Difference between revisions of "Template:July2022Upgrade"
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===Major Updates=== | ===Major Updates=== | ||
====Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions==== | ====Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions==== | ||
| − | Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see the Tab Bar. Previously users with role permission to see the Tab Bar also had to enable the Tab Bar under the user menu before they would see the Tab Bar. To enable tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar. | + | Visibility of the '''Tab Bar''' will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the '''Tab Bar''', users with that role will see the '''Tab Bar'''. Previously users with role permission to see the '''Tab Bar''' also had to enable the '''Tab Bar''' under the user menu before they would see the '''Tab Bar'''. To enable tab bar, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' > '''Features''' tab > '''Enable Tab Bar'''. |
<!--132112 - Add ability to default on the Tab bar for new users--> | <!--132112 - Add ability to default on the Tab bar for new users--> | ||
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===Minor Updates=== | ===Minor Updates=== | ||
====Added Ability to Retain Page Location on Save==== | ====Added Ability to Retain Page Location on Save==== | ||
| − | Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location on the page. | + | Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, '''2''', '''3''', '''Organization''', '''User''' or '''Template''' page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location on the page. |
<!--122309 - Save Draft Behavior--> | <!--122309 - Save Draft Behavior--> | ||
====Added Ability to Add Attachments from Configuration Folders in Email Templates==== | ====Added Ability to Add Attachments from Configuration Folders in Email Templates==== | ||
| − | Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit or create a template > Default Attachments (Configuration Folder). | + | '''Global Administrators''' editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to '''Menu Icon''' > '''Email''' > '''Templates''' tab > Edit or create a template > '''Default Attachments''' '''(Configuration Folder)'''. |
<!-- 124007 - Select Default Attachment for Email Template from Config Folder --> | <!-- 124007 - Select Default Attachment for Email Template from Config Folder --> | ||
====Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role==== | ====Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role==== | ||
| − | Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for. | + | Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of type '''Generate PDF File''' or '''Generate PDF File Asynchronously''' > The new setting is called '''Generate PDF File''' for. |
<!-- 128740 - Ability to select which role to generate the pdf as --> | <!-- 128740 - Ability to select which role to generate the pdf as --> | ||
====Added Ability to Copy Signup Pages==== | ====Added Ability to Copy Signup Pages==== | ||
| − | Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages. | + | Added the ability to make copies of '''Organization''' and''' User''' signup pages. To make a copy of a signup page click the '''Save As''' button. In addition, signup pages will also have a new field called '''Signup Page Name''' to help distinguish between signup pages. |
<!-- 129584 - Add ability to copy a signup page --> | <!-- 129584 - Add ability to copy a signup page --> | ||
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====Added Ability to Create Copy Profiles==== | ====Added Ability to Create Copy Profiles==== | ||
| − | To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile. | + | To see this new feature that allows you to set up predefined profiles for copying records, go to '''UTA Settings''' > '''Level 1/2/3''' tab > '''Copy Profiles'''. Additionally, you can also set up the ability to copy a '''Level 1/2/3''' object through a workflow on a status change by using a new '''Task Type''' of '''Trigger Copy Profile'''. |
<!-- 120929 - Improved Copy of Level 1s/2s (Phase II) --> | <!-- 120929 - Improved Copy of Level 1s/2s (Phase II) --> | ||
====Added New Hierarchy Permissions to the User and Organization Security Matrix==== | ====Added New Hierarchy Permissions to the User and Organization Security Matrix==== | ||
| − | Added a new hierarchy permission of Users Under Associated Organizations to the user security matrix and Associated Organizations to the organization security matrix. | + | Added a new hierarchy permission of '''Users Under Associated Organizations''' to the user security matrix and''' Associated Organizations''' to the organization security matrix. |
<!-- 126369 - Request for user-organization-association roles on security matrix --> | <!-- 126369 - Request for user-organization-association roles on security matrix --> | ||
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===Major Updates=== | ===Major Updates=== | ||
====Enhanced Single Sign-On and Added Role Mapping==== | ====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. | + | 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 --> | <!-- 124791 - SSO to update roles for existing users for a fully federated SSO --> | ||
====Updated Behavior to User/Organization Security Matrix==== | ====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. | + | 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 --> | <!-- 136836 - Able to access parent organization despite security matrix permissions --> | ||
====Added Ability to Provide Feedback on Invitations==== | ====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. | + | 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 --> | <!-- 128237 - Enhancement - Form in the Invitation --> | ||
====Added Setting to Trigger a Workflow for Incomplete E-signature Requests==== | ====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. | + | 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--> | <!-- 127705 - Adobe Integration Enhancement Request--> | ||
====Updated Media Library UI==== | ====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. | + | 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 --> | <!-- 129948 - Media library URL and Statistics improvements --> | ||
====Added a Formula Field to Advanced Data Tables==== | ====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. | + | 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. | Note: formulas need to be based on SQL syntax. | ||
<!-- 130741 - Enhancement request for XML (Save on XML popup saves the record as well) --> | <!-- 130741 - Enhancement request for XML (Save on XML popup saves the record as well) --> | ||
====Added Color Settings to the Gantt Chart Type==== | ====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. | + | 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 --> | <!-- 135525 - Gantt Chart Colors --> | ||
===Minor Updates=== | ===Minor Updates=== | ||
====Added New Date Option==== | ====Added New Date Option==== | ||
| − | Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab. | + | Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at '''User Menu''' > '''Personal Settings''' > '''Regional''' tab. |
<!-- 128666 - Enhancement Request - Enable Global Date Format --> | <!-- 128666 - Enhancement Request - Enable Global Date Format --> | ||
====Added Standard Field for Pronouns==== | ====Added Standard Field for Pronouns==== | ||
| − | Added a new user standard field called Pronouns where users can specify their preferred pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns. | + | Added a new user standard field called Pronouns where users can specify their preferred pronouns. To enable this field, go to '''Global Settings''' > '''Users''' tab > '''Standard Fields''' > '''Pronouns'''. |
<!-- 128683 - Pronouns Field --> | <!-- 128683 - Pronouns Field --> | ||
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Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update. | Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update. | ||
We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance. | We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance. | ||
| − | To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type. | + | To see this new setting, go to '''Menu Icon''' > '''Workflows''' > '''Tasks''' tab > Edit a task of the '''Type''' of '''Acknowledgement''' > '''Message Template''' tab > Set the '''Message Type''' to '''Email''' and choose '''Email Template''' for '''Email Type'''. |
<!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected--> | <!-- 126882 - Email templates and workflow email tasks that uses the email template should be connected--> | ||
====Added Ability to Autosave New Records==== | ====Added Ability to Autosave New Records==== | ||
| − | Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions. | + | Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to '''Global Settings''' > '''System''' tab > Toggle on '''Automatically Save New Records on Creation'''. This setting applies to new records of the following types: '''UTA Level 1/2/3''', '''Users''', '''Organizations''', and '''Transactions'''. |
<!-- 132929 - Add an option to auto save new records--> | <!-- 132929 - Add an option to auto save new records--> | ||
====Added Ability to Update Custom Fields across Versions without Updating the Display Order==== | ====Added Ability to Update Custom Fields across Versions without Updating the Display Order==== | ||
| − | When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Under If field already exists, select Update. A new toggle will surface called Update Display Order. | + | When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to '''UTA Settings''' > '''Level 1/2/3''' > '''Custom Fields''' > Select desired fields > Click '''Copy to Other Versions'''. Under '''If field already exists''', select '''Update'''. A new toggle will surface called '''Update Display Order'''. |
<!-- 133298 - Versioning and Field Order --> | <!-- 133298 - Versioning and Field Order --> | ||
====Added Ability to Download All Attachments in a Record from the Record==== | ====Added Ability to Download All Attachments in a Record from the Record==== | ||
| − | Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files. | + | Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the '''Enable File Download''' feature on list views. To set this feature, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permission''' > '''Enable File Download from Record'''. Once this feature is set, you can go to the desired '''UTA''', '''Organization''', or '''User''' record and click the '''Actions''' menu and select '''Download Files'''. |
<!-- 133397 - One-click Download--> | <!-- 133397 - One-click Download--> | ||
====Added Integration for UK Companies House API for Organization Signup Pages==== | ====Added Integration for UK Companies House API for Organization Signup Pages==== | ||
| − | Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH). You must set up an integration key before being able to use this feature. | + | Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to '''Global Settings''' > '''Organization''' tab > '''Signup Pages''' > Create or edit a signup page > '''General''' tab > '''Verification Service'''. There is now a new option called '''United Kingdom Companies House (CH)'''. You must set up an integration key before being able to use this feature. |
<!-- 134018 - Companies House Integration (API)--> | <!-- 134018 - Companies House Integration (API)--> | ||
====Added Default Settings for Custom Field Translation Service==== | ====Added Default Settings for Custom Field Translation Service==== | ||
| − | Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on located | + | Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on '''Enable Translation Service'''. '''Enable Field Translation Service''' must also be toggled on, which is located under '''Global Settings''' > '''System''' tab. |
<!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field--> | <!-- 61319 - Translation Service feature - Allow configuration of default settings within a given field--> | ||
====Added Ability to Add Discussion Board Threads to SmartCards==== | ====Added Ability to Add Discussion Board Threads to SmartCards==== | ||
| − | Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a star button called Add to SmartCard. | + | Added the ability to add a discussion board thread to '''SmartCards'''. To see this feature, go to '''Menu Icon''' > '''Discussion Board''' > Click on a '''Topic'''. You will now see a list view of existing threads within that topic. Beside each thread, there is now a star button called '''Add to SmartCard'''. |
<!-- 122907 - Add Discussion Board thread to SmartCard --> | <!-- 122907 - Add Discussion Board thread to SmartCard --> | ||
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==Notes for Admins== | ==Notes for Admins== | ||
====Added Export Functionality for Failed Logins, Locked and Expired Accounts==== | ====Added Export Functionality for Failed Logins, Locked and Expired Accounts==== | ||
| − | Added ability to export the Failed Login, Locked Accounts and Expired Accounts. To see this, go to Global Settings > Security > Password and Activation Policies. In the left-hand navigation, click on the desired tab. There will now be an Export button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything | + | Added ability to export the '''Failed Login''', '''Locked Accounts''', and '''Expired Accounts'''. To see this, go to '''Global Settings''' > '''Security''' > '''Password and Activation Policies'''. In the left-hand navigation, click on the desired tab. There will now be an '''Export''' button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything |
<!-- 124468 - Password and Activation Policies Reports --> | <!-- 124468 - Password and Activation Policies Reports --> | ||
====Added Export Functionality for Message Queue==== | ====Added Export Functionality for Message Queue==== | ||
| − | Added ability to export Message Queue list. This will export the to, from, subject and dates. The export will not include the body of the message or its attachments. To see the new export, go to Menu Icon > Message Queue > click the desired tab and then click the Export button at the top of the list view. | + | Added ability to export '''Message Queue''' list. This will export the to, from, subject and dates. The export will not include the body of the message or its attachments. To see the new export, go to '''Menu Icon''' > '''Message Queue''' > click the desired tab and then click the '''Export''' button at the top of the list view. |
<!-- 124563 - Export files in Message Queue --> | <!-- 124563 - Export files in Message Queue --> | ||
====Added Indicator Icon to Message Queue for Email Attachments==== | ====Added Indicator Icon to Message Queue for Email Attachments==== | ||
| − | Added a paperclip icon to the list view of emails in the Message Queue to indicate whether the email contains an attachment. | + | Added a paperclip icon to the list view of emails in the '''Message Queue''' to indicate whether the email contains an attachment. |
<!-- 127638 - Email Attachment indicator on Message queue --> | <!-- 127638 - Email Attachment indicator on Message queue --> | ||
====SmartConnect API changes==== | ====SmartConnect API changes==== | ||
| − | Modified the text options under Action Types for improved clarity. | + | Modified the text options under '''Action Types''' for improved clarity. |
<!-- 128706 - Consumer/provider custom fields update --> | <!-- 128706 - Consumer/provider custom fields update --> | ||
====Updated Autoloader to Apply Multiple Roles/Categories for New Records==== | ====Updated Autoloader to Apply Multiple Roles/Categories for New Records==== | ||
| − | Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. Depending on the Create/Update Behavior option chosen, you will see the Role/Category field now accepts multiple role/category options. | + | Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. Depending on the '''Create/Update Behavior''' option chosen, you will see the '''Role/Category''' field now accepts multiple role/category options. |
<!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user --> | <!-- 132802 - Autoloader - Abilitiy to add more than one role to created/updated user --> | ||
====Added Link to Profile for Standard Fields==== | ====Added Link to Profile for Standard Fields==== | ||
| − | Added a link beside the Created By and Updated By standard fields that open up the corresponding user profile in a new modal window. This setting is applied to UTA Level 1/2/3 records, User records, and Organization records. If you navigate to the standard field you can hide this link using the Restrict Profile Link setting. | + | Added a link beside the '''Created By''' and '''Updated By''' standard fields that open up the corresponding user profile in a new modal window. This setting is applied to '''UTA Level 1/2/3''' records, '''User''' records, and '''Organization''' records. If you navigate to the standard field you can hide this link using the '''Restrict Profile Link''' setting. |
<!-- 132989 - Created By Link --> | <!-- 132989 - Created By Link --> | ||
====Updated Login Pages==== | ====Updated Login Pages==== | ||
| − | Added the ability to specify a Logout Redirect URL for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed. | + | Added the ability to specify a '''Logout Redirect URL''' for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed. |
<!-- 134351 - Add configurable setting for logout redirect url--> | <!-- 134351 - Add configurable setting for logout redirect url--> | ||
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====Added Security Settings to Autoloader Ad Hoc Upload Page==== | ====Added Security Settings to Autoloader Ad Hoc Upload Page==== | ||
| − | Added additional role security to autoloader where the ad hoc upload page will check if you are Global Administrator or if you have any of the roles permitted to use the URL. If no roles are configured, only the Global Administrator will have access. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. There will be a new Role setting under the Ad Hoc Upload section. | + | Added additional role security to autoloader where the ad hoc upload page will check if you are '''Global Administrator''' or if you have any of the roles permitted to use the URL. If no roles are configured, only the '''Global Administrator''' will have access. To see this setting, go to '''Menu Icon''' > '''Autoloaders''' > Edit an autoloader > '''Process''' tab. There will be a new '''Role''' setting under the '''Ad Hoc Upload''' section. |
<!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) --> | <!-- 136382 - Additional Caixa Security Audit Report (Autoloader Permissions) --> | ||
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====Added Role-Based Permission Access the Data Exchange History Log==== | ====Added Role-Based Permission Access the Data Exchange History Log==== | ||
| − | Added a new role-based permission settings for the exchange history log, for the New Data Exchange. To see the setting go to Global Settings > Integrations tab > (you must be using the New Exchange Type) Import Settings or Export Settings > Edit Import/Export Setting > The new setting is called Exchange History Access. | + | Added a new role-based permission settings for the exchange history log, for the '''New Data Exchange'''. To see the setting go to '''Global Settings''' >''' Integrations''' tab > (you must be using the '''New Exchange Type''') '''Import Settings''' or '''Export Settings''' > Edit '''Import/Export Setting''' > The new setting is called '''Exchange History Access'''. |
<!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access--> | <!-- 137437 - DEX3 Exchange History Log - Create Role Permission Access--> | ||
====Added SmartField Options for Chart Custom Fields==== | ====Added SmartField Options for Chart Custom Fields==== | ||
| − | Added SmartField settings options to the custom field type Special - Chart to easily control if charts will be included in | + | Added '''SmartField''' settings options to the custom field type '''Special - Chart''' to easily control if charts will be included in '''SmartFields''' or not . |
<!-- 137904 - Special Chart custom field is missing the smartfields options --> | <!-- 137904 - Special Chart custom field is missing the smartfields options --> | ||
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====Header Text Template Field for Portals==== | ====Header Text Template Field for Portals==== | ||
| − | The header text template in portals was deprecated in a previous upgrade. Any content entered into the Header Text Template options will no longer be visible after the upgrade. | + | The header text template in portals was deprecated in a previous upgrade. Any content entered into the '''Header Text Template''' options will no longer be visible after the upgrade. |
<!-- 136309 - Portal header not displaying --> | <!-- 136309 - Portal header not displaying --> | ||
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====Deprecate running associated workflow after change status workflow task executed on related objects==== | ====Deprecate running associated workflow after change status workflow task executed on related objects==== | ||
| − | On new workflow tasks of the type of "Change Status" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle Run Associated Workflow on Target Objects under the target status drop down when the target object has Related Objects option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off it will no longer be available. | + | On new workflow tasks of the type of "'''Change Status'''" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle '''Run Associated Workflow''' on '''Target Objects''' under the target status drop down when the target object has '''Related Objects''' option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off it will no longer be available. |
<!-- 134968 - Deprecate running associated workflow after change status workflow task executed on related objects --> | <!-- 134968 - Deprecate running associated workflow after change status workflow task executed on related objects --> | ||
Revision as of 14:57, 27 June 2022
Contents
- 1 General Details
- 2 Global System Upgrades
- 2.1 Major Updates
- 2.2 Minor Updates
- 2.2.1 Added Ability to Retain Page Location on Save
- 2.2.2 Added Ability to Add Attachments from Configuration Folders in Email Templates
- 2.2.3 Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role
- 2.2.4 Added Ability to Copy Signup Pages
- 2.2.5 Updated Workflow Generated PDFs for Top-Aligned Captions to Stay with Content
- 2.2.6 Added Ability to Create Copy Profiles
- 2.2.7 Added New Hierarchy Permissions to the User and Organization Security Matrix
- 3 On-Demand System Upgrades
- 3.1 Major Updates
- 3.1.1 Enhanced Single Sign-On and Added Role Mapping
- 3.1.2 Updated Behavior to User/Organization Security Matrix
- 3.1.3 Added Ability to Provide Feedback on Invitations
- 3.1.4 Added Setting to Trigger a Workflow for Incomplete E-signature Requests
- 3.1.5 Updated Media Library UI
- 3.1.6 Added a Formula Field to Advanced Data Tables
- 3.1.7 Added Color Settings to the Gantt Chart Type
- 3.2 Minor Updates
- 3.2.1 Added New Date Option
- 3.2.2 Added Standard Field for Pronouns
- 3.2.3 Added the Ability to Use an Email Template as the Message Template in Workflow Tasks
- 3.2.4 Added Ability to Autosave New Records
- 3.2.5 Added Ability to Update Custom Fields across Versions without Updating the Display Order
- 3.2.6 Added Ability to Download All Attachments in a Record from the Record
- 3.2.7 Added Integration for UK Companies House API for Organization Signup Pages
- 3.2.8 Added Default Settings for Custom Field Translation Service
- 3.2.9 Added Ability to Add Discussion Board Threads to SmartCards
- 3.1 Major Updates
- 4 Beta Previews
- 5 Notes for Admins
- 5.1 Added Export Functionality for Failed Logins, Locked and Expired Accounts
- 5.2 Added Export Functionality for Message Queue
- 5.3 Added Indicator Icon to Message Queue for Email Attachments
- 5.4 SmartConnect API changes
- 5.5 Updated Autoloader to Apply Multiple Roles/Categories for New Records
- 5.6 Added Link to Profile for Standard Fields
- 5.7 Updated Login Pages
- 5.8 Added Patch for PDFWriter Vulnerability
- 5.9 Added Security Settings to Autoloader Ad Hoc Upload Page
- 5.10 Updated State/Province Options for Cayman Islands
- 5.11 Added Validation to Virtual Folder and Alias Names for Login Pages
- 5.12 Added Role-Based Permission Access the Data Exchange History Log
- 5.13 Added SmartField Options for Chart Custom Fields
- 5.14 Security Improvements
- 5.15 Header Text Template Field for Portals
- 5.16 Image Compression Exclusion
- 5.17 Deprecate running associated workflow after change status workflow task executed on related objects
General Details
Upgrade Dates
Public Cloud Production release date: July 21 2022
Public Cloud Backup release date: June 30 2022
Private Cloud Production (Managed Upgrades) release date: July 28 2022
Private Cloud Backup (Managed Upgrades) release date: July 21 2022
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
Added Ability to Make Tab Bar Visible to All Users Based on Role Permissions
Visibility of the Tab Bar will no longer be controlled by both a personal setting and a role-based setting. If a role has permission to see the Tab Bar, users with that role will see the Tab Bar. Previously users with role permission to see the Tab Bar also had to enable the Tab Bar under the user menu before they would see the Tab Bar. To enable tab bar, go to Global Settings > Security tab > System Feature Permissions > Features tab > Enable Tab Bar.
Accessibility Mode No Longer Optional
The option to opt out of accessibility mode has been deprecated. Interface elements in all systems will be keyboard accessible to ensure compliance with accessibility standards.
Minor Updates
Added Ability to Retain Page Location on Save
Currently when a user saves, the page reloads and the user is brought back to the top of the page. After the upgrade, if a user saves a record page such as Level 1, 2, 3, Organization, User or Template page, then after the page reloads, the system will automatically scroll the page to approximately the user's last location on the page.
Added Ability to Add Attachments from Configuration Folders in Email Templates
Global Administrators editing email templates can now add default attachment files from a configuration folder. To see this new feature, go to Menu Icon > Email > Templates tab > Edit or create a template > Default Attachments (Configuration Folder).
Added Ability to Generate PDFs from Workflow Tasks Using a Specific Role
Added the ability for workflow tasks to generate PDFs as a specific role. For example, you could generate a PDF using the external applicant role and the fields included in the PDF would be only the fields users with that role have permission to see. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of type Generate PDF File or Generate PDF File Asynchronously > The new setting is called Generate PDF File for.
Added Ability to Copy Signup Pages
Added the ability to make copies of Organization and User signup pages. To make a copy of a signup page click the Save As button. In addition, signup pages will also have a new field called Signup Page Name to help distinguish between signup pages.
Updated Workflow Generated PDFs for Top-Aligned Captions to Stay with Content
Updated system generated PDFs so that any top-aligned caption and their corresponding content is enclosed in the same table row. This will help keep questions and answer copy together in PDFs.
Added Ability to Create Copy Profiles
To see this new feature that allows you to set up predefined profiles for copying records, go to UTA Settings > Level 1/2/3 tab > Copy Profiles. Additionally, you can also set up the ability to copy a Level 1/2/3 object through a workflow on a status change by using a new Task Type of Trigger Copy Profile.
Added New Hierarchy Permissions to the User and Organization Security Matrix
Added a new hierarchy permission of Users Under Associated Organizations to the user security matrix and Associated Organizations to the organization security matrix.
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
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.
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.
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.
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.
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.
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.
Minor Updates
Added New Date Option
Added a new date option to render dates with the month name fully spelled out to avoid confusion. Example: January 03, 2022 (mmmm dd yyyy). To view dates in this new format, change your settings located at User Menu > Personal Settings > Regional tab.
Added Standard Field for Pronouns
Added a new user standard field called Pronouns where users can specify their preferred pronouns. To enable this field, go to Global Settings > Users tab > Standard Fields > Pronouns.
Added the Ability to Use an Email Template as the Message Template in Workflow Tasks
Previously, you could use an email template to populate the message template in a workflow email task. Once the message template was populated from the email template, there was no longer a connection between the two. If the email template was updated, the message template in the workflow task did not update. We have added an option to use the email template as the message template. This way you can use the same email template in multiple workflows and you can update the template in a single location and all workflows will get updated for easier maintenance. To see this new setting, go to Menu Icon > Workflows > Tasks tab > Edit a task of the Type of Acknowledgement > Message Template tab > Set the Message Type to Email and choose Email Template for Email Type.
Added Ability to Autosave New Records
Added a new setting to automatically save the record when opening up a new record page. To enable this setting, go to Global Settings > System tab > Toggle on Automatically Save New Records on Creation. This setting applies to new records of the following types: UTA Level 1/2/3, Users, Organizations, and Transactions.
Added Ability to Update Custom Fields across Versions without Updating the Display Order
When copying custom field changes to other versions, we added a new option to skip updating display order in case you wanted to update a field but you do not want to update the display order of that field in all versions. To see this setting, go to UTA Settings > Level 1/2/3 > Custom Fields > Select desired fields > Click Copy to Other Versions. Under If field already exists, select Update. A new toggle will surface called Update Display Order.
Added Ability to Download All Attachments in a Record from the Record
Added ability to download all attached files from a record with a single click from inside the record. This feature collects the files from upload fields, creates a single zip file and then downloads that zip file just like the Enable File Download feature on list views. To set this feature, go to Global Settings > Security tab > System Feature Permission > Enable File Download from Record. Once this feature is set, you can go to the desired UTA, Organization, or User record and click the Actions menu and select Download Files.
Added Integration for UK Companies House API for Organization Signup Pages
Added support for users who need to lookup organizations using the United Kingdom’s registrar Companies House. To see this option, go to Global Settings > Organization tab > Signup Pages > Create or edit a signup page > General tab > Verification Service. There is now a new option called United Kingdom Companies House (CH). You must set up an integration key before being able to use this feature.
Added Default Settings for Custom Field Translation Service
Added new translation options for text box single and multiple line custom fields. Users who utilize the translation service feature can now set a default language to translate from and to. To see the new settings, navigate to the desired text box custom field and toggle on Enable Translation Service. Enable Field Translation Service must also be toggled on, which is located under Global Settings > System tab.
Added Ability to Add Discussion Board Threads to SmartCards
Added the ability to add a discussion board thread to SmartCards. To see this feature, go to Menu Icon > Discussion Board > Click on a Topic. You will now see a list view of existing threads within that topic. Beside each thread, there is now a star button called Add to SmartCard.
Beta Previews
No features are available for beta preview this upgrade.
Notes for Admins
Added Export Functionality for Failed Logins, Locked and Expired Accounts
Added ability to export the Failed Login, Locked Accounts, and Expired Accounts. To see this, go to Global Settings > Security > Password and Activation Policies. In the left-hand navigation, click on the desired tab. There will now be an Export button at the top of the list that will export the logs as an Excel file. You can select specific records to export or export the entire list by not selecting anything
Added Export Functionality for Message Queue
Added ability to export Message Queue list. This will export the to, from, subject and dates. The export will not include the body of the message or its attachments. To see the new export, go to Menu Icon > Message Queue > click the desired tab and then click the Export button at the top of the list view.
Added Indicator Icon to Message Queue for Email Attachments
Added a paperclip icon to the list view of emails in the Message Queue to indicate whether the email contains an attachment.
SmartConnect API changes
Modified the text options under Action Types for improved clarity.
Updated Autoloader to Apply Multiple Roles/Categories for New Records
Added ability to add multiple user roles or multiple company categories when importing new records via the autoloader. This eliminates the need to apply multiple roles or categories by using additional workflows. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. Depending on the Create/Update Behavior option chosen, you will see the Role/Category field now accepts multiple role/category options.
Added Link to Profile for Standard Fields
Added a link beside the Created By and Updated By standard fields that open up the corresponding user profile in a new modal window. This setting is applied to UTA Level 1/2/3 records, User records, and Organization records. If you navigate to the standard field you can hide this link using the Restrict Profile Link setting.
Updated Login Pages
Added the ability to specify a Logout Redirect URL for alternate login pages. Additionally, the ability to include an "origin" URL parameter has been removed.
Added Patch for PDFWriter Vulnerability
Added additional validation to PDFWriter and DOCXWriter post requests before documents will be generated.
Added Security Settings to Autoloader Ad Hoc Upload Page
Added additional role security to autoloader where the ad hoc upload page will check if you are Global Administrator or if you have any of the roles permitted to use the URL. If no roles are configured, only the Global Administrator will have access. To see this setting, go to Menu Icon > Autoloaders > Edit an autoloader > Process tab. There will be a new Role setting under the Ad Hoc Upload section.
Updated State/Province Options for Cayman Islands
Updated the list of districts (State/Province standard field) for the Cayman Islands
Added Validation to Virtual Folder and Alias Names for Login Pages
Added validation to virtual folder names and alias names within login pages to prevent illegal characters and duplicate names.
Added Role-Based Permission Access the Data Exchange History Log
Added a new role-based permission settings for the exchange history log, for the New Data Exchange. To see the setting go to Global Settings > Integrations tab > (you must be using the New Exchange Type) Import Settings or Export Settings > Edit Import/Export Setting > The new setting is called Exchange History Access.
Added SmartField Options for Chart Custom Fields
Added SmartField settings options to the custom field type Special - Chart to easily control if charts will be included in SmartFields or not .
Security Improvements
Updates to Apache, JavaScript, and Google Maps API, PDF Removed the X-XSS-Protection header from being served by the platform
Header Text Template Field for Portals
The header text template in portals was deprecated in a previous upgrade. Any content entered into the Header Text Template options will no longer be visible after the upgrade.
Image Compression Exclusion
Images uploaded to the system that have a width or height of greater than 15,000 pixels will no longer be processed by GORT to create a smaller compressed thumbnail image. Images that do not get processed because of image dimensions will be noted in the GORT log.
On new workflow tasks of the type of "Change Status" if there is a workflow associated with the target status it will not be triggered. On existing tasks of this type, you will see a toggle Run Associated Workflow on Target Objects under the target status drop down when the target object has Related Objects option selected. This toggle will only appear on existing tasks to avoid disruption. The toggle will not appear for new tasks and if it is toggled off it will no longer be available.
