Smartstaff
2,168
edits
Changes
m
→Major Updates
===Major Updates===
====Enhanced Single Sign-On and Added Role Mapping====
Updated the single sign-on settings page and included a new section for role mapping. If Role Mapping is set to Enabled, users will be provisioned with all the roles as defined by the assertion attributes and they will be stripped of any roles that they may currently possess that are listed in this setting but were not defined in the assertion attributes. Updates were made to labels, tooltips, and title bars for added clarity.
124791 - SSO to update roles for existing users for a fully federated SSO
====Updated Behavior to User/Organization Security Matrix====
Added a new setting to enable stricter controls for the User/Organization Security Matrix. The default behavior of the system will be to apply any settings selected under the Hierarchy Permission section AND any settings selected under the Category/Role section. Previously, the default behavior would choose one section setting OR the other. To revert to the original security matrix behavior, navigate to Global Settings > Security tab > System Security section > Toggle on Enable Classic Security Matrix Behavior.
136836 - Able to access parent organization despite security matrix permissions
====Added Ability to Provide Feedback on Invitations====
Added ability to allow the user to provide a reason for accepting or declining an invitation from the system. To enable this setting, go to UTA Settings > Level 1/2/3 tab > Invitation Templates > Edit a template > Invitation Templates tab > Toggle on Enable Input for Decline Reason and/or Enable Input for Accept Reason. Under each toggle, there is an additional setting called Make Reason Mandatory which will force the user to provide a reason before they can accept or decline an invitation. To see a list of response reasons from invitees, go to the Invitation tab. If the invitee provided a reason for accepting/declining click the View Reason button.
128237 - Enhancement - Form in the Invitation
====Added Setting to Trigger a Workflow for Incomplete E-signature Requests====
In the event that an e-signature status is canceled, expired, failed, or voided, a new workflow can be triggered to continue the process. For example, you might want to update the level 1 record status if the e-signature request was not completed. To enable this setting, go to the desired Special - Web Page View custom field with Enable E-signature toggled on to see the new setting called Failed to Complete Workflow.
127705 - Adobe Integration Enhancement Request
====Updated Media Library UI====
Updated the look of the Media Library and surfaced the Share and Statistics features. Previously, the share and statistics features could be found if you clicked on the Edit Metadata button. The edit metadata button has now been renamed to Properties. To set permissions on default file availability, go to UTA Settings > Level 1/2/3 tab > Custom Fields > Create or edit a custom field with Media Library enabled > Permissions and Availability tab > Toggle on Allow Public Access to Files. This setting allows you to set whether or not audio or video files uploaded to the Media Library will be shareable by default. To disable access to a single file within the Media Library, go to the desired file in the Media Library, click the Properties button, and uncheck Enable Public Access.
129948 - Media library URL and Statistics improvements
====Added a Formula Field to Advanced Data Tables====
On the Advanced Data Table custom fields, you can now enter a field formula that will run on save and clear of the Advanced Data Table. Fields referenced in the field formula of the Advanced Data Table custom field will have their field values refreshed. For example, you could use the field formula to update the values on the underlying record pages, and those values would get updated right away so the user would not have to click save to see the updated values. To see this field, go to the desired custom field of the type Special - Advanced Data Table.
Note: formulas need to be based on SQL syntax.
====Added Color Settings to the Gantt Chart Type====
Added new settings to the Gantt chart type to specify color codes by status, type, or subject. To see this setting, go to the desired custom field of type Special - Chart > Set Data Type to Records related to object > Set Chart Type to Gantt. The two new settings are Color Code By and Colors.
135525 - Gantt Chart Colors