Difference between revisions of "Template:November2022Upgrade"

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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.
  
−
Coming soon
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{{#ev:youtube|bABdVKpzxHg}}
  
  
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===Major Updates===
 
===Major Updates===
−
 
 
====Enforcing Deny Permissions for Portal Pages on Common Role====
 
====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.
+
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.
 +
[[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 -->
 
<!-- 142111 - Still access portal sections using link if role based permissions applied -->
  
 
====Deprecated Password Variables====
 
====Deprecated Password Variables====
−
Deprecated several password variables for security reasons. 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”.
+
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”.
 +
[[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 -->
 
<!-- 139473 - Remove ability to retrieve password on request password/new user email templates using variable syntax -->
  
 
====Enhanced Multi-Factor Authentication====
 
====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.
+
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. -->
 
<!-- 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.]]
  
 
====Enhancements to the List View====
 
====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.
+
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.
 
<!-- 133656 - List views and filter improvements (include system filters in basic search) -->
 
<!-- 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===
 
====Added Invitations Import Wizard to UTA Level 3s====
 
====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
+
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'''.
 
<!-- 124048 - L3 invitation import wizard -->
 
<!-- 124048 - L3 invitation import wizard -->
  
 
====Updated the Transaction Type Settings Page====
 
====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
+
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.
−
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.  
 
 
<!-- 125402 - Modernize the Transaction Type pages -->
 
<!-- 125402 - Modernize the Transaction Type pages -->
  
 
====Added Ability to Specify a Role as External Only====
 
====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 a dropdown called Availability Restriction. This new setting can be used to specify if a role should be only given to an internal or an external user. To see this setting, go to Global Settings > Users tab > Roles > Edit a Role.  
+
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 -->
 
<!-- 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 Create Configuration Folder on Autoloader Pages====
+
====Added Ability to Create Folders from Autoloader/Scheduled Report Settings Pages====
−
Added ability to add a new configuration folder directly from the autoloader settings page. Previously, if the desired processing folder was not yet created, users would have to go to the SmartFolders to create a folder and then return to the autoloader page in order to select the newly created folder. To see this the new Create Folder button, go to Autoloaders > Edit an autoloader > General tab. The new button appears beside the Processing Folder input.  
+
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.
 
<!-- 133982 - Autoloader improvements (folder picker) -->
 
<!-- 133982 - Autoloader improvements (folder picker) -->
  
 
====Updated Breadcrumb Appearance====
 
====Updated Breadcrumb Appearance====
−
Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.  
+
Updated the look of the breadcrumb navigation to be more compact and mobile-friendly.
 
<!-- 126333 - Breadcrumb (hierarchical record navigation bar) on mobile phone and desktop -->
 
<!-- 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.]]
  
 
====Added Ability to Export System Email Templates====
 
====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 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 -->
 
<!-- 126880 - Need a way to easily export all system emails -->
  
 
====Added Type and Status Filters to Workflow Email Previews====
 
====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 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 -->
 
<!-- 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.]]
  
 
====Added Primary Contact Option for UTA Group Emails====
 
====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.  
+
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.
+
'''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.
 
<!-- 127215 - Group Email Recipients -->
 
<!-- 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.]]
  
 
====Added Invitation Details Button====
 
====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 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 -->
 
<!-- 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.]]
  
 
====Added Search to Activity List Views on Record Pages====
 
====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 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.
 
<!-- 130906 - Add search to left-hand menu activity list views -->
 
<!-- 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.]]
  
−
====Added Ability to use Custom Lookup Options with Dynamic Field Visibility Controls====  
+
====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 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 -->
 
<!-- 133369 - Allow Dynamic Field Visibility to work with Custom Lookup Options -->
  
−
====Added Configuration Mode in View Mode====  
+
====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 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.
 
<!-- 133786 - Make Configuration mode available in view mode -->
 
<!-- 133786 - Make Configuration mode available in view mode -->
  
 
====Added Default Page Layout Option to the Web Page View Custom Field====
 
====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 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 -->
 
<!-- 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.]]
−
====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 -->
 
  
 
====Added Tab for for Failed E-Signatures to Queue====
 
====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.  
+
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 -->
 
<!-- 138900 - E-signature Failed documents list -->
 +
 +
====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.
 +
<!-- 141343 - Notes to be hidden for INNOWWIDE -->
  
 
==On-Demand System Upgrades==
 
==On-Demand System Upgrades==
Line 104: Line 122:
  
 
===Major Updates===
 
===Major Updates===
−
====Added Ability to Autosave Fields====  
+
====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.  
+
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.  
+
<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.
 
<!-- 132932 - Autosave field values-->
 
<!-- 132932 - Autosave field values-->
 +
[[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.]]
  
 
====Added New Button Color Classes====
 
====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.  
+
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.
 +
 
 +
<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 -->
 
<!-- 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 Make Media Files Publicly Shareable by Default====
 
====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.  
+
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.
 
<!-- 133789 - Add a field level setting to the Media library, to default all videos to be publicly available -->
 
<!-- 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 Option to Add a Subject Line to Notes====
 
====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 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'''.
 
<!-- 138067 - Enhancements - Subject Line for Notes & Ability to Collapse -->
 
<!-- 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.]]
  
 
====Added Ability to Link a Shortcut to a Page====
 
====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 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'''.
 
<!-- 126821 - Make it easy to link a shortcut to a page. -->
 
<!-- 126821 - Make it easy to link a shortcut to a page. -->
  
 
====Added Ability for Autoloader to Add and Update Longitude and Latitude====
 
====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 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 -->
 
<!-- 141216 - Autoloader - to add sf.longitude and sf.latitude -->
 +
 +
====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.
 +
<!-- 126287 - Stripe Payment -->
  
 
==Beta Previews==
 
==Beta Previews==
Line 136: Line 165:
 
==Notes for Admins==
 
==Notes for Admins==
 
====Added Version Option for Custom Fields Permissions Quick Edit====
 
====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.  
+
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.
 
<!-- 129133 - Custom Fields - Quick Edit Permissions -->
 
<!-- 129133 - Custom Fields - Quick Edit Permissions -->
  
 
====Deprecated Damvad Analytics Integration====
 
====Deprecated Damvad Analytics Integration====
−
Deprecated Similarity Identification Integration by DAMVAD Analytics.  
+
Deprecated Similarity Identification Integration by DAMVAD Analytics.
 
<!-- 140279 - DAMVAD integration -->
 
<!-- 140279 - DAMVAD integration -->
  
 
====Added Ability to Get Translation Details in the API====
 
====Added Ability to Get Translation Details in the API====
−
Added ability to get translations using the SmartSimple API. Results are returned in an array.
+
Added ability to get translations using the [https://dev.smartsimpleqa.com/devtools/api.html?apiversion=2 SmartSimple API]. Results are returned in an array.
 
<!-- 126424 - Adding of translation details to meta data -->
 
<!-- 126424 - Adding of translation details to meta data -->
  
 
====Configuration Folders and Files Included in Cloning Scripts====
 
====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.
+
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 -->
 
<!-- 128348 - Cloning - Include Configuration Folders and Contents and Portal Config Images -->
  
 
====Added Option to Bypass Secure Session Validation Based on IP Addresses====
 
====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.
+
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.
 
<!-- 136789 - Whitelisting IP option to use with Secure Session Management -->
 
<!-- 136789 - Whitelisting IP option to use with Secure Session Management -->
  
−
====Deprecated Autoloader Use HTML Table====
+
====Deprecated the Use HTML Table Option====
−
Deprecated the Autoloader option to Use HTML Table.
+
Deprecated the '''Use HTML Table''' option in the Autoloader.
 
<!-- 140945 - Autoloader setting: html table that can be deprecated -->
 
<!-- 140945 - Autoloader setting: html table that can be deprecated -->
−
 
−
====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.
 
−
<!-- 126287 - Stripe Payment -->
 
  
 
====Added Dynamic Visibility Controls to the Custom Field Search Reference====
 
====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.
+
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
 
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 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.
 
<!-- 132058 - Media library failure message and checking -->
 
<!-- 132058 - Media library failure message and checking -->
  
 
====Added Ability to Link and Unlink Transactions with API====
 
====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 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.
 
<!-- 134010 - SmartConnect API link and unlink transactions from Objects -->
 
<!-- 134010 - SmartConnect API link and unlink transactions from Objects -->
  
 
====Added Ability to Limit API Access to Reports====
 
====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.
+
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? -->
 
<!-- 135052 - Can we arrange API access for only 1 report? -->
  
 
====Updated Appearance of the Data Exchange Summary====
 
====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.
+
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.
−
132293 - Hide field -->
+
<!-- 132293 - Hide field -->
  
−
====Updated Notes Tab to be Hidden on Record Pages====
+
====The Country Formerly Known as Turkey Will Now Appear as Türkiye====
−
Updated Notes tab to be hidden on records pages for users who do not have permission to view any note types.
+
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.
−
<!-- 141343 - Notes to be hidden for INNOWWIDE -->
 
−
 
 
−
====The Country 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.
 
 
<!-- 141553 - Turkey > Türkiye : Official country change name -->
 
<!-- 141553 - Turkey > Türkiye : Official country change name -->
  
 
====Added Support for Copy Profiles in Batch Update Buttons====
 
====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.
+
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'''.
 
<!-- 141204 - Batch update button (Copy feature) does not store source ID -->
 
<!-- 141204 - Batch update button (Copy feature) does not store source ID -->
  
 
====Updated Report Builder Support====
 
====Updated Report Builder Support====
−
Updated Report Builder to support SS_FUNC.ADDBUSDAYS, SS_FUNC.COUNTBUSDAYS, SS_FUNC.COUNTWEEKDAYS functions.
+
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.
 
<!-- 141877 - MySQL Function Support -->
 
<!-- 141877 - MySQL Function Support -->
 +
 +
====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.
 +
<!-- 140404 - HP Fortify - Insecure Transport: Weak SSL Protocol -->
  
 
====Invalid Characters in E-signature File Names Replaced with Underscores====
 
====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.
 
Invalid characters for e-signature file names will be replaced with underscores to ensure the signing process completes successfully.
 
<!-- 142043 - Signed Contract Not Received from Adobe -->
 
<!-- 142043 - Signed Contract Not Received from Adobe -->
 +
 +
==Service Packs==
 +
===February 23th 2023 (202302.03)===
 +
====Fixes====
 +
* Fixed memory issue for the service process manager (Gort Automation).
 +
<!-- 146147 - Gort locked on image compressing task -->
 +
 +
 +
===February 16th 2023 (202302.02)===
 +
====Fixes====
 +
* Fixed an issue with''' Advanced Data Tables''' where cells were not populating on initial load under some circumstances.
 +
 +
<!-- 141737 - ADT not show information in calculated columns-->
 +
* 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 -->
 +
 +
====Other Changes====
 +
* Updated missing Spanish translations for group emails and the password activation page.
 +
 +
<!-- 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.
 +
 +
<!-- 144732 - Security issue with org deletion -->
 +
* 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.
 +
 +
<!-- 145047 - Issue with negative numbers in the system -->
 +
* Fixed an issue with comparing dates for autoloader file processing.
 +
 +
<!-- 144908 - Autoloader appears stuck. Status is 'running 2023-01-12 12:25:04' -->
 +
* Fixed an issue with how the''' Forgot Password''' screen was rendering on mobile devices.
 +
 +
<!-- 144106 - Forget Password Link - Android and Apple Mobile Browsers -->
 +
* 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.
 +
 +
<!-- 138660 - Cant remove file with Message Centre if it has single quote in the name -->
 +
====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.
 +
 +
<!-- 145592 - Web page view, don’t hide template by default -->
 +
<!-- 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.
 +
 +
<!-- 140928 - securing all email sending functions in the system on backup environments (MFA) -->
 +
* Enhanced system security by adding additional checks and blocking uploads of files with certain extensions.
 +
 +
<!-- 144430 - SmartFolders - File upload security and general issues -->
 +
* Updated missing translation country names for Danish, Spanish, and Catalan.
 +
 +
<!-- 143763 - Country options not displaying as user's language -->
 +
* Updated cookie policy to reflect the new cookie used to support trusted devices when multi-factor authentication (MFA) is enabled.
 +
 +
<!-- 143518 - Update to cookie policy page to reflect fact we no longer just have session-based cookie -->
 +
* Deprecated the '''RSA Disconnected Token''' option from the multi-factor authentication (MFA) dropdown on user roles.
 +
 +
<!-- 139685 - Deprecate the RSA disconnected token option for MFA -->
 +
 +
 +
===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.
 +
 +
<!-- 145040 - SmartCheck Validation Slowness -->
 +
* Fixed an error in the '''Archive Scheduler'''.
 +
<!-- 141637 - Archive not placing files on our SFTP -->
 +
 +
 +
 +
===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.
 +
 +
<!-- 144055 - Searching on Bing returns results that should not be publicly accessible -->
 +
* Fixed an issue with displaying the '''Lookup - Autocomplete Options''' field in a list view where only the first of multiple selected options were visible.
 +
 +
<!-- 117079 - Lookup - Autocomplete field not showing all data in list view
 +
-->
 +
* Fixed an issue with duplicate SmartCheck validation messages displaying under a file upload field.
 +
 +
<!-- 140019 - Double Validation Message Appearing in Application
 +
-->
 +
* 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.
 +
 +
<!-- 141725 - Group email from address reverted if you click preview, then back
 +
-->
 +
* Fixed an issue with the download files feature where the generated file was empty if the field was stored to another field.
 +
 +
<!-- 143499 - Download files feature generating empty zip files
 +
-->
 +
* Fixed an issue with the aspect ratio of thumbnails in the '''Media Library''' at lower resolutions.
 +
 +
<!-- 142550 - Media Library Images Aspect Ratio Issue in MS Edge on Mac OS -->
 +
<!-- 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.
 +
 +
<!-- 142666 - Bug on Charts? Showing dropdown 'code/number' instead of 'option text' -->
 +
 +
 +
====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.
 +
 +
<!-- 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.
 +
 +
<!-- 143525 - Users created with wrong country -->
 +
* 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 -->
 +
 +
<!-- Implemented various measures. -->
 +
<!-- 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 -->
 +
 +
* 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'''.
 +
 +
<!-- 113759 - UX and behaviour problems with portal config -->
 +
* Updated the look of aggregate shortcuts to automatically reduce the size of text to accommodate up to 14 characters on desktop resolutions.
 +
 +
<!-- 124202 - aggregate shortcuts with big numbers -->
 +
* 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 -->
 +
 +
* Updated T2P tool by removing the email broadcast table. Email broadcasts created on a dev environment will no longer be promoted to production environments.
 +
 +
<!-- 143602 - T2P Tool update for email broadcast table -->
 +
* Deprecated the SmartSimple mobile app.
 +
 +
<!-- 140599 - Deprecate the 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.
 +
 +
<!-- 143441 - Issue when opening applications from portal -->
 +
* Fixed an issue where workflow tasks were not adding new roles to users because certain permissions were not found.
 +
 +
<!-- 143604 - Update Role WF Task not adding role to users -->
 +
 +
 +
===November 24th 2022 (202211.02)===
 +
====Fixes====
 +
* Fixed an issue with line breaks in autoloader files not working when encapsulated in double quotes.
 +
 +
<!-- 143244 - Line Breaks in Autoloader file not working with 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.
 +
 +
<!-- 131006 - Stamping of date issue when changed through Quick Edit button on Publication tab -->
 +
====Other Changes====
 +
* Updates to Danish and Portuguese translations.
 +
<!-- 143586 - November translations for Danish and Portuguese -->

Latest revision as of 13:24, 24 October 2023

Contents

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.

The Deny Access permission settings will be enforced on the common role.
The setting that controls visibility of portal pages in the header.

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”.

Deprecated password variables need to be replaced or removed. For example, this email template was updated to use the activation link variable.

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.

Multi-factor authentication (MFA) settings have moved and are defined globally instead of on the role.
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.

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.

System Filters will now appear in the basic search drop down.
System Filters can be flagged as configuration only and then they will not show up in the basic search drop down.

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.

Setting to restrict roles so they can only be given to internal or external users.

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.

The breadcrumb navigation as it will appear after the upgrade.
The breadcrumb navigation as it appeared before the upgrade.

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.

Type and Status filter on workflow email 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.

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.

When creating a group email, type to filter available email templates making it easier to find that desired email template.

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.

New Invitation Details button makes it easier to see more information.

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 search to activity list views on the record.

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.

New web page view option to always have the latest and greatest template or choose custom to see and modify the template.

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.

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.

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.

Adjust the visual priority of buttons with color classes.
color class options.

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.

New option to make media shareable (publicly available for streaming) by default.

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.

New option to add a subject to notes. If you opt in you can also collapse individual 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.
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