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Template:July2023Upgrade

No change in size, 16:54, 22 June 2023
m
Notes for Admins
Added support for X.509 signing certificate for single sign-on (SSO) authorization requests. If you are using a service provider-initiated SSO, a signed authentication request embedded with the signed value and the X.509 certificate will be sent to the identity provider (IdP). The new setting is located at '''Global Settings''' > '''Integrations''' tab > '''Single Sign-on''' > Edit a SP-initiated SSO and toggle on '''Sign authentication request sent to identity provider (IdP).'''
<!-- 148020 - Adding SP x509 signing certificate for SSO metadata and SSO authorization request -->
 
====Added New Options for New Activity Workflow Tasks====
Added three new workflow options to the “Create New Activity” workflow task. The three new settings are:
 
* '''Check Status Trigger:''' By default, this setting is off. If enabled, any '''Status Triggers''' associated with the new record status will run as part of this workflow.
* '''Trigger Formulas:''' By default, this setting is enabled so any formulas on the record will run as part of this workflow.
* '''Trigger Activity Level Workflow:''' By default, this setting is enabled so activity level workflows set up to run on the new activity record status will run as part of this workflow.
The new settings can be found at '''Menu Icon''' > '''Workflows''' >''' Task''' tab > Open a task with a '''Task Type''' set to “Create New Activity”. The 3 toggles appear under '''Activity Status'''.
<!-- 148315 - Data Exchange not pulling L2s created via WF/Autoloader -->
====Added a Warning to Upload - Multiple Files Storage Custom Field around Value Storage====
Added a new setting called '''File Upload Limit''' that may be used to increase the default 2GB server-wide file upload limit. This is only available to managed dedicated environments. To see this setting navigate to '''Menu Icon''' > '''Gort Automation''' > Under the '''Server Details''' tab > The new setting is called '''File Upload Limit'''. Once this setting has been adjusted to something greater than 2GB, navigate to an '''Upload – Multiple Files Storage''' custom field to adjust the maximum file upload size to be greater than 2GB.
<!-- 148921 - Increase Upload File Limit on Server -->
 
====Added New Options for New Activity Workflow Tasks====
Added three new workflow options to the “Create New Activity” workflow task. The three new settings are:
 
* '''Check Status Trigger:''' By default, this setting is off. If enabled, any '''Status Triggers''' associated with the new record status will run as part of this workflow.
* '''Trigger Formulas:''' By default, this setting is enabled so any formulas on the record will run as part of this workflow.
* '''Trigger Activity Level Workflow:''' By default, this setting is enabled so activity level workflows set up to run on the new activity record status will run as part of this workflow.
The new settings can be found at '''Menu Icon''' > '''Workflows''' >''' Task''' tab > Open a task with a '''Task Type''' set to “Create New Activity”. The 3 toggles appear under '''Activity Status'''.
<!-- 148315 - Data Exchange not pulling L2s created via WF/Autoloader -->
====Updated Workflow Behavior====
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