, the '''Deny Access''' permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off '''Display As Header Link'''. To see the affected setting go to '''Global Settings''' > '''Users''' tab > '''Portals''' > '''Common''' > Edit a '''Portal Page''' > '''Permissions''' tab.
−	<!-- 136836 - Able to access parent organization despite security matrix permissions -->	+	[[File:2022-11-ticket-142111-1.png|thumb|none|800px|The <strong>Deny Access</strong> permission settings will be enforced on the common role.]]
		+	[[File:2022-11-ticket-142111-2.png|thumb|none|800px|The setting that controls visibility of portal pages in the header.]]
		+	<!-- 142111 - Still access portal sections using link if role based permissions applied -->
−	====Updated Tab Bar to be Visible to All Users Based on Role Permissions====	+	====Deprecated Password Variables====
−	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'''.	+	We will be deprecating several password variables for security reasons in 2023. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: <code>@password@</code>, <code>@checkportalpassword@</code>, <code>@checkactivatedpassword@</code>, <code>@randompassword@</code> and <code>@passwordresetlink@</code>. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://<code>@url@@activationlink@</code>. Emails that need to be updated are located at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Password and Activation Policies''' > Click the''' Activation Emails''' tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to '''Menu Icon''' > '''Global Settings''' > '''Communications''' > '''System Email Templates''' > Search for “New User”.
−	<!--132112 - Add ability to default on the Tab bar for new users-->	+	[[File:2022-11-ticket-139473-1.png|thumb|none|800px|Deprecated password variables need to be replaced or removed. For example, this email template was updated to use the activation link variable.]]
		+	<!-- 139473 - Remove ability to retrieve password on request password/new user email templates using variable syntax -->
−	[[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.]]	+	====Enhanced Multi-Factor Authentication====
		+	Moved multi-factor authentication (MFA) settings from the user roles to '''Global Settings''' > '''Security''' tab > '''Password and Activation Policies'''. In this new location, you can enable MFA and assign MFA options to some or all roles from a single central location. Additionally, there is also a new toggle called '''Enable Trusted Device'''. If you enable trusted devices, you can set the time period in which a person who has authenticated into the system can bypass entering the MFA verification code. To learn more on MFA setup, read [[Multi-Factor Authentication|our article on multi-factor authentication]]. '''Note''': in an effort to enhance everyone’s security we will by default enable multifactor authentication for all roles in 2023.
		+	<!-- Ticket ID139210 - MFA remember my computer (trusted device) functionality. -->
		+	[[File:2022-11-ticket-139210-1.png|thumb|none|800px|Multi-factor authentication (MFA) settings have moved and are defined globally instead of on the role.]]
		+	[[File:2022-11-ticket-139210-2.png|thumb|none|800px|Optionally, you can allow users to remember their device for a definable number of days so they don’t need to enter a verification code each time they log in.]]
−	====Accessibility Mode No Longer Optional====	+	====Enhancements to the List View====
−	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.	+	Added system filters to the basic search '''Filter''' drop down. Previously, system filters were only visible when '''Advanced Search''' was toggled on. We also added the ability to set system filters as configuration only. Setting a system filter as configuration only will hide the system filter from the '''Filter''' drop down on the search for end users, but still allow system administrators to select the system filter while configuring their system. Additionally, if you have permission to edit a system filter, you will also see an edit button beside the filter name in the dropdown.
−	<!--128832 - Enable Accessibility mode for everyone-->	+	<!-- 133656 - List views and filter improvements (include system filters in basic search) -->
		+	[[File:2022-11-ticket-133656-1.png|thumb|none|800px|<strong>System Filters</strong> will now appear in the basic search drop down.]]
		+	[[File:2022-11-ticket-133656-2.png|thumb|none|800px|<strong>System Filters</strong> can be flagged as configuration only and then they will not show up in the basic search drop down.]]
	===Minor Updates===		===Minor Updates===
−	====Retain Page Location on Save====	+	====Added Invitations Import Wizard to UTA Level 3s====
−	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.	+	Extended the ability to easily import invitations in bulk using the '''Invitation Import Wizard''' to Level 3s. To see this link, go to '''UTA Settings''' > '''Level 3''' tab > '''Invitation Import Wizard'''.
−	<!--122309 - Save Draft Behavior-->	+	<!-- 124048 - L3 invitation import wizard -->
−	====Updated Media Library UI====	+	====Updated the Transaction Type Settings Page====
−	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'''.	+	Added the left navigation to the '''Transaction Type''' settings page. Specifically, the left-hand navigation now contains a tab for '''Template Page''' and '''Verification Mapping'''. Also, the '''Advanced Logic''' setting has been renamed '''UTA Link Button Condition''' and has been moved to the bottom of the '''Main''' tab. To see these changes, go to '''Global Settings''' > '''Transactions''' tab > '''Types''' and edit a type.
−	<!-- 129948 - Media library URL and Statistics improvements -->	+	<!-- 125402 - Modernize the Transaction Type pages -->
−	[[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 Specify a Role as External Only====
		+	Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the '''Internal User Role Only''' toggle has been replaced with '''Available to'''. This new setting can be used to restrict roles so they can only be given to an internal or an external users. To see this setting, go to '''Global Settings''' > '''Users''' tab > '''Roles''' > Edit a '''Role'''.
		+	<!-- 125839 - Enhancement Request: 'External Role Only' option on roles External -->
		+	[[File:2022-11-ticket-125839-1.png|thumb|none|800px|Setting to restrict roles so they can only be given to internal or external users.]]
−	====Added Ability to Copy Signup Pages====	+	====Added Ability to Create Folders from Autoloader/Scheduled Report Settings 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.	+	Added ability to add a new Smart/Configuration folder directly from the autoloader and scheduled report settings pages if the user has permission. Previously, if the desired folder was not yet created, users would have to go to the '''SmartFolders''' to create a folder and then return to the settings page in order to select the newly created folder. To see the new '''Create Folder''' button, in the Autoloader, go to '''Autoloaders''' > Edit an autoloader > '''General''' tab. The new button appears beside the '''Processing Folder''' input.
−	<!-- 129584 - Add ability to copy a signup page -->	+	<!-- 133982 - Autoloader improvements (folder picker) -->
−	====Updated System Generated PDFs for Top-Aligned Captions to Stay with Content====	+	====Updated Breadcrumb Appearance====
−	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.	+	Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.
−	<!-- 124566 - In system generated PDFs, can captions stay with content -->	+	<!-- 126333 - Breadcrumb (hierarchical record navigation bar) on mobile phone and desktop -->
		+	[[File:2022-11-ticket-126333-1.png|thumb|none|800px|The breadcrumb navigation as it will appear after the upgrade.]]
		+	[[File:2022-11-ticket-126333-2.png|thumb|none|800px|The breadcrumb navigation as it appeared before the upgrade.]]
−	[[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 Ability to Export System Email Templates====
		+	Added a button to the system email templates page to allow for exports. To see the '''Export Email''' button, go to '''Global Settings''' > '''Communications''' tab > '''System Email Templates'''.
		+	<!-- 126880 - Need a way to easily export all system emails -->
−	==On-Demand System Upgrades==	+	====Added Type and Status Filters to Workflow Email Previews====
−	The following features are available immediately with the application of the upgrade, but must first be enabled or configured by a '''Global Administrator''':	+	Added the '''Type''' and '''Status''' filter to the workflow email preview for easier record searching and selection. To see this setting, go to '''Workflows''' > Edit a workflow > '''Tasks''' tab > Edit a task of the '''Acknowledgment''' type > '''Message Template''' tab > '''Preview'''.
		+	<!-- 126881 - Improve email preview lookup from workflow -->
		+	[[File:2022-11-ticket-126881-1.png|thumb|none|800px|Type and Status filter on workflow email preview.]]
−	===Major Updates===	+	====Added Primary Contact Option for UTA Group Emails====
−	====Added New Multi-Factor Authentication Option====	+	Added the '''Primary Contact''' option when creating a group email from a UTA Level 1, 2, and 3 list view.
−	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'''.
−	'''<u>Note:</u>''' SMS notifications are billable and must be enabled to receive verification codes. Contact us to enable this service on your system.	+	'''Note:''' On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the '''Group Email''' button.
−	<!-- 134506 - SMS and email for MFA -->	+	<!-- 127215 - Group Email Recipients -->
		+	[[File:2022-11-ticket-127215-1.png|thumb|none|800px|Primary Contact option now surfaced on UTA Group Emails.]]
		+	====Added Ability to Lookup Email Templates in Group Emails====
		+	Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to '''UTA''' > Select desired records > Click '''Group Email''' > Select users and click '''Next''' > Click the '''Template''' field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.
		+	<!-- 138069 - Enhancement - Improve Template Selection in the New Email/Message Centre -->
		+	[[File:2022-11-ticket-000-1.png|thumb|none|800px|When creating a group email, type to filter available email templates making it easier to find that desired email template.]]
−	[[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.]]	+	====Added Invitation Details Button====
		+	Added a new button called '''Details''' to the invitations page. This new button will appear for every invitation and shows '''Invited Date''', '''Last Updated''', '''Response Date''' and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired '''UTA''' > Open a record > Click '''Invitations''' on the left-hand navigation.
		+	<!-- 128627 - Enhancement to Invitations feature, add date of invite/accept/decline -->
		+	[[File:2022-11-ticket-128627-1.png|thumb|none|800px|New Invitation Details button makes it easier to see more information.]]
−	====Enhanced Single Sign-On and Added Role Mapping====	+	====Added Search to Activity List Views on Record Pages====
−	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 search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 '''Activity''' tab to see the list view with search options. On level 2 records, click on the Level 3 '''Activity''' tab to see the list view with search options.
−	<!-- 124791 - SSO to update roles for existing users for a fully federated SSO -->	+	<!-- 130906 - Add search to left-hand menu activity list views -->
		+	[[File:2022-11-ticket-130906-1.png|thumb|none|800px|Added search to activity list views on the record.]]
−	[[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]]	+	====Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls====
		+	Added the ability to use custom lookup fields as the primary fields in''' Dynamic Field Visibility Controls'''. To set up custom lookup options, create a '''Select One -Dropdown List''' with '''Enable Dynamic Content''' and '''Use Custom Lookup Options''' toggled on. To specify a custom lookup options field, go to '''UTA Settings''' > '''Level 1''' tab > '''Dynamic Field Visibility Controls''' > Create a new visibility control > Once saved, set the '''Primary Field''' to be the desired '''Custom Lookup Options''' field.
		+	<!-- 133369 - Allow Dynamic Field Visibility to work with Custom Lookup Options -->
−	====Added New Hierarchy Permissions to the User and Organization Security Matrix====	+	====Added Configuration Mode in View Mode====
−	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'''.	+	Added ability to enter '''Configuration Mode''' when a record is in '''View Mode'''. Previously, '''Configuration Mode''' was only available when records were in '''Edit Mode'''. '''Configuration Mode''' can be found under the '''Tools''' menu for '''User''', '''Company''', and '''Level 1''' record pages.
−	<!-- 126369 - Request for user-organization-association roles on security matrix -->	+	<!-- 133786 - Make Configuration mode available in view mode -->
−	[[File:2022-07-ticket-126369-1.png|thumb|none|800px|A new hierarchy permission was added to the <strong> Organization Security Matrix</strong>]]	+	====Added Default Page Layout Option to the Web Page View Custom Field====
		+	Added a new setting for '''Special - Web Page View''' custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new '''Default''' option whenever possible. This ensures you always have the latest template. There is a''' Custom''' option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the '''General Settings''' tab, the new setting is called '''Page Layout'''.
		+	<!-- 134367 - Default/Custom page layout option for web page view fields -->
		+	[[File:2022-11-ticket-134367-1.png|thumb|none|800px|New web page view option to always have the latest and greatest template or choose custom to see and modify the template.]]
−	[[File:2022-07-ticket-126369-2.png|thumb|none|800px|A new hierarchy permission was added to the <strong>User Security Matrix</strong>]]	+	====Added Tab for for Failed E-Signatures to Queue====
		+	Added a '''Failed''' tab to the '''E-Signatures Queue''' to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to '''Global Settings''' >''' Integrations''' >''' E-signature Queue''' > '''Failed''' tab.
		+	<!-- 138900 - E-signature Failed documents list -->
−	====Added Ability to Provide Feedback on Invitations====	+	====Updated Notes Tab to be Hidden on Record Pages====
−	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.	+	Updated '''Notes''' tab to be hidden on records pages for users who do not have permission to view any note types.
−	<!-- 128237 - Enhancement - Form in the Invitation -->	+	<!-- 141343 - Notes to be hidden for INNOWWIDE -->
−	[[File:2022-07-ticket-128237-1.png|thumb|none|800px|Invitees can provide feedback about why they accepted or declined an invitation]]	+	==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''':
−	====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====	+	===Major Updates===
−	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 Ability to Autosave Fields====
−	<!-- 127705 - Adobe Integration Enhancement Request-->	+	Added an option to autosave fields on the record page. If you enable this option, data entered into an input will be saved when you click out of the input. A small green notification (toast message) will display on top of the screen to indicate the change has been saved. To turn on this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save Field Values when Editing Records'''.
−	====Added a Formula Field to Advanced Data Tables====	+	<u>'''Note:''' </u>This feature requires '''Record Lock''' to be enabled and not all fields support autosave. For example, the '''Type''' and '''Status''' standard fields will not autosave.
−	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'''.	+	<!-- 132932 - Autosave field values-->
−	Note: formulas need to be based on SQL syntax.	+	[[File:2022-11-ticket-132932-1.png|thumb|none|800px|If enabled the option to autosave fields will save field values when you leave a field. A toast message will be displayed when values are saved.]]
−	<!-- 130741 - Enhancement request for XML (Save on XML popup saves the record as well) -->
−	====Added Color Settings to the Gantt Chart Type====	+	====Added New Button Color Classes====
−	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'''.	+	Added a new setting for save, submit and delete buttons which gives you the ability to adjust the visual priority of buttons. Buttons can now be color-coded using predefined styles. For example, you could make all continuation actions green while negative actions red. A neutral color could be used for secondary buttons. To configure default, save and delete buttons go to '''Global Settings''' > '''Branding''' tab > '''Colors and Styles'''. To configure custom save and submit buttons go to the desired '''UTA''', '''Organization''',''' User''', or '''Transaction''' tab and click the '''Submit and Save Buttons''' link.
−	<!-- 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>.]]	+	<u>'''Note:'''</u> Button colors will not apply to configuration pages. After applying button colors, it is recommended that you log out and clear your browser cache to see changes.
		+	<!-- 127822 - Capability to change button colors -->
		+	[[File:2022-11-ticket-127822-1.png|thumb|none|800px|Adjust the visual priority of buttons with color classes.]]
		+	[[File:2022-11-ticket-127822-2.png|thumb|none|800px|color class options.]]
−	====Added Ability to Create Copy Profiles====	+	====Added Ability to Make Media Files Publicly Shareable by Default====
−	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'''.	+	Added setting to enable media library files to be publicly available for streaming by default. To use this feature, go to the settings for the desired '''Upload - Multiple Files Storage''' custom field that has '''Media Library''' enabled and toggle on '''Enable Media Sharing by Default'''. Previously, video and audio files were not shareable by default and users needed to manually enable sharing on each file one by one after upload.
−	<!-- 120929 - Improved Copy of Level 1s/2s (Phase II) -->	+	<!-- 133789 - Add a field level setting to the Media library, to default all videos to be publicly available -->
		+	[[File:2022-11-ticket-133789-1.png|thumb|none|800px|New option to make media shareable (publicly available for streaming) by default.]]
	===Minor Updates===		===Minor Updates===
−	====Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role====	+	====Added Option to Add a Subject Line to Notes====
−	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'''.	+	Added setting to allow subject lines for the notes. Additionally, the notes can also be collapsed. If this new setting is enabled, individual notes can be collapsed and expanded. To enable this feature, go to '''Global Settings''' > '''System''' tab > Toggle on '''Enable Subject Line for Notes'''.
−	<!-- 128740 - Ability to select which role to generate the pdf as -->	+	<!-- 138067 - Enhancements - Subject Line for Notes & Ability to Collapse -->
−		+	[[File:2022-11-ticket-138067-1.png|thumb|none|800px|New option to add a subject to notes. If you opt in you can also collapse individual notes.]]
−	[[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 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 -->
−
−	====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'''.
−	<!-- 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====
−	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'''.
−	<!-- 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 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-->
−	====Added Ability to Update Custom Fields across Versions without Updating the Display Order====	+	====Added Ability to Link a Shortcut to a Page====
−	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'''.	+	Added a new '''Action Type''' called '''Page''' to portal shortcuts to make it easier to link to a page. To see this setting, go to '''Global Settings''' >''' Users''' tab > '''Portals''' > Edit a portal > Click '''Shortcuts''' in the top action bar > Edit a shortcut with the '''Style''' set to '''Icon''', '''Image''' or '''Text''' > Set '''Action Type''' to''' Page'''.
−	<!-- 133298 - Versioning and Field Order -->	+	<!-- 126821 - Make it easy to link a shortcut to a page. -->
−	[[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 for Autoloader to Add and Update Longitude and Latitude====
		+	Added ability to add and update''' Longitude''' and '''Latitude''' standard fields for''' Company''', '''People''' and '''Level 2''' autoloaders. To see this new setting, '''Autoloaders''' > Edit an autoloader > '''File Layout''' tab > under '''Column Mapping'''.
		+	<!-- 141216 - Autoloader - to add sf.longitude and sf.latitude -->
−	====Added Ability to Download All Attachments in a Record from the Record====	+	====Added Metadata Mapping for Stripe Payments====
−	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'''.	+	When configuring payment forms of the type '''Credit Card (Stripe)''' under the '''Connectivity''' tab of a UTA, you can now define '''Metadata Mapping''', mapped data will be included in the charge submitted to Stripe.
−	<!-- 133397 - One-click Download-->	+	<!-- 126287 - Stripe Payment -->
−
−	[[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 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)-->
−
−	====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.
−	<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field-->
−
−	====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'''.
−	<!-- 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 171:		Line 164:
	==Notes for Admins==		==Notes for Admins==
−	====Added Export Functionality for Failed Logins, Locked and Expired Accounts====	+	====Added Version Option for Custom Fields Permissions Quick Edit====
−	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.	+	Added ability to target custom fields by version when using the '''Permissions Quick Edit''' feature. To see this setting, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permissions Quick Edit''' button in the list view button bar.
−	<!-- 124468 - Password and Activation Policies Reports -->	+	<!-- 129133 - Custom Fields - Quick Edit Permissions -->
−	[[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]]	+	====Deprecated Damvad Analytics Integration====
		+	Deprecated Similarity Identification Integration by DAMVAD Analytics.
		+	<!-- 140279 - DAMVAD integration -->
−	====Added Export Functionality for Message Queue====	+	====Added Ability to Get Translation Details in the API====
−	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.	+	Added ability to get translations using the [https://dev.smartsimpleqa.com/devtools/api.html?apiversion=2 SmartSimple API]. Results are returned in an array.
−	<!-- 124563 - Export files in Message Queue -->	+	<!-- 126424 - Adding of translation details to meta data -->
−	[[File:2022-07-ticket-124563-1.png|thumb|none|800px|The metadata within the message queue can now be exported]]	+	====Configuration Folders and Files Included in Cloning Scripts====
		+	When systems are cloned, '''Configuration Folders''' and the files within will be included in the cloning scripts.
		+	<!-- 128348 - Cloning - Include Configuration Folders and Contents and Portal Config Images -->
−	====Added Indicator Icon to Message Queue for Email Attachments====	+	====Added Option to Bypass Secure Session Validation Based on IP Addresses====
−	Added a paperclip icon to the list view of emails in the '''Message Queue''' to indicate whether the email contains an attachment.	+	Added a setting called IP addresses to bypass secure session validation. This setting is only visible if '''Disable Secure Session Management''' is toggled off. This new setting allows you to keep secure session management active for all users while allowing some users to bypass this security. This setting is located at '''Global Settings''' > '''Security''' tab.
−	<!-- 127638 - Email Attachment indicator on Message queue -->	+	<!-- 136789 - Whitelisting IP option to use with Secure Session Management -->
−	[[File:2022-07-ticket-127638-1.png|thumb|none|800px|The paperclip icon indicates the email contains an attachment]]	+	====Deprecated the Use HTML Table Option====
		+	Deprecated the '''Use HTML Table''' option in the Autoloader.
		+	<!-- 140945 - Autoloader setting: html table that can be deprecated -->
−	====SmartConnect API changes====	+	====Added Dynamic Visibility Controls to the Custom Field Search Reference====
−	Modified the text options under '''Action Types''' for improved clarity.	+	Added the ability to see '''Dynamic Visibility Controls''' in the custom field '''Search Reference'''. This makes it easier to identify the field that controls the visibility of a custom field.
−	<!-- 128706 - Consumer/provider custom fields update -->	+	130177 - Show related Dynamic Field Visibility Controls in Search Reference
−	====Updated Autoloader to Apply Multiple Roles/Categories for New Records====	+	====Added Error Message to Media Library====
−	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 an error message in the '''Media Library''' that will display if a video or audio file fails to be processed.
−	<!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user -->	+	<!-- 132058 - Media library failure message and checking -->
−	====Added Link to Profile for Standard Fields====	+	====Added Ability to Link and Unlink Transactions with API====
−	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.	+	Added the ability to link and unlink transactions from the Level 1 and Level 2 using the [https://dev.smartsimpleqa.com/devtools/api.html?apiversion=2 SmartConnect API version 2]. This gives you the ability to remove the relationship without deleting the transaction. Adding transactions to the Level 2 is also now supported.
−	<!-- 132989 - Created By Link -->	+	<!-- 134010 - SmartConnect API link and unlink transactions from Objects -->
−	[[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]]	+	====Added Ability to Limit API Access to Reports====
		+	Added ability to limit which reports can be requested with an API call. The new setting called '''Reports''' can be found by navigating to '''Global Settings''' > '''Integrations''' tab > '''SmartConnect API''' and editing an API function of the '''Object Type''' called '''Report'''.
		+	<!-- 135052 - Can we arrange API access for only 1 report? -->
−	====Updated Login Pages====	+	====Updated Appearance of the Data Exchange Summary====
−	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.	+	Updated the look of the classic '''Data Exchange Summary''' that shows incoming and outgoing packages on UTA records. The new message can be collapsed to take up less space.
−	<!-- 134351 - Add configurable setting for logout redirect url-->	+	<!-- 132293 - Hide field -->
−	====Added Patch for Document Generation Tools====	+	====The Country Formerly Known as Turkey Will Now Appear as Türkiye====
−	Added additional validation to document generation tools, such as PDFWriter and DOCXWriter.	+	Updated the '''Country''' standard field list to use the label Türkiye for the country formerly known as Turkey. Türkiye is the officially requested label for the country.
−	<!-- 135113 - pdfWriter Vulnerability Patch -->	+	<!-- 141553 - Turkey > Türkiye : Official country change name -->
−	====Added Security Settings to Autoloader Ad Hoc Upload Page====	+	====Added Support for Copy Profiles in Batch Update Buttons====
−	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.	+	Added support for '''Copy Profiles''' in custom '''Batch Update Buttons'''. To see the new option, edit the desired list view > '''Batch Update Buttons''' tab > Edit a button of the type '''Copy'''.
−	<!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) -->	+	<!-- 141204 - Batch update button (Copy feature) does not store source ID -->
−	====Updated State/Province Options for Cayman Islands====	+	====Updated Report Builder Support====
−	Updated the list of districts (State/Province standard field) for the Cayman Islands	+	Updated '''Report Builder''' to support <code>SS_FUNC.ADDBUSDAYS</code>, <code>SS_FUNC.COUNTBUSDAYS</code>, <code>SS_FUNC.COUNTWEEKDAYS</code> functions to assist with complex date calculations.
−	<!-- 137992 - state/province options for cayman islands are not correct -->	+	<!-- 141877 - MySQL Function Support -->
−	====Added Validation to Virtual Folder and Alias Names for Login Pages====	+	====Updated TLS to Enforce 1.2 for Added Security====
−	Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.	+	Updated "Transport Layer Security (TLS)" references to enforce version 1.2 for improved security. TLS 1.0 and 1.1 are no longer supported.
−	<!-- 135000 - need URI character sanitization of foldername and alias parameter of login page configurations -->	+	<!-- 140404 - HP Fortify - Insecure Transport: Weak SSL Protocol -->
−	====Added Role-Based Permission Access the Data Exchange History Log====	+	====Invalid Characters in E-signature File Names Replaced with Underscores====
−	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'''.	+	Invalid characters for e-signature file names will be replaced with underscores to ensure the signing process completes successfully.
−	<!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access-->	+	<!-- 142043 - Signed Contract Not Received from Adobe -->
−
−	====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==		==Service Packs==
−	===October 27th 2022 (202210.03)===	+	===February 23th 2023 (202302.03)===
	====Fixes====		====Fixes====
−	* Fixed an issue with status indicators when used with standard field containers.	+	* Fixed memory issue for the service process manager (Gort Automation).
		+	<!-- 146147 - Gort locked on image compressing task -->
−	<!-- 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 -->	+	===February 16th 2023 (202302.02)===
−	===October 20th 2022 (202210.02)===
	====Fixes====		====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''' Advanced Data Tables''' where cells were not populating on initial load under some circumstances.
−
−	<!-- 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 -->	+	<!-- 141737 - ADT not show information in calculated columns-->
−	* Fixed an issue that prevented some emails from being sent.	+	* Fixed an issue where changing a user to a''' Global Administrator''' was not retained.
		+	<!-- 145408 - Global Admin toggle not sticking on internal contact -->
		+	* Fixed an issue with the '''Text Box – Date and Time''' custom field where the time was not rounding correctly when the time was converted to another time zone.
		+	<!-- 145622 - DateTime field incrementing by 30minutes on save -->
−	<!-- 142141 - Message not Sending -->
	====Other Changes====		====Other Changes====
−	* Updated the messaging for the '''Upload - Multiple Files Storage''' custom field to include translations for Catalan and French Canadian.	+	* Updated missing Spanish translations for group emails and the password activation page.
−	<!-- 141827 - Upload field Message -->
		+	<!-- 145670 - The generate password page is not translated -->
		+	<!-- 145286 - Group Email window header translation -->
		+	===February 9th 2023 (202302.01)===
		+	====Fixes====
		+	* Fixed an issue with the delete permissions on the duplicate check user/organization page so users with permission are able to delete an organization/user while merging.
−	===October 13th 2022 (202210.01)===	+	<!-- 144732 - Security issue with org deletion -->
−	====Fixes====	+	* Fixed an issue with the processing of negative numbers for Norwegian krone (NOR) and Swedish krona (SEK) currency where the negative indicator on the currency value was stripped.
−	* Fixed an issue with the rendering and merging operations of PDFs.
−	<!-- 141755 - Change pdf generation to use temp files for all operations -->	+	<!-- 145047 - Issue with negative numbers in the system -->
−	* 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 comparing dates for autoloader file processing.
−	<!-- 140766 - Single-File Upload Field Titles and Instructions disappearing (2273) -->	+	<!-- 144908 - Autoloader appears stuck. Status is 'running 2023-01-12 12:25:04' -->
−	* 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 an issue with how the''' Forgot Password''' screen was rendering on mobile devices.
−	<!-- 140986 - Title Bar/Field Instructions Bug -->	+	<!-- 144106 - Forget Password Link - Android and Apple Mobile Browsers -->
−	* Fixed listview sorting to sort on the type’s '''Caption''' instead of the type’s '''Name'''.	+	* Fixed an issue with the '''Message Center''' where a file could not be removed from a selected template if it contained a single quote ( ' )in the filename.
−	<!-- 140456 - Listview is sorting by Type Name instead of Type Caption -->	+	<!-- 138660 - Cant remove file with Message Centre if it has single quote in the name -->
	====Other Changes====		====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.	+	* Updated the user’s personal settings to no longer display the time-based one-time password (TOTP) key and QR code that was associated with multi-factor authentication (MFA). This was hidden to enhance security. The '''TOTP Secret Key''' and '''TOTP QR Code''' are now only visible when you first set up TOTP. You can generate a new secret key and QR code by going to the desired user profile record and clicking '''Actions''' >''' Edit roles and access''' > '''Reset TOTP'''.
−	<!-- 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'''.	+	* Updated the''' Web Page View''' field to have a toggle for SmartFields. By enabling the SmartFields template, the HTML and CSS used to create a PDF of the fields on this record will be automatically generated. This is recommended over adding the SmartField template manually as you will not be required to update existing templates in the future.
−	<!-- 121428 - Mixed Recordsets for Linked Record Lists -->	+	<!-- 145592 - Web page view, don’t hide template by default -->
−	* 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'''.	+	<!-- 121945 - Update two-factor process -->
		+	* Updated email behavior on backup servers to allow the sending of multi-factor authentication (MFA) verification codes as well as password resets. Other emails on backup servers will not be sent.
−	<!-- 140832 - Batch update buttons accessible in Emulation view only mode -->	+	<!-- 140928 - securing all email sending functions in the system on backup environments (MFA) -->
−	* 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.	+	* Enhanced system security by adding additional checks and blocking uploads of files with certain extensions.
−	<!-- 130510 - Enhancement: Show Display Value in Field History -->	+	<!-- 144430 - SmartFolders - File upload security and general issues -->
−	* Set the spellcheck attribute to be false on password input fields.	+	* Updated missing translation country names for Danish, Spanish, and Catalan.
−	<!-- 141302 - Add spellcheck='false' to password fields -->	+	<!-- 143763 - Country options not displaying as user's language -->
−	* Updated the text for the '''Report Builder Help'''.	+	* Updated cookie policy to reflect the new cookie used to support trusted devices when multi-factor authentication (MFA) is enabled.
−	<!-- 134051 - Update examples and descriptions in report builder to support allow list of functions -->	+	<!-- 143518 - Update to cookie policy page to reflect fact we no longer just have session-based cookie -->
−	* Added support for Polish language translations.	+	* Deprecated the '''RSA Disconnected Token''' option from the multi-factor authentication (MFA) dropdown on user roles.
−	<!-- 141272 - Polish not an option in translation languages -->	+	<!-- 139685 - Deprecate the RSA disconnected token option for MFA -->
−	* 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 -->	+	===January 19th 2023 (202301.02)===
−	* 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====		====Fixes====
−	* Fixed an issue with the '''Is Container''' setting where container organizations restricted access for associated users.	+	* Fixed an issue with the query for finding custom field ID from the custom field name to improve the speed of validation using SmartCheck.
−	<!-- 140671 - Contact VS Association -->	+	<!-- 145040 - SmartCheck Validation Slowness -->
−	* Fixed an issue where reports were not generating PDFs when using a portal link for encrypted content.	+	* Fixed an error in the '''Archive Scheduler'''.
		+	<!-- 141637 - Archive not placing files on our SFTP -->
−	<!-- 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)===	+	===January 12th 2023 (202301.01)===
	====Fixes====		====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 where reports that were not set to be publicly accessible were able to open web page views externally. After this release if you want a web page view to be publicly available via a report you must set the report to be internet enabled and then go to the web page view custom field and allow public access.
−	<!-- 135527 - Values on Field Special-Chart -->	+	<!-- 144055 - Searching on Bing returns results that should not be publicly accessible -->
−	* 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 displaying the '''Lookup - Autocomplete Options''' field in a list view where only the first of multiple selected options were visible.
−	<!-- 138882 - Listview filter 'Within the last x days' is not working -->	+	<!-- 117079 - Lookup - Autocomplete field not showing all data in list view
−	* 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.	+	-->
		+	* Fixed an issue with duplicate SmartCheck validation messages displaying under a file upload field.
−	<!-- 139097 - More than 2 files can be uploaded to References -->	+	<!-- 140019 - Double Validation Message Appearing in Application
−	* 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 the group email wizard where the''' From''' address and attachments were not preserved if the user clicked the '''Preview''' button and then clicked the '''Back''' button.
−	<!-- 139967 - Single file upload field error -->	+	<!-- 141725 - Group email from address reverted if you click preview, then back
−	* 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 the download files feature where the generated file was empty if the field was stored to another field.
−	<!-- 139212 - Language Settings Issue When Emulating Users in French -->	+	<!-- 143499 - Download files feature generating empty zip files
−	* 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 aspect ratio of thumbnails in the '''Media Library''' at lower resolutions.
−	<!-- 139667 - Simons - Type formulas not executing for email activities -->	+	<!-- 142550 - Media Library Images Aspect Ratio Issue in MS Edge on Mac OS -->
−	* Fixed an issue with the '''Lookup - Autocomplete Options''' custom field where records using <code>ssRetiredOptions</code> were appearing in the list of options.	+	<!-- 142703 - QA Issue: Issues with media files being unplayabale -->
		+	* Fixed an issue with charts where the x-axis was displaying the store value instead of the display value.
−	<!-- 140182 - RID Field 1867084 -->	+	<!-- 142666 - Bug on Charts? Showing dropdown 'code/number' instead of 'option text' -->
−	* 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====		====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'''.	+	* Updated multi-factor authentication to be more secure and easier to set up. Roles using the time-based one-time password (TOTP) will now automatically be brought to a new instruction screen after being activated. Resetting a user's TOTP MFA must now be done by going to the desired users profile and selecting''' Actions''' > '''Edit roles and access''' > '''Reset TOTP'''. There is also a new permission on roles called '''Roles this role can reset TOTP for'''. This new permission is used to specify which roles can reset a user's TOTP.
−	<!-- 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'''.	+	<!-- 143115 - MFA Email/Text Code allowed attempts and Lockout Duration -->
		+	* Updated autoloader behavior where when new users and organizations are created via the autoloader, no country will be set if no default country is specified. Previously new users or organizations would be given the country value of Canada if no default value was set.
−	<!-- 114975 - no option for translation of file name -->	+	<!-- 143525 - Users created with wrong country -->
−	* 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.	+	* Added a new option to set which fields should be refreshed upon changes to a record in a linked record list. To see this new setting, edit a '''Special - Linked Record List''' custom field and the setting is called '''Refresh On Update'''.
		+	<!-- 130352 - L1 form doesn't refresh when changes are made to a L2 in a modal window -->
−	<!-- 128992 - PGP encryption keys added in the Integration Key Management -->	+	<!-- Implemented various measures. -->
−	* Updated the display of the '''Special - Like Button Rating''' custom field so the thumbs up and down will display in PDFs.	+	<!-- 142337 - Netcraft pen test 202208 section 7 -->
		+	<!-- 143863 - NOV2022 - Burpsuite Security Scan results -->
		+	<!-- 144428 - Security Vulnerability - Cross Site Scripting -->
		+	<!-- 144124 - The Home Depot Foundation - Synack Vulnerability - IDOR to edit+delete any status -->
		+	<!-- 143534 - Add option to 'Link Device' on TOTP MFA code screen -->
		+	* Updated labels for '''System Visibility Permissions''' found on the '''People''' tab which are related to hiding items in the '''User Menu'''. Specifically, the labels for items found under the '''Manage''' heading in the user menu have changed (Profile, Password, Personal Settings, Roles and Access, Filters, and Resource).
		+	<!-- 141534 - Not sure Personal Settings - Menu Access is working as expected -->
−	<!-- 138081 - The PDF of the Special - Like button rating field need more clarification to details -->	+	* Updated some elements used in portal configuration for improved UX. Specifically, the portal page content type is now surfaced in the '''Portal Page''' list view and the content type called '''Single Page''' has been renamed''' Direct Link'''.
−	* 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 -->	+	<!-- 113759 - UX and behaviour problems with portal config -->
−	* Added an option of “Last 3 Months” to the '''System Usage Chart''' located at '''Global Settings''' > '''Systems''' tab.	+	* Updated the look of aggregate shortcuts to automatically reduce the size of text to accommodate up to 14 characters on desktop resolutions.
−	<!-- 138372 - System Usage Chart - All option just shows last 24 hours -->	+	<!-- 124202 - aggregate shortcuts with big numbers -->
−	* 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'''.	+	* Updated '''Report Builder Help''' to include functions used with business day calculations. Specifically, SS_FUNC.ADDBUSDAYS, SS_FUNC.COUNTBUSDAYS, and SS_FUNC.COUNTWEEKDAYS which are found under the platform options tab in the help.
		+	<!-- 143021 - Adding ss_func syntax to report builder help -->
−	<!-- 139297 - cannot close split screen -->	+	* Updated T2P tool by removing the email broadcast table. Email broadcasts created on a dev environment will no longer be promoted to production environments.
−	* Added security patches for open source components.
−	<!-- 136472 - HP Fortify - Vulnerable Open Source Components -->	+	<!-- 143602 - T2P Tool update for email broadcast table -->
−	* Updated the state/province standard field options for Kenya and the U.K.	+	* Deprecated the SmartSimple mobile app.
−	<!-- 139609 - Standard Field - State / Province Incorrect for Kenya (ID 1056) -->	+	<!-- 140599 - Deprecate the mobile app -->
−	<!-- 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)===	+	===December 1st 2022 (202211.03)===
	====Fixes====		====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 records opening in a modal window rather than a full window in a portal.
−	<!-- 139881 - Custom Report (Intern Search) not displaying results -->	+	<!-- 143441 - Issue when opening applications from portal -->
−	* 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 workflow tasks were not adding new roles to users because certain permissions were not found.
−	<!-- 136834 - Priority area/interview location quick edit window -->	+	<!-- 143604 - Update Role WF Task not adding role to users -->
−	* 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 -->	+	===November 24th 2022 (202211.02)===
−	* 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====		====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.	+	* Fixed an issue with line breaks in autoloader files not working when encapsulated in double quotes.
−	<!-- 139477 - QA Issue: Session Timeout login not working with TOTP MFA -->	+	<!-- 143244 - Line Breaks in Autoloader file not working with double quotes -->
−	* 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 '''Start Date''' and '''End Date''' fields when using '''Quick Edit''' on '''Transactions'''. This affected users that had a different timezone than the server.
−	<!-- 138655 - Upgrade API call to Max 25000 records per page -->	+	<!-- 131006 - Stamping of date issue when changed through Quick Edit button on Publication tab -->
−	* 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====		====Other Changes====
−	* Updated the Catalan, Danish, Spanish, and French (Canada) translation files	+	* Updates to Danish and Portuguese translations.
−		+	<!-- 143586 - November translations for Danish and Portuguese -->
−	<!-- 139403 - July 2022 Upgrade translations –>

---

Latest revision as of 13:24, 24 October 2023

General Details

Upgrade Dates

Public Cloud Production release date: November 10 2022
Public Cloud Backup release date: October 27 2022

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

Enforcing Deny Permissions for Portal Pages on Common Role

Changed the behavior of the Deny Access permission setting for pages on the Common portal. This setting will now deny access to the portal page for any roles selected. Previously, the Deny Access permission hid the link from view in the main header menu but the page was still accessible via a portal shortcut. If you want to hide a portal page but still allow people to access the portal page via a shortcut, toggle off Display As Header Link. To see the affected setting go to Global Settings > Users tab > Portals > Common > Edit a Portal Page > Permissions tab.

Deprecated Password Variables

We will be deprecating several password variables for security reasons in 2023. For example, sending passwords as plain text via emails is not a secure practice. If your system contains any of these deprecated variables, they will display as plain text. Deprecated variables include: @password@, @checkportalpassword@, @checkactivatedpassword@, @randompassword@ and @passwordresetlink@. System Administrators must change existing email templates to use password activation links that will send the user to a page where the user can set their password. The syntax for password links is https://@url@@activationlink@. Emails that need to be updated are located at Menu Icon > Global Settings > Security tab > Password and Activation Policies > Click the Activation Emails tab in the left navigation. Another location where these variables may be present is on user signup pages. To find user signup email templates go to Menu Icon > Global Settings > Communications > System Email Templates > Search for “New User”.

Enhanced Multi-Factor Authentication

Moved multi-factor authentication (MFA) settings from the user roles to Global Settings > Security tab > Password and Activation Policies. In this new location, you can enable MFA and assign MFA options to some or all roles from a single central location. Additionally, there is also a new toggle called Enable Trusted Device. If you enable trusted devices, you can set the time period in which a person who has authenticated into the system can bypass entering the MFA verification code. To learn more on MFA setup, read our article on multi-factor authentication. Note: in an effort to enhance everyone’s security we will by default enable multifactor authentication for all roles in 2023.

Enhancements to the List View

Added system filters to the basic search Filter drop down. Previously, system filters were only visible when Advanced Search was toggled on. We also added the ability to set system filters as configuration only. Setting a system filter as configuration only will hide the system filter from the Filter drop down on the search for end users, but still allow system administrators to select the system filter while configuring their system. Additionally, if you have permission to edit a system filter, you will also see an edit button beside the filter name in the dropdown.

Minor Updates

Added Invitations Import Wizard to UTA Level 3s

Extended the ability to easily import invitations in bulk using the Invitation Import Wizard to Level 3s. To see this link, go to UTA Settings > Level 3 tab > Invitation Import Wizard.

Updated the Transaction Type Settings Page

Added the left navigation to the Transaction Type settings page. Specifically, the left-hand navigation now contains a tab for Template Page and Verification Mapping. Also, the Advanced Logic setting has been renamed UTA Link Button Condition and has been moved to the bottom of the Main tab. To see these changes, go to Global Settings > Transactions tab > Types and edit a type.

Added Ability to Specify a Role as External Only

Added the ability to tag a role as exclusively external in order to prevent that role from being assigned to internal users. Specifically, the Internal User Role Only toggle has been replaced with Available to. This new setting can be used to restrict roles so they can only be given to an internal or an external users. To see this setting, go to Global Settings > Users tab > Roles > Edit a Role.

Added Ability to Create Folders from Autoloader/Scheduled Report Settings Pages

Added ability to add a new Smart/Configuration folder directly from the autoloader and scheduled report settings pages if the user has permission. Previously, if the desired folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the settings page in order to select the newly created folder. To see the new Create Folder button, in the Autoloader, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input.

Updated Breadcrumb Appearance

Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.

Added Ability to Export System Email Templates

Added a button to the system email templates page to allow for exports. To see the Export Email button, go to Global Settings > Communications tab > System Email Templates.

Added Type and Status Filters to Workflow Email Previews

Added the Type and Status filter to the workflow email preview for easier record searching and selection. To see this setting, go to Workflows > Edit a workflow > Tasks tab > Edit a task of the Acknowledgment type > Message Template tab > Preview.

Added Primary Contact Option for UTA Group Emails

Added the Primary Contact option when creating a group email from a UTA Level 1, 2, and 3 list view.

Note: On Level 2s and 3’s, this option will select the primary contact associated with the Level 1 Branch standard field. To see the new option, go to a UTA Level 1, 2 or 3 and click the Group Email button.

Added Ability to Lookup Email Templates in Group Emails

Added ability to lookup email templates for group emails. Previously, you could select email templates using a drop down but now you can also search for email templates in the dropdown which is helpful if you have many templates. To see this feature, go to UTA > Select desired records > Click Group Email > Select users and click Next > Click the Template field to see a new lookup field. This feature is also available for group emails sent from the record contacts page.

Added Invitation Details Button

Added a new button called Details to the invitations page. This new button will appear for every invitation and shows Invited Date, Last Updated, Response Date and optionally a reason for why the user accepted or declined the invitation. To see this new button, go to the desired UTA > Open a record > Click Invitations on the left-hand navigation.

Added Search to Activity List Views on Record Pages

Added search for activity list views within a record. For example, on the Level 1 record, click on the Level 2 Activity tab to see the list view with search options. On level 2 records, click on the Level 3 Activity tab to see the list view with search options.

Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls

Added the ability to use custom lookup fields as the primary fields in Dynamic Field Visibility Controls. To set up custom lookup options, create a Select One -Dropdown List with Enable Dynamic Content and Use Custom Lookup Options toggled on. To specify a custom lookup options field, go to UTA Settings > Level 1 tab > Dynamic Field Visibility Controls > Create a new visibility control > Once saved, set the Primary Field to be the desired Custom Lookup Options field.

Added Configuration Mode in View Mode

Added ability to enter Configuration Mode when a record is in View Mode. Previously, Configuration Mode was only available when records were in Edit Mode. Configuration Mode can be found under the Tools menu for User, Company, and Level 1 record pages.

Added Default Page Layout Option to the Web Page View Custom Field

Added a new setting for Special - Web Page View custom fields to allow for default or custom page layouts. It is recommended that you leave this set to the new Default option whenever possible. This ensures you always have the latest template. There is a Custom option if you want to see and modify the web page view HTML template. To see this setting, go to the settings of any web page view custom field. Under the General Settings tab, the new setting is called Page Layout.

Added Tab for for Failed E-Signatures to Queue

Added a Failed tab to the E-Signatures Queue to make it easier to see any e-signature documents that failed. This allows users who’ve sent batch e-signature requests to see the status in one place instead of individually checking the status on each web page view. To see this tab, go to Global Settings > Integrations > E-signature Queue > Failed tab.

Updated Notes Tab to be Hidden on Record Pages

Updated Notes tab to be hidden on records pages for users who do not have permission to view any note types.

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 Ability to Autosave Fields

Added an option to autosave fields on the record page. If you enable this option, data entered into an input will be saved when you click out of the input. A small green notification (toast message) will display on top of the screen to indicate the change has been saved. To turn on this setting, go to Global Settings > System tab > Toggle on Automatically Save Field Values when Editing Records.

Note: This feature requires Record Lock to be enabled and not all fields support autosave. For example, the Type and Status standard fields will not autosave.

Added New Button Color Classes

Added a new setting for save, submit and delete buttons which gives you the ability to adjust the visual priority of buttons. Buttons can now be color-coded using predefined styles. For example, you could make all continuation actions green while negative actions red. A neutral color could be used for secondary buttons. To configure default, save and delete buttons go to Global Settings > Branding tab > Colors and Styles. To configure custom save and submit buttons go to the desired UTA, Organization, User, or Transaction tab and click the Submit and Save Buttons link.

Note: Button colors will not apply to configuration pages. After applying button colors, it is recommended that you log out and clear your browser cache to see changes.

Added Ability to Make Media Files Publicly Shareable by Default

Added setting to enable media library files to be publicly available for streaming by default. To use this feature, go to the settings for the desired Upload - Multiple Files Storage custom field that has Media Library enabled and toggle on Enable Media Sharing by Default. Previously, video and audio files were not shareable by default and users needed to manually enable sharing on each file one by one after upload.

Minor Updates

Added Option to Add a Subject Line to Notes

Added setting to allow subject lines for the notes. Additionally, the notes can also be collapsed. If this new setting is enabled, individual notes can be collapsed and expanded. To enable this feature, go to Global Settings > System tab > Toggle on Enable Subject Line for Notes.

Added Ability to Link a Shortcut to a Page

Added a new Action Type called Page to portal shortcuts to make it easier to link to a page. To see this setting, go to Global Settings > Users tab > Portals > Edit a portal > Click Shortcuts in the top action bar > Edit a shortcut with the Style set to Icon, Image or Text > Set Action Type to Page.

Added Ability for Autoloader to Add and Update Longitude and Latitude

Added ability to add and update Longitude and Latitude standard fields for Company, People and Level 2 autoloaders. To see this new setting, Autoloaders > Edit an autoloader > File Layout tab > under Column Mapping.

Added Metadata Mapping for Stripe Payments

When configuring payment forms of the type Credit Card (Stripe) under the Connectivity tab of a UTA, you can now define Metadata Mapping, mapped data will be included in the charge submitted to Stripe.

Beta Previews

No features are available for beta preview this upgrade.

Notes for Admins

Added Version Option for Custom Fields Permissions Quick Edit

Added ability to target custom fields by version when using the Permissions Quick Edit feature. To see this setting, go to UTA Settings > Level 1/2/3 tab > Custom Fields > Click the Permissions Quick Edit button in the list view button bar.

Deprecated Damvad Analytics Integration

Deprecated Similarity Identification Integration by DAMVAD Analytics.

Added Ability to Get Translation Details in the API

Added ability to get translations using the SmartSimple API. Results are returned in an array.

Configuration Folders and Files Included in Cloning Scripts

When systems are cloned, Configuration Folders and the files within will be included in the cloning scripts.

Added Option to Bypass Secure Session Validation Based on IP Addresses

Added a setting called IP addresses to bypass secure session validation. This setting is only visible if Disable Secure Session Management is toggled off. This new setting allows you to keep secure session management active for all users while allowing some users to bypass this security. This setting is located at Global Settings > Security tab.

Deprecated the Use HTML Table Option

Deprecated the Use HTML Table option in the Autoloader.

Added Dynamic Visibility Controls to the Custom Field Search Reference

Added the ability to see Dynamic Visibility Controls in the custom field Search Reference. This makes it easier to identify the field that controls the visibility of a custom field. 130177 - Show related Dynamic Field Visibility Controls in Search Reference

Added Error Message to Media Library

Added an error message in the Media Library that will display if a video or audio file fails to be processed.

Added Ability to Link and Unlink Transactions with API

Added the ability to link and unlink transactions from the Level 1 and Level 2 using the SmartConnect API version 2. This gives you the ability to remove the relationship without deleting the transaction. Adding transactions to the Level 2 is also now supported.

Added Ability to Limit API Access to Reports

Added ability to limit which reports can be requested with an API call. The new setting called Reports can be found by navigating to Global Settings > Integrations tab > SmartConnect API and editing an API function of the Object Type called Report.

Updated Appearance of the Data Exchange Summary

Updated the look of the classic Data Exchange Summary that shows incoming and outgoing packages on UTA records. The new message can be collapsed to take up less space.

The Country Formerly Known as Turkey Will Now Appear as Türkiye

Updated the Country standard field list to use the label Türkiye for the country formerly known as Turkey. Türkiye is the officially requested label for the country.

Added Support for Copy Profiles in Batch Update Buttons

Added support for Copy Profiles in custom Batch Update Buttons. To see the new option, edit the desired list view > Batch Update Buttons tab > Edit a button of the type Copy.

Updated Report Builder Support

Updated Report Builder to support SS_FUNC.ADDBUSDAYS, SS_FUNC.COUNTBUSDAYS, SS_FUNC.COUNTWEEKDAYS functions to assist with complex date calculations.

Updated TLS to Enforce 1.2 for Added Security

Updated "Transport Layer Security (TLS)" references to enforce version 1.2 for improved security. TLS 1.0 and 1.1 are no longer supported.

Invalid Characters in E-signature File Names Replaced with Underscores

Invalid characters for e-signature file names will be replaced with underscores to ensure the signing process completes successfully.

Service Packs

February 23th 2023 (202302.03)

Fixes

• Fixed memory issue for the service process manager (Gort Automation).

February 16th 2023 (202302.02)

Fixes

• Fixed an issue with Advanced Data Tables where cells were not populating on initial load under some circumstances.

• Fixed an issue where changing a user to a Global Administrator was not retained.
• Fixed an issue with the Text Box – Date and Time custom field where the time was not rounding correctly when the time was converted to another time zone.

Other Changes

• Updated missing Spanish translations for group emails and the password activation page.

February 9th 2023 (202302.01)

Fixes

• Fixed an issue with the delete permissions on the duplicate check user/organization page so users with permission are able to delete an organization/user while merging.

• Fixed an issue with the processing of negative numbers for Norwegian krone (NOR) and Swedish krona (SEK) currency where the negative indicator on the currency value was stripped.

• Fixed an issue with comparing dates for autoloader file processing.

• Fixed an issue with how the Forgot Password screen was rendering on mobile devices.

• Fixed an issue with the Message Center where a file could not be removed from a selected template if it contained a single quote ( ' )in the filename.

Other Changes

• Updated the user’s personal settings to no longer display the time-based one-time password (TOTP) key and QR code that was associated with multi-factor authentication (MFA). This was hidden to enhance security. The TOTP Secret Key and TOTP QR Code are now only visible when you first set up TOTP. You can generate a new secret key and QR code by going to the desired user profile record and clicking Actions > Edit roles and access > Reset TOTP.

• Updated the Web Page View field to have a toggle for SmartFields. By enabling the SmartFields template, the HTML and CSS used to create a PDF of the fields on this record will be automatically generated. This is recommended over adding the SmartField template manually as you will not be required to update existing templates in the future.

• Updated email behavior on backup servers to allow the sending of multi-factor authentication (MFA) verification codes as well as password resets. Other emails on backup servers will not be sent.

• Enhanced system security by adding additional checks and blocking uploads of files with certain extensions.

• Updated missing translation country names for Danish, Spanish, and Catalan.

• Updated cookie policy to reflect the new cookie used to support trusted devices when multi-factor authentication (MFA) is enabled.

• Deprecated the RSA Disconnected Token option from the multi-factor authentication (MFA) dropdown on user roles.

January 19th 2023 (202301.02)

Fixes

• Fixed an issue with the query for finding custom field ID from the custom field name to improve the speed of validation using SmartCheck.

• Fixed an error in the Archive Scheduler.

January 12th 2023 (202301.01)

Fixes

• Fixed an issue where reports that were not set to be publicly accessible were able to open web page views externally. After this release if you want a web page view to be publicly available via a report you must set the report to be internet enabled and then go to the web page view custom field and allow public access.

• Fixed an issue with displaying the Lookup - Autocomplete Options field in a list view where only the first of multiple selected options were visible.

• Fixed an issue with duplicate SmartCheck validation messages displaying under a file upload field.

• Fixed an issue with the group email wizard where the From address and attachments were not preserved if the user clicked the Preview button and then clicked the Back button.

• Fixed an issue with the download files feature where the generated file was empty if the field was stored to another field.

• Fixed an issue with the aspect ratio of thumbnails in the Media Library at lower resolutions.

• Fixed an issue with charts where the x-axis was displaying the store value instead of the display value.

Other Changes

• Updated multi-factor authentication to be more secure and easier to set up. Roles using the time-based one-time password (TOTP) will now automatically be brought to a new instruction screen after being activated. Resetting a user's TOTP MFA must now be done by going to the desired users profile and selecting Actions > Edit roles and access > Reset TOTP. There is also a new permission on roles called Roles this role can reset TOTP for. This new permission is used to specify which roles can reset a user's TOTP.

• Updated autoloader behavior where when new users and organizations are created via the autoloader, no country will be set if no default country is specified. Previously new users or organizations would be given the country value of Canada if no default value was set.

• Added a new option to set which fields should be refreshed upon changes to a record in a linked record list. To see this new setting, edit a Special - Linked Record List custom field and the setting is called Refresh On Update.

• Updated labels for System Visibility Permissions found on the People tab which are related to hiding items in the User Menu. Specifically, the labels for items found under the Manage heading in the user menu have changed (Profile, Password, Personal Settings, Roles and Access, Filters, and Resource).

• Updated some elements used in portal configuration for improved UX. Specifically, the portal page content type is now surfaced in the Portal Page list view and the content type called Single Page has been renamed Direct Link.

• Updated the look of aggregate shortcuts to automatically reduce the size of text to accommodate up to 14 characters on desktop resolutions.

• Updated Report Builder Help to include functions used with business day calculations. Specifically, SS_FUNC.ADDBUSDAYS, SS_FUNC.COUNTBUSDAYS, and SS_FUNC.COUNTWEEKDAYS which are found under the platform options tab in the help.

• Updated T2P tool by removing the email broadcast table. Email broadcasts created on a dev environment will no longer be promoted to production environments.

• Deprecated the SmartSimple mobile app.

December 1st 2022 (202211.03)

Fixes

• Fixed an issue with records opening in a modal window rather than a full window in a portal.

• Fixed an issue where workflow tasks were not adding new roles to users because certain permissions were not found.

November 24th 2022 (202211.02)

Fixes

• Fixed an issue with line breaks in autoloader files not working when encapsulated in double quotes.

• Fixed an issue with the Start Date and End Date fields when using Quick Edit on Transactions. This affected users that had a different timezone than the server.

Other Changes

• Updates to Danish and Portuguese translations.