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Template:November2021Upgrade

3,688 bytes added, 18:10, 21 October 2021
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Minor Updates
===Minor Updates===
 
====Improvements to Upload - Multiple File Storage Custom Field====
Added an optional description column to the list of files in the '''Upload - Multiple Files Storage''' custom field. You can also easily set this column as be mandatory. Improved the look and feel of upload modal window to improve readability. '''Note:''' The description column is not available if you enabled media library.
<!--115760 - multiple file upload modal refresh-->
<!--121427 - Media Library Functionality for Non-Media Files-->
====Added Ability to Import Notes to Autoloader====
Added the ability to use the autoloader to import '''Notes'''. To see the new setting, navigate to the '''General''' tab on the desired autoloader. When the '''Record Type''' is set to '''Company''', '''User''' or a '''UTA''', you will be able to select '''Notes''' from the '''Item''' dropdown.
Note: All notes imported will appear as new notes that can only be edited by a System Administrator.
<!--122291 - Map Autoloader to Notes-->
<!--129570 - Security audit page enhancements and email-->
====TitleUpdated Report Builder Behavior====Updated the behavior of the '''Report Builder''' so that when you drag and drop a dataset field into a column, the column header is populated by the more readable '''Caption''' rather than the '''Field Name'''. This was done to reduce time spent renaming columns.<!--124129 - Report Builder Update Add Field Behavior to Set Column Header to Field Caption--> ====Added Ability to Add Hashtags Directly To Hashtag Library====Added the ability to add hashtags and hashtag categories directly into the Hashtag Library. Navigate to Global Settings > Hashtag Library to see the new button above the list view. A note has also been added beside the refresh button letting users know that use counts are updated daily.<!--124323 - Hashtag Library--> ====Updated Permission Quick Edit Feature with Copy/Paste Feature====Enhanced the '''Permission Quick Edit''' feature to allow the permissions of custom fields based on '''Role''', '''Type''' or '''Status''' to be quickly copied and pasted into other columns. To view permission quick edit, navigate to '''UTA Configuration Settings''' > '''Level 1/2/3''' tab > '''Custom Fields''' > Click the '''Permission Quick Edit''' button in the list view actions bar (lock icon) > Click the ellipses icon on your desired column and copy the settings and then paste the settings into the desired target column.<!--125246 - Custom Fields - Permission Quick Edit - Ability to simply apply field settings from one type to another type--> ====Updates to Workflow Connectors and Statuses====Updated the default '''Connect To''' option when creating a new connector in a workflow. You will now see the default option has been changed to '''Complete''' instead of '''Start''' for new workflow connectors. In general, it is more likely that you would want to connect to '''Complete''' than to '''Start''' and this change will also reduce the risk of accidentally configuring infinite loops. Added the UTA name before the status name option under the '''Termination Trigger''' field when the '''Workflow Type''' is set to '''Tracking Activities'''.<!--125555 - Workflow connectors default Connect To Complete--><!--126079 - Workflow statuses in the 'Termination Trigger' should include the UTA name--> ====Updated Texton Association Entry View====Updated text in the '''Association Entry View''' for a more intuitive experience when finding and adding contacts or accounts to records. In the case of the '''Special Linked Record List''' custom field, we have added a default lookup list view option so you can specify which list view you want users to see by default.<!--Note goes here125642 - Association entry improvements--> ====New Column for SmartFolder List Views====Added a column called "Owner" to SmartFolder lists so you can easily tell who uploaded a file or created a folder.<!--124101 - Show User in SmartFolder List Views-->
====TitleImprovements to Level 2/3 List View Settings====TextAdded the ability to surface Level 2/3 activity IDs on the Level 2/3 list views. A '''UTA Administrator''' and '''Global Administrator''' can navigate to the desired list view configuration page and add the activity ID under the '''Columns''' tab.<!--Note goes here127017 - Allow L2/L3 Event ID as Available Field in List Views-->
====TitleUpdates to Global CAPTCHA Validation Behavior====TextUpdated CAPTCHA (Completely Automated Public Turing test to tell Computers and Humans Apart) settings. If you set the '''CAPTCHA Type''' to '''Google reCAPTCHA''' and the system cannot detect the user’s country, the user will now be shown the '''Alternate CAPTCHA''' instead of '''Google reCAPTCHA'''. CAPTCHA settings can be configured at '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''Global CAPTCHA Validation'''.<!--Note goes here128072 - Start one System register issue-->
==On-Demand System Upgrades==
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