Changes

Template:July2020Upgrade

2 bytes added, 19:40, 22 June 2020
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====Enhanced Password and Activation Settings Page====
Enhanced the Password and Activation settings pages for improved navigation, ease of use, as well as stronger default security settings. The interface for these pages has been updated inline in line with a left navigation menu. Some settings now have updated labels, and descriptions, and may have been re-organized between tabs to be more intuitive to find. The password policy and complexity has been updated in order to easily configure your password complexity requirement. Previously, the password complexity would be a compiled logic statement, which can still be made via a custom policy, however now by default the password complexity is a set of toggles and options that is easy to both set as well as read. Also, with the new Default password complexity type, we've updated the interface to validate a user's password as they type to provide a better user experience when updating their password. We encourage you to review your password complexity settings and easily switch over to the new Default complexity type.
<!--109890 - Password and Activation Policies - Password Pattern-->
====Added Navigation Bar for Configuration Screens====
Extended the Hierachical Hierarchical Record Navigation bar into configuration pages for improved navigation and user experience for system administrators. This will help you to better visualize the relationship between certain complex settings, and for navigating between screens easier. This will simplify the navigation between different levels of settings pages, for example, flipping between UTA settings, down to the custom field configuration, and back.
<!--90026 - Custom field context - navigation bar-->
====Updated Personal Dashboards with Ability to Link Shortcuts to List Views====
Updated personal dashboards with the ability for you to link aggregate shortcuts and charts to list views. Users with personal dashboards will now find the Link to List View option available to them when editing a aggregate-type item in their dashbaorddashboard.
<!--83521 - Personal Dashboards - Sections link to list views-->
====Added SmartCard Count Info to SmartCard Selection Screen====
Updated the SmartCard selection page to show you a count of records linked to each SmartCard. Now, when adding a record to a SmartCard, the SmartCard selection page will show you a count of the numbe rof number of records linked to each SmartCard.
<!--95338 - Record counts on smartcards-->
<!--88695 - Check Org status on Consumer Creation Button-->
====New Ability to COnfigure Configure Consumer Creation Buttons to Link Multiple Providers====
New option for Consumer Creation Button to associate additional Provider records on creation of the Consumer record when you have Provider/Consumer configuration setup in your system. This can be applicable where you have multiple Provider/Consumer relationships setup in your system, for example three UTAs X, Y, Z, e.g. a Budget UTA, Program Manager UTA, Submission UTA, such that there are Provider Consumer relationships for X -> Y -> Z, and also X -> Z. In this case, when creating the consumer record in UTA Z from UTA Y, the system can automatically also link the UTA X records to Z, that were associated to the UTA Y record. These new settings can be found when configuring the Consumer Creation buttons from the Provider UTA, in the above example UTA Y.
<!--95096 - Enhance Consumer Creation Button-->
Smartstaff, administrator
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