Changes

===Minor Updates===

We added a new option at the UTA level to load list views faster by deactivating the sort function and total record count.

[[File:2023-11-ticket-151122-1.png|thumb|none|800px|At the UTA level you may choose to load list views faster by disabling the sort functionality in column headers and the total record count]]

<!-- 151122 - Loading list views faster (improve performance) -->

<!-- 153020 - Option not to load records by default on list view -->

====Easily Show Question Set Answers in Sub List Views====

<!-- 127224 - Allow Question Set Data to be Reportable -->

====Added Ability to trigger a workflow when an invitation is declined====

We added the ability to trigger a workflow when someone declines an invitation to contribute to a record. This new setting called '''Declined Invitation Workflow''' is located on the level 1, 2 or 3 within the '''Invitations Templates''' on the '''General''' tab.

<!-- 133514 - Trigger workflow on Invitation Declined -->

====BCC in workflow acknowledgement tasks====

Now you can add a BCC to emails generated from workflow acknowledgement tasks. This will make it easier to send a copy of emails to an internal mailbox without exposing the internal email address to all recipients.

<!-- 135606 - Can we add a Bcc option to workflow email tasks? -->

====Easily see when users last logged in====

We added two ways to easily see when users last logged in. First, in the list view builder you can now add the '''Last Login Date''' standard field to a column. Second in the '''Advanced Search''' you can now choose '''Last Login Date''' which appears under the '''Standard Fields''' heading. Note that this field does not need to be enabled like other User Standards Fields. Also note, this field will only show dates that occurred after the upgrade was applied. This field will show either the last time the user logged in or the last time the user was emulated. You can check to see if a user was emulated and more information by going to the user profile > '''Logs''' > '''Login History'''.

<!-- 135756 - Make Last Login Date Available through Advanced Search -->

====Easily see which list views a custom field is referenced in====

You can now easily see which list views a custom field is referenced in. Navigate to a custom field settings page and click on the '''Search Reference''' button to see where that custom field is in use.

<!-- 137721 - Enhancement - Search Reference on fields to show references for list views as well -->

====Send cancelation emails for Adobe Sign====

If you are using Adobe Sign for electronic signatures we have added a new option to send a cancellation email to signees when the signing process is canceled from within SmartSimple. The process may be canceled from within Smartsimple via the '''E-signature Queue''' or the workflow task of '''E-Signature Cancellation'''. You can see the new setting called '''Send Cancellation Email to Signers''' by navigating to '''Global Settings''' > '''Integrations''' > '''Integration Key Management''' > and editing the '''Adobe Acrobat Sign''' settings.

<!-- 137747 - Adobe Cancellation Notification -->

====Improvements to Consumer Creation buttons====

You can now easily disable the consumer creation buttons based on Owner, Person, Branch, and Company. You can also define a message to display to users explaining why they are not able to apply. For example, you could disable (gray out the button) if a user or organization has already applied once to prevent users from applying to the same call multiple times.

<!-- 138877 - Consumer creation button, visibility options -->

====New File Download Log====

We have added a new optional feature to track file downloads made by users, making it easier to see which users are downloading large amounts of files. You may review the number of files downloaded per user based on a date range or you may create a report to see which specific files were downloaded and by whom. To enable this feature navigate to '''Menu''' Icon > '''Global Settings''' > and toggle on '''Enable File Download Tracking'''. Then, click the '''File Download Log''' link under '''System Information'''. When building a report choose the data set called '''File Downloads'''.

<!-- 140584 - Additional Audit Capabilities -->

You can now specify a range of IP addresses that will allow users to bypass secure session validation. This setting is located at '''Menu''' Icon > '''Global Settings''' > '''Security''' tab and is called '''IP addresses to bypass secure session validation'''. To enter a range of IP addresses, use a dash (Example: 65.93.203.0-65.93.203.255). To enter IP addresses that follow a certain pattern, use an asterisk (Example: 126.12.*.*).